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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 35,200 | $1.91M | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 35,233 | $1.91M | 0.64% | −1,750−4.7% | Reduced |
| 1st Source Bank | 35,328 | $1.92M | 0.11% | −4,639−11.6% | Reduced |
| Silvant Capital Management LLC | 35,460 | $1.92M | 0.09% | +1,847+5.5% | Added |
| Farther Finance Advisors, LLC | 36,364 | $1.93M | 0.12% | +6,346+21.1% | Added |
| Orca Investment Management, LLC | 35,682 | $1.94M | 1.81% | −1,718−4.6% | Reduced |
| Fiduciary Family Office, LLC | 35,800 | $1.94M | 0.76% | +18,617+108.3% | Added |
| Country Club Bank | 35,861 | $1.94M | 0.14% | −653−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 35,893 | $1.95M | 0.08% | −28,746−44.5% | Reduced |
| Gifford Fong Associates | 35,899 | $1.95M | 0.54% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 36,543 | $1.98M | 0.85% | −14,009−27.7% | Reduced |
| Resources Investment Advisors, LLC. | 36,681 | $1.99M | 0.03% | −8,608−19.0% | Reduced |
| Capital Asset Advisory Services LLC | 38,809 | $1.99M | 0.11% | +5,010+14.8% | Added |
| Marco Investment Management LLC | 36,838 | $2.00M | 0.19% | +1,381+3.9% | Added |
| TCW Group Inc | 36,908 | $2.00M | 0.02% | −4,740−11.4% | Reduced |
| Alpha Omega Wealth Management LLC | 36,971 | $2.00M | 0.37% | −674−1.8% | Reduced |
| Rossmore Private Capital | 37,043 | $2.01M | 0.26% | −23,301−38.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 37,246 | $2.02M | 0.14% | −720−1.9% | Reduced |
| Allworth Financial LP | 37,532 | $2.04M | 0.01% | +1,850+5.2% | Added |
| Sompo Asset Management Co., Ltd. | 37,540 | $2.04M | 0.33% | +850+2.3% | Added |
| Intellectus Partners, LLC | 37,588 | $2.04M | 0.54% | −138−0.4% | Reduced |
| Arkadios Wealth Advisors | 37,621 | $2.04M | 0.16% | +7,056+23.1% | Added |
| Summit X, LLC | 37,638 | $2.04M | 0.52% | +37,638 | New |
| Green Square Capital Advisors LLC | 37,657 | $2.04M | 0.27% | +30,718+442.7% | Added |
| Hills Bank & Trust Co | 37,730 | $2.05M | 0.17% | −2,500−6.2% | Reduced |
| Fred Alger Management, LLC | 37,770 | $2.05M | 0.01% | −2,760−6.8% | Reduced |
| 3Chopt Investment Partners, LLC | 37,874 | $2.05M | 0.84% | +10,923+40.5% | Added |
| Arvest Trust Co N A | 38,173 | $2.07M | 0.12% | +3,275+9.4% | Added |
| PEAK6 Investments LLC | 38,213 | $2.07M | 0.10% | −32,045−45.6% | Reduced |
| Buckingham Strategic Partners | 38,228 | $2.07M | 0.06% | +26,208+218.0% | Added |
| Naples Money Management LLC | 38,359 | $2.08M | 2.07% | −1,234−3.1% | Reduced |
| Leelyn Smith, LLC | 38,525 | $2.09M | 0.42% | +1,681+4.6% | Added |
| Wealthcare Advisory Partners LLC | 38,541 | $2.09M | 0.07% | −5,602−12.7% | Reduced |
| SevenBridge Financial Group, LLC | 47,524 | $2.09M | 0.47% | −3,675−7.2% | Reduced |
| Optimist Retirement Group LLC | 38,663 | $2.10M | 1.08% | +30,673+383.9% | Added |
| Townsend & Associates, Inc | 43,126 | $2.11M | 0.25% | +3,070+7.7% | Added |
| Eley Financial Management, Inc | 39,070 | $2.12M | 0.91% | +1,639+4.4% | Added |
| Wealth Alliance | 39,113 | $2.12M | 0.28% | +12,889+49.1% | Added |
| Vise Technologies, Inc. | 39,177 | $2.12M | 0.42% | +6,066+18.3% | Added |
| LMG Wealth Partners, LLC | 39,348 | $2.13M | 0.54% | +349+0.9% | Added |
| Old Port Advisors | 39,490 | $2.14M | 0.66% | +419+1.1% | Added |
| Wintrust Investments LLC | 39,652 | $2.15M | 0.19% | +3,515+9.7% | Added |
| Peak Asset Management, LLC | 39,754 | $2.16M | 0.43% | −13,554−25.4% | Reduced |
| Wahed Invest LLC | 39,794 | $2.16M | 0.49% | +5,421+15.8% | Added |
| Iowa State Bank | 39,955 | $2.17M | 0.48% | −18,411−31.5% | Reduced |
| Selway Asset Management | 39,966 | $2.17M | 0.87% | −1,100−2.7% | Reduced |
| International Assets Investment Management, LLC | 40,929 | $2.17M | 0.23% | +14,639+55.7% | Added |
| Rathbone Brothers plc | 40,150 | $2.18M | 0.01% | −3,598−8.2% | Reduced |
| Tower Bridge Advisors | 40,275 | $2.18M | 0.22% | −1,192−2.9% | Reduced |
| Burns J W & Co Inc | 40,476 | $2.19M | 0.31% | −12,714−23.9% | Reduced |
| Connectus Wealth, LLC | 40,472 | $2.20M | 0.06% | +14,693+57.0% | Added |
| Bragg Financial Advisors, Inc | 40,576 | $2.20M | 0.10% | −1,440−3.4% | Reduced |
| Private Trust Co NA | 40,652 | $2.20M | 0.24% | −1,951−4.6% | Reduced |
| Prospera Financial Services Inc | 40,647 | $2.21M | 0.07% | +12,483+44.3% | Added |
| Garrett Investment Advisors LLC | 40,695 | $2.21M | 0.28% | +11,715+40.4% | Added |
| Berkeley Capital Partners, LLC | 40,743 | $2.21M | 0.67% | +18,546+83.6% | Added |
| Williams Jones Wealth Management, LLC. | 40,831 | $2.21M | 0.03% | −67,462−62.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,873 | $2.22M | 0.01% | −1,461,160−97.3% | Reduced |
| Sheets Smith Wealth Management | 40,901 | $2.22M | 0.25% | −21,107−34.0% | Reduced |
| Ancora Advisors, LLC | 40,938 | $2.22M | 0.05% | +3,654+9.8% | Added |
| Factorial Partners, LLC | 41,000 | $2.22M | 1.26% | −1,000−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 41,000 | $2.22M | 0.04% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 41,012 | $2.22M | 0.43% | +1,604+4.1% | Added |
| Slagle Financial, LLC | 41,030 | $2.23M | 1.21% | −12,894−23.9% | Reduced |
| Caldwell Trust Co | 41,138 | $2.23M | 0.26% | −2,212−5.1% | Reduced |
| Stokes Family Office, LLC | 41,225 | $2.24M | 0.28% | +781+1.9% | Added |
| FineMark National Bank & Trust | 41,372 | $2.24M | 0.08% | −2,079−4.8% | Reduced |
| Arrow Financial Corp | 41,421 | $2.25M | 0.22% | +1,637+4.1% | Added |
| Lecap Asset Management Ltd | 41,751 | $2.26M | 0.47% | +14,572+53.6% | Added |
| Finer Wealth Management, Inc. | 41,795 | $2.27M | 1.49% | −5,660−11.9% | Reduced |
| Barbara Oil Co. | 42,000 | $2.28M | 0.96% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 42,016 | $2.28M | 0.05% | −4,903−10.4% | Reduced |
| Perigon Wealth Management, LLC | 42,139 | $2.29M | 0.07% | −5,720−12.0% | Reduced |
| Sippican Capital Advisors | 42,147 | $2.29M | 1.78% | +3,145+8.1% | Added |
| Petredis Investment Advisors LLC | 42,240 | $2.29M | 0.27% | +749+1.8% | Added |
| V-Square Quantitative Management LLC | 42,245 | $2.29M | 0.38% | +8,211+24.1% | Added |
| Charter Trust Co | 42,363 | $2.30M | 0.15% | +7,592+21.8% | Added |
| Profund Advisors LLC | 42,442 | $2.30M | 0.09% | −2,751−6.1% | Reduced |
| Rodgers Brothers Inc. | 42,468 | $2.30M | 0.31% | +1,135+2.7% | Added |
| Linden Thomas Advisory Services, LLC | 42,538 | $2.31M | 0.37% | +2,773+7.0% | Added |
| Charter Research & Investment Group, Inc. | 42,608 | $2.31M | 1.83% | −1,975−4.4% | Reduced |
| Boyd Watterson Asset Management LLC | 42,725 | $2.32M | 0.83% | −775−1.8% | Reduced |
| Delta Financial Group, Inc. | 42,880 | $2.33M | 0.68% | +2,344+5.8% | Added |
| Lincoln National Corp | 42,894 | $2.33M | 0.04% | +3,052+7.7% | Added |
| Camden Capital, LLC | 42,934 | $2.33M | 0.21% | +2,205+5.4% | Added |
| Edmp, Inc. | 43,333 | $2.35M | 1.96% | +59+0.1% | Added |
| HighPoint Advisor Group LLC | 52,175 | $2.35M | 0.17% | −376−0.7% | Reduced |
| Brinker Capital Investments, LLC | 43,360 | $2.35M | 0.03% | −3,205−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 43,360 | $2.35M | 0.03% | −3,205−6.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 43,488 | $2.36M | 0.04% | +952+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 43,495 | $2.36M | 0.18% | −2,301−5.0% | Reduced |
| Leo Wealth, LLC | 43,728 | $2.36M | 0.24% | −2,841−6.1% | Reduced |
| Birmingham Capital Management Co Inc | 43,725 | $2.37M | 0.87% | −315−0.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.38M | 0.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 44,192 | $2.40M | 0.07% | +27,847+170.4% | Added |
| Holderness Investments Co | 44,416 | $2.41M | 0.59% | +184+0.4% | Added |
| Bahl & Gaynor Inc | 44,568 | $2.42M | 0.01% | +1,183+2.7% | Added |
| Courier Capital LLC | 44,630 | $2.42M | 0.18% | −1,883−4.0% | Reduced |
| Quattro Financial Advisors LLC | 45,000 | $2.44M | 0.69% | +44,949+88,135.3% | Added |
| Choate Investment Advisors | 45,063 | $2.44M | 0.07% | −2,996−6.2% | Reduced |