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
- −151 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
- 321
- 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 |
|---|---|---|---|---|---|
| Clear Investment Research, LLC | 500 | $20.8K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 500 | $20.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $20.8K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 521 | $21.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 525 | $21.8K | 0.00% | −30−5.4% | Reduced |
| Guardian Wealth Management, Inc. | 528 | $21.9K | 0.02% | +6+1.1% | Added |
| Louisbourg Investments Inc. | 529 | $22.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 538 | $22.3K | 0.01% | +364+209.2% | Added |
| Bell Investment Advisors, Inc | 545 | $22.6K | 0.00% | −992−64.5% | Reduced |
| Camelot Portfolios, LLC | 560 | $23.3K | 0.01% | +560 | New |
| DecisionPoint Financial, LLC | 505 | $24.0K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 580 | $24.1K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 584 | $24.3K | 0.01% | +2+0.3% | Added |
| Provenance Wealth Advisors, LLC | 597 | $24.8K | 0.00% | −65−9.8% | Reduced |
| Ofi Invest Asset Management | 642 | $24.9K | 0.00% | +61+10.5% | Added |
| Mizuho Bank, Ltd. | 600 | $24.9K | 0.01% | +600 | New |
| Burkett Financial Services, LLC | 601 | $24.9K | 0.01% | −1,075−64.1% | Reduced |
| Hall Laurie J Trustee | 610 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 590 | $25.0K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 617 | $25.6K | 0.02% | −228−27.0% | Reduced |
| Main Street Group, LTD | 624 | $25.8K | 0.01% | −426−40.6% | Reduced |
| West Paces Advisors Inc. | 634 | $26.3K | 0.01% | −200−24.0% | Reduced |
| Mascoma Wealth Management LLC | 638 | $26.5K | 0.01% | −8−1.2% | Reduced |
| Goodman Advisory Group, LLC | 647 | $26.9K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 660 | $27.0K | 0.00% | −700−51.5% | Reduced |
| SWAN Capital LLC | 670 | $27.8K | 0.02% | +670 | New |
| Pacific Capital Wealth Advisors, Inc | 675 | $28.0K | 0.01% | −11−1.6% | Reduced |
| ZRC Wealth Management, LLC | 679 | $28.2K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 682 | $28.3K | 0.01% | +182+36.4% | Added |
| Cornerstone Planning Group LLC | 609 | $29.0K | 0.01% | −20−3.2% | Reduced |
| Creative Financial Designs Inc | 698 | $29.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 695 | $29.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 700 | $29.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 714 | $29.7K | 0.01% | −50−6.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 715 | $29.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 720 | $29.9K | 0.00% | −400−35.7% | Reduced |
| GW&K Investment Management, LLC | 723 | $30.0K | 0.00% | −181−20.0% | Reduced |
| LGT Financial Advisors LLC | 759 | $31.5K | 0.07% | +227+42.7% | Added |
| Clear Point Advisors Inc. | 790 | $32.8K | 0.03% | +1+0.1% | Added |
| Fairman Group, LLC | 819 | $34.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 830 | $34.5K | 0.01% | −22−2.6% | Reduced |
| TSFG, LLC | 853 | $35.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 850 | $35.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 867 | $36.0K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 890 | $37.0K | 0.02% | −142−13.8% | Reduced |
| Studio Investment Management LLC | 892 | $37.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 896 | $37.2K | 0.03% | −97−9.8% | Reduced |
| Accent Capital Management, LLC | 900 | $37.4K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 917 | $38.1K | 0.04% | 00.0% | Unchanged |
| Laffer Tengler Investments | 930 | $38.6K | 0.01% | −70−7.0% | Reduced |
| Pacifica Partners Inc. | 965 | $38.6K | 0.02% | −62,672−98.5% | Reduced |
| McMahon Financial Advisors, LLC | 934 | $38.8K | 0.01% | +934 | New |
| Front Row Advisors LLC | 948 | $39.4K | 0.01% | −325−25.5% | Reduced |
| 1832 Asset Management L.P. | 1,000 | $41.5K | 0.00% | −73,659−98.7% | Reduced |
| Rosenberg Matthew Hamilton | 1,011 | $41.8K | 0.01% | −1,646−61.9% | Reduced |
| Beach Investment Counsel Inc | 1,020 | $42.0K | 0.01% | +1,020 | New |
| Cherry Tree Wealth Management, LLC | 1,013 | $42.1K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 780 | $42.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,020 | $42.4K | 0.00% | +5+0.5% | Added |
| Raffa Wealth Management, LLC | 1,061 | $44.1K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,063 | $44.1K | 0.04% | +1,063 | New |
| Financial Perspectives, Inc | 1,066 | $44.3K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,074 | $44.6K | 0.02% | −297−21.7% | Reduced |
| HighMark Wealth Management LLC | 1,083 | $45.0K | 0.03% | +405+59.7% | Added |
| Continuum Advisory, LLC | 1,083 | $45.0K | 0.01% | −61,656−98.3% | Reduced |
| Cyrus J. Lawrence, LLC | 1,100 | $45.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,091 | $45.3K | 0.03% | +1,091 | New |
| Pathway Financial Advisers, LLC | 1,120 | $46.5K | 0.02% | +16+1.4% | Added |
| Essex Investment Management Co LLC | 1,120 | $46.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,123 | $46.6K | 0.02% | +1,123 | New |
| Maven Securities LTD | 67,856 | $46.8K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,134 | $47.0K | 0.03% | 00.0% | Unchanged |
| Chris Bulman Inc | 1,156 | $48.0K | 0.03% | +1,156 | New |
| MB, Levis & Associates, LLC | 1,160 | $48.2K | 0.03% | +10+0.9% | Added |
| Promethos Capital, LLC | 1,194 | $49.6K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,200 | $49.8K | 0.00% | −785−39.5% | Reduced |
| Founders Capital Management | 1,200 | $49.8K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,200 | $49.8K | 0.03% | +1,200 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $50.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $50.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,234 | $51.3K | 0.01% | +1,234 | New |
| Tradewinds Capital Management, LLC | 1,239 | $51.5K | 0.02% | +15+1.2% | Added |
| Atticus Wealth Management, LLC | 1,266 | $52.6K | 0.02% | −1,550−55.0% | Reduced |
| Evergreen Private Wealth LLC | 1,268 | $52.7K | 0.03% | −324−20.4% | Reduced |
| Tortoise Investment Management, LLC | 1,271 | $52.8K | 0.01% | −105−7.6% | Reduced |
| PrairieView Partners, LLC | 1,295 | $53.0K | 0.01% | +16+1.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $54.0K | 0.02% | −8−0.6% | Reduced |
| RFP Financial Group LLC | 1,317 | $54.7K | 0.02% | +296+29.0% | Added |
| Naples Money Management LLC | 1,338 | $55.3K | 0.05% | −37,021−96.5% | Reduced |
| Venturi Wealth Management, LLC | 1,340 | $55.7K | 0.00% | +129+10.7% | Added |
| Itau Unibanco Holding S.A. | 1,409 | $58.5K | 0.00% | +1,409 | New |
| ICA Group Wealth Management, LLC | 1,410 | $58.6K | 0.04% | −2,555−64.4% | Reduced |
| Voisard Asset Management Group, Inc. | 1,468 | $61.0K | 0.03% | +20+1.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,484 | $61.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,494 | $62.0K | 0.04% | −234−13.5% | Reduced |
| McIlrath & Eck, LLC | 1,495 | $62.1K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,501 | $62.3K | 0.03% | −150−9.1% | Reduced |
| Orion Capital Management LLC | 1,550 | $64.4K | 0.03% | −1,000−39.2% | Reduced |
| Sachetta, LLC | 1,304 | $64.4K | 0.03% | +184+16.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,556 | $64.7K | 0.04% | −60−3.7% | Reduced |