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 |
|---|---|---|---|---|---|
| Mechanics Bank Trust Department | 64,844 | $2.69M | 0.39% | −4,887−7.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,510 | $2.68M | 0.07% | −56−0.1% | Reduced |
| Quilter Plc | 64,296 | $2.67M | 0.06% | −328−0.5% | Reduced |
| Argyle Capital Management Inc. | 64,067 | $2.66M | 1.09% | −1,385−2.1% | Reduced |
| Congress Wealth Management LLC | 63,618 | $2.64M | 0.04% | +51,698+433.7% | Added |
| Summit Global Investments | 63,194 | $2.62M | 0.18% | +33,359+111.8% | Added |
| Quintet Private Bank (Europe) S.A. | 55,088 | $2.62M | 0.15% | −318,437−85.3% | Reduced |
| Allworth Financial LP | 60,937 | $2.60M | 0.02% | +23,405+62.4% | Added |
| WBI Investments | 61,844 | $2.57M | 0.62% | +9,801+18.8% | Added |
| Diversified Trust Co | 61,723 | $2.56M | 0.07% | −9,743−13.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 61,564 | $2.56M | 0.26% | +7,149+13.1% | Added |
| Ieq Capital, LLC | 61,527 | $2.56M | 0.03% | −8,957−12.7% | Reduced |
| Integrated Wealth Concepts LLC | 61,121 | $2.54M | 0.03% | +3,994+7.0% | Added |
| Guyasuta Investment Advisors Inc | 49,450 | $2.54M | 0.19% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 60,920 | $2.53M | 0.12% | +2,684+4.6% | Added |
| Twin Capital Management Inc | 60,769 | $2.52M | 0.30% | −18,087−22.9% | Reduced |
| Keene & Associates, Inc. | 60,313 | $2.50M | 2.04% | +1,249+2.1% | Added |
| Wedbush Securities Inc | 60,114 | $2.50M | 0.09% | +1,424+2.4% | Added |
| Woodstock Corp | 60,022 | $2.49M | 0.25% | −19,168−24.2% | Reduced |
| American Financial Group Inc | 60,000 | $2.49M | 1.07% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 60,000 | $2.49M | 1.59% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $2.48M | 0.02% | 00.0% | Unchanged |
| Ar Asset Management Inc | 59,774 | $2.48M | 0.60% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 59,578 | $2.47M | 0.06% | −530,950−89.9% | Reduced |
| Scott & Selber, Inc. | 58,706 | $2.44M | 0.78% | −24,551−29.5% | Reduced |
| EagleClaw Capital Managment, LLC | 58,668 | $2.44M | 0.44% | −700−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 58,464 | $2.43M | 0.40% | −3,364−5.4% | Reduced |
| Roanoke Asset Management Corp | 58,464 | $2.43M | 0.80% | −775−1.3% | Reduced |
| Royal Fund Management, LLC | 57,408 | $2.40M | 0.32% | −5,848−9.2% | Reduced |
| Clark Estates Inc | 57,700 | $2.40M | 0.45% | −2,200−3.7% | Reduced |
| First Interstate Bank | 57,625 | $2.39M | 0.16% | −1,977−3.3% | Reduced |
| Trustmark National Bank Trust Department | 57,591 | $2.39M | 0.19% | −8,511−12.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 57,442 | $2.39M | 0.08% | +33,586+140.8% | Added |
| Ferguson Wellman Capital Management, Inc | 57,284 | $2.38M | 0.05% | −2,346−3.9% | Reduced |
| Lipe & Dalton | 57,151 | $2.37M | 1.28% | −1,530−2.6% | Reduced |
| PFG Investments, LLC | 56,995 | $2.37M | 0.17% | −16,080−22.0% | Reduced |
| Assenagon Asset Management S.A. | 56,946 | $2.36M | 0.01% | −43,876−43.5% | Reduced |
| Resources Management Corp | 56,822 | $2.36M | 0.34% | −2,260−3.8% | Reduced |
| Lecap Asset Management Ltd | 56,787 | $2.36M | 0.51% | +15,036+36.0% | Added |
| Employees Retirement System of Texas | 56,602 | $2.35M | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 56,462 | $2.34M | 0.04% | −40,888−42.0% | Reduced |
| IHT Wealth Management, LLC | 56,179 | $2.34M | 0.09% | +2,957+5.6% | Added |
| Dakota Wealth Management | 56,165 | $2.33M | 0.06% | +9,748+21.0% | Added |
| Capital International Sarl | 56,137 | $2.33M | 0.07% | −336,680−85.7% | Reduced |
| Carret Asset Management, LLC | 55,747 | $2.32M | 0.27% | −870−1.5% | Reduced |
| Poehling Capital Management, LLC | 55,680 | $2.31M | 0.63% | −33,890−37.8% | Reduced |
| Sage Capital Advisors,llc | 55,407 | $2.30M | 0.66% | −2,406−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 55,336 | $2.30M | 0.08% | +338+0.6% | Added |
| Hunter Perkins Capital Management, LLC | 55,025 | $2.29M | 0.48% | −950−1.7% | Reduced |
| LGT Group Foundation | 55,008 | $2.28M | 0.04% | −60,907−52.5% | Reduced |
| Inlet Private Wealth, LLC | 54,891 | $2.28M | 0.62% | −750−1.3% | Reduced |
| SFE Investment Counsel | 54,556 | $2.27M | 0.50% | −5,535−9.2% | Reduced |
| Rodgers Brothers Inc. | 54,371 | $2.26M | 0.31% | +11,903+28.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,364 | $2.26M | 0.12% | −6,088−10.1% | Reduced |
| Bonness Enterprises Inc | 54,300 | $2.26M | 0.83% | 00.0% | Unchanged |
| Sippican Capital Advisors | 54,012 | $2.24M | 1.78% | +11,865+28.2% | Added |
| New England Research & Management, Inc. | 53,938 | $2.24M | 1.08% | +3,931+7.9% | Added |
| Shelter Mutual Insurance Co | 53,800 | $2.23M | 0.58% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 53,419 | $2.22M | 0.80% | +799+1.5% | Added |
| Glass Wealth Management Co LLC | 53,223 | $2.21M | 1.29% | −6,560−11.0% | Reduced |
| Townsend & Associates, Inc | 43,598 | $2.20M | 0.24% | +472+1.1% | Added |
| BigSur Wealth Management LLC | 52,930 | $2.20M | 0.67% | +30+0.1% | Added |
| Prospera Financial Services Inc | 52,339 | $2.17M | 0.06% | +11,692+28.8% | Added |
| SevenBridge Financial Group, LLC | 45,898 | $2.17M | 0.48% | −1,626−3.4% | Reduced |
| Providence Capital Advisors, LLC | 51,983 | $2.16M | 0.47% | +797+1.6% | Added |
| Axq Capital, LP | 51,983 | $2.16M | 0.50% | +51,983 | New |
| Fulton Bank, N.A. | 51,777 | $2.15M | 0.09% | −14,862−22.3% | Reduced |
| Sapient Capital LLC | 51,531 | $2.14M | 0.04% | −708−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 51,280 | $2.13M | 0.17% | +2,189+4.5% | Added |
| Toth Financial Advisory Corp | 51,258 | $2.13M | 0.27% | −5,446−9.6% | Reduced |
| Concentric Wealth Management, LLC | 51,090 | $2.12M | 0.55% | +3,133+6.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,080 | $2.12M | 0.09% | +33,469+190.0% | Added |
| Mesirow Financial Investment Management, Inc. | 50,808 | $2.11M | 0.05% | +1,882+3.8% | Added |
| Bard Financial Services, Inc. | 50,640 | $2.10M | 0.22% | −6,625−11.6% | Reduced |
| Mill Capital Management, LLC | 50,038 | $2.08M | 0.17% | −1,495−2.9% | Reduced |
| Pitcairn Co | 49,989 | $2.08M | 0.13% | +1,739+3.6% | Added |
| Resources Investment Advisors, LLC. | 49,696 | $2.06M | 0.03% | +13,015+35.5% | Added |
| Berkeley Capital Partners, LLC | 49,369 | $2.05M | 0.62% | +8,626+21.2% | Added |
| Tokio Marine Asset Management Co Ltd | 48,999 | $2.03M | 0.10% | +1,802+3.8% | Added |
| Savant Capital, LLC | 48,937 | $2.03M | 0.02% | −27,188−35.7% | Reduced |
| Empowered Funds, LLC | 48,823 | $2.03M | 0.04% | −159,613−76.6% | Reduced |
| Summit Trail Advisors, LLC | 48,579 | $2.02M | 0.05% | +32,236+197.2% | Added |
| Duncker Streett & Co Inc | 48,268 | $2.00M | 0.39% | −3,895−7.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 48,181 | $2.00M | 0.33% | −1,199−2.4% | Reduced |
| Camden Capital, LLC | 47,775 | $1.98M | 0.16% | +4,841+11.3% | Added |
| Arkadios Wealth Advisors | 47,731 | $1.98M | 0.13% | +10,110+26.9% | Added |
| First Hawaiian Bank | 47,572 | $1.98M | 0.07% | −15,459−24.5% | Reduced |
| Neville Rodie & Shaw Inc | 47,489 | $1.97M | 0.15% | −52,032−52.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 47,414 | $1.97M | 0.20% | −11,913−20.1% | Reduced |
| Capital Asset Advisory Services LLC | 48,025 | $1.96M | 0.11% | +9,216+23.7% | Added |
| Freestone Capital Holdings, LLC | 47,132 | $1.96M | 0.07% | −9,454−16.7% | Reduced |
| SS&H Financial Advisors, Inc. | 47,125 | $1.96M | 0.76% | −1,000−2.1% | Reduced |
| Kendall Capital Management | 46,942 | $1.95M | 0.65% | −1,542−3.2% | Reduced |
| Sigma Planning Corp | 46,560 | $1.93M | 0.06% | −7,996−14.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 46,466 | $1.93M | 0.02% | −3,009−6.1% | Reduced |
| Mirador Capital Partners LP | 46,415 | $1.93M | 0.36% | +931+2.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,167 | $1.92M | 0.11% | +46,167 | New |
| Wells Trecaso Financial Group, LLC | 45,732 | $1.90M | 0.66% | −1,915−4.0% | Reduced |
| New England Asset Management Inc | 45,441 | $1.89M | 0.31% | −1,235−2.6% | Reduced |
| Investment House LLC | 45,395 | $1.89M | 0.11% | +12,825+39.4% | Added |