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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 22,795 | $1.24M | 0.06% | +983+4.5% | Added |
| MidWestOne Financial Group, Inc. | 22,796 | $1.24M | 0.22% | +200+0.9% | Added |
| Archer Investment Corp | 22,842 | $1.24M | 0.37% | +4,080+21.7% | Added |
| St Germain D J Co Inc | 22,847 | $1.24M | 0.06% | −91−0.4% | Reduced |
| Schulhoff & Co Inc | 22,914 | $1.24M | 0.54% | −40−0.2% | Reduced |
| Nicolet Bankshares Inc | 22,940 | $1.24M | 0.31% | +588+2.6% | Added |
| Pingora Partners LLC | 23,034 | $1.25M | 0.91% | +2,350+11.4% | Added |
| Highlander Capital Management, LLC | 23,109 | $1.25M | 0.43% | −200−0.9% | Reduced |
| Constant Guidance Financial LLC | 24,580 | $1.26M | 1.17% | +24,580 | New |
| Dynasty Wealth Management, LLC | 23,324 | $1.26M | 0.04% | +23,324 | New |
| Bellevue Group AG | 23,436 | $1.27M | 0.02% | +23,436 | New |
| Duff & Phelps Investment Management Co | 23,480 | $1.27M | 0.02% | +387+1.7% | Added |
| Hohimer Wealth Management, LLC | 23,554 | $1.28M | 0.30% | −1,008−4.1% | Reduced |
| Hilltop Holdings Inc. | 23,635 | $1.28M | 0.14% | +889+3.9% | Added |
| Equitable Trust Co | 23,701 | $1.29M | 0.09% | −6,520−21.6% | Reduced |
| Naviter Wealth, LLC | 23,719 | $1.29M | 0.21% | +9,284+64.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23,856 | $1.29M | 0.05% | 00.0% | Unchanged |
| Aries Wealth Management | 23,948 | $1.30M | 0.42% | +103+0.4% | Added |
| Hedges Asset Management LLC | 23,950 | $1.30M | 0.91% | +1,750+7.9% | Added |
| Cobblestone Asset Management LLC | 23,966 | $1.30M | 0.88% | +100+0.4% | Added |
| Poplar Forest Capital LLC | 23,989 | $1.30M | 0.17% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 24,101 | $1.31M | 0.16% | +10,692+79.7% | Added |
| Counterweight Ventures, LLC | 24,102 | $1.31M | 1.05% | +9,331+63.2% | Added |
| Boston Family Office LLC | 24,179 | $1.31M | 0.09% | −2,354−8.9% | Reduced |
| Intrust Bank NA | 24,204 | $1.31M | 0.14% | +2,284+10.4% | Added |
| AlphaCore Capital LLC | 24,212 | $1.31M | 0.35% | +1,964+8.8% | Added |
| Kensington Investment Counsel, LLC | 24,248 | $1.31M | 0.60% | +2,780+12.9% | Added |
| Mather Group, LLC. | 25,662 | $1.32M | 0.02% | −59−0.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 24,276 | $1.32M | 0.13% | −5,197−17.6% | Reduced |
| AXS Investments LLC | 24,325 | $1.32M | 0.32% | −973−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 24,441 | $1.33M | 0.20% | −3,705−13.2% | Reduced |
| Lederer & Associates Investment Counsel | 24,484 | $1.33M | 0.92% | +3,229+15.2% | Added |
| Transatlantique Private Wealth LLC | 24,520 | $1.33M | 0.58% | +6,235+34.1% | Added |
| Trust Asset Management LLC | 24,521 | $1.33M | 0.12% | 00.0% | Unchanged |
| Hancock Whitney Corp | 24,555 | $1.33M | 0.05% | +1,365+5.9% | Added |
| Lazari Capital Management, Inc. | 24,698 | $1.34M | 0.73% | −1,058−4.1% | Reduced |
| Capital City Trust Co | 24,749 | $1.34M | 0.37% | +34+0.1% | Added |
| Insight Inv LLC | 24,771 | $1.34M | 1.17% | +2,530+11.4% | Added |
| Principal Securities, Inc. | 24,773 | $1.34M | 0.04% | +2,572+11.6% | Added |
| Shelton Wealth Management, LLC | 24,928 | $1.35M | 0.85% | 00.0% | Unchanged |
| Howland Capital Management LLC | 24,929 | $1.35M | 0.07% | +364+1.5% | Added |
| Joel Isaacson & Co., LLC | 24,938 | $1.35M | 0.07% | +3,081+14.1% | Added |
| Sumitomo Life Insurance Co | 24,971 | $1.35M | 0.04% | −1,100−4.2% | Reduced |
| Level Four Advisory Services, LLC | 26,392 | $1.35M | 0.07% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.36M | 0.43% | −67,450−73.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.36M | 0.42% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 25,092 | $1.36M | 0.38% | −20.0% | Reduced |
| Auxier Asset Management | 25,170 | $1.36M | 0.21% | −1,604−6.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 25,247 | $1.37M | 0.01% | −592,275−95.9% | Reduced |
| KCM Investment Advisors LLC | 25,353 | $1.37M | 0.05% | −26,681−51.3% | Reduced |
| Excalibur Management Corp | 25,442 | $1.38M | 0.58% | +3,319+15.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 25,565 | $1.39M | 0.03% | −4,366−14.6% | Reduced |
| Webster Bank, N. A. | 25,700 | $1.39M | 0.16% | −1,044−3.9% | Reduced |
| Regal Investment Advisors LLC | 25,759 | $1.40M | 0.10% | +19,044+283.6% | Added |
| BKD Wealth Advisors, LLC | 25,824 | $1.40M | 0.04% | −1,261−4.7% | Reduced |
| Citizens National Bank Trust Department | 25,905 | $1.40M | 0.33% | −2,000−7.2% | Reduced |
| Ardent Capital Management, Inc. | 25,983 | $1.41M | 0.71% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 26,072 | $1.41M | 0.08% | +158+0.6% | Added |
| Western Wealth Management, LLC | 26,303 | $1.43M | 0.11% | +11,681+79.9% | Added |
| Raleigh Capital Management Inc. | 26,349 | $1.43M | 0.62% | +22,383+564.4% | Added |
| Harbour Investments, Inc. | 26,366 | $1.43M | 0.05% | +2,550+10.7% | Added |
| Jensen Investment Management Inc | 26,375 | $1.43M | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 26,441 | $1.43M | 0.30% | −1,948−6.9% | Reduced |
| Altfest L J & Co Inc | 26,449 | $1.43M | 0.21% | −232−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 26,464 | $1.44M | 0.10% | −1,964−6.9% | Reduced |
| Bell Bank | 26,528 | $1.44M | 0.12% | +1,958+8.0% | Added |
| Greenfield Savings Bank | 26,541 | $1.44M | 0.76% | −117−0.4% | Reduced |
| Trust Co of Virginia | 26,567 | $1.44M | 0.14% | −2,477−8.5% | Reduced |
| Eagle Harbor Asset Management Inc | 26,569 | $1.44M | 1.53% | −1,850−6.5% | Reduced |
| Rehmann Capital Advisory Group | 26,607 | $1.44M | 0.11% | +3,080+13.1% | Added |
| Abundance Wealth Counselors | 26,690 | $1.45M | 0.33% | +5,664+26.9% | Added |
| First City Capital Management, Inc. | 26,732 | $1.45M | 0.80% | +1,171+4.6% | Added |
| Nemes Rush Group LLC | 26,806 | $1.45M | 0.21% | +31+0.1% | Added |
| Concurrent Investment Advisors, LLC | 26,903 | $1.46M | 0.06% | +3,040+12.7% | Added |
| Independent Investors Inc | 26,938 | $1.46M | 0.35% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 27,067 | $1.47M | 0.83% | +19,007+235.8% | Added |
| FinTrust Capital Advisors, LLC | 27,090 | $1.47M | 0.28% | −1,102−3.9% | Reduced |
| Citizens Financial Group Inc | 27,133 | $1.47M | 0.05% | −560−2.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 27,203 | $1.48M | 0.14% | −2,902−9.6% | Reduced |
| Valeo Financial Advisors, LLC | 48,865 | $1.48M | 0.05% | +223+0.5% | Added |
| Alaethes Wealth LLC | 27,263 | $1.48M | 0.65% | +10,071+58.6% | Added |
| BNP Paribas | 27,301 | $1.48M | 0.07% | +27,301 | New |
| Caxton Associates LP | 27,369 | $1.48M | 0.10% | +1,430+5.5% | Added |
| Bender Robert & Associates | 27,442 | $1.49M | 0.35% | −250−0.9% | Reduced |
| Journey Advisory Group, LLC | 27,446 | $1.49M | 0.18% | −1,594−5.5% | Reduced |
| KMG Fiduciary Partners, LLC | 27,504 | $1.49M | 0.15% | +1,092+4.1% | Added |
| Dudley Capital Management, LLC | 28,152 | $1.49M | 0.87% | −85−0.3% | Reduced |
| Wolf Group Capital Advisors | 23,467 | $1.50M | 0.71% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 36,450 | $1.50M | 0.12% | 00.0% | Unchanged |
| Humankind Investments LLC | 27,739 | $1.50M | 0.40% | +3,093+12.5% | Added |
| Keynote Financial Services LLC | 27,750 | $1.50M | 1.26% | +27,750 | New |
| Harvest Investment Advisors, LLC | 27,793 | $1.51M | 1.13% | +5,534+24.9% | Added |
| Chilton Capital Management LLC | 27,831 | $1.51M | 0.07% | −999−3.5% | Reduced |
| Icon Advisers Inc | 28,500 | $1.51M | 0.33% | 00.0% | Unchanged |
| Adirondack Trust Co | 27,880 | $1.51M | 0.63% | −575−2.0% | Reduced |
| Quest Investment Management LLC | 28,000 | $1.52M | 0.17% | 00.0% | Unchanged |
| Fiduciary Group LLC | 28,023 | $1.52M | 0.17% | −283−1.0% | Reduced |
| Meridian Management Co | 28,069 | $1.52M | 0.42% | −55−0.2% | Reduced |
| Birchbrook, Inc. | 28,104 | $1.52M | 0.91% | +2,719+10.7% | Added |
| Ledyard National Bank | 28,148 | $1.53M | 0.15% | −3,035−9.7% | Reduced |