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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 19,396 | $799.8K | 0.33% | −5,124−20.9% | Reduced |
| Exencial Wealth Advisors, LLC | 19,237 | $798.9K | 0.03% | −879−4.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 15,426 | $798.9K | 0.10% | +1,391+9.9% | Added |
| Cutter & CO Brokerage, Inc. | 19,221 | $798.2K | 0.19% | +460+2.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,161 | $795.8K | 0.02% | +4,669+32.2% | Added |
| GYL Financial Synergies, LLC | 19,101 | $793.2K | 0.06% | −3,636−16.0% | Reduced |
| Allegheny Financial Group LTD | 19,100 | $793.2K | 0.23% | −434−2.2% | Reduced |
| Pallas Capital Advisors LLC | 18,610 | $788.9K | 0.04% | +9,536+105.1% | Added |
| Chicago Partners Investment Group LLC | 16,060 | $787.7K | 0.03% | −184−1.1% | Reduced |
| Sunbelt Securities, Inc. | 18,943 | $786.7K | 0.08% | +8,863+87.9% | Added |
| RFG Advisory, LLC | 18,917 | $785.6K | 0.03% | −3,317−14.9% | Reduced |
| Adalta Capital Management LLC | 18,877 | $784.0K | 0.43% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 18,825 | $781.8K | 0.44% | −7,907−29.6% | Reduced |
| J. W. Coons Advisors, LLC | 18,820 | $781.6K | 0.19% | −2,500−11.7% | Reduced |
| Cooper Financial Group | 18,768 | $779.4K | 0.11% | −3,228−14.7% | Reduced |
| Numerai GP LLC | 18,716 | $777.3K | 0.28% | +18,716 | New |
| Central Pacific Bank - Trust Division | 18,639 | $774.1K | 0.09% | +1,074+6.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 18,617 | $773.2K | 0.29% | +2,089+12.6% | Added |
| Fox Run Management, L.L.C. | 18,609 | $772.8K | 0.15% | +18,609 | New |
| Qtron Investments LLC | 18,584 | $771.8K | 0.11% | −12,668−40.5% | Reduced |
| Pearl River Capital, LLC | 18,395 | $763.9K | 0.12% | +18,395 | New |
| Skopos Labs, Inc. | 14,381 | $762.0K | 0.33% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 18,347 | $762.0K | 0.40% | +8,671+89.6% | Added |
| Hunter Associates Investment Management LLC | 18,311 | $759.0K | 0.13% | −51,857−73.9% | Reduced |
| Brighton Jones LLC | 18,169 | $754.6K | 0.02% | −947−5.0% | Reduced |
| Palisade Asset Management, LLC | 18,109 | $752.1K | 0.08% | −1,454−7.4% | Reduced |
| Affinity Investment Advisors, LLC | 18,075 | $750.7K | 0.56% | −148−0.8% | Reduced |
| Sentry LLC | 18,031 | $748.8K | 0.14% | −101−0.6% | Reduced |
| Eisler Capital (US) LLC | 18,010 | $748.0K | 0.14% | +18,010 | New |
| Old North State Trust, LLC | 17,973 | $746.0K | 0.64% | −138−0.8% | Reduced |
| Cetera Trust Company, N.A | 17,927 | $744.5K | 0.47% | −2,165−10.8% | Reduced |
| Citizens & Northern Corp | 17,881 | $742.6K | 0.23% | −813−4.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,856 | $741.6K | 0.08% | −952−5.1% | Reduced |
| Letson Investment Management, Inc. | 17,851 | $741.4K | 0.33% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,846 | $741.1K | 0.31% | +117+0.7% | Added |
| Atlas Brown,Inc. | 17,824 | $740.2K | 0.27% | +29+0.2% | Added |
| Journey Advisory Group, LLC | 17,821 | $740.1K | 0.09% | −9,625−35.1% | Reduced |
| Bank of Hawaii | 17,666 | $733.7K | 0.03% | −243−1.4% | Reduced |
| Alta Wealth Advisors LLC | 17,632 | $732.3K | 0.37% | −49−0.3% | Reduced |
| Main Street Research LLC | 17,632 | $732.2K | 0.05% | −986−5.3% | Reduced |
| Lansing Street Advisors | 17,482 | $726.0K | 0.30% | +184+1.1% | Added |
| Cidel Asset Management Inc | 17,401 | $722.7K | 0.06% | +3,250+23.0% | Added |
| 9258 Wealth Management, LLC | 17,396 | $722.4K | 0.11% | −2,802−13.9% | Reduced |
| Aptus Capital Advisors, LLC | 17,317 | $719.1K | 0.01% | +559+3.3% | Added |
| Newman Dignan & Sheerar, Inc. | 17,258 | $716.7K | 0.18% | −3,137−15.4% | Reduced |
| Gries Financial LLC | 17,148 | $712.2K | 0.15% | −50,969−74.8% | Reduced |
| Eads & Heald Wealth Management | 17,148 | $712.0K | 0.34% | −3,383−16.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,103 | $710.3K | 0.16% | −1,087−6.0% | Reduced |
| Cornerstone Wealth Management, LLC | 17,093 | $709.9K | 0.05% | +1,701+11.1% | Added |
| Fountainhead AM, LLC | 17,026 | $707.1K | 0.17% | +228+1.4% | Added |
| NorthRock Partners, LLC | 17,023 | $707.0K | 0.03% | +1,486+9.6% | Added |
| LGT Fund Management Co Ltd. | 17,018 | $706.8K | 0.09% | +17,018 | New |
| Perkins Capital Management Inc | 16,991 | $706.0K | 0.67% | +350+2.1% | Added |
| First County Bank | 16,992 | $705.7K | 0.36% | −1,169−6.4% | Reduced |
| GAMMA Investing LLC | 16,976 | $705.0K | 0.10% | −448−2.6% | Reduced |
| Smithfield Trust Co | 17,005 | $705.0K | 0.04% | −2,993−15.0% | Reduced |
| Garrison Point Advisors, LLC | 16,866 | $700.4K | 0.46% | −604−3.5% | Reduced |
| United Bank | 16,866 | $700.4K | 0.35% | +1,413+9.1% | Added |
| Edgestream Partners, L.P. | 16,770 | $696.5K | 0.03% | −93,838−84.8% | Reduced |
| Calamos Wealth Management LLC | 16,770 | $696.5K | 0.04% | +1,149+7.4% | Added |
| Donoghue Forlines LLC | 16,746 | $695.5K | 0.20% | +2,262+15.6% | Added |
| Procyon Private Wealth Partners, LLC | 16,665 | $692.1K | 0.05% | +1,858+12.5% | Added |
| Stonebrook Private Inc. | 16,663 | $692.0K | 0.20% | −4,807−22.4% | Reduced |
| Van Strum & Towne Inc. | 16,642 | $691.1K | 0.25% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 16,622 | $690.3K | 0.44% | +16,622 | New |
| Greenleaf Trust | 16,600 | $689.4K | 0.01% | −17,143−50.8% | Reduced |
| Financial Advocates Investment Management | 16,583 | $688.7K | 0.04% | −2,825−14.6% | Reduced |
| Strategy Asset Managers LLC | 10,744 | $687.1K | 0.15% | +10,744 | New |
| Strategic Blueprint, LLC | 16,496 | $685.1K | 0.05% | −797−4.6% | Reduced |
| Van Cleef Asset Management,Inc | 16,429 | $682.3K | 0.09% | −799−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 16,677 | $679.6K | 0.11% | −526−3.1% | Reduced |
| Delta Financial Advisors LLC | 16,357 | $679.3K | 0.26% | −960−5.5% | Reduced |
| Meeder Asset Management Inc | 16,343 | $678.7K | 0.05% | −113,460−87.4% | Reduced |
| Welch Group, LLC | 16,337 | $678.5K | 0.03% | −345−2.1% | Reduced |
| Hengehold Capital Management LLC | 16,326 | $678.0K | 0.07% | −50.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 16,292 | $676.6K | 0.11% | +640+4.1% | Added |
| Hoylecohen, LLC | 16,279 | $676.0K | 0.05% | +201+1.3% | Added |
| Fruth Investment Management | 16,280 | $676.0K | 0.18% | −150−0.9% | Reduced |
| Clarius Group, LLC | 16,235 | $674.2K | 0.05% | +8,061+98.6% | Added |
| Baxter Bros Inc | 16,204 | $673.0K | 0.09% | −1,254−7.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,197 | $672.7K | 0.02% | −15,055−48.2% | Reduced |
| Opinicus Capital, Inc. | 16,040 | $666.1K | 0.56% | +2,441+17.9% | Added |
| Triumph Capital Management | 16,026 | $665.6K | 0.26% | +1,865+13.2% | Added |
| Mill Creek Capital Advisors, LLC | 16,023 | $665.4K | 0.02% | +464+3.0% | Added |
| First National Bank of Omaha | 16,021 | $665.4K | 0.04% | +16,021 | New |
| Black Maple Capital Management LP | 16,000 | $664.5K | 0.49% | 00.0% | Unchanged |
| Optimum Investment Advisors | 15,925 | $661.4K | 0.30% | −438−2.7% | Reduced |
| Chicago Trust Co NA | 15,890 | $659.9K | 0.13% | −1,805−10.2% | Reduced |
| Marcum Wealth, LLC | 15,834 | $657.6K | 0.07% | +2,466+18.4% | Added |
| Essex Savings Bank | 15,751 | $654.0K | 0.18% | −768−4.6% | Reduced |
| Woodmont Investment Counsel LLC | 15,689 | $651.6K | 0.05% | −1,230−7.3% | Reduced |
| Parkside Financial Bank & Trust | 15,656 | $650.2K | 0.10% | −181−1.1% | Reduced |
| Anchor Investment Management, LLC | 15,650 | $650.0K | 0.07% | −605−3.7% | Reduced |
| Spirit of America Management Corp | 15,650 | $649.9K | 0.13% | −1,000−6.0% | Reduced |
| Verity Asset Management, Inc. | 15,648 | $649.9K | 0.25% | +9,436+151.9% | Added |
| Reuter James Wealth Management, LLC | 15,626 | $648.9K | 0.48% | +5,219+50.1% | Added |
| SeaCrest Wealth Management, LLC | 15,598 | $647.8K | 0.07% | −219−1.4% | Reduced |
| Good Life Advisors, LLC | 15,573 | $646.8K | 0.05% | −220−1.4% | Reduced |
| Midland Wealth Advisors LLC | 15,547 | $645.7K | 0.04% | −877−5.3% | Reduced |
| Westhampton Capital, LLC | 15,517 | $644.4K | 0.35% | +5,850+60.5% | Added |