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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 4,834 | $200.8K | 0.04% | −1,818−27.3% | Reduced |
| Accel Wealth Management | 4,839 | $201.0K | 0.08% | −95−1.9% | Reduced |
| Fiduciary Financial Group, LLC | 4,886 | $201.3K | 0.05% | +4,886 | New |
| Bray Capital Advisors | 4,854 | $201.6K | 0.05% | −545−10.1% | Reduced |
| Slocum, Gordon & Co LLP | 4,854 | $201.6K | 0.15% | +360+8.0% | Added |
| PFG Advisors | 4,882 | $202.7K | 0.01% | −65−1.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,900 | $203.5K | 0.13% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 4,922 | $204.0K | 0.13% | +4,922 | New |
| Ironwood Investment Counsel, LLC | 4,930 | $204.8K | 0.04% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,948 | $205.5K | 0.06% | +4,948 | New |
| Piscataqua Savings Bank | 4,953 | $205.6K | 0.18% | −277−5.3% | Reduced |
| Alpha Cubed Investments, LLC | 4,957 | $205.9K | 0.01% | +624+14.4% | Added |
| Catalyst Financial Partners LLC | 4,960 | $206.0K | 0.05% | −1,621−24.6% | Reduced |
| Centric Wealth Management | 4,089 | $206.3K | 0.06% | +4,089 | New |
| Madison Asset Management, LLC | 4,972 | $206.5K | 0.00% | −428,994−98.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,977 | $207.0K | 0.07% | −1,700−25.5% | Reduced |
| Linscomb & Williams, Inc. | 4,987 | $207.1K | 0.01% | −642−11.4% | Reduced |
| Chesley Taft & Associates LLC | 4,998 | $207.6K | 0.01% | +212+4.4% | Added |
| Harbor Advisors LLC | 5,000 | $207.7K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 5,000 | $207.7K | 0.53% | +792+18.8% | Added |
| Bright Futures Wealth Management, LLC. | 4,263 | $207.9K | 0.11% | +4,263 | New |
| Harvey Investment Co LLC | 5,005 | $208.0K | 0.02% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,017 | $208.3K | 0.01% | +5,017 | New |
| Geller Advisors LLC | 5,018 | $208.4K | 0.02% | −4,658−48.1% | Reduced |
| Northwest Bancshares, Inc. | 5,050 | $209.7K | 0.04% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,051 | $209.8K | 0.06% | +11+0.2% | Added |
| Bedel Financial Consulting, Inc. | 5,053 | $209.8K | 0.03% | −828−14.1% | Reduced |
| Portland Global Advisors LLC | 5,054 | $209.9K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 5,057 | $210.0K | 0.15% | −303−5.7% | Reduced |
| Ferguson Shapiro LLC | 5,073 | $210.7K | 0.08% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,090 | $211.4K | 0.02% | −5,785−53.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,094 | $211.6K | 0.05% | −10,909−68.2% | Reduced |
| Sunpointe, LLC | 5,111 | $212.3K | 0.14% | +953+22.9% | Added |
| Wealth Advisors of Iowa, LLC | 5,112 | $212.3K | 0.12% | −1,200−19.0% | Reduced |
| Tranquilli Financial Advisor LLC | 5,156 | $212.9K | 0.14% | −6−0.1% | Reduced |
| Aspire Private Capital, LLC | 5,130 | $213.1K | 0.05% | −9,207−64.2% | Reduced |
| Genesee Capital Advisors, LLC | 5,134 | $213.2K | 0.10% | +7+0.1% | Added |
| Pure Financial Advisors, Inc. | 5,137 | $213.3K | 0.01% | −176−3.3% | Reduced |
| Peddock Capital Advisors, LLC | 5,146 | $213.7K | 0.06% | −561−9.8% | Reduced |
| Kidder Stephen W | 5,150 | $213.9K | 0.07% | −50−1.0% | Reduced |
| Lokken Investment Group LLC | 5,178 | $215.0K | 0.10% | +134+2.7% | Added |
| Pacitti Group Inc. | 5,183 | $215.2K | 0.11% | +3+0.1% | Added |
| Security National Bank of Sioux City Iowa | 5,194 | $215.7K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 5,211 | $216.4K | 0.04% | +3,285+170.6% | Added |
| Capital Investment Counsel, Inc | 5,224 | $217.0K | 0.03% | +68+1.3% | Added |
| Crestwood Advisors Group LLC | 5,245 | $217.8K | 0.00% | −4,956−48.6% | Reduced |
| Satovsky Asset Management LLC | 5,249 | $218.0K | 0.05% | +69+1.3% | Added |
| Greenwood Capital Associates LLC | 5,281 | $219.3K | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 5,300 | $220.1K | 0.06% | −800−13.1% | Reduced |
| V2 Financial group LLC | 4,500 | $220.4K | 0.15% | +4,500 | New |
| Onefund, LLC | 5,317 | $220.8K | 0.24% | +80+1.5% | Added |
| Little House Capital LLC | 5,341 | $221.8K | 0.07% | −12,930−70.8% | Reduced |
| Blueshift Asset Management, LLC | 5,345 | $222.0K | 0.07% | +5,345 | New |
| FDx Advisors, Inc. | 5,346 | $222.0K | 0.06% | −147−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,389 | $223.8K | 0.03% | +447+9.0% | Added |
| Gradient Investments LLC | 5,393 | $224.0K | 0.01% | +449+9.1% | Added |
| Atalanta Sosnoff Capital, LLC | 5,407 | $224.6K | 0.01% | −210−3.7% | Reduced |
| Adell Harriman & Carpenter Inc | 5,410 | $224.7K | 0.02% | −458−7.8% | Reduced |
| Hudock, Inc. | 5,411 | $224.8K | 0.04% | +7+0.1% | Added |
| Parkside Advisors LLC | 5,415 | $224.9K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,416 | $224.9K | 0.02% | −1,501−21.7% | Reduced |
| Sheets Smith Wealth Management | 5,427 | $225.4K | 0.03% | −35,474−86.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 5,461 | $226.8K | 0.02% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 5,462 | $226.8K | 0.03% | −9,934−64.5% | Reduced |
| Capital Advisors, Ltd. LLC | 5,467 | $227.0K | 0.03% | +72+1.3% | Added |
| Meritage Portfolio Management | 5,482 | $228.0K | 0.01% | −46−0.8% | Reduced |
| Colonial Trust Advisors | 5,494 | $228.2K | 0.02% | +31+0.6% | Added |
| Concord Wealth Partners | 5,498 | $228.3K | 0.04% | −1,301−19.1% | Reduced |
| Alta Advisers Ltd | 5,500 | $228.4K | 0.11% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,515 | $229.0K | 0.11% | +10.0% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $229.5K | 0.11% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,529 | $229.6K | 0.08% | −23,443−80.9% | Reduced |
| Wedgewood Investors Inc | 5,532 | $229.7K | 0.27% | +5,532 | New |
| M&R Capital Management Inc | 5,546 | $230.3K | 0.05% | −89−1.6% | Reduced |
| Peoples Bank | 5,546 | $230.3K | 0.12% | −750−11.9% | Reduced |
| First Affirmative Financial Network | 5,548 | $230.4K | 0.16% | +830+17.6% | Added |
| Eastern Bank | 5,555 | $230.7K | 0.01% | −400−6.7% | Reduced |
| Silverlake Wealth Management LLC | 5,558 | $230.8K | 0.09% | +3+0.1% | Added |
| Wealth Group, Ltd. | 5,560 | $231.0K | 0.17% | −633−10.2% | Reduced |
| Aprio Wealth Management, LLC | 5,569 | $231.3K | 0.04% | −232−4.0% | Reduced |
| Wealth Advisory Solutions, LLC | 5,574 | $231.5K | 0.06% | +5,574 | New |
| SP Asset Management LLC | 5,579 | $231.7K | 0.02% | +63+1.1% | Added |
| IVC Wealth Advisors LLC | 5,580 | $231.7K | 0.13% | +5,580 | New |
| Roof Eidam & Maycock | 5,600 | $232.6K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,606 | $232.8K | 0.10% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,607 | $232.9K | 0.04% | −13,205−70.2% | Reduced |
| Matrix Asset Advisors Inc | 5,604 | $233.0K | 0.03% | +55+1.0% | Added |
| Measured Wealth Private Client Group, LLC | 5,636 | $234.1K | 0.08% | −700−11.0% | Reduced |
| Northstar Group, Inc. | 5,638 | $234.1K | 0.04% | +167+3.1% | Added |
| Millennium Capital Advisors, LLC | 5,642 | $234.3K | 0.16% | −747−11.7% | Reduced |
| Vantage Consulting Group Inc | 5,655 | $234.9K | 0.17% | +1,236+28.0% | Added |
| First Foundation Advisors | 5,656 | $234.9K | 0.01% | +2,386+73.0% | Added |
| Nepsis, Inc. | 5,690 | $236.3K | 0.06% | −230,591−97.6% | Reduced |
| Tradition Wealth Management, LLC | 5,690 | $236.3K | 0.02% | −923−14.0% | Reduced |
| FLC Capital Advisors | 5,695 | $236.5K | 0.06% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 5,698 | $236.6K | 0.06% | −400−6.6% | Reduced |
| JB Capital LLC | 5,700 | $236.7K | 0.01% | −40−0.7% | Reduced |
| WPWealth LLP | 5,701 | $236.8K | 0.06% | −222−3.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,707 | $237.0K | 0.08% | +672+13.3% | Added |
| Castleview Partners, LLC | 5,711 | $237.2K | 0.13% | +2,030+55.1% | Added |