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 |
|---|---|---|---|---|---|
| HBW Advisory Services LLC | 6,631 | $275.4K | 0.05% | −942−12.4% | Reduced |
| Drive Wealth Management, LLC | 6,636 | $275.6K | 0.07% | −1,939−22.6% | Reduced |
| Boston Research & Management Inc | 6,660 | $276.0K | 0.07% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,646 | $276.0K | 0.20% | +542+8.9% | Added |
| Cromwell Holdings LLC | 6,657 | $276.5K | 0.17% | +6,657 | New |
| Columbia Asset Management | 6,690 | $278.0K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 6,697 | $278.1K | 0.01% | −3,274−32.8% | Reduced |
| Northcape Wealth Management, LLC | 6,726 | $279.3K | 0.10% | +254+3.9% | Added |
| TCI Wealth Advisors, Inc. | 6,726 | $279.3K | 0.03% | −156−2.3% | Reduced |
| PSI Advisors, LLC | 6,730 | $279.4K | 0.09% | +694+11.5% | Added |
| Legacy Capital Group California, Inc. | 6,733 | $279.6K | 0.10% | +2,922+76.7% | Added |
| First PREMIER Bank | 6,757 | $280.0K | 0.07% | −3,573−34.6% | Reduced |
| Foster Group, Inc. | 6,787 | $281.8K | 0.01% | +114+1.7% | Added |
| Aspiriant, LLC | 6,789 | $282.0K | 0.01% | −2,329−25.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,792 | $282.1K | 0.05% | −200−2.9% | Reduced |
| Burford Brothers, Inc. | 6,798 | $282.3K | 0.16% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 6,809 | $282.8K | 0.03% | +631+10.2% | Added |
| Wealth Alliance Advisory Group, LLC | 6,809 | $282.8K | 0.06% | −485−6.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,823 | $283.0K | 0.15% | −100−1.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 6,879 | $284.1K | 0.03% | −231−3.2% | Reduced |
| Nations Financial Group Inc, | 6,850 | $284.5K | 0.02% | +93+1.4% | Added |
| First American Trust, FSB | 6,856 | $284.7K | 0.03% | +589+9.4% | Added |
| Wedmont Private Capital | 7,096 | $287.1K | 0.02% | −1,857−20.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,758 | $287.2K | 0.01% | +6,758 | New |
| Aberdeen Wealth Management LLC | 6,919 | $287.3K | 0.19% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 6,928 | $287.7K | 0.29% | +6,928 | New |
| Mosley Wealth Management | 6,937 | $288.1K | 0.25% | +730+11.8% | Added |
| Key Financial Inc | 6,941 | $288.3K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,182 | $288.8K | 0.06% | −2,775−31.0% | Reduced |
| Prentice Wealth Management LLC | 6,997 | $290.6K | 0.09% | −254−3.5% | Reduced |
| Advisors Management Group Inc | 7,008 | $291.0K | 0.07% | −118−1.7% | Reduced |
| Burns Matteson Capital Management, LLC | 7,009 | $291.1K | 0.18% | +7,009 | New |
| Avestar Capital, LLC | 7,022 | $291.7K | 0.03% | −3,065−30.4% | Reduced |
| Old North State Wealth Management, LLC | 7,040 | $292.7K | 0.19% | +419+6.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 7,052 | $292.9K | 0.21% | +7,052 | New |
| IMS Capital Management | 5,999 | $293.8K | 0.14% | −20.0% | Reduced |
| Gratus Capital LLC | 7,086 | $294.3K | 0.01% | −266−3.6% | Reduced |
| Wrapmanager Inc | 7,092 | $294.5K | 0.08% | −2,811−28.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,101 | $294.9K | 0.05% | −11,998−62.8% | Reduced |
| LMCG Investments, LLC | 7,107 | $295.2K | 0.02% | −62−0.9% | Reduced |
| MCF Advisors LLC | 7,109 | $295.2K | 0.02% | −278−3.8% | Reduced |
| Beta Wealth Group, Inc. | 7,111 | $295.4K | 0.14% | +799+12.7% | Added |
| Oxford Financial Group Ltd | 7,124 | $295.9K | 0.02% | +184+2.7% | Added |
| MKT Advisors LLC | 7,265 | $296.9K | 0.15% | −445−5.8% | Reduced |
| Townsend Asset Management Corp | 7,150 | $296.9K | 0.12% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,155 | $297.1K | 0.25% | +9+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 7,159 | $297.3K | 0.19% | 00.0% | Unchanged |
| Gould Asset Management LLC | 7,170 | $297.8K | 0.07% | −100−1.4% | Reduced |
| Albert D Mason Inc | 7,172 | $297.9K | 0.20% | −35−0.5% | Reduced |
| New South Capital Management Inc | 7,189 | $298.6K | 0.01% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 7,190 | $298.6K | 0.02% | +840+13.2% | Added |
| King Wealth | 7,206 | $299.0K | 0.05% | +312+4.5% | Added |
| Gibbs Wealth Management | 7,211 | $299.5K | 0.12% | +1,682+30.4% | Added |
| WSFS Capital Management, LLC | 7,272 | $302.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 7,273 | $302.1K | 0.05% | +1,124+18.3% | Added |
| Washington Trust Advisors, Inc. | 7,282 | $302.4K | 0.03% | +8+0.1% | Added |
| Horst & Graben Wealth Management LLC | 7,298 | $303.1K | 0.06% | +66+0.9% | Added |
| Blue Fin Capital, Inc. | 7,306 | $303.4K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 7,320 | $304.0K | 0.32% | +7,320 | New |
| Sutton Place Investors LLC | 7,326 | $304.2K | 0.20% | −13,700−65.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 7,350 | $305.2K | 0.30% | +7,350 | New |
| KPP Advisory Services LLC | 7,365 | $305.9K | 0.08% | −569−7.2% | Reduced |
| Financial Advisory Service, Inc. | 7,373 | $306.2K | 0.03% | −332−4.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 7,384 | $306.7K | 0.24% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,252 | $306.7K | 0.12% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 7,393 | $307.0K | 0.14% | −1,572−17.5% | Reduced |
| Yarbrough Capital, LLC | 7,400 | $307.3K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 7,404 | $307.5K | 0.19% | +1,791+31.9% | Added |
| Bellevue Asset Management, LLC | 7,441 | $309.1K | 0.17% | −1,215−14.0% | Reduced |
| Commonwealth Financial Services, LLC | 7,738 | $309.4K | 0.06% | −595−7.1% | Reduced |
| Horan Securities, Inc. | 7,456 | $309.7K | 0.13% | +2,104+39.3% | Added |
| McDonald Partners LLC | 7,489 | $311.0K | 0.08% | −47−0.6% | Reduced |
| Westside Investment Management, Inc. | 7,493 | $311.2K | 0.07% | +732+10.8% | Added |
| Vanguard Capital Wealth Advisors | 7,500 | $311.5K | 0.21% | −300−3.8% | Reduced |
| ISAM Funds (UK) Ltd | 7,530 | $312.7K | 0.23% | +7,530 | New |
| Brandywine Oak Private Wealth LLC | 7,537 | $313.0K | 0.03% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 7,557 | $313.8K | 0.19% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7,559 | $313.9K | 0.19% | −611−7.5% | Reduced |
| Wilkins Investment Counsel Inc | 7,566 | $314.2K | 0.05% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 7,573 | $314.5K | 0.33% | −204−2.6% | Reduced |
| Sax Wealth Advisors, LLC | 7,611 | $316.1K | 0.03% | −6,089−44.4% | Reduced |
| Valley National Advisers Inc | 7,654 | $317.0K | 0.05% | −1,587−17.2% | Reduced |
| Oakworth Capital, Inc. | 7,637 | $317.2K | 0.02% | +115+1.5% | Added |
| Widmann Financial Services, Inc. | 7,661 | $318.2K | 0.26% | −220−2.8% | Reduced |
| Clark Capital Management Group, Inc. | 7,678 | $318.9K | 0.00% | −112−1.4% | Reduced |
| Asset Dedication, LLC | 7,687 | $319.2K | 0.02% | −2,936−27.6% | Reduced |
| Lynch & Associates | 7,709 | $320.2K | 0.07% | −344−4.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,714 | $320.4K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,741 | $321.5K | 0.06% | +341+4.6% | Added |
| CNB Bank | 7,749 | $321.8K | 0.15% | −822−9.6% | Reduced |
| Coastline Trust Co | 7,762 | $322.4K | 0.04% | −3,465−30.9% | Reduced |
| One Charles Private Wealth Services, LLC | 7,767 | $322.6K | 0.13% | −33−0.4% | Reduced |
| Xcel Wealth Management, LLC | 7,790 | $323.5K | 0.10% | −2,665−25.5% | Reduced |
| North Star Asset Management Inc | 7,796 | $323.8K | 0.02% | −1,349−14.8% | Reduced |
| Strata Wealth Advisors, LLC | 7,803 | $324.1K | 0.11% | +7,803 | New |
| MTM Financial Group, LLC | 7,823 | $324.9K | 0.21% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 7,828 | $325.1K | 0.22% | +1,371+21.2% | Added |
| Lindbrook Capital, LLC | 7,837 | $325.5K | 0.03% | −1,203−13.3% | Reduced |
| Selective Wealth Management, Inc. | 8,013 | $327.4K | 0.14% | −41−0.5% | Reduced |
| Confluence Wealth Services, Inc. | 7,898 | $328.0K | 0.03% | −2,101−21.0% | Reduced |