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 |
|---|---|---|---|---|---|
| Thrive Capital Management, LLC | 3,888 | $210.9K | 0.11% | +3,888 | New |
| Penserra Capital Management LLC | 3,923 | $211.0K | 0.00% | −6,868−63.6% | Reduced |
| SOA Wealth Advisors, LLC. | 3,903 | $211.6K | 0.04% | −122−3.0% | Reduced |
| Larson Financial Group LLC | 3,907 | $211.9K | 0.02% | −202−4.9% | Reduced |
| Jacobsen Capital Management | 3,910 | $212.0K | 0.10% | +3,910 | New |
| PYA Waltman Capital, LLC | 3,925 | $212.9K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,935 | $213.4K | 0.05% | −240−5.7% | Reduced |
| Frisch Financial Group, Inc. | 3,947 | $214.0K | 0.07% | +3,947 | New |
| Hendershot Investments Inc. | 3,958 | $214.6K | 0.03% | 00.0% | Unchanged |
| Forte Capital LLC | 3,963 | $214.9K | 0.03% | −60−1.5% | Reduced |
| ICA Group Wealth Management, LLC | 3,965 | $215.0K | 0.04% | +255+6.9% | Added |
| Advus Financial Partners, LLC | 3,966 | $215.1K | 0.07% | +3,966 | New |
| FirstPurpose Wealth LLC | 4,279 | $215.2K | 0.08% | +4,279 | New |
| Quent Capital, LLC | 3,971 | $215.4K | 0.03% | −525−11.7% | Reduced |
| Guardian Asset Advisors, LLC | 3,972 | $215.5K | 0.18% | −10−0.3% | Reduced |
| Systematic Portfolios LLC | 3,974 | $215.5K | 0.74% | +3,974 | New |
| Financial Advisors, LLC | 3,979 | $215.8K | 0.04% | 00.0% | Unchanged |
| West Coast Financial LLC | 3,983 | $216.0K | 0.03% | −159−3.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,990 | $216.4K | 0.05% | +3,990 | New |
| Glen Eagle Advisors, LLC | 3,996 | $216.7K | 0.04% | −52−1.3% | Reduced |
| First Business Financial Services, Inc. | 3,998 | $216.8K | 0.02% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,000 | $216.9K | 0.12% | −200−4.8% | Reduced |
| Addison Advisors LLC | 4,017 | $217.8K | 0.07% | +166+4.3% | Added |
| Greenwich Wealth Management LLC | 4,016 | $218.0K | 0.02% | +4,016 | New |
| Proficio Capital Partners LLC | 4,031 | $218.6K | 0.02% | +4,031 | New |
| EverSource Wealth Advisors, LLC | 4,992 | $219.4K | 0.02% | +2,431+94.9% | Added |
| Pensionmark Financial Group, LLC | 3,358 | $220.1K | 0.03% | −1,610−32.4% | Reduced |
| Winthrop Advisory Group LLC | 4,077 | $221.1K | 0.03% | +59+1.5% | Added |
| S.A. Mason LLC | 4,082 | $221.4K | 0.13% | +152+3.9% | Added |
| Kathmere Capital Management, LLC | 4,096 | $222.1K | 0.03% | +4,096 | New |
| Greylin Investment Mangement Inc | 4,115 | $223.2K | 0.04% | −750−15.4% | Reduced |
| Bristlecone Advisors, LLC | 4,117 | $223.3K | 0.02% | −270−6.2% | Reduced |
| Merriman Wealth Management, LLC | 4,123 | $223.6K | 0.01% | +4,123 | New |
| Quantum Private Wealth, LLC | 4,124 | $223.6K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,125 | $223.7K | 0.05% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 4,129 | $223.9K | 0.03% | +4,129 | New |
| Cary Street Partners Asset Management LLC | 4,140 | $224.5K | 0.03% | −885−17.6% | Reduced |
| Terry L. Blaker | 4,157 | $225.4K | 0.02% | +17+0.4% | Added |
| Sunpointe, LLC | 4,158 | $225.5K | 0.25% | +4,158 | New |
| Stony Point Wealth Management Inc. | 4,165 | $225.8K | 0.10% | −35−0.8% | Reduced |
| Exeter Financial, LLC | 4,396 | $226.0K | 0.10% | −758−14.7% | Reduced |
| Clean Yield Group | 4,180 | $226.7K | 0.09% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,180 | $226.7K | 0.12% | +90+2.2% | Added |
| Diversified, LLC | 4,197 | $227.6K | 0.03% | +4,197 | New |
| Dechtman Wealth Management, LLC | 4,201 | $227.8K | 0.05% | +41+1.0% | Added |
| WestHill Financial Advisors, Inc. | 4,206 | $228.1K | 0.06% | +58+1.4% | Added |
| Fort, L.P. | 4,208 | $228.2K | 0.57% | −127−2.9% | Reduced |
| CMG Global Holdings, LLC | 4,214 | $228.5K | 0.16% | −285−6.3% | Reduced |
| Liberty Wealth Management LLC | 4,217 | $229.0K | 0.04% | +4,217 | New |
| Eagle Strategies LLC | 4,237 | $229.8K | 0.05% | +4,237 | New |
| Hutchinson Capital Management | 4,255 | $230.8K | 0.05% | −26−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 4,260 | $231.0K | 0.04% | −1,016−19.3% | Reduced |
| Connecticut Wealth Management, LLC | 4,264 | $231.2K | 0.01% | +286+7.2% | Added |
| Atomi Financial Group, Inc. | 4,264 | $231.2K | 0.02% | +4,264 | New |
| Insight Advisors, LLC | 4,271 | $231.6K | 0.04% | −48−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 4,271 | $231.6K | 0.10% | −50−1.2% | Reduced |
| M. Kraus & Co | 4,279 | $232.1K | 0.07% | −240−5.3% | Reduced |
| CAP Partners, LLC | 4,290 | $232.6K | 0.21% | −7−0.2% | Reduced |
| Apriem Advisors | 4,291 | $232.7K | 0.03% | −1,345−23.9% | Reduced |
| SignalPoint Asset Management, LLC | 4,297 | $233.0K | 0.06% | +61+1.4% | Added |
| CFO4Life Group, LLC | 4,300 | $233.2K | 0.04% | +4,300 | New |
| Keb Asset Management, LLC | 4,300 | $233.2K | 0.08% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 4,307 | $233.6K | 0.07% | +94+2.2% | Added |
| Enterprise Bank & Trust Co | 4,316 | $234.1K | 0.08% | −750−14.8% | Reduced |
| Keel Point, LLC | 4,327 | $234.6K | 0.02% | +4,327 | New |
| Everhart Financial Group, Inc. | 4,333 | $235.0K | 0.07% | +4,333 | New |
| Alpha Cubed Investments, LLC | 4,333 | $235.0K | 0.01% | +4,333 | New |
| Schrum Private Wealth Management LLC | 4,335 | $235.1K | 0.21% | +4,335 | New |
| First Financial Bankshares Inc | 4,340 | $235.4K | 0.01% | +4,340 | New |
| Focus Financial Network, Inc. | 4,880 | $235.7K | 0.01% | +4,880 | New |
| Hyperion Partners, LLC | 4,368 | $236.9K | 0.17% | −124−2.8% | Reduced |
| Valmark Advisers, Inc. | 4,374 | $237.2K | 0.00% | +4,374 | New |
| Fort Sheridan Advisors LLC | 4,377 | $237.4K | 0.04% | −567−11.5% | Reduced |
| Delta Investment Management, LLC | 4,383 | $237.7K | 0.05% | −132−2.9% | Reduced |
| Lavaca Capital LLC | 4,395 | $238.3K | 0.15% | +295+7.2% | Added |
| Thrive Wealth Management, LLC | 4,396 | $238.4K | 0.05% | −558−11.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,400 | $238.6K | 0.16% | −1,200−21.4% | Reduced |
| Mattern Wealth Management LLC | 4,400 | $238.6K | 0.06% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,401 | $238.7K | 0.05% | −4,926−52.8% | Reduced |
| Fragasso Group Inc. | 4,404 | $238.9K | 0.02% | +4,404 | New |
| Blue Chip Partners, Inc. | 4,416 | $239.5K | 0.02% | +1,975+80.9% | Added |
| Vantage Consulting Group Inc | 4,419 | $239.6K | 0.15% | −233−5.0% | Reduced |
| Authentikos Wealth Advisory, LLC | 4,431 | $240.3K | 0.24% | +31+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,431 | $240.3K | 0.03% | +4,431 | New |
| Kempen Capital Management N.V. | 4,432 | $240.3K | 0.00% | −35−0.8% | Reduced |
| Callahan Advisors, LLC | 4,434 | $240.4K | 0.03% | +4,434 | New |
| Financial Security Advisor, Inc. | 4,439 | $240.7K | 0.08% | +141+3.3% | Added |
| Auxano Advisors, LLC | 4,448 | $241.2K | 0.07% | +4,448 | New |
| Mirova | 4,452 | $241.4K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,456 | $241.7K | 0.00% | −577−11.5% | Reduced |
| JFS Wealth Advisors, LLC | 4,457 | $241.7K | 0.02% | +315+7.6% | Added |
| Wynn Capital, LLC | 4,475 | $242.7K | 0.19% | −50−1.1% | Reduced |
| Compass Ion Advisors, LLC | 4,485 | $243.2K | 0.03% | −10.0% | Reduced |
| Slocum, Gordon & Co LLP | 4,494 | $243.7K | 0.18% | 00.0% | Unchanged |
| Carson Advisory Inc. | 4,499 | $244.0K | 0.17% | −75−1.6% | Reduced |
| Hummer Financial Advisory Services Inc | 4,500 | $244.0K | 0.20% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $244.0K | 0.13% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,035 | $244.2K | 0.09% | −79−1.5% | Reduced |
| Towercrest Capital Management | 4,505 | $244.3K | 0.04% | −805−15.2% | Reduced |
| West Family Investments, Inc. | 4,511 | $244.6K | 0.08% | −1,585−26.0% | Reduced |