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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 6,321 | $342.8K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 6,690 | $343.0K | 0.07% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 6,336 | $343.6K | 0.12% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6,338 | $343.7K | 0.19% | +12+0.2% | Added |
| Stanley-Laman Group, Ltd. | 6,340 | $343.8K | 0.05% | +248+4.1% | Added |
| Tilson Financial Group, Inc. | 6,344 | $344.0K | 0.18% | +86+1.4% | Added |
| E Fund Management Co., Ltd. | 6,350 | $344.4K | 0.02% | +731+13.0% | Added |
| Bank of Stockton | 6,360 | $344.9K | 0.11% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 6,364 | $345.1K | 0.08% | −52,701−89.2% | Reduced |
| Avidian Wealth Solutions, LLC | 6,369 | $345.4K | 0.02% | +355+5.9% | Added |
| Wealth Architects, LLC | 6,377 | $345.8K | 0.05% | −188−2.9% | Reduced |
| Millennium Capital Advisors, LLC | 6,389 | $346.5K | 0.24% | −560−8.1% | Reduced |
| Lyell Wealth Management, LP | 6,418 | $348.0K | 0.04% | −1,105−14.7% | Reduced |
| Blueprint Investment Partners LLC | 6,418 | $348.0K | 0.07% | −28−0.4% | Reduced |
| Walker Asset Management, LLC | 6,457 | $350.2K | 0.23% | +450+7.5% | Added |
| Northcape Wealth Management, LLC | 6,472 | $351.0K | 0.13% | −212−3.2% | Reduced |
| Cornerstone Capital, Inc. | 6,485 | $351.7K | 0.04% | −2,000−23.6% | Reduced |
| Keystone Wealth Services, LLC | 6,499 | $352.5K | 0.11% | −414−6.0% | Reduced |
| RS Crum Inc. | 6,512 | $353.1K | 0.10% | −530−7.5% | Reduced |
| Ifrah Financial Services, Inc. | 6,525 | $353.8K | 0.10% | −4,468−40.6% | Reduced |
| Live Oak Private Wealth LLC | 6,529 | $354.1K | 0.06% | −302−4.4% | Reduced |
| Morningstar Investment Services LLC | 6,661 | $355.0K | 0.00% | −6,439−49.2% | Reduced |
| Fortitude Family Office, LLC | 6,550 | $355.2K | 0.24% | −31−0.5% | Reduced |
| Central Bank & Trust Co | 6,572 | $356.3K | 0.05% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 6,596 | $357.7K | 0.14% | 00.0% | Unchanged |
| DMG Group, LLC | 6,597 | $357.8K | 0.31% | −237−3.5% | Reduced |
| VeraBank, N.A. | 6,599 | $357.9K | 0.11% | −47−0.7% | Reduced |
| QVR LLC | 6,610 | $358.5K | 0.06% | +6,610 | New |
| Tradition Wealth Management, LLC | 6,613 | $358.6K | 0.04% | −524−7.3% | Reduced |
| Virtu Financial LLC | 6,621 | $359.0K | 0.03% | −70,571−91.4% | Reduced |
| Clearview Wealth Advisors LLC | 6,625 | $359.3K | 0.37% | −212−3.1% | Reduced |
| Old North State Wealth Management, LLC | 6,621 | $359.5K | 0.23% | +807+13.9% | Added |
| O'Dell Group, LLC | 6,631 | $359.6K | 0.09% | −412−5.8% | Reduced |
| Tyche Wealth Partners LLC | 6,643 | $360.3K | 0.09% | −154−2.3% | Reduced |
| Bremer Bank National Association | 6,652 | $360.7K | 0.07% | −1,334−16.7% | Reduced |
| Boston Research & Management Inc | 6,660 | $361.0K | 0.09% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,659 | $361.1K | 0.02% | +1,018+18.0% | Added |
| FSM Wealth Advisors, LLC | 6,661 | $361.2K | 0.13% | +1,050+18.7% | Added |
| Foster Group, Inc. | 6,673 | $361.9K | 0.02% | −590−8.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,677 | $362.0K | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,679 | $362.2K | 0.04% | +763+12.9% | Added |
| Acorn Wealth Advisors, LLC | 6,711 | $363.9K | 0.19% | −102−1.5% | Reduced |
| WealthPlan Investment Management, LLC | 6,720 | $364.4K | 0.06% | −100−1.5% | Reduced |
| HTLF Bank | 6,755 | $366.3K | 0.04% | −411−5.7% | Reduced |
| Nations Financial Group Inc, | 6,757 | $366.4K | 0.03% | +596+9.7% | Added |
| Westside Investment Management, Inc. | 6,761 | $366.5K | 0.09% | −395−5.5% | Reduced |
| CVA Family Office, LLC | 6,764 | $366.8K | 0.07% | +3,714+121.8% | Added |
| Winton Group Ltd | 6,771 | $367.2K | 0.03% | +6,771 | New |
| TrinityPoint Wealth, LLC | 6,771 | $367.2K | 0.06% | −1,357−16.7% | Reduced |
| Archetype Wealth Partners | 6,791 | $368.0K | 0.06% | +6,791 | New |
| Beck Mack & Oliver LLC | 6,797 | $368.6K | 0.01% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 6,798 | $368.7K | 0.24% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,799 | $368.7K | 0.07% | −23,840−77.8% | Reduced |
| Cipher Capital LP | 6,827 | $370.2K | 0.17% | −12,484−64.6% | Reduced |
| Souders Financial Advisors | 6,830 | $370.4K | 0.06% | +6,830 | New |
| InTrack Investment Management Inc | 6,831 | $370.5K | 0.27% | +166+2.5% | Added |
| Draper Asset Management, LLC | 6,999 | $371.2K | 0.33% | −22−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 8,424 | $372.4K | 0.10% | +117+1.4% | Added |
| McLean Asset Management Corp | 7,224 | $372.7K | 0.13% | −205−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 6,882 | $373.2K | 0.04% | +402+6.2% | Added |
| NWF Advisory Services Inc. | 6,892 | $373.8K | 0.06% | +160+2.4% | Added |
| King Wealth | 6,894 | $374.0K | 0.07% | +277+4.2% | Added |
| Balentine LLC | 6,901 | $374.2K | 0.01% | −6,461−48.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,904 | $374.4K | 0.18% | +1,311+23.4% | Added |
| Annex Advisory Services, LLC | 6,906 | $374.5K | 0.01% | −3,493−33.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,923 | $375.0K | 0.22% | −1,384−16.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 6,917 | $375.1K | 0.04% | −974−12.3% | Reduced |
| Aberdeen Wealth Management LLC | 6,919 | $375.2K | 0.22% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,922 | $375.4K | 0.03% | −1,244−15.2% | Reduced |
| Oxford Financial Group Ltd | 6,940 | $376.4K | 0.03% | −652−8.6% | Reduced |
| Key Financial Inc | 6,941 | $376.4K | 0.10% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,973 | $378.2K | 0.08% | −845−10.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,976 | $378.3K | 0.06% | +6,976 | New |
| Princeton Capital Management LLC | 6,992 | $379.2K | 0.14% | −668−8.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,992 | $379.2K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 7,038 | $381.7K | 0.05% | +661+10.4% | Added |
| Sanchez Wealth Management Group | 7,049 | $382.3K | 0.13% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,058 | $382.8K | 0.04% | −855−10.8% | Reduced |
| Fidelis Capital Partners, LLC | 7,061 | $382.9K | 0.06% | +239+3.5% | Added |
| Twin Lakes Capital Management, LLC | 7,063 | $383.0K | 0.26% | +83+1.2% | Added |
| Founders Financial Alliance, LLC | 7,103 | $385.2K | 0.12% | +275+4.0% | Added |
| Symphony Financial, Ltd. Co. | 7,109 | $385.5K | 0.09% | −3,754−34.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 7,110 | $385.6K | 0.04% | −185−2.5% | Reduced |
| Advisors Management Group Inc | 7,126 | $386.0K | 0.10% | −391−5.2% | Reduced |
| Cohen Investment Advisors LLC | 7,132 | $386.8K | 0.25% | −207−2.8% | Reduced |
| Cross Staff Investments Inc | 7,146 | $387.5K | 0.33% | +8+0.1% | Added |
| MKT Advisors LLC | 7,710 | $387.8K | 0.21% | +355+4.8% | Added |
| Townsend Asset Management Corp | 7,150 | $387.8K | 0.15% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 7,159 | $388.2K | 0.25% | 00.0% | Unchanged |
| SPC Financial, Inc. | 7,168 | $388.7K | 0.04% | −840−10.5% | Reduced |
| LMCG Investments, LLC | 7,169 | $388.8K | 0.02% | −672−8.6% | Reduced |
| HBW Advisory Services LLC | 7,573 | $389.0K | 0.07% | 00.0% | Unchanged |
| New South Capital Management Inc | 7,189 | $389.9K | 0.02% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,207 | $391.0K | 0.24% | +517+7.7% | Added |
| Horst & Graben Wealth Management LLC | 7,232 | $392.2K | 0.08% | +58+0.8% | Added |
| Operose Advisors LLC | 7,237 | $392.5K | 0.13% | +6,125+550.8% | Added |
| Regatta Capital Group, LLC | 7,245 | $392.9K | 0.09% | +274+3.9% | Added |
| Prentice Wealth Management LLC | 7,251 | $393.2K | 0.14% | +757+11.7% | Added |
| RKL Wealth Management LLC | 7,269 | $394.2K | 0.04% | −34,284−82.5% | Reduced |
| Gould Asset Management LLC | 7,270 | $394.3K | 0.10% | 00.0% | Unchanged |