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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 251,206 | $13.6M | 0.09% | −9,162−3.5% | Reduced |
| Terril Brothers, Inc. | 245,808 | $13.3M | 4.59% | −1,305−0.5% | Reduced |
| British Columbia Investment Management Corp | 243,754 | $13.2M | 0.09% | +3,282+1.4% | Added |
| Compagnie Lombard Odier SCmA | 240,435 | $13.0M | 0.23% | +175,400+269.7% | Added |
| Nepsis, Inc. | 236,281 | $12.8M | 3.47% | +30,099+14.6% | Added |
| First Trust Investment Solutions L.P. | 236,238 | $12.8M | 2.26% | +3,633+1.6% | Added |
| Evergreen Capital Management LLC | 236,020 | $12.8M | 0.48% | +16,217+7.4% | Added |
| Regions Financial Corp | 231,807 | $12.6M | 0.10% | −19,875−7.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 231,271 | $12.5M | 0.93% | −2,903−1.2% | Reduced |
| GAM Holding AG | 230,409 | $12.5M | 0.90% | −7,404−3.1% | Reduced |
| Mediolanum International Funds Ltd | 234,036 | $12.5M | 0.20% | +234,036 | New |
| Circle Wealth Management, LLC | 227,811 | $12.4M | 0.31% | +982+0.4% | Added |
| Fisher Asset Management, LLC | 225,753 | $12.2M | 0.01% | +2,322+1.0% | Added |
| Zacks Investment Management | 223,691 | $12.1M | 0.13% | +207,061+1,245.1% | Added |
| Bartlett & Co. Wealth Management LLC | 222,943 | $12.1M | 0.19% | −57,567−20.5% | Reduced |
| Brown Advisory Inc | 222,153 | $12.0M | 0.02% | −2,295−1.0% | Reduced |
| Kestra Advisory Services, LLC | 221,492 | $12.0M | 0.08% | +30,297+15.8% | Added |
| Mizuho Markets Americas LLC | 220,000 | $11.9M | 0.33% | +220,000 | New |
| Rafferty Asset Management, LLC | 219,409 | $11.9M | 0.04% | +4,148+1.9% | Added |
| Oppenheimer & Co Inc | 218,849 | $11.9M | 0.20% | +26,519+13.8% | Added |
| UniSuper Management Pty Ltd | 215,898 | $11.7M | 0.11% | +28,373+15.1% | Added |
| Community Bank, N.A. | 215,583 | $11.7M | 1.53% | +3,928+1.9% | Added |
| Fiduciary Trust Co | 214,172 | $11.6M | 0.18% | −8,036−3.6% | Reduced |
| Pathstone Holdings, LLC | 212,969 | $11.5M | 0.05% | −11,765−5.2% | Reduced |
| Daiwa Securities Group Inc. | 211,513 | $11.5M | 0.06% | +20,988+11.0% | Added |
| Busey Wealth Management | 211,097 | $11.4M | 0.41% | +3,207+1.5% | Added |
| Empowered Funds, LLC | 208,436 | $11.3M | 0.20% | +35,802+20.7% | Added |
| Colony Group, LLC | 207,521 | $11.3M | 0.09% | −1,290−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 211,840 | $11.2M | 0.02% | +5,435+2.6% | Added |
| Stratos Wealth Partners, LTD. | 205,829 | $11.2M | 0.19% | +5,998+3.0% | Added |
| Edgar Lomax Co | 205,195 | $11.1M | 0.69% | +88,933+76.5% | Added |
| CIBC World Markets Corp | 204,049 | $11.1M | 0.07% | −667,374−76.6% | Reduced |
| Westwood Holdings Group Inc. | 204,033 | $11.1M | 0.09% | −162,213−44.3% | Reduced |
| Capital International Ltd | 202,304 | $11.0M | 0.52% | −5,487−2.6% | Reduced |
| Pinnacle Associates Ltd | 201,257 | $10.9M | 0.17% | −64,784−24.4% | Reduced |
| Hyman Charles D | 200,289 | $10.9M | 0.60% | −2,135−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 199,983 | $10.8M | 0.09% | +7,186+3.7% | Added |
| National Asset Management, Inc. | 185,863 | $10.8M | 0.29% | +22,462+13.7% | Added |
| Transcend Wealth Collective, LLC | 196,726 | $10.7M | 0.86% | +35,159+21.8% | Added |
| Stonebridge Capital Advisors LLC | 196,718 | $10.7M | 0.96% | +9,700+5.2% | Added |
| Atria Wealth Solutions, Inc. | 195,453 | $10.6M | 0.12% | +7,808+4.2% | Added |
| TB Alternative Assets Ltd. | 194,550 | $10.6M | 2.64% | +194,550 | New |
| Point72 Asset Management, L.P. | 193,887 | $10.5M | 0.03% | +193,887 | New |
| GTS Securities LLC | 192,301 | $10.4M | 0.28% | −70,279−26.8% | Reduced |
| Close Asset Management Ltd | 191,559 | $10.4M | 0.38% | −66,775−25.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 190,734 | $10.3M | 0.01% | −6,083−3.1% | Reduced |
| Capital Management Corp | 190,711 | $10.3M | 1.97% | +7,633+4.2% | Added |
| Assetmark, Inc | 190,454 | $10.3M | 0.03% | +34,770+22.3% | Added |
| Old National Bancorp | 190,121 | $10.3M | 0.24% | +20,102+11.8% | Added |
| Skylands Capital, LLC | 188,650 | $10.2M | 1.41% | +9,625+5.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 188,454 | $10.2M | 0.32% | +10,317+5.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 187,968 | $10.2M | 0.04% | +49,342+35.6% | Added |
| Elo Mutual Pension Insurance Co | 185,920 | $10.1M | 0.24% | +3,528+1.9% | Added |
| Belpointe Asset Management LLC | 183,425 | $9.95M | 0.74% | +24,803+15.6% | Added |
| Huntington National Bank | 180,930 | $9.81M | 0.08% | −22,411−11.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 180,464 | $9.79M | 0.75% | +9,238+5.4% | Added |
| Kestra Private Wealth Services, LLC | 178,450 | $9.68M | 0.22% | +25,541+16.7% | Added |
| Adams Asset Advisors, LLC | 178,173 | $9.66M | 1.25% | +1,920+1.1% | Added |
| Kingsview Wealth Management, LLC | 175,679 | $9.53M | 0.24% | +9,317+5.6% | Added |
| Oregon Public Employees Retirement Fund | 173,922 | $9.43M | 0.19% | −173,979−50.0% | Reduced |
| Rockland Trust Co | 173,439 | $9.41M | 0.50% | +4,142+2.4% | Added |
| Gulf International Bank (UK) Ltd | 173,400 | $9.40M | 0.24% | +709+0.4% | Added |
| Associated Banc-Corp | 170,106 | $9.22M | 0.29% | −7,741−4.4% | Reduced |
| Northern Oak Wealth Management Inc | 169,890 | $9.21M | 1.09% | +34,336+25.3% | Added |
| Lido Advisors, LLC | 169,124 | $9.17M | 0.08% | +37,046+28.0% | Added |
| Ethic Inc. | 168,380 | $9.13M | 0.23% | −16,479−8.9% | Reduced |
| Central Trust Co | 167,263 | $9.07M | 0.23% | −11,495−6.4% | Reduced |
| Claret Asset Management Corp | 167,247 | $9.07M | 1.52% | +21,183+14.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 167,091 | $9.06M | 1.57% | −1,305−0.8% | Reduced |
| Tredje AP-fonden | 165,581 | $8.98M | 0.09% | −96,800−36.9% | Reduced |
| BancorpSouth Bank | 165,159 | $8.96M | 0.65% | +290+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 164,109 | $8.90M | 0.13% | −116,578−41.5% | Reduced |
| Stephens Inc | 163,847 | $8.89M | 0.14% | +59,431+56.9% | Added |
| Advisors Capital Management, LLC | 163,469 | $8.87M | 0.16% | +25,768+18.7% | Added |
| Degroof Petercam Asset Management | 162,600 | $8.82M | 0.11% | −105,400−39.3% | Reduced |
| Bourne Lent Asset Management Inc | 162,552 | $8.82M | 3.55% | −5,705−3.4% | Reduced |
| Vestcor Inc | 161,505 | $8.76M | 0.30% | −6,769−4.0% | Reduced |
| Quantinno Capital Management LP | 161,455 | $8.76M | 0.19% | +78,786+95.3% | Added |
| Investment Management Corp of Ontario | 161,038 | $8.73M | 0.26% | −45,679−22.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 160,713 | $8.72M | 0.30% | +10,744+7.2% | Added |
| Heritage Investors Management Corp | 160,184 | $8.69M | 0.31% | +14,857+10.2% | Added |
| Bessemer Group Inc | 159,066 | $8.63M | 0.02% | +22,286+16.3% | Added |
| Thompson Siegel & Walmsley LLC | 158,454 | $8.59M | 0.13% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 158,308 | $8.59M | 2.53% | +4,485+2.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 155,500 | $8.43M | 0.10% | −16,500−9.6% | Reduced |
| Kentucky Retirement Systems | 154,526 | $8.38M | 0.25% | −8,276−5.1% | Reduced |
| Snowden Capital Advisors LLC | 151,878 | $8.24M | 0.26% | +117,023+335.7% | Added |
| Brookstone Capital Management | 150,037 | $8.14M | 0.15% | +40,018+36.4% | Added |
| Te Ahumairangi Investment Management Ltd | 149,957 | $8.13M | 1.41% | +4,250+2.9% | Added |
| Farmers & Merchants Investments Inc | 147,589 | $8.00M | 0.27% | −6,116−4.0% | Reduced |
| Erste Asset Management GmbH | 149,344 | $7.96M | 0.11% | +402+0.3% | Added |
| Loomis Sayles & Co L P | 146,720 | $7.96M | 0.01% | +40,778+38.5% | Added |
| Financial Counselors Inc | 145,793 | $7.91M | 0.13% | −3,052−2.1% | Reduced |
| Banque Cantonale Vaudoise | 144,909 | $7.86M | 0.31% | +37,663+35.1% | Added |
| Redwood Investment Management, LLC | 144,112 | $7.82M | 0.75% | +8,554+6.3% | Added |
| Maryland State Retirement & Pension System | 159,870 | $7.68M | 0.15% | +1,354+0.9% | Added |
| Forbes J M & Co LLP | 140,269 | $7.61M | 0.82% | −5,590−3.8% | Reduced |
| Bokf, NA | 143,343 | $7.60M | 0.14% | +26,816+23.0% | Added |
| Atria Investments LLC | 138,838 | $7.54M | 0.10% | +16,270+13.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 137,650 | $7.46M | 0.84% | +52,500+61.7% | Added |