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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 50,469 | $2.74M | 0.18% | −197,747−79.7% | Reduced |
| Clearstead Advisors, LLC | 60,226 | $2.71M | 0.13% | −6,574−9.8% | Reduced |
| New England Research & Management, Inc. | 50,007 | $2.71M | 1.33% | +4,655+10.3% | Added |
| Buckingham Strategic Wealth, LLC | 49,475 | $2.68M | 0.03% | +1,035+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 49,380 | $2.68M | 0.45% | −698−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 49,091 | $2.66M | 0.23% | −932−1.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 48,926 | $2.65M | 0.06% | +8,429+20.8% | Added |
| Kendall Capital Management | 48,484 | $2.63M | 0.90% | +1,743+3.7% | Added |
| Pinnacle Financial Partners Inc | 48,279 | $2.62M | 0.06% | −632−1.3% | Reduced |
| Pitcairn Co | 48,250 | $2.62M | 0.17% | +29,128+152.3% | Added |
| SS&H Financial Advisors, Inc. | 48,125 | $2.61M | 1.09% | +500+1.0% | Added |
| Concentric Wealth Management, LLC | 47,957 | $2.60M | 0.69% | +4,245+9.7% | Added |
| Alberta Investment Management Corp | 47,900 | $2.60M | 0.03% | −18,902−28.3% | Reduced |
| Kennedy Capital Management, Inc. | 47,715 | $2.59M | 0.05% | +47,715 | New |
| Wells Trecaso Financial Group, LLC | 47,647 | $2.58M | 0.91% | −4,536−8.7% | Reduced |
| Bangor Savings Bank | 47,590 | $2.58M | 0.26% | −6,281−11.7% | Reduced |
| Janney Capital Management LLC | 47,573 | $2.58M | 0.17% | −1,083−2.2% | Reduced |
| Ballentine Partners, LLC | 47,391 | $2.57M | 0.05% | +15,454+48.4% | Added |
| EP Wealth Advisors, LLC | 47,377 | $2.57M | 0.03% | −402,318−89.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 47,197 | $2.56M | 0.13% | +2,232+5.0% | Added |
| Independent Advisor Alliance | 46,941 | $2.55M | 0.09% | +14,596+45.1% | Added |
| Guyasuta Investment Advisors Inc | 49,450 | $2.54M | 0.18% | 00.0% | Unchanged |
| New England Asset Management Inc | 46,676 | $2.53M | 0.39% | −530−1.1% | Reduced |
| Stoneridge Investment Partners LLC | 46,622 | $2.53M | 0.96% | +46,622 | New |
| Partnership Wealth Management, LLC | 46,606 | $2.53M | 1.77% | +27,244+140.7% | Added |
| Mairs & Power Inc | 46,497 | $2.52M | 0.02% | −6,805−12.8% | Reduced |
| Dakota Wealth Management | 46,417 | $2.52M | 0.06% | +27,158+141.0% | Added |
| Prime Capital Investment Advisors, LLC | 46,108 | $2.50M | 0.03% | −5,623−10.9% | Reduced |
| Morton Community Bank | 46,075 | $2.50M | 0.72% | +440+1.0% | Added |
| Paradigm Asset Management Co LLC | 45,808 | $2.48M | 0.63% | −1,300−2.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 45,747 | $2.48M | 0.29% | +158+0.3% | Added |
| Cubic Asset Management, LLC | 45,710 | $2.48M | 0.59% | +1,055+2.4% | Added |
| Public Sector Pension Investment Board | 45,543 | $2.47M | 0.02% | +5,900+14.9% | Added |
| Simmons Bank | 45,492 | $2.47M | 0.19% | −214−0.5% | Reduced |
| Mirador Capital Partners LP | 45,484 | $2.47M | 0.47% | +1,889+4.3% | Added |
| Northeast Financial Consultants Inc | 45,380 | $2.46M | 0.12% | +3,201+7.6% | Added |
| Logan Capital Management Inc | 45,168 | $2.45M | 0.10% | −660−1.4% | Reduced |
| Choate Investment Advisors | 45,063 | $2.44M | 0.07% | −2,996−6.2% | Reduced |
| Quattro Financial Advisors LLC | 45,000 | $2.44M | 0.69% | +44,949+88,135.3% | Added |
| Courier Capital LLC | 44,630 | $2.42M | 0.18% | −1,883−4.0% | Reduced |
| Bahl & Gaynor Inc | 44,568 | $2.42M | 0.01% | +1,183+2.7% | Added |
| Holderness Investments Co | 44,416 | $2.41M | 0.59% | +184+0.4% | Added |
| AMG National Trust Bank | 44,192 | $2.40M | 0.07% | +27,847+170.4% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.38M | 0.30% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 43,725 | $2.37M | 0.87% | −315−0.7% | Reduced |
| Leo Wealth, LLC | 43,728 | $2.36M | 0.24% | −2,841−6.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 43,495 | $2.36M | 0.18% | −2,301−5.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 43,488 | $2.36M | 0.04% | +952+2.2% | Added |
| Brinker Capital Investments, LLC | 43,360 | $2.35M | 0.03% | −3,205−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 43,360 | $2.35M | 0.03% | −3,205−6.9% | Reduced |
| HighPoint Advisor Group LLC | 52,175 | $2.35M | 0.17% | −376−0.7% | Reduced |
| Edmp, Inc. | 43,333 | $2.35M | 1.96% | +59+0.1% | Added |
| Camden Capital, LLC | 42,934 | $2.33M | 0.21% | +2,205+5.4% | Added |
| Lincoln National Corp | 42,894 | $2.33M | 0.04% | +3,052+7.7% | Added |
| Delta Financial Group, Inc. | 42,880 | $2.33M | 0.68% | +2,344+5.8% | Added |
| Boyd Watterson Asset Management LLC | 42,725 | $2.32M | 0.83% | −775−1.8% | Reduced |
| Charter Research & Investment Group, Inc. | 42,608 | $2.31M | 1.83% | −1,975−4.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 42,538 | $2.31M | 0.37% | +2,773+7.0% | Added |
| Rodgers Brothers Inc. | 42,468 | $2.30M | 0.31% | +1,135+2.7% | Added |
| Profund Advisors LLC | 42,442 | $2.30M | 0.09% | −2,751−6.1% | Reduced |
| Charter Trust Co | 42,363 | $2.30M | 0.15% | +7,592+21.8% | Added |
| V-Square Quantitative Management LLC | 42,245 | $2.29M | 0.38% | +8,211+24.1% | Added |
| Petredis Investment Advisors LLC | 42,240 | $2.29M | 0.27% | +749+1.8% | Added |
| Sippican Capital Advisors | 42,147 | $2.29M | 1.78% | +3,145+8.1% | Added |
| Perigon Wealth Management, LLC | 42,139 | $2.29M | 0.07% | −5,720−12.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 42,016 | $2.28M | 0.05% | −4,903−10.4% | Reduced |
| Barbara Oil Co. | 42,000 | $2.28M | 0.96% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 41,795 | $2.27M | 1.49% | −5,660−11.9% | Reduced |
| Lecap Asset Management Ltd | 41,751 | $2.26M | 0.47% | +14,572+53.6% | Added |
| Arrow Financial Corp | 41,421 | $2.25M | 0.22% | +1,637+4.1% | Added |
| FineMark National Bank & Trust | 41,372 | $2.24M | 0.08% | −2,079−4.8% | Reduced |
| Stokes Family Office, LLC | 41,225 | $2.24M | 0.28% | +781+1.9% | Added |
| Caldwell Trust Co | 41,138 | $2.23M | 0.26% | −2,212−5.1% | Reduced |
| Slagle Financial, LLC | 41,030 | $2.23M | 1.21% | −12,894−23.9% | Reduced |
| Chemung Canal Trust Co | 41,012 | $2.22M | 0.43% | +1,604+4.1% | Added |
| Factorial Partners, LLC | 41,000 | $2.22M | 1.26% | −1,000−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 41,000 | $2.22M | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 40,938 | $2.22M | 0.05% | +3,654+9.8% | Added |
| Sheets Smith Wealth Management | 40,901 | $2.22M | 0.25% | −21,107−34.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,873 | $2.22M | 0.01% | −1,461,160−97.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 40,831 | $2.21M | 0.03% | −67,462−62.3% | Reduced |
| Berkeley Capital Partners, LLC | 40,743 | $2.21M | 0.67% | +18,546+83.6% | Added |
| Garrett Investment Advisors LLC | 40,695 | $2.21M | 0.28% | +11,715+40.4% | Added |
| Prospera Financial Services Inc | 40,647 | $2.21M | 0.07% | +12,483+44.3% | Added |
| Private Trust Co NA | 40,652 | $2.20M | 0.24% | −1,951−4.6% | Reduced |
| Bragg Financial Advisors, Inc | 40,576 | $2.20M | 0.10% | −1,440−3.4% | Reduced |
| Connectus Wealth, LLC | 40,472 | $2.20M | 0.06% | +14,693+57.0% | Added |
| Burns J W & Co Inc | 40,476 | $2.19M | 0.31% | −12,714−23.9% | Reduced |
| Tower Bridge Advisors | 40,275 | $2.18M | 0.22% | −1,192−2.9% | Reduced |
| Rathbone Brothers plc | 40,150 | $2.18M | 0.01% | −3,598−8.2% | Reduced |
| International Assets Investment Management, LLC | 40,929 | $2.17M | 0.23% | +14,639+55.7% | Added |
| Selway Asset Management | 39,966 | $2.17M | 0.87% | −1,100−2.7% | Reduced |
| Iowa State Bank | 39,955 | $2.17M | 0.48% | −18,411−31.5% | Reduced |
| Wahed Invest LLC | 39,794 | $2.16M | 0.49% | +5,421+15.8% | Added |
| Peak Asset Management, LLC | 39,754 | $2.16M | 0.43% | −13,554−25.4% | Reduced |
| Wintrust Investments LLC | 39,652 | $2.15M | 0.19% | +3,515+9.7% | Added |
| Old Port Advisors | 39,490 | $2.14M | 0.66% | +419+1.1% | Added |
| LMG Wealth Partners, LLC | 39,348 | $2.13M | 0.54% | +349+0.9% | Added |
| Vise Technologies, Inc. | 39,177 | $2.12M | 0.42% | +6,066+18.3% | Added |
| Wealth Alliance | 39,113 | $2.12M | 0.28% | +12,889+49.1% | Added |