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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 137,332 | $7.45M | 0.42% | −1,393−1.0% | Reduced |
| Ci Investments Inc. | 135,650 | $7.36M | 0.03% | +27,438+25.4% | Added |
| Muhlenkamp & Co Inc | 135,045 | $7.32M | 2.13% | +3,285+2.5% | Added |
| APG Asset Management US Inc. | 138,070 | $7.32M | 0.04% | −51,204−27.1% | Reduced |
| Advisors Asset Management, Inc. | 134,138 | $7.27M | 0.14% | +42,509+46.4% | Added |
| Keystone Financial Planning, Inc. | 133,927 | $7.26M | 2.36% | +10,858+8.8% | Added |
| California First Leasing Corp | 132,800 | $7.20M | 3.35% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 137,094 | $7.14M | 1.35% | +56,188+69.4% | Added |
| Hartford Investment Management Co | 131,427 | $7.13M | 0.25% | −5,533−4.0% | Reduced |
| Cambridge Trust Co | 131,329 | $7.12M | 0.27% | −226,978−63.3% | Reduced |
| JustInvest LLC | 129,981 | $7.05M | 0.15% | −11,388−8.1% | Reduced |
| Biondo Investment Advisors, LLC | 129,963 | $7.05M | 1.09% | +4,583+3.7% | Added |
| Meeder Asset Management Inc | 129,803 | $7.04M | 0.44% | +64,433+98.6% | Added |
| Kovitz Investment Group Partners, LLC | 129,688 | $7.03M | 0.09% | +10,163+8.5% | Added |
| Bollard Group LLC | 128,796 | $6.99M | 0.21% | +2,819+2.2% | Added |
| Jacobs & Co | 128,328 | $6.96M | 0.74% | +1,014+0.8% | Added |
| American Assets Investment Management, LLC | 127,000 | $6.89M | 0.66% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 126,995 | $6.89M | 0.10% | −122,211−49.0% | Reduced |
| Advocate Group LLC | 126,724 | $6.87M | 1.37% | +16,497+15.0% | Added |
| GWM Advisors LLC | 125,767 | $6.82M | 0.06% | +2,101+1.7% | Added |
| HGK Asset Management Inc | 124,265 | $6.74M | 1.32% | +8,469+7.3% | Added |
| Clearbridge Investments, LLC | 124,180 | $6.73M | 0.01% | −1,800−1.4% | Reduced |
| Welch & Forbes LLC | 123,908 | $6.72M | 0.09% | −11,796−8.7% | Reduced |
| Thrivent Financial for Lutherans | 123,843 | $6.72M | 0.01% | −88,420−41.7% | Reduced |
| Walleye Trading LLC | 122,133 | $6.62M | 0.11% | −72,531−37.3% | Reduced |
| Credit Agricole S A | 136,844 | $6.61M | 0.11% | +70,756+107.1% | Added |
| SpiderRock Advisors, LLC | 128,047 | $6.61M | 0.21% | +128,047 | New |
| Westpac Banking Corp | 121,380 | $6.58M | 0.50% | +11,250+10.2% | Added |
| Tocqueville Asset Management L.P. | 121,366 | $6.58M | 0.11% | −275−0.2% | Reduced |
| Shelton Capital Management | 120,455 | $6.53M | 0.19% | −5,598−4.4% | Reduced |
| Canal Insurance CO | 120,000 | $6.51M | 1.68% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 119,846 | $6.50M | 0.19% | −9,021−7.0% | Reduced |
| TownSquare Capital, LLC | 119,462 | $6.48M | 0.09% | +6,806+6.0% | Added |
| Advisory Services Network, LLC | 119,423 | $6.48M | 0.14% | +38,163+47.0% | Added |
| Sequoia Financial Advisors, LLC | 119,293 | $6.47M | 0.08% | +42,244+54.8% | Added |
| Azimuth Capital Investment Management LLC | 119,287 | $6.47M | 0.27% | −7,724−6.1% | Reduced |
| Jefferies Financial Group Inc. | 119,062 | $6.46M | 0.13% | −76,577−39.1% | Reduced |
| Stock Yards Bank & Trust Co | 119,014 | $6.45M | 0.21% | −1,212−1.0% | Reduced |
| Louisiana State Employees Retirement System | 118,400 | $6.42M | 0.12% | −4,600−3.7% | Reduced |
| First Citizens Bank & Trust Co | 118,393 | $6.42M | 0.12% | +36,420+44.4% | Added |
| CWA Asset Management Group, LLC | 117,538 | $6.37M | 0.39% | +92,099+362.0% | Added |
| Metis Global Partners, LLC | 117,000 | $6.34M | 0.23% | −2,251−1.9% | Reduced |
| Allianz SE | 116,583 | $6.32M | 0.20% | +116,583 | New |
| Gamco Investors, Inc. Et Al | 116,565 | $6.32M | 0.06% | −1,957−1.7% | Reduced |
| LGT Group Foundation | 115,915 | $6.29M | 0.15% | −166,912−59.0% | Reduced |
| Ontario Teachers Pension Plan Board | 115,625 | $6.27M | 0.06% | +63,399+121.4% | Added |
| Johnson Investment Counsel Inc | 114,957 | $6.23M | 0.07% | −4,504−3.8% | Reduced |
| Marathon Capital Management | 114,880 | $6.23M | 1.49% | +746+0.7% | Added |
| iA Global Asset Management Inc. | 114,573 | $6.21M | 0.13% | +2,623+2.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 114,358 | $6.20M | 1.64% | +81,304+246.0% | Added |
| Bogart Wealth, LLC | 113,910 | $6.18M | 0.32% | +2,836+2.6% | Added |
| WealthTrust Axiom LLC | 111,961 | $6.07M | 1.96% | −974−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 111,770 | $6.06M | 0.04% | −387−0.3% | Reduced |
| Gateway Investment Advisers LLC | 111,313 | $6.04M | 0.07% | −458,478−80.5% | Reduced |
| Edgestream Partners, L.P. | 110,608 | $6.00M | 0.30% | +17,901+19.3% | Added |
| TrimTabs Asset Management, LLC | 110,405 | $5.99M | 1.50% | +8,095+7.9% | Added |
| Gibraltar Capital Management, Inc. | 110,072 | $5.97M | 2.78% | +32,691+42.2% | Added |
| Cullinan Associates Inc | 109,338 | $5.93M | 0.33% | −4,946−4.3% | Reduced |
| Flputnam Investment Management Co | 109,256 | $5.92M | 0.13% | +12,750+13.2% | Added |
| Lighthouse Investment Partners, LLC | 109,069 | $5.91M | 0.35% | +109,069 | New |
| Grassi Investment Management | 108,860 | $5.90M | 0.53% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 89,570 | $5.89M | 1.58% | +758+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 110,393 | $5.88M | 0.04% | +43,603+65.3% | Added |
| Raymond James Trust N.A. | 108,223 | $5.87M | 0.14% | +2,980+2.8% | Added |
| Groupama Asset Managment | 56,195 | $5.86M | 0.11% | −48,102−46.1% | Reduced |
| Private Advisory Group LLC | 107,730 | $5.84M | 0.83% | +107,730 | New |
| Canal Capital Management, LLC | 107,340 | $5.82M | 0.98% | +51,308+91.6% | Added |
| Ostrum Asset Management | 107,155 | $5.81M | 0.46% | +790+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 107,068 | $5.81M | 0.49% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 106,823 | $5.79M | 0.09% | −12,901−10.8% | Reduced |
| Telos Capital Management, Inc. | 106,688 | $5.79M | 0.65% | −85,571−44.5% | Reduced |
| Sandy Spring Bank | 106,249 | $5.76M | 0.26% | −2,963−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 105,308 | $5.71M | 0.06% | +9,092+9.4% | Added |
| Partners Capital Investment Group, LLP | 104,262 | $5.65M | 0.15% | −105,016−50.2% | Reduced |
| Hennessy Advisors Inc | 104,000 | $5.64M | 0.24% | +32,600+45.7% | Added |
| Umb Bank N A | 103,510 | $5.61M | 0.09% | −12,458−10.7% | Reduced |
| PGGM Investments | 103,065 | $5.59M | 0.08% | +4,656+4.7% | Added |
| HM Payson & Co | 102,716 | $5.57M | 0.10% | −23,277−18.5% | Reduced |
| Viking Fund Management LLC | 102,700 | $5.57M | 1.01% | +2,700+2.7% | Added |
| New Mexico Educational Retirement Board | 102,534 | $5.56M | 0.20% | −6,800−6.2% | Reduced |
| First Horizon Advisors, Inc. | 102,141 | $5.54M | 0.17% | +8,733+9.3% | Added |
| Argent Trust Co | 102,103 | $5.54M | 0.25% | −5,264−4.9% | Reduced |
| Berger Financial Group, Inc | 101,975 | $5.53M | 0.46% | +96,304+1,698.2% | Added |
| Gladstone Institutional Advisory LLC | 101,119 | $5.48M | 0.30% | +38,333+61.1% | Added |
| Cypress Capital Group | 100,993 | $5.48M | 0.66% | +1,745+1.8% | Added |
| Moors & Cabot, Inc. | 100,989 | $5.48M | 0.30% | +1,677+1.7% | Added |
| Assenagon Asset Management S.A. | 100,822 | $5.47M | 0.01% | +2,428+2.5% | Added |
| Cornerstone Advisors, LLC | 100,400 | $5.44M | 0.23% | 00.0% | Unchanged |
| Glenview Trust Co | 100,139 | $5.43M | 0.12% | +583+0.6% | Added |
| Mutual Advisors, LLC | 99,921 | $5.42M | 0.17% | +24,049+31.7% | Added |
| Parsons Capital Management Inc | 99,651 | $5.40M | 0.37% | −25,677−20.5% | Reduced |
| Neville Rodie & Shaw Inc | 99,521 | $5.40M | 0.41% | −9,950−9.1% | Reduced |
| Strategic Global Advisors, LLC | 99,345 | $5.39M | 1.16% | −2,730−2.7% | Reduced |
| Signaturefd, LLC | 98,606 | $5.35M | 0.11% | −3,899−3.8% | Reduced |
| FourThought Financial Partners, LLC | 97,388 | $5.28M | 0.61% | +20,896+27.3% | Added |
| Wolverine Trading, LLC | 97,350 | $5.28M | 0.05% | +71,188+272.1% | Added |
| Integrated Advisors Network LLC | 97,227 | $5.27M | 0.27% | +65,448+205.9% | Added |
| Miracle Mile Advisors, LLC | 96,800 | $5.25M | 0.13% | +89,568+1,238.5% | Added |
| Aviance Capital Partners, LLC | 96,494 | $5.23M | 0.78% | +17,396+22.0% | Added |
| Banque Pictet & Cie SA | 95,952 | $5.20M | 0.05% | −1,415−1.5% | Reduced |