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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 23,684 | $983.6K | 0.34% | +1,140+5.1% | Added |
| Oxler Private Wealth LLC | 23,508 | $976.3K | 0.36% | −7,044−23.1% | Reduced |
| Rossmore Private Capital | 23,501 | $976.0K | 0.13% | −13,542−36.6% | Reduced |
| Hanson & Doremus Investment Management | 23,330 | $969.0K | 0.16% | −6,652−22.2% | Reduced |
| Claro Advisors LLC | 23,208 | $963.8K | 0.15% | +1,429+6.6% | Added |
| Lazari Capital Management, Inc. | 23,163 | $962.0K | 0.43% | −1,535−6.2% | Reduced |
| Webster Bank, N. A. | 23,092 | $959.0K | 0.11% | −2,608−10.1% | Reduced |
| KCM Investment Advisors LLC | 22,978 | $954.3K | 0.03% | −2,375−9.4% | Reduced |
| Perpetual Ltd | 22,966 | $953.8K | 0.01% | −8,600−27.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 22,964 | $953.7K | 0.38% | +7,310+46.7% | Added |
| Westpac Banking Corp | 22,700 | $942.7K | 0.07% | −98,680−81.3% | Reduced |
| Morningstar Investment Management LLC | 22,671 | $942.0K | 0.10% | +716+3.3% | Added |
| Insight Inv LLC | 22,671 | $941.5K | 0.81% | −2,100−8.5% | Reduced |
| Ti-Trust, Inc | 22,637 | $940.1K | 0.72% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 22,590 | $938.0K | 0.40% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 22,576 | $937.6K | 0.06% | −3,888−14.7% | Reduced |
| Lederer & Associates Investment Counsel | 22,562 | $937.0K | 0.68% | −1,922−7.9% | Reduced |
| Capstone Financial Advisors, Inc. | 22,457 | $932.6K | 0.06% | +319+1.4% | Added |
| Kimelman & Baird, LLC | 22,432 | $931.6K | 0.08% | +22,432 | New |
| Bridgefront Capital, LLC | 22,428 | $931.4K | 0.39% | +22,428 | New |
| Schulhoff & Co Inc | 22,414 | $930.9K | 0.42% | −500−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 22,404 | $930.4K | 0.02% | −185−0.8% | Reduced |
| Leavell Investment Management, Inc. | 22,372 | $929.0K | 0.05% | −3,700−14.2% | Reduced |
| Mission Wealth Management, LP | 22,338 | $927.7K | 0.03% | −21−0.1% | Reduced |
| Level Four Advisory Services, LLC | 22,322 | $927.1K | 0.04% | −4,070−15.4% | Reduced |
| Peoples Financial Services Corp. | 22,283 | $925.2K | 0.42% | −331−1.5% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 22,240 | $923.6K | 0.70% | +1,250+6.0% | Added |
| Sumitomo Life Insurance Co | 22,236 | $923.5K | 0.02% | −2,735−11.0% | Reduced |
| Pingora Partners LLC | 22,234 | $923.4K | 0.66% | −800−3.5% | Reduced |
| Hartford Financial Management Inc. | 22,221 | $922.8K | 0.20% | −8,525−27.7% | Reduced |
| Ronald Blue Trust, Inc. | 17,003 | $922.1K | 0.01% | +3,263+23.7% | Added |
| AlphaCore Capital LLC | 22,176 | $921.0K | 0.22% | −2,036−8.4% | Reduced |
| Manchester Capital Management LLC | 22,169 | $920.7K | 0.11% | −377−1.7% | Reduced |
| Naviter Wealth, LLC | 22,121 | $918.7K | 0.14% | −1,598−6.7% | Reduced |
| Howland Capital Management LLC | 21,918 | $910.3K | 0.04% | −3,011−12.1% | Reduced |
| Harbor Investment Advisory, LLC | 21,905 | $909.7K | 0.09% | −419−1.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 21,857 | $907.7K | 0.36% | +3,655+20.1% | Added |
| St Germain D J Co Inc | 21,725 | $902.2K | 0.04% | −1,122−4.9% | Reduced |
| Prestige Wealth Management Group LLC | 21,705 | $901.4K | 0.19% | +995+4.8% | Added |
| Moloney Securities Asset Management, LLC | 21,684 | $900.5K | 0.13% | −2,757−11.3% | Reduced |
| Veriti Management LLC | 21,597 | $896.9K | 0.06% | −723−3.2% | Reduced |
| Chatham Capital Group, Inc. | 21,595 | $896.8K | 0.16% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 21,592 | $896.7K | 0.28% | −6,958−24.4% | Reduced |
| NCM Capital Management, LLC | 21,588 | $896.5K | 0.47% | +6,700+45.0% | Added |
| McGuire Investment Group, LLC | 21,561 | $895.4K | 0.13% | −8,356−27.9% | Reduced |
| Nicolet Bankshares Inc | 21,552 | $895.1K | 0.22% | −1,388−6.1% | Reduced |
| ARS Investment Partners, LLC | 21,542 | $894.6K | 0.09% | −1,062−4.7% | Reduced |
| Beacon Financial Advisory LLC | 21,459 | $891.2K | 0.33% | +3,723+21.0% | Added |
| Sky Investment Group LLC | 21,417 | $889.4K | 0.17% | −371−1.7% | Reduced |
| Bank & Trust Co | 21,390 | $888.3K | 0.75% | +21,390 | New |
| Cigna Investments Inc | 21,367 | $888.0K | 0.17% | −145−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21,313 | $885.1K | 0.29% | +1,413+7.1% | Added |
| Keebeck Wealth Management, LLC | 21,277 | $883.6K | 0.13% | +9,928+87.5% | Added |
| Keudell/Morrison Wealth Management | 21,245 | $882.3K | 0.26% | +4,793+29.1% | Added |
| New Century Financial Group, LLC | 21,234 | $881.8K | 0.37% | +296+1.4% | Added |
| Symmetry Partners, LLC | 21,038 | $874.0K | 0.04% | −1,107−5.0% | Reduced |
| Thomasville National Bank | 20,977 | $871.2K | 0.07% | −1,714−7.6% | Reduced |
| Cobblestone Capital Advisors LLC | 20,948 | $870.0K | 0.05% | −804−3.7% | Reduced |
| RMB Capital Management, LLC | 20,945 | $869.9K | 0.02% | −478−2.2% | Reduced |
| Versor Investments LP | 20,900 | $868.0K | 0.16% | +20,900 | New |
| Park National Corp | 20,838 | $865.4K | 0.03% | −1,284−5.8% | Reduced |
| First Manhattan Co | 20,670 | $858.4K | 0.00% | +525+2.6% | Added |
| White Pine Capital LLC | 20,663 | $858.1K | 0.33% | −2,606−11.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,618 | $856.3K | 0.81% | −503−2.4% | Reduced |
| ZWJ Investment Counsel Inc | 20,607 | $855.8K | 0.04% | +412+2.0% | Added |
| Mather Group, LLC. | 15,763 | $854.8K | 0.01% | −9,899−38.6% | Reduced |
| Opes Wealth Management LLC | 20,533 | $852.7K | 0.18% | +113+0.6% | Added |
| First American Bank | 20,493 | $851.1K | 0.06% | +422+2.1% | Added |
| DT Investment Partners, LLC | 20,482 | $850.6K | 0.08% | +602+3.0% | Added |
| Forza Wealth Management, LLC | 20,464 | $849.9K | 0.44% | 00.0% | Unchanged |
| Aries Wealth Management | 20,422 | $848.1K | 0.27% | −3,526−14.7% | Reduced |
| Beaton Management Co. Inc. | 20,424 | $848.0K | 0.46% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20,399 | $847.2K | 0.04% | −600−2.9% | Reduced |
| Neumann Capital Management, LLC | 20,373 | $846.1K | 0.29% | −270−1.3% | Reduced |
| FinTrust Capital Advisors, LLC | 20,366 | $845.8K | 0.16% | −6,724−24.8% | Reduced |
| Silverleafe Capital Partners, LLC | 20,348 | $845.1K | 0.29% | +20,348 | New |
| Ipswich Investment Management Co., Inc. | 20,255 | $841.2K | 0.20% | −50−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 20,160 | $837.2K | 0.05% | −10.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 20,068 | $833.0K | 0.05% | +223+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20,198 | $832.2K | 0.01% | −2,164−9.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 20,000 | $830.6K | 0.10% | 00.0% | Unchanged |
| W Advisors, LLC | 19,986 | $830.0K | 0.54% | +176+0.9% | Added |
| Intrua Financial, LLC | 19,917 | $827.2K | 0.13% | +4,315+27.7% | Added |
| Merit Financial Group, LLC | 19,902 | $826.5K | 0.02% | −19,110−49.0% | Reduced |
| Spotlight Asset Group, Inc. | 19,900 | $826.4K | 0.58% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 19,809 | $822.7K | 0.02% | −348−1.7% | Reduced |
| Paragon Capital Management LLC | 19,796 | $822.1K | 0.44% | −704−3.4% | Reduced |
| Curbstone Financial Management Corp | 19,790 | $821.9K | 0.18% | −1,570−7.4% | Reduced |
| Intrust Bank NA | 19,785 | $821.7K | 0.09% | −4,419−18.3% | Reduced |
| Wendell David Associates Inc | 19,724 | $819.0K | 0.08% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 19,581 | $813.2K | 0.22% | −585−2.9% | Reduced |
| Spire Wealth Management | 19,543 | $811.6K | 0.03% | −309−1.6% | Reduced |
| Ransom Advisory, Ltd | 19,498 | $809.8K | 0.41% | +100+0.5% | Added |
| Headinvest, LLC | 19,443 | $807.5K | 0.16% | +1,072+5.8% | Added |
| Signet Financial Management, LLC | 19,399 | $805.6K | 0.11% | −329−1.7% | Reduced |
| Wealth Quarterback LLC | 19,383 | $805.0K | 0.46% | +19,383 | New |
| YHB Investment Advisors, Inc. | 19,379 | $804.8K | 0.07% | −1,874−8.8% | Reduced |
| Kovack Advisors, Inc. | 19,322 | $802.4K | 0.09% | −11,167−36.6% | Reduced |
| Monetary Management Group Inc | 19,300 | $801.5K | 0.21% | −100−0.5% | Reduced |
| United Bank | 19,298 | $801.4K | 0.10% | −30−0.2% | Reduced |