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, 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
- 2,337
- −3 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
- 176
- 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 10,342 | $560.9K | 0.20% | −190−1.8% | Reduced |
| First PREMIER Bank | 10,330 | $561.0K | 0.15% | −585−5.4% | Reduced |
| First United Bank Trust | 10,394 | $563.7K | 0.21% | −3,870−27.1% | Reduced |
| Knuff & Co LLC | 10,398 | $563.9K | 0.19% | −400−3.7% | Reduced |
| Summit Financial Group Inc | 10,405 | $564.3K | 0.20% | −25−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 10,407 | $564.4K | 0.39% | +10,407 | New |
| Abacus Planning Group, Inc. | 10,419 | $565.0K | 0.11% | +1,901+22.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,425 | $565.3K | 0.15% | +150+1.5% | Added |
| Deseret Mutual Benefit Administrators | 10,433 | $565.8K | 0.28% | +793+8.2% | Added |
| Xcel Wealth Management, LLC | 10,455 | $567.0K | 0.18% | −1,515−12.7% | Reduced |
| Round Hill Asset Management | 10,464 | $567.5K | 0.34% | −120−1.1% | Reduced |
| Corundum Group, Inc. | 10,502 | $569.5K | 0.27% | +6,084+137.7% | Added |
| Pettinga Financial Advisors, LLC | 10,513 | $570.1K | 0.15% | +200+1.9% | Added |
| Empower Advisory Group, LLC | 10,518 | $570.4K | 0.00% | −577−5.2% | Reduced |
| Asset Dedication, LLC | 10,623 | $571.0K | 0.04% | −413−3.7% | Reduced |
| Lion Street Advisors, LLC | 11,128 | $571.0K | 0.23% | 00.0% | Unchanged |
| Centennial Bank | 10,530 | $571.0K | 0.29% | −2,000−16.0% | Reduced |
| Farmers National Bank | 10,535 | $571.3K | 0.17% | −952−8.3% | Reduced |
| Independence Bank of Kentucky | 10,556 | $572.5K | 0.17% | +308+3.0% | Added |
| Howe & Rusling Inc | 10,574 | $573.4K | 0.05% | −1,492−12.4% | Reduced |
| Prudent Man Advisors, LLC | 10,585 | $574.0K | 0.22% | −965−8.4% | Reduced |
| Norway Savings Bank | 10,588 | $574.2K | 0.24% | −115−1.1% | Reduced |
| Diligent Investors, LLC | 10,638 | $576.9K | 0.14% | −250−2.3% | Reduced |
| Jmac Enterprises LLC | 10,655 | $577.8K | 0.11% | +121+1.1% | Added |
| Trust Point Inc. | 10,763 | $583.7K | 0.05% | −6,846−38.9% | Reduced |
| Prosperity Consulting Group, LLC | 10,779 | $584.6K | 0.07% | +1,049+10.8% | Added |
| Calton & Associates, Inc. | 10,786 | $584.9K | 0.29% | +10,786 | New |
| Centaurus Financial, Inc. | 10,836 | $588.0K | 0.04% | −1,188−9.9% | Reduced |
| Crescent Grove Advisors, LLC | 10,875 | $589.8K | 0.06% | −950−8.0% | Reduced |
| Sentry Investment Management LLC | 10,954 | $594.0K | 0.23% | 00.0% | Unchanged |
| First Financial Corp | 11,006 | $596.7K | 0.30% | −5,865−34.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,037 | $598.5K | 0.04% | −148−1.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,055 | $599.5K | 0.24% | −718−6.1% | Reduced |
| Shepherd Financial Partners LLC | 11,060 | $599.8K | 0.08% | +122+1.1% | Added |
| Main Street Financial Solutions, LLC | 11,084 | $601.1K | 0.06% | +1,403+14.5% | Added |
| Bank of New Hampshire | 11,097 | $601.8K | 0.16% | −1,645−12.9% | Reduced |
| Lebenthal Global Advisors, LLC | 11,108 | $602.4K | 0.13% | +218+2.0% | Added |
| Biltmore Family Office, LLC | 11,142 | $604.2K | 0.12% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 12,522 | $604.6K | 0.47% | 00.0% | Unchanged |
| Papp L Roy & Associates | 11,184 | $606.5K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 11,186 | $606.6K | 0.22% | −15,990−58.8% | Reduced |
| First National Bank Sioux Falls | 11,195 | $607.1K | 0.33% | 00.0% | Unchanged |
| Coastline Trust Co | 11,227 | $608.8K | 0.07% | −2,160−16.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 11,250 | $610.1K | 0.12% | +333+3.1% | Added |
| Pictet & Cie (Europe) SA | 11,250 | $610.1K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 11,268 | $611.1K | 0.06% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,284 | $611.9K | 0.06% | −126−1.1% | Reduced |
| Legacy Advisors, LLC | 11,304 | $613.0K | 0.08% | +1,960+21.0% | Added |
| Tempus Wealth Planning, LLC | 11,318 | $613.8K | 0.27% | +7,418+190.2% | Added |
| Avantax Planning Partners, Inc. | 11,335 | $614.7K | 0.02% | +2,137+23.2% | Added |
| Winning Points Advisors, LLC | 11,981 | $614.7K | 0.95% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 11,349 | $615.5K | 0.09% | −855−7.0% | Reduced |
| Barry Investment Advisors, LLC | 11,352 | $615.6K | 0.21% | −315−2.7% | Reduced |
| Sittner & Nelson, LLC | 11,372 | $616.7K | 0.31% | +1,005+9.7% | Added |
| Hara Capital LLC | 11,382 | $617.2K | 0.37% | −145−1.3% | Reduced |
| Cornerstone Advisory, LLC | 11,391 | $617.7K | 0.09% | +626+5.8% | Added |
| River & Mercantile Asset Management LLP | 11,431 | $620.0K | 0.16% | −115−1.0% | Reduced |
| Stephenson National Bank & Trust | 11,457 | $621.3K | 0.21% | +2,879+33.6% | Added |
| New Hampshire Trust | 11,493 | $623.3K | 0.15% | −305−2.6% | Reduced |
| Quadrant Capital Group LLC | 11,519 | $624.7K | 0.05% | −3,007−20.7% | Reduced |
| Davidson Trust Co | 11,525 | $625.0K | 0.36% | +563+5.1% | Added |
| Kapstone Financial Advisors LLC | 11,553 | $626.5K | 0.43% | −1,167−9.2% | Reduced |
| Capital Investment Advisory Services, LLC | 11,578 | $627.9K | 0.07% | −445−3.7% | Reduced |
| TCG Advisory Services, LLC | 11,599 | $629.0K | 0.03% | +341+3.0% | Added |
| Keating Investment Counselors Inc | 11,612 | $629.7K | 0.20% | −8,425−42.0% | Reduced |
| Patriot Investment Management Inc. | 11,629 | $630.6K | 0.05% | −1,140−8.9% | Reduced |
| Legacy Private Trust Co. | 11,679 | $633.4K | 0.05% | +400+3.5% | Added |
| Cassia Capital Partners, LLC | 11,779 | $638.8K | 0.42% | +3,681+45.5% | Added |
| Samalin Investment Counsel, LLC | 11,785 | $639.1K | 0.30% | +870+8.0% | Added |
| Whalerock Point Partners, LLC | 11,832 | $641.6K | 0.18% | −144−1.2% | Reduced |
| Johnson & White Wealth Management, LLC | 11,833 | $642.0K | 0.47% | +2,612+28.3% | Added |
| Marble Harbor Investment Counsel, LLC | 11,893 | $645.0K | 0.07% | −1,325−10.0% | Reduced |
| City State Bank | 11,885 | $645.0K | 0.28% | +571+5.0% | Added |
| Congress Wealth Management LLC | 11,920 | $646.4K | 0.01% | −8,632−42.0% | Reduced |
| Empire Financial Management Company, LLC | 11,940 | $647.5K | 0.21% | −5,086−29.9% | Reduced |
| AlTi Global, Inc. | 11,977 | $649.5K | 0.02% | +2,193+22.4% | Added |
| Archford Capital Strategies, LLC | 11,985 | $649.9K | 0.11% | +127+1.1% | Added |
| BBR Partners, LLC | 11,988 | $650.1K | 0.05% | +1,079+9.9% | Added |
| Robertson Stephens Wealth Management, LLC | 11,989 | $650.2K | 0.04% | +216+1.8% | Added |
| David Loasby | 12,600 | $650.2K | 0.07% | +4,844+62.5% | Added |
| Boston Financial Mangement LLC | 12,034 | $652.6K | 0.02% | −751−5.9% | Reduced |
| Lantern Wealth Advisors, LLC | 12,046 | $653.2K | 0.46% | +142+1.2% | Added |
| SOL Capital Management CO | 12,088 | $656.0K | 0.08% | 00.0% | Unchanged |
| Tompkins Financial Corp | 12,164 | $659.7K | 0.07% | +325+2.7% | Added |
| Old Point Trust & Financial Services N A | 12,211 | $662.2K | 0.24% | +6,680+120.8% | Added |
| Fiducient Advisors LLC | 12,252 | $664.4K | 0.13% | +12,252 | New |
| Ategra Capital Management, LLC | 12,342 | $669.3K | 0.31% | −4,500−26.7% | Reduced |
| Warren Averett Asset Management, LLC | 12,360 | $670.3K | 0.02% | +1,316+11.9% | Added |
| CoreFirst Bank & Trust | 12,380 | $671.4K | 0.42% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,395 | $672.2K | 0.10% | −3,200−20.5% | Reduced |
| Founders Financial Securities LLC | 12,400 | $672.5K | 0.07% | +12,400 | New |
| American Trust Investment Advisors, LLC | 12,462 | $675.8K | 0.32% | +701+6.0% | Added |
| Arete Wealth Advisors, LLC | 12,554 | $678.5K | 0.06% | −480−3.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 12,518 | $678.9K | 0.14% | −1,030−7.6% | Reduced |
| Elmwood Wealth Management, Inc. | 12,550 | $680.6K | 0.29% | +5,963+90.5% | Added |
| Sierra Summit Advisors LLC | 12,567 | $681.5K | 0.19% | −2,152−14.6% | Reduced |
| Waters Parkerson & Co., LLC | 12,585 | $682.0K | 0.04% | −8,400−40.0% | Reduced |
| Montecito Bank & Trust | 12,601 | $683.4K | 0.14% | −323−2.5% | Reduced |
| Bridges Investment Management Inc | 12,629 | $684.9K | 0.02% | −100−0.8% | Reduced |
| First Financial Bank - Trust Division | 12,689 | $688.1K | 0.07% | −612−4.6% | Reduced |