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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 1,558 | $64.7K | 0.03% | −900−36.6% | Reduced |
| Timber Creek Capital Management LLC | 1,575 | $65.4K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 1,578 | $65.5K | 0.02% | +1,578 | New |
| Central Bank & Trust Co | 1,589 | $66.0K | 0.01% | −4,983−75.8% | Reduced |
| Salomon & Ludwin, LLC | 1,594 | $66.2K | 0.01% | −936−37.0% | Reduced |
| Godsey & Gibb Associates | 1,634 | $67.8K | 0.01% | +1,509+1,207.2% | Added |
| Opal Wealth Advisors, LLC | 1,657 | $68.8K | 0.02% | +1,657 | New |
| Center for Financial Planning, Inc. | 1,708 | $70.9K | 0.01% | −49−2.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,323 | $72.0K | 0.02% | +1,323 | New |
| First Command Advisory Services, Inc. | 1,742 | $72.3K | 0.00% | −288−14.2% | Reduced |
| Carolinas Wealth Consulting LLC | 1,754 | $72.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,841 | $76.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,840 | $76.4K | 0.02% | −461−20.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,418 | $76.9K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,856 | $77.1K | 0.02% | +900+94.1% | Added |
| Tanglewood Legacy Advisors, LLC | 1,868 | $77.6K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,875 | $77.9K | 0.03% | −35−1.8% | Reduced |
| Baldwin Brothers Inc | 1,884 | $78.2K | 0.01% | −7,410−79.7% | Reduced |
| Sound Income Strategies, LLC | 1,885 | $78.3K | 0.00% | +255+15.6% | Added |
| Cranbrook Wealth Management, LLC | 1,909 | $79.3K | 0.02% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,909 | $79.3K | 0.04% | +1,909 | New |
| Ramirez Asset Management, Inc. | 1,916 | $79.6K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,983 | $82.3K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,024 | $84.1K | 0.04% | −46−2.2% | Reduced |
| Y.D. More Investments Ltd | 2,027 | $84.2K | 0.01% | +2,027 | New |
| Heritage Wealth Advisors | 2,070 | $86.0K | 0.00% | −408−16.5% | Reduced |
| Creative Capital Management Investments LLC | 2,088 | $86.7K | 0.04% | +638+44.0% | Added |
| Lynx Investment Advisory | 2,105 | $87.4K | 0.06% | +2,105 | New |
| Plante Moran Financial Advisors, LLC | 2,134 | $88.6K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,139 | $88.8K | 0.02% | +2,139 | New |
| Gen-Wealth Partners Inc | 2,161 | $89.7K | 0.04% | −1,121−34.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,227 | $92.5K | 0.03% | +2,175+4,182.7% | Added |
| Horizon Bancorp Inc | 2,237 | $93.0K | 0.04% | +350+18.5% | Added |
| Rise Advisors, LLC | 2,266 | $94.1K | 0.05% | +341+17.7% | Added |
| Optiver Holding B.V. | 2,283 | $94.8K | 0.00% | +2,283 | New |
| Tyler-Stone Wealth Management | 2,287 | $95.0K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 2,383 | $99.0K | 0.05% | +843+54.7% | Added |
| AllSquare Wealth Management LLC | 2,400 | $99.7K | 0.06% | −2,646−52.4% | Reduced |
| Fairscale Capital, LLC | 2,422 | $99.8K | 0.09% | +2,422 | New |
| Advantage Trust Co | 2,475 | $102.8K | 0.07% | −27−1.1% | Reduced |
| Blume Capital Management, Inc. | 2,475 | $102.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,500 | $104.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,569 | $106.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,576 | $107.0K | 0.03% | −750−22.5% | Reduced |
| TFC Financial Management | 2,623 | $109.0K | 0.02% | −27−1.0% | Reduced |
| LRI Investments, LLC | 2,642 | $109.7K | 0.01% | −257−8.9% | Reduced |
| Beacon Capital Management, LLC | 2,644 | $109.8K | 0.02% | −46−1.7% | Reduced |
| TD Capital Management LLC | 2,645 | $109.8K | 0.01% | +3+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,657 | $110.4K | 0.02% | −14−0.5% | Reduced |
| Tower View Investment Management & Research LLC | 2,674 | $111.0K | 0.06% | −217−7.5% | Reduced |
| Institutional & Family Asset Management, LLC | 2,702 | $112.2K | 0.02% | +1,014+60.1% | Added |
| Pacific Center for Financial Services | 2,757 | $114.5K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,791 | $115.9K | 0.10% | −694−19.9% | Reduced |
| Stephens Consulting, LLC | 2,796 | $116.1K | 0.03% | 00.0% | Unchanged |
| American National Bank | 2,800 | $116.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,812 | $116.8K | 0.04% | −4,425−61.1% | Reduced |
| West Branch Capital LLC | 2,850 | $118.4K | 0.04% | +600+26.7% | Added |
| Register Financial Advisors LLC | 2,870 | $119.2K | 0.06% | −1,918−40.1% | Reduced |
| Princeton Global Asset Management LLC | 2,908 | $120.8K | 0.03% | −1,217−29.5% | Reduced |
| MV Capital Management, Inc. | 2,930 | $121.7K | 0.01% | +941+47.3% | Added |
| Quent Capital, LLC | 2,948 | $122.4K | 0.01% | −1,023−25.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,969 | $123.3K | 0.07% | −100−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 3,018 | $125.3K | 0.02% | +1,052+53.5% | Added |
| JFS Wealth Advisors, LLC | 3,104 | $128.9K | 0.01% | −1,353−30.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,194 | $132.6K | 0.05% | +200+6.7% | Added |
| BOK Financial Private Wealth, Inc. | 3,261 | $135.4K | 0.01% | −146−4.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,271 | $135.8K | 0.05% | +170+5.5% | Added |
| Planning Capital Management Corp | 3,313 | $137.6K | 0.10% | 00.0% | Unchanged |
| Clean Yield Group | 3,339 | $138.7K | 0.05% | −841−20.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,392 | $141.0K | 0.06% | +292+9.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,396 | $141.0K | 0.06% | +100+3.0% | Added |
| Hendershot Investments Inc. | 3,419 | $142.0K | 0.02% | −539−13.6% | Reduced |
| West Oak Capital, LLC | 3,440 | $142.9K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,457 | $143.5K | 0.03% | −539−13.5% | Reduced |
| Bogart Wealth, LLC | 3,508 | $145.7K | 0.01% | −110,402−96.9% | Reduced |
| Avion Wealth | 3,525 | $146.0K | 0.04% | −24−0.7% | Reduced |
| Osterweis Capital Management Inc | 3,531 | $146.6K | 0.01% | −1,208−25.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,568 | $148.2K | 0.01% | −103,500−96.7% | Reduced |
| Private Ocean, LLC | 3,575 | $148.5K | 0.01% | −147−3.9% | Reduced |
| WR Wealth Planners, LLC | 3,583 | $148.8K | 0.05% | −260−6.8% | Reduced |
| William B. Walkup & Associates, Inc. | 3,636 | $151.0K | 0.10% | +3,636 | New |
| Blue Chip Partners, Inc. | 3,648 | $151.5K | 0.01% | −768−17.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,692 | $153.4K | 0.05% | +3,692 | New |
| Atlantic Trust, LLC | 3,695 | $153.4K | 0.04% | +14+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,725 | $154.7K | 0.01% | −1,651−30.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,891 | $161.6K | 0.02% | +2,910+296.6% | Added |
| Bullock Wealth Management Group | 3,989 | $164.8K | 0.11% | +37+0.9% | Added |
| Wolverine Asset Management LLC | 4,024 | $167.1K | 0.00% | +4,024 | New |
| S.A. Mason LLC | 4,084 | $169.6K | 0.10% | +20.0% | Added |
| Addison Advisors LLC | 4,298 | $178.5K | 0.06% | +281+7.0% | Added |
| Kempen Capital Management N.V. | 4,432 | $184.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,455 | $185.0K | 0.00% | +1,671+60.0% | Added |
| Mechanics Financial Corp | 4,500 | $186.9K | 0.10% | 00.0% | Unchanged |
| Riverview Trust Co | 4,636 | $192.5K | 0.18% | +1,388+42.7% | Added |
| SOA Wealth Advisors, LLC. | 4,662 | $193.6K | 0.04% | +759+19.4% | Added |
| SYSTM Wealth Solutions LLC | 4,756 | $197.5K | 0.04% | −61,433−92.8% | Reduced |
| Atlas Capital Advisors LLC | 4,800 | $199.3K | 0.03% | +1,410+41.6% | Added |
| PDS Planning, Inc | 4,815 | $200.0K | 0.02% | −2,488−34.1% | Reduced |
| Vicus Capital | 4,817 | $200.1K | 0.02% | +944+24.4% | Added |
| Novare Capital Management LLC | 4,825 | $200.4K | 0.02% | −1,005−17.2% | Reduced |