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 |
|---|---|---|---|---|---|
| New Century Financial Group, LLC | 21,234 | $881.8K | 0.37% | +296+1.4% | Added |
| Keudell/Morrison Wealth Management | 21,245 | $882.3K | 0.26% | +4,793+29.1% | Added |
| Keebeck Wealth Management, LLC | 21,277 | $883.6K | 0.13% | +9,928+87.5% | Added |
| Brown, Lisle/Cummings, Inc. | 21,313 | $885.1K | 0.29% | +1,413+7.1% | Added |
| Cigna Investments Inc | 21,367 | $888.0K | 0.17% | −145−0.7% | Reduced |
| Bank & Trust Co | 21,390 | $888.3K | 0.75% | +21,390 | New |
| Sky Investment Group LLC | 21,417 | $889.4K | 0.17% | −371−1.7% | Reduced |
| Beacon Financial Advisory LLC | 21,459 | $891.2K | 0.33% | +3,723+21.0% | Added |
| ARS Investment Partners, LLC | 21,542 | $894.6K | 0.09% | −1,062−4.7% | Reduced |
| Nicolet Bankshares Inc | 21,552 | $895.1K | 0.22% | −1,388−6.1% | Reduced |
| McGuire Investment Group, LLC | 21,561 | $895.4K | 0.13% | −8,356−27.9% | Reduced |
| NCM Capital Management, LLC | 21,588 | $896.5K | 0.47% | +6,700+45.0% | Added |
| TSP Capital Management Group, LLC | 21,592 | $896.7K | 0.28% | −6,958−24.4% | Reduced |
| Chatham Capital Group, Inc. | 21,595 | $896.8K | 0.16% | 00.0% | Unchanged |
| Veriti Management LLC | 21,597 | $896.9K | 0.06% | −723−3.2% | Reduced |
| Moloney Securities Asset Management, LLC | 21,684 | $900.5K | 0.13% | −2,757−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 21,705 | $901.4K | 0.19% | +995+4.8% | Added |
| St Germain D J Co Inc | 21,725 | $902.2K | 0.04% | −1,122−4.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 21,857 | $907.7K | 0.36% | +3,655+20.1% | Added |
| Harbor Investment Advisory, LLC | 21,905 | $909.7K | 0.09% | −419−1.9% | Reduced |
| Howland Capital Management LLC | 21,918 | $910.3K | 0.04% | −3,011−12.1% | Reduced |
| Naviter Wealth, LLC | 22,121 | $918.7K | 0.14% | −1,598−6.7% | Reduced |
| Manchester Capital Management LLC | 22,169 | $920.7K | 0.11% | −377−1.7% | Reduced |
| AlphaCore Capital LLC | 22,176 | $921.0K | 0.22% | −2,036−8.4% | Reduced |
| Ronald Blue Trust, Inc. | 17,003 | $922.1K | 0.01% | +3,263+23.7% | Added |
| Hartford Financial Management Inc. | 22,221 | $922.8K | 0.20% | −8,525−27.7% | Reduced |
| Pingora Partners LLC | 22,234 | $923.4K | 0.66% | −800−3.5% | Reduced |
| Sumitomo Life Insurance Co | 22,236 | $923.5K | 0.02% | −2,735−11.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 22,240 | $923.6K | 0.70% | +1,250+6.0% | Added |
| Peoples Financial Services Corp. | 22,283 | $925.2K | 0.42% | −331−1.5% | Reduced |
| Level Four Advisory Services, LLC | 22,322 | $927.1K | 0.04% | −4,070−15.4% | Reduced |
| Mission Wealth Management, LP | 22,338 | $927.7K | 0.03% | −21−0.1% | Reduced |
| Leavell Investment Management, Inc. | 22,372 | $929.0K | 0.05% | −3,700−14.2% | Reduced |
| Exchange Traded Concepts, LLC | 22,404 | $930.4K | 0.02% | −185−0.8% | Reduced |
| Schulhoff & Co Inc | 22,414 | $930.9K | 0.42% | −500−2.2% | Reduced |
| Bridgefront Capital, LLC | 22,428 | $931.4K | 0.39% | +22,428 | New |
| Kimelman & Baird, LLC | 22,432 | $931.6K | 0.08% | +22,432 | New |
| Capstone Financial Advisors, Inc. | 22,457 | $932.6K | 0.06% | +319+1.4% | Added |
| Lederer & Associates Investment Counsel | 22,562 | $937.0K | 0.68% | −1,922−7.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 22,576 | $937.6K | 0.06% | −3,888−14.7% | Reduced |
| Stonebridge Capital Management Inc | 22,590 | $938.0K | 0.40% | 00.0% | Unchanged |
| Ti-Trust, Inc | 22,637 | $940.1K | 0.72% | 00.0% | Unchanged |
| Insight Inv LLC | 22,671 | $941.5K | 0.81% | −2,100−8.5% | Reduced |
| Morningstar Investment Management LLC | 22,671 | $942.0K | 0.10% | +716+3.3% | Added |
| Westpac Banking Corp | 22,700 | $942.7K | 0.07% | −98,680−81.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 22,964 | $953.7K | 0.38% | +7,310+46.7% | Added |
| Perpetual Ltd | 22,966 | $953.8K | 0.01% | −8,600−27.2% | Reduced |
| KCM Investment Advisors LLC | 22,978 | $954.3K | 0.03% | −2,375−9.4% | Reduced |
| Webster Bank, N. A. | 23,092 | $959.0K | 0.11% | −2,608−10.1% | Reduced |
| Lazari Capital Management, Inc. | 23,163 | $962.0K | 0.43% | −1,535−6.2% | Reduced |
| Claro Advisors LLC | 23,208 | $963.8K | 0.15% | +1,429+6.6% | Added |
| Hanson & Doremus Investment Management | 23,330 | $969.0K | 0.16% | −6,652−22.2% | Reduced |
| Rossmore Private Capital | 23,501 | $976.0K | 0.13% | −13,542−36.6% | Reduced |
| Oxler Private Wealth LLC | 23,508 | $976.3K | 0.36% | −7,044−23.1% | Reduced |
| Chapin Davis, Inc. | 23,684 | $983.6K | 0.34% | +1,140+5.1% | Added |
| King Luther Capital Management Corp | 23,689 | $983.8K | 0.00% | −10,298−30.3% | Reduced |
| Western Wealth Management, LLC | 23,758 | $986.7K | 0.07% | −2,545−9.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 23,865 | $991.1K | 0.02% | −1,700−6.6% | Reduced |
| Cobblestone Asset Management LLC | 23,866 | $991.2K | 0.64% | −100−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 23,892 | $992.2K | 0.01% | −16,939−41.5% | Reduced |
| Insigneo Advisory Services, LLC | 20,914 | $995.3K | 0.11% | −3,187−13.2% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $996.3K | 0.14% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 24,005 | $996.9K | 0.03% | +4,549+23.4% | Added |
| J.W. Cole Advisors, Inc. | 24,007 | $997.0K | 0.05% | −6,622−21.6% | Reduced |
| Waterfront Wealth Inc. | 24,021 | $997.6K | 0.27% | +3,743+18.5% | Added |
| Equitable Trust Co | 24,056 | $999.0K | 0.07% | +355+1.5% | Added |
| Boston Family Office LLC | 24,179 | $1.00M | 0.07% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 24,196 | $1.00M | 0.99% | +24,196 | New |
| Monarch Capital Management Inc | 24,228 | $1.01M | 0.30% | −864−3.4% | Reduced |
| Hancock Whitney Corp | 24,291 | $1.01M | 0.03% | −264−1.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 24,276 | $1.01M | 0.11% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 24,372 | $1.01M | 0.05% | −72,855−74.9% | Reduced |
| We Are One Seven, LLC | 24,427 | $1.01M | 0.05% | +1,632+7.2% | Added |
| Acropolis Investment Management, LLC | 24,440 | $1.01M | 0.06% | +3,279+15.5% | Added |
| CFS Investment Advisory Services, LLC | 24,508 | $1.02M | 0.08% | +24,508 | New |
| Trust Asset Management LLC | 24,521 | $1.02M | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 24,525 | $1.02M | 0.39% | +1,809+8.0% | Added |
| Global Retirement Partners, LLC | 24,543 | $1.02M | 0.03% | +4,498+22.4% | Added |
| Auxier Asset Management | 24,546 | $1.02M | 0.16% | −624−2.5% | Reduced |
| Arcadia Investment Management Corp | 24,571 | $1.02M | 0.17% | +16,080+189.4% | Added |
| Fundamentun, LLC | 24,774 | $1.03M | 0.09% | +4,614+22.9% | Added |
| Capital City Trust Co | 24,830 | $1.03M | 0.28% | +81+0.3% | Added |
| Stratos Wealth Advisors, LLC | 24,862 | $1.03M | 0.05% | −55,494−69.1% | Reduced |
| Arrow Financial Corp | 24,869 | $1.03M | 0.10% | −16,552−40.0% | Reduced |
| Joel Isaacson & Co., LLC | 24,872 | $1.03M | 0.05% | −66−0.3% | Reduced |
| Oarsman Capital, Inc. | 24,895 | $1.03M | 0.23% | −4,138−14.3% | Reduced |
| Archer Investment Corp | 24,912 | $1.03M | 0.30% | +2,070+9.1% | Added |
| Fiduciary Family Office, LLC | 24,961 | $1.04M | 0.41% | −10,839−30.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.04M | 0.32% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.04M | 0.33% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 25,052 | $1.04M | 0.07% | +4,174+20.0% | Added |
| Wolf Group Capital Advisors | 25,098 | $1.04M | 0.41% | +1,631+7.0% | Added |
| Alberta Investment Management Corp | 25,100 | $1.04M | 0.01% | −22,800−47.6% | Reduced |
| Rehmann Capital Advisory Group | 25,158 | $1.04M | 0.07% | −1,449−5.4% | Reduced |
| Fiduciary Group LLC | 25,226 | $1.05M | 0.11% | −2,797−10.0% | Reduced |
| Platform Technology Partners | 25,236 | $1.05M | 0.36% | +25,236 | New |
| Koshinski Asset Management, Inc. | 25,664 | $1.05M | 0.10% | −7,729−23.1% | Reduced |
| MTM Investment Management, LLC | 25,305 | $1.05M | 0.43% | −3,105−10.9% | Reduced |
| Qsemble Capital Management, LP | 25,385 | $1.05M | 0.20% | +25,385 | New |
| Orion Investment Co | 25,405 | $1.06M | 0.42% | +25,405 | New |