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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 26,311 | $1.36M | 0.03% | +22+0.1% | Added |
| MTM Investment Management, LLC | 25,259 | $1.36M | 0.53% | −46−0.2% | Reduced |
| North Star Investment Management Corp. | 26,362 | $1.36M | 0.09% | −1,321−4.8% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.36M | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26,388 | $1.37M | 0.13% | +2,112+8.7% | Added |
| Trust Co of Virginia | 26,414 | $1.37M | 0.12% | +71+0.3% | Added |
| Philadelphia Trust Co | 26,450 | $1.37M | 0.10% | −600−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 26,468 | $1.37M | 0.03% | +4,064+18.1% | Added |
| Koshinski Asset Management, Inc. | 26,568 | $1.37M | 0.12% | +904+3.5% | Added |
| Linden Thomas Advisory Services, LLC | 26,612 | $1.38M | 0.19% | −266−1.0% | Reduced |
| CSS LLC | 26,630 | $1.38M | 0.08% | −3,670−12.1% | Reduced |
| Level Four Advisory Services, LLC | 24,722 | $1.38M | 0.06% | +2,400+10.8% | Added |
| Lakewood Asset Management LLC | 26,672 | $1.38M | 0.94% | −2,286−7.9% | Reduced |
| Machina Capital S.A.S. | 26,752 | $1.38M | 0.55% | −7,462−21.8% | Reduced |
| Greenfield Savings Bank | 26,877 | $1.39M | 0.66% | +987+3.8% | Added |
| Adirondack Trust Co | 26,927 | $1.39M | 0.54% | −639−2.3% | Reduced |
| Independent Investors Inc | 26,938 | $1.39M | 0.28% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 26,946 | $1.39M | 0.19% | +580+2.2% | Added |
| Joel Isaacson & Co., LLC | 26,964 | $1.40M | 0.07% | +2,092+8.4% | Added |
| Meeder Advisory Services, Inc. | 26,981 | $1.40M | 0.09% | +1,929+7.7% | Added |
| Arvest Investments, Inc. | 27,008 | $1.40M | 0.21% | −3,644−11.9% | Reduced |
| Crestline Management, LP | 27,079 | $1.40M | 0.08% | +27,079 | New |
| Stonegate Investment Group, LLC | 27,143 | $1.40M | 0.04% | +25+0.1% | Added |
| Westhampton Capital, LLC | 27,217 | $1.41M | 0.71% | +11,700+75.4% | Added |
| Summit Global Investments | 27,365 | $1.42M | 0.09% | −35,829−56.7% | Reduced |
| GAMMA Investing LLC | 27,386 | $1.42M | 0.14% | +10,410+61.3% | Added |
| First National Bank & Trust Co of Newtown | 27,424 | $1.42M | 0.27% | −284−1.0% | Reduced |
| Humankind Investments LLC | 27,448 | $1.42M | 0.51% | −1,722−5.9% | Reduced |
| South State Corp. | 27,503 | $1.42M | 0.10% | −894−3.1% | Reduced |
| SFMG, LLC | 27,555 | $1.43M | 0.12% | −1,298−4.5% | Reduced |
| Rehmann Capital Advisory Group | 27,570 | $1.43M | 0.09% | +2,412+9.6% | Added |
| MidWestOne Financial Group, Inc. | 27,805 | $1.44M | 0.20% | −25−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27,836 | $1.44M | 0.00% | −832−2.9% | Reduced |
| Chilton Capital Management LLC | 27,882 | $1.44M | 0.06% | 00.0% | Unchanged |
| Quest Investment Management LLC | 28,000 | $1.45M | 0.17% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 26,806 | $1.45M | 0.21% | −18−0.1% | Reduced |
| Dudley Capital Management, LLC | 28,122 | $1.46M | 0.76% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 28,164 | $1.46M | 0.04% | +2,255+8.7% | Added |
| CFS Investment Advisory Services, LLC | 28,170 | $1.46M | 0.12% | +3,662+14.9% | Added |
| Meridian Management Co | 28,283 | $1.46M | 0.37% | +182+0.6% | Added |
| Prestige Wealth Management Group LLC | 28,375 | $1.47M | 0.30% | +6,670+30.7% | Added |
| Stevens Capital Management LP | 28,492 | $1.47M | 0.21% | +28,492 | New |
| Icon Advisers Inc | 28,500 | $1.47M | 0.31% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 28,509 | $1.48M | 0.02% | +1,286+4.7% | Added |
| Pallas Capital Advisors LLC | 28,147 | $1.49M | 0.06% | +9,537+51.2% | Added |
| Wolf Group Capital Advisors | 23,467 | $1.50M | 0.72% | −1,631−6.5% | Reduced |
| Harbour Investments, Inc. | 29,067 | $1.50M | 0.05% | +1,011+3.6% | Added |
| Bell Bank | 29,120 | $1.51M | 0.18% | +258+0.9% | Added |
| Ancora Advisors, LLC | 29,127 | $1.51M | 0.03% | −9,189−24.0% | Reduced |
| Means Investment Co., Inc. | 29,149 | $1.51M | 0.17% | −3,397−10.4% | Reduced |
| Alpha Omega Wealth Management LLC | 29,434 | $1.52M | 0.28% | −1,664−5.4% | Reduced |
| Cladis Investment Advisory, LLC | 29,507 | $1.53M | 1.06% | −29−0.1% | Reduced |
| Coastwise Capital Group, LLC | 29,539 | $1.53M | 1.26% | −6,216−17.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 29,552 | $1.53M | 0.20% | +3,600+13.9% | Added |
| Prio Wealth Limited Partnership | 29,573 | $1.53M | 0.04% | −400−1.3% | Reduced |
| Fiduciary Family Office, LLC | 29,602 | $1.53M | 0.51% | +4,641+18.6% | Added |
| Coldstream Capital Management Inc | 29,133 | $1.53M | 0.03% | +9,324+47.1% | Added |
| Silver Lake Advisory, LLC | 29,671 | $1.54M | 0.63% | +321+1.1% | Added |
| Bridgeway Capital Management, LLC | 29,700 | $1.54M | 0.03% | −2,179−6.8% | Reduced |
| St. Louis Trust Co | 29,707 | $1.54M | 0.22% | −3,451−10.4% | Reduced |
| Hikari Power Ltd | 29,820 | $1.54M | 0.13% | 00.0% | Unchanged |
| Smith, Moore & Co. | 29,836 | $1.54M | 0.15% | −257−0.9% | Reduced |
| Exchange Bank | 29,845 | $1.54M | 1.26% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 29,875 | $1.55M | 0.02% | −9,589−24.3% | Reduced |
| Eagle Harbor Asset Management Inc | 29,926 | $1.55M | 1.54% | −3,175−9.6% | Reduced |
| Intellectus Partners, LLC | 29,992 | $1.55M | 0.40% | −1,343−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 30,000 | $1.55M | 0.04% | −5,200−14.8% | Reduced |
| Mork Capital Management, LLC | 30,000 | $1.55M | 1.11% | 00.0% | Unchanged |
| 1st Source Bank | 30,007 | $1.55M | 0.09% | −1,746−5.5% | Reduced |
| APG Asset Management US Inc. | 29,351 | $1.55M | 0.01% | −105,405−78.2% | Reduced |
| Boyar Asset Management Inc. | 30,067 | $1.56M | 1.00% | +20.0% | Added |
| Viewpoint Capital Management LLC | 30,576 | $1.56M | 0.87% | +2,205+7.8% | Added |
| Plimoth Trust Co LLC | 30,154 | $1.56M | 0.39% | −1,500−4.7% | Reduced |
| Cito Capital Group, LLC | 30,250 | $1.56M | 0.58% | +1,250+4.3% | Added |
| Harvest Investment Advisors, LLC | 30,255 | $1.57M | 1.07% | +1,075+3.7% | Added |
| Verity Asset Management, Inc. | 30,342 | $1.57M | 0.59% | +14,694+93.9% | Added |
| Quattro Financial Advisors LLC | 30,000 | $1.57M | 0.46% | −10,000−25.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 30,422 | $1.57M | 0.02% | −8,534−21.9% | Reduced |
| Dynamic Advisor Solutions LLC | 30,473 | $1.58M | 0.05% | −247−0.8% | Reduced |
| Pensionfund Sabic | 30,500 | $1.58M | 0.49% | −2,500−7.6% | Reduced |
| Modera Wealth Management, LLC | 30,557 | $1.58M | 0.02% | +1,359+4.7% | Added |
| Nicholas Hoffman & Company, LLC. | 30,691 | $1.59M | 0.07% | −1,358−4.2% | Reduced |
| Fundamentun, LLC | 30,696 | $1.59M | 0.11% | +5,922+23.9% | Added |
| Mount Vernon Associates Inc | 30,879 | $1.60M | 1.27% | +1,100+3.7% | Added |
| Terry L. Blaker | 31,052 | $1.61M | 0.06% | −115−0.4% | Reduced |
| KMG Fiduciary Partners, LLC | 31,066 | $1.61M | 0.14% | +618+2.0% | Added |
| Valeo Financial Advisors, LLC | 49,733 | $1.61M | 0.05% | +2,925+6.2% | Added |
| KG&L Capital Management,LLC | 31,127 | $1.61M | 0.52% | −748−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 31,168 | $1.61M | 0.02% | −1,991−6.0% | Reduced |
| Pacitti Group Inc. | 31,196 | $1.61M | 0.76% | +26,013+501.9% | Added |
| Keynote Financial Services LLC | 31,240 | $1.62M | 1.23% | +535+1.7% | Added |
| Providence Wealth Advisors, LLC | 30,817 | $1.63M | 1.20% | +763+2.5% | Added |
| Abundance Wealth Counselors | 31,423 | $1.63M | 0.34% | +31,423 | New |
| Premier Path Wealth Partners, LLC | 31,520 | $1.63M | 0.26% | +2,903+10.1% | Added |
| IFP Advisors, Inc | 31,556 | $1.63M | 0.06% | −408−1.3% | Reduced |
| Merit Financial Group, LLC | 31,639 | $1.64M | 0.04% | +11,737+59.0% | Added |
| Palogic Value Management, L.P. | 31,654 | $1.64M | 0.65% | +453+1.5% | Added |
| Meeder Asset Management Inc | 31,672 | $1.64M | 0.11% | +15,329+93.8% | Added |
| Abn Amro Investment Solutions | 31,941 | $1.65M | 0.03% | +3,058+10.6% | Added |
| Atlantic Union Bankshares Corp | 32,010 | $1.66M | 0.10% | −280−0.9% | Reduced |