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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 13,950 | $721.8K | 0.09% | −2,254−13.9% | Reduced |
| Brass Tax Wealth Management, Inc | 13,951 | $721.8K | 0.15% | +8,184+141.9% | Added |
| TCG Advisory Services, LLC | 13,963 | $722.4K | 0.03% | +1,219+9.6% | Added |
| Winning Points Advisors, LLC | 12,481 | $725.6K | 1.37% | +12,481 | New |
| Insigneo Advisory Services, LLC | 14,064 | $727.7K | 0.07% | −6,850−32.8% | Reduced |
| Smartleaf Asset Management LLC | 14,308 | $728.5K | 0.09% | −1,133−7.3% | Reduced |
| Citizens & Northern Corp | 14,094 | $729.2K | 0.22% | −3,787−21.2% | Reduced |
| Ransom Advisory, Ltd | 14,126 | $730.9K | 0.34% | −5,372−27.6% | Reduced |
| CoreCap Advisors, LLC | 14,156 | $732.4K | 0.03% | +14,156 | New |
| Bridges Investment Management Inc | 14,169 | $733.1K | 0.01% | −431−3.0% | Reduced |
| Boston Trust Walden Corp | 14,207 | $735.1K | 0.01% | −40.0% | Reduced |
| Investment Partners, Ltd. | 14,216 | $735.5K | 0.31% | −277−1.9% | Reduced |
| Pavion Blue Capital, LLC | 14,233 | $736.4K | 0.34% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 13,978 | $737.5K | 0.22% | +650+4.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 14,298 | $739.8K | 0.26% | +285+2.0% | Added |
| Journey Advisory Group, LLC | 17,821 | $740.1K | 0.09% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 14,322 | $741.0K | 0.06% | −4,779−25.0% | Reduced |
| BEAM Asset Management, LLC | 14,334 | $741.6K | 0.22% | +599+4.4% | Added |
| Cohen Capital Management, Inc. | 14,350 | $742.5K | 0.12% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 14,364 | $743.2K | 0.17% | −900−5.9% | Reduced |
| Ameritas Advisory Services, LLC | 14,450 | $747.7K | 0.03% | −785−5.2% | Reduced |
| Washington Trust Co | 14,454 | $747.8K | 0.03% | −1,030−6.7% | Reduced |
| Perkins Capital Management Inc | 14,491 | $749.8K | 0.70% | −2,500−14.7% | Reduced |
| Principle Wealth Partners LLC | 14,543 | $752.4K | 0.05% | +610+4.4% | Added |
| Prudent Man Advisors, LLC | 14,556 | $753.1K | 0.25% | +3,551+32.3% | Added |
| Van Cleef Asset Management,Inc | 14,670 | $759.0K | 0.08% | −1,759−10.7% | Reduced |
| Lantern Wealth Advisors, LLC | 14,680 | $759.6K | 0.53% | +1,202+8.9% | Added |
| Van Hulzen Asset Management, LLC | 14,734 | $762.0K | 0.06% | +6,254+73.8% | Added |
| Transatlantique Private Wealth LLC | 14,732 | $762.2K | 0.29% | −4,664−24.0% | Reduced |
| Cim Investment Mangement Inc | 14,746 | $763.0K | 0.23% | −428−2.8% | Reduced |
| Mystic Asset Management, Inc. | 14,752 | $763.3K | 0.29% | −67−0.5% | Reduced |
| Physicians Financial Services, Inc. | 14,763 | $764.0K | 0.24% | −350−2.3% | Reduced |
| Accredited Investors Inc. | 14,768 | $764.1K | 0.04% | −22−0.1% | Reduced |
| Park Edge Advisors, LLC | 14,777 | $764.6K | 0.22% | −600−3.9% | Reduced |
| Brighton Jones LLC | 14,793 | $765.4K | 0.03% | −3,376−18.6% | Reduced |
| Sovereign Financial Group, Inc. | 14,817 | $766.6K | 0.18% | −95−0.6% | Reduced |
| Lantz Financial LLC | 14,826 | $767.1K | 0.21% | +3,027+25.7% | Added |
| Stonebrook Private Inc. | 14,870 | $769.4K | 0.20% | −1,793−10.8% | Reduced |
| Numerai GP LLC | 14,884 | $770.1K | 0.21% | −3,832−20.5% | Reduced |
| Athena Investment Management | 14,915 | $771.7K | 0.44% | −20−0.1% | Reduced |
| Spinnaker Trust | 14,920 | $772.0K | 0.05% | −310−2.0% | Reduced |
| Integrated Investment Consultants, LLC | 338,118 | $773.5K | 0.17% | +338,118 | New |
| Fifth Third Wealth Advisors LLC | 14,968 | $774.4K | 0.05% | +173+1.2% | Added |
| Apriem Advisors | 14,977 | $774.9K | 0.09% | +14,977 | New |
| Beddow Capital Management Inc | 15,000 | $776.0K | 0.32% | −19,055−56.0% | Reduced |
| Jeppson Wealth Management, LLC | 15,063 | $779.4K | 0.28% | +334+2.3% | Added |
| Richard W. Paul & Associates, LLC | 15,065 | $779.5K | 0.28% | −211−1.4% | Reduced |
| Wealth Effects LLC | 15,077 | $780.1K | 0.27% | +4,150+38.0% | Added |
| Ocean Capital Management, LLC | 15,080 | $780.2K | 0.18% | +15,080 | New |
| Foundations Investment Advisors, LLC | 15,087 | $780.6K | 0.02% | −55,152−78.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,128 | $782.7K | 0.07% | −76−0.5% | Reduced |
| L2 Asset Management, LLC | 15,139 | $783.3K | 0.21% | +426+2.9% | Added |
| Harbor Investment Advisory, LLC | 15,165 | $784.6K | 0.08% | −6,740−30.8% | Reduced |
| Anchor Investment Management, LLC | 15,232 | $788.1K | 0.07% | −418−2.7% | Reduced |
| Main Street Research LLC | 15,232 | $788.1K | 0.05% | −2,400−13.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 15,311 | $792.2K | 0.12% | −981−6.0% | Reduced |
| Midland Wealth Advisors LLC | 15,332 | $793.3K | 0.05% | −215−1.4% | Reduced |
| Exencial Wealth Advisors, LLC | 15,423 | $798.0K | 0.03% | −3,814−19.8% | Reduced |
| HRT Financial LP | 15,432 | $798.0K | 0.00% | +15,432 | New |
| Larson Financial Group LLC | 15,461 | $800.0K | 0.05% | +6,690+76.3% | Added |
| Parkside Financial Bank & Trust | 15,476 | $800.7K | 0.11% | −180−1.1% | Reduced |
| Emerald Advisors, LLC | 15,061 | $801.5K | 0.12% | +3,822+34.0% | Added |
| Calton & Associates, Inc. | 15,503 | $802.2K | 0.31% | +5,711+58.3% | Added |
| 9258 Wealth Management, LLC | 15,596 | $806.9K | 0.12% | −1,800−10.3% | Reduced |
| Tempus Wealth Planning, LLC | 15,648 | $809.6K | 0.30% | +235+1.5% | Added |
| United Community Bank | 15,670 | $810.8K | 0.32% | +3,138+25.0% | Added |
| Williams Jones Wealth Management, LLC. | 15,793 | $817.1K | 0.01% | −8,099−33.9% | Reduced |
| Hexagon Capital Partners LLC | 15,809 | $817.9K | 0.16% | +4,080+34.8% | Added |
| Selway Asset Management | 15,831 | $819.1K | 0.32% | −21,100−57.1% | Reduced |
| Optimum Investment Advisors | 15,925 | $824.0K | 0.36% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 16,041 | $830.0K | 0.29% | −1,783−10.0% | Reduced |
| Fruth Investment Management | 16,130 | $834.0K | 0.22% | −150−0.9% | Reduced |
| Grove Bank & Trust | 16,143 | $835.2K | 0.12% | +1,240+8.3% | Added |
| Summit Financial, LLC | 16,149 | $835.5K | 0.03% | +2,800+21.0% | Added |
| Northwest & Ethical Investments L.P. | 16,168 | $836.6K | 0.02% | +2,820+21.1% | Added |
| StoneX Group Inc. | 16,266 | $841.6K | 0.06% | +1,593+10.9% | Added |
| Moloney Securities Asset Management, LLC | 16,284 | $842.5K | 0.11% | −5,400−24.9% | Reduced |
| Garrison Point Advisors, LLC | 16,331 | $845.0K | 0.52% | −535−3.2% | Reduced |
| Old Point Trust & Financial Services N A | 16,361 | $846.5K | 0.30% | +2,380+17.0% | Added |
| First County Bank | 16,466 | $852.0K | 0.42% | −526−3.1% | Reduced |
| Letson Investment Management, Inc. | 16,579 | $857.8K | 0.34% | −1,272−7.1% | Reduced |
| Vaughan & Co Securities, Inc. | 16,622 | $860.0K | 0.51% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 16,642 | $861.1K | 0.30% | 00.0% | Unchanged |
| Essex Savings Bank | 16,699 | $864.0K | 0.22% | +948+6.0% | Added |
| Sittner & Nelson, LLC | 16,715 | $864.8K | 0.39% | +4,726+39.4% | Added |
| Fountainhead AM, LLC | 16,725 | $865.3K | 0.18% | −301−1.8% | Reduced |
| David Loasby | 15,967 | $865.4K | 0.08% | +549+3.6% | Added |
| Bank of Hawaii | 16,815 | $870.0K | 0.04% | −851−4.8% | Reduced |
| Hengehold Capital Management LLC | 16,924 | $875.6K | 0.08% | +598+3.7% | Added |
| Signet Financial Management, LLC | 16,957 | $877.3K | 0.11% | −2,442−12.6% | Reduced |
| Lansing Street Advisors | 16,977 | $878.4K | 0.32% | −505−2.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 16,998 | $879.5K | 0.22% | −105−0.6% | Reduced |
| Financial Advisory Corp | 17,126 | $886.0K | 0.33% | +4,256+33.1% | Added |
| Chicago Partners Investment Group LLC | 16,709 | $886.6K | 0.03% | +649+4.0% | Added |
| Marcum Wealth, LLC | 17,139 | $886.8K | 0.08% | +1,305+8.2% | Added |
| RFG Advisory, LLC | 17,191 | $889.5K | 0.03% | −1,726−9.1% | Reduced |
| Smithfield Trust Co | 17,223 | $890.0K | 0.04% | +218+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 17,237 | $891.3K | 0.06% | +572+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,232 | $891.6K | 0.05% | +13,664+383.0% | Added |
| Kovack Advisors, Inc. | 17,242 | $892.1K | 0.09% | −2,080−10.8% | Reduced |