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; 2,529 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
- −150 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
- 320
- 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Silver Lake Advisory, LLC | 29,350 | $1.22M | 0.55% | +344+1.2% | Added |
| Modera Wealth Management, LLC | 29,198 | $1.21M | 0.02% | −77,625−72.7% | Reduced |
| Harvest Investment Advisors, LLC | 29,180 | $1.21M | 0.89% | +1,387+5.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 29,175 | $1.21M | 0.23% | 00.0% | Unchanged |
| Humankind Investments LLC | 29,170 | $1.21M | 0.32% | +1,431+5.2% | Added |
| First Bank & Trust | 29,157 | $1.21M | 0.25% | +8,950+44.3% | Added |
| Triangle Securities Wealth Management | 29,110 | $1.21M | 0.34% | −4,009−12.1% | Reduced |
| Cito Capital Group, LLC | 29,000 | $1.20M | 0.47% | −1,900−6.1% | Reduced |
| Lakewood Asset Management LLC | 28,958 | $1.20M | 0.84% | −135−0.5% | Reduced |
| Abn Amro Investment Solutions | 28,883 | $1.20M | 0.02% | +14,379+99.1% | Added |
| Bell Bank | 28,862 | $1.20M | 0.10% | +2,334+8.8% | Added |
| SFMG, LLC | 28,853 | $1.20M | 0.10% | −614−2.1% | Reduced |
| Birchbrook, Inc. | 28,720 | $1.19M | 0.72% | +616+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 28,668 | $1.19M | 0.00% | −33,946−54.2% | Reduced |
| Premier Path Wealth Partners, LLC | 28,617 | $1.19M | 0.20% | +24,860+661.7% | Added |
| Personal Cfo Solutions, LLC | 28,482 | $1.18M | 0.18% | +6,731+30.9% | Added |
| South State Corp. | 28,397 | $1.18M | 0.09% | −3,599−11.2% | Reduced |
| Viewpoint Capital Management LLC | 28,371 | $1.18M | 0.72% | +25+0.1% | Added |
| Icon Advisers Inc | 28,500 | $1.18M | 0.27% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 46,808 | $1.17M | 0.04% | −2,057−4.2% | Reduced |
| Corundum Group, Inc. | 28,195 | $1.17M | 0.46% | +17,693+168.5% | Added |
| Dudley Capital Management, LLC | 28,122 | $1.17M | 0.65% | −30−0.1% | Reduced |
| Meridian Management Co | 28,101 | $1.17M | 0.32% | +32+0.1% | Added |
| Harbour Investments, Inc. | 28,056 | $1.17M | 0.04% | +1,690+6.4% | Added |
| Quest Investment Management LLC | 28,000 | $1.16M | 0.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 27,999 | $1.16M | 0.00% | −51,933−65.0% | Reduced |
| Principal Securities, Inc. | 27,944 | $1.16M | 0.03% | +3,171+12.8% | Added |
| Chilton Capital Management LLC | 27,882 | $1.16M | 0.05% | +51+0.2% | Added |
| MidWestOne Financial Group, Inc. | 27,830 | $1.16M | 0.21% | +5,034+22.1% | Added |
| First National Bank & Trust Co of Newtown | 27,708 | $1.15M | 0.23% | −2,400−8.0% | Reduced |
| North Star Investment Management Corp. | 27,683 | $1.15M | 0.08% | −871−3.1% | Reduced |
| Finer Wealth Management, Inc. | 27,666 | $1.15M | 0.74% | −14,129−33.8% | Reduced |
| Adirondack Trust Co | 27,566 | $1.14M | 0.47% | −314−1.1% | Reduced |
| Jacobs & Co | 27,289 | $1.13M | 0.12% | −101,039−78.7% | Reduced |
| Wealthspire Advisors, LLC | 27,223 | $1.13M | 0.01% | −1,464−5.1% | Reduced |
| Stonegate Investment Group, LLC | 27,118 | $1.13M | 0.03% | −1,454−5.1% | Reduced |
| Philadelphia Trust Co | 27,050 | $1.12M | 0.09% | −2,597−8.8% | Reduced |
| Independent Investors Inc | 26,938 | $1.12M | 0.25% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 26,878 | $1.12M | 0.17% | −15,660−36.8% | Reduced |
| Nemes Rush Group LLC | 26,824 | $1.11M | 0.15% | +18+0.1% | Added |
| BLB&B Advisors, LLC | 26,537 | $1.10M | 0.06% | −3,338−11.2% | Reduced |
| Change Path, LLC | 26,420 | $1.10M | 0.06% | −2,116−7.4% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.10M | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 26,366 | $1.09M | 0.15% | −83−0.3% | Reduced |
| Trust Co of Virginia | 26,343 | $1.09M | 0.10% | −224−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 26,289 | $1.09M | 0.03% | +465+1.8% | Added |
| Counterweight Ventures, LLC | 26,073 | $1.08M | 0.82% | +1,971+8.2% | Added |
| Girard Partners Ltd. | 26,013 | $1.08M | 0.10% | −2,592−9.1% | Reduced |
| Ardent Capital Management, Inc. | 25,983 | $1.08M | 0.53% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 25,952 | $1.08M | 0.15% | −8,274−24.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 25,915 | $1.08M | 0.10% | −1,288−4.7% | Reduced |
| Concurrent Investment Advisors, LLC | 25,909 | $1.08M | 0.04% | −994−3.7% | Reduced |
| Greenfield Savings Bank | 25,890 | $1.08M | 0.55% | −651−2.5% | Reduced |
| Ledyard National Bank | 25,803 | $1.07M | 0.10% | −2,345−8.3% | Reduced |
| Citizens National Bank Trust Department | 25,755 | $1.07M | 0.24% | −150−0.6% | Reduced |
| Orion Investment Co | 25,405 | $1.06M | 0.42% | +25,405 | New |
| Qsemble Capital Management, LP | 25,385 | $1.05M | 0.20% | +25,385 | New |
| MTM Investment Management, LLC | 25,305 | $1.05M | 0.43% | −3,105−10.9% | Reduced |
| Koshinski Asset Management, Inc. | 25,664 | $1.05M | 0.10% | −7,729−23.1% | Reduced |
| Platform Technology Partners | 25,236 | $1.05M | 0.36% | +25,236 | New |
| Fiduciary Group LLC | 25,226 | $1.05M | 0.11% | −2,797−10.0% | Reduced |
| Rehmann Capital Advisory Group | 25,158 | $1.04M | 0.07% | −1,449−5.4% | Reduced |
| Alberta Investment Management Corp | 25,100 | $1.04M | 0.01% | −22,800−47.6% | Reduced |
| Wolf Group Capital Advisors | 25,098 | $1.04M | 0.41% | +1,631+7.0% | Added |
| Meeder Advisory Services, Inc. | 25,052 | $1.04M | 0.07% | +4,174+20.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.04M | 0.32% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.04M | 0.33% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 24,961 | $1.04M | 0.41% | −10,839−30.3% | Reduced |
| Archer Investment Corp | 24,912 | $1.03M | 0.30% | +2,070+9.1% | Added |
| Oarsman Capital, Inc. | 24,895 | $1.03M | 0.23% | −4,138−14.3% | Reduced |
| Joel Isaacson & Co., LLC | 24,872 | $1.03M | 0.05% | −66−0.3% | Reduced |
| Arrow Financial Corp | 24,869 | $1.03M | 0.10% | −16,552−40.0% | Reduced |
| Stratos Wealth Advisors, LLC | 24,862 | $1.03M | 0.05% | −55,494−69.1% | Reduced |
| Capital City Trust Co | 24,830 | $1.03M | 0.28% | +81+0.3% | Added |
| Fundamentun, LLC | 24,774 | $1.03M | 0.09% | +4,614+22.9% | Added |
| Arcadia Investment Management Corp | 24,571 | $1.02M | 0.17% | +16,080+189.4% | Added |
| Auxier Asset Management | 24,546 | $1.02M | 0.16% | −624−2.5% | Reduced |
| Global Retirement Partners, LLC | 24,543 | $1.02M | 0.03% | +4,498+22.4% | Added |
| Stiles Financial Services Inc | 24,525 | $1.02M | 0.39% | +1,809+8.0% | Added |
| Trust Asset Management LLC | 24,521 | $1.02M | 0.09% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 24,508 | $1.02M | 0.08% | +24,508 | New |
| Acropolis Investment Management, LLC | 24,440 | $1.01M | 0.06% | +3,279+15.5% | Added |
| We Are One Seven, LLC | 24,427 | $1.01M | 0.05% | +1,632+7.2% | Added |
| Integrated Advisors Network LLC | 24,372 | $1.01M | 0.05% | −72,855−74.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 24,276 | $1.01M | 0.11% | 00.0% | Unchanged |
| Hancock Whitney Corp | 24,291 | $1.01M | 0.03% | −264−1.1% | Reduced |
| Monarch Capital Management Inc | 24,228 | $1.01M | 0.30% | −864−3.4% | Reduced |
| Oxford Asset Management LLP | 24,196 | $1.00M | 0.99% | +24,196 | New |
| Boston Family Office LLC | 24,179 | $1.00M | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 24,056 | $999.0K | 0.07% | +355+1.5% | Added |
| Waterfront Wealth Inc. | 24,021 | $997.6K | 0.27% | +3,743+18.5% | Added |
| J.W. Cole Advisors, Inc. | 24,007 | $997.0K | 0.05% | −6,622−21.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 24,005 | $996.9K | 0.03% | +4,549+23.4% | Added |
| Poplar Forest Capital LLC | 23,989 | $996.3K | 0.14% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 20,914 | $995.3K | 0.11% | −3,187−13.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 23,892 | $992.2K | 0.01% | −16,939−41.5% | Reduced |
| Cobblestone Asset Management LLC | 23,866 | $991.2K | 0.64% | −100−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 23,865 | $991.1K | 0.02% | −1,700−6.6% | Reduced |
| Western Wealth Management, LLC | 23,758 | $986.7K | 0.07% | −2,545−9.7% | Reduced |
| King Luther Capital Management Corp | 23,689 | $983.8K | 0.00% | −10,298−30.3% | Reduced |