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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 11,161 | $577.5K | 0.05% | +3,324+42.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,216 | $580.3K | 0.29% | +582+5.5% | Added |
| Knuff & Co LLC | 11,238 | $581.5K | 0.18% | +1,350+13.7% | Added |
| Everpar Advisors LLC | 11,242 | $581.7K | 0.30% | +446+4.1% | Added |
| Juncture Wealth Strategies, LLC | 11,261 | $582.7K | 0.23% | +855+8.2% | Added |
| Checchi Capital Advisers, LLC | 11,264 | $582.8K | 0.04% | +3,025+36.7% | Added |
| Graypoint LLC | 11,293 | $584.3K | 0.04% | +2,563+29.4% | Added |
| Avestar Capital, LLC | 11,315 | $585.5K | 0.06% | +4,293+61.1% | Added |
| Eisler Capital (UK) Ltd. | 11,317 | $585.5K | 0.14% | −23,602−67.6% | Reduced |
| Roundview Capital LLC | 11,321 | $585.7K | 0.04% | −2,601−18.7% | Reduced |
| Guardian Investment Management | 11,350 | $587.2K | 0.51% | −600−5.0% | Reduced |
| Diversify Advisory Services, LLC | 11,144 | $587.9K | 0.03% | −1,291−10.4% | Reduced |
| First Financial Bank - Trust Division | 11,368 | $588.2K | 0.05% | −147−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,370 | $588.3K | 0.12% | +30.0% | Added |
| Prosperity Consulting Group, LLC | 11,410 | $590.3K | 0.05% | +3,224+39.4% | Added |
| Forum Financial Management, LP | 11,422 | $591.0K | 0.01% | +1,447+14.5% | Added |
| HCR Wealth Advisors | 11,472 | $593.6K | 0.08% | −603−5.0% | Reduced |
| Mendel Money Management | 11,496 | $594.8K | 0.26% | +577+5.3% | Added |
| Legacy Advisors, LLC | 11,512 | $595.6K | 0.06% | +1,736+17.8% | Added |
| Seelaus Asset Management LLC | 11,553 | $597.8K | 0.55% | −80−0.7% | Reduced |
| Richwood Investment Advisors, LLC | 11,598 | $600.1K | 0.50% | −719−5.8% | Reduced |
| LVW Advisors, LLC | 11,623 | $601.4K | 0.08% | −193−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 11,625 | $601.5K | 0.05% | −624−5.1% | Reduced |
| MSH Capital Advisors LLC | 11,634 | $601.9K | 0.18% | −323−2.7% | Reduced |
| Syon Capital LLC | 11,647 | $602.6K | 0.05% | +1,407+13.7% | Added |
| Park Circle Co | 11,700 | $605.4K | 0.54% | +11,700 | New |
| Stephenson National Bank & Trust | 11,753 | $608.1K | 0.19% | +262+2.3% | Added |
| Eqis Capital Management, Inc. | 11,766 | $608.8K | 0.05% | −23,926−67.0% | Reduced |
| Inscription Capital, LLC | 11,791 | $610.1K | 0.09% | −554−4.5% | Reduced |
| Alpine Bank Wealth Management | 11,792 | $610.1K | 0.10% | +11,792 | New |
| Estabrook Capital Management | 11,795 | $610.3K | 0.09% | −550−4.5% | Reduced |
| Broderick Brian C | 11,817 | $611.4K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,820 | $611.6K | 0.04% | +3,830+47.9% | Added |
| Founders Financial Securities LLC | 11,907 | $616.0K | 0.06% | −1,705−12.5% | Reduced |
| Lion Street Advisors, LLC | 11,908 | $616.2K | 0.21% | −355−2.9% | Reduced |
| High Net Worth Advisory Group LLC | 11,934 | $617.5K | 0.17% | +75+0.6% | Added |
| Cowa, LLC | 11,953 | $618.4K | 0.29% | +2,048+20.7% | Added |
| Clear Creek Financial Management, LLC | 11,963 | $619.0K | 0.07% | −392−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 11,981 | $619.9K | 0.32% | +655+5.8% | Added |
| Trust Co | 11,983 | $620.0K | 0.07% | −2,348−16.4% | Reduced |
| American Assets Inc | 12,000 | $620.9K | 0.20% | +12,000 | New |
| Waters Parkerson & Co., LLC | 12,005 | $621.0K | 0.03% | −500−4.0% | Reduced |
| Archford Capital Strategies, LLC | 11,806 | $621.8K | 0.09% | −8−0.1% | Reduced |
| SOL Capital Management CO | 12,018 | $622.0K | 0.07% | −600−4.8% | Reduced |
| KRS Capital Management, LLC | 12,041 | $623.0K | 0.45% | +1,127+10.3% | Added |
| Corton Capital Inc. | 12,062 | $624.1K | 0.30% | +12,062 | New |
| Avidian Wealth Solutions, LLC | 12,095 | $625.8K | 0.03% | −106−0.9% | Reduced |
| Phillips Wealth Planners LLC | 11,731 | $626.1K | 0.60% | +702+6.4% | Added |
| Indiana Trust & Investment Management CO | 12,109 | $626.5K | 0.21% | −1,982−14.1% | Reduced |
| Capital Investment Advisory Services, LLC | 12,110 | $626.5K | 0.06% | +1,154+10.5% | Added |
| Avaii Wealth Management, LLC | 12,120 | $627.1K | 0.32% | +1,899+18.6% | Added |
| Quest Partners LLC | 12,156 | $629.0K | 0.06% | −28,722−70.3% | Reduced |
| Strategic Blueprint, LLC | 12,182 | $630.3K | 0.04% | −4,314−26.2% | Reduced |
| Lake Street Advisors Group, LLC | 12,224 | $632.5K | 0.03% | +2,227+22.3% | Added |
| Montecito Bank & Trust | 12,224 | $632.5K | 0.11% | +323+2.7% | Added |
| Burney Co | 12,237 | $633.2K | 0.02% | −1,534−11.1% | Reduced |
| Angeles Wealth Management, LLC | 12,358 | $639.4K | 0.06% | +3,163+34.4% | Added |
| Fidelis Capital Partners, LLC | 12,081 | $641.0K | 0.08% | −987−7.6% | Reduced |
| Uncommon Cents Investing LLC | 12,400 | $641.6K | 0.18% | +305+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 12,510 | $647.3K | 0.07% | −2,916−18.9% | Reduced |
| Chicago Capital, LLC | 12,537 | $648.7K | 0.02% | −1,484−10.6% | Reduced |
| Davidson Trust Co | 12,557 | $649.7K | 0.33% | +203+1.6% | Added |
| Visionary Horizons, LLC | 12,572 | $650.5K | 0.43% | +50+0.4% | Added |
| Dempze Nancy E | 12,575 | $650.6K | 0.36% | +12,575 | New |
| Regal Investment Advisors LLC | 12,598 | $651.8K | 0.05% | −23,378−65.0% | Reduced |
| Field & Main Bank | 12,606 | $652.2K | 0.23% | −1,050−7.7% | Reduced |
| Woodmont Investment Counsel LLC | 12,615 | $652.7K | 0.05% | −3,074−19.6% | Reduced |
| Gold Investment Management Ltd. | 12,772 | $654.4K | 0.27% | +21+0.2% | Added |
| Capital Advisors Inc | 12,703 | $657.3K | 0.01% | −1,213−8.7% | Reduced |
| Waldron Private Wealth LLC | 12,728 | $658.5K | 0.03% | −998−7.3% | Reduced |
| Proequities, Inc. | 12,733 | $658.8K | 0.04% | +255+2.0% | Added |
| Modern Wealth Management, LLC | 12,751 | $659.7K | 0.04% | +12,751 | New |
| Everett Harris & Co | 12,770 | $660.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,810 | $662.8K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12,834 | $664.0K | 0.08% | +12,834 | New |
| Welch Group, LLC | 12,884 | $666.6K | 0.03% | −3,453−21.1% | Reduced |
| Nichols & Pratt Advisers LLP | 12,895 | $667.2K | 0.04% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,963 | $670.7K | 0.07% | −1,009−7.2% | Reduced |
| Colonial Trust Co | 12,995 | $672.4K | 0.10% | +2,961+29.5% | Added |
| Grandfield & Dodd, LLC | 13,019 | $673.7K | 0.04% | −65−0.5% | Reduced |
| Redwood Wealth Management Group, LLC | 13,066 | $676.0K | 0.34% | +242+1.9% | Added |
| Aull & Monroe Investment Management Corp | 13,071 | $676.3K | 0.31% | −561−4.1% | Reduced |
| Qsemble Capital Management, LP | 13,132 | $679.5K | 0.13% | −12,253−48.3% | Reduced |
| Diversify Wealth Management, LLC | 12,837 | $681.1K | 0.07% | +1,122+9.6% | Added |
| Cornerstone Wealth Group, LLC | 13,206 | $683.3K | 0.06% | −680−4.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,287 | $687.5K | 0.14% | +13,287 | New |
| Court Place Advisors, LLC | 13,303 | $688.3K | 0.20% | −600−4.3% | Reduced |
| Lebenthal Global Advisors, LLC | 13,323 | $689.3K | 0.14% | +2,178+19.5% | Added |
| Atwood & Palmer Inc | 13,328 | $689.6K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 13,362 | $691.4K | 0.20% | +4,509+50.9% | Added |
| Warren Averett Asset Management, LLC | 13,377 | $692.1K | 0.01% | +60.0% | Added |
| Vectors Research Management, LLC | 13,247 | $693.0K | 0.21% | 00.0% | Unchanged |
| City Holding Co | 13,492 | $698.1K | 0.10% | −987−6.8% | Reduced |
| Howard Capital Management Inc. | 13,533 | $700.2K | 0.01% | +13,533 | New |
| Pinnacle West Asset Management, Inc. | 13,550 | $701.0K | 0.50% | +300+2.3% | Added |
| Clarius Group, LLC | 14,132 | $713.2K | 0.05% | −2,103−13.0% | Reduced |
| Quadcap Wealth Management, LLC | 13,843 | $716.2K | 0.11% | −771−5.3% | Reduced |
| GeoWealth Management, LLC | 13,865 | $717.4K | 0.03% | +2,468+21.7% | Added |
| Cooper Financial Group | 13,873 | $717.8K | 0.09% | −4,895−26.1% | Reduced |
| Capital Analysts, LLC | 13,883 | $718.0K | 0.03% | +4,352+45.7% | Added |