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 |
|---|---|---|---|---|---|
| Ar Asset Management Inc | 59,774 | $3.24M | 0.79% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 59,783 | $3.24M | 1.98% | +59,783 | New |
| Zurich Insurance Group Ltd | 59,800 | $3.24M | 0.03% | 00.0% | Unchanged |
| Clark Estates Inc | 59,900 | $3.25M | 0.54% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 60,000 | $3.25M | 2.08% | +60,000 | New |
| American Financial Group Inc | 60,000 | $3.25M | 1.22% | 00.0% | Unchanged |
| SFE Investment Counsel | 60,091 | $3.26M | 0.74% | +6,190+11.5% | Added |
| Rothschild Investment LLC | 60,221 | $3.27M | 0.24% | −579−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 60,305 | $3.27M | 0.09% | +1,791+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 60,452 | $3.28M | 0.18% | −3,101−4.9% | Reduced |
| Trilogy Capital Inc. | 60,484 | $3.28M | 0.19% | +7,678+14.5% | Added |
| Verdence Capital Advisors LLC | 61,237 | $3.32M | 0.30% | +18,564+43.5% | Added |
| Pacifica Partners Inc. | 63,637 | $3.32M | 1.47% | −658−1.0% | Reduced |
| MBB Public Markets I LLC | 61,285 | $3.32M | 0.21% | −44,748−42.2% | Reduced |
| Bradley Foster & Sargent Inc | 61,568 | $3.34M | 0.06% | −6,376−9.4% | Reduced |
| Jacobi Capital Management LLC | 61,753 | $3.35M | 0.31% | +16,969+37.9% | Added |
| Cornercap Investment Counsel Inc | 61,828 | $3.35M | 0.52% | −1,750−2.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 62,412 | $3.38M | 0.09% | +4,562+7.9% | Added |
| Arlington Partners LLC | 62,533 | $3.39M | 1.73% | +60,558+3,066.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 62,614 | $3.40M | 0.01% | −2,516−3.9% | Reduced |
| CX Institutional | 63,027 | $3.42M | 0.16% | −25,546−28.8% | Reduced |
| First Hawaiian Bank | 63,031 | $3.42M | 0.11% | −14,933−19.2% | Reduced |
| Simplicity Wealth,LLC | 63,191 | $3.43M | 0.08% | +63,191 | New |
| Royal Fund Management, LLC | 63,256 | $3.43M | 0.40% | +1,202+1.9% | Added |
| Bleakley Financial Group, LLC | 63,318 | $3.43M | 0.10% | +7,994+14.4% | Added |
| Unigestion Holding SA | 63,439 | $3.44M | 0.17% | −163,420−72.0% | Reduced |
| Thor Investment Management Inc | 63,781 | $3.46M | 2.74% | +16,626+35.3% | Added |
| Lifeworks Advisors, LLC | 63,891 | $3.46M | 0.97% | +9,217+16.9% | Added |
| TD Private Client Wealth LLC | 64,017 | $3.47M | 0.11% | +35,725+126.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,566 | $3.50M | 0.09% | +161+0.2% | Added |
| Quilter Plc | 64,624 | $3.50M | 0.08% | +19,750+44.0% | Added |
| Eagle Rock Investment Company, LLC | 64,927 | $3.52M | 0.65% | +15,778+32.1% | Added |
| Verition Fund Management LLC | 65,326 | $3.54M | 0.03% | −28,312−30.2% | Reduced |
| Argyle Capital Management Inc. | 65,452 | $3.55M | 1.37% | +834+1.3% | Added |
| Trustmark National Bank Trust Department | 66,102 | $3.58M | 0.29% | −23,937−26.6% | Reduced |
| SYSTM Wealth Solutions LLC | 66,189 | $3.59M | 0.45% | −7,851−10.6% | Reduced |
| Am Investment Strategies LLC | 66,349 | $3.60M | 0.91% | +924+1.4% | Added |
| Hamilton Wealth, LLC | 66,548 | $3.61M | 1.13% | +34,284+106.3% | Added |
| Fulton Bank, N.A. | 66,639 | $3.61M | 0.15% | +20,846+45.5% | Added |
| Radnor Capital Management, LLC | 66,823 | $3.62M | 0.62% | −169−0.3% | Reduced |
| Adviser Investments LLC | 67,017 | $3.63M | 0.05% | −1,686−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 67,149 | $3.64M | 0.25% | −5,341−7.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 67,482 | $3.66M | 1.74% | +5,315+8.5% | Added |
| GLOBALT Investments LLC | 67,901 | $3.68M | 0.15% | −1,667−2.4% | Reduced |
| Gries Financial LLC | 68,117 | $3.69M | 0.62% | +26,338+63.0% | Added |
| Versant Capital Management, Inc | 68,436 | $3.71M | 1.06% | −918−1.3% | Reduced |
| Pettee Investors, Inc. | 68,475 | $3.71M | 1.57% | −3,445−4.8% | Reduced |
| Hudson Capital Management LLC | 68,494 | $3.71M | 1.28% | +6,641+10.7% | Added |
| Siemens Fonds Invest GmbH | 68,825 | $3.73M | 0.29% | −3,090−4.3% | Reduced |
| Sigma Investment Counselors Inc | 69,246 | $3.76M | 0.24% | −1,950−2.7% | Reduced |
| Wesleyan Assurance Society | 69,303 | $3.76M | 0.33% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 69,400 | $3.76M | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 69,731 | $3.78M | 0.56% | −1,642−2.3% | Reduced |
| HB Wealth Management, LLC | 69,801 | $3.79M | 0.05% | +4,451+6.8% | Added |
| Avantax Advisory Services, Inc. | 69,961 | $3.79M | 0.03% | +2,336+3.5% | Added |
| Hunter Associates Investment Management LLC | 70,168 | $3.80M | 0.64% | +4,807+7.4% | Added |
| Ieq Capital, LLC | 70,484 | $3.82M | 0.05% | +11,546+19.6% | Added |
| Davy Global Fund Management Ltd | 71,200 | $3.86M | 0.44% | 00.0% | Unchanged |
| Norinchukin Bank, The | 71,361 | $3.87M | 0.12% | −1,023−1.4% | Reduced |
| Diversified Trust Co | 71,466 | $3.88M | 0.12% | +31,015+76.7% | Added |
| Highland Capital Management, LLC | 71,689 | $3.89M | 0.22% | −742−1.0% | Reduced |
| Haverford Trust Co | 71,716 | $3.89M | 0.04% | −6,525−8.3% | Reduced |
| Hallmark Capital Management Inc | 72,341 | $3.92M | 0.30% | +7,595+11.7% | Added |
| PFG Investments, LLC | 73,075 | $3.96M | 0.24% | +56,932+352.7% | Added |
| Axxcess Wealth Management, LLC | 73,554 | $3.99M | 0.11% | +13,414+22.3% | Added |
| 1832 Asset Management L.P. | 74,659 | $4.05M | 0.01% | −52−0.1% | Reduced |
| Community Financial Services Group, LLC | 74,986 | $4.07M | 0.93% | +74,986 | New |
| Edgewood Management LLC | 75,000 | $4.07M | 0.01% | −1,850−2.4% | Reduced |
| Benedict Financial Advisors Inc | 75,281 | $4.08M | 1.04% | +1,484+2.0% | Added |
| Savant Capital, LLC | 76,125 | $4.13M | 0.05% | +31,088+69.0% | Added |
| Salem Investment Counselors Inc | 76,368 | $4.14M | 0.14% | −6,245−7.6% | Reduced |
| CMH Wealth Management LLC | 76,606 | $4.15M | 1.06% | +16,168+26.8% | Added |
| Altrius Capital Management Inc | 76,942 | $4.17M | 1.05% | +8,110+11.8% | Added |
| Empirical Finance, LLC | 77,242 | $4.19M | 0.26% | +2,429+3.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 77,797 | $4.22M | 0.16% | +20,006+34.6% | Added |
| Kinneret Advisory, LLC | 78,123 | $4.24M | 0.42% | −244−0.3% | Reduced |
| Tritonpoint Wealth, LLC | 64,557 | $4.24M | 0.44% | −29,348−31.3% | Reduced |
| Talbot Financial, LLC | 78,269 | $4.24M | 0.57% | +5,345+7.3% | Added |
| Richard Bernstein Advisors LLC | 78,571 | $4.26M | 0.09% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 78,949 | $4.27M | 0.05% | −55,214−41.2% | Reduced |
| Twin Capital Management Inc | 78,856 | $4.28M | 0.53% | −4,306−5.2% | Reduced |
| Woodstock Corp | 79,190 | $4.29M | 0.44% | −4,921−5.9% | Reduced |
| Daymark Wealth Partners, LLC | 79,523 | $4.31M | 0.23% | +5,604+7.6% | Added |
| Wealthfront Advisers LLC | 79,932 | $4.33M | 0.02% | −56,532−41.4% | Reduced |
| Stratos Wealth Advisors, LLC | 80,356 | $4.36M | 0.26% | −2,835−3.4% | Reduced |
| Thompson Investment Management, Inc. | 80,477 | $4.36M | 0.66% | +7,737+10.6% | Added |
| Apollon Wealth Management, LLC | 80,636 | $4.37M | 0.14% | +2,895+3.7% | Added |
| Motco | 81,063 | $4.40M | 0.26% | −652−0.8% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.40M | 0.35% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 81,747 | $4.43M | 0.20% | +107+0.1% | Added |
| Mengis Capital Management, Inc. | 81,932 | $4.44M | 0.69% | −44,525−35.2% | Reduced |
| Metropolitan Life Insurance Co | 82,067 | $4.45M | 0.19% | −757−0.9% | Reduced |
| Naples Global Advisors, LLC | 82,803 | $4.49M | 0.46% | +7,365+9.8% | Added |
| Plato Investment Management Ltd | 82,913 | $4.50M | 0.46% | +78,830+1,930.7% | Added |
| Scott & Selber, Inc. | 83,257 | $4.51M | 1.54% | −1,463−1.7% | Reduced |
| Everence Capital Management Inc | 83,350 | $4.52M | 0.30% | 00.0% | Unchanged |
| Toroso Investments, LLC | 84,201 | $4.55M | 0.08% | −10,529−11.1% | Reduced |
| London Co of Virginia | 84,040 | $4.56M | 0.02% | +3,564+4.4% | Added |
| Mid-American Wealth Advisory Group, Inc. | 84,432 | $4.58M | 3.09% | +6,171+7.9% | Added |
| XML Financial, LLC | 84,524 | $4.58M | 0.47% | −19,829−19.0% | Reduced |