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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 110,083 | $5.70M | 1.12% | +11,730+11.9% | Added |
| Shelton Capital Management | 110,083 | $5.70M | 0.15% | −9,071−7.6% | Reduced |
| Gamco Investors, Inc. Et Al | 110,894 | $5.74M | 0.06% | −545−0.5% | Reduced |
| Azimuth Capital Investment Management LLC | 111,445 | $5.77M | 0.22% | −1,280−1.1% | Reduced |
| Gateway Investment Advisers LLC | 111,566 | $5.77M | 0.06% | +240+0.2% | Added |
| Silvercrest Asset Management Group LLC | 111,706 | $5.78M | 0.04% | −589−0.5% | Reduced |
| Securian Asset Management, Inc | 112,132 | $5.80M | 0.17% | −4,427−3.8% | Reduced |
| Rakuten Investment Management, Inc. | 115,504 | $5.88M | 0.03% | +28,610+32.9% | Added |
| Louisiana State Employees Retirement System | 114,100 | $5.90M | 0.11% | −600−0.5% | Reduced |
| Omers Administration Corp | 114,302 | $5.91M | 0.05% | +34,900+44.0% | Added |
| Benjamin Edwards Inc | 115,235 | $5.96M | 0.09% | +115,235 | New |
| Gibraltar Capital Management, Inc. | 115,268 | $5.96M | 2.68% | +3,097+2.8% | Added |
| MAI Capital Management | 116,686 | $6.04M | 0.06% | −26,254−18.4% | Reduced |
| Thrivent Financial for Lutherans | 116,801 | $6.04M | 0.01% | +5,407+4.9% | Added |
| Maryland State Retirement & Pension System | 116,982 | $6.05M | 0.13% | −41,127−26.0% | Reduced |
| Capital International Sarl | 117,025 | $6.05M | 0.16% | +60,888+108.5% | Added |
| Plato Investment Management Ltd | 117,401 | $6.07M | 0.49% | +13,447+12.9% | Added |
| First Citizens Bank & Trust Co | 117,477 | $6.08M | 0.13% | −370−0.3% | Reduced |
| Raymond James Trust N.A. | 117,655 | $6.09M | 0.13% | +5,932+5.3% | Added |
| San Luis Wealth Advisors LLC | 117,958 | $6.10M | 1.26% | +24,883+26.7% | Added |
| Principal Street Partners, LLC | 118,215 | $6.12M | 1.00% | −13,807−10.5% | Reduced |
| Wright Investors Service Inc | 119,781 | $6.20M | 1.62% | +37,055+44.8% | Added |
| PEAK6 Investments LLC | 120,168 | $6.22M | 0.31% | −13,618−10.2% | Reduced |
| Bollard Group LLC | 120,613 | $6.24M | 0.17% | −14,689−10.9% | Reduced |
| Clearstead Advisors, LLC | 120,732 | $6.25M | 0.10% | −2,819−2.3% | Reduced |
| TrimTabs Asset Management, LLC | 122,341 | $6.33M | 1.47% | +9,496+8.4% | Added |
| AMG National Trust Bank | 122,403 | $6.33M | 0.17% | +4,808+4.1% | Added |
| Ci Investments Inc. | 123,738 | $6.40M | 0.02% | −18,638−13.1% | Reduced |
| First Trust Investment Solutions L.P. | 124,518 | $6.44M | 0.73% | −151,180−54.8% | Reduced |
| Toroso Investments, LLC | 125,350 | $6.49M | 0.07% | −19,338−13.4% | Reduced |
| Ostrum Asset Management | 125,493 | $6.49M | 0.54% | +20,131+19.1% | Added |
| FourThought Financial Partners, LLC | 125,693 | $6.50M | 0.77% | +9,184+7.9% | Added |
| MUFG Securities EMEA plc | 125,999 | $6.52M | 0.27% | +125,999 | New |
| WealthTrust Axiom LLC | 126,099 | $6.52M | 1.93% | −154−0.1% | Reduced |
| Allianz SE | 126,318 | $6.54M | 0.18% | +24,623+24.2% | Added |
| American Assets Investment Management, LLC | 127,000 | $6.57M | 0.57% | 00.0% | Unchanged |
| Hartford Investment Management Co | 127,447 | $6.59M | 0.22% | −2,229−1.7% | Reduced |
| Atria Investments LLC | 127,858 | $6.62M | 0.08% | +10,911+9.3% | Added |
| Vinva Investment Management Ltd | 132,101 | $6.73M | 0.29% | +17,231+15.0% | Added |
| Graham Capital Management, L.P. | 130,485 | $6.75M | 0.22% | +56,170+75.6% | Added |
| Goelzer Investment Management, Inc. | 130,836 | $6.77M | 0.37% | −2,113−1.6% | Reduced |
| Mizuho Securities USA LLC | 131,466 | $6.80M | 0.15% | −24,827−15.9% | Reduced |
| Kinneret Advisory, LLC | 131,603 | $6.81M | 0.62% | −1,724−1.3% | Reduced |
| CX Institutional | 132,035 | $6.83M | 0.30% | +59,116+81.1% | Added |
| California First Leasing Corp | 132,800 | $6.87M | 2.99% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 133,280 | $6.90M | 0.27% | +133,280 | New |
| Lido Advisors, LLC | 134,028 | $6.93M | 0.05% | +5,263+4.1% | Added |
| Financial Counselors Inc | 134,577 | $6.96M | 0.10% | −5,321−3.8% | Reduced |
| Advocate Group LLC | 137,241 | $7.10M | 1.29% | +2,873+2.1% | Added |
| HGK Asset Management Inc | 137,698 | $7.12M | 1.32% | +6,676+5.1% | Added |
| Arkadios Wealth Advisors | 138,427 | $7.16M | 0.41% | +90,696+190.0% | Added |
| Redwood Investment Management, LLC | 141,233 | $7.20M | 0.64% | −10,217−6.7% | Reduced |
| ExodusPoint Capital Management, LP | 139,889 | $7.24M | 0.07% | +139,889 | New |
| Biondo Investment Advisors, LLC | 140,940 | $7.29M | 1.00% | +5,671+4.2% | Added |
| Kentucky Retirement Systems | 141,239 | $7.31M | 0.22% | −11,516−7.5% | Reduced |
| Sequoia Financial Advisors, LLC | 142,955 | $7.40M | 0.08% | +41,276+40.6% | Added |
| Flputnam Investment Management Co | 144,178 | $7.52M | 0.14% | −5,561−3.7% | Reduced |
| Central Trust Co | 145,689 | $7.54M | 0.18% | −3,015−2.0% | Reduced |
| Bridger Management, LLC | 145,762 | $7.54M | 3.77% | +145,762 | New |
| Stoneridge Investment Partners LLC | 146,029 | $7.56M | 2.81% | −1,544−1.0% | Reduced |
| UniSuper Management Pty Ltd | 147,202 | $7.62M | 0.06% | −128,196−46.5% | Reduced |
| Associated Banc-Corp | 148,784 | $7.70M | 0.23% | −14,083−8.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 149,127 | $7.72M | 0.07% | +50,527+51.2% | Added |
| TownSquare Capital, LLC | 149,694 | $7.75M | 0.09% | +25,324+20.4% | Added |
| Wellington Management Group LLP | 150,188 | $7.77M | 0.00% | −16,518−9.9% | Reduced |
| Camden Capital, LLC | 150,365 | $7.78M | 0.84% | +102,590+214.7% | Added |
| Terril Brothers, Inc. | 150,383 | $7.78M | 2.58% | −880−0.6% | Reduced |
| Longfellow Investment Management Co LLC | 150,896 | $7.81M | 1.95% | +239+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 154,333 | $7.99M | 0.24% | −3,089−2.0% | Reduced |
| Stephens Inc | 155,309 | $8.04M | 0.11% | +1,477+1.0% | Added |
| National Asset Management, Inc. | 153,110 | $8.09M | 0.23% | −9,985−6.1% | Reduced |
| Bourne Lent Asset Management Inc | 157,192 | $8.13M | 3.09% | −1,495−0.9% | Reduced |
| Verition Fund Management LLC | 157,280 | $8.14M | 0.06% | +39,597+33.6% | Added |
| Foundation Resource Management Inc | 157,292 | $8.14M | 1.26% | +93+0.1% | Added |
| Edgestream Partners, L.P. | 158,123 | $8.18M | 0.36% | +141,353+842.9% | Added |
| John G Ullman & Associates Inc | 158,350 | $8.19M | 1.18% | −69,465−30.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 158,654 | $8.21M | 0.12% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 158,924 | $8.22M | 2.49% | +23,098+17.0% | Added |
| Bryn Mawr Trust Co | 159,681 | $8.26M | 0.15% | +73,383+85.0% | Added |
| GWM Advisors LLC | 160,041 | $8.28M | 0.05% | −114,699−41.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 160,074 | $8.28M | 1.35% | −4,000−2.4% | Reduced |
| Hillman Capital Management, Inc. | 160,445 | $8.30M | 2.85% | −84−0.1% | Reduced |
| JustInvest LLC | 160,691 | $8.31M | 0.13% | +43,742+37.4% | Added |
| Banque Cantonale Vaudoise | 161,522 | $8.36M | 0.34% | −4,830−2.9% | Reduced |
| Ingalls & Snyder LLC | 161,831 | $8.37M | 0.33% | −31,505−16.3% | Reduced |
| Kestra Private Wealth Services, LLC | 162,923 | $8.43M | 0.15% | −10,113−5.8% | Reduced |
| Adams Asset Advisors, LLC | 163,036 | $8.44M | 1.12% | +1,807+1.1% | Added |
| Gulf International Bank (UK) Ltd | 163,072 | $8.44M | 0.22% | −106−0.1% | Reduced |
| Heritage Investors Management Corp | 163,144 | $8.44M | 0.28% | −498−0.3% | Reduced |
| AlTi Global, Inc. | 164,335 | $8.50M | 0.20% | +57,067+53.2% | Added |
| Huntington National Bank | 164,542 | $8.51M | 0.06% | −1,707−1.0% | Reduced |
| Close Asset Management Ltd | 166,206 | $8.60M | 0.26% | −3,606−2.1% | Reduced |
| Premier Fund Managers Ltd | 170,200 | $8.67M | 0.31% | +170,200 | New |
| Brookstone Capital Management | 167,639 | $8.67M | 0.13% | +16,744+11.1% | Added |
| Zions Bancorporation, N.A. | 167,851 | $8.68M | 0.63% | +23,001+15.9% | Added |
| Dana Investment Advisors, Inc. | 168,216 | $8.70M | 0.29% | +18,955+12.7% | Added |
| Atria Wealth Solutions, Inc. | 169,162 | $8.75M | 0.10% | +1,986+1.2% | Added |
| Regions Financial Corp | 169,883 | $8.79M | 0.06% | −11,294−6.2% | Reduced |
| Canal Insurance CO | 170,000 | $8.80M | 2.07% | −30,000−15.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 170,500 | $8.82M | 0.10% | +15,000+9.6% | Added |