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 |
|---|---|---|---|---|---|
| Berkshire Bank | 15,236 | $826.2K | 0.21% | −9,322−38.0% | Reduced |
| Physicians Financial Services, Inc. | 15,288 | $829.0K | 0.29% | −100−0.6% | Reduced |
| MSH Capital Advisors LLC | 15,313 | $830.4K | 0.29% | −800−5.0% | Reduced |
| Cim Investment Mangement Inc | 15,315 | $830.5K | 0.25% | 00.0% | Unchanged |
| Smith, Salley & Associates | 15,347 | $832.3K | 0.06% | +7,676+100.1% | Added |
| Quantitative Investment Management, LLC | 15,364 | $833.0K | 0.05% | −8,250−34.9% | Reduced |
| Cornerstone Wealth Management, LLC | 15,392 | $834.7K | 0.07% | +948+6.6% | Added |
| Alera Investment Advisors, LLC | 15,396 | $834.9K | 0.11% | +3,584+30.3% | Added |
| Clear Harbor Asset Management, LLC | 15,406 | $835.5K | 0.07% | −2,832−15.5% | Reduced |
| United Bank | 15,453 | $838.0K | 0.43% | +901+6.2% | Added |
| Community Bank of Raymore | 15,515 | $841.4K | 0.40% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17,264 | $842.4K | 0.03% | +9,334+117.7% | Added |
| NorthRock Partners, LLC | 15,537 | $842.6K | 0.03% | +1,250+8.7% | Added |
| Mill Creek Capital Advisors, LLC | 15,559 | $843.8K | 0.02% | +517+3.4% | Added |
| InterOcean Capital Group, LLC | 15,564 | $844.0K | 0.02% | −1,532−9.0% | Reduced |
| Nwam LLC | 18,700 | $844.6K | 0.07% | −196−1.0% | Reduced |
| Intrua Financial, LLC | 15,602 | $846.1K | 0.13% | +4,522+40.8% | Added |
| Seelaus Asset Management LLC | 15,612 | $846.6K | 0.84% | −1,599−9.3% | Reduced |
| Aull & Monroe Investment Management Corp | 15,621 | $847.1K | 0.39% | −2,300−12.8% | Reduced |
| Calamos Wealth Management LLC | 15,621 | $847.1K | 0.05% | −221−1.4% | Reduced |
| Essex Savings Bank | 16,519 | $847.6K | 0.25% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 15,654 | $848.9K | 0.34% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15,677 | $850.2K | 0.19% | +1,636+11.7% | Added |
| Indiana Trust & Investment Management CO | 15,686 | $850.7K | 0.34% | −158−1.0% | Reduced |
| Buckley Wealth Management, LLC | 15,732 | $853.1K | 0.27% | −870−5.2% | Reduced |
| Good Life Advisors, LLC | 15,793 | $856.5K | 0.08% | −999−5.9% | Reduced |
| Chicago Capital, LLC | 15,796 | $856.6K | 0.03% | −499−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 15,817 | $857.8K | 0.10% | −22,522−58.7% | Reduced |
| Parkside Financial Bank & Trust | 15,837 | $858.8K | 0.14% | −1,180−6.9% | Reduced |
| Park Edge Advisors, LLC | 15,877 | $861.0K | 0.24% | −826−4.9% | Reduced |
| Aigen Investment Management, LP | 15,951 | $865.0K | 0.19% | +15,951 | New |
| Black Maple Capital Management LP | 16,000 | $867.7K | 0.58% | +1,000+6.7% | Added |
| Mission Creek Capital Partners, Inc. | 16,003 | $867.9K | 0.23% | −10,558−39.8% | Reduced |
| High Net Worth Advisory Group LLC | 16,046 | $870.2K | 0.27% | +1,055+7.0% | Added |
| Hoylecohen, LLC | 16,078 | $871.9K | 0.07% | −71,387−81.6% | Reduced |
| Chesapeake Wealth Management | 16,192 | $878.1K | 0.32% | −3,712−18.6% | Reduced |
| Anchor Investment Management, LLC | 16,255 | $881.5K | 0.09% | −5,396−24.9% | Reduced |
| Mystic Asset Management, Inc. | 16,290 | $883.4K | 0.37% | +220+1.4% | Added |
| Portside Wealth Group, LLC | 16,315 | $884.8K | 0.16% | +252+1.6% | Added |
| Hengehold Capital Management LLC | 16,331 | $885.6K | 0.09% | +20.0% | Added |
| Summit Trail Advisors, LLC | 16,343 | $886.3K | 0.02% | +4,717+40.6% | Added |
| Optimum Investment Advisors | 16,363 | $887.4K | 0.41% | −648−3.8% | Reduced |
| City Holding Co | 16,410 | $889.7K | 0.13% | −2,455−13.0% | Reduced |
| Fruth Investment Management | 16,430 | $890.0K | 0.23% | +100+0.6% | Added |
| Midland Wealth Advisors LLC | 16,424 | $890.7K | 0.05% | +574+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 16,445 | $892.0K | 0.09% | −455−2.7% | Reduced |
| Keudell/Morrison Wealth Management | 16,452 | $892.2K | 0.27% | +5,511+50.4% | Added |
| Penobscot Investment Management Company, Inc. | 16,498 | $894.7K | 0.09% | −1,939−10.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 16,528 | $896.3K | 0.34% | +1,284+8.4% | Added |
| Convergence Investment Partners, LLC | 16,614 | $901.0K | 0.35% | +6,416+62.9% | Added |
| Perkins Capital Management Inc | 16,641 | $902.0K | 0.75% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 16,642 | $902.5K | 0.33% | −1,000−5.7% | Reduced |
| Spirit of America Management Corp | 16,650 | $902.9K | 0.18% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 20,278 | $903.6K | 0.25% | +20,278 | New |
| Credential Qtrade Securities Inc. | 16,680 | $904.6K | 0.05% | +16,680 | New |
| Welch Group, LLC | 16,682 | $904.7K | 0.04% | −66,868−80.0% | Reduced |
| Aptus Capital Advisors, LLC | 16,758 | $908.8K | 0.02% | +2,305+15.9% | Added |
| Grey Street Capital, LLC | 16,771 | $909.5K | 0.12% | +11,745+233.7% | Added |
| Fountainhead AM, LLC | 16,798 | $910.9K | 0.22% | +1,277+8.2% | Added |
| Woodmont Investment Counsel LLC | 16,919 | $917.5K | 0.08% | −1,686−9.1% | Reduced |
| Aviso Wealth Management | 17,074 | $925.9K | 0.58% | +12,551+277.5% | Added |
| Ritholtz Wealth Management | 17,143 | $929.7K | 0.03% | +1,478+9.4% | Added |
| Central Pacific Bank - Trust Division | 17,565 | $930.8K | 0.12% | +17,565 | New |
| 1620 Investment Advisors, Inc. | 17,174 | $931.3K | 0.95% | +16,646+3,152.7% | Added |
| 180 Wealth Advisors, LLC | 17,203 | $932.9K | 0.17% | −1,762−9.3% | Reduced |
| Van Cleef Asset Management,Inc | 17,228 | $934.3K | 0.12% | −348−2.0% | Reduced |
| Strategic Blueprint, LLC | 17,293 | $937.8K | 0.07% | +7,578+78.0% | Added |
| Lansing Street Advisors | 17,298 | $938.1K | 0.42% | +8,595+98.8% | Added |
| Delta Financial Advisors LLC | 17,317 | $939.1K | 0.37% | −671−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,364 | $941.6K | 0.17% | −13−0.1% | Reduced |
| Arden Trust Co | 17,378 | $942.4K | 0.13% | −203−1.2% | Reduced |
| GAMMA Investing LLC | 17,424 | $944.9K | 0.19% | +4,348+33.3% | Added |
| Lake Street Financial LLC | 17,447 | $946.2K | 0.13% | +2,197+14.4% | Added |
| Baxter Bros Inc | 17,458 | $946.7K | 0.12% | −4,498−20.5% | Reduced |
| Garrison Point Advisors, LLC | 17,470 | $947.4K | 0.61% | −400−2.2% | Reduced |
| Baldwin Investment Management, LLC | 17,479 | $947.9K | 0.13% | −650−3.6% | Reduced |
| Mitchell Sinkler & Starr | 17,565 | $952.5K | 0.24% | −9,577−35.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,611 | $955.1K | 0.13% | +7,616+76.2% | Added |
| Graham Capital Management, L.P. | 17,639 | $956.6K | 0.03% | −24,180−57.8% | Reduced |
| Alta Wealth Advisors LLC | 17,681 | $958.8K | 0.49% | −1,994−10.1% | Reduced |
| Chicago Trust Co NA | 17,695 | $959.6K | 0.20% | −30−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,729 | $961.4K | 0.41% | +46+0.3% | Added |
| Beacon Financial Advisory LLC | 17,736 | $961.8K | 0.47% | +4,290+31.9% | Added |
| Atlas Brown,Inc. | 17,795 | $965.0K | 0.35% | −269−1.5% | Reduced |
| Letson Investment Management, Inc. | 17,851 | $968.1K | 0.41% | −1,045−5.5% | Reduced |
| Bank of Hawaii | 17,909 | $971.2K | 0.05% | +357+2.0% | Added |
| Alhambra Investment Partners LLC | 17,988 | $975.5K | 0.53% | −7,135−28.4% | Reduced |
| Old North State Trust, LLC | 18,111 | $982.0K | 0.83% | +18,111 | New |
| Sentry LLC | 18,132 | $983.3K | 0.19% | −183−1.0% | Reduced |
| First County Bank | 18,161 | $984.9K | 0.48% | +2,705+17.5% | Added |
| Quadrant Private Wealth Management, LLC | 18,190 | $986.4K | 0.25% | −79−0.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 18,202 | $987.1K | 0.41% | +1,280+7.6% | Added |
| Affinity Investment Advisors, LLC | 18,223 | $988.2K | 0.72% | −42−0.2% | Reduced |
| Little House Capital LLC | 18,271 | $990.8K | 0.33% | +4,548+33.1% | Added |
| XTX Topco Ltd | 18,282 | $991.4K | 0.13% | +11,602+173.7% | Added |
| GeoWealth Management, LLC | 18,322 | $993.6K | 0.04% | +7,826+74.6% | Added |
| Headinvest, LLC | 18,371 | $996.3K | 0.19% | +2,019+12.3% | Added |
| Independent Financial Group, LLC | 18,505 | $1.00M | 0.05% | −2,383−11.4% | Reduced |
| Main Street Research LLC | 18,618 | $1.01M | 0.07% | −2,379−11.3% | Reduced |
| Citizens & Northern Corp | 18,694 | $1.01M | 0.34% | −536−2.8% | Reduced |