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 |
|---|---|---|---|---|---|
| Marex Group plc | 4,046 | $209.3K | 0.00% | −1,878−31.7% | Reduced |
| Exeter Financial, LLC | 4,046 | $209.3K | 0.09% | +4,046 | New |
| Duncan Williams Asset Management, LLC | 4,049 | $209.5K | 0.12% | +4,049 | New |
| Moss Adams Wealth Advisors LLC | 4,053 | $209.7K | 0.02% | +4,053 | New |
| Baron Wealth Management LLC | 4,061 | $210.1K | 0.10% | +4,061 | New |
| Madison Asset Management, LLC | 4,068 | $210.5K | 0.00% | −904−18.2% | Reduced |
| Autumn Glory Partners, LLC | 4,069 | $210.5K | 0.08% | +4,069 | New |
| West Coast Financial LLC | 4,071 | $210.6K | 0.02% | +4,071 | New |
| Tiemann Investment Advisors, LLC | 4,071 | $210.6K | 0.09% | +4,071 | New |
| Maia Wealth LLC | 3,982 | $210.7K | 0.05% | +3,982 | New |
| Fullcircle Wealth LLC | 4,005 | $210.8K | 0.09% | +4,005 | New |
| SNS Financial Group, LLC | 4,077 | $210.9K | 0.02% | +4,077 | New |
| First PREMIER Bank | 4,079 | $211.0K | 0.05% | −2,678−39.6% | Reduced |
| Two Sigma Securities, LLC | 4,086 | $211.4K | 0.02% | −324,673−98.8% | Reduced |
| S.A. Mason LLC | 4,086 | $211.4K | 0.11% | +20.0% | Added |
| Lakeside Advisors, INC. | 4,092 | $211.7K | 0.13% | +4,092 | New |
| Zhang Financial LLC | 4,094 | $211.8K | 0.01% | +4,094 | New |
| Walleye Capital LLC | 4,095 | $211.9K | 0.00% | −178,207−97.8% | Reduced |
| Five Oceans Advisors | 4,097 | $212.0K | 0.10% | +4,097 | New |
| Arthur M. Cohen & Associates, LLC | 4,010 | $212.1K | 0.04% | +4,010 | New |
| EHP Funds Inc. | 4,100 | $212.1K | 0.15% | +4,100 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,100 | $212.1K | 0.01% | +4,100 | New |
| Enterprise Bank & Trust Co | 4,104 | $212.3K | 0.07% | +4,104 | New |
| Frisch Financial Group, Inc. | 4,112 | $213.0K | 0.06% | +4,112 | New |
| Quantum Private Wealth, LLC | 4,124 | $213.4K | 0.07% | +4,124 | New |
| Blackston Financial Advisory Group, LLC | 4,160 | $215.2K | 0.11% | +4,160 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,165 | $215.4K | 0.03% | +4,165 | New |
| TFB Advisors LLC | 4,166 | $215.5K | 0.06% | +4,166 | New |
| Stockman Wealth Management, Inc. | 4,175 | $216.0K | 0.03% | +4,175 | New |
| William B. Walkup & Associates, Inc. | 4,179 | $216.2K | 0.13% | +543+14.9% | Added |
| Wimmer Associates 1, LLC | 4,180 | $216.3K | 0.11% | +4,180 | New |
| Westover Capital Advisors, LLC | 4,182 | $216.4K | 0.04% | +4,182 | New |
| Advisor OS, LLC | 4,190 | $216.8K | 0.02% | +4,190 | New |
| Insight Advisors, LLC | 4,191 | $216.9K | 0.04% | +4,191 | New |
| Bright Futures Wealth Management, LLC. | 4,129 | $217.4K | 0.10% | −134−3.1% | Reduced |
| Hourglass Capital, LLC | 4,213 | $218.0K | 0.06% | +4,213 | New |
| Dividend Assets Capital, LLC | 4,219 | $218.3K | 0.04% | +4,219 | New |
| Sage Rhino Capital LLC | 4,222 | $218.5K | 0.05% | +4,222 | New |
| Valmark Advisers, Inc. | 4,223 | $218.5K | 0.00% | +4,223 | New |
| SRS Capital Advisors, Inc. | 4,247 | $219.7K | 0.02% | +356+9.1% | Added |
| Guardian Wealth Advisors, LLC | 4,252 | $220.0K | 0.02% | −1,577−27.1% | Reduced |
| Accurate Wealth Management, LLC | 4,177 | $220.4K | 0.04% | +4,177 | New |
| Stony Point Wealth Management Inc. | 4,266 | $220.7K | 0.09% | +4,266 | New |
| Financial Security Advisor, Inc. | 4,271 | $221.0K | 0.06% | +4,271 | New |
| Carr Financial Group Corp | 4,282 | $221.5K | 0.07% | +4,282 | New |
| ETF Store, Inc. | 4,287 | $221.8K | 0.23% | +4,287 | New |
| Hutchinson Capital Management | 4,298 | $222.4K | 0.04% | +4,298 | New |
| Hummer Financial Advisory Services Inc | 4,300 | $222.5K | 0.17% | +4,300 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,308 | $222.9K | 0.05% | +4,308 | New |
| Thrive Capital Management, LLC | 4,313 | $223.2K | 0.11% | +4,313 | New |
| Greenwich Wealth Management LLC | 4,330 | $224.0K | 0.02% | +4,330 | New |
| Ellis Investment Partners, LLC | 4,338 | $224.5K | 0.04% | +4,338 | New |
| Hantz Financial Services, Inc. | 4,349 | $225.0K | 0.00% | −106−2.4% | Reduced |
| Carson Advisory Inc. | 4,353 | $225.2K | 0.14% | +4,353 | New |
| Quotient Wealth Partners, LLC | 4,359 | $225.5K | 0.01% | +4,359 | New |
| Pine Haven Investment Counsel, Inc | 4,361 | $225.6K | 0.18% | +4,361 | New |
| Verity & Verity, LLC | 4,365 | $225.8K | 0.02% | +4,365 | New |
| Hyperion Partners, LLC | 4,372 | $226.2K | 0.14% | +4,372 | New |
| Northwest Bancshares, Inc. | 4,375 | $226.4K | 0.04% | −675−13.4% | Reduced |
| Resurgent Financial Advisors LLC | 4,383 | $226.8K | 0.13% | −1,685−27.8% | Reduced |
| CFO4Life Group, LLC | 4,388 | $227.1K | 0.04% | +4,388 | New |
| Auxano Advisors, LLC | 4,398 | $227.6K | 0.06% | +4,398 | New |
| Thrive Wealth Management, LLC | 4,400 | $227.6K | 0.04% | +4,400 | New |
| Accel Wealth Management | 4,403 | $227.8K | 0.08% | −436−9.0% | Reduced |
| Alpha Cubed Investments, LLC | 4,404 | $227.9K | 0.01% | −553−11.2% | Reduced |
| Harvey Investment Co LLC | 4,405 | $228.0K | 0.03% | −600−12.0% | Reduced |
| Gitterman Wealth Management, LLC | 4,449 | $230.2K | 0.10% | −4,833−52.1% | Reduced |
| L & S Advisors Inc | 4,463 | $230.9K | 0.02% | +4,463 | New |
| Jacobs & Co | 4,469 | $231.0K | 0.02% | −22,820−83.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,469 | $231.2K | 0.02% | +4,469 | New |
| Focused Wealth Management, Inc | 4,491 | $232.4K | 0.03% | +4,491 | New |
| Jump Financial, LLC | 4,500 | $232.8K | 0.00% | −443,771−99.0% | Reduced |
| Stanley-Laman Group, Ltd. | 4,500 | $232.8K | 0.03% | −4,510−50.1% | Reduced |
| V2 Financial group LLC | 4,500 | $232.8K | 0.15% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $232.8K | 0.10% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 4,511 | $233.4K | 0.02% | −950−17.4% | Reduced |
| Lathrop Investment Management Corp | 4,530 | $234.0K | 0.04% | +4,530 | New |
| Delta Investment Management, LLC | 4,528 | $234.3K | 0.05% | +4,528 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,532 | $234.5K | 0.06% | +840+22.8% | Added |
| LS Investment Advisors, LLC | 4,545 | $235.2K | 0.03% | +4,545 | New |
| Lavaca Capital LLC | 4,545 | $235.2K | 0.11% | +4,545 | New |
| Goldstone Financial Group, LLC | 4,545 | $235.2K | 0.04% | +4,545 | New |
| Core Wealth Partners LLC | 4,550 | $235.4K | 0.14% | +4,550 | New |
| Waycross Partners, LLC | 4,557 | $235.8K | 0.03% | +4,557 | New |
| O'Keefe Stevens Advisory, Inc. | 4,570 | $236.5K | 0.07% | +4,570 | New |
| Johnson Financial Group, Inc. | 4,575 | $236.7K | 0.01% | −1,461−24.2% | Reduced |
| Tyler-Stone Wealth Management | 4,579 | $236.9K | 0.04% | +2,292+100.2% | Added |
| Morris Retirement Advisors, LLC | 4,585 | $237.2K | 0.13% | −1,303−22.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,596 | $237.8K | 0.04% | +4,596 | New |
| Northstar Asset Management LLC | 4,598 | $237.9K | 0.05% | −1,100−19.3% | Reduced |
| Kidder Stephen W | 4,600 | $238.0K | 0.07% | −550−10.7% | Reduced |
| Penn Mutual Asset Management, LLC | 4,600 | $238.0K | 0.47% | +4,600 | New |
| Callan Family Office, LLC | 4,604 | $238.2K | 0.04% | +4,604 | New |
| Addison Advisors LLC | 4,610 | $238.5K | 0.07% | +312+7.3% | Added |
| WBH Advisory Inc | 4,624 | $239.3K | 0.02% | −1,200−20.6% | Reduced |
| SOA Wealth Advisors, LLC. | 4,652 | $240.7K | 0.05% | −10−0.2% | Reduced |
| Lloyd Advisory Services, LLC. | 4,665 | $241.4K | 0.12% | +4,665 | New |
| SageView Advisory Group, LLC | 4,676 | $242.0K | 0.01% | −2,021−30.2% | Reduced |
| Linscomb & Williams, Inc. | 4,681 | $242.2K | 0.01% | −306−6.1% | Reduced |
| Perennial Investment Advisors, LLC | 4,708 | $243.7K | 0.03% | +4,708 | New |