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 |
|---|---|---|---|---|---|
| Allegiance Financial Group Advisory Services LLC | 4,720 | $244.2K | 0.08% | +4,720 | New |
| Franklin Street Advisors Inc | 4,744 | $245.0K | 0.02% | −5,202−52.3% | Reduced |
| LRI Investments, LLC | 4,190 | $245.1K | 0.02% | +1,548+58.6% | Added |
| Patton Albertson Miller Group, LLC | 4,750 | $245.8K | 0.03% | +4,750 | New |
| Tyche Wealth Partners LLC | 4,750 | $245.8K | 0.06% | −991−17.3% | Reduced |
| Kavar Capital Partners Group, LLC | 4,763 | $246.4K | 0.04% | +4,763 | New |
| Aprio Wealth Management, LLC | 4,789 | $247.8K | 0.04% | −780−14.0% | Reduced |
| Liberty Wealth Management LLC | 4,793 | $248.0K | 0.04% | +4,793 | New |
| Mattern Wealth Management LLC | 4,800 | $248.4K | 0.05% | +4,800 | New |
| Ambassador Advisors, LLC | 4,809 | $248.8K | 0.04% | +4,809 | New |
| LCNB Corp | 4,811 | $248.9K | 0.09% | +4,811 | New |
| Brendel Financial Advisors LLC | 4,809 | $249.0K | 0.14% | −113−2.3% | Reduced |
| Savvy Advisors, Inc. | 4,823 | $249.6K | 0.05% | +4,823 | New |
| Renasant Bank | 4,828 | $249.8K | 0.16% | +4,828 | New |
| Tudor Financial Inc. | 4,834 | $250.1K | 0.15% | +4,834 | New |
| Householder Group Estate & Retirement Specialist, LLC | 4,856 | $251.0K | 0.07% | −1,692−25.8% | Reduced |
| Slocum, Gordon & Co LLP | 4,854 | $251.1K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 4,877 | $252.0K | 0.09% | −100−2.0% | Reduced |
| Canopy Partners, LLC | 4,889 | $253.0K | 0.11% | +4,889 | New |
| Aureus Asset Management, LLC | 4,893 | $253.2K | 0.02% | +4,893 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,900 | $253.5K | 0.16% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,911 | $254.1K | 0.06% | +57+1.2% | Added |
| Wealthquest Corp | 4,810 | $254.4K | 0.02% | −1,300−21.3% | Reduced |
| PFG Advisors | 4,922 | $254.7K | 0.02% | +40+0.8% | Added |
| WPWealth LLP | 4,923 | $254.7K | 0.05% | −778−13.6% | Reduced |
| Novare Capital Management LLC | 4,925 | $254.8K | 0.02% | +100+2.1% | Added |
| Ironwood Investment Counsel, LLC | 4,930 | $255.1K | 0.04% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,943 | $255.8K | 0.03% | −3,970−44.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,949 | $256.1K | 0.06% | +4,949 | New |
| Piscataqua Savings Bank | 4,953 | $256.3K | 0.22% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 4,961 | $256.7K | 0.08% | +4,961 | New |
| Caldwell Sutter Capital, Inc. | 4,972 | $257.3K | 0.12% | −1,509−23.3% | Reduced |
| Zacks Investment Management | 4,983 | $257.8K | 0.00% | −6,449−56.4% | Reduced |
| Burt Wealth Advisors | 4,992 | $258.3K | 0.06% | −59−1.2% | Reduced |
| Harbor Advisors LLC | 5,000 | $258.7K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 5,006 | $259.0K | 0.02% | +104+2.1% | Added |
| Colonial River Wealth Management, LLC | 5,011 | $259.2K | 0.13% | −2,949−37.0% | Reduced |
| Beacon Financial Group | 5,019 | $259.7K | 0.03% | +5,019 | New |
| Security National Bank of Sioux City Iowa | 5,022 | $259.8K | 0.16% | −172−3.3% | Reduced |
| Parcion Private Wealth LLC | 5,024 | $259.9K | 0.02% | +5,024 | New |
| Wrapmanager Inc | 5,033 | $260.4K | 0.07% | −2,059−29.0% | Reduced |
| Successful Portfolios LLC | 5,034 | $260.5K | 0.18% | −23−0.5% | Reduced |
| Riversedge Advisors, LLC | 5,049 | $261.2K | 0.06% | +5,049 | New |
| Portland Global Advisors LLC | 5,054 | $261.5K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,060 | $261.8K | 0.02% | −630−11.1% | Reduced |
| Westwood Holdings Group Inc. | 5,067 | $262.2K | 0.00% | −718−12.4% | Reduced |
| Keeley-Teton Advisors, LLC | 5,070 | $262.3K | 0.03% | +5,070 | New |
| Weatherly Asset Management L. P. | 5,084 | $263.1K | 0.02% | +5,084 | New |
| Oxford Financial Group Ltd | 5,086 | $263.1K | 0.02% | −2,038−28.6% | Reduced |
| CWC Advisors, LLC. | 5,089 | $263.3K | 0.26% | +5,089 | New |
| B&L Asset Management LLC | 5,098 | $263.8K | 0.17% | +5,098 | New |
| Lokken Investment Group LLC | 5,109 | $264.3K | 0.11% | −69−1.3% | Reduced |
| SPC Financial, Inc. | 5,128 | $265.3K | 0.02% | −721−12.3% | Reduced |
| Fiduciary Financial Group, LLC | 5,067 | $265.9K | 0.06% | +181+3.7% | Added |
| Genesee Capital Advisors, LLC | 5,141 | $266.0K | 0.13% | +7+0.1% | Added |
| Wealth Advisors of Iowa, LLC | 5,143 | $266.1K | 0.14% | +31+0.6% | Added |
| Peddock Capital Advisors, LLC | 5,147 | $266.3K | 0.06% | +10.0% | Added |
| Wallace Advisory Group, LLC | 6,444 | $267.6K | 0.20% | −202−3.0% | Reduced |
| Adell Harriman & Carpenter Inc | 5,175 | $267.8K | 0.02% | −235−4.3% | Reduced |
| Fort, L.P. | 5,177 | $267.9K | 0.68% | +177+3.5% | Added |
| BOK Financial Private Wealth, Inc. | 5,181 | $268.1K | 0.02% | +1,920+58.9% | Added |
| Concord Wealth Partners | 5,183 | $268.2K | 0.04% | −315−5.7% | Reduced |
| Sheets Smith Wealth Management | 5,188 | $268.4K | 0.03% | −239−4.4% | Reduced |
| Tranquilli Financial Advisor LLC | 5,188 | $268.4K | 0.17% | +32+0.6% | Added |
| Watts Gwilliam & Co., LLC | 5,120 | $268.7K | 0.06% | +5,120 | New |
| Strategic Wealth Partners, Ltd. | 5,205 | $269.3K | 0.03% | −211−3.9% | Reduced |
| McAdam, LLC | 5,215 | $269.8K | 0.02% | +5,215 | New |
| Chesley Taft & Associates LLC | 5,250 | $271.6K | 0.01% | +252+5.0% | Added |
| Talon Private Wealth, LLC | 5,257 | $272.0K | 0.06% | +5,257 | New |
| Pure Financial Advisors, Inc. | 5,270 | $272.7K | 0.01% | +133+2.6% | Added |
| Cravens & Co Advisors, LLC | 5,278 | $273.1K | 0.21% | −565−9.7% | Reduced |
| Capital Investment Counsel, Inc | 5,279 | $273.1K | 0.04% | +55+1.1% | Added |
| North Point Portfolio Managers Corp | 5,287 | $273.5K | 0.04% | +5,287 | New |
| First Affirmative Financial Network | 5,313 | $274.9K | 0.15% | −235−4.2% | Reduced |
| Satovsky Asset Management LLC | 5,315 | $275.0K | 0.06% | +66+1.3% | Added |
| Onefund, LLC | 5,324 | $275.5K | 0.28% | +7+0.1% | Added |
| Sage Mountain Advisors LLC | 5,342 | $276.4K | 0.02% | +5,342 | New |
| EPG Wealth Management LLC | 5,351 | $276.9K | 0.07% | +5,351 | Added |
| Valley National Advisers Inc | 5,362 | $277.0K | 0.05% | −2,292−29.9% | Reduced |
| Sunpointe, LLC | 5,358 | $277.2K | 0.23% | +247+4.8% | Added |
| IVC Wealth Advisors LLC | 5,363 | $277.5K | 0.15% | −217−3.9% | Reduced |
| Hendershot Investments Inc. | 5,404 | $279.6K | 0.04% | +1,985+58.1% | Added |
| GPS Wealth Strategies Group, LLC | 5,407 | $279.7K | 0.04% | −8,938−62.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,407 | $279.8K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 5,521 | $281.1K | 0.02% | −30,948−84.9% | Reduced |
| TCI Wealth Advisors, Inc. | 5,444 | $281.7K | 0.02% | −1,282−19.1% | Reduced |
| Bellevue Asset Management, LLC | 5,455 | $282.2K | 0.14% | −1,986−26.7% | Reduced |
| E&G Advisors, LP | 5,451 | $283.1K | 0.08% | −400−6.8% | Reduced |
| Second Line Capital, LLC | 5,483 | $283.7K | 0.08% | +5,483 | New |
| Arete Wealth Advisors, LLC | 5,499 | $284.0K | 0.02% | −3,289−37.4% | Reduced |
| Colonial Trust Advisors | 5,494 | $284.3K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,500 | $284.6K | 0.05% | −3,024−35.5% | Reduced |
| Alta Advisers Ltd | 5,500 | $284.6K | 0.13% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,514 | $285.3K | 0.03% | +699+14.5% | Added |
| Measured Wealth Private Client Group, LLC | 5,514 | $285.3K | 0.10% | −122−2.2% | Reduced |
| Bedel Financial Consulting, Inc. | 5,515 | $285.3K | 0.04% | +462+9.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 5,517 | $285.4K | 0.20% | +5,517 | New |
| Private Client Services, LLC | 5,519 | $285.5K | 0.15% | −1,885−25.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $286.0K | 0.12% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 5,539 | $286.6K | 0.09% | +10+0.2% | Added |