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
- 2,337
- −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 | 2,530 | $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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 5,404 | $293.1K | 0.06% | −785−12.7% | Reduced |
| Parkside Advisors LLC | 5,415 | $293.7K | 0.08% | −1,040−16.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 5,461 | $296.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,463 | $296.3K | 0.03% | −413−7.0% | Reduced |
| Northstar Group, Inc. | 5,471 | $296.7K | 0.06% | −100−1.8% | Reduced |
| Magnus Financial Group LLC | 5,476 | $297.0K | 0.04% | +18+0.3% | Added |
| WMS Partners, LLC | 5,494 | $297.9K | 0.02% | −3,370−38.0% | Reduced |
| FDx Advisors, Inc. | 5,493 | $298.0K | 0.05% | −5,153−48.4% | Reduced |
| Alta Advisers Ltd | 5,500 | $298.3K | 0.15% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,514 | $299.0K | 0.15% | +5,514 | New |
| SP Asset Management LLC | 5,516 | $299.1K | 0.03% | −1,978−26.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $299.7K | 0.14% | 00.0% | Unchanged |
| Gibbs Wealth Management | 5,529 | $299.8K | 0.17% | +5,529 | New |
| Meritage Portfolio Management | 5,528 | $300.0K | 0.02% | −9,766−63.9% | Reduced |
| Parcion Private Wealth LLC | 5,534 | $300.1K | 0.03% | −179−3.1% | Reduced |
| Matrix Asset Advisors Inc | 5,549 | $300.9K | 0.04% | +109+2.0% | Added |
| Atom Investors LP | 5,551 | $301.0K | 0.04% | −18,370−76.8% | Reduced |
| Silverlake Wealth Management LLC | 5,555 | $301.2K | 0.15% | +20.0% | Added |
| Simon Quick Advisors, LLC | 5,558 | $301.4K | 0.02% | +5,558 | New |
| ARS Wealth Advisors Group, LLC | 5,564 | $301.8K | 0.04% | −2,635−32.1% | Reduced |
| E&G Advisors, LP | 5,551 | $301.8K | 0.09% | +301+5.7% | Added |
| Covestor Ltd | 5,558 | $302.0K | 0.19% | +1,019+22.4% | Added |
| Roof Eidam & Maycock | 5,600 | $303.7K | 0.08% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,606 | $304.0K | 0.13% | −1,182−17.4% | Reduced |
| Private Client Services, LLC | 5,613 | $304.4K | 0.20% | −251−4.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,617 | $304.6K | 0.01% | +5,617 | New |
| Linscomb & Williams, Inc. | 5,629 | $305.3K | 0.02% | −422−7.0% | Reduced |
| M&R Capital Management Inc | 5,635 | $305.6K | 0.07% | −537−8.7% | Reduced |
| JNBA Financial Advisors | 5,650 | $306.4K | 0.03% | −3−0.1% | Reduced |
| SNS Financial Group, LLC | 5,658 | $306.8K | 0.03% | +40+0.7% | Added |
| Grandview Asset Management LLC | 5,687 | $308.0K | 0.14% | −34−0.6% | Reduced |
| FLC Capital Advisors | 5,695 | $308.8K | 0.08% | −273−4.6% | Reduced |
| Dividend Assets Capital, LLC | 5,694 | $309.0K | 0.07% | −8,750−60.6% | Reduced |
| Peddock Capital Advisors, LLC | 5,707 | $309.5K | 0.08% | +10.0% | Added |
| Callan Capital, LLC | 5,718 | $310.1K | 0.03% | +5,718 | New |
| Granite Investment Partners, LLC | 5,732 | $310.8K | 0.01% | −12,309−68.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,738 | $311.2K | 0.05% | −215−3.6% | Reduced |
| JB Capital LLC | 5,740 | $311.3K | 0.02% | −1,165−16.9% | Reduced |
| Focused Wealth Management, Inc | 5,746 | $311.6K | 0.05% | +389+7.3% | Added |
| Sterneck Capital Management, LLC | 5,757 | $312.2K | 0.19% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,104 | $313.2K | 0.24% | +950+18.4% | Added |
| Amussen Hunsaker Associates LLC | 5,896 | $314.1K | 0.06% | −80−1.3% | Reduced |
| Aprio Wealth Management, LLC | 5,801 | $314.6K | 0.06% | +5,801 | New |
| RMR Wealth Builders | 5,805 | $314.8K | 0.04% | +517+9.8% | Added |
| Catalyst Financial Partners LLC | 6,581 | $314.8K | 0.08% | +637+10.7% | Added |
| Oak Harbor Wealth Partners, LLC | 5,806 | $314.8K | 0.10% | −184−3.1% | Reduced |
| BCS Wealth Management | 5,813 | $315.0K | 0.10% | +1,538+36.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,815 | $315.3K | 0.13% | +8+0.1% | Added |
| Novare Capital Management LLC | 5,830 | $316.2K | 0.03% | +1,850+46.5% | Added |
| Austin Private Wealth, LLC | 6,070 | $316.8K | 0.04% | +1,427+30.7% | Added |
| Argonautica Private Wealth Management, Inc | 5,842 | $316.8K | 0.11% | +659+12.7% | Added |
| Adell Harriman & Carpenter Inc | 5,868 | $318.3K | 0.03% | −20.0% | Reduced |
| Bedel Financial Consulting, Inc. | 5,881 | $318.9K | 0.05% | +10+0.2% | Added |
| WPWealth LLP | 5,923 | $321.2K | 0.08% | +83+1.4% | Added |
| First National Bank | 5,923 | $321.2K | 0.24% | +805+15.7% | Added |
| Apella Capital, LLC | 6,225 | $321.2K | 0.02% | −185−2.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,945 | $322.4K | 0.22% | +1,616+37.3% | Added |
| Eastern Bank | 5,955 | $322.9K | 0.01% | 00.0% | Unchanged |
| Saranac Partners Ltd | 5,962 | $323.3K | 0.20% | +580+10.8% | Added |
| GHP Investment Advisors, Inc. | 5,980 | $324.3K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 5,992 | $325.0K | 0.12% | +288+5.0% | Added |
| Solitude Financial Services | 6,000 | $325.4K | 0.15% | +6,000 | New |
| IMS Capital Management | 6,001 | $325.4K | 0.15% | −4,777−44.3% | Reduced |
| Sand Hill Global Advisors, LLC | 6,003 | $325.5K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,004 | $325.6K | 0.06% | +271+4.7% | Added |
| Somerville Kurt F | 6,007 | $325.8K | 0.06% | −1,275−17.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,013 | $326.1K | 0.11% | −92−1.5% | Reduced |
| PSI Advisors, LLC | 6,036 | $327.3K | 0.12% | +196+3.4% | Added |
| Commerzbank Aktiengesellschaft | 6,062 | $329.0K | 0.01% | +6,062 | New |
| WT Wealth Management | 6,080 | $329.7K | 0.12% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 6,097 | $330.0K | 0.40% | −168−2.7% | Reduced |
| Becker Capital Management Inc | 6,087 | $330.1K | 0.01% | −50−0.8% | Reduced |
| Northstar Asset Management LLC | 6,098 | $330.7K | 0.08% | +600+10.9% | Added |
| Puzo Michael J | 6,100 | $330.8K | 0.09% | −550−8.3% | Reduced |
| O'Brien Greene & Co. Inc | 6,108 | $331.2K | 0.11% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,115 | $331.6K | 0.16% | +250+4.3% | Added |
| IFG Advisors, LLC | 6,118 | $331.8K | 0.09% | +74+1.2% | Added |
| Patton Albertson Miller Group, LLC | 6,120 | $331.9K | 0.05% | −981−13.8% | Reduced |
| Wealthquest Corp | 6,130 | $332.4K | 0.04% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,130 | $332.4K | 0.05% | −400−6.1% | Reduced |
| Clear Creek Financial Management, LLC | 6,090 | $332.5K | 0.04% | +6,090 | New |
| Legacy Capital Wealth Partners, LLC | 4,726 | $333.1K | 0.24% | +4,726 | New |
| Paradigm Financial Partners, LLC | 6,149 | $333.5K | 0.07% | +1,493+32.1% | Added |
| Bridge Creek Capital Management LLC | 6,156 | $333.8K | 0.11% | +121+2.0% | Added |
| Soltis Investment Advisors LLC | 6,178 | $335.0K | 0.04% | −2,038−24.8% | Reduced |
| Wealth Group, Ltd. | 6,193 | $336.0K | 0.25% | +6,193 | New |
| Mosley Wealth Management | 6,207 | $336.6K | 0.32% | −72−1.1% | Reduced |
| Verity Asset Management, Inc. | 6,212 | $336.9K | 0.19% | +315+5.3% | Added |
| Dearborn Partners LLC | 6,218 | $337.2K | 0.01% | −2,056−24.8% | Reduced |
| Hilton Capital Management, LLC | 6,220 | $337.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,221 | $337.4K | 0.01% | +240+4.0% | Added |
| Ironwood Investment Management LLC | 6,239 | $338.3K | 0.17% | 00.0% | Unchanged |
| Capital Square, LLC | 6,255 | $339.2K | 0.24% | +79+1.3% | Added |
| First American Trust, FSB | 6,267 | $339.9K | 0.04% | +6,267 | New |
| L2 Asset Management, LLC | 6,285 | $340.9K | 0.11% | +6,285 | New |
| Five Oceans Advisors | 6,288 | $341.0K | 0.18% | +40+0.6% | Added |
| Peoples Bank | 6,296 | $341.4K | 0.19% | −103−1.6% | Reduced |
| ERTS Wealth Advisors, LLC | 6,300 | $341.6K | 0.07% | −318−4.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,312 | $342.3K | 0.21% | −525−7.7% | Reduced |
| Beta Wealth Group, Inc. | 6,312 | $342.3K | 0.17% | +88+1.4% | Added |