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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 8,961 | $486.0K | 0.06% | +8,961 | New |
| Barrett & Company, Inc. | 8,965 | $486.2K | 0.23% | −2,854−24.1% | Reduced |
| Strategic Investment Advisors | 8,971 | $486.5K | 0.06% | +734+8.9% | Added |
| Eisler Capital (UK) Ltd. | 9,021 | $489.2K | 0.06% | −2,932−24.5% | Reduced |
| Lindbrook Capital, LLC | 9,040 | $490.2K | 0.05% | −396−4.2% | Reduced |
| Willner & Heller, LLC | 9,043 | $490.4K | 0.49% | +3,025+50.3% | Added |
| Pallas Capital Advisors LLC | 9,074 | $492.1K | 0.02% | +2,373+35.4% | Added |
| ClearAlpha Technologies LP | 9,083 | $492.6K | 0.21% | +9,083 | New |
| Catalytic Wealth RIA, LLC | 9,086 | $492.7K | 0.10% | +2,258+33.1% | Added |
| Aspiriant, LLC | 9,118 | $494.5K | 0.02% | +702+8.3% | Added |
| CoreCap Advisors, LLC | 9,126 | $494.9K | 0.03% | +1,517+19.9% | Added |
| Davis R M Inc | 9,144 | $495.9K | 0.01% | −145−1.6% | Reduced |
| North Star Asset Management Inc | 9,145 | $495.9K | 0.02% | +2,434+36.3% | Added |
| Dumont & Blake Investment Advisors LLC | 9,159 | $496.7K | 0.14% | −451−4.7% | Reduced |
| WealthShield Partners, LLC | 9,173 | $497.4K | 0.08% | −511−5.3% | Reduced |
| Farmers Trust Co | 9,194 | $498.6K | 0.10% | +67+0.7% | Added |
| Principle Wealth Partners LLC | 9,208 | $499.4K | 0.04% | +1,239+15.5% | Added |
| Phillips Wealth Planners LLC | 10,380 | $500.9K | 0.58% | +3,465+50.1% | Added |
| Valley National Advisers Inc | 9,241 | $501.0K | 0.08% | −1,917−17.2% | Reduced |
| Fiera Capital Corp | 9,250 | $501.6K | 0.00% | −650−6.6% | Reduced |
| Allred Capital Management, LLC | 9,265 | $502.4K | 0.20% | −877−8.6% | Reduced |
| Baldwin Brothers Inc | 9,294 | $504.0K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 9,326 | $505.7K | 0.08% | +9,326 | New |
| Sonora Investment Management Group, LLC | 9,332 | $506.1K | 0.04% | +523+5.9% | Added |
| Valley Brook Capital Group | 9,345 | $506.8K | 0.40% | −2,230−19.3% | Reduced |
| Evermay Wealth Management LLC | 9,347 | $506.9K | 0.08% | −1,677−15.2% | Reduced |
| Cowa, LLC | 9,355 | $507.3K | 0.30% | +2,021+27.6% | Added |
| Capital Analysts, LLC | 9,410 | $510.0K | 0.02% | +1,270+15.6% | Added |
| Juncture Wealth Strategies, LLC | 9,406 | $510.1K | 0.22% | +9,406 | New |
| Fullerton Fund Management Co Ltd. | 9,408 | $510.2K | 0.02% | +9,408 | New |
| Mayflower Financial Advisors, LLC | 9,423 | $511.0K | 0.09% | −203,960−95.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,452 | $512.0K | 0.05% | −13,643−59.1% | Reduced |
| Red Door Wealth Management, LLC | 9,451 | $512.5K | 0.10% | +1,212+14.7% | Added |
| Plancorp, LLC | 9,481 | $514.1K | 0.02% | +109+1.2% | Added |
| Csenge Advisory Group | 9,484 | $514.3K | 0.03% | +1,018+12.0% | Added |
| Investment Partners Asset Management, Inc. | 9,549 | $517.8K | 0.47% | −1,120−10.5% | Reduced |
| Smartleaf Asset Management LLC | 9,754 | $519.4K | 0.10% | +2,693+38.1% | Added |
| Franklin Street Advisors Inc | 9,595 | $520.0K | 0.04% | −1,020−9.6% | Reduced |
| Bill Few Associates, Inc. | 9,604 | $520.8K | 0.21% | +450+4.9% | Added |
| CapWealth Advisors, LLC | 9,615 | $521.4K | 0.06% | −2,148−18.3% | Reduced |
| Chilton Investment Co LLC | 9,631 | $522.3K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 9,653 | $523.0K | 0.06% | −321−3.2% | Reduced |
| Forum Financial Management, LP | 9,645 | $523.0K | 0.01% | +9+0.1% | Added |
| Abbot Financial Management, Inc. | 9,650 | $523.3K | 0.29% | +2,165+28.9% | Added |
| TBH Global Asset Management, LLC | 9,656 | $523.6K | 0.10% | +906+10.4% | Added |
| Mirabella Financial Services LLP | 9,657 | $523.7K | 0.04% | −26,700−73.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,675 | $524.7K | 0.31% | −400−4.0% | Reduced |
| Geller Advisors LLC | 9,676 | $524.7K | 0.04% | +914+10.4% | Added |
| Norris Financial Group, LLC | 9,676 | $524.7K | 0.29% | +9,676 | New |
| Everpar Advisors LLC | 9,715 | $526.8K | 0.32% | −2,281−19.0% | Reduced |
| MONECO Advisors, LLC | 9,731 | $527.7K | 0.08% | +22+0.2% | Added |
| Nilsine Partners, LLC | 9,739 | $528.2K | 0.07% | −451−4.4% | Reduced |
| Crawford Investment Counsel Inc | 9,748 | $528.6K | 0.01% | +425+4.6% | Added |
| Enterprise Financial Services Corp | 9,754 | $529.0K | 0.32% | −1,055−9.8% | Reduced |
| Belmont Capital, LLC | 9,758 | $529.2K | 0.14% | 00.0% | Unchanged |
| 626 Financial, LLC | 9,789 | $530.8K | 0.32% | −876−8.2% | Reduced |
| Marietta Investment Partners LLC | 9,800 | $531.5K | 0.12% | 00.0% | Unchanged |
| LCM Capital Management Inc | 9,830 | $533.1K | 0.34% | −113−1.1% | Reduced |
| Shayne & Co., LLC | 9,844 | $533.8K | 0.15% | +91+0.9% | Added |
| Abel Hall, LLC | 9,847 | $534.0K | 0.40% | +5,571+130.3% | Added |
| Legacy Wealth Asset Management, LLC | 9,860 | $534.7K | 0.15% | +545+5.9% | Added |
| United Advisor Group, LLC | 9,899 | $536.8K | 0.20% | +9,899 | New |
| Beacon Investment Advisory Services, Inc. | 9,900 | $536.9K | 0.02% | −3,287−24.9% | Reduced |
| Wrapmanager Inc | 9,903 | $537.0K | 0.15% | +9,903 | New |
| Texas Yale Capital Corp. | 9,930 | $538.5K | 0.02% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 9,940 | $539.0K | 0.19% | 00.0% | Unchanged |
| Northeast Investment Management | 9,941 | $539.1K | 0.03% | −1,600−13.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 9,955 | $539.8K | 0.03% | +2,886+40.8% | Added |
| Bath Savings Trust Co | 9,955 | $539.9K | 0.06% | −379−3.7% | Reduced |
| Wolff Financial Management LLC | 9,950 | $540.0K | 0.16% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 9,667 | $540.5K | 0.30% | +3,745+63.2% | Added |
| Embree Financial Group | 9,969 | $540.6K | 0.11% | −189−1.9% | Reduced |
| SageView Advisory Group, LLC | 9,971 | $540.7K | 0.03% | −2,398−19.4% | Reduced |
| Confluence Wealth Services, Inc. | 9,999 | $542.3K | 0.05% | −3,879−28.0% | Reduced |
| Coho Partners, Ltd. | 10,040 | $544.5K | 0.01% | +40+0.4% | Added |
| Crescent Sterling, Ltd. | 10,047 | $544.8K | 0.50% | −80−0.8% | Reduced |
| Advisory Alpha, LLC | 10,048 | $544.9K | 0.02% | +4,245+73.2% | Added |
| Lantz Financial LLC | 10,052 | $545.1K | 0.18% | +2,742+37.5% | Added |
| Sunbelt Securities, Inc. | 10,080 | $546.6K | 0.06% | +1,614+19.1% | Added |
| Inscription Capital, LLC | 10,080 | $546.7K | 0.09% | +3,920+63.6% | Added |
| Silver Coast Investments LLC | 10,081 | $546.7K | 0.22% | +496+5.2% | Added |
| Avestar Capital, LLC | 10,087 | $547.1K | 0.06% | +4,184+70.9% | Added |
| Paradigm Capital Management Inc | 10,100 | $547.7K | 0.03% | −200−1.9% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,101 | $547.8K | 0.09% | +3,885+62.5% | Added |
| Patrick M Sweeney & Associates, Inc | 10,125 | $549.1K | 0.45% | −100−1.0% | Reduced |
| Notis-McConarty Edward | 10,135 | $549.6K | 0.22% | −3,375−25.0% | Reduced |
| Krane Funds Advisors LLC | 10,426 | $550.4K | 0.02% | +5,038+93.5% | Added |
| Colonial Trust Co | 10,169 | $551.5K | 0.10% | +147+1.5% | Added |
| Cove Private Wealth, LLC | 10,170 | $551.5K | 0.47% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 10,180 | $552.1K | 0.16% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,182 | $552.2K | 0.01% | −850−7.7% | Reduced |
| Crestwood Advisors Group LLC | 10,201 | $553.2K | 0.01% | +1,820+21.7% | Added |
| Cyndeo Wealth Partners, LLC | 10,202 | $553.2K | 0.05% | +1,609+18.7% | Added |
| Walter & Keenan Financial Consulting Co | 10,206 | $553.4K | 0.18% | +1,142+12.6% | Added |
| Retirement Planning Co of New England, Inc. | 10,216 | $554.0K | 0.30% | −2,882−22.0% | Reduced |
| Mendel Money Management | 10,232 | $554.9K | 0.26% | +1,122+12.3% | Added |
| Jaffetilchin Investment Partners, LLC | 10,265 | $556.7K | 0.05% | +912+9.8% | Added |
| American Capital Advisory, LLC | 8,058 | $558.5K | 0.49% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,305 | $558.8K | 0.17% | +1,260+13.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,329 | $560.1K | 0.30% | −14,872−59.0% | Reduced |