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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 434 | $22.5K | 0.01% | −200−31.5% | Reduced |
| Godsey & Gibb Associates | 455 | $23.5K | 0.00% | −1,179−72.2% | Reduced |
| Keener Financial Planning LLC | 468 | $24.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 484 | $25.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 492 | $25.5K | 0.00% | +187+61.3% | Added |
| Reston Wealth Management LLC | 492 | $25.5K | 0.01% | +492 | New |
| Studio Investment Management LLC | 500 | $25.9K | 0.01% | −392−43.9% | Reduced |
| Clear Investment Research, LLC | 500 | $25.9K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 500 | $25.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $25.9K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 505 | $26.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 521 | $27.0K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 529 | $27.4K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 533 | $27.6K | 0.02% | +5+0.9% | Added |
| Bell Investment Advisors, Inc | 534 | $27.6K | 0.01% | −11−2.0% | Reduced |
| Kennebec Savings Bank | 544 | $28.1K | 0.03% | +544 | New |
| LGT Financial Advisors LLC | 546 | $28.2K | 0.07% | −213−28.1% | Reduced |
| Darwin Advisors, LLC | 558 | $28.9K | 0.01% | +558 | New |
| Robbins Farley LLC | 560 | $29.0K | 0.01% | −330−37.1% | Reduced |
| Accordant Advisory Group Inc | 580 | $30.0K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 584 | $30.2K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 589 | $30.5K | 0.00% | −3,843−86.7% | Reduced |
| Valued Wealth Advisors LLC | 596 | $30.8K | 0.02% | +549+1,168.1% | Added |
| Dynamic Wealth Strategies, LLC | 590 | $31.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 610 | $32.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 632 | $32.7K | 0.01% | +107+20.4% | Added |
| Mascoma Wealth Management LLC | 638 | $33.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 647 | $33.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 652 | $33.7K | 0.01% | +652 | New |
| First Personal Financial Services | 654 | $33.8K | 0.01% | +159+32.1% | Added |
| Dunhill Financial, LLC | 664 | $34.4K | 0.02% | +189+39.8% | Added |
| Cornerstone Planning Group LLC | 655 | $34.4K | 0.01% | +46+7.6% | Added |
| SWAN Capital LLC | 670 | $34.7K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 679 | $35.1K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 682 | $35.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 685 | $35.4K | 0.02% | −1,339−66.2% | Reduced |
| Canton Hathaway, LLC | 695 | $36.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 698 | $36.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 700 | $36.2K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 711 | $36.8K | 0.01% | +36+5.3% | Added |
| Glass Jacobson Investment Advisors llc | 711 | $36.8K | 0.01% | −4−0.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 714 | $36.9K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 790 | $40.9K | 0.03% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 800 | $41.0K | 0.00% | −495−38.2% | Reduced |
| Fairman Group, LLC | 819 | $42.4K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 820 | $42.4K | 0.02% | −145−15.0% | Reduced |
| Main Street Group, LTD | 821 | $42.5K | 0.02% | +197+31.6% | Added |
| TSFG, LLC | 854 | $44.0K | 0.01% | +1+0.1% | Added |
| Wolff Wiese Magana LLC | 860 | $44.5K | 0.03% | −36−4.0% | Reduced |
| CKW Financial Group | 850 | $45.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 900 | $46.6K | 0.00% | −1,170−56.5% | Reduced |
| Maven Securities LTD | 67,856 | $46.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 932 | $48.2K | 0.04% | +15+1.6% | Added |
| McMahon Financial Advisors, LLC | 934 | $48.3K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 979 | $50.7K | 0.02% | +979 | New |
| ORG Partners LLC | 981 | $50.9K | 0.01% | −10,483−91.4% | Reduced |
| Cornerstone National Bank & Trust Co | 1,000 | $51.7K | 0.02% | +1,000 | New |
| Atticus Wealth Management, LLC | 1,005 | $52.0K | 0.02% | −261−20.6% | Reduced |
| SJS Investment Consulting Inc. | 1,005 | $52.0K | 0.01% | +175+21.1% | Added |
| Rosenberg Matthew Hamilton | 1,011 | $52.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,013 | $52.4K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 1,020 | $53.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,027 | $53.1K | 0.01% | +430+72.0% | Added |
| Private Wealth Management Group, LLC | 1,052 | $54.4K | 0.02% | −22−2.0% | Reduced |
| Raffa Wealth Management, LLC | 1,061 | $54.9K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,063 | $55.0K | 0.05% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,067 | $55.0K | 0.00% | +344+47.6% | Added |
| Financial Perspectives, Inc | 1,066 | $55.2K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,085 | $55.2K | 0.01% | −149−12.1% | Reduced |
| Itau Unibanco Holding S.A. | 1,082 | $56.0K | 0.00% | −327−23.2% | Reduced |
| Cyrus J. Lawrence, LLC | 1,100 | $56.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,091 | $56.4K | 0.01% | +1,091 | New |
| Essex Investment Management Co LLC | 1,120 | $57.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,121 | $58.0K | 0.03% | +38+3.5% | Added |
| MB, Levis & Associates, LLC | 1,170 | $60.5K | 0.03% | +10+0.9% | Added |
| Byrne Asset Management LLC | 1,174 | $60.7K | 0.04% | −320−21.4% | Reduced |
| Strategic Investment Solutions, Inc. | 1,188 | $61.5K | 0.02% | −135−10.2% | Reduced |
| Promethos Capital, LLC | 1,194 | $61.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 1,200 | $62.1K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $62.1K | 0.04% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,200 | $62.1K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,201 | $62.1K | 0.02% | −300−20.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $62.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $63.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,254 | $64.9K | 0.02% | +15+1.2% | Added |
| True Wealth Design, LLC | 1,260 | $65.2K | 0.03% | +942+296.2% | Added |
| Evergreen Private Wealth LLC | 1,268 | $65.6K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,272 | $65.8K | 0.01% | +1+0.1% | Added |
| Financial Network Wealth Advisors LLC | 1,354 | $70.1K | 0.06% | +263+24.1% | Added |
| Future Financial Wealth Managment LLC | 1,375 | $71.1K | 0.05% | +1,375 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $71.4K | 0.04% | −38−2.7% | Reduced |
| AllSquare Wealth Management LLC | 1,400 | $72.4K | 0.04% | −1,000−41.7% | Reduced |
| Abich Financial Wealth Management LLC | 1,411 | $73.0K | 0.16% | +1,351+2,251.7% | Added |
| Battery Global Advisors, LLC | 1,436 | $74.3K | 0.04% | +1,436 | New |
| Naples Money Management LLC | 1,450 | $75.0K | 0.06% | +112+8.4% | Added |
| West Oak Capital, LLC | 1,490 | $77.1K | 0.01% | −1,950−56.7% | Reduced |
| McIlrath & Eck, LLC | 1,497 | $77.5K | 0.01% | +2+0.1% | Added |
| Voisard Asset Management Group, Inc. | 1,507 | $78.0K | 0.03% | +39+2.7% | Added |
| Ramirez Asset Management, Inc. | 1,516 | $78.4K | 0.02% | −400−20.9% | Reduced |
| Briaud Financial Planning, Inc | 1,536 | $79.0K | 0.04% | +402+35.4% | Added |