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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Bell & Brown Wealth Advisors, LLC | 40,221 | $2.08M | 0.81% | +52+0.1% | Added |
| First Bank & Trust | 40,390 | $2.09M | 0.40% | +11,233+38.5% | Added |
| Worth Asset Management, LLC | 40,511 | $2.10M | 1.14% | +40,511 | New |
| Applied Finance Capital Management, LLC | 40,552 | $2.10M | 0.09% | +6,756+20.0% | Added |
| Holderness Investments Co | 40,642 | $2.10M | 0.46% | +1,710+4.4% | Added |
| AlphaMark Advisors, LLC | 40,974 | $2.12M | 0.73% | +1,708+4.3% | Added |
| Chemung Canal Trust Co | 41,051 | $2.12M | 0.43% | +581+1.4% | Added |
| Charter Research & Investment Group, Inc. | 41,420 | $2.14M | 1.58% | −453−1.1% | Reduced |
| Edmp, Inc. | 41,428 | $2.14M | 1.76% | +238+0.6% | Added |
| Cornercap Investment Counsel Inc | 41,513 | $2.15M | 0.64% | −16,951−29.0% | Reduced |
| Farther Finance Advisors, LLC | 41,572 | $2.15M | 0.08% | +4,436+11.9% | Added |
| Northeast Financial Consultants Inc | 41,806 | $2.16M | 0.09% | +10.0% | Added |
| Moore Capital Management, LP | 41,925 | $2.17M | 0.06% | +41,925 | New |
| Barbara Oil Co. | 42,000 | $2.17M | 0.89% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 42,064 | $2.18M | 0.30% | +3,222+8.3% | Added |
| Pettee Investors, Inc. | 42,123 | $2.18M | 1.06% | 00.0% | Unchanged |
| Legato Capital Management LLC | 42,146 | $2.18M | 0.27% | +5,889+16.2% | Added |
| Canandaigua National Bank & Trust Co | 42,282 | $2.19M | 0.21% | −2,952−6.5% | Reduced |
| Boyd Watterson Asset Management LLC | 42,420 | $2.19M | 0.60% | −150−0.4% | Reduced |
| Virtus Family Office LLC | 42,423 | $2.19M | 2.90% | −286−0.7% | Reduced |
| Raleigh Capital Management Inc. | 42,480 | $2.20M | 0.85% | +12,705+42.7% | Added |
| CenterBook Partners LP | 42,507 | $2.20M | 0.14% | +42,507 | New |
| Wetherby Asset Management Inc | 42,642 | $2.21M | 0.10% | +4,315+11.3% | Added |
| Bangor Savings Bank | 42,743 | $2.21M | 0.21% | −150−0.3% | Reduced |
| Green Square Capital Advisors LLC | 43,493 | $2.21M | 0.31% | +10,313+31.1% | Added |
| Profund Advisors LLC | 42,841 | $2.22M | 0.08% | +1,047+2.5% | Added |
| Park Avenue Securities LLC | 42,854 | $2.22M | 0.02% | −1,589−3.6% | Reduced |
| WBI Investments | 42,886 | $2.22M | 0.53% | −18,958−30.7% | Reduced |
| Exchange Capital Management, Inc. | 43,002 | $2.22M | 0.35% | −917−2.1% | Reduced |
| Courier Capital LLC | 43,046 | $2.23M | 0.15% | −974−2.2% | Reduced |
| Empowered Funds, LLC | 43,492 | $2.25M | 0.04% | −5,331−10.9% | Reduced |
| V-Square Quantitative Management LLC | 43,632 | $2.26M | 0.33% | +1,580+3.8% | Added |
| Optimist Retirement Group LLC | 43,636 | $2.26M | 1.02% | +43,636 | New |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.27M | 0.27% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 43,987 | $2.28M | 0.75% | −1,745−3.8% | Reduced |
| Pensionmark Financial Group, LLC | 44,106 | $2.28M | 0.07% | +6,954+18.7% | Added |
| Eagle Rock Investment Company, LLC | 44,188 | $2.29M | 0.38% | +8,996+25.6% | Added |
| Buckingham Strategic Partners | 44,413 | $2.30M | 0.05% | +5,630+14.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 44,546 | $2.30M | 0.20% | +11,387+34.3% | Added |
| Kendall Capital Management | 44,647 | $2.31M | 0.71% | −2,295−4.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 44,740 | $2.31M | 0.35% | −3,441−7.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 44,897 | $2.32M | 0.16% | +575+1.3% | Added |
| Wealthcare Advisory Partners LLC | 44,951 | $2.33M | 0.07% | +395+0.9% | Added |
| Bahl & Gaynor Inc | 45,263 | $2.34M | 0.01% | +809+1.8% | Added |
| Eastern Bank | 45,290 | $2.34M | 0.04% | +39,735+715.3% | Added |
| Commonwealth Retirement Investments LLC | 45,487 | $2.35M | 0.99% | +3,541+8.4% | Added |
| LMG Wealth Partners, LLC | 45,489 | $2.35M | 0.54% | +2,191+5.1% | Added |
| SFE Investment Counsel | 45,631 | $2.36M | 0.49% | −8,925−16.4% | Reduced |
| Janney Capital Management LLC | 45,664 | $2.36M | 0.16% | +833+1.9% | Added |
| Independent Advisor Alliance | 45,719 | $2.37M | 0.09% | +1,654+3.8% | Added |
| Wealth Alliance | 45,739 | $2.37M | 0.28% | +1,236+2.8% | Added |
| Townsend & Associates, Inc | 44,649 | $2.37M | 0.24% | +1,051+2.4% | Added |
| Prelude Capital Management, LLC | 45,795 | $2.37M | 0.18% | +45,795 | New |
| Clarkston Capital Partners, LLC | 46,000 | $2.38M | 0.04% | +5,000+12.2% | Added |
| Duncker Streett & Co Inc | 46,061 | $2.38M | 0.43% | −2,207−4.6% | Reduced |
| Lecap Asset Management Ltd | 46,068 | $2.38M | 0.51% | −10,719−18.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 46,235 | $2.39M | 0.09% | −43,683−48.6% | Reduced |
| Mirador Capital Partners LP | 46,580 | $2.41M | 0.43% | +165+0.4% | Added |
| New England Asset Management Inc | 46,771 | $2.42M | 0.38% | +1,330+2.9% | Added |
| Iowa State Bank | 46,885 | $2.43M | 0.50% | +9,354+24.9% | Added |
| Choate Investment Advisors | 47,060 | $2.43M | 0.06% | +4,654+11.0% | Added |
| Kerusso Capital Management LLC | 47,111 | $2.44M | 1.55% | +2,863+6.5% | Added |
| Trexquant Investment LP | 47,114 | $2.44M | 0.03% | +47,114 | New |
| Kingswood Wealth Advisors, LLC | 47,308 | $2.44M | 0.17% | +4,544+10.6% | Added |
| Berkeley Capital Partners, LLC | 47,378 | $2.45M | 0.70% | −1,991−4.0% | Reduced |
| Leelyn Smith, LLC | 47,484 | $2.46M | 0.44% | +3,977+9.1% | Added |
| Birmingham Capital Management Co Inc | 47,941 | $2.48M | 0.90% | +2,800+6.2% | Added |
| Resources Investment Advisors, LLC. | 47,965 | $2.48M | 0.03% | −1,731−3.5% | Reduced |
| Horizon Investments, LLC | 48,524 | $2.48M | 0.07% | +15,432+46.6% | Added |
| First Hawaiian Bank | 48,523 | $2.51M | 0.08% | +951+2.0% | Added |
| Perigon Wealth Management, LLC | 48,557 | $2.51M | 0.07% | +8,169+20.2% | Added |
| Slagle Financial, LLC | 48,577 | $2.51M | 1.12% | +3,935+8.8% | Added |
| Mill Capital Management, LLC | 48,633 | $2.52M | 0.20% | −1,405−2.8% | Reduced |
| SS&H Financial Advisors, Inc. | 48,875 | $2.53M | 0.92% | +1,750+3.7% | Added |
| Capital Asset Advisory Services LLC | 48,215 | $2.53M | 0.13% | +190+0.4% | Added |
| Pitcairn Co | 48,958 | $2.53M | 0.15% | −1,031−2.1% | Reduced |
| EP Wealth Advisors, LLC | 49,252 | $2.55M | 0.02% | +9,836+25.0% | Added |
| Castleview Partners, LLC | 49,441 | $2.56M | 1.48% | +43,730+765.7% | Added |
| Guyasuta Investment Advisors Inc | 49,451 | $2.56M | 0.16% | +10.0% | Added |
| Summit Trail Advisors, LLC | 49,473 | $2.56M | 0.06% | +894+1.8% | Added |
| Sompo Asset Management Co., Ltd. | 49,780 | $2.58M | 0.40% | +15,140+43.7% | Added |
| Resonant Capital Advisors, LLC | 49,900 | $2.58M | 0.19% | −1,380−2.7% | Reduced |
| Sectoral Asset Management Inc | 50,000 | $2.59M | 1.53% | +20,000+66.7% | Added |
| Investment House LLC | 50,060 | $2.59M | 0.14% | +4,665+10.3% | Added |
| 3Chopt Investment Partners, LLC | 50,279 | $2.60M | 0.93% | +4,940+10.9% | Added |
| Ashton Thomas Private Wealth, LLC | 50,480 | $2.61M | 0.14% | +18,383+57.3% | Added |
| LGT Group Foundation | 48,729 | $2.62M | 0.04% | −6,279−11.4% | Reduced |
| Groupama Asset Managment | 63,579 | $2.64M | 0.07% | −52,430−45.2% | Reduced |
| London Co of Virginia | 51,206 | $2.65M | 0.01% | −21,886−29.9% | Reduced |
| Sapient Capital LLC | 51,234 | $2.65M | 0.05% | −297−0.6% | Reduced |
| Zuckerman Investment Group, LLC | 51,339 | $2.66M | 0.27% | +8,199+19.0% | Added |
| Meridian Wealth Management, LLC | 51,830 | $2.68M | 0.13% | +51,830 | New |
| Ameritas Investment Partners, Inc. | 51,961 | $2.69M | 0.09% | −3,375−6.1% | Reduced |
| Providence Capital Advisors, LLC | 52,259 | $2.70M | 0.54% | +276+0.5% | Added |
| Longbow Finance SA | 52,308 | $2.71M | 0.29% | +22,062+72.9% | Added |
| Inlet Private Wealth, LLC | 52,788 | $2.73M | 0.69% | −2,103−3.8% | Reduced |
| Essex Financial Services, Inc. | 52,074 | $2.75M | 0.20% | −9,137−14.9% | Reduced |
| AIMZ Investment Advisors, LLC | 53,249 | $2.76M | 0.94% | −170−0.3% | Reduced |
| Clark Estates Inc | 53,400 | $2.76M | 0.51% | −4,300−7.5% | Reduced |
| BigSur Wealth Management LLC | 53,630 | $2.77M | 0.76% | +700+1.3% | Added |