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 |
|---|---|---|---|---|---|
| Eley Financial Management, Inc | 39,070 | $2.12M | 0.91% | +1,639+4.4% | Added |
| Townsend & Associates, Inc | 43,126 | $2.11M | 0.25% | +3,070+7.7% | Added |
| Optimist Retirement Group LLC | 38,663 | $2.10M | 1.08% | +30,673+383.9% | Added |
| SevenBridge Financial Group, LLC | 47,524 | $2.09M | 0.47% | −3,675−7.2% | Reduced |
| Wealthcare Advisory Partners LLC | 38,541 | $2.09M | 0.07% | −5,602−12.7% | Reduced |
| Leelyn Smith, LLC | 38,525 | $2.09M | 0.42% | +1,681+4.6% | Added |
| Naples Money Management LLC | 38,359 | $2.08M | 2.07% | −1,234−3.1% | Reduced |
| Buckingham Strategic Partners | 38,228 | $2.07M | 0.06% | +26,208+218.0% | Added |
| PEAK6 Investments LLC | 38,213 | $2.07M | 0.10% | −32,045−45.6% | Reduced |
| Arvest Trust Co N A | 38,173 | $2.07M | 0.12% | +3,275+9.4% | Added |
| 3Chopt Investment Partners, LLC | 37,874 | $2.05M | 0.84% | +10,923+40.5% | Added |
| Fred Alger Management, LLC | 37,770 | $2.05M | 0.01% | −2,760−6.8% | Reduced |
| Hills Bank & Trust Co | 37,730 | $2.05M | 0.17% | −2,500−6.2% | Reduced |
| Green Square Capital Advisors LLC | 37,657 | $2.04M | 0.27% | +30,718+442.7% | Added |
| Summit X, LLC | 37,638 | $2.04M | 0.52% | +37,638 | New |
| Arkadios Wealth Advisors | 37,621 | $2.04M | 0.16% | +7,056+23.1% | Added |
| Intellectus Partners, LLC | 37,588 | $2.04M | 0.54% | −138−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 37,540 | $2.04M | 0.33% | +850+2.3% | Added |
| Allworth Financial LP | 37,532 | $2.04M | 0.01% | +1,850+5.2% | Added |
| Lowe Brockenbrough & Co Inc | 37,246 | $2.02M | 0.14% | −720−1.9% | Reduced |
| Rossmore Private Capital | 37,043 | $2.01M | 0.26% | −23,301−38.6% | Reduced |
| Alpha Omega Wealth Management LLC | 36,971 | $2.00M | 0.37% | −674−1.8% | Reduced |
| TCW Group Inc | 36,908 | $2.00M | 0.02% | −4,740−11.4% | Reduced |
| Marco Investment Management LLC | 36,838 | $2.00M | 0.19% | +1,381+3.9% | Added |
| Capital Asset Advisory Services LLC | 38,809 | $1.99M | 0.11% | +5,010+14.8% | Added |
| Resources Investment Advisors, LLC. | 36,681 | $1.99M | 0.03% | −8,608−19.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 36,543 | $1.98M | 0.85% | −14,009−27.7% | Reduced |
| Gifford Fong Associates | 35,899 | $1.95M | 0.54% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 35,893 | $1.95M | 0.08% | −28,746−44.5% | Reduced |
| Country Club Bank | 35,861 | $1.94M | 0.14% | −653−1.8% | Reduced |
| Fiduciary Family Office, LLC | 35,800 | $1.94M | 0.76% | +18,617+108.3% | Added |
| Orca Investment Management, LLC | 35,682 | $1.94M | 1.81% | −1,718−4.6% | Reduced |
| Farther Finance Advisors, LLC | 36,364 | $1.93M | 0.12% | +6,346+21.1% | Added |
| Silvant Capital Management LLC | 35,460 | $1.92M | 0.09% | +1,847+5.5% | Added |
| 1st Source Bank | 35,328 | $1.92M | 0.11% | −4,639−11.6% | Reduced |
| Wellington Shields & Co., LLC | 35,233 | $1.91M | 0.64% | −1,750−4.7% | Reduced |
| E. Ohman J:or Asset Management AB | 35,200 | $1.91M | 0.05% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 35,135 | $1.91M | 0.31% | +50+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 34,997 | $1.90M | 0.04% | −280,277−88.9% | Reduced |
| Range Financial Group LLC | 34,942 | $1.89M | 0.98% | +5,651+19.3% | Added |
| Trust Co of Toledo NA | 34,823 | $1.89M | 0.30% | +1,027+3.0% | Added |
| Atlantic Union Bankshares Corp | 34,500 | $1.87M | 0.16% | −650−1.8% | Reduced |
| Corrado Advisors, LLC | 34,441 | $1.87M | 1.23% | −891−2.5% | Reduced |
| Sykon Capital LLC | 34,429 | $1.87M | 0.68% | +34,429 | New |
| Dynamic Advisor Solutions LLC | 34,323 | $1.86M | 0.06% | −1,501−4.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 34,226 | $1.86M | 0.25% | +919+2.8% | Added |
| Flagship Harbor Advisors, LLC | 34,157 | $1.85M | 0.12% | +4,680+15.9% | Added |
| King Luther Capital Management Corp | 33,987 | $1.84M | 0.01% | +10,171+42.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 33,954 | $1.84M | 0.15% | +808+2.4% | Added |
| Means Investment Co., Inc. | 33,877 | $1.84M | 0.24% | −7,017−17.2% | Reduced |
| Greenleaf Trust | 33,743 | $1.83M | 0.02% | −20,148−37.4% | Reduced |
| NTV Asset Management LLC | 33,706 | $1.83M | 0.28% | +2,884+9.4% | Added |
| Cypress Capital, LLC | 33,647 | $1.82M | 0.50% | +30+0.1% | Added |
| KG&L Capital Management,LLC | 33,580 | $1.82M | 0.72% | +6,277+23.0% | Added |
| Udine Wealth Management, Inc. | 33,571 | $1.82M | 1.27% | +33,571 | New |
| Koshinski Asset Management, Inc. | 33,393 | $1.81M | 0.19% | −7,655−18.6% | Reduced |
| AdvisorNet Financial, Inc | 33,379 | $1.81M | 0.17% | +4,138+14.2% | Added |
| First Western Trust Bank | 33,338 | $1.81M | 0.08% | −551−1.6% | Reduced |
| Harbour Investment Management LLC | 33,270 | $1.80M | 0.85% | +8,390+33.7% | Added |
| Karpas Strategies, LLC | 33,242 | $1.80M | 0.56% | +160.0% | Added |
| D L Carlson Investment Group Inc | 33,174 | $1.80M | 0.35% | −1,612−4.6% | Reduced |
| St. Louis Trust Co | 33,158 | $1.80M | 0.28% | +3,451+11.6% | Added |
| Triangle Securities Wealth Management | 33,119 | $1.80M | 0.51% | +2,634+8.6% | Added |
| Horizon Investments, LLC | 33,472 | $1.79M | 0.05% | +9,438+39.3% | Added |
| Pensionfund Sabic | 33,000 | $1.79M | 0.53% | −1,000−2.9% | Reduced |
| Herold Advisors, Inc. | 32,913 | $1.79M | 0.43% | +1,169+3.7% | Added |
| Nicholas Hoffman & Company, LLC. | 32,892 | $1.78M | 0.09% | −47−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 36,182 | $1.78M | 0.34% | −1,249−3.3% | Reduced |
| Beddow Capital Management Inc | 32,655 | $1.77M | 0.77% | +3,749+13.0% | Added |
| Moody National Bank Trust Division | 32,604 | $1.77M | 0.14% | −289−0.9% | Reduced |
| HBK Sorce Advisory LLC | 32,578 | $1.77M | 0.06% | +1,159+3.7% | Added |
| Investment House LLC | 32,570 | $1.77M | 0.10% | +12,575+62.9% | Added |
| Parallel Advisors, LLC | 32,556 | $1.77M | 0.05% | −2,630−7.5% | Reduced |
| Smith, Moore & Co. | 32,153 | $1.74M | 0.19% | −857−2.6% | Reduced |
| Ameliora Wealth Management Ltd. | 32,144 | $1.74M | 0.79% | +1,322+4.3% | Added |
| South State Corp. | 31,996 | $1.74M | 0.14% | +1,297+4.2% | Added |
| Arvest Investments, Inc. | 31,978 | $1.73M | 0.27% | −5,413−14.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 31,959 | $1.73M | 0.19% | −50.0% | Reduced |
| Longbow Finance SA | 31,905 | $1.73M | 0.17% | +31,905 | New |
| Total Clarity Wealth Management, Inc. | 31,778 | $1.72M | 0.60% | −4,277−11.9% | Reduced |
| Tower Research Capital LLC (TRC) | 31,750 | $1.72M | 0.04% | −246,564−88.6% | Reduced |
| Plimoth Trust Co LLC | 31,677 | $1.72M | 0.46% | −460−1.4% | Reduced |
| Merit Financial Group, LLC | 39,012 | $1.72M | 0.04% | +18,988+94.8% | Added |
| Essex Financial Services, Inc. | 31,612 | $1.71M | 0.16% | −2,082−6.2% | Reduced |
| Institute for Wealth Management, LLC. | 31,578 | $1.71M | 0.22% | +1,522+5.1% | Added |
| Perpetual Ltd | 31,566 | $1.71M | 0.02% | +12,266+63.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 31,252 | $1.69M | 0.04% | −7,331−19.0% | Reduced |
| Qtron Investments LLC | 31,252 | $1.69M | 0.24% | +10,469+50.4% | Added |
| Ridgewood Investments LLC | 31,181 | $1.69M | 0.90% | +1,483+5.0% | Added |
| Moneta Group Investment Advisors LLC | 31,046 | $1.68M | 0.03% | +13,011+72.1% | Added |
| Capstone Investment Advisors, LLC | 31,025 | $1.68M | 0.03% | −321,271−91.2% | Reduced |
| Longfellow Investment Management Co LLC | 30,976 | $1.68M | 0.38% | +6,107+24.6% | Added |
| Palogic Value Management, L.P. | 30,917 | $1.68M | 0.73% | +573+1.9% | Added |
| Cito Capital Group, LLC | 30,900 | $1.68M | 0.69% | +1,900+6.6% | Added |
| Prio Wealth Limited Partnership | 30,829 | $1.67M | 0.05% | −1,154−3.6% | Reduced |
| Exchange Bank | 30,817 | $1.67M | 1.37% | −296−1.0% | Reduced |
| Hartford Financial Management Inc. | 30,746 | $1.67M | 0.35% | −9,952−24.5% | Reduced |
| Oxler Private Wealth LLC | 30,552 | $1.66M | 0.65% | +22,627+285.5% | Added |
| Richard P Slaughter Associates Inc | 30,517 | $1.65M | 0.40% | +1,102+3.7% | Added |
| J.W. Cole Advisors, Inc. | 30,629 | $1.65M | 0.08% | −1,202−3.8% | Reduced |