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 |
|---|---|---|---|---|---|
| Resources Management Corp | 53,707 | $2.78M | 0.37% | −3,115−5.5% | Reduced |
| New England Research & Management, Inc. | 53,838 | $2.79M | 1.31% | −100−0.2% | Reduced |
| Carret Asset Management, LLC | 53,867 | $2.79M | 0.30% | −1,880−3.4% | Reduced |
| Bonness Enterprises Inc | 54,300 | $2.81M | 0.93% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 46,991 | $2.81M | 0.54% | +1,093+2.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 54,389 | $2.81M | 0.24% | +6,975+14.7% | Added |
| Dakota Wealth Management | 54,521 | $2.82M | 0.06% | −1,644−2.9% | Reduced |
| Squarepoint Ops LLC | 54,584 | $2.82M | 0.01% | −3,914,635−98.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 54,598 | $2.82M | 0.27% | −109,763−66.8% | Reduced |
| Concentric Wealth Management, LLC | 54,695 | $2.83M | 0.69% | +3,605+7.1% | Added |
| Integrated Wealth Concepts LLC | 54,730 | $2.83M | 0.03% | −6,391−10.5% | Reduced |
| Ontario Teachers Pension Plan Board | 54,945 | $2.84M | 0.03% | −86,115−61.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 55,484 | $2.87M | 0.13% | +6,485+13.2% | Added |
| Ferguson Wellman Capital Management, Inc | 55,621 | $2.88M | 0.06% | −1,663−2.9% | Reduced |
| Wedbush Securities Inc | 55,768 | $2.88M | 0.11% | −4,346−7.2% | Reduced |
| Point72 Europe (London) LLP | 55,851 | $2.89M | 0.24% | −23,252−29.4% | Reduced |
| Mutual Advisors, LLC | 54,652 | $2.89M | 0.08% | −31,402−36.5% | Reduced |
| Roanoke Asset Management Corp | 56,019 | $2.90M | 0.91% | −2,445−4.2% | Reduced |
| Sigma Planning Corp | 56,306 | $2.91M | 0.09% | +9,746+20.9% | Added |
| Royal Fund Management, LLC | 56,027 | $2.92M | 0.21% | −1,381−2.4% | Reduced |
| Sage Capital Advisors,llc | 56,472 | $2.92M | 0.76% | +1,065+1.9% | Added |
| Lipe & Dalton | 56,561 | $2.93M | 1.48% | −590−1.0% | Reduced |
| Employees Retirement System of Texas | 56,602 | $2.93M | 0.03% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 56,618 | $2.93M | 0.49% | −2,050−3.5% | Reduced |
| Sippican Capital Advisors | 56,679 | $2.93M | 2.05% | +2,667+4.9% | Added |
| First Interstate Bank | 56,730 | $2.94M | 0.18% | −895−1.6% | Reduced |
| HighPoint Advisor Group LLC | 56,767 | $2.94M | 0.17% | −2,756−4.6% | Reduced |
| Teza Capital Management LLC | 56,826 | $2.94M | 0.32% | −9,241−14.0% | Reduced |
| Sterling Capital Management LLC | 56,846 | $2.94M | 0.04% | +56,846 | New |
| Shelter Mutual Insurance Co | 53,800 | $2.94M | 0.70% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 56,977 | $2.95M | 0.35% | +5,719+11.2% | Added |
| Poehling Capital Management, LLC | 57,138 | $2.96M | 0.76% | +1,458+2.6% | Added |
| Shorepoint Capital Partners LLC | 57,178 | $2.96M | 0.67% | −28,497−33.3% | Reduced |
| Eagle Asset Management Inc | 54,691 | $2.96M | 0.02% | +54,691 | New |
| LGT Fund Management Co Ltd. | 55,750 | $3.00M | 0.31% | +38,732+227.6% | Added |
| AE Wealth Management LLC | 58,242 | $3.01M | 0.03% | −50,561−46.5% | Reduced |
| PFG Investments, LLC | 58,786 | $3.04M | 0.20% | +1,791+3.1% | Added |
| Sowell Financial Services LLC | 59,100 | $3.06M | 0.14% | −1,820−3.0% | Reduced |
| Fulton Bank, N.A. | 59,187 | $3.06M | 0.12% | +7,410+14.3% | Added |
| Horizon Kinetics Asset Management LLC | 59,382 | $3.07M | 0.05% | +14,364+31.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 59,668 | $3.09M | 0.11% | +29,512+97.9% | Added |
| Woodstock Corp | 59,714 | $3.09M | 0.30% | −308−0.5% | Reduced |
| Capital International Ltd | 59,728 | $3.09M | 0.13% | +59,728 | New |
| Ar Asset Management Inc | 59,774 | $3.09M | 0.69% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 59,800 | $3.09M | 0.03% | 00.0% | Unchanged |
| Ossiam | 59,969 | $3.10M | 0.06% | −30,015−33.4% | Reduced |
| American Financial Group Inc | 60,000 | $3.10M | 1.33% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 60,026 | $3.11M | 0.22% | −5,356−8.2% | Reduced |
| First National Trust Co | 60,247 | $3.12M | 0.12% | −6,035−9.1% | Reduced |
| Diversified Trust Co | 60,334 | $3.12M | 0.08% | −1,389−2.3% | Reduced |
| CAPROCK Group, Inc. | 60,637 | $3.14M | 0.11% | +15,870+35.5% | Added |
| Quintet Private Bank (Europe) S.A. | 60,670 | $3.14M | 0.18% | +5,582+10.1% | Added |
| Mechanics Bank Trust Department | 60,879 | $3.15M | 0.42% | −3,965−6.1% | Reduced |
| IHT Wealth Management, LLC | 60,627 | $3.16M | 0.09% | +4,448+7.9% | Added |
| Keene & Associates, Inc. | 61,555 | $3.18M | 2.41% | +1,242+2.1% | Added |
| Avantax Planning Partners, Inc. | 61,656 | $3.19M | 0.11% | +52,158+549.1% | Added |
| HB Wealth Management, LLC | 62,519 | $3.23M | 0.03% | −11,974−16.1% | Reduced |
| Optimas Capital Ltd | 62,900 | $3.25M | 3.09% | +62,900 | New |
| Allworth Financial LP | 63,211 | $3.27M | 0.02% | +2,274+3.7% | Added |
| Assenagon Asset Management S.A. | 64,191 | $3.32M | 0.01% | +7,245+12.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,256 | $3.32M | 0.08% | −254−0.4% | Reduced |
| Argyle Capital Management Inc. | 64,817 | $3.35M | 1.34% | +750+1.2% | Added |
| 44 Wealth Management LLC | 63,285 | $3.36M | 1.18% | +63,285 | New |
| Mengis Capital Management, Inc. | 65,173 | $3.37M | 0.66% | −9,535−12.8% | Reduced |
| Benedict Financial Advisors Inc | 65,306 | $3.38M | 0.80% | −6,630−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 65,374 | $3.38M | 0.09% | −133,372−67.1% | Reduced |
| SG Americas Securities, LLC | 65,817 | $3.40M | 0.01% | −1,198,561−94.8% | Reduced |
| Trilogy Capital Inc. | 66,122 | $3.42M | 0.17% | +419+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 66,197 | $3.43M | 0.09% | +50,000+308.7% | Added |
| Sound View Wealth Advisors Group, LLC | 66,527 | $3.44M | 0.28% | +4,963+8.1% | Added |
| Haverford Trust Co | 67,229 | $3.48M | 0.03% | +382+0.6% | Added |
| Investment Management Corp of Ontario | 67,367 | $3.49M | 0.08% | +22,200+49.2% | Added |
| Hohimer Wealth Management, LLC | 68,476 | $3.54M | 0.76% | −962−1.4% | Reduced |
| Cohen Klingenstein LLC | 68,559 | $3.55M | 0.12% | −841−1.2% | Reduced |
| Quilter Plc | 68,841 | $3.56M | 0.07% | +4,545+7.1% | Added |
| Jacobi Capital Management LLC | 68,875 | $3.56M | 0.27% | +821+1.2% | Added |
| Shell Asset Management Co | 68,888 | $3.56M | 0.16% | +68,888 | New |
| Adviser Investments LLC | 68,894 | $3.56M | 0.04% | +1,967+2.9% | Added |
| Versant Capital Management, Inc | 68,998 | $3.57M | 0.81% | +386+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 69,171 | $3.58M | 0.02% | +69,171 | New |
| Thornburg Investment Management Inc | 69,190 | $3.58M | 0.05% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 69,303 | $3.59M | 0.28% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 69,501 | $3.60M | 0.29% | 00.0% | Unchanged |
| Promethium Advisors,llc | 69,550 | $3.60M | 2.54% | +69,550 | New |
| Capstone Investment Advisors, LLC | 70,283 | $3.64M | 0.07% | −153,996−68.7% | Reduced |
| Advisory Services Network, LLC | 87,616 | $3.64M | 0.08% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 70,755 | $3.66M | 0.27% | +590+0.8% | Added |
| Nepsis, Inc. | 70,768 | $3.66M | 0.87% | +65,078+1,143.7% | Added |
| Gladstone Institutional Advisory LLC | 71,006 | $3.67M | 0.18% | −36,225−33.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 71,472 | $3.70M | 1.54% | −290−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 71,648 | $3.71M | 0.12% | −30,765−30.0% | Reduced |
| Argent Trust Co | 71,814 | $3.72M | 0.15% | −2,509−3.4% | Reduced |
| Next Level Private LLC | 72,011 | $3.73M | 1.53% | +2,905+4.2% | Added |
| Signature Wealth Management Group | 72,436 | $3.75M | 1.50% | +1,733+2.5% | Added |
| Empirical Finance, LLC | 72,676 | $3.76M | 0.22% | +1,366+1.9% | Added |
| Prospera Financial Services Inc | 73,255 | $3.79M | 0.10% | +20,916+40.0% | Added |
| Umb Bank N A | 73,862 | $3.82M | 0.06% | −9,981−11.9% | Reduced |
| Axxcess Wealth Management, LLC | 74,353 | $3.85M | 0.10% | −2,605−3.4% | Reduced |
| XML Financial, LLC | 74,485 | $3.85M | 0.36% | −4,511−5.7% | Reduced |
| Cypress Capital Group | 74,876 | $3.87M | 0.44% | −24,205−24.4% | Reduced |