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 |
|---|---|---|---|---|---|
| Bonness Enterprises Inc | 54,300 | $2.26M | 0.83% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 54,364 | $2.26M | 0.12% | −6,088−10.1% | Reduced |
| Rodgers Brothers Inc. | 54,371 | $2.26M | 0.31% | +11,903+28.0% | Added |
| SFE Investment Counsel | 54,556 | $2.27M | 0.50% | −5,535−9.2% | Reduced |
| Inlet Private Wealth, LLC | 54,891 | $2.28M | 0.62% | −750−1.3% | Reduced |
| LGT Group Foundation | 55,008 | $2.28M | 0.04% | −60,907−52.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,025 | $2.29M | 0.48% | −950−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 55,336 | $2.30M | 0.08% | +338+0.6% | Added |
| Sage Capital Advisors,llc | 55,407 | $2.30M | 0.66% | −2,406−4.2% | Reduced |
| Poehling Capital Management, LLC | 55,680 | $2.31M | 0.63% | −33,890−37.8% | Reduced |
| Carret Asset Management, LLC | 55,747 | $2.32M | 0.27% | −870−1.5% | Reduced |
| Capital International Sarl | 56,137 | $2.33M | 0.07% | −336,680−85.7% | Reduced |
| Dakota Wealth Management | 56,165 | $2.33M | 0.06% | +9,748+21.0% | Added |
| IHT Wealth Management, LLC | 56,179 | $2.34M | 0.09% | +2,957+5.6% | Added |
| Wolverine Trading, LLC | 56,462 | $2.34M | 0.04% | −40,888−42.0% | Reduced |
| Employees Retirement System of Texas | 56,602 | $2.35M | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 56,787 | $2.36M | 0.51% | +15,036+36.0% | Added |
| Resources Management Corp | 56,822 | $2.36M | 0.34% | −2,260−3.8% | Reduced |
| Assenagon Asset Management S.A. | 56,946 | $2.36M | 0.01% | −43,876−43.5% | Reduced |
| PFG Investments, LLC | 56,995 | $2.37M | 0.17% | −16,080−22.0% | Reduced |
| Lipe & Dalton | 57,151 | $2.37M | 1.28% | −1,530−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 57,284 | $2.38M | 0.05% | −2,346−3.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 57,442 | $2.39M | 0.08% | +33,586+140.8% | Added |
| Trustmark National Bank Trust Department | 57,591 | $2.39M | 0.19% | −8,511−12.9% | Reduced |
| First Interstate Bank | 57,625 | $2.39M | 0.16% | −1,977−3.3% | Reduced |
| Clark Estates Inc | 57,700 | $2.40M | 0.45% | −2,200−3.7% | Reduced |
| Royal Fund Management, LLC | 57,408 | $2.40M | 0.32% | −5,848−9.2% | Reduced |
| Roanoke Asset Management Corp | 58,464 | $2.43M | 0.80% | −775−1.3% | Reduced |
| Cornercap Investment Counsel Inc | 58,464 | $2.43M | 0.40% | −3,364−5.4% | Reduced |
| EagleClaw Capital Managment, LLC | 58,668 | $2.44M | 0.44% | −700−1.2% | Reduced |
| Scott & Selber, Inc. | 58,706 | $2.44M | 0.78% | −24,551−29.5% | Reduced |
| Vaughan David Investments LLC | 59,578 | $2.47M | 0.06% | −530,950−89.9% | Reduced |
| Ar Asset Management Inc | 59,774 | $2.48M | 0.60% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $2.48M | 0.02% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 60,000 | $2.49M | 1.59% | 00.0% | Unchanged |
| American Financial Group Inc | 60,000 | $2.49M | 1.07% | 00.0% | Unchanged |
| Woodstock Corp | 60,022 | $2.49M | 0.25% | −19,168−24.2% | Reduced |
| Wedbush Securities Inc | 60,114 | $2.50M | 0.09% | +1,424+2.4% | Added |
| Keene & Associates, Inc. | 60,313 | $2.50M | 2.04% | +1,249+2.1% | Added |
| Twin Capital Management Inc | 60,769 | $2.52M | 0.30% | −18,087−22.9% | Reduced |
| Sowell Financial Services LLC | 60,920 | $2.53M | 0.12% | +2,684+4.6% | Added |
| Guyasuta Investment Advisors Inc | 49,450 | $2.54M | 0.19% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 61,121 | $2.54M | 0.03% | +3,994+7.0% | Added |
| Ieq Capital, LLC | 61,527 | $2.56M | 0.03% | −8,957−12.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 61,564 | $2.56M | 0.26% | +7,149+13.1% | Added |
| Diversified Trust Co | 61,723 | $2.56M | 0.07% | −9,743−13.6% | Reduced |
| WBI Investments | 61,844 | $2.57M | 0.62% | +9,801+18.8% | Added |
| Allworth Financial LP | 60,937 | $2.60M | 0.02% | +23,405+62.4% | Added |
| Quintet Private Bank (Europe) S.A. | 55,088 | $2.62M | 0.15% | −318,437−85.3% | Reduced |
| Summit Global Investments | 63,194 | $2.62M | 0.18% | +33,359+111.8% | Added |
| Congress Wealth Management LLC | 63,618 | $2.64M | 0.04% | +51,698+433.7% | Added |
| Argyle Capital Management Inc. | 64,067 | $2.66M | 1.09% | −1,385−2.1% | Reduced |
| Quilter Plc | 64,296 | $2.67M | 0.06% | −328−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,510 | $2.68M | 0.07% | −56−0.1% | Reduced |
| Mechanics Bank Trust Department | 64,844 | $2.69M | 0.39% | −4,887−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 65,382 | $2.72M | 0.18% | −1,767−2.6% | Reduced |
| Trilogy Capital Inc. | 65,703 | $2.73M | 0.15% | +5,219+8.6% | Added |
| Teza Capital Management LLC | 66,067 | $2.74M | 0.34% | +66,067 | New |
| Highland Capital Management, LLC | 66,145 | $2.75M | 0.16% | −5,544−7.7% | Reduced |
| First National Trust Co | 66,282 | $2.75M | 0.11% | −27,057−29.0% | Reduced |
| Haverford Trust Co | 66,847 | $2.78M | 0.03% | −4,869−6.8% | Reduced |
| Adviser Investments LLC | 66,927 | $2.78M | 0.04% | −90−0.1% | Reduced |
| Jacobi Capital Management LLC | 68,054 | $2.83M | 0.25% | +6,301+10.2% | Added |
| Versant Capital Management, Inc | 68,612 | $2.85M | 0.72% | +176+0.3% | Added |
| Essex Financial Services, Inc. | 61,211 | $2.87M | 0.21% | +29,599+93.6% | Added |
| Next Level Private LLC | 69,106 | $2.87M | 1.31% | +10,183+17.3% | Added |
| Geneos Wealth Management Inc. | 69,182 | $2.87M | 0.13% | −12,565−15.4% | Reduced |
| Thornburg Investment Management Inc | 69,190 | $2.87M | 0.04% | +69,190 | New |
| Wesleyan Assurance Society | 69,303 | $2.88M | 0.25% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 69,400 | $2.88M | 0.10% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 69,438 | $2.88M | 0.67% | +45,884+194.8% | Added |
| Siemens Fonds Invest GmbH | 69,501 | $2.89M | 0.22% | +676+1.0% | Added |
| La Banque Postale Asset Management SA | 69,889 | $2.90M | 0.12% | +16,383+30.6% | Added |
| Hallmark Capital Management Inc | 70,165 | $2.91M | 0.23% | −2,176−3.0% | Reduced |
| Foundations Investment Advisors, LLC | 70,239 | $2.92M | 0.07% | +9,934+16.5% | Added |
| HighPoint Advisor Group LLC | 59,523 | $2.92M | 0.17% | +7,348+14.1% | Added |
| Signature Wealth Management Group | 70,703 | $2.94M | 1.29% | +70,703 | New |
| Apollon Wealth Management, LLC | 70,764 | $2.94M | 0.09% | −9,872−12.2% | Reduced |
| Davy Global Fund Management Ltd | 71,200 | $2.96M | 0.34% | 00.0% | Unchanged |
| Empirical Finance, LLC | 71,310 | $2.96M | 0.19% | −5,932−7.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 71,762 | $2.98M | 1.39% | +4,280+6.3% | Added |
| Benedict Financial Advisors Inc | 71,936 | $2.99M | 0.76% | −3,345−4.4% | Reduced |
| Norinchukin Bank, The | 72,739 | $3.02M | 0.09% | +1,378+1.9% | Added |
| CX Institutional | 72,919 | $3.03M | 0.14% | +9,892+15.7% | Added |
| London Co of Virginia | 73,092 | $3.04M | 0.02% | −10,948−13.0% | Reduced |
| Vestcor Inc | 73,110 | $3.04M | 0.10% | −88,395−54.7% | Reduced |
| TD Private Client Wealth LLC | 73,305 | $3.04M | 0.10% | +9,288+14.5% | Added |
| Verdence Capital Advisors LLC | 73,836 | $3.07M | 0.27% | +12,599+20.6% | Added |
| Graham Capital Management, L.P. | 74,315 | $3.09M | 0.11% | +56,676+321.3% | Added |
| Argent Trust Co | 74,323 | $3.09M | 0.14% | −27,780−27.2% | Reduced |
| Inspire Trust Co, N.A. | 74,456 | $3.09M | 1.02% | +20,315+37.5% | Added |
| Thor Investment Management Inc | 74,465 | $3.09M | 2.43% | +10,684+16.8% | Added |
| HB Wealth Management, LLC | 74,493 | $3.09M | 0.04% | +4,692+6.7% | Added |
| Mengis Capital Management, Inc. | 74,708 | $3.10M | 0.63% | −7,224−8.8% | Reduced |
| Edgewood Management LLC | 75,000 | $3.11M | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 76,958 | $3.20M | 0.09% | +3,404+4.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 77,276 | $3.21M | 0.03% | −1,673−2.1% | Reduced |
| Kinsale Capital Group, Inc. | 77,434 | $3.22M | 1.11% | +18,498+31.4% | Added |
| Daymark Wealth Partners, LLC | 77,811 | $3.23M | 0.15% | −1,712−2.2% | Reduced |
| Public Sector Pension Investment Board | 77,950 | $3.24M | 0.02% | +32,407+71.2% | Added |