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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 12,751 | $691.5K | 0.73% | +123+1.0% | Added |
| Capital Advisors Inc | 12,760 | $692.0K | 0.01% | +22+0.2% | Added |
| Everett Harris & Co | 12,770 | $692.5K | 0.01% | −445−3.4% | Reduced |
| Richwood Investment Advisors, LLC | 12,821 | $695.3K | 0.62% | −1,949−13.2% | Reduced |
| Trajan Wealth LLC | 12,878 | $698.4K | 0.05% | +12,878 | New |
| Nichols & Pratt Advisers LLP | 12,895 | $699.3K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,915 | $700.4K | 0.06% | +8,582+198.1% | Added |
| Onyx Bridge Wealth Group LLC | 15,652 | $702.0K | 0.13% | +9,168+141.4% | Added |
| Millennium Management LLC | 12,960 | $702.8K | 0.00% | −2,474,633−99.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,979 | $703.9K | 0.06% | −5,341−29.2% | Reduced |
| Grove Bank & Trust | 13,033 | $706.8K | 0.12% | +8,218+170.7% | Added |
| Pinnacle West Asset Management, Inc. | 13,055 | $708.0K | 0.56% | −85−0.6% | Reduced |
| OmniStar Financial Group, Inc. | 13,092 | $710.0K | 0.65% | −3,000−18.6% | Reduced |
| Private Wealth Partners, LLC | 13,110 | $711.0K | 0.06% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 13,140 | $712.6K | 0.08% | −1,420−9.8% | Reduced |
| Bank Ozk | 13,158 | $713.6K | 0.32% | −1,352−9.3% | Reduced |
| Union Savings Bank | 13,185 | $714.9K | 0.37% | +150+1.2% | Added |
| Grandfield & Dodd, LLC | 13,234 | $717.7K | 0.05% | −906−6.4% | Reduced |
| Vectors Research Management, LLC | 13,247 | $718.0K | 0.20% | −183−1.4% | Reduced |
| Broderick Brian C | 13,267 | $719.5K | 0.15% | +1,467+12.4% | Added |
| First Commonwealth Financial Corp | 13,286 | $720.5K | 0.19% | +8,639+185.9% | Added |
| Atwood & Palmer Inc | 13,328 | $722.8K | 0.05% | +126+1.0% | Added |
| Marcum Wealth, LLC | 13,368 | $724.9K | 0.07% | +5,090+61.5% | Added |
| Schechter Investment Advisors, LLC | 13,374 | $725.3K | 0.05% | −1,930−12.6% | Reduced |
| Proequities, Inc. | 13,383 | $725.8K | 0.05% | −846−5.9% | Reduced |
| Formidable Asset Management, LLC | 13,432 | $728.4K | 0.12% | +1,119+9.1% | Added |
| Schmidt P J Investment Management Inc | 13,487 | $731.4K | 0.14% | −2,675−16.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,507 | $732.5K | 0.02% | +114+0.9% | Added |
| Coastal Investment Advisors, Inc. | 13,521 | $733.2K | 0.15% | +2,399+21.6% | Added |
| Lake Street Advisors Group, LLC | 13,530 | $733.7K | 0.03% | −1,077−7.4% | Reduced |
| Iron Financial, LLC | 13,530 | $733.7K | 0.41% | +3,060+29.2% | Added |
| LVM Capital Management Ltd | 13,550 | $735.0K | 0.09% | −150−1.1% | Reduced |
| St. Clair Advisors, LLC | 13,560 | $735.4K | 0.24% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 13,567 | $735.7K | 0.03% | −284−2.1% | Reduced |
| Opinicus Capital, Inc. | 13,599 | $737.5K | 0.65% | +5,319+64.2% | Added |
| ProVise Management Group, LLC | 13,600 | $737.5K | 0.06% | −1,022−7.0% | Reduced |
| Graypoint LLC | 13,642 | $739.8K | 0.05% | −133−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 13,671 | $741.4K | 0.20% | +455+3.4% | Added |
| Sax Wealth Advisors, LLC | 13,700 | $742.9K | 0.09% | −155−1.1% | Reduced |
| Options Solutions, LLC | 13,716 | $743.8K | 0.42% | −1,193−8.0% | Reduced |
| Roman Butler Fullerton & Co | 15,138 | $743.9K | 0.28% | −2,291−13.1% | Reduced |
| WoodTrust Financial Corp | 13,726 | $744.0K | 0.12% | +3,809+38.4% | Added |
| Ronald Blue Trust, Inc. | 13,740 | $745.1K | 0.01% | −949−6.5% | Reduced |
| Fortem Financial Group, LLC | 13,803 | $748.5K | 0.33% | +1,966+16.6% | Added |
| Triumph Capital Management | 14,161 | $750.4K | 0.31% | +374+2.7% | Added |
| Gold Investment Management Ltd. | 13,841 | $750.6K | 0.30% | +262+1.9% | Added |
| Norden Group LLC | 13,846 | $750.8K | 0.15% | +3,213+30.2% | Added |
| Ironwood Financial, llc | 13,973 | $757.8K | 0.17% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 14,035 | $761.2K | 0.09% | −1,091−7.2% | Reduced |
| Skopos Labs, Inc. | 14,381 | $762.0K | 0.33% | +6,021+72.0% | Added |
| Burney Co | 14,116 | $765.5K | 0.03% | −347−2.4% | Reduced |
| Guardian Investment Management | 14,125 | $766.0K | 0.63% | −10,700−43.1% | Reduced |
| Fayez Sarofim & Co | 14,146 | $767.1K | 0.00% | −3,909−21.7% | Reduced |
| Cidel Asset Management Inc | 14,151 | $767.4K | 0.06% | +2,111+17.5% | Added |
| Court Place Advisors, LLC | 14,153 | $767.5K | 0.25% | −800−5.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,189 | $769.5K | 0.12% | −456−3.1% | Reduced |
| Checchi Capital Advisers, LLC | 14,202 | $770.2K | 0.06% | −1,287−8.3% | Reduced |
| Field & Main Bank | 14,206 | $770.2K | 0.30% | −476−3.2% | Reduced |
| Pavion Blue Capital, LLC | 14,233 | $771.9K | 0.38% | −2,143−13.1% | Reduced |
| Waratah Capital Advisors Ltd. | 14,237 | $772.1K | 0.04% | +14,237 | New |
| Schnieders Capital Management LLC | 14,247 | $772.6K | 0.16% | −226−1.6% | Reduced |
| KRS Capital Management, LLC | 14,260 | $773.3K | 0.62% | −209−1.4% | Reduced |
| CSS LLC | 14,300 | $775.5K | 0.06% | −500−3.4% | Reduced |
| Boston Trust Walden Corp | 14,311 | $776.1K | 0.01% | −605−4.1% | Reduced |
| Dorchester Wealth Management Co | 14,330 | $777.1K | 0.14% | +855+6.3% | Added |
| Aspire Private Capital, LLC | 14,337 | $777.5K | 0.20% | +3,141+28.1% | Added |
| M Holdings Securities, Inc. | 14,351 | $778.0K | 0.13% | −2,055−12.5% | Reduced |
| WCG Wealth Advisors LLC | 14,356 | $779.0K | 0.07% | +980+7.3% | Added |
| StoneX Group Inc. | 14,375 | $779.6K | 0.07% | +583+4.2% | Added |
| Cohen Capital Management, Inc. | 14,390 | $780.4K | 0.14% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 14,403 | $781.1K | 0.09% | +645+4.7% | Added |
| Truvestments Capital LLC | 14,404 | $781.1K | 0.30% | −23,332−61.8% | Reduced |
| Capital Wealth Planning, LLC | 14,440 | $783.1K | 0.01% | −500−3.3% | Reduced |
| HCR Wealth Advisors | 14,441 | $783.2K | 0.12% | −177−1.2% | Reduced |
| Donoghue Forlines LLC | 14,484 | $785.5K | 0.22% | +3,892+36.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,492 | $785.9K | 0.02% | +654+4.7% | Added |
| Abn Amro Investment Solutions | 14,504 | $786.6K | 0.01% | −276−1.9% | Reduced |
| Navellier & Associates Inc | 14,551 | $789.1K | 0.10% | +14,551 | New |
| Impact Partnership Wealth, LLC | 14,561 | $789.6K | 0.31% | −2,112−12.7% | Reduced |
| DRW Securities, LLC | 14,585 | $790.9K | 0.05% | +1,856+14.6% | Added |
| Richard W. Paul & Associates, LLC | 14,651 | $794.5K | 0.32% | +2,860+24.3% | Added |
| Benedetti & Gucer, Inc. | 14,668 | $795.0K | 0.39% | −4,794−24.6% | Reduced |
| Chicago Partners Investment Group LLC | 16,244 | $795.8K | 0.03% | +31+0.2% | Added |
| Sawgrass Asset Management LLC | 14,717 | $798.1K | 0.09% | +509+3.6% | Added |
| Procyon Private Wealth Partners, LLC | 14,807 | $803.0K | 0.06% | +5,595+60.7% | Added |
| Quadcap Wealth Management, LLC | 14,850 | $805.3K | 0.18% | −1,995−11.8% | Reduced |
| Saybrook Capital | 14,863 | $806.0K | 0.21% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 14,888 | $807.4K | 0.45% | −1,034−6.5% | Reduced |
| Accredited Investors Inc. | 14,894 | $807.7K | 0.05% | −57−0.4% | Reduced |
| Athena Investment Management | 14,953 | $810.9K | 0.49% | +33+0.2% | Added |
| Investment Partners, Ltd. | 14,953 | $810.9K | 0.37% | +76+0.5% | Added |
| Carlson Capital L P | 15,000 | $813.5K | 0.07% | +15,000 | New |
| Spinnaker Trust | 15,036 | $815.4K | 0.05% | −3,705−19.8% | Reduced |
| Roundview Capital LLC | 15,083 | $817.9K | 0.07% | −4,071−21.3% | Reduced |
| NBC Securities, Inc. | 15,118 | $819.0K | 0.08% | +3,169+26.5% | Added |
| Correct Capital Wealth Management | 15,120 | $820.0K | 0.19% | +7,345+94.5% | Added |
| Bailard, Inc. | 15,159 | $822.1K | 0.02% | −490−3.1% | Reduced |
| Washington Trust Co | 15,180 | $823.2K | 0.03% | −280−1.8% | Reduced |
| Broadwater Capital Management LLC | 15,220 | $825.4K | 0.63% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 15,232 | $826.0K | 0.03% | −6,820−30.9% | Reduced |