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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 32,101 | $1.66M | 0.12% | +569+1.8% | Added |
| Ridgewood Investments LLC | 32,180 | $1.66M | 0.83% | −1,912−5.6% | Reduced |
| Ascent Group, LLC | 32,242 | $1.67M | 0.13% | +32,242 | New |
| Carnegie Capital Asset Management, LLC | 32,242 | $1.67M | 0.05% | −1,297−3.9% | Reduced |
| Good Life Advisors, LLC | 32,262 | $1.67M | 0.10% | +16,689+107.2% | Added |
| Tower Bridge Advisors | 32,288 | $1.67M | 0.17% | −602−1.8% | Reduced |
| Salem Investment Counselors Inc | 32,313 | $1.67M | 0.05% | −3,201−9.0% | Reduced |
| Waterfront Wealth Inc. | 31,858 | $1.67M | 0.41% | +7,837+32.6% | Added |
| Summit X, LLC | 40,470 | $1.68M | 0.41% | −533−1.3% | Reduced |
| Naviter Wealth, LLC | 32,533 | $1.68M | 0.23% | +10,412+47.1% | Added |
| Eley Financial Management, Inc | 32,621 | $1.69M | 0.68% | −5,208−13.8% | Reduced |
| NTV Asset Management LLC | 32,693 | $1.69M | 0.23% | −774−2.3% | Reduced |
| Corrado Advisors, LLC | 32,725 | $1.69M | 1.06% | −411−1.2% | Reduced |
| Excalibur Management Corp | 32,859 | $1.70M | 0.65% | +1,218+3.8% | Added |
| Institute for Wealth Management, LLC. | 32,972 | $1.71M | 0.22% | +1,097+3.4% | Added |
| Citizens Financial Group Inc | 32,995 | $1.71M | 0.03% | −2,208−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 33,008 | $1.71M | 0.45% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 33,041 | $1.71M | 0.09% | +10,465+46.4% | Added |
| Mission Wealth Management, LP | 33,142 | $1.71M | 0.04% | +10,804+48.4% | Added |
| Vise Technologies, Inc. | 33,255 | $1.72M | 0.22% | −512−1.5% | Reduced |
| Arvest Bank Trust Division | 33,320 | $1.72M | 0.10% | +33,320 | New |
| Veriti Management LLC | 33,428 | $1.73M | 0.09% | +11,831+54.8% | Added |
| Burns J W & Co Inc | 33,464 | $1.73M | 0.23% | −2,114−5.9% | Reduced |
| Amica Mutual Insurance Co | 33,522 | $1.73M | 0.17% | 00.0% | Unchanged |
| Marco Investment Management LLC | 33,638 | $1.74M | 0.15% | −3,250−8.8% | Reduced |
| Change Path, LLC | 33,692 | $1.74M | 0.06% | +7,272+27.5% | Added |
| Magnetar Financial LLC | 33,791 | $1.75M | 0.04% | +18,484+120.8% | Added |
| First Western Trust Bank | 33,816 | $1.75M | 0.08% | +1,221+3.7% | Added |
| Private Trust Co NA | 33,948 | $1.76M | 0.18% | −3,531−9.4% | Reduced |
| Parallel Advisors, LLC | 34,022 | $1.76M | 0.04% | +1,739+5.4% | Added |
| Silvant Capital Management LLC | 34,236 | $1.77M | 0.08% | −804−2.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 34,372 | $1.78M | 0.07% | −592−1.7% | Reduced |
| Aviance Capital Partners, LLC | 34,413 | $1.78M | 0.23% | −59,719−63.4% | Reduced |
| Sigma Investment Counselors Inc | 34,476 | $1.78M | 0.10% | −3,068−8.2% | Reduced |
| RTD Financial Advisors, Inc. | 34,889 | $1.81M | 0.23% | −3,142−8.3% | Reduced |
| HBK Sorce Advisory LLC | 34,923 | $1.81M | 0.06% | +3,379+10.7% | Added |
| Great Valley Advisor Group, Inc. | 34,970 | $1.81M | 0.04% | +3,471+11.0% | Added |
| Alaska Permanent Fund Corp | 34,971 | $1.81M | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 35,320 | $1.83M | 0.06% | +11,315+47.1% | Added |
| Flagship Harbor Advisors, LLC | 35,461 | $1.83M | 0.10% | −5,748−13.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,812 | $1.85M | 0.09% | −18,552−34.1% | Reduced |
| Wellington Shields & Co., LLC | 35,826 | $1.85M | 0.56% | −153−0.4% | Reduced |
| Udine Wealth Management, Inc. | 35,885 | $1.86M | 1.31% | +35,885 | New |
| Cacti Asset Management LLC | 36,450 | $1.86M | 0.14% | 00.0% | Unchanged |
| Gifford Fong Associates | 35,899 | $1.86M | 0.46% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 36,079 | $1.87M | 0.08% | −2,844−7.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 36,100 | $1.87M | 0.32% | −199−0.5% | Reduced |
| Hills Bank & Trust Co | 36,188 | $1.87M | 0.14% | −1,278−3.4% | Reduced |
| AdvisorNet Financial, Inc | 36,222 | $1.87M | 0.14% | +770+2.2% | Added |
| Moody National Bank Trust Division | 36,233 | $1.87M | 0.20% | +3,118+9.4% | Added |
| Herold Advisors, Inc. | 36,397 | $1.88M | 0.41% | +1,955+5.7% | Added |
| Lowe Brockenbrough & Co Inc | 36,420 | $1.88M | 0.12% | −406−1.1% | Reduced |
| Bleakley Financial Group, LLC | 36,424 | $1.88M | 0.06% | −1,502−4.0% | Reduced |
| Leavell Investment Management, Inc. | 36,426 | $1.88M | 0.09% | +14,054+62.8% | Added |
| J. Safra Sarasin Holding AG | 36,473 | $1.89M | 0.03% | −821,199−95.7% | Reduced |
| Factorial Partners, LLC | 36,500 | $1.89M | 1.09% | +1,500+4.3% | Added |
| TCW Group Inc | 36,618 | $1.89M | 0.02% | −664−1.8% | Reduced |
| Brevan Howard Capital Management LP | 36,656 | $1.90M | 0.09% | +30,129+461.6% | Added |
| Richard P Slaughter Associates Inc | 36,701 | $1.90M | 0.44% | +2,137+6.2% | Added |
| Donaldson Capital Management, LLC | 36,742 | $1.90M | 0.07% | −3,655−9.0% | Reduced |
| Kanawha Capital Management LLC | 36,761 | $1.90M | 0.14% | −2,247−5.8% | Reduced |
| Bellevue Group AG | 36,825 | $1.91M | 0.03% | +36,825 | New |
| Greenwood Capital Associates LLC | 37,097 | $1.92M | 0.25% | +31,816+602.5% | Added |
| Hedges Asset Management LLC | 37,100 | $1.92M | 1.27% | −1,500−3.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 37,180 | $1.92M | 0.04% | −472−1.3% | Reduced |
| Rathbone Brothers plc | 37,263 | $1.93M | 0.01% | −590−1.6% | Reduced |
| Hilltop Holdings Inc. | 37,416 | $1.94M | 0.13% | +5,987+19.0% | Added |
| Harbour Investment Management LLC | 37,440 | $1.94M | 0.86% | +3,255+9.5% | Added |
| Mesirow Financial Investment Management, Inc. | 37,538 | $1.94M | 0.04% | −13,270−26.1% | Reduced |
| Twin Tree Management, LP | 37,589 | $1.94M | 0.05% | +37,589 | New |
| Principal Securities, Inc. | 37,596 | $1.95M | 0.05% | +9,652+34.5% | Added |
| Bradley Foster & Sargent Inc | 37,615 | $1.95M | 0.03% | −741−1.9% | Reduced |
| Portfolio Design Labs, LLC | 37,706 | $1.95M | 0.54% | +37,706 | New |
| Peak Asset Management, LLC | 37,764 | $1.95M | 0.37% | −250−0.7% | Reduced |
| Cypress Capital, LLC | 37,895 | $1.96M | 0.51% | +3,014+8.6% | Added |
| FineMark National Bank & Trust | 38,089 | $1.97M | 0.07% | +5,848+18.1% | Added |
| Moneta Group Investment Advisors LLC | 38,314 | $1.98M | 0.03% | +1,193+3.2% | Added |
| Westpac Banking Corp | 38,333 | $1.98M | 0.13% | +15,633+68.9% | Added |
| Trust Co of Toledo NA | 38,338 | $1.98M | 0.27% | +3,368+9.6% | Added |
| Trustmark National Bank Trust Department | 38,370 | $1.99M | 0.15% | −19,221−33.4% | Reduced |
| Univest Financial Corp | 38,486 | $1.99M | 0.13% | +38,486 | New |
| Vestcor Inc | 38,827 | $2.01M | 0.06% | −34,283−46.9% | Reduced |
| Old Port Advisors | 38,878 | $2.01M | 0.56% | −484−1.2% | Reduced |
| Caldwell Trust Co | 38,967 | $2.02M | 0.21% | −1,431−3.5% | Reduced |
| Nomura Holdings Inc | 38,992 | $2.02M | 0.02% | −43,736−52.9% | Reduced |
| Stokes Family Office, LLC | 39,003 | $2.02M | 0.22% | −1,866−4.6% | Reduced |
| Ballentine Partners, LLC | 39,045 | $2.02M | 0.03% | +3,399+9.5% | Added |
| BNP Paribas | 39,463 | $2.03M | 0.08% | +28,453+258.4% | Added |
| Trust Co of Vermont | 39,456 | $2.04M | 0.10% | −2,654−6.3% | Reduced |
| Evergreen Capital Management LLC | 39,459 | $2.04M | 0.07% | +4,378+12.5% | Added |
| Rothschild Investment LLC | 39,474 | $2.04M | 0.13% | −3,430−8.0% | Reduced |
| Simmons Bank | 39,476 | $2.04M | 0.15% | −4,791−10.8% | Reduced |
| Brinker Capital Investments, LLC | 39,497 | $2.04M | 0.02% | −320−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 39,497 | $2.04M | 0.02% | −320−0.8% | Reduced |
| Shayne & Co., LLC | 39,513 | $2.04M | 0.51% | +96+0.2% | Added |
| Frank, Rimerman Advisors LLC | 39,711 | $2.05M | 0.15% | −2,108−5.0% | Reduced |
| Logan Capital Management Inc | 39,835 | $2.06M | 0.08% | +49+0.1% | Added |
| Charter Trust Co | 39,849 | $2.06M | 0.13% | −613−1.5% | Reduced |
| Bard Financial Services, Inc. | 40,175 | $2.08M | 0.25% | −10,465−20.7% | Reduced |
| Neville Rodie & Shaw Inc | 40,189 | $2.08M | 0.15% | −7,300−15.4% | Reduced |