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 |
|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 45,339 | $1.88M | 0.57% | +7,465+19.7% | Added |
| Canandaigua National Bank & Trust Co | 45,234 | $1.88M | 0.20% | −7,048−13.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 45,206 | $1.88M | 0.03% | +10,209+29.2% | Added |
| Investment Management Corp of Ontario | 45,167 | $1.88M | 0.05% | −115,871−72.0% | Reduced |
| Birmingham Capital Management Co Inc | 45,141 | $1.87M | 0.73% | +1,416+3.2% | Added |
| Horizon Kinetics Asset Management LLC | 45,018 | $1.87M | 0.03% | +1,530+3.5% | Added |
| Jones Financial Companies LLLP | 45,010 | $1.87M | 0.00% | +23,843+112.6% | Added |
| Janney Capital Management LLC | 44,831 | $1.86M | 0.13% | −2,742−5.8% | Reduced |
| CAPROCK Group, Inc. | 44,767 | $1.86M | 0.08% | +16,069+56.0% | Added |
| Lighthouse Investment Partners, LLC | 44,726 | $1.86M | 0.10% | −64,343−59.0% | Reduced |
| Slagle Financial, LLC | 44,642 | $1.85M | 0.95% | +3,612+8.8% | Added |
| Wealthcare Advisory Partners LLC | 44,556 | $1.85M | 0.06% | +6,015+15.6% | Added |
| Wealth Alliance | 44,503 | $1.85M | 0.24% | +5,390+13.8% | Added |
| Bahl & Gaynor Inc | 44,454 | $1.85M | 0.01% | −114−0.3% | Reduced |
| Park Avenue Securities LLC | 44,443 | $1.85M | 0.02% | −8,068−15.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 44,322 | $1.84M | 0.14% | +827+1.9% | Added |
| Simmons Bank | 44,267 | $1.84M | 0.14% | −1,225−2.7% | Reduced |
| Kerusso Capital Management LLC | 44,248 | $1.84M | 1.33% | +44,248 | New |
| Independent Advisor Alliance | 44,065 | $1.83M | 0.06% | −2,876−6.1% | Reduced |
| Courier Capital LLC | 44,020 | $1.83M | 0.15% | −610−1.4% | Reduced |
| Exchange Capital Management, Inc. | 43,919 | $1.82M | 0.30% | +8,784+25.0% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $1.82M | 0.23% | 00.0% | Unchanged |
| Wintrust Investments LLC | 43,785 | $1.82M | 0.15% | +4,133+10.4% | Added |
| Leelyn Smith, LLC | 43,507 | $1.81M | 0.35% | +4,982+12.9% | Added |
| LMG Wealth Partners, LLC | 43,298 | $1.80M | 0.45% | +3,950+10.0% | Added |
| International Assets Investment Management, LLC | 43,171 | $1.79M | 0.17% | +2,242+5.5% | Added |
| Zuckerman Investment Group, LLC | 43,140 | $1.79M | 0.21% | +30,000+228.3% | Added |
| Rothschild Investment LLC | 42,904 | $1.78M | 0.12% | −17,317−28.8% | Reduced |
| Bangor Savings Bank | 42,893 | $1.78M | 0.18% | −4,697−9.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 42,764 | $1.78M | 0.16% | −2,983−6.5% | Reduced |
| Virtus Family Office LLC | 42,709 | $1.77M | 2.42% | +42,709 | New |
| AIA Group Ltd | 42,681 | $1.77M | 0.05% | −45,087−51.4% | Reduced |
| Boyd Watterson Asset Management LLC | 42,570 | $1.77M | 0.50% | −155−0.4% | Reduced |
| Carlson Capital L P | 42,500 | $1.77M | 0.28% | +27,500+183.3% | Added |
| Choate Investment Advisors | 42,406 | $1.76M | 0.05% | −2,657−5.9% | Reduced |
| Atom Investors LP | 42,400 | $1.76M | 0.18% | +36,849+663.8% | Added |
| iA Global Asset Management Inc. | 42,357 | $1.76M | 0.03% | −72,216−63.0% | Reduced |
| Pettee Investors, Inc. | 42,123 | $1.75M | 0.84% | −26,352−38.5% | Reduced |
| Trust Co of Vermont | 42,110 | $1.75M | 0.10% | −8,803−17.3% | Reduced |
| V-Square Quantitative Management LLC | 42,052 | $1.75M | 0.28% | −193−0.5% | Reduced |
| Barbara Oil Co. | 42,000 | $1.74M | 0.76% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 41,946 | $1.74M | 0.80% | +41,946 | New |
| Charter Research & Investment Group, Inc. | 41,873 | $1.74M | 1.37% | −735−1.7% | Reduced |
| Frank, Rimerman Advisors LLC | 41,819 | $1.74M | 0.12% | +41,707+37,238.4% | Added |
| Northeast Financial Consultants Inc | 41,805 | $1.74M | 0.08% | −3,575−7.9% | Reduced |
| Profund Advisors LLC | 41,794 | $1.74M | 0.06% | −648−1.5% | Reduced |
| Petredis Investment Advisors LLC | 41,673 | $1.73M | 0.19% | −567−1.3% | Reduced |
| Fred Alger Management, LLC | 41,496 | $1.72M | 0.01% | +3,726+9.9% | Added |
| Flagship Harbor Advisors, LLC | 41,209 | $1.71M | 0.10% | +7,052+20.6% | Added |
| Edmp, Inc. | 41,190 | $1.71M | 1.55% | −2,143−4.9% | Reduced |
| Clarkston Capital Partners, LLC | 41,000 | $1.70M | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 41,003 | $1.70M | 0.38% | +3,365+8.9% | Added |
| Quest Partners LLC | 40,878 | $1.70M | 0.23% | +40,742+29,957.4% | Added |
| Stokes Family Office, LLC | 40,869 | $1.70M | 0.20% | −356−0.9% | Reduced |
| BDF-Gestion | 40,742 | $1.69M | 0.16% | +40,742 | New |
| Chemung Canal Trust Co | 40,470 | $1.68M | 0.33% | −542−1.3% | Reduced |
| Charter Trust Co | 40,462 | $1.68M | 0.11% | −1,901−4.5% | Reduced |
| Caldwell Trust Co | 40,398 | $1.68M | 0.19% | −740−1.8% | Reduced |
| Donaldson Capital Management, LLC | 40,397 | $1.68M | 0.07% | −599,458−93.7% | Reduced |
| Perigon Wealth Management, LLC | 40,388 | $1.68M | 0.05% | −1,751−4.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 40,169 | $1.67M | 0.73% | +3,626+9.9% | Added |
| Alaska Permanent Fund Corp | 34,971 | $1.66M | 0.02% | −92,024−72.5% | Reduced |
| Quattro Financial Advisors LLC | 40,000 | $1.66M | 0.43% | −5,000−11.1% | Reduced |
| Brinker Capital Investments, LLC | 39,817 | $1.65M | 0.02% | −3,543−8.2% | Reduced |
| Orion Portfolio Solutions, LLC | 39,817 | $1.65M | 0.02% | −3,543−8.2% | Reduced |
| Logan Capital Management Inc | 39,786 | $1.65M | 0.07% | −5,382−11.9% | Reduced |
| Evercore Wealth Management, LLC | 39,464 | $1.64M | 0.03% | −12,211−23.6% | Reduced |
| Shayne & Co., LLC | 39,417 | $1.64M | 0.45% | +29,573+300.4% | Added |
| EP Wealth Advisors, LLC | 39,416 | $1.64M | 0.02% | −7,961−16.8% | Reduced |
| Old Port Advisors | 39,362 | $1.63M | 0.49% | −128−0.3% | Reduced |
| AlphaMark Advisors, LLC | 39,266 | $1.63M | 0.57% | +16,661+73.7% | Added |
| Kanawha Capital Management LLC | 39,008 | $1.62M | 0.13% | −11,745−23.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 38,956 | $1.62M | 0.02% | −125,153−76.3% | Reduced |
| Holderness Investments Co | 38,932 | $1.62M | 0.38% | −5,484−12.3% | Reduced |
| Bragg Financial Advisors, Inc | 38,923 | $1.62M | 0.07% | −1,653−4.1% | Reduced |
| LaFleur & Godfrey LLC | 38,842 | $1.61M | 0.24% | −12,648−24.6% | Reduced |
| Buckingham Strategic Partners | 38,783 | $1.61M | 0.04% | +555+1.5% | Added |
| Hedges Asset Management LLC | 38,600 | $1.60M | 1.15% | +14,650+61.2% | Added |
| Bradley Foster & Sargent Inc | 38,356 | $1.59M | 0.03% | −23,212−37.7% | Reduced |
| Wetherby Asset Management Inc | 38,327 | $1.59M | 0.08% | −12,911−25.2% | Reduced |
| Ancora Advisors, LLC | 38,316 | $1.59M | 0.04% | −2,622−6.4% | Reduced |
| RTD Financial Advisors, Inc. | 38,031 | $1.58M | 0.21% | +38,031 | New |
| Peak Asset Management, LLC | 38,014 | $1.58M | 0.31% | −1,740−4.4% | Reduced |
| Bleakley Financial Group, LLC | 37,926 | $1.58M | 0.05% | −25,392−40.1% | Reduced |
| Simplicity Wealth,LLC | 37,880 | $1.57M | 0.04% | −25,311−40.1% | Reduced |
| Rathbone Brothers plc | 37,853 | $1.57M | 0.01% | −2,297−5.7% | Reduced |
| Occudo Quantitative Strategies LP | 37,843 | $1.57M | 0.28% | +37,843 | New |
| Eley Financial Management, Inc | 37,829 | $1.57M | 0.67% | −1,241−3.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 37,652 | $1.56M | 0.03% | −4,364−10.4% | Reduced |
| Sigma Investment Counselors Inc | 37,544 | $1.56M | 0.10% | −31,702−45.8% | Reduced |
| Iowa State Bank | 37,531 | $1.56M | 0.34% | −2,424−6.1% | Reduced |
| Private Trust Co NA | 37,479 | $1.56M | 0.17% | −3,173−7.8% | Reduced |
| Hills Bank & Trust Co | 37,466 | $1.56M | 0.13% | −264−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,382 | $1.55M | 0.13% | +24,403+188.0% | Added |
| TCW Group Inc | 37,282 | $1.55M | 0.01% | +374+1.0% | Added |
| Pensionmark Financial Group, LLC | 37,152 | $1.54M | 0.10% | +33,794+1,006.4% | Added |
| Moneta Group Investment Advisors LLC | 37,121 | $1.54M | 0.02% | +6,075+19.6% | Added |
| Selway Asset Management | 36,931 | $1.53M | 0.63% | −3,035−7.6% | Reduced |
| Farther Finance Advisors, LLC | 37,136 | $1.53M | 0.07% | +772+2.1% | Added |
| Marco Investment Management LLC | 36,888 | $1.53M | 0.14% | +50+0.1% | Added |