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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 4,537 | $246.0K | 0.10% | +10+0.2% | Added |
| Wedge Capital Management L L P | 4,554 | $247.0K | 0.00% | +94+2.1% | Added |
| Waycross Partners, LLC | 4,557 | $247.1K | 0.04% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 4,570 | $247.8K | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 4,680 | $248.0K | 0.03% | +35+0.8% | Added |
| Kellett Schaffner Wealth Advisors LLC | 4,579 | $248.3K | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,592 | $249.0K | 0.07% | −1,177−20.4% | Reduced |
| Pacific Global Investment Management CO | 4,598 | $249.3K | 0.05% | −730−13.7% | Reduced |
| Sandy Cove Advisors, LLC | 4,615 | $250.3K | 0.12% | +567+14.0% | Added |
| Weaver Consulting Group | 4,632 | $251.2K | 0.09% | +200+4.5% | Added |
| Canopy Partners, LLC | 4,638 | $251.5K | 0.12% | +4,638 | New |
| BOS Asset Management, LLC | 4,640 | $251.6K | 0.13% | −1,800−28.0% | Reduced |
| Lodestar Private Asset Management LLC | 4,654 | $252.4K | 0.04% | +404+9.5% | Added |
| Childress Capital Advisors, LLC | 4,679 | $253.7K | 0.07% | +4,679 | New |
| Human Investing LLC | 4,683 | $254.0K | 0.05% | −3,585−43.4% | Reduced |
| Beacon Financial Group | 4,685 | $254.0K | 0.03% | −57,980−92.5% | Reduced |
| Seneca Financial Advisors LLC | 4,687 | $254.2K | 0.14% | 00.0% | Unchanged |
| EHP Funds Inc. | 4,700 | $254.9K | 0.17% | −1,300−21.7% | Reduced |
| Lathrop Investment Management Corp | 4,697 | $255.0K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,718 | $255.9K | 0.19% | +767+19.4% | Added |
| McAdam, LLC | 4,722 | $256.1K | 0.02% | −169−3.5% | Reduced |
| Fagan Associates, Inc. | 4,727 | $256.3K | 0.05% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,738 | $257.0K | 0.02% | −6−0.1% | Reduced |
| Osterweis Capital Management Inc | 4,739 | $257.0K | 0.02% | −310−6.1% | Reduced |
| LS Investment Advisors, LLC | 4,750 | $257.6K | 0.04% | −225−4.5% | Reduced |
| Congress Park Capital LLC | 4,750 | $257.6K | 0.11% | +4,750 | New |
| Quaker Wealth Management, LLC | 4,758 | $258.0K | 0.10% | +172+3.8% | Added |
| Gryphon Financial Partners LLC | 4,765 | $258.4K | 0.04% | −470−9.0% | Reduced |
| Chesley Taft & Associates LLC | 4,786 | $259.5K | 0.01% | −160−3.2% | Reduced |
| Register Financial Advisors LLC | 4,788 | $259.7K | 0.13% | +4,788 | New |
| Moss Adams Wealth Advisors LLC | 4,813 | $261.0K | 0.04% | +4,813 | New |
| Dover Advisors, LLC | 4,828 | $261.8K | 0.18% | +4,828 | New |
| Burke & Herbert Bank & Trust Co | 4,859 | $263.5K | 0.20% | −513−9.5% | Reduced |
| Seven Mile Advisory | 4,881 | $264.7K | 0.20% | +104+2.2% | Added |
| Ambassador Advisors, LLC | 4,894 | $265.4K | 0.05% | +4,894 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,900 | $265.7K | 0.18% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 4,924 | $267.0K | 0.11% | +2,963+151.1% | Added |
| Ironwood Investment Counsel, LLC | 4,930 | $267.4K | 0.05% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,931 | $267.4K | 0.17% | +647+15.1% | Added |
| Accel Wealth Management | 4,934 | $267.5K | 0.11% | +788+19.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,942 | $268.0K | 0.04% | +530+12.0% | Added |
| Gradient Investments LLC | 4,944 | $268.1K | 0.01% | −5,536−52.8% | Reduced |
| PFG Advisors | 4,947 | $268.3K | 0.02% | −702−12.4% | Reduced |
| Sage Mountain Advisors LLC | 4,974 | $269.7K | 0.03% | +4,974 | New |
| City Center Advisors, LLC | 4,985 | $270.3K | 0.32% | +4,985 | New |
| Harvey Investment Co LLC | 5,005 | $271.0K | 0.03% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 5,000 | $271.1K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $271.1K | 0.05% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 5,026 | $272.6K | 0.24% | −50−1.0% | Reduced |
| AA Financial Advisors, LLC | 5,031 | $272.8K | 0.11% | +5,031 | New |
| Eudaimonia Advisors LLC | 5,036 | $273.1K | 0.15% | +336+7.1% | Added |
| Burt Wealth Advisors | 5,040 | $273.3K | 0.07% | +150+3.1% | Added |
| Lokken Investment Group LLC | 5,044 | $273.5K | 0.14% | +30+0.6% | Added |
| AllSquare Wealth Management LLC | 5,046 | $273.6K | 0.16% | −2,050−28.9% | Reduced |
| Northwest Bancshares, Inc. | 5,050 | $273.9K | 0.04% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 5,050 | $273.9K | 0.23% | +5,050 | New |
| Twin Focus Capital Partners, LLC | 5,054 | $274.1K | 0.05% | −400−7.3% | Reduced |
| Portland Global Advisors LLC | 5,054 | $274.1K | 0.04% | −210−4.0% | Reduced |
| Accurate Wealth Management, LLC | 5,612 | $274.6K | 0.08% | +216+4.0% | Added |
| Ferguson Shapiro LLC | 5,073 | $275.1K | 0.13% | +5,073 | New |
| New Jersey Better Educational Savings Trust | 5,074 | $275.2K | 0.52% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 5,082 | $275.6K | 0.03% | +7+0.1% | Added |
| Miramar Capital, LLC | 6,276 | $276.4K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 5,237 | $277.5K | 0.33% | −145−2.7% | Reduced |
| Genesee Capital Advisors, LLC | 5,127 | $278.0K | 0.15% | +56+1.1% | Added |
| Voya Financial Advisors, Inc. | 5,224 | $278.2K | 0.03% | +5,224 | New |
| First National Bank of Mount Dora, Trust Investment Services | 5,137 | $278.6K | 0.07% | +5,137 | New |
| Demars Financial Group, LLC | 5,153 | $279.5K | 0.14% | −9,898−65.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,252 | $279.5K | 0.12% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 5,156 | $279.6K | 0.05% | −101−1.9% | Reduced |
| Tranquilli Financial Advisor LLC | 5,162 | $279.9K | 0.19% | +358+7.5% | Added |
| Pacitti Group Inc. | 5,180 | $280.9K | 0.15% | +3+0.1% | Added |
| Satovsky Asset Management LLC | 5,180 | $280.9K | 0.08% | −938−15.3% | Reduced |
| Security National Bank of Sioux City Iowa | 5,194 | $281.7K | 0.20% | −1,026−16.5% | Reduced |
| Stockman Wealth Management, Inc. | 5,199 | $281.9K | 0.05% | −276−5.0% | Reduced |
| Kidder Stephen W | 5,200 | $282.0K | 0.09% | −141−2.6% | Reduced |
| LCNB Corp | 5,211 | $282.6K | 0.10% | −608−10.4% | Reduced |
| Coastal Bridge Advisors, LLC | 5,221 | $283.1K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,230 | $283.6K | 0.25% | −239−4.4% | Reduced |
| Abbrea Capital, LLC | 5,245 | $284.0K | 0.04% | −599−10.2% | Reduced |
| Kavar Capital Partners Group, LLC | 5,253 | $284.9K | 0.05% | +5,253 | New |
| Americana Partners, LLC | 5,263 | $285.4K | 0.02% | +485+10.2% | Added |
| Delap Wealth Advisory, LLC | 5,280 | $286.3K | 0.12% | +5,280 | New |
| Greenwood Capital Associates LLC | 5,281 | $286.4K | 0.04% | −630−10.7% | Reduced |
| Strait & Sound Wealth Management LLC | 5,841 | $286.9K | 0.16% | −75−1.3% | Reduced |
| SlateStone Wealth, LLC | 5,295 | $287.0K | 0.03% | +10.0% | Added |
| Maple Capital Management, Inc. | 5,299 | $287.4K | 0.03% | −304−5.4% | Reduced |
| Smith Shellnut Wilson LLC | 5,299 | $287.4K | 0.15% | −106−2.0% | Reduced |
| Two Sigma Securities, LLC | 5,301 | $287.5K | 0.01% | −105,672−95.2% | Reduced |
| Pure Financial Advisors, Inc. | 5,313 | $288.1K | 0.01% | −1,716−24.4% | Reduced |
| Legacy Financial Advisors, Inc. | 5,329 | $289.0K | 0.05% | +44+0.8% | Added |
| Financial Advisory Corp | 5,324 | $289.0K | 0.12% | +5,324 | New |
| Meridian Investment Counsel Inc. | 5,332 | $289.2K | 0.10% | +31+0.6% | Added |
| Horan Securities, Inc. | 5,352 | $290.3K | 0.14% | +253+5.0% | Added |
| Successful Portfolios LLC | 5,360 | $290.7K | 0.20% | −237−4.2% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 5,370 | $291.2K | 0.01% | −2,892−35.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,376 | $291.5K | 0.01% | +159+3.0% | Added |
| Van Hulzen Asset Management, LLC | 5,393 | $292.0K | 0.02% | +20+0.4% | Added |
| Riversedge Advisors, LLC | 5,388 | $292.2K | 0.07% | +208+4.0% | Added |
| Bray Capital Advisors | 5,399 | $292.8K | 0.07% | +54+1.0% | Added |