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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 18,761 | $1.02M | 0.25% | −1,106−5.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 18,808 | $1.02M | 0.11% | −2,693−12.5% | Reduced |
| Trust Co | 18,848 | $1.02M | 0.13% | +16,031+569.1% | Added |
| White Pine Capital LLC | 23,269 | $1.02M | 0.39% | −76−0.3% | Reduced |
| Adalta Capital Management LLC | 18,877 | $1.02M | 0.57% | −50−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 19,042 | $1.03M | 0.25% | +60+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,099 | $1.04M | 0.18% | −1,103−5.5% | Reduced |
| Hartline Investment Corp | 19,099 | $1.04M | 0.18% | +15,181+387.5% | Added |
| Brighton Jones LLC | 19,116 | $1.04M | 0.04% | +1,650+9.4% | Added |
| Beech Hill Advisors, Inc. | 19,118 | $1.04M | 0.43% | +291+1.5% | Added |
| United Bank | 19,328 | $1.05M | 0.13% | −490−2.5% | Reduced |
| Ransom Advisory, Ltd | 19,398 | $1.05M | 0.56% | +19,398 | New |
| Monetary Management Group Inc | 19,400 | $1.05M | 0.29% | −725−3.6% | Reduced |
| Financial Advocates Investment Management | 19,408 | $1.05M | 0.06% | +2,224+12.9% | Added |
| Beaumont Financial Advisors, LLC | 19,430 | $1.05M | 0.09% | −1,177−5.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,456 | $1.06M | 0.04% | −1,347−6.5% | Reduced |
| Eqis Capital Management, Inc. | 19,513 | $1.06M | 0.08% | −205−1.0% | Reduced |
| Allegheny Financial Group LTD | 19,534 | $1.06M | 0.33% | +12+0.1% | Added |
| Palisade Asset Management, LLC | 19,563 | $1.06M | 0.10% | +225+1.2% | Added |
| Sanders Morris Harris LLC | 19,644 | $1.07M | 0.20% | +7,187+57.7% | Added |
| Signet Financial Management, LLC | 19,728 | $1.07M | 0.15% | +19,728 | New |
| Wendell David Associates Inc | 19,724 | $1.07M | 0.11% | −228−1.1% | Reduced |
| W Advisors, LLC | 19,810 | $1.07M | 0.74% | +73+0.4% | Added |
| Spire Wealth Management | 19,852 | $1.08M | 0.03% | +2,443+14.0% | Added |
| Reynders McVeigh Capital Management, LLC | 19,845 | $1.08M | 0.06% | −3,249−14.1% | Reduced |
| DT Investment Partners, LLC | 19,880 | $1.08M | 0.11% | +1,810+10.0% | Added |
| Pflug Koory, LLC | 19,888 | $1.08M | 0.53% | +424+2.2% | Added |
| Spotlight Asset Group, Inc. | 19,900 | $1.08M | 0.77% | +450+2.3% | Added |
| Brown, Lisle/Cummings, Inc. | 19,900 | $1.08M | 0.37% | +475+2.4% | Added |
| Campbell Wealth Management | 19,921 | $1.08M | 0.11% | +13,608+215.6% | Added |
| Smithfield Trust Co | 19,998 | $1.09M | 0.06% | −1,049−5.0% | Reduced |
| Global Retirement Partners, LLC | 20,045 | $1.09M | 0.04% | +329+1.7% | Added |
| HAP Trading, LLC | 20,068 | $1.09M | 0.34% | +20,068 | New |
| First American Bank | 20,071 | $1.09M | 0.08% | −175−0.9% | Reduced |
| Cetera Trust Company, N.A | 20,092 | $1.09M | 0.66% | +2,325+13.1% | Added |
| PKO Investment Management Joint-Stock Co | 20,000 | $1.09M | 0.13% | −14,000−41.2% | Reduced |
| Exencial Wealth Advisors, LLC | 20,116 | $1.09M | 0.04% | −2,556−11.3% | Reduced |
| First Manhattan Co | 20,145 | $1.09M | 0.00% | −4,113−17.0% | Reduced |
| Coldstream Capital Management Inc | 20,157 | $1.09M | 0.03% | −1,966−8.9% | Reduced |
| Fundamentun, LLC | 20,160 | $1.09M | 0.11% | +2,519+14.3% | Added |
| Mogy Joel R Investment Counsel Inc | 20,161 | $1.09M | 0.07% | −749−3.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 20,166 | $1.09M | 0.31% | +470+2.4% | Added |
| ZWJ Investment Counsel Inc | 20,195 | $1.10M | 0.05% | −33−0.2% | Reduced |
| 9258 Wealth Management, LLC | 20,198 | $1.10M | 0.17% | −358−1.7% | Reduced |
| First Bank & Trust | 20,207 | $1.10M | 0.23% | +20,207 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,362 | $1.10M | 0.01% | −10,599−32.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,305 | $1.10M | 0.26% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 20,343 | $1.10M | 0.78% | −435−2.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,395 | $1.11M | 0.30% | −723−3.4% | Reduced |
| Opes Wealth Management LLC | 20,420 | $1.11M | 0.26% | −197−1.0% | Reduced |
| Beaton Management Co. Inc. | 20,424 | $1.11M | 0.60% | +500+2.5% | Added |
| Forza Wealth Management, LLC | 20,464 | $1.11M | 0.58% | −80−0.4% | Reduced |
| Paragon Capital Management LLC | 20,500 | $1.11M | 0.60% | +222+1.1% | Added |
| Coastwise Capital Group, LLC | 20,521 | $1.11M | 1.03% | +4,417+27.4% | Added |
| Eads & Heald Wealth Management | 20,531 | $1.11M | 0.52% | −3,755−15.5% | Reduced |
| Neumann Capital Management, LLC | 20,643 | $1.12M | 0.40% | +1,000+5.1% | Added |
| First National Advisers, LLC | 18,812 | $1.13M | 0.25% | +7,595+67.7% | Added |
| Meeder Advisory Services, Inc. | 20,878 | $1.13M | 0.12% | +985+5.0% | Added |
| New Century Financial Group, LLC | 20,938 | $1.14M | 0.79% | +20,938 | New |
| Dominguez Wealth Management Solutions, Inc. | 20,990 | $1.14M | 0.90% | +1,181+6.0% | Added |
| Montag A & Associates Inc | 20,999 | $1.14M | 0.06% | +1,758+9.1% | Added |
| Sutton Place Investors LLC | 21,026 | $1.14M | 0.56% | +6,402+43.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,121 | $1.14M | 1.05% | −248−1.2% | Reduced |
| Acropolis Investment Management, LLC | 21,161 | $1.15M | 0.08% | +1,463+7.4% | Added |
| Jones Financial Companies LLLP | 21,167 | $1.15M | 0.00% | +5,162+32.3% | Added |
| YHB Investment Advisors, Inc. | 21,253 | $1.15M | 0.10% | −4,915−18.8% | Reduced |
| J. W. Coons Advisors, LLC | 21,320 | $1.16M | 0.26% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 21,360 | $1.16M | 0.25% | +260+1.2% | Added |
| RMB Capital Management, LLC | 21,423 | $1.16M | 0.03% | +3,895+22.2% | Added |
| Stonebrook Private Inc. | 21,470 | $1.16M | 0.34% | +258+1.2% | Added |
| Cigna Investments Inc | 21,512 | $1.17M | 0.22% | −269−1.2% | Reduced |
| Chatham Capital Group, Inc. | 21,595 | $1.17M | 0.21% | −500−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 21,751 | $1.18M | 0.18% | +553+2.6% | Added |
| Cobblestone Capital Advisors LLC | 21,752 | $1.18M | 0.07% | −1,155−5.0% | Reduced |
| Claro Advisors LLC | 21,779 | $1.18M | 0.21% | +2,923+15.5% | Added |
| Sky Investment Group LLC | 21,788 | $1.18M | 0.23% | −3,354−13.3% | Reduced |
| Matrix Trust Co | 21,793 | $1.18M | 0.27% | −920−4.1% | Reduced |
| Morningstar Investment Management LLC | 21,955 | $1.19M | 0.13% | 00.0% | Unchanged |
| Cooper Financial Group | 21,996 | $1.19M | 0.20% | +2,539+13.0% | Added |
| Park National Corp | 22,122 | $1.20M | 0.05% | −4,743−17.7% | Reduced |
| Capstone Financial Advisors, Inc. | 22,138 | $1.20M | 0.08% | +7,930+55.8% | Added |
| Symmetry Partners, LLC | 22,145 | $1.20M | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 22,234 | $1.21M | 0.04% | +4,218+23.4% | Added |
| Veriti Management LLC | 22,320 | $1.21M | 0.09% | +7,649+52.1% | Added |
| Harbor Investment Advisory, LLC | 22,324 | $1.21M | 0.13% | +4,100+22.5% | Added |
| Mission Wealth Management, LP | 22,359 | $1.21M | 0.03% | +1,903+9.3% | Added |
| LVW Advisors, LLC | 22,430 | $1.22M | 0.21% | +87+0.4% | Added |
| Diversify Advisory Services, LLC | 22,960 | $1.22M | 0.07% | +22,960 | New |
| Chapin Davis, Inc. | 22,544 | $1.22M | 0.45% | +4,159+22.6% | Added |
| Manchester Capital Management LLC | 22,546 | $1.22M | 0.15% | +398+1.8% | Added |
| Stonebridge Capital Management Inc | 22,590 | $1.23M | 0.55% | +25+0.1% | Added |
| Exchange Traded Concepts, LLC | 22,589 | $1.23M | 0.03% | −6,001−21.0% | Reduced |
| ARS Investment Partners, LLC | 22,604 | $1.23M | 0.12% | +254+1.1% | Added |
| AlphaMark Advisors, LLC | 22,605 | $1.23M | 0.43% | +514+2.3% | Added |
| Peoples Financial Services Corp. | 22,614 | $1.23M | 0.53% | −8,211−26.6% | Reduced |
| Ti-Trust, Inc | 22,637 | $1.23M | 0.90% | 00.0% | Unchanged |
| Thomasville National Bank | 22,691 | $1.23M | 0.10% | −2,109−8.5% | Reduced |
| Syon Capital LLC | 22,701 | $1.23M | 0.12% | +9,276+69.1% | Added |
| Stiles Financial Services Inc | 22,716 | $1.23M | 0.49% | +8,267+57.2% | Added |
| GYL Financial Synergies, LLC | 22,737 | $1.23M | 0.10% | −3,828−14.4% | Reduced |