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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 45,168 | $2.45M | 0.10% | −660−1.4% | Reduced |
| Northeast Financial Consultants Inc | 45,380 | $2.46M | 0.12% | +3,201+7.6% | Added |
| Mirador Capital Partners LP | 45,484 | $2.47M | 0.47% | +1,889+4.3% | Added |
| Simmons Bank | 45,492 | $2.47M | 0.19% | −214−0.5% | Reduced |
| Public Sector Pension Investment Board | 45,543 | $2.47M | 0.02% | +5,900+14.9% | Added |
| Cubic Asset Management, LLC | 45,710 | $2.48M | 0.59% | +1,055+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 45,747 | $2.48M | 0.29% | +158+0.3% | Added |
| Paradigm Asset Management Co LLC | 45,808 | $2.48M | 0.63% | −1,300−2.8% | Reduced |
| Morton Community Bank | 46,075 | $2.50M | 0.72% | +440+1.0% | Added |
| Prime Capital Investment Advisors, LLC | 46,108 | $2.50M | 0.03% | −5,623−10.9% | Reduced |
| Dakota Wealth Management | 46,417 | $2.52M | 0.06% | +27,158+141.0% | Added |
| Mairs & Power Inc | 46,497 | $2.52M | 0.02% | −6,805−12.8% | Reduced |
| Partnership Wealth Management, LLC | 46,606 | $2.53M | 1.77% | +27,244+140.7% | Added |
| Stoneridge Investment Partners LLC | 46,622 | $2.53M | 0.96% | +46,622 | New |
| New England Asset Management Inc | 46,676 | $2.53M | 0.39% | −530−1.1% | Reduced |
| Guyasuta Investment Advisors Inc | 49,450 | $2.54M | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 46,941 | $2.55M | 0.09% | +14,596+45.1% | Added |
| Tokio Marine Asset Management Co Ltd | 47,197 | $2.56M | 0.13% | +2,232+5.0% | Added |
| EP Wealth Advisors, LLC | 47,377 | $2.57M | 0.03% | −402,318−89.5% | Reduced |
| Ballentine Partners, LLC | 47,391 | $2.57M | 0.05% | +15,454+48.4% | Added |
| Janney Capital Management LLC | 47,573 | $2.58M | 0.17% | −1,083−2.2% | Reduced |
| Bangor Savings Bank | 47,590 | $2.58M | 0.26% | −6,281−11.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 47,647 | $2.58M | 0.91% | −4,536−8.7% | Reduced |
| Kennedy Capital Management, Inc. | 47,715 | $2.59M | 0.05% | +47,715 | New |
| Alberta Investment Management Corp | 47,900 | $2.60M | 0.03% | −18,902−28.3% | Reduced |
| Concentric Wealth Management, LLC | 47,957 | $2.60M | 0.69% | +4,245+9.7% | Added |
| SS&H Financial Advisors, Inc. | 48,125 | $2.61M | 1.09% | +500+1.0% | Added |
| Pitcairn Co | 48,250 | $2.62M | 0.17% | +29,128+152.3% | Added |
| Pinnacle Financial Partners Inc | 48,279 | $2.62M | 0.06% | −632−1.3% | Reduced |
| Kendall Capital Management | 48,484 | $2.63M | 0.90% | +1,743+3.7% | Added |
| Mesirow Financial Investment Management, Inc. | 48,926 | $2.65M | 0.06% | +8,429+20.8% | Added |
| Resonant Capital Advisors, LLC | 49,091 | $2.66M | 0.23% | −932−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 49,380 | $2.68M | 0.45% | −698−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 49,475 | $2.68M | 0.03% | +1,035+2.1% | Added |
| New England Research & Management, Inc. | 50,007 | $2.71M | 1.33% | +4,655+10.3% | Added |
| Clearstead Advisors, LLC | 60,226 | $2.71M | 0.13% | −6,574−9.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 50,469 | $2.74M | 0.18% | −197,747−79.7% | Reduced |
| Amica Mutual Insurance Co | 50,615 | $2.75M | 0.28% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 50,753 | $2.75M | 0.22% | −10,361−17.0% | Reduced |
| Trust Co of Vermont | 50,913 | $2.76M | 0.15% | +1,159+2.3% | Added |
| Providence Capital Advisors, LLC | 51,186 | $2.78M | 0.61% | +14,645+40.1% | Added |
| Wetherby Asset Management Inc | 51,238 | $2.78M | 0.13% | −6,262−10.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 51,307 | $2.78M | 0.16% | +14,326+38.7% | Added |
| LaFleur & Godfrey LLC | 51,490 | $2.79M | 0.41% | +9,436+22.4% | Added |
| Mill Capital Management, LLC | 51,533 | $2.79M | 0.23% | −4,268−7.6% | Reduced |
| Evercore Wealth Management, LLC | 51,675 | $2.80M | 0.04% | −10,588−17.0% | Reduced |
| Continuum Advisory, LLC | 62,739 | $2.81M | 0.42% | +62,739 | New |
| Van Leeuwen & Company, LLC | 52,025 | $2.82M | 1.43% | −9,908−16.0% | Reduced |
| WBI Investments | 52,043 | $2.82M | 0.59% | +52,043 | New |
| Meiji Yasuda Life Insurance Co | 52,076 | $2.82M | 0.06% | +9,557+22.5% | Added |
| Duncker Streett & Co Inc | 52,163 | $2.83M | 0.56% | −3,839−6.9% | Reduced |
| Sapient Capital LLC | 52,239 | $2.83M | 0.06% | −634−1.2% | Reduced |
| Canandaigua National Bank & Trust Co | 52,282 | $2.84M | 0.42% | −3,535−6.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 52,446 | $2.84M | 0.09% | −25,730−32.9% | Reduced |
| Park Avenue Securities LLC | 52,511 | $2.85M | 0.04% | +12,363+30.8% | Added |
| Synergy Financial Management, LLC | 52,578 | $2.85M | 0.48% | −1,669−3.1% | Reduced |
| AIMZ Investment Advisors, LLC | 52,620 | $2.85M | 1.06% | +105+0.2% | Added |
| Legato Capital Management LLC | 52,871 | $2.87M | 0.35% | +9,298+21.3% | Added |
| BigSur Wealth Management LLC | 52,900 | $2.87M | 0.90% | +34,000+179.9% | Added |
| IHT Wealth Management, LLC | 53,222 | $2.89M | 0.12% | +23,040+76.3% | Added |
| La Banque Postale Asset Management SA | 53,506 | $2.90M | 0.12% | −446,239−89.3% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $2.92M | 0.75% | 00.0% | Unchanged |
| Shell Asset Management Co | 70,314 | $2.92M | 0.13% | −3,612−4.9% | Reduced |
| Phoenix Holdings Ltd. | 54,062 | $2.93M | 0.04% | +49,262+1,026.3% | Added |
| Inspire Trust Co, N.A. | 54,141 | $2.94M | 1.64% | +24,805+84.6% | Added |
| Bonness Enterprises Inc | 54,300 | $2.94M | 1.06% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 54,324 | $2.95M | 0.01% | −22,594−29.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 54,415 | $2.95M | 0.31% | +4,713+9.5% | Added |
| Sigma Planning Corp | 54,556 | $2.96M | 0.09% | +31,946+141.3% | Added |
| Ameritas Investment Partners, Inc. | 54,998 | $2.98M | 0.10% | −288−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 55,098 | $2.99M | 0.02% | +50,028+986.7% | Added |
| Inlet Private Wealth, LLC | 55,641 | $3.02M | 0.84% | +1,550+2.9% | Added |
| Hunter Perkins Capital Management, LLC | 55,975 | $3.04M | 0.62% | −2,850−4.8% | Reduced |
| Ziegler Capital Management, LLC | 56,677 | $3.05M | 0.12% | −101,671−64.2% | Reduced |
| Freestone Capital Holdings, LLC | 56,586 | $3.07M | 0.11% | −4,767−7.8% | Reduced |
| Employees Retirement System of Texas | 56,602 | $3.07M | 0.03% | −37,300−39.7% | Reduced |
| Carret Asset Management, LLC | 56,617 | $3.07M | 0.36% | −720−1.3% | Reduced |
| Toth Financial Advisory Corp | 56,704 | $3.08M | 0.38% | +3,265+6.1% | Added |
| Cardinal Capital Management | 56,860 | $3.08M | 0.50% | +6,210+12.3% | Added |
| Integrated Wealth Concepts LLC | 57,127 | $3.10M | 0.04% | −36,809−39.2% | Reduced |
| Bard Financial Services, Inc. | 57,265 | $3.11M | 0.33% | −5,000−8.0% | Reduced |
| Nomura Holdings Inc | 57,357 | $3.11M | 0.03% | −23,446−29.0% | Reduced |
| Sage Capital Advisors,llc | 57,813 | $3.14M | 0.91% | +1,408+2.5% | Added |
| Sowell Financial Services LLC | 58,236 | $3.16M | 0.15% | +4,780+8.9% | Added |
| Gilman Hill Asset Management, LLC | 58,661 | $3.18M | 0.57% | +563+1.0% | Added |
| Lipe & Dalton | 58,681 | $3.18M | 1.64% | +450+0.8% | Added |
| Wedbush Securities Inc | 58,690 | $3.18M | 0.12% | +12,599+27.3% | Added |
| Intact Investment Management Inc. | 58,800 | $3.19M | 0.13% | 00.0% | Unchanged |
| Next Level Private LLC | 58,923 | $3.20M | 1.47% | +700+1.2% | Added |
| Kinsale Capital Group, Inc. | 58,936 | $3.20M | 1.26% | +15,987+37.2% | Added |
| Keene & Associates, Inc. | 59,064 | $3.20M | 2.39% | +11,219+23.4% | Added |
| Resources Management Corp | 59,082 | $3.20M | 0.47% | −4,389−6.9% | Reduced |
| Roanoke Asset Management Corp | 59,239 | $3.21M | 1.05% | −145−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 59,327 | $3.22M | 0.23% | +31,418+112.6% | Added |
| EagleClaw Capital Managment, LLC | 59,368 | $3.22M | 0.58% | +1,136+2.0% | Added |
| First Interstate Bank | 59,602 | $3.23M | 0.22% | −2,055−3.3% | Reduced |
| Meridian Wealth Management, LLC | 59,584 | $3.23M | 0.54% | +280.0% | Added |
| Ferguson Wellman Capital Management, Inc | 59,630 | $3.23M | 0.07% | −3,452−5.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 59,638 | $3.23M | 0.58% | −90,061−60.2% | Reduced |
| Motley Fool Asset Management LLC | 59,679 | $3.24M | 0.21% | +3,648+6.5% | Added |