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 |
|---|---|---|---|---|---|
| F&V Capital Management, LLC | 170,558 | $8.82M | 2.27% | +3,070+1.8% | Added |
| Erste Asset Management GmbH | 173,374 | $8.83M | 0.11% | +17,497+11.2% | Added |
| Partners Capital Investment Group, LLP | 170,975 | $8.85M | 0.14% | −9,707−5.4% | Reduced |
| BancorpSouth Bank | 171,799 | $8.89M | 0.61% | +2,681+1.6% | Added |
| Claret Asset Management Corp | 172,424 | $8.92M | 1.46% | −655−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 172,563 | $8.93M | 0.13% | −18,148−9.5% | Reduced |
| GTS Securities LLC | 172,757 | $8.94M | 0.18% | −123,325−41.7% | Reduced |
| Oregon Public Employees Retirement Fund | 173,449 | $8.97M | 0.17% | −630−0.4% | Reduced |
| Northern Oak Wealth Management Inc | 173,911 | $9.00M | 1.05% | −1,522−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 174,626 | $9.04M | 0.07% | +10,032+6.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 174,712 | $9.04M | 0.96% | −38,500−18.1% | Reduced |
| Integral Health Asset Management, LLC | 175,000 | $9.05M | 1.07% | +175,000 | New |
| Ethic Inc. | 168,380 | $9.13M | 0.23% | +24,235+16.8% | Added |
| Fiduciary Trust Co | 179,560 | $9.29M | 0.13% | −1,865−1.0% | Reduced |
| Skylands Capital, LLC | 181,075 | $9.37M | 1.27% | −39,725−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 182,772 | $9.46M | 0.01% | +2,932+1.6% | Added |
| Colony Group, LLC | 183,104 | $9.47M | 0.03% | −98,888−35.1% | Reduced |
| Avantax Advisory Services, Inc. | 184,800 | $9.56M | 0.06% | +25,720+16.2% | Added |
| Crossmark Global Holdings, Inc. | 185,326 | $9.59M | 0.17% | −160,079−46.3% | Reduced |
| Stonebridge Capital Advisors LLC | 186,617 | $9.66M | 0.79% | +1,304+0.7% | Added |
| Pathstone Holdings, LLC | 188,950 | $9.78M | 0.04% | +4,062+2.2% | Added |
| Congress Wealth Management LLC | 189,969 | $9.83M | 0.13% | +126,351+198.6% | Added |
| Elo Mutual Pension Insurance Co | 192,653 | $9.97M | 0.21% | +10,279+5.6% | Added |
| Belpointe Asset Management LLC | 195,384 | $10.1M | 0.61% | +5,955+3.1% | Added |
| Hamilton Wealth, LLC | 195,898 | $10.1M | 2.48% | +195,898 | New |
| Centre Asset Management, LLC | 196,298 | $10.2M | 2.19% | +196,298 | New |
| Hunter Perkins Capital Management, LLC | 197,550 | $10.2M | 2.07% | +142,525+259.0% | Added |
| Rockland Trust Co | 198,579 | $10.3M | 0.51% | +992+0.5% | Added |
| Assetmark, Inc | 198,667 | $10.3M | 0.03% | +26,408+15.3% | Added |
| Quantinno Capital Management LP | 198,804 | $10.3M | 0.13% | +76,976+63.2% | Added |
| Edgar Lomax Co | 199,390 | $10.3M | 0.63% | −3,175−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 199,762 | $10.3M | 0.69% | −1,318−0.7% | Reduced |
| Scotia Capital Inc. | 206,460 | $10.7M | 0.06% | +34,757+20.2% | Added |
| Old National Bancorp | 206,914 | $10.7M | 0.25% | +1,113+0.5% | Added |
| Tobam | 209,106 | $10.8M | 1.97% | −9,203−4.2% | Reduced |
| SpiderRock Advisors, LLC | 209,524 | $10.8M | 0.23% | +62,740+42.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 209,633 | $10.8M | 0.04% | +2,924+1.4% | Added |
| Busey Wealth Management | 210,582 | $10.9M | 0.36% | −2,542−1.2% | Reduced |
| Achmea Investment Management B.V. | 211,630 | $10.9M | 0.18% | −95,183−31.0% | Reduced |
| Advisors Asset Management, Inc. | 212,439 | $11.0M | 0.20% | +49,137+30.1% | Added |
| Blackhill Capital Inc | 214,464 | $11.1M | 0.64% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 214,560 | $11.1M | 0.04% | −15,692−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 214,621 | $11.1M | 0.13% | −13,675−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 214,888 | $11.1M | 0.02% | −323,605−60.1% | Reduced |
| River Road Asset Management, LLC | 216,323 | $11.2M | 0.15% | −4,151−1.9% | Reduced |
| Aquatic Capital Management LLC | 220,600 | $11.4M | 0.30% | −588,400−72.7% | Reduced |
| Stratos Wealth Partners, LTD. | 222,909 | $11.5M | 0.17% | +18,819+9.2% | Added |
| Community Bank, N.A. | 225,680 | $11.7M | 1.47% | +7,463+3.4% | Added |
| Fisher Asset Management, LLC | 226,480 | $11.7M | 0.00% | −1,518−0.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 227,973 | $11.8M | 0.04% | −272,273−54.4% | Reduced |
| Brown Advisory Inc | 228,373 | $11.8M | 0.01% | −3,524−1.5% | Reduced |
| Martingale Asset Management L P | 229,857 | $11.9M | 0.27% | −25,424−10.0% | Reduced |
| Gilman Hill Asset Management, LLC | 232,138 | $12.0M | 2.01% | −1,244−0.5% | Reduced |
| Oppenheimer & Co Inc | 234,211 | $12.1M | 0.18% | +30,872+15.2% | Added |
| RSM US Wealth Management LLC | 229,813 | $12.2M | 0.18% | +112,428+95.8% | Added |
| Edmond de Rothschild Holding S.A. | 237,261 | $12.3M | 0.20% | −10,215−4.1% | Reduced |
| Capital Management Corp | 238,379 | $12.3M | 2.19% | +31,103+15.0% | Added |
| Yousif Capital Management, LLC | 238,684 | $12.3M | 0.13% | −2,740−1.1% | Reduced |
| Compagnie Lombard Odier SCmA | 240,435 | $12.4M | 0.19% | 00.0% | Unchanged |
| GAM Holding AG | 242,009 | $12.5M | 1.00% | +1,733+0.7% | Added |
| Saturna Capital CORP | 243,150 | $12.6M | 0.16% | −258,383−51.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 247,963 | $12.8M | 0.29% | +32,107+14.9% | Added |
| Impax Asset Management Group plc | 249,072 | $12.9M | 0.05% | −2,574−1.0% | Reduced |
| Vestal Point Capital, LP | 250,000 | $12.9M | 1.02% | −250,000−50.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 252,423 | $13.1M | 0.41% | +194,981+339.4% | Added |
| Private Advisor Group, LLC | 254,256 | $13.2M | 0.08% | −10,589−4.0% | Reduced |
| Kames Capital plc | 254,870 | $13.2M | 0.18% | −56,106−18.0% | Reduced |
| Capital Investment Advisors, LLC | 259,514 | $13.4M | 0.28% | −1,226−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 254,020 | $13.4M | 0.11% | +136,877+116.8% | Added |
| LMR Partners LLP | 259,962 | $13.5M | 0.30% | +259,962 | New |
| Synovus Financial Corp | 260,181 | $13.5M | 0.16% | +822+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 284,461 | $13.5M | 0.10% | +48,436+20.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 261,388 | $13.5M | 0.15% | +7,340+2.9% | Added |
| Mutual of America Capital Management LLC | 261,885 | $13.5M | 0.14% | −9,712−3.6% | Reduced |
| Nissay Asset Management Corp | 262,312 | $13.6M | 0.09% | +6,152+2.4% | Added |
| Avidity Partners Management LP | 263,000 | $13.6M | 0.69% | +263,000 | New |
| Pinnacle Associates Ltd | 266,041 | $13.7M | 0.23% | +70,905+36.3% | Added |
| Kestra Advisory Services, LLC | 265,448 | $13.7M | 0.08% | −23,927−8.3% | Reduced |
| Wesbanco Bank Inc | 269,176 | $13.9M | 0.47% | −6,736−2.4% | Reduced |
| Spears Abacus Advisors LLC | 273,382 | $14.1M | 0.28% | +2,698+1.0% | Added |
| CIBC World Markets Corp | 275,173 | $14.2M | 0.10% | +13,884+5.3% | Added |
| StemPoint Capital LP | 275,303 | $14.2M | 4.27% | +275,303 | New |
| Altrinsic Global Advisors LLC | 277,270 | $14.3M | 0.61% | −7,718−2.7% | Reduced |
| Loomis Sayles & Co L P | 277,599 | $14.4M | 0.02% | +62,602+29.1% | Added |
| Jefferies Financial Group Inc. | 278,622 | $14.4M | 0.23% | +47,568+20.6% | Added |
| Teachers Retirement System of the State of Kentucky | 278,908 | $14.4M | 0.13% | +115,488+70.7% | Added |
| Public Employees Retirement Association of Colorado | 279,922 | $14.5M | 0.06% | +390.0% | Added |
| Davidson Investment Advisors | 287,537 | $14.9M | 0.72% | +12,995+4.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 287,962 | $14.9M | 0.03% | −20,785−6.7% | Reduced |
| Cinctive Capital Management LP | 288,448 | $14.9M | 0.86% | +288,448 | New |
| QRG Capital Management, Inc. | 289,388 | $15.0M | 0.16% | −12,074−4.0% | Reduced |
| Voloridge Investment Management, LLC | 289,735 | $15.0M | 0.05% | −2,570,878−89.9% | Reduced |
| Acadian Asset Management LLC | 290,567 | $15.0M | 0.05% | −56,807−16.4% | Reduced |
| Kornitzer Capital Management Inc | 291,387 | $15.1M | 0.28% | +1,040+0.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 295,537 | $15.3M | 1.04% | +529+0.2% | Added |
| Systematic Alpha Investments, LLC | 296,292 | $15.3M | 0.56% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 296,525 | $15.3M | 0.03% | +97,758+49.2% | Added |
| Prudential PLC | 304,104 | $15.7M | 0.08% | −84,810−21.8% | Reduced |
| Intact Investment Management Inc. | 304,400 | $15.7M | 0.52% | +20,200+7.1% | Added |
| New York Life Investment Management LLC | 311,304 | $16.1M | 0.16% | −9,881−3.1% | Reduced |