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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 36,826 | $1.53M | 0.10% | −420−1.1% | Reduced |
| Partnership Wealth Management, LLC | 36,718 | $1.52M | 1.13% | −9,888−21.2% | Reduced |
| Country Club Bank | 36,469 | $1.51M | 0.11% | +608+1.7% | Added |
| Cacti Asset Management LLC | 36,450 | $1.51M | 0.12% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 36,299 | $1.51M | 0.27% | +117+0.3% | Added |
| Legato Capital Management LLC | 36,257 | $1.51M | 0.20% | −16,614−31.4% | Reduced |
| Wellington Shields & Co., LLC | 35,979 | $1.49M | 0.49% | +746+2.1% | Added |
| Regal Investment Advisors LLC | 35,976 | $1.49M | 0.10% | +10,217+39.7% | Added |
| Gifford Fong Associates | 35,899 | $1.49M | 0.40% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 35,755 | $1.48M | 1.41% | +15,234+74.2% | Added |
| Eqis Capital Management, Inc. | 35,692 | $1.48M | 0.12% | +16,179+82.9% | Added |
| Ballentine Partners, LLC | 35,646 | $1.48M | 0.03% | −11,745−24.8% | Reduced |
| Burns J W & Co Inc | 35,578 | $1.48M | 0.20% | −4,898−12.1% | Reduced |
| Salem Investment Counselors Inc | 35,514 | $1.47M | 0.05% | −40,854−53.5% | Reduced |
| Arvest Trust Co N A | 35,482 | $1.47M | 0.09% | −2,691−7.0% | Reduced |
| AdvisorNet Financial, Inc | 35,452 | $1.47M | 0.13% | +2,073+6.2% | Added |
| Citizens Financial Group Inc | 35,203 | $1.46M | 0.03% | +8,070+29.7% | Added |
| E. Ohman J:or Asset Management AB | 35,200 | $1.46M | 0.04% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 35,192 | $1.46M | 0.26% | −29,735−45.8% | Reduced |
| Evergreen Capital Management LLC | 35,081 | $1.46M | 0.05% | −200,939−85.1% | Reduced |
| Silvant Capital Management LLC | 35,040 | $1.46M | 0.06% | −420−1.2% | Reduced |
| Factorial Partners, LLC | 35,000 | $1.45M | 0.89% | −6,000−14.6% | Reduced |
| Trust Co of Toledo NA | 34,970 | $1.45M | 0.21% | +147+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 34,964 | $1.45M | 0.06% | −929−2.6% | Reduced |
| Eisler Capital (UK) Ltd. | 34,919 | $1.45M | 0.47% | +25,898+287.1% | Added |
| Cypress Capital, LLC | 34,881 | $1.45M | 0.40% | +1,234+3.7% | Added |
| Sompo Asset Management Co., Ltd. | 34,640 | $1.44M | 0.24% | −2,900−7.7% | Reduced |
| Richard P Slaughter Associates Inc | 34,564 | $1.44M | 0.34% | +4,047+13.3% | Added |
| Herold Advisors, Inc. | 34,442 | $1.43M | 0.33% | +1,529+4.6% | Added |
| Machina Capital S.A.S. | 34,214 | $1.42M | 0.64% | +5,385+18.7% | Added |
| Harbour Investment Management LLC | 34,185 | $1.42M | 0.66% | +915+2.8% | Added |
| Ridgewood Investments LLC | 34,092 | $1.42M | 0.71% | +2,911+9.3% | Added |
| Beddow Capital Management Inc | 34,055 | $1.41M | 0.62% | +1,400+4.3% | Added |
| Applied Finance Capital Management, LLC | 33,796 | $1.40M | 0.06% | +33,796 | New |
| Vise Technologies, Inc. | 33,767 | $1.40M | 0.25% | −5,410−13.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,539 | $1.39M | 0.04% | −18,907−36.1% | Reduced |
| Amica Mutual Insurance Co | 33,522 | $1.39M | 0.14% | −17,093−33.8% | Reduced |
| NTV Asset Management LLC | 33,467 | $1.39M | 0.20% | −239−0.7% | Reduced |
| Karpas Strategies, LLC | 33,259 | $1.38M | 0.43% | +17+0.1% | Added |
| Green Square Capital Advisors LLC | 33,180 | $1.38M | 0.19% | −4,477−11.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,159 | $1.38M | 0.13% | −795−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 33,159 | $1.38M | 0.02% | −12,949−28.1% | Reduced |
| St. Louis Trust Co | 33,158 | $1.38M | 0.21% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 33,136 | $1.38M | 0.89% | −1,305−3.8% | Reduced |
| Moody National Bank Trust Division | 33,115 | $1.38M | 0.11% | +511+1.6% | Added |
| Eagle Harbor Asset Management Inc | 33,101 | $1.37M | 1.47% | +6,532+24.6% | Added |
| Tritonpoint Wealth, LLC | 33,039 | $1.37M | 0.13% | −31,518−48.8% | Reduced |
| Paradigm Asset Management Co LLC | 33,008 | $1.37M | 0.38% | −12,800−27.9% | Reduced |
| Pensionfund Sabic | 33,000 | $1.37M | 0.40% | 00.0% | Unchanged |
| Tower Bridge Advisors | 32,890 | $1.37M | 0.15% | −7,385−18.3% | Reduced |
| Kingsview Wealth Management, LLC | 32,751 | $1.36M | 0.03% | −142,928−81.4% | Reduced |
| Horizon Investments, LLC | 33,092 | $1.35M | 0.04% | −380−1.1% | Reduced |
| First Western Trust Bank | 32,595 | $1.35M | 0.06% | −743−2.2% | Reduced |
| Means Investment Co., Inc. | 32,546 | $1.35M | 0.16% | −1,331−3.9% | Reduced |
| HAP Trading, LLC | 32,509 | $1.35M | 0.59% | +12,441+62.0% | Added |
| Sanders Morris Harris LLC | 32,451 | $1.35M | 0.22% | +12,807+65.2% | Added |
| Atlantic Union Bankshares Corp | 32,290 | $1.34M | 0.08% | −2,210−6.4% | Reduced |
| Parallel Advisors, LLC | 32,283 | $1.34M | 0.03% | −273−0.8% | Reduced |
| FineMark National Bank & Trust | 32,241 | $1.34M | 0.05% | −9,131−22.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,097 | $1.33M | 0.07% | −19,210−37.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 32,049 | $1.33M | 0.06% | −843−2.6% | Reduced |
| KG&L Capital Management,LLC | 31,875 | $1.33M | 0.46% | −1,705−5.1% | Reduced |
| IFP Advisors, Inc | 31,964 | $1.33M | 0.05% | +3,546+12.5% | Added |
| Bridgeway Capital Management, LLC | 31,879 | $1.32M | 0.03% | +31,879 | New |
| Institute for Wealth Management, LLC. | 31,875 | $1.32M | 0.18% | +297+0.9% | Added |
| 1st Source Bank | 31,753 | $1.32M | 0.08% | −3,575−10.1% | Reduced |
| Plimoth Trust Co LLC | 31,654 | $1.31M | 0.35% | −23−0.1% | Reduced |
| Excalibur Management Corp | 31,641 | $1.31M | 0.54% | +6,199+24.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 31,628 | $1.31M | 0.14% | −331−1.0% | Reduced |
| HBK Sorce Advisory LLC | 31,544 | $1.31M | 0.05% | −1,034−3.2% | Reduced |
| Lee Danner & Bass Inc | 31,532 | $1.31M | 0.10% | +31,532 | New |
| Great Valley Advisor Group, Inc. | 31,499 | $1.31M | 0.04% | −61,339−66.1% | Reduced |
| Hilltop Holdings Inc. | 31,429 | $1.31M | 0.15% | +7,794+33.0% | Added |
| Intellectus Partners, LLC | 31,335 | $1.30M | 0.36% | −6,253−16.6% | Reduced |
| Palogic Value Management, L.P. | 31,201 | $1.30M | 0.55% | +284+0.9% | Added |
| Paloma Partners Management Co | 31,190 | $1.30M | 0.11% | +31,190 | New |
| Terry L. Blaker | 31,167 | $1.29M | 0.05% | +27,010+649.7% | Added |
| Alpha Omega Wealth Management LLC | 31,098 | $1.29M | 0.25% | −5,873−15.9% | Reduced |
| Dynamic Advisor Solutions LLC | 30,720 | $1.28M | 0.04% | −3,603−10.5% | Reduced |
| Keynote Financial Services LLC | 30,705 | $1.28M | 1.07% | +2,955+10.6% | Added |
| Arvest Investments, Inc. | 30,652 | $1.27M | 0.20% | −1,326−4.1% | Reduced |
| KMG Fiduciary Partners, LLC | 30,448 | $1.26M | 0.12% | +2,944+10.7% | Added |
| Providence Wealth Advisors, LLC | 30,054 | $1.26M | 1.00% | +552+1.9% | Added |
| CSS LLC | 30,300 | $1.26M | 0.09% | +16,000+111.9% | Added |
| Longbow Finance SA | 30,246 | $1.26M | 0.13% | −1,659−5.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,156 | $1.25M | 0.05% | −47,641−61.2% | Reduced |
| Smith, Moore & Co. | 30,093 | $1.25M | 0.13% | −2,060−6.4% | Reduced |
| Scientech Research LLC | 30,081 | $1.25M | 0.26% | +30,081 | New |
| Boyar Asset Management Inc. | 30,065 | $1.25M | 0.86% | −351−1.2% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.25M | 0.98% | 00.0% | Unchanged |
| Sectoral Asset Management Inc | 30,000 | $1.25M | 0.51% | +30,000 | New |
| Prio Wealth Limited Partnership | 29,973 | $1.24M | 0.04% | −856−2.8% | Reduced |
| Exchange Bank | 29,845 | $1.24M | 1.05% | −972−3.2% | Reduced |
| Coombe, Bender & Co LLC | 29,841 | $1.24M | 0.73% | −348−1.2% | Reduced |
| Hikari Power Ltd | 29,820 | $1.24M | 0.11% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 29,779 | $1.24M | 1.10% | +160+0.5% | Added |
| Raleigh Capital Management Inc. | 29,775 | $1.24M | 0.53% | +3,426+13.0% | Added |
| Cladis Investment Advisory, LLC | 29,536 | $1.23M | 0.89% | +383+1.3% | Added |
| Foster & Motley Inc | 29,508 | $1.23M | 0.08% | −831−2.7% | Reduced |
| Mairs & Power Inc | 29,382 | $1.22M | 0.01% | −17,115−36.8% | Reduced |