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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 9,379 | $389.5K | 0.11% | −801−7.9% | Reduced |
| Guidance Capital, Inc | 8,205 | $390.2K | 0.13% | −1,734−17.4% | Reduced |
| 626 Financial, LLC | 9,414 | $391.0K | 0.23% | −375−3.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 9,433 | $391.8K | 0.08% | −3,085−24.6% | Reduced |
| Seven Eight Capital, LP | 9,450 | $392.5K | 0.04% | +9,450 | New |
| Crewe Advisors LLC | 9,494 | $394.3K | 0.04% | +533+5.9% | Added |
| Avantax Planning Partners, Inc. | 9,498 | $394.4K | 0.01% | −1,837−16.2% | Reduced |
| Investment Partners Asset Management, Inc. | 9,498 | $394.5K | 0.35% | −51−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 9,501 | $394.6K | 0.07% | −3,986−29.6% | Reduced |
| Laurion Capital Management LP | 9,507 | $394.8K | 0.01% | −1,666,076−99.4% | Reduced |
| Legacy Financial Advisors, Inc. | 9,518 | $395.3K | 0.07% | +4,189+78.6% | Added |
| Capital Analysts, LLC | 9,531 | $396.0K | 0.02% | +121+1.3% | Added |
| Abbot Financial Management, Inc. | 9,541 | $396.3K | 0.21% | −109−1.1% | Reduced |
| Jmac Enterprises LLC | 9,596 | $398.5K | 0.07% | −1,059−9.9% | Reduced |
| TBH Global Asset Management, LLC | 9,607 | $399.0K | 0.09% | −49−0.5% | Reduced |
| Plancorp, LLC | 9,607 | $399.0K | 0.02% | +126+1.3% | Added |
| Northwest Bank & Trust Co | 9,614 | $399.1K | 0.33% | −622−6.1% | Reduced |
| CapWealth Advisors, LLC | 9,615 | $399.3K | 0.05% | 00.0% | Unchanged |
| Ironwood Financial, llc | 9,621 | $399.6K | 0.09% | −4,352−31.1% | Reduced |
| Chilton Investment Co LLC | 9,631 | $400.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 9,651 | $400.8K | 0.02% | −249−2.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,675 | $401.8K | 0.24% | 00.0% | Unchanged |
| City State Bank | 9,679 | $402.0K | 0.16% | −2,206−18.6% | Reduced |
| Bill Few Associates, Inc. | 9,705 | $403.0K | 0.15% | +101+1.1% | Added |
| First Financial Corp | 9,753 | $404.9K | 0.21% | −1,253−11.4% | Reduced |
| Belmont Capital, LLC | 9,758 | $405.3K | 0.08% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 9,776 | $406.0K | 0.05% | −1,528−13.5% | Reduced |
| Calton & Associates, Inc. | 9,792 | $406.7K | 0.20% | −994−9.2% | Reduced |
| First United Bank Trust | 9,796 | $406.8K | 0.15% | −598−5.8% | Reduced |
| Marietta Investment Partners LLC | 9,800 | $407.0K | 0.09% | 00.0% | Unchanged |
| MQS Management LLC | 9,821 | $407.9K | 0.25% | +9,821 | New |
| LCM Capital Management Inc | 9,842 | $408.7K | 0.25% | +12+0.1% | Added |
| Bath Savings Trust Co | 9,855 | $409.3K | 0.04% | −100−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 9,882 | $410.4K | 0.02% | −73−0.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 9,882 | $410.4K | 0.02% | +9,882 | New |
| Knuff & Co LLC | 9,888 | $410.6K | 0.13% | −510−4.9% | Reduced |
| Cowa, LLC | 9,905 | $411.4K | 0.22% | +550+5.9% | Added |
| Jaffetilchin Investment Partners, LLC | 9,915 | $411.8K | 0.04% | −350−3.4% | Reduced |
| Fiducient Advisors LLC | 9,919 | $411.9K | 0.06% | −2,333−19.0% | Reduced |
| Krane Funds Advisors LLC | 9,924 | $412.1K | 0.02% | −502−4.8% | Reduced |
| Franklin Street Advisors Inc | 9,946 | $413.0K | 0.03% | +351+3.7% | Added |
| American Capital Advisory, LLC | 8,058 | $413.5K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,975 | $414.3K | 0.01% | +330+3.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 9,982 | $414.6K | 0.22% | −347−3.4% | Reduced |
| Gsa Capital Partners LLP | 9,989 | $415.0K | 0.03% | +9,989 | New |
| Walter & Keenan Financial Consulting Co | 9,996 | $415.1K | 0.13% | −210−2.1% | Reduced |
| Lake Street Advisors Group, LLC | 9,997 | $415.2K | 0.02% | −3,533−26.1% | Reduced |
| Colonial Trust Co | 10,034 | $416.7K | 0.07% | −135−1.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 10,034 | $416.7K | 0.18% | +10,034 | New |
| Legacy Wealth Asset Management, LLC | 10,073 | $418.3K | 0.12% | +213+2.2% | Added |
| United Advisor Group, LLC | 10,087 | $418.9K | 0.13% | +188+1.9% | Added |
| Paradigm Capital Management Inc | 10,100 | $419.5K | 0.02% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 10,122 | $420.4K | 0.01% | −60−0.6% | Reduced |
| Howe & Rusling Inc | 10,123 | $420.4K | 0.04% | −451−4.3% | Reduced |
| Biltmore Family Office, LLC | 10,142 | $421.2K | 0.08% | −1,000−9.0% | Reduced |
| Smith, Salley & Associates | 10,143 | $421.2K | 0.03% | −5,204−33.9% | Reduced |
| Tompkins Financial Corp | 10,143 | $421.2K | 0.04% | −2,021−16.6% | Reduced |
| Norway Savings Bank | 10,153 | $421.7K | 0.24% | −435−4.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 10,164 | $422.1K | 0.06% | +1,005+11.0% | Added |
| Cove Private Wealth, LLC | 10,170 | $422.4K | 0.34% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 10,200 | $423.6K | 0.05% | −30,495−74.9% | Reduced |
| Avaii Wealth Management, LLC | 10,221 | $424.5K | 0.24% | +10,221 | New |
| Pettinga Financial Advisors, LLC | 10,222 | $424.5K | 0.11% | −291−2.8% | Reduced |
| Morningstar Investment Services LLC | 10,247 | $425.0K | 0.00% | +3,586+53.8% | Added |
| Syon Capital LLC | 10,240 | $425.2K | 0.04% | −12,461−54.9% | Reduced |
| Kapstone Financial Advisors LLC | 10,246 | $425.5K | 0.28% | −1,307−11.3% | Reduced |
| New Hampshire Trust | 10,283 | $427.1K | 0.10% | −1,210−10.5% | Reduced |
| Thoroughbred Financial Services, LLC | 10,353 | $430.0K | 0.03% | +901+9.5% | Added |
| Keating Investment Counselors Inc | 10,357 | $430.1K | 0.14% | −1,255−10.8% | Reduced |
| Juncture Wealth Strategies, LLC | 10,406 | $432.2K | 0.18% | +1,000+10.6% | Added |
| Westmount Partners, LLC | 10,465 | $432.2K | 0.14% | +123+1.2% | Added |
| Beacon Investment Advisors LLC | 10,416 | $432.6K | 0.22% | +10,416 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,437 | $433.4K | 0.02% | −600−5.4% | Reduced |
| Samalin Investment Counsel, LLC | 10,448 | $433.9K | 0.20% | −1,337−11.3% | Reduced |
| Sharp Financial Services, LLC | 10,450 | $434.0K | 0.37% | +2,250+27.4% | Added |
| Round Hill Asset Management | 10,464 | $434.6K | 0.28% | 00.0% | Unchanged |
| Union Savings Bank | 10,467 | $434.6K | 0.23% | −2,718−20.6% | Reduced |
| Broadwater Capital Management LLC | 10,480 | $435.2K | 0.34% | −4,740−31.1% | Reduced |
| Norden Group LLC | 10,495 | $435.9K | 0.09% | −3,351−24.2% | Reduced |
| Diligent Investors, LLC | 10,498 | $436.0K | 0.11% | −140−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 8,052 | $436.7K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 10,528 | $437.2K | 0.21% | −20.0% | Reduced |
| Farmers National Bank | 10,535 | $437.5K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 10,634 | $441.6K | 0.24% | +418+4.1% | Added |
| Cohen Investment Advisors LLC | 7,619 | $442.2K | 0.36% | +487+6.8% | Added |
| Leo Wealth, LLC | 10,741 | $445.1K | 0.05% | −32,987−75.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 10,743 | $446.2K | 0.05% | −1,150−9.7% | Reduced |
| 1620 Investment Advisors, Inc. | 10,781 | $447.7K | 0.34% | −6,393−37.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,792 | $448.2K | 0.02% | −1,197−10.0% | Reduced |
| Everpar Advisors LLC | 10,796 | $448.4K | 0.22% | +1,081+11.1% | Added |
| Cassaday & Co Wealth Management LLC | 10,822 | $449.4K | 0.01% | −2,685−19.9% | Reduced |
| Red Door Wealth Management, LLC | 10,835 | $450.0K | 0.08% | +1,384+14.6% | Added |
| NBC Securities, Inc. | 10,854 | $450.0K | 0.04% | −4,264−28.2% | Reduced |
| JT Stratford LLC | 10,861 | $451.1K | 0.08% | +10,861 | New |
| KRS Capital Management, LLC | 10,914 | $453.3K | 0.34% | −3,346−23.5% | Reduced |
| Mendel Money Management | 10,919 | $453.5K | 0.21% | +687+6.7% | Added |
| Phillips Wealth Planners LLC | 11,029 | $453.5K | 0.48% | +649+6.3% | Added |
| Wealth Effects LLC | 10,927 | $453.8K | 0.16% | −259−2.3% | Reduced |
| Capital Investment Advisory Services, LLC | 10,956 | $455.0K | 0.05% | −622−5.4% | Reduced |
| Main Street Financial Solutions, LLC | 10,964 | $455.4K | 0.04% | −120−1.1% | Reduced |