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, 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| BDF-Gestion | 40,742 | $1.69M | 0.16% | +40,742 | New |
| Stokes Family Office, LLC | 40,869 | $1.70M | 0.20% | −356−0.9% | Reduced |
| Quest Partners LLC | 40,878 | $1.70M | 0.23% | +40,742+29,957.4% | Added |
| Summit X, LLC | 41,003 | $1.70M | 0.38% | +3,365+8.9% | Added |
| Clarkston Capital Partners, LLC | 41,000 | $1.70M | 0.03% | 00.0% | Unchanged |
| Edmp, Inc. | 41,190 | $1.71M | 1.55% | −2,143−4.9% | Reduced |
| Flagship Harbor Advisors, LLC | 41,209 | $1.71M | 0.10% | +7,052+20.6% | Added |
| Fred Alger Management, LLC | 41,496 | $1.72M | 0.01% | +3,726+9.9% | Added |
| Petredis Investment Advisors LLC | 41,673 | $1.73M | 0.19% | −567−1.3% | Reduced |
| Profund Advisors LLC | 41,794 | $1.74M | 0.06% | −648−1.5% | Reduced |
| Northeast Financial Consultants Inc | 41,805 | $1.74M | 0.08% | −3,575−7.9% | Reduced |
| Frank, Rimerman Advisors LLC | 41,819 | $1.74M | 0.12% | +41,707+37,238.4% | Added |
| Charter Research & Investment Group, Inc. | 41,873 | $1.74M | 1.37% | −735−1.7% | Reduced |
| Commonwealth Retirement Investments LLC | 41,946 | $1.74M | 0.80% | +41,946 | New |
| Barbara Oil Co. | 42,000 | $1.74M | 0.76% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 42,052 | $1.75M | 0.28% | −193−0.5% | Reduced |
| Trust Co of Vermont | 42,110 | $1.75M | 0.10% | −8,803−17.3% | Reduced |
| Pettee Investors, Inc. | 42,123 | $1.75M | 0.84% | −26,352−38.5% | Reduced |
| iA Global Asset Management Inc. | 42,357 | $1.76M | 0.03% | −72,216−63.0% | Reduced |
| Atom Investors LP | 42,400 | $1.76M | 0.18% | +36,849+663.8% | Added |
| Choate Investment Advisors | 42,406 | $1.76M | 0.05% | −2,657−5.9% | Reduced |
| Carlson Capital L P | 42,500 | $1.77M | 0.28% | +27,500+183.3% | Added |
| Boyd Watterson Asset Management LLC | 42,570 | $1.77M | 0.50% | −155−0.4% | Reduced |
| AIA Group Ltd | 42,681 | $1.77M | 0.05% | −45,087−51.4% | Reduced |
| Virtus Family Office LLC | 42,709 | $1.77M | 2.42% | +42,709 | New |
| Kingswood Wealth Advisors, LLC | 42,764 | $1.78M | 0.16% | −2,983−6.5% | Reduced |
| Bangor Savings Bank | 42,893 | $1.78M | 0.18% | −4,697−9.9% | Reduced |
| Rothschild Investment LLC | 42,904 | $1.78M | 0.12% | −17,317−28.8% | Reduced |
| Zuckerman Investment Group, LLC | 43,140 | $1.79M | 0.21% | +30,000+228.3% | Added |
| International Assets Investment Management, LLC | 43,171 | $1.79M | 0.17% | +2,242+5.5% | Added |
| LMG Wealth Partners, LLC | 43,298 | $1.80M | 0.45% | +3,950+10.0% | Added |
| Leelyn Smith, LLC | 43,507 | $1.81M | 0.35% | +4,982+12.9% | Added |
| Wintrust Investments LLC | 43,785 | $1.82M | 0.15% | +4,133+10.4% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $1.82M | 0.23% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 43,919 | $1.82M | 0.30% | +8,784+25.0% | Added |
| Courier Capital LLC | 44,020 | $1.83M | 0.15% | −610−1.4% | Reduced |
| Independent Advisor Alliance | 44,065 | $1.83M | 0.06% | −2,876−6.1% | Reduced |
| Kerusso Capital Management LLC | 44,248 | $1.84M | 1.33% | +44,248 | New |
| Simmons Bank | 44,267 | $1.84M | 0.14% | −1,225−2.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 44,322 | $1.84M | 0.14% | +827+1.9% | Added |
| Park Avenue Securities LLC | 44,443 | $1.85M | 0.02% | −8,068−15.4% | Reduced |
| Bahl & Gaynor Inc | 44,454 | $1.85M | 0.01% | −114−0.3% | Reduced |
| Wealth Alliance | 44,503 | $1.85M | 0.24% | +5,390+13.8% | Added |
| Wealthcare Advisory Partners LLC | 44,556 | $1.85M | 0.06% | +6,015+15.6% | Added |
| Slagle Financial, LLC | 44,642 | $1.85M | 0.95% | +3,612+8.8% | Added |
| Lighthouse Investment Partners, LLC | 44,726 | $1.86M | 0.10% | −64,343−59.0% | Reduced |
| CAPROCK Group, Inc. | 44,767 | $1.86M | 0.08% | +16,069+56.0% | Added |
| Janney Capital Management LLC | 44,831 | $1.86M | 0.13% | −2,742−5.8% | Reduced |
| Jones Financial Companies LLLP | 45,010 | $1.87M | 0.00% | +23,843+112.6% | Added |
| Horizon Kinetics Asset Management LLC | 45,018 | $1.87M | 0.03% | +1,530+3.5% | Added |
| Birmingham Capital Management Co Inc | 45,141 | $1.87M | 0.73% | +1,416+3.2% | Added |
| Investment Management Corp of Ontario | 45,167 | $1.88M | 0.05% | −115,871−72.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 45,206 | $1.88M | 0.03% | +10,209+29.2% | Added |
| Canandaigua National Bank & Trust Co | 45,234 | $1.88M | 0.20% | −7,048−13.5% | Reduced |
| 3Chopt Investment Partners, LLC | 45,339 | $1.88M | 0.57% | +7,465+19.7% | Added |
| Investment House LLC | 45,395 | $1.89M | 0.11% | +12,825+39.4% | Added |
| New England Asset Management Inc | 45,441 | $1.89M | 0.31% | −1,235−2.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 45,732 | $1.90M | 0.66% | −1,915−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,167 | $1.92M | 0.11% | +46,167 | New |
| Mirador Capital Partners LP | 46,415 | $1.93M | 0.36% | +931+2.0% | Added |
| Buckingham Strategic Wealth, LLC | 46,466 | $1.93M | 0.02% | −3,009−6.1% | Reduced |
| Sigma Planning Corp | 46,560 | $1.93M | 0.06% | −7,996−14.7% | Reduced |
| Kendall Capital Management | 46,942 | $1.95M | 0.65% | −1,542−3.2% | Reduced |
| SS&H Financial Advisors, Inc. | 47,125 | $1.96M | 0.76% | −1,000−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 47,132 | $1.96M | 0.07% | −9,454−16.7% | Reduced |
| Capital Asset Advisory Services LLC | 48,025 | $1.96M | 0.11% | +9,216+23.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 47,414 | $1.97M | 0.20% | −11,913−20.1% | Reduced |
| Neville Rodie & Shaw Inc | 47,489 | $1.97M | 0.15% | −52,032−52.3% | Reduced |
| First Hawaiian Bank | 47,572 | $1.98M | 0.07% | −15,459−24.5% | Reduced |
| Arkadios Wealth Advisors | 47,731 | $1.98M | 0.13% | +10,110+26.9% | Added |
| Camden Capital, LLC | 47,775 | $1.98M | 0.16% | +4,841+11.3% | Added |
| Jamison Private Wealth Management, Inc. | 48,181 | $2.00M | 0.33% | −1,199−2.4% | Reduced |
| Duncker Streett & Co Inc | 48,268 | $2.00M | 0.39% | −3,895−7.5% | Reduced |
| Summit Trail Advisors, LLC | 48,579 | $2.02M | 0.05% | +32,236+197.2% | Added |
| Empowered Funds, LLC | 48,823 | $2.03M | 0.04% | −159,613−76.6% | Reduced |
| Savant Capital, LLC | 48,937 | $2.03M | 0.02% | −27,188−35.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 48,999 | $2.03M | 0.10% | +1,802+3.8% | Added |
| Berkeley Capital Partners, LLC | 49,369 | $2.05M | 0.62% | +8,626+21.2% | Added |
| Resources Investment Advisors, LLC. | 49,696 | $2.06M | 0.03% | +13,015+35.5% | Added |
| Pitcairn Co | 49,989 | $2.08M | 0.13% | +1,739+3.6% | Added |
| Mill Capital Management, LLC | 50,038 | $2.08M | 0.17% | −1,495−2.9% | Reduced |
| Bard Financial Services, Inc. | 50,640 | $2.10M | 0.22% | −6,625−11.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 50,808 | $2.11M | 0.05% | +1,882+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,080 | $2.12M | 0.09% | +33,469+190.0% | Added |
| Concentric Wealth Management, LLC | 51,090 | $2.12M | 0.55% | +3,133+6.5% | Added |
| Toth Financial Advisory Corp | 51,258 | $2.13M | 0.27% | −5,446−9.6% | Reduced |
| Resonant Capital Advisors, LLC | 51,280 | $2.13M | 0.17% | +2,189+4.5% | Added |
| Sapient Capital LLC | 51,531 | $2.14M | 0.04% | −708−1.4% | Reduced |
| Fulton Bank, N.A. | 51,777 | $2.15M | 0.09% | −14,862−22.3% | Reduced |
| Axq Capital, LP | 51,983 | $2.16M | 0.50% | +51,983 | New |
| Providence Capital Advisors, LLC | 51,983 | $2.16M | 0.47% | +797+1.6% | Added |
| SevenBridge Financial Group, LLC | 45,898 | $2.17M | 0.48% | −1,626−3.4% | Reduced |
| Prospera Financial Services Inc | 52,339 | $2.17M | 0.06% | +11,692+28.8% | Added |
| BigSur Wealth Management LLC | 52,930 | $2.20M | 0.67% | +30+0.1% | Added |
| Townsend & Associates, Inc | 43,598 | $2.20M | 0.24% | +472+1.1% | Added |
| Glass Wealth Management Co LLC | 53,223 | $2.21M | 1.29% | −6,560−11.0% | Reduced |
| AIMZ Investment Advisors, LLC | 53,419 | $2.22M | 0.80% | +799+1.5% | Added |
| Shelter Mutual Insurance Co | 53,800 | $2.23M | 0.58% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 53,938 | $2.24M | 1.08% | +3,931+7.9% | Added |
| Sippican Capital Advisors | 54,012 | $2.24M | 1.78% | +11,865+28.2% | Added |