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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 7,272 | $394.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,274 | $394.5K | 0.04% | +7+0.1% | Added |
| Wealth Alliance Advisory Group, LLC | 7,294 | $395.6K | 0.09% | −22−0.3% | Reduced |
| PDS Planning, Inc | 7,303 | $396.0K | 0.04% | +743+11.3% | Added |
| Blue Fin Capital, Inc. | 7,306 | $396.2K | 0.09% | −573−7.3% | Reduced |
| Harbour Trust & Investment Management Co | 7,348 | $398.5K | 0.05% | −317−4.1% | Reduced |
| Gratus Capital LLC | 7,352 | $398.7K | 0.02% | +559+8.2% | Added |
| Smallwood Wealth Investment Management, LLC | 7,384 | $400.4K | 0.31% | +1,000+15.7% | Added |
| MCF Advisors LLC | 7,387 | $400.6K | 0.03% | −170−2.2% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $401.3K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,400 | $401.3K | 0.08% | −1,191−13.9% | Reduced |
| Brown Shipley& Co Ltd | 7,576 | $401.9K | 0.13% | −56−0.7% | Reduced |
| Selective Wealth Management, Inc. | 8,054 | $405.0K | 0.18% | −200−2.4% | Reduced |
| Oakworth Capital, Inc. | 7,522 | $407.9K | 0.03% | −1,843−19.7% | Reduced |
| McDonald Partners LLC | 7,536 | $408.7K | 0.11% | +66+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 7,537 | $408.7K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7,547 | $409.3K | 0.22% | +283+3.9% | Added |
| Prairie Sky Financial Group LLC | 7,557 | $409.8K | 0.25% | −603−7.4% | Reduced |
| Wilkins Investment Counsel Inc | 7,566 | $410.3K | 0.06% | +7,566 | New |
| Verus Capital Partners, LLC | 7,592 | $411.7K | 0.05% | +861+12.8% | Added |
| Compass Wealth Management LLC | 7,662 | $415.5K | 0.10% | −5,460−41.6% | Reduced |
| Traynor Capital Management, Inc. | 7,672 | $416.1K | 0.04% | +207+2.8% | Added |
| Southeast Asset Advisors Inc. | 7,678 | $416.4K | 0.05% | −48−0.6% | Reduced |
| River Wealth Advisors LLC | 7,678 | $416.4K | 0.06% | +3,346+77.2% | Added |
| Financial Advisory Service, Inc. | 7,705 | $417.8K | 0.04% | −285−3.6% | Reduced |
| Apexium Financial, LP | 7,708 | $418.0K | 0.03% | −5,130−40.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,714 | $418.3K | 0.03% | −1,774−18.7% | Reduced |
| Investors Asset Management of Georgia Inc | 7,746 | $420.1K | 0.20% | +1,445+22.9% | Added |
| Colonial River Wealth Management, LLC | 7,770 | $421.3K | 0.24% | −1,211−13.5% | Reduced |
| Trustco Bank Corp N Y | 7,777 | $421.7K | 0.44% | −350−4.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,783 | $422.1K | 0.18% | +950+13.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,786 | $422.3K | 0.13% | −43−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 7,790 | $422.5K | 0.00% | −5,535−41.5% | Reduced |
| One Charles Private Wealth Services, LLC | 7,800 | $423.0K | 0.18% | −897−10.3% | Reduced |
| Vanguard Capital Wealth Advisors | 7,800 | $423.0K | 0.30% | −500−6.0% | Reduced |
| Sherbrooke Park Advisers LLC | 7,811 | $423.6K | 0.08% | −5,093−39.5% | Reduced |
| Armstrong Advisory Group, Inc | 8,264 | $424.0K | 0.04% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 7,823 | $424.2K | 0.28% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,881 | $427.4K | 0.36% | −200−2.5% | Reduced |
| Commonwealth Financial Services, LLC | 8,333 | $427.6K | 0.10% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 7,934 | $430.3K | 0.12% | −527−6.2% | Reduced |
| Summit Asset Management, LLC | 7,943 | $430.7K | 0.09% | −555−6.5% | Reduced |
| LBMC Investment Advisors, LLC | 7,992 | $433.4K | 0.04% | +618+8.4% | Added |
| Benin Management CORP | 7,998 | $433.7K | 0.14% | −417−5.0% | Reduced |
| Old Mission Investment Co LLC | 7,998 | $433.7K | 0.14% | −152−1.9% | Reduced |
| Morse Asset Management, Inc | 8,000 | $434.0K | 0.11% | 00.0% | Unchanged |
| MBA Advisors LLC | 8,009 | $434.3K | 0.22% | +18+0.2% | Added |
| Hilltop National Bank | 8,033 | $435.6K | 0.15% | +8,033 | New |
| Lakeview Capital Partners, LLC | 8,052 | $436.7K | 0.07% | +303+3.9% | Added |
| Lynch & Associates | 8,053 | $436.7K | 0.10% | −1,250−13.4% | Reduced |
| WNY Asset Management, LLC | 8,062 | $437.2K | 0.07% | +39+0.5% | Added |
| Grace & White Inc | 8,073 | $437.8K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 8,103 | $439.4K | 0.07% | +2,547+45.8% | Added |
| Beverly Hills Private Wealth, LLC | 8,130 | $440.9K | 0.10% | −1,041−11.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,149 | $441.9K | 0.31% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 8,165 | $442.8K | 0.22% | +3,347+69.5% | Added |
| Signet Investment Advisory Group, Inc. | 8,167 | $442.9K | 0.24% | −5−0.1% | Reduced |
| Eagle Bay Advisors LLC | 8,170 | $443.0K | 0.28% | +425+5.5% | Added |
| Clarius Group, LLC | 8,174 | $443.3K | 0.03% | −4,691−36.5% | Reduced |
| Sharp Financial Services, LLC | 8,200 | $444.7K | 0.41% | +3,650+80.2% | Added |
| ASB Consultores, LLC | 8,200 | $444.7K | 0.11% | +8,200 | New |
| FCG Investment Co | 8,212 | $445.3K | 0.36% | +8,212 | New |
| Caitlin John, LLC | 8,248 | $447.3K | 0.34% | +644+8.5% | Added |
| BSW Wealth Partners | 8,251 | $447.4K | 0.08% | −648−7.3% | Reduced |
| Northwest Bank & Trust Co | 10,236 | $449.6K | 0.41% | +112+1.1% | Added |
| Summit Financial, LLC | 8,315 | $450.9K | 0.03% | +688+9.0% | Added |
| Engineers Gate Manager LP | 8,346 | $452.6K | 0.01% | −44,623−84.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,378 | $454.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 8,451 | $458.3K | 0.03% | +581+7.4% | Added |
| Aspen Investment Management Inc | 8,464 | $459.0K | 0.23% | −357−4.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,478 | $459.8K | 0.27% | −179−2.1% | Reduced |
| Heritage Trust Co | 8,488 | $460.3K | 0.06% | −1,898−18.3% | Reduced |
| Arcadia Investment Management Corp | 8,491 | $460.5K | 0.08% | −30,637−78.3% | Reduced |
| Occidental Asset Management, LLC | 8,498 | $460.8K | 0.09% | −1,380−14.0% | Reduced |
| Wedmont Private Capital | 8,953 | $462.0K | 0.03% | −716−7.4% | Reduced |
| EPG Wealth Management LLC | 8,558 | $464.1K | 0.11% | +199+2.4% | Added |
| CNB Bank | 8,571 | $464.8K | 0.23% | −430−4.8% | Reduced |
| Drive Wealth Management, LLC | 8,575 | $465.0K | 0.13% | +332+4.0% | Added |
| L.M. Kohn & Company | 8,607 | $466.7K | 0.13% | +1,473+20.6% | Added |
| Essex LLC | 8,622 | $466.9K | 0.11% | −715−7.7% | Reduced |
| Mirabaud & Cie SA | 8,620 | $467.5K | 0.17% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 8,653 | $469.3K | 0.25% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8,656 | $469.4K | 0.27% | −370−4.1% | Reduced |
| Cottage Street Advisors LLC | 8,666 | $470.0K | 0.29% | −93−1.1% | Reduced |
| Gables Capital Management Inc. | 8,684 | $470.9K | 0.26% | +750+9.5% | Added |
| Ellevest, Inc. | 8,694 | $471.5K | 0.03% | +86+1.0% | Added |
| AdvisorShares Investments LLC | 8,699 | $471.7K | 0.08% | 00.0% | Unchanged |
| Park Place Capital Corp | 8,739 | $473.9K | 0.17% | +5,083+139.0% | Added |
| Shufro Rose & Co LLC | 8,760 | $475.1K | 0.04% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 9,272 | $475.7K | 0.45% | 00.0% | Unchanged |
| WBH Advisory Inc | 8,793 | $476.9K | 0.05% | −1,756−16.6% | Reduced |
| Angeles Wealth Management, LLC | 8,803 | $477.4K | 0.05% | −1,518−14.7% | Reduced |
| Stonehearth Capital Management, LLC | 8,808 | $477.7K | 0.22% | +797+9.9% | Added |
| McDaniel Terry & Co | 8,818 | $478.0K | 0.04% | +268+3.1% | Added |
| Ausdal Financial Partners, Inc. | 8,818 | $478.2K | 0.06% | +308+3.6% | Added |
| Birch Hill Investment Advisors LLC | 8,831 | $478.9K | 0.02% | −666−7.0% | Reduced |
| Monograph Wealth Advisors, LLC | 8,850 | $479.9K | 0.07% | +8,850 | New |
| Guidance Capital, Inc | 9,939 | $482.1K | 0.18% | −815−7.6% | Reduced |
| HC Advisors, LLC | 8,898 | $482.5K | 0.23% | +450+5.3% | Added |
| One Wealth Advisors, LLC | 8,957 | $485.7K | 0.08% | +8,957 | New |