Bristol Myers Squibb Co
BMY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000014272
In the last 90 days, Bristol Myers Squibb Co insiders filed 0 open-market purchases and 2 sales; 2,529 institutions reported holding it in 13F filings for Q2 2026, worth $96.7B in total; no superinvestor holds it.
Other share classesCELG.RI
13F holders, Q4 2022
Institutional positions in Bristol Myers Squibb Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,605
- +180 vs. Q3 2022
- Shares held
- 1.60B
- −27.3M (−1.7%) vs. Q3 2022
- Total value
- $115.1B
- −$652.0M (−0.6%) vs. Q3 2022
- New holders
- 266
- 1,006 more added
- Sold out
- 86
- 966 more reduced
49 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $119.2B |
| Q4 2021 | 2,451 | $99.9B |
| Q3 2021 | 2,299 | $96.6B |
| Q2 2021 | 2,379 | $109.0B |
| Q1 2021 | 2,374 | $102.8B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 6,041 | $435.0K | 0.01% | −321−5.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6,080 | $437.4K | 0.10% | +836+15.9% | Added |
| JNBA Financial Advisors | 6,080 | $437.5K | 0.06% | −300−4.7% | Reduced |
| Bridge Creek Capital Management LLC | 6,080 | $437.5K | 0.17% | −113−1.8% | Reduced |
| SC&H Financial Advisors, Inc. | 6,092 | $438.3K | 0.18% | −250−3.9% | Reduced |
| Novare Capital Management LLC | 6,098 | $438.8K | 0.05% | −5,252−46.3% | Reduced |
| McAdam, LLC | 7,035 | $439.0K | 0.04% | +622+9.7% | Added |
| Ritter Daniher Financial Advisory LLC | 6,105 | $439.3K | 0.21% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 6,120 | $440.3K | 0.06% | −105−1.7% | Reduced |
| Caliber Wealth Management, LLC | 6,122 | $440.5K | 0.34% | +6,122 | New |
| Moran Wealth Management, LLC | 6,140 | $441.7K | 0.02% | +6,140 | New |
| David Loasby | 6,148 | $442.3K | 0.06% | +1,708+38.5% | Added |
| Sunbelt Securities, Inc. | 6,160 | $443.2K | 0.09% | +606+10.9% | Added |
| Maple Capital Management, Inc. | 6,180 | $444.7K | 0.06% | +105+1.7% | Added |
| Piscataqua Savings Bank | 6,188 | $445.2K | 0.38% | 00.0% | Unchanged |
| Citizens Business Bank | 6,192 | $445.5K | 0.10% | +65+1.1% | Added |
| Cassia Capital Partners, LLC | 6,196 | $445.8K | 0.37% | +6,196 | New |
| Riversedge Advisors, LLC | 6,208 | $446.7K | 0.14% | +168+2.8% | Added |
| Ironwood Investment Management LLC | 6,239 | $448.9K | 0.30% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 6,253 | $450.0K | 0.33% | −127−2.0% | Reduced |
| Mendel Money Management | 6,257 | $450.2K | 0.26% | +93+1.5% | Added |
| Kowal Investment Group, LLC | 6,268 | $451.0K | 0.13% | +710+12.8% | Added |
| King Wealth | 6,277 | $452.0K | 0.11% | +20.0% | Added |
| Clark Financial Services Group Inc | 6,324 | $455.0K | 0.52% | +72+1.2% | Added |
| FLC Capital Advisors | 6,330 | $455.4K | 0.14% | −18−0.3% | Reduced |
| Security National Bank of Sioux City Iowa | 6,348 | $457.0K | 0.35% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 6,352 | $457.0K | 0.08% | +9+0.1% | Added |
| Phillips Wealth Planners LLC | 6,260 | $458.1K | 0.80% | +6,260 | New |
| AlphaStar Capital Management, LLC | 6,372 | $458.5K | 0.05% | −277−4.2% | Reduced |
| Apriem Advisors | 6,378 | $458.9K | 0.08% | +1,038+19.4% | Added |
| Portland Global Advisors LLC | 6,378 | $459.0K | 0.08% | 00.0% | Unchanged |
| Terry L. Blaker | 6,442 | $463.5K | 0.04% | +1,400+27.8% | Added |
| Acorn Wealth Advisors, LLC | 6,453 | $464.0K | 0.36% | −109−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 6,463 | $465.0K | 0.13% | +6,463 | New |
| Accurate Wealth Management, LLC | 6,500 | $465.8K | 0.17% | −1,247−16.1% | Reduced |
| New England Capital Financial Advisors LLC | 6,291 | $466.4K | 0.33% | +6,291 | New |
| Capstone Investment Advisors, LLC | 6,485 | $466.6K | 0.01% | +5,885+980.8% | Added |
| Patrick Mauro Investment Advisor, INC. | 6,486 | $466.6K | 0.30% | −1,547−19.3% | Reduced |
| GraniteShares Advisors LLC | 6,489 | $466.9K | 0.39% | −1,387−17.6% | Reduced |
| Insight Advisors, LLC | 6,463 | $467.0K | 0.16% | +118+1.9% | Added |
| Five Oceans Advisors | 6,508 | $468.3K | 0.32% | +90+1.4% | Added |
| TCWP LLC | 6,531 | $469.1K | 0.10% | −1,477−18.4% | Reduced |
| JB Capital LLC | 6,523 | $469.3K | 0.05% | +29+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,533 | $470.0K | 0.23% | +5+0.1% | Added |
| Ipsen Advisor Group LLC | 6,552 | $471.4K | 0.54% | +6,552 | New |
| Advisors Management Group Inc | 6,564 | $472.0K | 0.18% | +87+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 6,577 | $473.0K | 0.24% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 6,596 | $474.6K | 0.28% | +6,596 | New |
| McDaniel Terry & Co | 6,615 | $476.0K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,618 | $476.2K | 0.25% | −133−2.0% | Reduced |
| McDonald Partners LLC | 6,620 | $476.3K | 0.16% | +11+0.2% | Added |
| M. Kraus & Co | 6,627 | $476.8K | 0.18% | +2,194+49.5% | Added |
| Monument Capital Management | 6,639 | $477.7K | 0.16% | +2,031+44.1% | Added |
| AlphaQ Advisors LLC | 6,642 | $477.9K | 0.42% | +6,642 | New |
| Magnetar Financial LLC | 6,639 | $478.0K | 0.01% | −323,650−98.0% | Reduced |
| VeraBank, N.A. | 6,648 | $478.3K | 0.24% | −20.0% | Reduced |
| Exos TFP Holdings LLC | 6,649 | $478.4K | 0.13% | +3,296+98.3% | Added |
| Matrix Asset Advisors Inc | 6,650 | $478.5K | 0.07% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 6,650 | $478.5K | 0.18% | +9+0.1% | Added |
| Pacific Global Investment Management CO | 6,652 | $478.6K | 0.11% | +93+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,693 | $481.6K | 0.04% | +602+9.9% | Added |
| Park Circle Co | 6,700 | $482.1K | 0.47% | 00.0% | Unchanged |
| Parkside Advisors LLC | 6,705 | $482.4K | 0.17% | +3,545+112.2% | Added |
| Columbia Asset Management | 6,730 | $484.0K | 0.12% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6,737 | $484.7K | 0.37% | +46+0.7% | Added |
| Cheviot Value Management, LLC | 6,758 | $486.2K | 0.12% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,759 | $486.3K | 0.10% | −131−1.9% | Reduced |
| Castle Rock Wealth Management, LLC | 6,673 | $487.1K | 0.22% | +853+14.7% | Added |
| Geller Advisors LLC | 6,787 | $488.3K | 0.08% | +292+4.5% | Added |
| All Terrain Financial Advisors, LLC | 6,788 | $488.4K | 0.25% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,794 | $488.8K | 0.03% | −358−5.0% | Reduced |
| RIA Advisory Group LLC | 6,812 | $490.1K | 0.28% | +6,812 | New |
| Gables Capital Management Inc. | 6,859 | $493.5K | 0.36% | −100−1.4% | Reduced |
| Hilton Capital Management, LLC | 6,955 | $494.0K | 0.07% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,871 | $494.4K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,876 | $495.0K | 0.19% | −15,852−69.7% | Reduced |
| Sanchez Wealth Management Group | 6,894 | $496.0K | 0.24% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,902 | $496.6K | 0.09% | −36−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,920 | $497.9K | 0.14% | +1,110+19.1% | Added |
| Successful Portfolios LLC | 6,936 | $499.0K | 0.33% | −15−0.2% | Reduced |
| Foster Group, Inc. | 6,941 | $499.4K | 0.04% | +148+2.2% | Added |
| Meridian Wealth Advisors, LLC | 6,950 | $500.1K | 0.13% | −190−2.7% | Reduced |
| Stelac Advisory Services LLC | 6,962 | $500.9K | 0.23% | −704−9.2% | Reduced |
| Momentum Advisors, LLC | 6,983 | $502.4K | 0.51% | +19+0.3% | Added |
| Merrion Investment Management Co, LLC | 6,985 | $502.6K | 0.47% | 00.0% | Unchanged |
| SBK Financial, Inc. | 7,000 | $503.6K | 0.80% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7,468 | $504.0K | 0.09% | +421+6.0% | Added |
| Boston Research & Management Inc | 7,010 | $504.0K | 0.16% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 7,050 | $504.8K | 0.06% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,031 | $505.8K | 0.05% | −234−3.2% | Reduced |
| Heron Financial Group, LLC | 7,041 | $506.4K | 0.34% | −200−2.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,046 | $507.0K | 0.21% | +29+0.4% | Added |
| Mechanics Financial Corp | 7,046 | $507.0K | 0.30% | +2,146+43.8% | Added |
| Future Financial Wealth Managment LLC | 7,085 | $509.8K | 0.58% | −120−1.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,097 | $510.6K | 0.20% | −290−3.9% | Reduced |
| Asset Management Corp | 7,133 | $513.2K | 0.43% | −1,229−14.7% | Reduced |
| SlateStone Wealth, LLC | 7,134 | $513.3K | 0.12% | −4,875−40.6% | Reduced |
| Gemmer Asset Management LLC | 7,144 | $514.0K | 0.08% | +19+0.3% | Added |
| Pettyjohn, Wood & White, Inc | 7,157 | $515.0K | 0.13% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7,164 | $515.5K | 0.12% | 00.0% | Unchanged |