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 |
|---|---|---|---|---|---|
| CarsonAllaria Wealth Management, Ltd. | 1,556 | $80.6K | 0.05% | 00.0% | Unchanged |
| American National Bank | 1,600 | $82.8K | 0.01% | −1,200−42.9% | Reduced |
| Center for Financial Planning, Inc. | 1,613 | $83.5K | 0.01% | −95−5.6% | Reduced |
| Ashton Thomas Securities, LLC | 1,689 | $87.4K | 0.02% | +1,689 | New |
| Continuum Advisory, LLC | 1,506 | $88.1K | 0.01% | +423+39.1% | Added |
| First Command Advisory Services, Inc. | 1,742 | $90.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,815 | $93.9K | 0.04% | +1,815 | New |
| Coston, McIsaac & Partners | 1,841 | $95.0K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,843 | $95.4K | 0.01% | +249+15.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,868 | $96.7K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,770 | $98.0K | 0.03% | +1,770 | New |
| Cranbrook Wealth Management, LLC | 1,909 | $98.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,913 | $99.0K | 0.01% | −3,298−63.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,920 | $99.3K | 0.04% | +436+29.4% | Added |
| Carolinas Wealth Consulting LLC | 1,945 | $100.6K | 0.02% | +191+10.9% | Added |
| Cetera Trust Company, N.A | 1,968 | $101.8K | 0.06% | −15,959−89.0% | Reduced |
| Sachetta, LLC | 1,973 | $102.0K | 0.04% | +669+51.3% | Added |
| Peoples Bank | 1,983 | $102.6K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,001 | $103.5K | 0.01% | +117+6.2% | Added |
| Rise Advisors, LLC | 2,160 | $111.8K | 0.05% | −106−4.7% | Reduced |
| Horizon Bancorp Inc | 2,163 | $112.0K | 0.05% | −74−3.3% | Reduced |
| Compass Wealth Management LLC | 2,198 | $113.7K | 0.03% | −3,632−62.3% | Reduced |
| Blume Capital Management, Inc. | 2,204 | $114.0K | 0.03% | −271−10.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,223 | $115.0K | 0.01% | +89+4.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,228 | $115.3K | 0.03% | +10.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,300 | $119.0K | 0.04% | +1,000+76.9% | Added |
| Gen-Wealth Partners Inc | 2,261 | $119.1K | 0.05% | +100+4.6% | Added |
| HHM Wealth Advisors, LLC | 2,352 | $121.7K | 0.02% | −666−22.1% | Reduced |
| Quent Capital, LLC | 2,358 | $121.8K | 0.01% | −590−20.0% | Reduced |
| Tidemark, LLC | 2,395 | $123.9K | 0.05% | +12+0.5% | Added |
| American Capital Advisory, LLC | 2,398 | $124.1K | 0.07% | −5,660−70.2% | Reduced |
| Flaharty Asset Management, LLC | 2,415 | $125.0K | 0.02% | +2,415 | New |
| Fairscale Capital, LLC | 2,422 | $125.3K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,451 | $127.0K | 0.02% | −3,016−55.2% | Reduced |
| Advantage Trust Co | 2,475 | $128.1K | 0.09% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,500 | $129.0K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,532 | $131.0K | 0.03% | −376−12.9% | Reduced |
| Pittenger & Anderson Inc | 2,569 | $132.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,569 | $133.0K | 0.01% | +2,569 | New |
| Pinnacle Bancorp, Inc. | 2,576 | $133.3K | 0.04% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,588 | $133.9K | 0.06% | +500+23.9% | Added |
| Global Financial Private Client, LLC | 2,590 | $134.0K | 0.05% | +1,032+66.2% | Added |
| Operose Advisors LLC | 2,617 | $135.4K | 0.04% | −195−6.9% | Reduced |
| TD Capital Management LLC | 2,647 | $137.0K | 0.01% | +2+0.1% | Added |
| TFC Financial Management | 2,653 | $137.3K | 0.02% | +30+1.1% | Added |
| Sugarloaf Wealth Management, LLC | 2,657 | $137.5K | 0.03% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,698 | $139.6K | 0.09% | −615−18.6% | Reduced |
| MV Capital Management, Inc. | 2,699 | $139.6K | 0.01% | −231−7.9% | Reduced |
| Tower View Investment Management & Research LLC | 2,700 | $139.7K | 0.08% | +26+1.0% | Added |
| Pacific Center for Financial Services | 2,757 | $142.6K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,770 | $143.3K | 0.01% | +885+46.9% | Added |
| Stephens Consulting, LLC | 2,796 | $144.7K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2,800 | $144.9K | 0.08% | −169−5.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,860 | $148.0K | 0.05% | −536−15.8% | Reduced |
| West Branch Capital LLC | 2,863 | $148.1K | 0.05% | +13+0.5% | Added |
| Venturi Wealth Management, LLC | 2,898 | $150.0K | 0.01% | +1,558+116.3% | Added |
| Beacon Capital Management, LLC | 2,902 | $150.1K | 0.02% | +258+9.8% | Added |
| Northwest Investment Counselors, LLC | 3,024 | $156.4K | 0.04% | +3,024 | New |
| Cassady Schiller Wealth Management, LLC | 3,194 | $165.3K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,200 | $165.6K | 0.03% | −1,600−33.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,208 | $166.0K | 0.01% | +104+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,200 | $166.0K | 0.06% | −192−5.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 3,221 | $166.7K | 0.05% | −50−1.5% | Reduced |
| Y.D. More Investments Ltd | 3,335 | $172.6K | 0.02% | +1,308+64.5% | Added |
| Clean Yield Group | 3,339 | $172.8K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 3,372 | $174.5K | 0.15% | −1,264−27.3% | Reduced |
| Bruce G. Allen Investments, LLC | 3,405 | $176.2K | 0.14% | +614+22.0% | Added |
| Blue Chip Partners, Inc. | 3,438 | $177.9K | 0.02% | −210−5.8% | Reduced |
| Glen Eagle Advisors, LLC | 3,457 | $178.8K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 3,531 | $182.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,532 | $182.8K | 0.01% | +24+0.7% | Added |
| WR Wealth Planners, LLC | 3,646 | $188.6K | 0.05% | +63+1.8% | Added |
| Atlantic Trust, LLC | 3,708 | $191.9K | 0.05% | +13+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,791 | $196.2K | 0.01% | +66+1.8% | Added |
| Silver Oak Securities, Inc | 3,967 | $199.7K | 0.02% | +3,967 | New |
| Wynn Capital, LLC | 3,875 | $200.5K | 0.13% | +3,875 | New |
| SignalPoint Asset Management, LLC | 3,940 | $200.6K | 0.05% | +3,940 | New |
| Sivia Capital Partners, LLC | 3,882 | $200.9K | 0.12% | +3,882 | New |
| Crescent Grove Advisors, LLC | 3,890 | $201.3K | 0.02% | −1,200−23.6% | Reduced |
| Focus Financial Network, Inc. | 3,895 | $201.5K | 0.01% | +3,895 | New |
| Paragon Capital Management Ltd | 3,909 | $202.3K | 0.04% | +3,909 | New |
| Smith Thornton Advisors LLC | 3,911 | $202.4K | 0.13% | +3,911 | New |
| Eagle Wealth Strategies LLC | 3,912 | $202.4K | 0.15% | +3,912 | New |
| Wintrust Investments LLC | 3,934 | $203.0K | 0.15% | −39,851−91.0% | Reduced |
| Amica Retiree Medical Trust | 3,928 | $203.0K | 0.17% | +3,928 | New |
| PYA Waltman Capital, LLC | 3,925 | $203.1K | 0.07% | +3,925 | New |
| Luts & Greenleigh Group, Inc | 3,942 | $204.0K | 0.20% | −3,378−46.1% | Reduced |
| Boltwood Capital Management | 3,945 | $204.1K | 0.06% | +3,945 | New |
| Certified Advisory Corp | 3,959 | $204.8K | 0.02% | +3,959 | New |
| Waterloo Capital, L.P. | 3,959 | $204.9K | 0.02% | +3,959 | New |
| Kestra Investment Management, LLC | 3,976 | $205.7K | 0.01% | +3,976 | New |
| Financial Advisors, LLC | 3,979 | $205.9K | 0.04% | +3,979 | New |
| Prentice Wealth Management LLC | 3,985 | $206.2K | 0.06% | −3,012−43.0% | Reduced |
| Voya Financial Advisors, Inc. | 4,052 | $206.3K | 0.02% | +4,052 | New |
| Bullock Wealth Management Group | 3,910 | $206.8K | 0.12% | −79−2.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,000 | $207.0K | 0.13% | +4,000 | New |
| CFM Wealth Partners LLC | 4,008 | $207.4K | 0.04% | +4,008 | New |
| Gimbal Financial | 3,924 | $207.7K | 0.13% | +3,924 | New |
| Connecticut Wealth Management, LLC | 4,027 | $208.4K | 0.01% | +4,027 | New |
| SlateStone Wealth, LLC | 4,033 | $209.0K | 0.02% | +4,033 | New |