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; 2,530 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
- 2,338
- −2 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
- 177
- 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Fernwood Investment Management, LLC | 500 | $27.1K | 0.01% | +500 | New |
| ESL Trust Services, LLC | 500 | $27.1K | 0.01% | +500 | New |
| Twin Tree Management, LP | 503 | $27.3K | 0.00% | +503 | New |
| Cornerstone Planning Group LLC | 629 | $27.7K | 0.01% | −151−19.4% | Reduced |
| Avalon Trust Co | 521 | $28.3K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 522 | $28.3K | 0.02% | +5+1.0% | Added |
| Hoese & Co LLP | 558 | $28.3K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 529 | $28.7K | 0.01% | −564−51.6% | Reduced |
| LGT Financial Advisors LLC | 532 | $28.8K | 0.03% | +7+1.3% | Added |
| Ofi Invest Asset Management | 581 | $29.2K | 0.00% | +133+29.7% | Added |
| WealthCollab, LLC | 553 | $30.0K | 0.02% | +502+984.3% | Added |
| Blue Bell Private Wealth Management, LLC | 555 | $30.1K | 0.01% | +30+5.7% | Added |
| Davis Capital Management | 582 | $30.8K | 0.03% | −552−48.7% | Reduced |
| Accordant Advisory Group Inc | 580 | $31.5K | 0.02% | +580 | New |
| TruNorth Capital Management, LLC | 582 | $31.6K | 0.01% | +582 | New |
| Dynamic Wealth Strategies, LLC | 590 | $32.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 610 | $33.0K | 0.01% | −900−59.6% | Reduced |
| Mascoma Wealth Management LLC | 646 | $35.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 647 | $35.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 662 | $35.9K | 0.01% | +65+10.9% | Added |
| HighMark Wealth Management LLC | 678 | $36.8K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 679 | $36.8K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 686 | $37.2K | 0.01% | +20+3.0% | Added |
| United Community Bank | 693 | $37.6K | 0.01% | −10,687−93.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 780 | $37.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 698 | $37.9K | 0.00% | +112+19.1% | Added |
| Core Alternative Capital | 700 | $38.0K | 0.01% | −992−58.6% | Reduced |
| Canton Hathaway, LLC | 695 | $38.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 715 | $38.8K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 727 | $39.4K | 0.04% | +727 | New |
| DHJJ Financial Advisors, Ltd. | 764 | $41.4K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 787 | $42.7K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 789 | $42.8K | 0.04% | +1+0.1% | Added |
| Fairman Group, LLC | 819 | $44.4K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 850 | $45.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 834 | $45.2K | 0.01% | −38−4.4% | Reduced |
| Frazier Financial Advisors, LLC | 845 | $45.8K | 0.04% | −66−7.2% | Reduced |
| TSFG, LLC | 853 | $46.0K | 0.01% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 852 | $46.2K | 0.01% | +1+0.1% | Added |
| Redmont Wealth Advisors LLC | 858 | $46.5K | 0.06% | +858 | New |
| Maven Securities LTD | 67,856 | $46.8K | 0.00% | +67,856 | New |
| Bradley & Co. Private Wealth Management, LLC | 867 | $47.0K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 892 | $48.4K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 900 | $48.8K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 904 | $49.0K | 0.00% | +221+32.4% | Added |
| Chesapeake Asset Management LLC | 917 | $49.7K | 0.05% | −75−7.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 947 | $51.4K | 0.02% | +81+9.4% | Added |
| Arlington Trust Co LLC | 956 | $51.8K | 0.01% | −100−9.5% | Reduced |
| SRS Capital Advisors, Inc. | 981 | $53.2K | 0.01% | +119+13.8% | Added |
| Wolff Wiese Magana LLC | 993 | $53.9K | 0.05% | −127−11.3% | Reduced |
| Laffer Tengler Investments | 1,000 | $54.2K | 0.01% | +70+7.5% | Added |
| Cherry Tree Wealth Management, LLC | 1,013 | $54.9K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,015 | $55.1K | 0.01% | +4+0.4% | Added |
| RFP Financial Group LLC | 1,021 | $55.4K | 0.02% | −977−48.9% | Reduced |
| Robbins Farley LLC | 1,032 | $56.0K | 0.03% | +191+22.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,033 | $56.0K | 0.04% | +1,033 | New |
| Main Street Group, LTD | 1,050 | $56.2K | 0.02% | +404+62.5% | Added |
| Sachetta, LLC | 1,120 | $57.5K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,061 | $57.5K | 0.02% | −32−2.9% | Reduced |
| Financial Perspectives, Inc | 1,066 | $57.8K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,100 | $59.0K | 0.01% | +1,100 | New |
| Pathway Financial Advisers, LLC | 1,104 | $59.9K | 0.02% | −27,204−96.1% | Reduced |
| Essex Investment Management Co LLC | 1,120 | $60.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,120 | $60.7K | 0.01% | +220+24.4% | Added |
| Briaud Financial Planning, Inc | 1,134 | $62.0K | 0.04% | +1,134 | New |
| MB, Levis & Associates, LLC | 1,150 | $62.4K | 0.03% | +9+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 1,170 | $63.4K | 0.03% | 00.0% | Unchanged |
| Promethos Capital, LLC | 1,194 | $64.8K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $65.1K | 0.04% | +100+9.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $65.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,211 | $65.7K | 0.00% | +335+38.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $66.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,224 | $66.4K | 0.02% | −12−1.0% | Reduced |
| ORG Partners LLC | 1,294 | $68.6K | 0.13% | −2,688−67.5% | Reduced |
| Front Row Advisors LLC | 1,273 | $69.0K | 0.03% | +1,273 | New |
| PrairieView Partners, LLC | 1,279 | $70.0K | 0.01% | +6+0.5% | Added |
| FRG Family Wealth Advisors LLC | 1,596 | $70.1K | 0.01% | +1,596 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,308 | $70.9K | 0.02% | +8+0.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,360 | $74.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,371 | $74.3K | 0.03% | −1,638−54.4% | Reduced |
| Tortoise Investment Management, LLC | 1,376 | $74.6K | 0.01% | +1+0.1% | Added |
| Hillsdale Investment Management Inc. | 1,394 | $75.6K | 0.01% | −830−37.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,418 | $76.9K | 0.05% | +38+2.8% | Added |
| Voisard Asset Management Group, Inc. | 1,448 | $78.5K | 0.04% | +17+1.2% | Added |
| Creative Capital Management Investments LLC | 1,450 | $78.6K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,484 | $80.5K | 0.03% | −1,000−40.3% | Reduced |
| McIlrath & Eck, LLC | 1,495 | $81.1K | 0.01% | −365−19.6% | Reduced |
| Future Financial Wealth Managment LLC | 1,525 | $82.7K | 0.06% | +1,525 | New |
| LifeSteps Financial, Inc. | 1,532 | $83.1K | 0.06% | +1,532 | New |
| Bell Investment Advisors, Inc | 1,537 | $83.4K | 0.02% | +236+18.1% | Added |
| Tidemark, LLC | 1,540 | $83.5K | 0.05% | −90−5.5% | Reduced |
| Timber Creek Capital Management LLC | 1,575 | $85.4K | 0.03% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 1,592 | $86.3K | 0.04% | −100−5.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,616 | $87.7K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,630 | $88.4K | 0.01% | −9−0.5% | Reduced |
| Global Trust Asset Management, LLC | 1,651 | $89.5K | 0.04% | −100−5.7% | Reduced |
| Burkett Financial Services, LLC | 1,676 | $90.9K | 0.05% | +20+1.2% | Added |
| McClarren Financial Advisors, Inc. | 1,665 | $91.0K | 0.07% | −214−11.4% | Reduced |
| Institutional & Family Asset Management, LLC | 1,688 | $91.5K | 0.01% | −347−17.1% | Reduced |
| Byrne Asset Management LLC | 1,728 | $93.7K | 0.06% | −415−19.4% | Reduced |