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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 28,161 | $1.53M | 0.04% | −145,584−83.8% | Reduced |
| Viewpoint Capital Management LLC | 28,346 | $1.54M | 0.98% | −2,400−7.8% | Reduced |
| MTM Investment Management, LLC | 28,410 | $1.54M | 0.64% | −149−0.5% | Reduced |
| IFP Advisors, Inc | 28,418 | $1.54M | 0.07% | −2,130−7.0% | Reduced |
| Marshall Financial Group LLC | 28,437 | $1.54M | 0.44% | +2,124+8.1% | Added |
| Change Path, LLC | 28,536 | $1.55M | 0.06% | +10,709+60.1% | Added |
| TSP Capital Management Group, LLC | 28,550 | $1.55M | 0.50% | −242−0.8% | Reduced |
| North Star Investment Management Corp. | 28,554 | $1.55M | 0.11% | −108−0.4% | Reduced |
| Stonegate Investment Group, LLC | 28,572 | $1.55M | 0.05% | +24+0.1% | Added |
| Girard Partners Ltd. | 28,605 | $1.55M | 0.15% | −1,963−6.4% | Reduced |
| Wealthspire Advisors, LLC | 28,687 | $1.56M | 0.02% | −6,714−19.0% | Reduced |
| Providence Wealth Advisors, LLC | 29,502 | $1.56M | 1.33% | +23,579+398.1% | Added |
| CAPROCK Group, Inc. | 28,698 | $1.56M | 0.09% | +4,063+16.5% | Added |
| Machina Capital S.A.S. | 28,829 | $1.56M | 0.82% | +17,917+164.2% | Added |
| Vista Investment Partners LLC | 28,972 | $1.57M | 0.54% | −724−2.4% | Reduced |
| Silver Lake Advisory, LLC | 29,006 | $1.57M | 0.70% | +124+0.4% | Added |
| Harvey Capital Management Inc | 29,010 | $1.57M | 0.46% | −174−0.6% | Reduced |
| Oarsman Capital, Inc. | 29,033 | $1.57M | 0.38% | +1,012+3.6% | Added |
| Lakewood Asset Management LLC | 29,093 | $1.58M | 1.07% | +2,744+10.4% | Added |
| Cladis Investment Advisory, LLC | 29,153 | $1.58M | 1.16% | +350+1.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 29,175 | $1.58M | 0.30% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 29,351 | $1.59M | 0.62% | −135−0.5% | Reduced |
| SFMG, LLC | 29,467 | $1.60M | 0.14% | −1,725−5.5% | Reduced |
| Mount Vernon Associates Inc | 29,619 | $1.61M | 1.36% | +139+0.5% | Added |
| Philadelphia Trust Co | 29,647 | $1.61M | 0.13% | −500−1.7% | Reduced |
| Prestige Wealth Management Group LLC | 20,710 | $1.61M | 0.35% | +24+0.1% | Added |
| Hikari Power Ltd | 29,820 | $1.62M | 0.14% | −7,460−20.0% | Reduced |
| Summit Global Investments | 29,835 | $1.62M | 0.12% | −8,205−21.6% | Reduced |
| BLB&B Advisors, LLC | 29,875 | $1.62M | 0.09% | −1,053−3.4% | Reduced |
| McGuire Investment Group, LLC | 29,917 | $1.62M | 0.24% | −47,246−61.2% | Reduced |
| Hanson & Doremus Investment Management | 29,982 | $1.63M | 0.28% | −3,389−10.2% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.63M | 1.23% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 30,108 | $1.63M | 0.33% | −152−0.5% | Reduced |
| Coombe, Bender & Co LLC | 30,189 | $1.64M | 0.99% | +3,310+12.3% | Added |
| Foster & Motley Inc | 30,339 | $1.65M | 0.11% | −3,773−11.1% | Reduced |
| Boyar Asset Management Inc. | 30,416 | $1.65M | 1.08% | +1,309+4.5% | Added |
| Kovack Advisors, Inc. | 30,489 | $1.65M | 0.20% | +7,464+32.4% | Added |
| J.W. Cole Advisors, Inc. | 30,629 | $1.65M | 0.08% | −1,202−3.8% | Reduced |
| Richard P Slaughter Associates Inc | 30,517 | $1.65M | 0.40% | +1,102+3.7% | Added |
| Oxler Private Wealth LLC | 30,552 | $1.66M | 0.65% | +22,627+285.5% | Added |
| Hartford Financial Management Inc. | 30,746 | $1.67M | 0.35% | −9,952−24.5% | Reduced |
| Exchange Bank | 30,817 | $1.67M | 1.37% | −296−1.0% | Reduced |
| Prio Wealth Limited Partnership | 30,829 | $1.67M | 0.05% | −1,154−3.6% | Reduced |
| Cito Capital Group, LLC | 30,900 | $1.68M | 0.69% | +1,900+6.6% | Added |
| Palogic Value Management, L.P. | 30,917 | $1.68M | 0.73% | +573+1.9% | Added |
| Longfellow Investment Management Co LLC | 30,976 | $1.68M | 0.38% | +6,107+24.6% | Added |
| Capstone Investment Advisors, LLC | 31,025 | $1.68M | 0.03% | −321,271−91.2% | Reduced |
| Moneta Group Investment Advisors LLC | 31,046 | $1.68M | 0.03% | +13,011+72.1% | Added |
| Ridgewood Investments LLC | 31,181 | $1.69M | 0.90% | +1,483+5.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,252 | $1.69M | 0.04% | −7,331−19.0% | Reduced |
| Qtron Investments LLC | 31,252 | $1.69M | 0.24% | +10,469+50.4% | Added |
| Perpetual Ltd | 31,566 | $1.71M | 0.02% | +12,266+63.6% | Added |
| Institute for Wealth Management, LLC. | 31,578 | $1.71M | 0.22% | +1,522+5.1% | Added |
| Essex Financial Services, Inc. | 31,612 | $1.71M | 0.16% | −2,082−6.2% | Reduced |
| Merit Financial Group, LLC | 39,012 | $1.72M | 0.04% | +18,988+94.8% | Added |
| Plimoth Trust Co LLC | 31,677 | $1.72M | 0.46% | −460−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 31,750 | $1.72M | 0.04% | −246,564−88.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 31,778 | $1.72M | 0.60% | −4,277−11.9% | Reduced |
| Longbow Finance SA | 31,905 | $1.73M | 0.17% | +31,905 | New |
| Texas Capital Bank Wealth Management Services Inc | 31,959 | $1.73M | 0.19% | −50.0% | Reduced |
| Arvest Investments, Inc. | 31,978 | $1.73M | 0.27% | −5,413−14.5% | Reduced |
| South State Corp. | 31,996 | $1.74M | 0.14% | +1,297+4.2% | Added |
| Ameliora Wealth Management Ltd. | 32,144 | $1.74M | 0.79% | +1,322+4.3% | Added |
| Smith, Moore & Co. | 32,153 | $1.74M | 0.19% | −857−2.6% | Reduced |
| Parallel Advisors, LLC | 32,556 | $1.77M | 0.05% | −2,630−7.5% | Reduced |
| Investment House LLC | 32,570 | $1.77M | 0.10% | +12,575+62.9% | Added |
| HBK Sorce Advisory LLC | 32,578 | $1.77M | 0.06% | +1,159+3.7% | Added |
| Moody National Bank Trust Division | 32,604 | $1.77M | 0.14% | −289−0.9% | Reduced |
| Beddow Capital Management Inc | 32,655 | $1.77M | 0.77% | +3,749+13.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 36,182 | $1.78M | 0.34% | −1,249−3.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,892 | $1.78M | 0.09% | −47−0.1% | Reduced |
| Herold Advisors, Inc. | 32,913 | $1.79M | 0.43% | +1,169+3.7% | Added |
| Pensionfund Sabic | 33,000 | $1.79M | 0.53% | −1,000−2.9% | Reduced |
| Horizon Investments, LLC | 33,472 | $1.79M | 0.05% | +9,438+39.3% | Added |
| Triangle Securities Wealth Management | 33,119 | $1.80M | 0.51% | +2,634+8.6% | Added |
| St. Louis Trust Co | 33,158 | $1.80M | 0.28% | +3,451+11.6% | Added |
| D L Carlson Investment Group Inc | 33,174 | $1.80M | 0.35% | −1,612−4.6% | Reduced |
| Karpas Strategies, LLC | 33,242 | $1.80M | 0.56% | +160.0% | Added |
| Harbour Investment Management LLC | 33,270 | $1.80M | 0.85% | +8,390+33.7% | Added |
| First Western Trust Bank | 33,338 | $1.81M | 0.08% | −551−1.6% | Reduced |
| AdvisorNet Financial, Inc | 33,379 | $1.81M | 0.17% | +4,138+14.2% | Added |
| Koshinski Asset Management, Inc. | 33,393 | $1.81M | 0.19% | −7,655−18.6% | Reduced |
| Udine Wealth Management, Inc. | 33,571 | $1.82M | 1.27% | +33,571 | New |
| KG&L Capital Management,LLC | 33,580 | $1.82M | 0.72% | +6,277+23.0% | Added |
| Cypress Capital, LLC | 33,647 | $1.82M | 0.50% | +30+0.1% | Added |
| NTV Asset Management LLC | 33,706 | $1.83M | 0.28% | +2,884+9.4% | Added |
| Greenleaf Trust | 33,743 | $1.83M | 0.02% | −20,148−37.4% | Reduced |
| Means Investment Co., Inc. | 33,877 | $1.84M | 0.24% | −7,017−17.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,954 | $1.84M | 0.15% | +808+2.4% | Added |
| King Luther Capital Management Corp | 33,987 | $1.84M | 0.01% | +10,171+42.7% | Added |
| Flagship Harbor Advisors, LLC | 34,157 | $1.85M | 0.12% | +4,680+15.9% | Added |
| Pekin Hardy Strauss, Inc. | 34,226 | $1.86M | 0.25% | +919+2.8% | Added |
| Dynamic Advisor Solutions LLC | 34,323 | $1.86M | 0.06% | −1,501−4.2% | Reduced |
| Sykon Capital LLC | 34,429 | $1.87M | 0.68% | +34,429 | New |
| Corrado Advisors, LLC | 34,441 | $1.87M | 1.23% | −891−2.5% | Reduced |
| Atlantic Union Bankshares Corp | 34,500 | $1.87M | 0.16% | −650−1.8% | Reduced |
| Trust Co of Toledo NA | 34,823 | $1.89M | 0.30% | +1,027+3.0% | Added |
| Range Financial Group LLC | 34,942 | $1.89M | 0.98% | +5,651+19.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 34,997 | $1.90M | 0.04% | −280,277−88.9% | Reduced |
| Exchange Capital Management, Inc. | 35,135 | $1.91M | 0.31% | +50+0.1% | Added |