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 |
|---|---|---|---|---|---|
| Ramsay, Stattman, Vela & Price, Inc. | 17,275 | $893.8K | 0.17% | −11,900−40.8% | Reduced |
| Capula Management Ltd | 17,276 | $893.9K | 0.01% | +17,276 | New |
| United Bank | 17,322 | $896.2K | 0.41% | +456+2.7% | Added |
| Opinicus Capital, Inc. | 17,334 | $896.8K | 0.72% | +1,294+8.1% | Added |
| Abel Hall, LLC | 17,402 | $900.4K | 0.59% | +5,143+42.0% | Added |
| Gries Financial LLC | 17,415 | $901.1K | 0.17% | +267+1.6% | Added |
| Headlands Technologies LLC | 17,423 | $901.5K | 0.10% | −101,934−85.4% | Reduced |
| Aries Wealth Management | 17,432 | $901.9K | 0.25% | −2,990−14.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,567 | $908.9K | 0.03% | −1,594−8.3% | Reduced |
| Thoroughbred Financial Services, LLC | 17,573 | $909.0K | 0.06% | +7,220+69.7% | Added |
| Spire Wealth Management | 17,578 | $909.5K | 0.03% | −1,965−10.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,640 | $912.7K | 0.19% | +10,831+159.1% | Added |
| Monetary Management Group Inc | 17,655 | $913.5K | 0.23% | −1,645−8.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,675 | $914.5K | 0.35% | −171−1.0% | Reduced |
| Donoghue Forlines LLC | 17,695 | $915.5K | 0.26% | +949+5.7% | Added |
| Valence8 US LP | 17,785 | $920.2K | 0.40% | +17,785 | New |
| Financial Advocates Investment Management | 17,811 | $921.5K | 0.05% | +1,228+7.4% | Added |
| Hunter Associates Investment Management LLC | 17,875 | $924.0K | 0.14% | −436−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 17,898 | $926.0K | 0.09% | +42+0.2% | Added |
| Nwam LLC | 17,922 | $927.3K | 0.06% | +17,922 | New |
| Old North State Trust, LLC | 17,972 | $930.0K | 0.76% | −10.0% | Reduced |
| Symphony Financial, Ltd. Co. | 17,802 | $930.1K | 0.15% | +4,751+36.4% | Added |
| Independent Financial Group, LLC | 17,978 | $930.2K | 0.03% | +2,571+16.7% | Added |
| Impact Partnership Wealth, LLC | 17,979 | $930.2K | 0.21% | +17,979 | New |
| Parkside Investments, LLC | 18,000 | $931.3K | 0.14% | +18,000 | New |
| White Pine Capital LLC | 18,040 | $933.4K | 0.32% | −2,623−12.7% | Reduced |
| Alta Wealth Advisors LLC | 18,051 | $933.9K | 0.43% | +419+2.4% | Added |
| Sentry LLC | 18,068 | $934.8K | 0.18% | +37+0.2% | Added |
| Centiva Capital, LP | 18,091 | $936.0K | 0.04% | +18,091 | New |
| Affinity Investment Advisors, LLC | 18,192 | $941.3K | 0.65% | +117+0.6% | Added |
| Bayesian Capital Management, LP | 18,200 | $941.7K | 0.11% | +6,300+52.9% | Added |
| Triangle Securities Wealth Management | 18,266 | $945.1K | 0.24% | −10,844−37.3% | Reduced |
| American Trust Investment Advisors, LLC | 18,291 | $946.4K | 0.39% | +5,175+39.5% | Added |
| Intrua Financial, LLC | 18,320 | $947.9K | 0.15% | −1,597−8.0% | Reduced |
| Central Pacific Bank - Trust Division | 18,335 | $948.7K | 0.12% | −304−1.6% | Reduced |
| Headinvest, LLC | 18,347 | $949.3K | 0.18% | −1,096−5.6% | Reduced |
| ZWJ Investment Counsel Inc | 18,393 | $951.7K | 0.04% | −2,214−10.7% | Reduced |
| Sky Investment Group LLC | 18,458 | $955.0K | 0.17% | −2,959−13.8% | Reduced |
| Portside Wealth Group, LLC | 18,473 | $955.8K | 0.16% | +4,892+36.0% | Added |
| Raab & Moskowitz Asset Management LLC | 18,483 | $956.3K | 0.24% | −1,098−5.6% | Reduced |
| Wealth Quarterback LLC | 18,484 | $956.4K | 0.50% | −899−4.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 18,171 | $956.5K | 0.23% | +913+5.3% | Added |
| 180 Wealth Advisors, LLC | 18,554 | $960.0K | 0.15% | +1,877+11.3% | Added |
| Qtron Investments LLC | 18,584 | $961.5K | 0.13% | 00.0% | Unchanged |
| Alpha Family Trust | 18,760 | $970.6K | 0.54% | +9,430+101.1% | Added |
| J. W. Coons Advisors, LLC | 18,820 | $973.7K | 0.24% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 18,818 | $974.0K | 0.46% | +1,670+9.7% | Added |
| W Advisors, LLC | 18,835 | $974.5K | 0.60% | −1,151−5.8% | Reduced |
| Adalta Capital Management LLC | 18,877 | $976.7K | 0.50% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 18,908 | $978.3K | 0.22% | −313−1.6% | Reduced |
| Chicago Trust Co NA | 18,934 | $979.6K | 0.17% | +3,044+19.2% | Added |
| Integrated Advisors Network LLC | 18,938 | $979.9K | 0.05% | −5,434−22.3% | Reduced |
| YHB Investment Advisors, Inc. | 18,956 | $980.8K | 0.08% | −423−2.2% | Reduced |
| One Wealth Advisors, LLC | 18,972 | $981.6K | 0.15% | +12,790+206.9% | Added |
| First Manhattan Co | 18,990 | $982.5K | 0.00% | −1,680−8.1% | Reduced |
| Allegheny Financial Group LTD | 19,111 | $988.8K | 0.24% | +11+0.1% | Added |
| Sanders Morris Harris LLC | 19,137 | $990.1K | 0.16% | −13,314−41.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 19,160 | $991.3K | 0.06% | −1,000−5.0% | Reduced |
| Sienna Gestion | 19,251 | $993.6K | 0.07% | +19,251 | New |
| Wendell David Associates Inc | 19,209 | $994.0K | 0.10% | −515−2.6% | Reduced |
| AlphaCore Capital LLC | 19,257 | $996.4K | 0.22% | −2,919−13.2% | Reduced |
| United Bank | 19,298 | $998.5K | 0.12% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 19,326 | $999.9K | 0.36% | +2,969+18.2% | Added |
| Dorchester Wealth Management Co | 19,340 | $1.00M | 0.18% | +6,108+46.2% | Added |
| Curbstone Financial Management Corp | 19,464 | $1.01M | 0.22% | −326−1.6% | Reduced |
| Pflug Koory, LLC | 19,486 | $1.01M | 0.50% | +19,486 | New |
| Finer Wealth Management, Inc. | 19,519 | $1.01M | 0.62% | −8,147−29.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 19,550 | $1.01M | 0.34% | +933+5.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 19,580 | $1.01M | 0.91% | −1,038−5.0% | Reduced |
| Howland Capital Management LLC | 19,594 | $1.01M | 0.04% | −2,324−10.6% | Reduced |
| PDT Partners, LLC | 19,631 | $1.02M | 0.09% | +19,631 | New |
| VisionPoint Advisory Group, LLC | 19,674 | $1.02M | 0.34% | +19,674 | New |
| Thomasville National Bank | 19,747 | $1.02M | 0.08% | −1,230−5.9% | Reduced |
| Cidel Asset Management Inc | 19,847 | $1.03M | 0.07% | +2,446+14.1% | Added |
| J.W. Cole Advisors, Inc. | 19,862 | $1.03M | 0.04% | −4,145−17.3% | Reduced |
| Hanson & Doremus Investment Management | 19,911 | $1.03M | 0.16% | −3,419−14.7% | Reduced |
| Rossmore Private Capital | 19,954 | $1.03M | 0.13% | −3,547−15.1% | Reduced |
| First American Bank | 19,963 | $1.03M | 0.07% | −530−2.6% | Reduced |
| Western Wealth Management, LLC | 19,979 | $1.03M | 0.06% | −3,779−15.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 19,985 | $1.03M | 0.24% | −270−1.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 20,000 | $1.03M | 0.13% | 00.0% | Unchanged |
| Birchbrook, Inc. | 20,005 | $1.04M | 0.57% | −8,715−30.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 20,024 | $1.04M | 0.05% | −44−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,588 | $1.04M | 0.01% | −610−3.0% | Reduced |
| Palisade Asset Management, LLC | 20,035 | $1.04M | 0.10% | +1,926+10.6% | Added |
| Paragon Capital Management LLC | 20,045 | $1.04M | 0.54% | +249+1.3% | Added |
| Sunbelt Securities, Inc. | 20,116 | $1.04M | 0.10% | +1,173+6.2% | Added |
| Counterweight Ventures, LLC | 20,232 | $1.05M | 0.74% | −5,841−22.4% | Reduced |
| Silverleafe Capital Partners, LLC | 20,318 | $1.05M | 0.37% | −30−0.1% | Reduced |
| Great Lakes Advisors, LLC | 20,370 | $1.05M | 0.01% | +20,351+107,110.5% | Added |
| Opes Wealth Management LLC | 20,392 | $1.06M | 0.20% | −141−0.7% | Reduced |
| Beaton Management Co. Inc. | 20,424 | $1.06M | 0.53% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 20,433 | $1.06M | 0.15% | −1,128−5.2% | Reduced |
| Park National Corp | 20,450 | $1.06M | 0.04% | −388−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 25,501 | $1.06M | 0.01% | +8,498+50.0% | Added |
| Peoples Financial Services Corp. | 20,481 | $1.06M | 0.48% | −1,802−8.1% | Reduced |
| Private Capital Management LLC | 20,520 | $1.06M | 0.19% | +20,520 | New |
| Forza Wealth Management, LLC | 20,623 | $1.07M | 0.49% | +159+0.8% | Added |
| Neumann Capital Management, LLC | 20,623 | $1.07M | 0.35% | +250+1.2% | Added |
| K.J. Harrison & Partners Inc | 20,500 | $1.07M | 0.16% | +20,500 | New |