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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; 2,530 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, Q1 2024

Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2024. 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
2,338
−2 vs. Q4 2023
Shares held
1.56B
+19.5M (+1.3%) vs. Q4 2023
Total value
$84.6B
+$5.52B (+7.0%) vs. Q4 2023
New holders
177
936 more added
Sold out
179
967 more reduced

28 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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.

Institutional holdersQ1 2024: 2,338 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ1 2024: $84.6B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2023.

Institutions holding BMY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Carmignac Gestion27,804$00.00%+27,804New
Wiser Advisor Group LLC1$560.00%00.0%Unchanged
Lowe Wealth Advisors, LLC10$5420.00%00.0%Unchanged
Tfo-TDC, LLC20$1.08K0.00%−22−52.4%Reduced
Richardson Financial Services Inc.25$1.08K0.00%+25New
Game Plan Financial Advisors, LLC30$1.63K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$1.63K0.00%+30New
Perkins Coie Trust Co32$1.74K0.00%00.0%Unchanged
WestEnd Advisors, LLC33$1.79K0.00%+1+3.1%Added
Global Assets Advisory, LLC95,170$1.80K0.08%+95,170New
Pin Oak Investment Advisors Inc44$2.00K0.00%00.0%Unchanged
NVWM, LLC39$2.12K0.00%+39New
Mine & Arao Wealth Creation & Management, LLC.45$2.44K0.00%00.0%Unchanged
PayPay Securities Corp49$2.66K0.13%−6−10.9%Reduced
Valued Wealth Advisors LLC50$2.71K0.00%−54−51.9%Reduced
Costello Asset Management, INC50$2.71K0.00%00.0%Unchanged
Horizon Financial Services, LLC50$2.71K0.00%+50New
Annis Gardner Whiting Capital Advisors, LLC52$2.81K0.00%−38−42.2%Reduced
FNY Investment Advisers, LLC70$3.00K0.00%−5,780−98.8%Reduced
Ulland Investment Advisors, LLC60$3.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC59$3.20K0.00%−35−37.2%Reduced
NewSquare Capital LLC68$3.69K0.00%−35−34.0%Reduced
Criterion Capital Advisors, LLC68$3.69K0.00%+68New
Heck Capital Advisors, LLC70$3.80K0.00%00.0%Unchanged
Winch Advisory Services, LLC70$3.81K0.00%+1+1.4%Added
Aspect Partners, LLC72$3.90K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.88$3.95K0.00%+1+1.1%Added
Rocky Mountain Advisers, LLC75$4.07K0.00%00.0%Unchanged
ClariVest Asset Management LLC80$4.32K0.00%+35+77.8%Added
Tributary Capital Management, LLC91$4.93K0.00%+91New
Kozak & Associates, Inc.113$5.00K0.00%+3+2.7%Added
Roble, Belko & Company, Inc100$5.00K0.00%00.0%Unchanged
VitalStone Financial, LLC98$5.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC100$5.42K0.00%00.0%Unchanged
Mendota Financial Group, LLC100$5.42K0.00%00.0%Unchanged
Gould Capital, LLC100$5.42K0.00%+100New
General Partner, Inc.101$5.48K0.00%−1,500−93.7%Reduced
Oliver Lagore Vanvalin Investment Group105$5.69K0.00%−1−0.9%Reduced
Annapolis Financial Services, LLC106$5.75K0.00%−80−43.0%Reduced
Frank, Rimerman Advisors LLC112$6.07K0.00%00.0%Unchanged
Sofos Investments, Inc.114$6.11K0.00%+61+115.1%Added
Iron Horse Wealth Management, LLC113$6.13K0.00%+35+44.9%Added
Kelly Financial Services LLC114$6.19K0.00%+1+0.9%Added
Financial Avengers, Inc.126$6.69K0.00%+1+0.8%Added
Godsey & Gibb Associates125$6.78K0.00%−300−70.6%Reduced
Financial Freedom, LLC130$7.07K0.00%+1+0.8%Added
Stone House Investment Management, LLC132$7.17K0.00%+132New
BBJS Financial Advisors, LLC133$7.24K0.00%+1+0.8%Added
Moser Wealth Advisors, LLC135$7.32K0.00%+135New
Quest Partners LLC136$7.38K0.00%−18,602−99.3%Reduced
Creekmur Asset Management LLC148$8.02K0.00%+35+31.0%Added
MeadowBrook Investment Advisors LLC150$8.13K0.01%−315−67.7%Reduced
Highline Wealth Partners LLC150$8.13K0.00%00.0%Unchanged
REAP Financial Group, LLC152$8.24K0.00%+141+1,281.8%Added
Old Second National Bank of Aurora160$8.68K0.00%−28,934−99.5%Reduced
Insight Financial Services167$9.06K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.168$9.11K0.00%00.0%Unchanged
Tucker Asset Management LLC168$9.11K0.00%+27+19.1%Added
Red Tortoise LLC174$9.44K0.01%+174New
Financial Management Professionals, Inc.190$10.0K0.00%−81−29.9%Reduced
Ogorek Anthony Joseph196$10.0K0.00%00.0%Unchanged
Vima LLC190$10.3K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc190$10.3K0.01%+190New
Acima Private Wealth, LLC200$10.8K0.00%00.0%Unchanged
Global Wealth Strategies & Associates200$10.8K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC200$10.8K0.01%00.0%Unchanged
Retirement Group, LLC229$12.4K0.00%00.0%Unchanged
Dogwood Wealth Management LLC231$12.5K0.01%+3+1.3%Added
Dunhill Financial, LLC246$13.3K0.01%+29+13.4%Added
Distillate Capital Partners LLC248$13.4K2.26%+39+18.7%Added
Stonehage Fleming Financial Services Holdings Ltd195$13.5K0.00%+195New
Miller Wealth Advisors, LLC254$13.8K0.01%+3+1.2%Added
Benjamin Edwards Inc264$14.0K0.00%+168+175.0%Added
First Community Trust NA261$14.2K0.01%−200−43.4%Reduced
Bromfield Sneider Wealth Advisors278$15.1K0.01%00.0%Unchanged
Hoey Investments, Inc300$16.3K0.00%−211−41.3%Reduced
Hollencrest Capital Management305$16.5K0.00%00.0%Unchanged
Pineridge Advisors LLC312$16.9K0.01%+99+46.5%Added
Kiely Wealth Advisory Group, Inc.378$17.0K0.01%+34+9.9%Added
True Wealth Design, LLC318$17.2K0.00%+23+7.8%Added
IAG Wealth Partners, LLC335$18.2K0.00%00.0%Unchanged
JCIC Asset Management Inc.340$18.4K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC350$19.0K0.01%00.0%Unchanged
Centerpoint Advisors, LLC375$20.0K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.372$20.2K0.01%+101+37.3%Added
Kessler Investment Group, LLC400$21.7K0.01%00.0%Unchanged
Northwest Capital Management Inc400$21.7K0.01%00.0%Unchanged
Palouse Capital Management, Inc.400$21.7K0.01%+400New
Vermillion & White Wealth Management Group, LLC405$22.0K0.02%00.0%Unchanged
Abound Wealth Management406$22.0K0.01%−287−41.4%Reduced
DecisionPoint Financial, LLC505$22.6K0.01%−652−56.4%Reduced
VisionPoint Advisory Group, LLC424$23.0K0.01%+65+18.1%Added
Cedar Wealth Management, LLC474$25.7K0.01%00.0%Unchanged
Tanaka Capital Management Inc486$26.0K0.06%00.0%Unchanged
Keener Financial Planning LLC468$26.0K0.02%00.0%Unchanged
PFS Partners, LLC484$26.2K0.02%00.0%Unchanged
First Personal Financial Services495$26.8K0.01%00.0%Unchanged
Fortis Group Advisors, LLC500$27.1K0.00%−3,484−87.4%Reduced
Clear Investment Research, LLC500$27.1K0.04%00.0%Unchanged
First Pacific Financial500$27.1K0.01%00.0%Unchanged