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 |
|---|---|---|---|---|---|
| Edgewood Management LLC | 75,000 | $3.88M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 75,015 | $3.88M | 0.05% | −6,329−7.8% | Reduced |
| Apollon Wealth Management, LLC | 75,085 | $3.88M | 0.11% | +4,321+6.1% | Added |
| Everence Capital Management Inc | 75,780 | $3.92M | 0.25% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 76,775 | $3.97M | 0.07% | +34,418+81.3% | Added |
| Federation des caisses Desjardins du Quebec | 77,276 | $4.00M | 0.02% | −97,100−55.7% | Reduced |
| Daymark Wealth Partners, LLC | 77,350 | $4.00M | 0.17% | −461−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 77,494 | $4.01M | 0.04% | +218+0.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 77,494 | $4.01M | 0.04% | +77,494 | New |
| Moors & Cabot, Inc. | 77,651 | $4.02M | 0.20% | −7,454−8.8% | Reduced |
| PGGM Investments | 77,685 | $4.02M | 0.05% | −29,494−27.5% | Reduced |
| Vident Advisory, LLC | 77,895 | $4.03M | 0.10% | −91,569−54.0% | Reduced |
| Exome Asset Management LLC | 78,000 | $4.04M | 2.73% | +78,000 | New |
| Patten & Patten Inc | 78,279 | $4.05M | 0.27% | −1,468−1.8% | Reduced |
| Richard Bernstein Advisors LLC | 78,580 | $4.07M | 0.09% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 78,794 | $4.08M | 0.32% | +4,958+6.7% | Added |
| Dean Investment Associates, LLC | 78,796 | $4.08M | 0.55% | −5,499−6.5% | Reduced |
| Freestone Capital Holdings, LLC | 78,870 | $4.08M | 0.14% | +31,738+67.3% | Added |
| Griffin Asset Management, Inc. | 79,051 | $4.09M | 0.46% | −3,102−3.8% | Reduced |
| Rodgers Brothers Inc. | 79,332 | $4.10M | 0.52% | +24,961+45.9% | Added |
| Delta Asset Management LLC | 79,576 | $4.12M | 0.35% | −2,185−2.7% | Reduced |
| Miller Value Partners, LLC | 80,000 | $4.14M | 2.34% | +20,000+33.3% | Added |
| Naples Global Advisors, LLC | 80,474 | $4.16M | 0.39% | −2,112−2.6% | Reduced |
| NBT Bank N A | 81,139 | $4.20M | 0.28% | −7,021−8.0% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.20M | 0.30% | 00.0% | Unchanged |
| Romano Brothers and Company | 81,149 | $4.20M | 0.52% | −915−1.1% | Reduced |
| TD Private Client Wealth LLC | 82,008 | $4.24M | 0.12% | +8,703+11.9% | Added |
| Thor Investment Management Inc | 82,671 | $4.28M | 3.12% | +8,206+11.0% | Added |
| Tufton Capital Management | 82,699 | $4.28M | 0.80% | −4,632−5.3% | Reduced |
| Twin Capital Management Inc | 82,849 | $4.29M | 0.48% | +22,080+36.3% | Added |
| Motley Fool Asset Management LLC | 81,584 | $4.32M | 0.26% | +2,821+3.6% | Added |
| Convergence Investment Partners, LLC | 83,605 | $4.33M | 1.17% | +83,605 | New |
| Kennedy Capital Management, Inc. | 83,633 | $4.33M | 0.10% | +3,821+4.8% | Added |
| Parsons Capital Management Inc | 84,168 | $4.35M | 0.28% | −9,917−10.5% | Reduced |
| Searle & Co. | 84,510 | $4.37M | 1.09% | −9,836−10.4% | Reduced |
| Ally Financial Inc. | 85,000 | $4.40M | 0.53% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 85,052 | $4.40M | 1.07% | +6,960+8.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 85,869 | $4.44M | 2.79% | −10,786−11.2% | Reduced |
| Norinchukin Bank, The | 85,936 | $4.45M | 0.10% | +13,197+18.1% | Added |
| Whittier Trust Co of Nevada Inc | 85,975 | $4.45M | 0.11% | −5,685−6.2% | Reduced |
| Brown Brothers Harriman & Co | 86,429 | $4.47M | 0.03% | −7,111−7.6% | Reduced |
| Mediolanum International Funds Ltd | 88,527 | $4.50M | 0.06% | +484+0.5% | Added |
| CWA Asset Management Group, LLC | 87,192 | $4.51M | 0.24% | +87,192 | New |
| Hamilton Capital Partners Inc. | 87,456 | $4.52M | 0.39% | −2,730−3.0% | Reduced |
| Aaron Wealth Advisors | 88,193 | $4.56M | 0.54% | +3,741+4.4% | Added |
| Public Sector Pension Investment Board | 88,350 | $4.57M | 0.02% | +10,400+13.3% | Added |
| Wolverine Trading, LLC | 90,051 | $4.58M | 0.12% | +33,589+59.5% | Added |
| Hudson Capital Management LLC | 88,649 | $4.59M | 1.46% | +1,042+1.2% | Added |
| Radnor Capital Management, LLC | 89,466 | $4.63M | 0.69% | +89,466 | New |
| HM Payson & Co | 90,286 | $4.67M | 0.08% | −7,517−7.7% | Reduced |
| Arlington Partners LLC | 90,797 | $4.70M | 1.84% | +12,491+16.0% | Added |
| Geneos Wealth Management Inc. | 92,395 | $4.78M | 0.18% | +23,213+33.6% | Added |
| Cullinan Associates Inc | 92,232 | $4.82M | 0.27% | −13,324−12.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 92,742 | $4.82M | 0.09% | +41,662+81.6% | Added |
| Sandy Spring Bank | 93,151 | $4.82M | 0.20% | −9,602−9.3% | Reduced |
| Jones Financial Companies LLLP | 94,514 | $4.82M | 0.00% | +49,504+110.0% | Added |
| Viking Fund Management LLC | 93,600 | $4.84M | 0.79% | −19,100−16.9% | Reduced |
| Equitable Holdings, Inc. | 93,683 | $4.85M | 0.05% | +370+0.4% | Added |
| Talbot Financial, LLC | 94,183 | $4.87M | 0.59% | +5,950+6.7% | Added |
| Osborne Partners Capital Management, LLC | 94,249 | $4.88M | 0.28% | +259+0.3% | Added |
| NEOS Investment Management LLC | 94,313 | $4.88M | 0.15% | +76+0.1% | Added |
| Cardinal Capital Management | 94,681 | $4.90M | 0.76% | +94,681 | New |
| Kingsview Wealth Management, LLC | 94,694 | $4.90M | 0.10% | +61,943+189.1% | Added |
| Tocqueville Asset Management L.P. | 95,239 | $4.93M | 0.08% | −25,223−20.9% | Reduced |
| Savant Capital, LLC | 95,400 | $4.94M | 0.04% | +46,463+94.9% | Added |
| Kinsale Capital Group, Inc. | 95,597 | $4.95M | 1.46% | +18,163+23.5% | Added |
| Ieq Capital, LLC | 96,266 | $4.98M | 0.06% | +34,739+56.5% | Added |
| Stock Yards Bank & Trust Co | 96,315 | $4.98M | 0.16% | −10,039−9.4% | Reduced |
| Clearbridge Investments, LLC | 96,631 | $5.00M | 0.00% | −9,639−9.1% | Reduced |
| Strategic Global Advisors, LLC | 96,660 | $5.00M | 0.99% | −1,041−1.1% | Reduced |
| Davy Global Fund Management Ltd | 97,200 | $5.03M | 0.52% | +26,000+36.5% | Added |
| Altrius Capital Management Inc | 97,662 | $5.05M | 1.27% | +620+0.6% | Added |
| New Mexico Educational Retirement Board | 99,134 | $5.13M | 0.17% | −3,400−3.3% | Reduced |
| Signaturefd, LLC | 99,174 | $5.13M | 0.10% | +7,799+8.5% | Added |
| Algert Global LLC | 99,356 | $5.14M | 0.14% | +91,455+1,157.5% | Added |
| Cornerstone Advisors, LLC | 99,400 | $5.14M | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 99,913 | $5.17M | 0.02% | +71,914+256.8% | Added |
| Tiaa Trust, National Association | 100,588 | $5.20M | 0.02% | +1,071+1.1% | Added |
| Metis Global Partners, LLC | 100,644 | $5.21M | 0.16% | +4,687+4.9% | Added |
| Hennessy Advisors Inc | 101,900 | $5.27M | 0.17% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 102,293 | $5.29M | 0.03% | +60,797+146.5% | Added |
| Berger Financial Group, Inc | 102,524 | $5.30M | 0.38% | +221+0.2% | Added |
| Glenview Trust Co | 102,531 | $5.30M | 0.10% | +973+1.0% | Added |
| Inspire Trust Co, N.A. | 103,500 | $5.36M | 1.47% | +29,044+39.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 104,532 | $5.41M | 0.09% | +59,326+131.2% | Added |
| Oak Harvest Investment Services | 104,779 | $5.42M | 0.78% | +104,779 | New |
| Snowden Capital Advisors LLC | 104,781 | $5.42M | 0.16% | −42,924−29.1% | Reduced |
| Johnson Investment Counsel Inc | 105,913 | $5.48M | 0.05% | −9,302−8.1% | Reduced |
| Thompson Investment Management, Inc. | 106,196 | $5.49M | 0.78% | +13,746+14.9% | Added |
| Bokf, NA | 101,565 | $5.50M | 0.10% | −18,497−15.4% | Reduced |
| Telos Capital Management, Inc. | 106,427 | $5.51M | 0.58% | +1,377+1.3% | Added |
| Miracle Mile Advisors, LLC | 106,936 | $5.53M | 0.13% | −613−0.6% | Reduced |
| Venture Visionary Partners LLC | 107,367 | $5.56M | 0.24% | +10,231+10.5% | Added |
| Welch & Forbes LLC | 107,719 | $5.57M | 0.07% | −4,390−3.9% | Reduced |
| Kempner Capital Management Inc. | 108,144 | $5.59M | 2.86% | 00.0% | Unchanged |
| Bessemer Group Inc | 108,175 | $5.60M | 0.01% | −812−0.7% | Reduced |
| Meritage Portfolio Management | 108,264 | $5.60M | 0.34% | +102,782+1,874.9% | Added |
| Te Ahumairangi Investment Management Ltd | 108,947 | $5.61M | 0.99% | −37,110−25.4% | Reduced |
| Grassi Investment Management | 108,360 | $5.61M | 0.48% | −400−0.4% | Reduced |
| Entropy Technologies, LP | 110,022 | $5.69M | 0.60% | −26,086−19.2% | Reduced |