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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; 2,530 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, Q3 2024

Institutional positions in Bristol Myers Squibb Co as of Sep 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
2,268
+138 vs. Q2 2024
Shares held
1.55B
+173.8M (+12.6%) vs. Q2 2024
Total value
$80.0B
+$22.9B (+40.1%) vs. Q2 2024
New holders
269
821 more added
Sold out
131
933 more reduced

26 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 2,268 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ3 2024: $80.0B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2024.

Institutions holding BMY in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wiser Advisor Group LLC1$550.00%−1−50.0%Reduced
Lowe Wealth Advisors, LLC10$5170.00%00.0%Unchanged
REAP Financial Group, LLC11$5790.00%00.0%Unchanged
Mattson Financial Services, LLC22$9140.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.18$9320.00%+11+157.1%Added
WestEnd Advisors, LLC23$1.19K0.00%−2−8.0%Reduced
Fairfield Financial Advisors, LTD30$1.55K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC30$1.55K0.00%00.0%Unchanged
JDM Financial Group LLC30$1.55K0.00%+30New
Perkins Coie Trust Co32$1.66K0.00%00.0%Unchanged
NVWM, LLC32$1.66K0.00%+10+45.5%Added
Legacy Investment Solutions, LLC30$1.75K0.00%+30New
Legacy Wealth Managment, LLC30$1.75K0.00%+30New
Rocky Mountain Advisers, LLC37$1.91K0.00%00.0%Unchanged
Painted Porch Advisors LLC38$1.97K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc44$2.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC50$2.00K0.00%+50New
CBIZ Investment Advisory Services, LLC40$2.11K0.00%+10+33.3%Added
New Millennium Group LLC42$2.20K0.00%00.0%Unchanged
Horizon Financial Services, LLC50$2.59K0.00%00.0%Unchanged
Costello Asset Management, INC50$2.59K0.00%00.0%Unchanged
Hoese & Co LLP50$2.59K0.00%+50New
PayPay Securities Corp55$2.85K0.25%−4−6.8%Reduced
Signature Resources Capital Management, LLC57$2.95K0.00%00.0%Unchanged
FNY Investment Advisers, LLC70$3.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC60$3.00K0.00%00.0%Unchanged
MRP Capital Investments, LLC58$3.00K0.00%+58New
Northwest Financial Advisors65$3.36K0.00%+65New
Winch Advisory Services, LLC72$3.73K0.00%+1+1.4%Added
WealthCollab, LLC79$4.09K0.00%−282−78.1%Reduced
Roble, Belko & Company, Inc100$5.00K0.00%00.0%Unchanged
VitalStone Financial, LLC98$5.07K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC100$5.17K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.100$5.17K0.00%+100New
General Partner, Inc.101$5.23K0.00%00.0%Unchanged
Gould Capital, LLC101$5.24K0.00%+1+1.0%Added
Semmax Financial Advisors Inc.90$5.30K0.00%+1+1.1%Added
Caitlin John, LLC93$5.41K0.00%−127−57.7%Reduced
Oliver Lagore Vanvalin Investment Group105$5.43K0.00%00.0%Unchanged
Mendota Financial Group, LLC106$5.49K0.00%+6+6.0%Added
Creekmur Asset Management LLC118$6.10K0.00%+2+1.7%Added
Kozak & Associates, Inc.115$6.12K0.00%+2+1.8%Added
Annapolis Financial Services, LLC123$6.37K0.00%+17+16.0%Added
Financial Avengers, Inc.130$6.71K0.00%+2+1.6%Added
Moser Wealth Advisors, LLC135$6.99K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC137$7.08K0.00%−173−55.8%Reduced
Red Tortoise LLC138$7.14K0.00%−400−74.3%Reduced
Tucker Asset Management LLC140$7.24K0.00%−18−11.4%Reduced
Iron Horse Wealth Management, LLC148$7.66K0.00%+35+31.0%Added
MeadowBrook Investment Advisors LLC150$7.76K0.01%00.0%Unchanged
Avion Wealth171$8.00K0.00%−3,354−95.1%Reduced
Winthrop Capital Management, LLC152$8.00K0.00%+152New
Anfield Capital Management, LLC160$8.28K0.00%+75+88.2%Added
Pathway Financial Advisers, LLC431,112$8.33K0.00%+429,992+38,392.1%Added
Insight Financial Services167$8.64K0.01%00.0%Unchanged
Tanaka Capital Management Inc166$9.00K0.02%−320−65.8%Reduced
Morton Brown Family Wealth, LLC175$9.05K0.00%+75+75.0%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna182$9.42K0.00%+182New
Transcendent Capital Group LLC192$9.93K0.01%+192New
Christopher J. Hasenberg, Inc190$9.97K0.00%00.0%Unchanged
Ogorek Anthony Joseph196$10.0K0.00%−200−50.5%Reduced
DiNuzzo Private Wealth, Inc.194$10.0K0.00%+5+2.6%Added
Global Wealth Strategies & Associates200$10.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC200$10.3K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$10.3K0.01%+200New
Highline Wealth Partners LLC202$10.4K0.00%+41+25.5%Added
Missouri Trust & Investment Co230$11.9K0.00%+100+76.9%Added
Brown Shipley& Co Ltd235$12.2K0.01%00.0%Unchanged
Dogwood Wealth Management LLC237$12.3K0.01%+3+1.3%Added
Hoey Investments, Inc300$12.5K0.00%00.0%Unchanged
First Community Trust NA261$13.5K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC261$13.9K0.01%+3+1.2%Added
Arlington Trust Co LLC274$14.2K0.00%−1,582−85.2%Reduced
Claris Advisors, LLC278$14.4K0.01%+278New
Hobbs Group Advisors, LLC281$14.5K0.01%−1−0.4%Reduced
Strengthening Families & Communities, LLC284$14.7K0.00%+3+1.1%Added
Live Oak Investment Partners–$14.7K0.01%––
Golden State Equity Partners290$15.0K0.00%+290New
Pineridge Advisors LLC292$15.1K0.01%00.0%Unchanged
BFSG, LLC295$15.3K0.00%−425−59.0%Reduced
Vermillion & White Wealth Management Group, LLC315$16.3K0.01%−90−22.2%Reduced
Old Second National Bank of Aurora318$16.5K0.00%00.0%Unchanged
IAG Wealth Partners, LLC335$17.3K0.00%−79−19.1%Reduced
JCIC Asset Management Inc.340$17.6K0.01%00.0%Unchanged
Peterson Financial Group, Inc.348$18.0K0.07%+348New
RE Dickinson Investment Advisors, LLC350$18.1K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC358$18.5K0.03%00.0%Unchanged
Frazier Financial Advisors, LLC362$18.7K0.01%−255−41.3%Reduced
Centerpoint Advisors, LLC375$19.0K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.375$19.4K0.01%+1+0.3%Added
Financial Management Professionals, Inc.384$20.0K0.00%+71+22.7%Added
Financial Freedom, LLC391$20.2K0.01%00.0%Unchanged
Abound Wealth Management395$20.4K0.01%+32+8.8%Added
Kiely Wealth Advisory Group, Inc.344$20.4K0.01%00.0%Unchanged
Kessler Investment Group, LLC400$20.7K0.01%00.0%Unchanged
Northwest Capital Management Inc400$20.7K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.400$20.7K0.00%+400New
New Potomac Partners, LLC400$20.7K0.01%+400New
Burkett Financial Services, LLC412$21.3K0.01%−189−31.4%Reduced
Beaird Harris Wealth Management, LLC427$22.1K0.00%−593−58.1%Reduced