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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 1,754 | $95.1K | 0.02% | −12,170−87.4% | Reduced |
| Center for Financial Planning, Inc. | 1,757 | $95.3K | 0.01% | +341+24.1% | Added |
| Coston, McIsaac & Partners | 1,841 | $99.0K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,868 | $101.3K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,887 | $102.0K | 0.05% | +86+4.8% | Added |
| Cranbrook Wealth Management, LLC | 1,909 | $103.5K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,910 | $103.6K | 0.05% | +216+12.8% | Added |
| Ramirez Asset Management, Inc. | 1,916 | $103.9K | 0.02% | −17,798−90.3% | Reduced |
| Rise Advisors, LLC | 1,925 | $104.4K | 0.06% | +1,293+204.6% | Added |
| State of Wyoming | 1,926 | $104.4K | 0.02% | −2,957−60.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,966 | $106.6K | 0.02% | −158−7.4% | Reduced |
| Peoples Bank | 1,983 | $107.5K | 0.08% | 00.0% | Unchanged |
| Albion Financial Group | 1,985 | $107.6K | 0.01% | +744+60.0% | Added |
| MV Capital Management, Inc. | 1,989 | $107.9K | 0.01% | −425−17.6% | Reduced |
| First Command Advisory Services, Inc. | 2,030 | $110.1K | 0.00% | −15,973−88.7% | Reduced |
| Rakuten Securities, Inc. | 2,070 | $112.3K | 0.05% | +1,213+141.5% | Added |
| FSA Wealth Management LLC | 2,070 | $112.3K | 0.05% | −107−4.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,134 | $115.7K | 0.01% | −47−2.2% | Reduced |
| Garde Capital, Inc. | 2,248 | $121.0K | 0.01% | −279−11.0% | Reduced |
| West Branch Capital LLC | 2,250 | $122.0K | 0.05% | −145−6.1% | Reduced |
| Tyler-Stone Wealth Management | 2,287 | $124.0K | 0.06% | −192−7.7% | Reduced |
| JJJ Advisors Inc. | 2,301 | $124.8K | 0.03% | −1,309−36.3% | Reduced |
| Granite FO LLC | 2,596 | $127.4K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2,458 | $130.2K | 0.06% | −48−1.9% | Reduced |
| New Covenant Trust Company, N.A. | 2,433 | $131.9K | 0.13% | +2,433 | New |
| Blume Capital Management, Inc. | 2,475 | $134.2K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,478 | $134.4K | 0.01% | −1,188−32.4% | Reduced |
| Advantage Trust Co | 2,502 | $135.7K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,500 | $136.0K | 0.06% | −7,400−74.7% | Reduced |
| Salomon & Ludwin, LLC | 2,530 | $137.2K | 0.01% | +523+26.1% | Added |
| Orion Capital Management LLC | 2,550 | $138.3K | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,569 | $139.3K | 0.01% | +1,024+66.3% | Added |
| Rosenberg Matthew Hamilton | 2,657 | $140.8K | 0.04% | +373+16.3% | Added |
| TD Capital Management LLC | 2,642 | $143.3K | 0.02% | +196+8.0% | Added |
| TFC Financial Management | 2,650 | $143.7K | 0.03% | −55−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,671 | $144.9K | 0.03% | −584−17.9% | Reduced |
| Leonteq Securities AG | 2,672 | $144.9K | 0.02% | −69,734−96.3% | Reduced |
| Beacon Capital Management, LLC | 2,690 | $145.9K | 0.03% | −84−3.0% | Reduced |
| Pacific Center for Financial Services | 2,757 | $149.5K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,784 | $151.0K | 0.00% | −154−5.2% | Reduced |
| Stephens Consulting, LLC | 2,796 | $151.6K | 0.05% | 00.0% | Unchanged |
| American National Bank | 2,800 | $151.8K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,816 | $152.7K | 0.05% | −1,723−38.0% | Reduced |
| Tower View Investment Management & Research LLC | 2,891 | $156.8K | 0.09% | −175−5.7% | Reduced |
| LRI Investments, LLC | 2,899 | $157.2K | 0.04% | +2,899 | New |
| Abich Financial Wealth Management LLC | 2,979 | $161.6K | 0.12% | +1,035+53.2% | Added |
| Cassady Schiller Wealth Management, LLC | 2,994 | $162.4K | 0.07% | +10.0% | Added |
| Northwest Investment Counselors, LLC | 2,995 | $162.4K | 0.04% | +2,995 | New |
| Norwood Financial Corp | 3,053 | $165.5K | 0.24% | +450+17.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,069 | $166.4K | 0.09% | +100+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,100 | $168.0K | 0.07% | −18,878−85.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,101 | $168.2K | 0.06% | −2,236−41.9% | Reduced |
| Steel Peak Wealth Management LLC | 3,111 | $168.7K | 0.01% | +3,111 | New |
| Johnson Financial Group, Inc. | 3,244 | $175.9K | 0.01% | −2,939−47.5% | Reduced |
| Riverview Trust Co | 3,248 | $176.1K | 0.14% | −1,081−25.0% | Reduced |
| First Foundation Advisors | 3,270 | $177.3K | 0.01% | +548+20.1% | Added |
| Gen-Wealth Partners Inc | 3,282 | $178.0K | 0.09% | +3,282 | New |
| Carmichael Hill & Associates, Inc. | 3,296 | $178.7K | 0.07% | 00.0% | Unchanged |
| Planning Capital Management Corp | 3,313 | $179.7K | 0.13% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,326 | $180.4K | 0.05% | +565+20.5% | Added |
| Atlas Capital Advisors LLC | 3,390 | $183.8K | 0.03% | −1,410−29.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 3,398 | $184.0K | 1.67% | −24,150−87.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,407 | $184.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,435 | $186.3K | 0.07% | 00.0% | Unchanged |
| West Oak Capital, LLC | 3,440 | $187.0K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,475 | $188.4K | 0.01% | −239−6.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,485 | $189.0K | 0.16% | +732+26.6% | Added |
| EntryPoint Capital, LLC | 3,501 | $189.9K | 0.17% | +1,857+113.0% | Added |
| DAGCO, Inc. | 3,550 | $192.5K | 0.09% | +2,960+501.7% | Added |
| Avion Wealth | 3,549 | $193.0K | 0.05% | −751−17.5% | Reduced |
| Atlantic Trust, LLC | 3,681 | $199.6K | 0.05% | +13+0.4% | Added |
| Castleview Partners, LLC | 3,681 | $199.6K | 0.11% | +1,199+48.3% | Added |
| Skba Capital Management LLC | 3,700 | $200.7K | 0.03% | +3,700 | New |
| MJP Associates Inc | 3,702 | $200.8K | 0.04% | +3,702 | New |
| Saratoga Research & Investment Management | 3,704 | $200.9K | 0.01% | +3,704 | New |
| Alliance Wealth Advisors, LLC | 3,707 | $201.0K | 0.13% | +3,707 | New |
| Vivaldi Capital Management, LLC | 4,490 | $201.8K | 0.06% | −718−13.8% | Reduced |
| Private Ocean, LLC | 3,722 | $201.8K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,757 | $203.7K | 0.04% | −307−7.6% | Reduced |
| Kearns & Associates LLC | 3,770 | $204.4K | 0.16% | +3,770 | New |
| Kercheville Advisors, LLC | 3,778 | $204.9K | 0.10% | +3,778 | New |
| Ignite Planners, LLC | 3,868 | $205.0K | 0.06% | −134−3.3% | Reduced |
| L & S Advisors Inc | 3,780 | $205.0K | 0.02% | +3,780 | New |
| Cutler Group LP | 3,811 | $206.0K | 0.10% | −12,173−76.2% | Reduced |
| Payden & Rygel | 3,800 | $206.0K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 3,800 | $206.0K | 0.01% | +3,800 | New |
| Legacy Capital Group California, Inc. | 3,811 | $206.7K | 0.08% | +3,811 | New |
| Eagle Wealth Strategies LLC | 3,912 | $207.3K | 0.17% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,835 | $208.0K | 0.02% | −755−16.4% | Reduced |
| Atlas Wealth LLC | 3,840 | $208.2K | 0.10% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,843 | $208.4K | 0.06% | −1,212−24.0% | Reduced |
| Gateway Wealth Partners, LLC | 3,854 | $209.0K | 0.08% | −680−15.0% | Reduced |
| Covenant Asset Management, LLC | 3,857 | $209.1K | 0.05% | −12,985−77.1% | Reduced |
| Bullock Wealth Management Group | 3,952 | $209.4K | 0.14% | +3,952 | New |
| Cahaba Wealth Management, Inc. | 3,872 | $210.0K | 0.02% | −91−2.3% | Reduced |
| Birchcreek Wealth Management, LLC | 3,872 | $210.0K | 0.11% | +3,872 | New |
| Vicus Capital | 3,873 | $210.1K | 0.02% | +3,873 | New |
| Central Valley Advisors, LLC | 3,883 | $210.6K | 0.11% | −24−0.6% | Reduced |
| Sage Rhino Capital LLC | 3,884 | $210.6K | 0.05% | −86−2.2% | Reduced |
| Zhang Financial LLC | 3,884 | $210.6K | 0.02% | −150−3.7% | Reduced |