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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 10,972 | $455.7K | 0.12% | −125−1.1% | Reduced |
| Prudent Man Advisors, LLC | 11,005 | $457.0K | 0.16% | +420+4.0% | Added |
| BNP Paribas | 11,010 | $457.2K | 0.02% | −16,291−59.7% | Reduced |
| Bank Ozk | 11,029 | $458.0K | 0.20% | −2,129−16.2% | Reduced |
| Legacy Private Trust Co. | 11,034 | $458.2K | 0.03% | −645−5.5% | Reduced |
| BBR Partners, LLC | 11,089 | $460.5K | 0.04% | −899−7.5% | Reduced |
| Aviso Wealth Management | 11,141 | $462.7K | 0.27% | −5,933−34.7% | Reduced |
| Lebenthal Global Advisors, LLC | 11,145 | $462.9K | 0.10% | +37+0.3% | Added |
| Papp L Roy & Associates | 11,184 | $464.5K | 0.06% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 11,195 | $464.9K | 0.24% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 11,204 | $465.3K | 0.05% | −80−0.7% | Reduced |
| Emerald Advisors, LLC | 11,239 | $466.8K | 0.07% | +11,239 | New |
| First Nebraska Trust Co | 11,268 | $468.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 11,326 | $470.4K | 0.22% | +893+8.6% | Added |
| Hara Capital LLC | 11,356 | $471.6K | 0.30% | −26−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,367 | $472.1K | 0.11% | −7,675−40.3% | Reduced |
| GeoWealth Management, LLC | 11,397 | $473.3K | 0.02% | −6,925−37.8% | Reduced |
| ORG Partners LLC | 11,464 | $473.4K | 0.06% | +10,170+785.9% | Added |
| Coastal Investment Advisors, Inc. | 11,411 | $473.9K | 0.09% | −2,110−15.6% | Reduced |
| Zacks Investment Management | 11,432 | $474.8K | 0.01% | −212,259−94.9% | Reduced |
| Stephenson National Bank & Trust | 11,491 | $477.2K | 0.16% | +34+0.3% | Added |
| First Financial Bank - Trust Division | 11,515 | $478.2K | 0.05% | −1,174−9.3% | Reduced |
| Seelaus Asset Management LLC | 11,633 | $483.1K | 0.49% | −3,979−25.5% | Reduced |
| Phoenix Holdings Ltd. | 11,740 | $487.1K | 0.01% | −42,322−78.3% | Reduced |
| Hexagon Capital Partners LLC | 11,729 | $487.1K | 0.11% | −3,948−25.2% | Reduced |
| Truvestments Capital LLC | 11,790 | $489.6K | 0.20% | −2,614−18.1% | Reduced |
| Lantz Financial LLC | 11,799 | $490.0K | 0.15% | +1,747+17.4% | Added |
| Archford Capital Strategies, LLC | 11,814 | $490.6K | 0.08% | −171−1.4% | Reduced |
| First Commonwealth Financial Corp | 11,815 | $490.7K | 0.13% | −1,471−11.1% | Reduced |
| LVW Advisors, LLC | 11,816 | $490.7K | 0.07% | −10,614−47.3% | Reduced |
| Broderick Brian C | 11,817 | $490.8K | 0.10% | −1,450−10.9% | Reduced |
| Baldwin Investment Management, LLC | 11,849 | $492.1K | 0.07% | −5,630−32.2% | Reduced |
| High Net Worth Advisory Group LLC | 11,859 | $492.5K | 0.15% | −4,187−26.1% | Reduced |
| Bayesian Capital Management, LP | 11,900 | $494.2K | 0.06% | +11,900 | New |
| Montecito Bank & Trust | 11,901 | $494.2K | 0.10% | −700−5.6% | Reduced |
| CoreFirst Bank & Trust | 11,940 | $495.9K | 0.33% | −440−3.6% | Reduced |
| Guardian Investment Management | 11,950 | $496.3K | 0.36% | −2,175−15.4% | Reduced |
| MSH Capital Advisors LLC | 11,957 | $496.6K | 0.17% | −3,356−21.9% | Reduced |
| Sittner & Nelson, LLC | 11,989 | $497.9K | 0.25% | +617+5.4% | Added |
| Patrick Mauro Investment Advisor, INC. | 12,051 | $500.5K | 0.29% | −15,016−55.5% | Reduced |
| HCR Wealth Advisors | 12,075 | $501.5K | 0.07% | −2,366−16.4% | Reduced |
| Uncommon Cents Investing LLC | 12,095 | $502.3K | 0.16% | +1,790+17.4% | Added |
| Sonora Investment Management Group, LLC | 9,332 | $506.1K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 12,201 | $506.7K | 0.02% | +5,832+91.6% | Added |
| Elmwood Wealth Management, Inc. | 12,225 | $507.7K | 0.23% | −325−2.6% | Reduced |
| Diversify Advisory Services, LLC | 12,435 | $508.1K | 0.03% | −10,525−45.8% | Reduced |
| Beaumont Financial Advisors, LLC | 12,249 | $508.7K | 0.04% | −7,181−37.0% | Reduced |
| Abel Hall, LLC | 12,259 | $509.1K | 0.36% | +2,412+24.5% | Added |
| Lion Street Advisors, LLC | 12,263 | $509.3K | 0.19% | +1,135+10.2% | Added |
| Klingenstein Fields & Co LP | 12,282 | $510.1K | 0.02% | −2,950−19.4% | Reduced |
| Richwood Investment Advisors, LLC | 12,317 | $511.5K | 0.45% | −504−3.9% | Reduced |
| Estabrook Capital Management | 12,345 | $512.7K | 0.08% | −50−0.4% | Reduced |
| Inscription Capital, LLC | 12,345 | $512.7K | 0.08% | +2,265+22.5% | Added |
| Davidson Trust Co | 12,354 | $513.1K | 0.35% | +829+7.2% | Added |
| Formidable Asset Management, LLC | 12,397 | $514.9K | 0.08% | −1,035−7.7% | Reduced |
| Proequities, Inc. | 12,478 | $518.2K | 0.03% | −905−6.8% | Reduced |
| Clear Creek Financial Management, LLC | 12,355 | $518.9K | 0.06% | +6,265+102.9% | Added |
| Waters Parkerson & Co., LLC | 12,505 | $519.0K | 0.03% | −80−0.6% | Reduced |
| Visionary Horizons, LLC | 12,522 | $520.0K | 0.38% | 00.0% | Unchanged |
| United Community Bank | 12,532 | $520.5K | 0.21% | +11,839+1,708.4% | Added |
| Heron Bay Capital Management | 12,555 | $521.4K | 0.11% | +12,555 | New |
| SOL Capital Management CO | 12,618 | $524.0K | 0.06% | +530+4.4% | Added |
| MONECO Advisors, LLC | 12,693 | $527.1K | 0.08% | +2,962+30.4% | Added |
| TCG Advisory Services, LLC | 12,744 | $529.3K | 0.03% | +1,145+9.9% | Added |
| Gold Investment Management Ltd. | 12,751 | $529.5K | 0.22% | −1,090−7.9% | Reduced |
| Everett Harris & Co | 12,770 | $530.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,810 | $532.0K | 0.04% | −300−2.3% | Reduced |
| Redwood Wealth Management Group, LLC | 12,824 | $532.6K | 0.40% | +73+0.6% | Added |
| Financial Advisory Corp | 12,870 | $534.0K | 0.22% | +7,546+141.7% | Added |
| Nichols & Pratt Advisers LLP | 12,895 | $535.5K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 13,051 | $536.5K | 0.10% | +5,942+83.6% | Added |
| Berkshire Bank | 12,926 | $536.8K | 0.13% | −2,310−15.2% | Reduced |
| Grandfield & Dodd, LLC | 13,084 | $543.4K | 0.03% | −150−1.1% | Reduced |
| American Trust Investment Advisors, LLC | 13,116 | $544.7K | 0.26% | +654+5.2% | Added |
| Ritholtz Wealth Management | 13,174 | $547.1K | 0.02% | −3,969−23.2% | Reduced |
| Roman Butler Fullerton & Co | 13,328 | $548.0K | 0.18% | −1,810−12.0% | Reduced |
| Dorchester Wealth Management Co | 13,232 | $549.5K | 0.11% | −1,098−7.7% | Reduced |
| Vectors Research Management, LLC | 13,247 | $550.0K | 0.17% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 13,250 | $550.0K | 0.43% | +195+1.5% | Added |
| Arden Trust Co | 13,257 | $550.6K | 0.08% | −4,121−23.7% | Reduced |
| Independence Bank of Kentucky | 13,311 | $552.8K | 0.15% | +2,755+26.1% | Added |
| Fortem Financial Group, LLC | 13,313 | $552.9K | 0.24% | −490−3.5% | Reduced |
| OmniStar Financial Group, Inc. | 13,316 | $553.0K | 0.50% | +224+1.7% | Added |
| Atwood & Palmer Inc | 13,328 | $553.5K | 0.04% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 13,348 | $554.3K | 0.02% | −78,345−85.4% | Reduced |
| Summit Financial, LLC | 13,349 | $554.4K | 0.03% | +5,034+60.5% | Added |
| Warren Averett Asset Management, LLC | 13,371 | $555.3K | 0.01% | +1,011+8.2% | Added |
| Symmetry Investments LP | 13,400 | $556.5K | 0.07% | +13,400 | New |
| TRUE Private Wealth Advisors | 13,407 | $556.8K | 0.06% | −996−6.9% | Reduced |
| Diversify Wealth Management, LLC | 11,715 | $557.5K | 0.07% | +11,715 | New |
| Lantern Wealth Advisors, LLC | 13,478 | $559.7K | 0.41% | +1,432+11.9% | Added |
| LVM Capital Management Ltd | 13,550 | $563.0K | 0.06% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 13,560 | $563.1K | 0.18% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 13,581 | $564.0K | 0.11% | −2,734−16.8% | Reduced |
| Virtu Financial LLC | 13,606 | $565.0K | 0.04% | +6,985+105.5% | Added |
| Founders Financial Securities LLC | 13,612 | $565.3K | 0.05% | +1,212+9.8% | Added |
| Aull & Monroe Investment Management Corp | 13,632 | $566.1K | 0.28% | −1,989−12.7% | Reduced |
| Field & Main Bank | 13,656 | $567.0K | 0.21% | −550−3.9% | Reduced |
| Lake Street Financial LLC | 13,658 | $567.2K | 0.07% | −3,789−21.7% | Reduced |
| Relative Value Partners Group, LLC | 13,658 | $567.2K | 0.07% | +13,658 | New |