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 |
|---|---|---|---|---|---|
| Algert Global LLC | 7,901 | $328.1K | 0.01% | +7,901 | New |
| Armstrong Advisory Group, Inc | 7,926 | $329.2K | 0.03% | −338−4.1% | Reduced |
| Summit Asset Management, LLC | 7,943 | $329.9K | 0.07% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,945 | $330.0K | 0.07% | −1,141−12.6% | Reduced |
| Benin Management CORP | 7,952 | $330.2K | 0.10% | −46−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 7,960 | $330.6K | 0.18% | +190+2.4% | Added |
| Birch Hill Investment Advisors LLC | 7,980 | $331.4K | 0.02% | −851−9.6% | Reduced |
| Cassia Capital Partners, LLC | 7,987 | $331.7K | 0.22% | −3,792−32.2% | Reduced |
| Quadrant Capital Group LLC | 7,990 | $331.8K | 0.02% | −3,529−30.6% | Reduced |
| CVA Family Office, LLC | 7,993 | $331.9K | 0.06% | +1,229+18.2% | Added |
| Morse Asset Management, Inc | 8,000 | $332.0K | 0.08% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,998 | $332.2K | 0.03% | +6+0.1% | Added |
| Balyasny Asset Management LLC | 8,004 | $332.4K | 0.00% | −46,320−85.3% | Reduced |
| Cornerstone Advisory, LLC | 8,024 | $333.3K | 0.05% | −3,367−29.6% | Reduced |
| Hilltop National Bank | 8,033 | $333.6K | 0.11% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,071 | $335.2K | 0.09% | −536−6.2% | Reduced |
| Investors Asset Management of Georgia Inc | 8,072 | $335.2K | 0.16% | +326+4.2% | Added |
| Grace & White Inc | 8,073 | $335.3K | 0.06% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 8,117 | $337.1K | 0.18% | −50−0.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,149 | $338.4K | 0.22% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,163 | $339.0K | 0.14% | −9,201−53.0% | Reduced |
| Sterling Wealth Management, Inc. | 8,165 | $339.1K | 0.16% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,179 | $339.7K | 0.04% | −639−7.2% | Reduced |
| Prosperity Consulting Group, LLC | 8,186 | $340.0K | 0.05% | −2,593−24.1% | Reduced |
| Old Mission Investment Co LLC | 8,186 | $340.0K | 0.11% | +188+2.4% | Added |
| Checchi Capital Advisers, LLC | 8,239 | $342.2K | 0.03% | −5,963−42.0% | Reduced |
| EPG Wealth Management LLC | 0 | $342.5K | 0.08% | −8,558−100.0% | Reduced |
| Sym Financial Corp | 8,264 | $343.2K | 0.05% | +8,264 | New |
| Mayflower Financial Advisors, LLC | 8,274 | $343.6K | 0.06% | −1,149−12.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,325 | $345.7K | 0.02% | −42,144−83.5% | Reduced |
| Valley Brook Capital Group | 8,345 | $346.6K | 0.27% | −1,000−10.7% | Reduced |
| Trust Point Inc. | 8,345 | $346.6K | 0.03% | −2,418−22.5% | Reduced |
| Cottage Street Advisors LLC | 8,350 | $346.8K | 0.21% | −316−3.6% | Reduced |
| Aspen Investment Management Inc | 8,364 | $347.0K | 0.17% | −100−1.2% | Reduced |
| Heritage Trust Co | 8,384 | $348.2K | 0.05% | −104−1.2% | Reduced |
| Founders Financial Alliance, LLC | 8,390 | $348.4K | 0.10% | +1,287+18.1% | Added |
| nVerses Capital, LLC | 8,400 | $348.9K | 0.21% | +8,400 | New |
| Essex LLC | 8,373 | $349.6K | 0.08% | −249−2.9% | Reduced |
| ProVise Management Group, LLC | 8,419 | $349.6K | 0.03% | −5,181−38.1% | Reduced |
| Chesapeake Wealth Management | 8,419 | $349.7K | 0.13% | −7,773−48.0% | Reduced |
| River Wealth Advisors LLC | 8,474 | $351.9K | 0.05% | +796+10.4% | Added |
| Van Hulzen Asset Management, LLC | 8,480 | $352.0K | 0.02% | +3,087+57.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,478 | $352.1K | 0.20% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 8,483 | $352.3K | 0.17% | +1,772+26.4% | Added |
| Evermay Wealth Management LLC | 8,524 | $354.0K | 0.06% | −823−8.8% | Reduced |
| WNY Asset Management, LLC | 8,531 | $354.3K | 0.05% | +469+5.8% | Added |
| Commons Capital, LLC | 8,546 | $354.9K | 0.43% | +8,546 | New |
| Fiera Capital Corp | 8,550 | $355.1K | 0.00% | −700−7.6% | Reduced |
| Investors Research Corp | 8,562 | $355.6K | 0.08% | +7,775+987.9% | Added |
| Madden Securities Corp | 8,575 | $356.1K | 0.16% | +8,575 | New |
| Powell Investment Advisors, LLC | 8,653 | $359.4K | 0.19% | 00.0% | Unchanged |
| O'Dell Group, LLC | 6,631 | $359.6K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 8,684 | $360.6K | 0.19% | 00.0% | Unchanged |
| McDaniel Terry & Co | 8,720 | $362.0K | 0.03% | −98−1.1% | Reduced |
| Allred Capital Management, LLC | 8,719 | $362.1K | 0.14% | −546−5.9% | Reduced |
| Marathon Capital Management | 8,720 | $362.1K | 0.09% | −106,160−92.4% | Reduced |
| Graypoint LLC | 8,730 | $362.6K | 0.03% | −4,912−36.0% | Reduced |
| Larson Financial Group LLC | 8,771 | $364.3K | 0.02% | +4,864+124.5% | Added |
| Arete Wealth Advisors, LLC | 8,788 | $365.0K | 0.03% | −3,766−30.0% | Reduced |
| Solitude Financial Services | 8,801 | $365.5K | 0.17% | +2,801+46.7% | Added |
| Cook Wealth Management Group LLC | 8,080 | $365.8K | 0.20% | +8,080 | New |
| Alhambra Investment Partners LLC | 8,813 | $366.0K | 0.20% | −9,175−51.0% | Reduced |
| Perritt Capital Management Inc | 8,832 | $366.8K | 0.20% | +1,285+17.0% | Added |
| Beverly Hills Private Wealth, LLC | 8,840 | $367.1K | 0.08% | +710+8.7% | Added |
| Park Place Capital Corp | 8,853 | $367.7K | 0.12% | +114+1.3% | Added |
| Saybrook Capital | 8,863 | $368.0K | 0.10% | −6,000−40.4% | Reduced |
| Miramar Capital, LLC | 8,876 | $368.6K | 0.09% | +2,600+41.4% | Added |
| Ellevest, Inc. | 8,880 | $368.8K | 0.02% | +186+2.1% | Added |
| Heritage Wealth Management, Inc. | 9,308 | $369.2K | 0.12% | +9,308 | New |
| BSW Wealth Partners | 8,892 | $369.3K | 0.06% | +641+7.8% | Added |
| Patriot Investment Management Inc. | 8,900 | $369.6K | 0.03% | −2,729−23.5% | Reduced |
| Spirepoint Private Client, LLC | 8,913 | $370.2K | 0.05% | −413−4.4% | Reduced |
| Cornerstone Capital, Inc. | 8,985 | $373.1K | 0.04% | +2,500+38.6% | Added |
| Farmers Trust Co | 9,004 | $373.9K | 0.08% | −190−2.1% | Reduced |
| Centaurus Financial, Inc. | 8,999 | $374.0K | 0.02% | −1,837−17.0% | Reduced |
| Stanley-Laman Group, Ltd. | 9,010 | $374.2K | 0.05% | +2,670+42.1% | Added |
| Shufro Rose & Co LLC | 9,010 | $374.2K | 0.03% | +250+2.9% | Added |
| Texas Yale Capital Corp. | 9,050 | $375.8K | 0.02% | −880−8.9% | Reduced |
| Occidental Asset Management, LLC | 9,135 | $379.4K | 0.07% | +637+7.5% | Added |
| Shepherd Financial Partners LLC | 9,140 | $379.6K | 0.05% | −1,920−17.4% | Reduced |
| Northeast Investment Management | 9,146 | $379.8K | 0.02% | −795−8.0% | Reduced |
| Crescent Sterling, Ltd. | 9,173 | $381.0K | 0.36% | −874−8.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,178 | $381.2K | 0.03% | −1,024−10.0% | Reduced |
| Mitchell Sinkler & Starr | 9,005 | $381.7K | 0.10% | −8,560−48.7% | Reduced |
| Angeles Wealth Management, LLC | 9,195 | $381.9K | 0.04% | +392+4.5% | Added |
| Advisory Alpha, LLC | 9,203 | $382.2K | 0.02% | −845−8.4% | Reduced |
| Stone Point Wealth LLC | 9,240 | $383.7K | 0.14% | −700−7.0% | Reduced |
| Enterprise Financial Services Corp | 9,251 | $384.2K | 0.24% | −503−5.2% | Reduced |
| Forbes J M & Co LLP | 9,255 | $384.4K | 0.04% | −131,014−93.4% | Reduced |
| Apexium Financial, LP | 9,260 | $384.5K | 0.03% | +1,552+20.1% | Added |
| WealthShield Partners, LLC | 9,265 | $384.8K | 0.06% | +92+1.0% | Added |
| Schnieders Capital Management LLC | 9,273 | $385.1K | 0.08% | −4,974−34.9% | Reduced |
| Empower Advisory Group, LLC | 9,274 | $385.2K | 0.00% | −1,244−11.8% | Reduced |
| Gitterman Wealth Management, LLC | 9,282 | $385.5K | 0.15% | +9,282 | New |
| Boston Financial Mangement LLC | 9,309 | $386.6K | 0.01% | −2,725−22.6% | Reduced |
| Castle Rock Wealth Management, LLC | 9,367 | $386.9K | 0.10% | +943+11.2% | Added |
| Alpha Family Trust | 9,330 | $387.5K | 0.23% | +9,330 | New |
| Notis-McConarty Edward | 9,335 | $387.7K | 0.15% | −800−7.9% | Reduced |
| Sentry Investment Management LLC | 9,341 | $388.0K | 0.17% | −1,613−14.7% | Reduced |
| Davis R M Inc | 9,369 | $389.1K | 0.01% | +225+2.5% | Added |