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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 95,551 | $5.18M | 0.04% | −2,299−2.3% | Reduced |
| Advanced Asset Management Advisors Inc | 94,800 | $5.14M | 1.27% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 94,428 | $5.12M | 1.25% | +2,788+3.0% | Added |
| NBT Bank N A | 94,171 | $5.11M | 0.37% | −4,437−4.5% | Reduced |
| Osborne Partners Capital Management, LLC | 93,990 | $5.10M | 0.31% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 93,979 | $5.10M | 0.11% | +536+0.6% | Added |
| Romano Brothers and Company | 93,402 | $5.07M | 0.69% | −6,147−6.2% | Reduced |
| First National Trust Co | 93,339 | $5.06M | 0.21% | −119,168−56.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 93,231 | $5.06M | 0.21% | −4,947−5.0% | Reduced |
| AE Wealth Management LLC | 92,869 | $5.04M | 0.06% | −215,491−69.9% | Reduced |
| Great Valley Advisor Group, Inc. | 92,838 | $5.03M | 0.15% | +46,527+100.5% | Added |
| Searle & Co. | 92,581 | $5.02M | 1.28% | −11,500−11.0% | Reduced |
| Zions Bancorporation, N.A. | 92,263 | $5.00M | 0.37% | +88,126+2,130.2% | Added |
| Tufton Capital Management | 92,040 | $4.99M | 0.98% | −42,508−31.6% | Reduced |
| Wright Investors Service Inc | 91,806 | $4.98M | 1.26% | +606+0.7% | Added |
| Venture Visionary Partners LLC | 91,746 | $4.98M | 0.24% | +3,736+4.2% | Added |
| Northwest & Ethical Investments L.P. | 91,693 | $4.97M | 0.14% | −73,416−44.5% | Reduced |
| Equitable Holdings, Inc. | 91,504 | $4.96M | 0.06% | +2,489+2.8% | Added |
| Whittier Trust Co of Nevada Inc | 89,676 | $4.86M | 0.14% | −2,030−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 89,529 | $4.86M | 0.09% | +34,660+63.2% | Added |
| Group One Trading, L.P. | 89,314 | $4.84M | 0.17% | +63,638+247.9% | Added |
| Patten & Patten Inc | 88,777 | $4.81M | 0.34% | +4,067+4.8% | Added |
| Whittier Trust Co | 88,597 | $4.80M | 0.07% | +19,382+28.0% | Added |
| RSM US Wealth Management LLC | 88,285 | $4.79M | 0.12% | −157−0.2% | Reduced |
| Ossiam | 88,183 | $4.78M | 0.08% | +21,234+31.7% | Added |
| Kempner Capital Management Inc. | 88,032 | $4.77M | 2.59% | +18,671+26.9% | Added |
| AIA Group Ltd | 87,768 | $4.76M | 0.16% | +31,792+56.8% | Added |
| Griffin Asset Management, Inc. | 87,650 | $4.75M | 0.57% | −430.0% | Reduced |
| NEOS Investment Management LLC | 87,542 | $4.75M | 0.29% | +43,663+99.5% | Added |
| Dean Investment Associates, LLC | 87,411 | $4.74M | 0.65% | +16,648+23.5% | Added |
| Wasatch Advisors Inc | 87,375 | $4.74M | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 86,772 | $4.71M | 0.18% | +86,772 | New |
| Delta Asset Management LLC | 86,361 | $4.68M | 0.41% | +8,897+11.5% | Added |
| Vinva Investment Management Ltd | 85,398 | $4.63M | 0.27% | +5,723+7.2% | Added |
| Hamilton Capital Partners Inc. | 85,100 | $4.61M | 0.56% | +85,100 | New |
| Ally Financial Inc. | 85,000 | $4.61M | 0.62% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 84,569 | $4.59M | 0.66% | +837+1.0% | Added |
| XML Financial, LLC | 84,524 | $4.58M | 0.47% | −19,829−19.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 84,432 | $4.58M | 3.09% | +6,171+7.9% | Added |
| London Co of Virginia | 84,040 | $4.56M | 0.02% | +3,564+4.4% | Added |
| Toroso Investments, LLC | 84,201 | $4.55M | 0.08% | −10,529−11.1% | Reduced |
| Everence Capital Management Inc | 83,350 | $4.52M | 0.30% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 83,257 | $4.51M | 1.54% | −1,463−1.7% | Reduced |
| Plato Investment Management Ltd | 82,913 | $4.50M | 0.46% | +78,830+1,930.7% | Added |
| Naples Global Advisors, LLC | 82,803 | $4.49M | 0.46% | +7,365+9.8% | Added |
| Metropolitan Life Insurance Co | 82,067 | $4.45M | 0.19% | −757−0.9% | Reduced |
| Mengis Capital Management, Inc. | 81,932 | $4.44M | 0.69% | −44,525−35.2% | Reduced |
| Geneos Wealth Management Inc. | 81,747 | $4.43M | 0.20% | +107+0.1% | Added |
| Hikari Tsushin, Inc. | 81,141 | $4.40M | 0.35% | 00.0% | Unchanged |
| Motco | 81,063 | $4.40M | 0.26% | −652−0.8% | Reduced |
| Apollon Wealth Management, LLC | 80,636 | $4.37M | 0.14% | +2,895+3.7% | Added |
| Thompson Investment Management, Inc. | 80,477 | $4.36M | 0.66% | +7,737+10.6% | Added |
| Stratos Wealth Advisors, LLC | 80,356 | $4.36M | 0.26% | −2,835−3.4% | Reduced |
| Wealthfront Advisers LLC | 79,932 | $4.33M | 0.02% | −56,532−41.4% | Reduced |
| Daymark Wealth Partners, LLC | 79,523 | $4.31M | 0.23% | +5,604+7.6% | Added |
| Woodstock Corp | 79,190 | $4.29M | 0.44% | −4,921−5.9% | Reduced |
| Twin Capital Management Inc | 78,856 | $4.28M | 0.53% | −4,306−5.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 78,949 | $4.27M | 0.05% | −55,214−41.2% | Reduced |
| Richard Bernstein Advisors LLC | 78,571 | $4.26M | 0.09% | 00.0% | Unchanged |
| Talbot Financial, LLC | 78,269 | $4.24M | 0.57% | +5,345+7.3% | Added |
| Tritonpoint Wealth, LLC | 64,557 | $4.24M | 0.44% | −29,348−31.3% | Reduced |
| Kinneret Advisory, LLC | 78,123 | $4.24M | 0.42% | −244−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 77,797 | $4.22M | 0.16% | +20,006+34.6% | Added |
| Empirical Finance, LLC | 77,242 | $4.19M | 0.26% | +2,429+3.2% | Added |
| Altrius Capital Management Inc | 76,942 | $4.17M | 1.05% | +8,110+11.8% | Added |
| CMH Wealth Management LLC | 76,606 | $4.15M | 1.06% | +16,168+26.8% | Added |
| Salem Investment Counselors Inc | 76,368 | $4.14M | 0.14% | −6,245−7.6% | Reduced |
| Savant Capital, LLC | 76,125 | $4.13M | 0.05% | +31,088+69.0% | Added |
| Benedict Financial Advisors Inc | 75,281 | $4.08M | 1.04% | +1,484+2.0% | Added |
| Edgewood Management LLC | 75,000 | $4.07M | 0.01% | −1,850−2.4% | Reduced |
| Community Financial Services Group, LLC | 74,986 | $4.07M | 0.93% | +74,986 | New |
| 1832 Asset Management L.P. | 74,659 | $4.05M | 0.01% | −52−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 73,554 | $3.99M | 0.11% | +13,414+22.3% | Added |
| PFG Investments, LLC | 73,075 | $3.96M | 0.24% | +56,932+352.7% | Added |
| Hallmark Capital Management Inc | 72,341 | $3.92M | 0.30% | +7,595+11.7% | Added |
| Haverford Trust Co | 71,716 | $3.89M | 0.04% | −6,525−8.3% | Reduced |
| Highland Capital Management, LLC | 71,689 | $3.89M | 0.22% | −742−1.0% | Reduced |
| Diversified Trust Co | 71,466 | $3.88M | 0.12% | +31,015+76.7% | Added |
| Norinchukin Bank, The | 71,361 | $3.87M | 0.12% | −1,023−1.4% | Reduced |
| Davy Global Fund Management Ltd | 71,200 | $3.86M | 0.44% | 00.0% | Unchanged |
| Ieq Capital, LLC | 70,484 | $3.82M | 0.05% | +11,546+19.6% | Added |
| Hunter Associates Investment Management LLC | 70,168 | $3.80M | 0.64% | +4,807+7.4% | Added |
| Avantax Advisory Services, Inc. | 69,961 | $3.79M | 0.03% | +2,336+3.5% | Added |
| HB Wealth Management, LLC | 69,801 | $3.79M | 0.05% | +4,451+6.8% | Added |
| Mechanics Bank Trust Department | 69,731 | $3.78M | 0.56% | −1,642−2.3% | Reduced |
| Cohen Klingenstein LLC | 69,400 | $3.76M | 0.14% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 69,303 | $3.76M | 0.33% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 69,246 | $3.76M | 0.24% | −1,950−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 68,825 | $3.73M | 0.29% | −3,090−4.3% | Reduced |
| Hudson Capital Management LLC | 68,494 | $3.71M | 1.28% | +6,641+10.7% | Added |
| Pettee Investors, Inc. | 68,475 | $3.71M | 1.57% | −3,445−4.8% | Reduced |
| Versant Capital Management, Inc | 68,436 | $3.71M | 1.06% | −918−1.3% | Reduced |
| Gries Financial LLC | 68,117 | $3.69M | 0.62% | +26,338+63.0% | Added |
| GLOBALT Investments LLC | 67,901 | $3.68M | 0.15% | −1,667−2.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 67,482 | $3.66M | 1.74% | +5,315+8.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 67,149 | $3.64M | 0.25% | −5,341−7.4% | Reduced |
| Adviser Investments LLC | 67,017 | $3.63M | 0.05% | −1,686−2.5% | Reduced |
| Radnor Capital Management, LLC | 66,823 | $3.62M | 0.62% | −169−0.3% | Reduced |
| Fulton Bank, N.A. | 66,639 | $3.61M | 0.15% | +20,846+45.5% | Added |
| Hamilton Wealth, LLC | 66,548 | $3.61M | 1.13% | +34,284+106.3% | Added |