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; 2,530 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, Q2 2024
Institutional positions in Bristol Myers Squibb Co as of Jun 30, 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
- 2,156
- −150 vs. Q1 2024
- Shares held
- 1.54B
- −18.7M (−1.2%) vs. Q1 2024
- Total value
- $63.8B
- −$20.5B (−24.3%) vs. Q1 2024
- New holders
- 170
- 695 more added
- Sold out
- 320
- 1,047 more reduced
31 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 13,678 | $568.0K | 0.10% | +5,867+75.1% | Added |
| WoodTrust Financial Corp | 13,706 | $569.0K | 0.09% | −20−0.1% | Reduced |
| Waldron Private Wealth LLC | 13,726 | $570.0K | 0.03% | +159+1.2% | Added |
| BEAM Asset Management, LLC | 13,735 | $570.4K | 0.19% | +13,735 | New |
| Burney Co | 13,771 | $571.9K | 0.02% | −345−2.4% | Reduced |
| Iron Financial, LLC | 13,870 | $576.0K | 0.32% | +340+2.5% | Added |
| Cornerstone Wealth Group, LLC | 13,886 | $576.7K | 0.05% | +971+7.5% | Added |
| Court Place Advisors, LLC | 13,903 | $577.4K | 0.18% | −250−1.8% | Reduced |
| Capital Advisors Inc | 13,916 | $577.9K | 0.01% | +1,156+9.1% | Added |
| Roundview Capital LLC | 13,922 | $578.2K | 0.05% | −1,161−7.7% | Reduced |
| Principle Wealth Partners LLC | 13,933 | $578.7K | 0.04% | +4,725+51.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,972 | $580.3K | 0.06% | −2,473−15.0% | Reduced |
| Old Point Trust & Financial Services N A | 13,981 | $580.6K | 0.23% | +1,770+14.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 14,013 | $582.0K | 0.22% | +2,958+26.8% | Added |
| Chicago Capital, LLC | 14,021 | $582.3K | 0.02% | −1,775−11.2% | Reduced |
| Indiana Trust & Investment Management CO | 14,091 | $585.2K | 0.21% | −1,595−10.2% | Reduced |
| Barry Investment Advisors, LLC | 14,146 | $587.5K | 0.20% | +2,794+24.6% | Added |
| Boston Trust Walden Corp | 14,211 | $590.2K | 0.00% | −100−0.7% | Reduced |
| Buckley Wealth Management, LLC | 14,232 | $591.1K | 0.19% | −1,500−9.5% | Reduced |
| Pavion Blue Capital, LLC | 14,233 | $591.1K | 0.29% | 00.0% | Unchanged |
| Navellier & Associates Inc | 14,251 | $591.8K | 0.07% | −300−2.1% | Reduced |
| Trust Co | 14,331 | $595.2K | 0.08% | −4,517−24.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,345 | $595.7K | 0.09% | +156+1.1% | Added |
| Cohen Capital Management, Inc. | 14,350 | $596.0K | 0.10% | −40−0.3% | Reduced |
| Capital Wealth Planning, LLC | 14,440 | $599.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 14,479 | $601.1K | 0.09% | −1,931−11.8% | Reduced |
| Investment Partners, Ltd. | 14,493 | $601.9K | 0.27% | −460−3.1% | Reduced |
| Bridges Investment Management Inc | 14,600 | $606.3K | 0.01% | +1,971+15.6% | Added |
| Quadcap Wealth Management, LLC | 14,614 | $607.0K | 0.11% | −236−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 13,068 | $607.7K | 0.09% | +6,007+85.1% | Added |
| StoneX Group Inc. | 14,673 | $609.4K | 0.05% | +298+2.1% | Added |
| L2 Asset Management, LLC | 14,713 | $611.0K | 0.18% | +8,428+134.1% | Added |
| Jeppson Wealth Management, LLC | 14,729 | $611.7K | 0.23% | −14,622−49.8% | Reduced |
| Accredited Investors Inc. | 14,790 | $614.2K | 0.04% | −104−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 14,795 | $614.4K | 0.05% | +6,692+82.6% | Added |
| Mystic Asset Management, Inc. | 14,819 | $615.4K | 0.25% | −1,471−9.0% | Reduced |
| Grove Bank & Trust | 14,903 | $618.9K | 0.10% | +1,870+14.3% | Added |
| Sovereign Financial Group, Inc. | 14,912 | $619.3K | 0.15% | +1,241+9.1% | Added |
| Athena Investment Management | 14,935 | $620.3K | 0.38% | −18−0.1% | Reduced |
| Physicians Financial Services, Inc. | 15,113 | $628.0K | 0.20% | −175−1.1% | Reduced |
| Clear Harbor Asset Management, LLC | 15,166 | $629.8K | 0.05% | −240−1.6% | Reduced |
| Cim Investment Mangement Inc | 15,174 | $630.2K | 0.19% | −141−0.9% | Reduced |
| Bailard, Inc. | 15,197 | $631.1K | 0.02% | +38+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 15,204 | $631.4K | 0.06% | −1,294−7.8% | Reduced |
| Spinnaker Trust | 15,230 | $632.5K | 0.04% | +194+1.3% | Added |
| Ameritas Advisory Services, LLC | 15,235 | $632.7K | 0.02% | −2,029−11.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,264 | $633.9K | 0.15% | +10,405+214.1% | Added |
| David Loasby | 15,418 | $634.0K | 0.06% | +2,818+22.4% | Added |
| Richard W. Paul & Associates, LLC | 15,276 | $634.4K | 0.24% | +625+4.3% | Added |
| Magnetar Financial LLC | 15,307 | $635.7K | 0.01% | +15,307 | New |
| Park Edge Advisors, LLC | 15,377 | $638.6K | 0.20% | −500−3.1% | Reduced |
| Independent Financial Group, LLC | 15,407 | $639.9K | 0.03% | −3,098−16.7% | Reduced |
| Tempus Wealth Planning, LLC | 15,413 | $640.1K | 0.27% | +4,095+36.2% | Added |
| Smartleaf Asset Management LLC | 15,441 | $641.0K | 0.11% | +5,687+58.3% | Added |
| Washington Trust Co | 15,484 | $643.1K | 0.02% | +304+2.0% | Added |
| Westhampton Capital, LLC | 15,517 | $644.4K | 0.35% | +5,850+60.5% | Added |
| Midland Wealth Advisors LLC | 15,547 | $645.7K | 0.04% | −877−5.3% | Reduced |
| Good Life Advisors, LLC | 15,573 | $646.8K | 0.05% | −220−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 15,598 | $647.8K | 0.07% | −219−1.4% | Reduced |
| Reuter James Wealth Management, LLC | 15,626 | $648.9K | 0.48% | +5,219+50.1% | Added |
| Verity Asset Management, Inc. | 15,648 | $649.9K | 0.25% | +9,436+151.9% | Added |
| Spirit of America Management Corp | 15,650 | $649.9K | 0.13% | −1,000−6.0% | Reduced |
| Anchor Investment Management, LLC | 15,650 | $650.0K | 0.07% | −605−3.7% | Reduced |
| Parkside Financial Bank & Trust | 15,656 | $650.2K | 0.10% | −181−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 15,689 | $651.6K | 0.05% | −1,230−7.3% | Reduced |
| Essex Savings Bank | 15,751 | $654.0K | 0.18% | −768−4.6% | Reduced |
| Marcum Wealth, LLC | 15,834 | $657.6K | 0.07% | +2,466+18.4% | Added |
| Chicago Trust Co NA | 15,890 | $659.9K | 0.13% | −1,805−10.2% | Reduced |
| Optimum Investment Advisors | 15,925 | $661.4K | 0.30% | −438−2.7% | Reduced |
| Black Maple Capital Management LP | 16,000 | $664.5K | 0.49% | 00.0% | Unchanged |
| First National Bank of Omaha | 16,021 | $665.4K | 0.04% | +16,021 | New |
| Mill Creek Capital Advisors, LLC | 16,023 | $665.4K | 0.02% | +464+3.0% | Added |
| Triumph Capital Management | 16,026 | $665.6K | 0.26% | +1,865+13.2% | Added |
| Opinicus Capital, Inc. | 16,040 | $666.1K | 0.56% | +2,441+17.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,197 | $672.7K | 0.02% | −15,055−48.2% | Reduced |
| Baxter Bros Inc | 16,204 | $673.0K | 0.09% | −1,254−7.2% | Reduced |
| Clarius Group, LLC | 16,235 | $674.2K | 0.05% | +8,061+98.6% | Added |
| Fruth Investment Management | 16,280 | $676.0K | 0.18% | −150−0.9% | Reduced |
| Hoylecohen, LLC | 16,279 | $676.0K | 0.05% | +201+1.3% | Added |
| Onyx Bridge Wealth Group LLC | 16,292 | $676.6K | 0.11% | +640+4.1% | Added |
| Hengehold Capital Management LLC | 16,326 | $678.0K | 0.07% | −50.0% | Reduced |
| Welch Group, LLC | 16,337 | $678.5K | 0.03% | −345−2.1% | Reduced |
| Meeder Asset Management Inc | 16,343 | $678.7K | 0.05% | −113,460−87.4% | Reduced |
| Delta Financial Advisors LLC | 16,357 | $679.3K | 0.26% | −960−5.5% | Reduced |
| 180 Wealth Advisors, LLC | 16,677 | $679.6K | 0.11% | −526−3.1% | Reduced |
| Van Cleef Asset Management,Inc | 16,429 | $682.3K | 0.09% | −799−4.6% | Reduced |
| Strategic Blueprint, LLC | 16,496 | $685.1K | 0.05% | −797−4.6% | Reduced |
| Strategy Asset Managers LLC | 10,744 | $687.1K | 0.15% | +10,744 | New |
| Financial Advocates Investment Management | 16,583 | $688.7K | 0.04% | −2,825−14.6% | Reduced |
| Greenleaf Trust | 16,600 | $689.4K | 0.01% | −17,143−50.8% | Reduced |
| Vaughan & Co Securities, Inc. | 16,622 | $690.3K | 0.44% | +16,622 | New |
| Van Strum & Towne Inc. | 16,642 | $691.1K | 0.25% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 16,663 | $692.0K | 0.20% | −4,807−22.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,665 | $692.1K | 0.05% | +1,858+12.5% | Added |
| Donoghue Forlines LLC | 16,746 | $695.5K | 0.20% | +2,262+15.6% | Added |
| Edgestream Partners, L.P. | 16,770 | $696.5K | 0.03% | −93,838−84.8% | Reduced |
| Calamos Wealth Management LLC | 16,770 | $696.5K | 0.04% | +1,149+7.4% | Added |
| Garrison Point Advisors, LLC | 16,866 | $700.4K | 0.46% | −604−3.5% | Reduced |
| United Bank | 16,866 | $700.4K | 0.35% | +1,413+9.1% | Added |
| Smithfield Trust Co | 17,005 | $705.0K | 0.04% | −2,993−15.0% | Reduced |