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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 25,755 | $1.07M | 0.24% | −150−0.6% | Reduced |
| Ledyard National Bank | 25,803 | $1.07M | 0.10% | −2,345−8.3% | Reduced |
| Greenfield Savings Bank | 25,890 | $1.08M | 0.55% | −651−2.5% | Reduced |
| Concurrent Investment Advisors, LLC | 25,909 | $1.08M | 0.04% | −994−3.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 25,915 | $1.08M | 0.10% | −1,288−4.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 25,952 | $1.08M | 0.15% | −8,274−24.2% | Reduced |
| Ardent Capital Management, Inc. | 25,983 | $1.08M | 0.53% | 00.0% | Unchanged |
| Girard Partners Ltd. | 26,013 | $1.08M | 0.10% | −2,592−9.1% | Reduced |
| Counterweight Ventures, LLC | 26,073 | $1.08M | 0.82% | +1,971+8.2% | Added |
| BKD Wealth Advisors, LLC | 26,289 | $1.09M | 0.03% | +465+1.8% | Added |
| Trust Co of Virginia | 26,343 | $1.09M | 0.10% | −224−0.8% | Reduced |
| Altfest L J & Co Inc | 26,366 | $1.09M | 0.15% | −83−0.3% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.10M | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 26,420 | $1.10M | 0.06% | −2,116−7.4% | Reduced |
| BLB&B Advisors, LLC | 26,537 | $1.10M | 0.06% | −3,338−11.2% | Reduced |
| Nemes Rush Group LLC | 26,824 | $1.11M | 0.15% | +18+0.1% | Added |
| Linden Thomas Advisory Services, LLC | 26,878 | $1.12M | 0.17% | −15,660−36.8% | Reduced |
| Independent Investors Inc | 26,938 | $1.12M | 0.25% | 00.0% | Unchanged |
| Philadelphia Trust Co | 27,050 | $1.12M | 0.09% | −2,597−8.8% | Reduced |
| Stonegate Investment Group, LLC | 27,118 | $1.13M | 0.03% | −1,454−5.1% | Reduced |
| Wealthspire Advisors, LLC | 27,223 | $1.13M | 0.01% | −1,464−5.1% | Reduced |
| Jacobs & Co | 27,289 | $1.13M | 0.12% | −101,039−78.7% | Reduced |
| Adirondack Trust Co | 27,566 | $1.14M | 0.47% | −314−1.1% | Reduced |
| Finer Wealth Management, Inc. | 27,666 | $1.15M | 0.74% | −14,129−33.8% | Reduced |
| North Star Investment Management Corp. | 27,683 | $1.15M | 0.08% | −871−3.1% | Reduced |
| First National Bank & Trust Co of Newtown | 27,708 | $1.15M | 0.23% | −2,400−8.0% | Reduced |
| MidWestOne Financial Group, Inc. | 27,830 | $1.16M | 0.21% | +5,034+22.1% | Added |
| Chilton Capital Management LLC | 27,882 | $1.16M | 0.05% | +51+0.2% | Added |
| Principal Securities, Inc. | 27,944 | $1.16M | 0.03% | +3,171+12.8% | Added |
| Wealthfront Advisers LLC | 27,999 | $1.16M | 0.00% | −51,933−65.0% | Reduced |
| Quest Investment Management LLC | 28,000 | $1.16M | 0.13% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28,056 | $1.17M | 0.04% | +1,690+6.4% | Added |
| Meridian Management Co | 28,101 | $1.17M | 0.32% | +32+0.1% | Added |
| Dudley Capital Management, LLC | 28,122 | $1.17M | 0.65% | −30−0.1% | Reduced |
| Corundum Group, Inc. | 28,195 | $1.17M | 0.46% | +17,693+168.5% | Added |
| Valeo Financial Advisors, LLC | 46,808 | $1.17M | 0.04% | −2,057−4.2% | Reduced |
| Icon Advisers Inc | 28,500 | $1.18M | 0.27% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 28,371 | $1.18M | 0.72% | +25+0.1% | Added |
| South State Corp. | 28,397 | $1.18M | 0.09% | −3,599−11.2% | Reduced |
| Personal Cfo Solutions, LLC | 28,482 | $1.18M | 0.18% | +6,731+30.9% | Added |
| Premier Path Wealth Partners, LLC | 28,617 | $1.19M | 0.20% | +24,860+661.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 28,668 | $1.19M | 0.00% | −33,946−54.2% | Reduced |
| Birchbrook, Inc. | 28,720 | $1.19M | 0.72% | +616+2.2% | Added |
| SFMG, LLC | 28,853 | $1.20M | 0.10% | −614−2.1% | Reduced |
| Bell Bank | 28,862 | $1.20M | 0.10% | +2,334+8.8% | Added |
| Abn Amro Investment Solutions | 28,883 | $1.20M | 0.02% | +14,379+99.1% | Added |
| Lakewood Asset Management LLC | 28,958 | $1.20M | 0.84% | −135−0.5% | Reduced |
| Cito Capital Group, LLC | 29,000 | $1.20M | 0.47% | −1,900−6.1% | Reduced |
| Triangle Securities Wealth Management | 29,110 | $1.21M | 0.34% | −4,009−12.1% | Reduced |
| First Bank & Trust | 29,157 | $1.21M | 0.25% | +8,950+44.3% | Added |
| Humankind Investments LLC | 29,170 | $1.21M | 0.32% | +1,431+5.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 29,175 | $1.21M | 0.23% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 29,180 | $1.21M | 0.89% | +1,387+5.0% | Added |
| Modera Wealth Management, LLC | 29,198 | $1.21M | 0.02% | −77,625−72.7% | Reduced |
| Silver Lake Advisory, LLC | 29,350 | $1.22M | 0.55% | +344+1.2% | Added |
| Mairs & Power Inc | 29,382 | $1.22M | 0.01% | −17,115−36.8% | Reduced |
| Foster & Motley Inc | 29,508 | $1.23M | 0.08% | −831−2.7% | Reduced |
| Cladis Investment Advisory, LLC | 29,536 | $1.23M | 0.89% | +383+1.3% | Added |
| Raleigh Capital Management Inc. | 29,775 | $1.24M | 0.53% | +3,426+13.0% | Added |
| Mount Vernon Associates Inc | 29,779 | $1.24M | 1.10% | +160+0.5% | Added |
| Hikari Power Ltd | 29,820 | $1.24M | 0.11% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 29,841 | $1.24M | 0.73% | −348−1.2% | Reduced |
| Exchange Bank | 29,845 | $1.24M | 1.05% | −972−3.2% | Reduced |
| Prio Wealth Limited Partnership | 29,973 | $1.24M | 0.04% | −856−2.8% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.25M | 0.98% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 30,000 | $1.25M | 0.51% | +30,000 | New |
| Boyar Asset Management Inc. | 30,065 | $1.25M | 0.86% | −351−1.2% | Reduced |
| Scientech Research LLC | 30,081 | $1.25M | 0.26% | +30,081 | New |
| Smith, Moore & Co. | 30,093 | $1.25M | 0.13% | −2,060−6.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,156 | $1.25M | 0.05% | −47,641−61.2% | Reduced |
| Longbow Finance SA | 30,246 | $1.26M | 0.13% | −1,659−5.2% | Reduced |
| CSS LLC | 30,300 | $1.26M | 0.09% | +16,000+111.9% | Added |
| Providence Wealth Advisors, LLC | 30,054 | $1.26M | 1.00% | +552+1.9% | Added |
| KMG Fiduciary Partners, LLC | 30,448 | $1.26M | 0.12% | +2,944+10.7% | Added |
| Arvest Investments, Inc. | 30,652 | $1.27M | 0.20% | −1,326−4.1% | Reduced |
| Keynote Financial Services LLC | 30,705 | $1.28M | 1.07% | +2,955+10.6% | Added |
| Dynamic Advisor Solutions LLC | 30,720 | $1.28M | 0.04% | −3,603−10.5% | Reduced |
| Alpha Omega Wealth Management LLC | 31,098 | $1.29M | 0.25% | −5,873−15.9% | Reduced |
| Terry L. Blaker | 31,167 | $1.29M | 0.05% | +27,010+649.7% | Added |
| Paloma Partners Management Co | 31,190 | $1.30M | 0.11% | +31,190 | New |
| Palogic Value Management, L.P. | 31,201 | $1.30M | 0.55% | +284+0.9% | Added |
| Intellectus Partners, LLC | 31,335 | $1.30M | 0.36% | −6,253−16.6% | Reduced |
| Hilltop Holdings Inc. | 31,429 | $1.31M | 0.15% | +7,794+33.0% | Added |
| Great Valley Advisor Group, Inc. | 31,499 | $1.31M | 0.04% | −61,339−66.1% | Reduced |
| Lee Danner & Bass Inc | 31,532 | $1.31M | 0.10% | +31,532 | New |
| HBK Sorce Advisory LLC | 31,544 | $1.31M | 0.05% | −1,034−3.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 31,628 | $1.31M | 0.14% | −331−1.0% | Reduced |
| Excalibur Management Corp | 31,641 | $1.31M | 0.54% | +6,199+24.4% | Added |
| Plimoth Trust Co LLC | 31,654 | $1.31M | 0.35% | −23−0.1% | Reduced |
| 1st Source Bank | 31,753 | $1.32M | 0.08% | −3,575−10.1% | Reduced |
| Institute for Wealth Management, LLC. | 31,875 | $1.32M | 0.18% | +297+0.9% | Added |
| Bridgeway Capital Management, LLC | 31,879 | $1.32M | 0.03% | +31,879 | New |
| IFP Advisors, Inc | 31,964 | $1.33M | 0.05% | +3,546+12.5% | Added |
| KG&L Capital Management,LLC | 31,875 | $1.33M | 0.46% | −1,705−5.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,049 | $1.33M | 0.06% | −843−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,097 | $1.33M | 0.07% | −19,210−37.4% | Reduced |
| FineMark National Bank & Trust | 32,241 | $1.34M | 0.05% | −9,131−22.1% | Reduced |
| Parallel Advisors, LLC | 32,283 | $1.34M | 0.03% | −273−0.8% | Reduced |
| Atlantic Union Bankshares Corp | 32,290 | $1.34M | 0.08% | −2,210−6.4% | Reduced |
| Sanders Morris Harris LLC | 32,451 | $1.35M | 0.22% | +12,807+65.2% | Added |