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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 16,976 | $705.0K | 0.10% | −448−2.6% | Reduced |
| First County Bank | 16,992 | $705.7K | 0.36% | −1,169−6.4% | Reduced |
| Perkins Capital Management Inc | 16,991 | $706.0K | 0.67% | +350+2.1% | Added |
| LGT Fund Management Co Ltd. | 17,018 | $706.8K | 0.09% | +17,018 | New |
| NorthRock Partners, LLC | 17,023 | $707.0K | 0.03% | +1,486+9.6% | Added |
| Fountainhead AM, LLC | 17,026 | $707.1K | 0.17% | +228+1.4% | Added |
| Cornerstone Wealth Management, LLC | 17,093 | $709.9K | 0.05% | +1,701+11.1% | Added |
| Quadrant Private Wealth Management, LLC | 17,103 | $710.3K | 0.16% | −1,087−6.0% | Reduced |
| Eads & Heald Wealth Management | 17,148 | $712.0K | 0.34% | −3,383−16.5% | Reduced |
| Gries Financial LLC | 17,148 | $712.2K | 0.15% | −50,969−74.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,258 | $716.7K | 0.18% | −3,137−15.4% | Reduced |
| Aptus Capital Advisors, LLC | 17,317 | $719.1K | 0.01% | +559+3.3% | Added |
| 9258 Wealth Management, LLC | 17,396 | $722.4K | 0.11% | −2,802−13.9% | Reduced |
| Cidel Asset Management Inc | 17,401 | $722.7K | 0.06% | +3,250+23.0% | Added |
| Lansing Street Advisors | 17,482 | $726.0K | 0.30% | +184+1.1% | Added |
| Main Street Research LLC | 17,632 | $732.2K | 0.05% | −986−5.3% | Reduced |
| Alta Wealth Advisors LLC | 17,632 | $732.3K | 0.37% | −49−0.3% | Reduced |
| Bank of Hawaii | 17,666 | $733.7K | 0.03% | −243−1.4% | Reduced |
| Journey Advisory Group, LLC | 17,821 | $740.1K | 0.09% | −9,625−35.1% | Reduced |
| Atlas Brown,Inc. | 17,824 | $740.2K | 0.27% | +29+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,846 | $741.1K | 0.31% | +117+0.7% | Added |
| Letson Investment Management, Inc. | 17,851 | $741.4K | 0.33% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 17,856 | $741.6K | 0.08% | −952−5.1% | Reduced |
| Citizens & Northern Corp | 17,881 | $742.6K | 0.23% | −813−4.3% | Reduced |
| Cetera Trust Company, N.A | 17,927 | $744.5K | 0.47% | −2,165−10.8% | Reduced |
| Old North State Trust, LLC | 17,973 | $746.0K | 0.64% | −138−0.8% | Reduced |
| Eisler Capital (US) LLC | 18,010 | $748.0K | 0.14% | +18,010 | New |
| Sentry LLC | 18,031 | $748.8K | 0.14% | −101−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 18,075 | $750.7K | 0.56% | −148−0.8% | Reduced |
| Palisade Asset Management, LLC | 18,109 | $752.1K | 0.08% | −1,454−7.4% | Reduced |
| Brighton Jones LLC | 18,169 | $754.6K | 0.02% | −947−5.0% | Reduced |
| Hunter Associates Investment Management LLC | 18,311 | $759.0K | 0.13% | −51,857−73.9% | Reduced |
| Norris Financial Group, LLC | 18,347 | $762.0K | 0.40% | +8,671+89.6% | Added |
| Skopos Labs, Inc. | 14,381 | $762.0K | 0.33% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 18,395 | $763.9K | 0.12% | +18,395 | New |
| Qtron Investments LLC | 18,584 | $771.8K | 0.11% | −12,668−40.5% | Reduced |
| Fox Run Management, L.L.C. | 18,609 | $772.8K | 0.15% | +18,609 | New |
| Benchmark Financial Wealth Advisors, LLC | 18,617 | $773.2K | 0.29% | +2,089+12.6% | Added |
| Central Pacific Bank - Trust Division | 18,639 | $774.1K | 0.09% | +1,074+6.1% | Added |
| Numerai GP LLC | 18,716 | $777.3K | 0.28% | +18,716 | New |
| Cooper Financial Group | 18,768 | $779.4K | 0.11% | −3,228−14.7% | Reduced |
| J. W. Coons Advisors, LLC | 18,820 | $781.6K | 0.19% | −2,500−11.7% | Reduced |
| First City Capital Management, Inc. | 18,825 | $781.8K | 0.44% | −7,907−29.6% | Reduced |
| Adalta Capital Management LLC | 18,877 | $784.0K | 0.43% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,917 | $785.6K | 0.03% | −3,317−14.9% | Reduced |
| Sunbelt Securities, Inc. | 18,943 | $786.7K | 0.08% | +8,863+87.9% | Added |
| Chicago Partners Investment Group LLC | 16,060 | $787.7K | 0.03% | −184−1.1% | Reduced |
| Pallas Capital Advisors LLC | 18,610 | $788.9K | 0.04% | +9,536+105.1% | Added |
| Allegheny Financial Group LTD | 19,100 | $793.2K | 0.23% | −434−2.2% | Reduced |
| GYL Financial Synergies, LLC | 19,101 | $793.2K | 0.06% | −3,636−16.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,161 | $795.8K | 0.02% | +4,669+32.2% | Added |
| Cutter & CO Brokerage, Inc. | 19,221 | $798.2K | 0.19% | +460+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 15,426 | $798.9K | 0.10% | +1,391+9.9% | Added |
| Exencial Wealth Advisors, LLC | 19,237 | $798.9K | 0.03% | −879−4.4% | Reduced |
| Transatlantique Private Wealth LLC | 19,396 | $799.8K | 0.33% | −5,124−20.9% | Reduced |
| United Bank | 19,298 | $801.4K | 0.10% | −30−0.2% | Reduced |
| Monetary Management Group Inc | 19,300 | $801.5K | 0.21% | −100−0.5% | Reduced |
| Kovack Advisors, Inc. | 19,322 | $802.4K | 0.09% | −11,167−36.6% | Reduced |
| YHB Investment Advisors, Inc. | 19,379 | $804.8K | 0.07% | −1,874−8.8% | Reduced |
| Wealth Quarterback LLC | 19,383 | $805.0K | 0.46% | +19,383 | New |
| Signet Financial Management, LLC | 19,399 | $805.6K | 0.11% | −329−1.7% | Reduced |
| Headinvest, LLC | 19,443 | $807.5K | 0.16% | +1,072+5.8% | Added |
| Ransom Advisory, Ltd | 19,498 | $809.8K | 0.41% | +100+0.5% | Added |
| Spire Wealth Management | 19,543 | $811.6K | 0.03% | −309−1.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 19,581 | $813.2K | 0.22% | −585−2.9% | Reduced |
| Wendell David Associates Inc | 19,724 | $819.0K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 19,785 | $821.7K | 0.09% | −4,419−18.3% | Reduced |
| Curbstone Financial Management Corp | 19,790 | $821.9K | 0.18% | −1,570−7.4% | Reduced |
| Paragon Capital Management LLC | 19,796 | $822.1K | 0.44% | −704−3.4% | Reduced |
| Coldstream Capital Management Inc | 19,809 | $822.7K | 0.02% | −348−1.7% | Reduced |
| Spotlight Asset Group, Inc. | 19,900 | $826.4K | 0.58% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 19,902 | $826.5K | 0.02% | −19,110−49.0% | Reduced |
| Intrua Financial, LLC | 19,917 | $827.2K | 0.13% | +4,315+27.7% | Added |
| W Advisors, LLC | 19,986 | $830.0K | 0.54% | +176+0.9% | Added |
| PKO Investment Management Joint-Stock Co | 20,000 | $830.6K | 0.10% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,198 | $832.2K | 0.01% | −2,164−9.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 20,068 | $833.0K | 0.05% | +223+1.1% | Added |
| Mogy Joel R Investment Counsel Inc | 20,160 | $837.2K | 0.05% | −10.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,255 | $841.2K | 0.20% | −50−0.2% | Reduced |
| Silverleafe Capital Partners, LLC | 20,348 | $845.1K | 0.29% | +20,348 | New |
| FinTrust Capital Advisors, LLC | 20,366 | $845.8K | 0.16% | −6,724−24.8% | Reduced |
| Neumann Capital Management, LLC | 20,373 | $846.1K | 0.29% | −270−1.3% | Reduced |
| Montag A & Associates Inc | 20,399 | $847.2K | 0.04% | −600−2.9% | Reduced |
| Beaton Management Co. Inc. | 20,424 | $848.0K | 0.46% | 00.0% | Unchanged |
| Aries Wealth Management | 20,422 | $848.1K | 0.27% | −3,526−14.7% | Reduced |
| Forza Wealth Management, LLC | 20,464 | $849.9K | 0.44% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20,482 | $850.6K | 0.08% | +602+3.0% | Added |
| First American Bank | 20,493 | $851.1K | 0.06% | +422+2.1% | Added |
| Opes Wealth Management LLC | 20,533 | $852.7K | 0.18% | +113+0.6% | Added |
| Mather Group, LLC. | 15,763 | $854.8K | 0.01% | −9,899−38.6% | Reduced |
| ZWJ Investment Counsel Inc | 20,607 | $855.8K | 0.04% | +412+2.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 20,618 | $856.3K | 0.81% | −503−2.4% | Reduced |
| White Pine Capital LLC | 20,663 | $858.1K | 0.33% | −2,606−11.2% | Reduced |
| First Manhattan Co | 20,670 | $858.4K | 0.00% | +525+2.6% | Added |
| Park National Corp | 20,838 | $865.4K | 0.03% | −1,284−5.8% | Reduced |
| Versor Investments LP | 20,900 | $868.0K | 0.16% | +20,900 | New |
| RMB Capital Management, LLC | 20,945 | $869.9K | 0.02% | −478−2.2% | Reduced |
| Cobblestone Capital Advisors LLC | 20,948 | $870.0K | 0.05% | −804−3.7% | Reduced |
| Thomasville National Bank | 20,977 | $871.2K | 0.07% | −1,714−7.6% | Reduced |
| Symmetry Partners, LLC | 21,038 | $874.0K | 0.04% | −1,107−5.0% | Reduced |