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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 5,715 | $237.3K | 0.04% | −289−4.8% | Reduced |
| Twin Lakes Capital Management, LLC | 5,738 | $238.3K | 0.16% | −1,325−18.8% | Reduced |
| Tyche Wealth Partners LLC | 5,741 | $238.4K | 0.06% | −902−13.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,742 | $238.5K | 0.04% | +4+0.1% | Added |
| Mirabella Financial Services LLP | 5,751 | $238.8K | 0.02% | −3,906−40.4% | Reduced |
| RMR Wealth Builders | 5,756 | $239.0K | 0.03% | −49−0.8% | Reduced |
| Brass Tax Wealth Management, Inc | 5,767 | $239.5K | 0.05% | +5,767 | New |
| Lyell Wealth Management, LP | 5,770 | $239.6K | 0.02% | −648−10.1% | Reduced |
| Callahan Advisors, LLC | 5,780 | $240.0K | 0.02% | +1,346+30.4% | Added |
| Westwood Holdings Group Inc. | 5,785 | $240.3K | 0.00% | −198,248−97.2% | Reduced |
| Blueprint Investment Partners LLC | 5,789 | $240.4K | 0.05% | −629−9.8% | Reduced |
| Keel Point, LLC | 4,902 | $240.5K | 0.02% | +575+13.3% | Added |
| O'Rourke & Company, Inc | 5,801 | $241.0K | 0.14% | +5,801 | New |
| Mirabaud & Cie SA | 5,820 | $241.7K | 0.08% | −2,800−32.5% | Reduced |
| WBH Advisory Inc | 5,824 | $241.9K | 0.02% | −2,969−33.8% | Reduced |
| Guardian Wealth Advisors, LLC | 5,829 | $242.1K | 0.03% | −1,209−17.2% | Reduced |
| Compass Wealth Management LLC | 5,830 | $242.1K | 0.06% | −1,832−23.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,842 | $242.6K | 0.08% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 5,843 | $242.7K | 0.18% | +5,843 | New |
| SPC Financial, Inc. | 5,849 | $242.9K | 0.02% | −1,319−18.4% | Reduced |
| Compass Ion Advisors, LLC | 4,485 | $243.2K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 5,875 | $244.0K | 0.04% | −955−14.0% | Reduced |
| Morris Retirement Advisors, LLC | 5,888 | $244.5K | 0.14% | +5,888 | New |
| Amussen Hunsaker Associates LLC | 5,896 | $244.8K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 5,898 | $245.0K | 0.00% | −8,248−58.3% | Reduced |
| JNBA Financial Advisors | 5,900 | $245.0K | 0.03% | +250+4.4% | Added |
| E&G Advisors, LP | 5,851 | $245.0K | 0.07% | +300+5.4% | Added |
| Wealth Architects, LLC | 5,918 | $245.8K | 0.03% | −459−7.2% | Reduced |
| Marex Group plc | 5,924 | $246.0K | 0.01% | +5,924 | New |
| Baker Ellis Asset Management LLC | 5,930 | $246.3K | 0.04% | −200−3.3% | Reduced |
| Sand Hill Global Advisors, LLC | 5,934 | $246.4K | 0.01% | −69−1.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,945 | $246.9K | 0.23% | 00.0% | Unchanged |
| Capital Square, LLC | 5,793 | $247.2K | 0.16% | −462−7.4% | Reduced |
| Saranac Partners Ltd | 5,962 | $247.6K | 0.15% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,980 | $248.3K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,992 | $248.8K | 0.12% | +2,491+71.2% | Added |
| Somerville Kurt F | 6,007 | $249.5K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,007 | $249.5K | 0.04% | +1,630+37.2% | Added |
| Ritter Daniher Financial Advisory LLC | 6,013 | $249.7K | 0.08% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 6,015 | $249.8K | 0.12% | −100−1.6% | Reduced |
| Bank of Stockton | 6,023 | $250.1K | 0.08% | −337−5.3% | Reduced |
| TrinityPoint Wealth, LLC | 6,028 | $250.4K | 0.04% | −743−11.0% | Reduced |
| Johnson Financial Group, Inc. | 6,036 | $250.7K | 0.01% | +2,792+86.1% | Added |
| Visionary Wealth Advisors | 6,050 | $251.3K | 0.02% | −2,401−28.4% | Reduced |
| Sterneck Capital Management, LLC | 6,062 | $251.8K | 0.14% | +305+5.3% | Added |
| Resurgent Financial Advisors LLC | 6,068 | $252.0K | 0.16% | +6,068 | New |
| Meiji Yasuda Life Insurance Co | 6,070 | $252.1K | 0.01% | −46,006−88.3% | Reduced |
| WT Wealth Management | 6,080 | $252.5K | 0.09% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,086 | $252.7K | 0.10% | +271+4.7% | Added |
| Becker Capital Management Inc | 6,087 | $252.8K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,088 | $252.8K | 0.03% | −970−13.7% | Reduced |
| Allstate Corp | 6,088 | $252.8K | 0.02% | +6,088 | New |
| Regatta Capital Group, LLC | 6,091 | $253.0K | 0.05% | −1,154−15.9% | Reduced |
| Clark Financial Services Group Inc | 6,085 | $253.0K | 0.27% | −12−0.2% | Reduced |
| Wealthquest Corp | 6,110 | $253.7K | 0.03% | −20−0.3% | Reduced |
| IFG Advisors, LLC | 6,118 | $254.1K | 0.06% | 00.0% | Unchanged |
| Willner & Heller, LLC | 6,131 | $254.6K | 0.24% | −2,912−32.2% | Reduced |
| Abacus Planning Group, Inc. | 6,146 | $255.2K | 0.05% | −4,273−41.0% | Reduced |
| MBA Advisors LLC | 6,155 | $255.6K | 0.13% | −1,854−23.1% | Reduced |
| Bridge Creek Capital Management LLC | 6,156 | $255.6K | 0.08% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 6,187 | $257.0K | 0.08% | −805−11.5% | Reduced |
| 1858 Wealth Management, LLC | 6,200 | $257.5K | 0.21% | −3,072−33.1% | Reduced |
| Laurel Wealth Advisors LLC | 6,216 | $258.2K | 0.05% | −105−1.7% | Reduced |
| Hilton Capital Management, LLC | 6,220 | $258.3K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 6,223 | $258.4K | 0.08% | +417+7.2% | Added |
| Crawford Investment Counsel Inc | 6,235 | $258.9K | 0.00% | −3,513−36.0% | Reduced |
| Ironwood Investment Management LLC | 6,239 | $259.1K | 0.14% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,246 | $259.4K | 0.07% | −279−4.3% | Reduced |
| Baader Bank INC | 6,615 | $260.2K | 0.02% | +6,615 | New |
| McLean Asset Management Corp | 6,349 | $261.1K | 0.08% | −875−12.1% | Reduced |
| Annex Advisory Services, LLC | 6,296 | $261.5K | 0.01% | −610−8.8% | Reduced |
| ERTS Wealth Advisors, LLC | 6,300 | $261.6K | 0.05% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 6,304 | $261.8K | 0.08% | +196+3.2% | Added |
| Traynor Capital Management, Inc. | 6,306 | $261.9K | 0.02% | −1,366−17.8% | Reduced |
| Clearview Wealth Advisors LLC | 6,315 | $262.3K | 0.23% | −310−4.7% | Reduced |
| Hardy Reed LLC | 6,330 | $262.9K | 0.03% | +6,330 | New |
| Covestor Ltd | 6,341 | $263.0K | 0.17% | +783+14.1% | Added |
| WMS Partners, LLC | 6,338 | $263.2K | 0.02% | +844+15.4% | Added |
| NWF Advisory Services Inc. | 6,338 | $263.2K | 0.04% | −554−8.0% | Reduced |
| New England Capital Financial Advisors LLC | 6,352 | $263.8K | 0.15% | +14+0.2% | Added |
| Cascade Investment Group, Inc. | 6,364 | $264.3K | 0.21% | +6,364 | New |
| HTLF Bank | 6,389 | $265.3K | 0.03% | −366−5.4% | Reduced |
| Apella Capital, LLC | 6,497 | $265.5K | 0.01% | +272+4.4% | Added |
| WealthPlan Investment Management, LLC | 6,420 | $266.6K | 0.04% | −300−4.5% | Reduced |
| First National Bank | 6,423 | $266.7K | 0.20% | +500+8.4% | Added |
| Verus Capital Partners, LLC | 6,445 | $267.7K | 0.03% | −1,147−15.1% | Reduced |
| Massmutual Trust Co FSB | 6,447 | $267.7K | 0.01% | +226+3.6% | Added |
| Caldwell Sutter Capital, Inc. | 6,481 | $269.1K | 0.13% | −423−6.1% | Reduced |
| Keystone Wealth Services, LLC | 6,506 | $270.2K | 0.08% | +7+0.1% | Added |
| City Center Advisors, LLC | 4,985 | $270.3K | 0.32% | 00.0% | Unchanged |
| RS Crum Inc. | 6,512 | $270.4K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,695 | $270.9K | 0.02% | +703+14.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,548 | $271.0K | 0.08% | −1,238−15.9% | Reduced |
| Brevan Howard Capital Management LP | 6,527 | $271.1K | 0.02% | +6,527 | New |
| Whalerock Point Partners, LLC | 6,532 | $271.3K | 0.07% | −5,300−44.8% | Reduced |
| Fortitude Family Office, LLC | 6,550 | $272.0K | 0.15% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 6,553 | $272.1K | 0.21% | +1,503+29.8% | Added |
| Financial Partners Group, LLC | 6,596 | $273.9K | 0.11% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,599 | $274.1K | 0.09% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,613 | $275.0K | 0.01% | +551+9.1% | Added |