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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 5,540 | $286.7K | 0.06% | −1,091−16.5% | Reduced |
| Millennium Capital Advisors, LLC | 5,544 | $286.9K | 0.19% | −98−1.7% | Reduced |
| Peoples Bank | 5,546 | $286.9K | 0.15% | 00.0% | Unchanged |
| Winton Group Ltd | 5,551 | $287.2K | 0.02% | +5,551 | New |
| Silverlake Wealth Management LLC | 5,561 | $287.7K | 0.11% | +3+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,595 | $289.5K | 0.04% | +206+3.8% | Added |
| Roof Eidam & Maycock | 5,600 | $289.7K | 0.07% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,606 | $290.1K | 0.11% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 5,619 | $290.7K | 0.03% | +15+0.3% | Added |
| Lyell Wealth Management, LP | 5,645 | $292.1K | 0.03% | −125−2.2% | Reduced |
| RMR Wealth Builders | 5,648 | $292.2K | 0.03% | −108−1.9% | Reduced |
| Bridge Creek Capital Management LLC | 5,651 | $292.4K | 0.09% | −505−8.2% | Reduced |
| Wealth Architects, LLC | 5,663 | $293.0K | 0.03% | −255−4.3% | Reduced |
| Bailard, Inc. | 5,672 | $293.5K | 0.01% | −9,525−62.7% | Reduced |
| JB Capital LLC | 5,694 | $294.6K | 0.02% | −6−0.1% | Reduced |
| Triumph Capital Management | 5,694 | $294.6K | 0.10% | −10,332−64.5% | Reduced |
| Range Financial Group LLC | 5,700 | $294.9K | 0.41% | +5,700 | New |
| FDx Advisors, Inc. | 5,696 | $295.0K | 0.08% | +350+6.5% | Added |
| Cascade Investment Group, Inc. | 5,714 | $295.6K | 0.22% | −650−10.2% | Reduced |
| Cable Hill Partners, LLC | 5,715 | $295.7K | 0.03% | +5,715 | New |
| Graves-Light Private Wealth Management, Inc. | 5,716 | $295.7K | 0.04% | −1,163−16.9% | Reduced |
| West Family Investments, Inc. | 5,719 | $295.9K | 0.10% | +5,719 | New |
| Fagan Associates, Inc. | 5,727 | $296.3K | 0.05% | +5,727 | New |
| WoodTrust Financial Corp | 5,741 | $297.0K | 0.04% | −7,965−58.1% | Reduced |
| Unique Wealth Strategies, LLC | 5,741 | $297.0K | 0.13% | +5,571+3,277.1% | Added |
| Sharp Financial Services, LLC | 5,750 | $297.5K | 0.23% | −4,700−45.0% | Reduced |
| Sonora Investment Management Group, LLC | 5,760 | $298.0K | 0.02% | −3,572−38.3% | Reduced |
| Parkside Advisors LLC | 5,786 | $299.4K | 0.07% | +371+6.9% | Added |
| Bank of Stockton | 5,796 | $299.9K | 0.09% | −227−3.8% | Reduced |
| Souders Financial Advisors | 5,804 | $300.3K | 0.04% | −71−1.2% | Reduced |
| Twin Lakes Capital Management, LLC | 5,808 | $300.5K | 0.19% | +70+1.2% | Added |
| Hudock, Inc. | 5,819 | $301.1K | 0.05% | +408+7.5% | Added |
| Mirabaud & Cie SA | 5,820 | $301.1K | 0.09% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,824 | $301.3K | 0.05% | +186+3.3% | Added |
| Baker Ellis Asset Management LLC | 5,830 | $301.6K | 0.04% | −100−1.7% | Reduced |
| Capital Square, LLC | 5,842 | $302.3K | 0.18% | +49+0.8% | Added |
| Crestwood Advisors Group LLC | 5,857 | $303.0K | 0.01% | +612+11.7% | Added |
| OneAscent Wealth Management LLC | 5,879 | $304.0K | 0.12% | +5,879 | New |
| Ferguson Shapiro LLC | 5,880 | $304.2K | 0.11% | +807+15.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,890 | $304.7K | 0.13% | −2,273−27.8% | Reduced |
| Amussen Hunsaker Associates LLC | 5,896 | $305.0K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 5,898 | $305.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,900 | $305.3K | 0.03% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,902 | $305.4K | 0.10% | +60+1.0% | Added |
| Gradient Investments LLC | 5,921 | $306.3K | 0.01% | +528+9.8% | Added |
| Abacus Planning Group, Inc. | 5,924 | $306.5K | 0.05% | −222−3.6% | Reduced |
| Armstrong Advisory Group, Inc | 5,930 | $306.8K | 0.03% | −1,996−25.2% | Reduced |
| Sand Hill Global Advisors, LLC | 5,934 | $307.0K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,940 | $307.3K | 0.05% | +198+3.4% | Added |
| Meadow Creek Wealth Advisors LLC | 5,945 | $307.6K | 0.24% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,950 | $307.8K | 0.09% | −780−11.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,949 | $307.8K | 0.01% | +932+18.6% | Added |
| CMG Global Holdings, LLC | 5,952 | $308.0K | 0.17% | +5,952 | New |
| Childress Capital Advisors, LLC | 5,967 | $308.7K | 0.08% | +5,967 | New |
| Cozad Asset Management Inc | 5,972 | $309.0K | 0.03% | −116−1.9% | Reduced |
| Geller Advisors LLC | 5,976 | $309.2K | 0.02% | +958+19.1% | Added |
| Baader Bank INC | 6,471 | $309.3K | 0.03% | −144−2.2% | Reduced |
| WMS Partners, LLC | 5,983 | $309.6K | 0.02% | −355−5.6% | Reduced |
| IMS Capital Management | 5,999 | $310.4K | 0.14% | 00.0% | Unchanged |
| Saranac Partners Ltd | 6,007 | $310.8K | 0.47% | +45+0.8% | Added |
| Ritter Daniher Financial Advisory LLC | 6,013 | $311.1K | 0.09% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 6,015 | $311.2K | 0.34% | +483+8.7% | Added |
| Mill Creek Capital Advisors, LLC | 6,034 | $312.2K | 0.01% | −9,989−62.3% | Reduced |
| Somerville Kurt F | 6,037 | $312.4K | 0.05% | +30+0.5% | Added |
| Cubist Systematic Strategies, LLC | 6,040 | $312.5K | 0.00% | −881,127−99.3% | Reduced |
| O'Brien Greene & Co. Inc | 6,048 | $312.9K | 0.10% | −256−4.1% | Reduced |
| Clark Financial Services Group Inc | 6,050 | $313.0K | 0.28% | −35−0.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 6,052 | $313.1K | 0.22% | −1,000−14.2% | Reduced |
| Sterneck Capital Management, LLC | 6,062 | $313.6K | 0.17% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 6,077 | $314.4K | 0.10% | −649−9.6% | Reduced |
| Clearview Wealth Advisors LLC | 6,079 | $314.6K | 0.24% | −236−3.7% | Reduced |
| Magnus Financial Group LLC | 6,087 | $315.0K | 0.03% | +6,087 | New |
| Tilson Financial Group, Inc. | 6,080 | $315.0K | 0.14% | +6,080 | New |
| Regatta Capital Group, LLC | 6,091 | $315.2K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,097 | $315.5K | 0.12% | +11+0.2% | Added |
| Salzhauer Michael | 6,107 | $316.0K | 0.20% | +6,107 | New |
| IFG Advisors, LLC | 6,118 | $316.5K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,138 | $317.6K | 0.08% | +1,008+19.6% | Added |
| Commonwealth Financial Services, LLC | 6,005 | $317.7K | 0.06% | −1,733−22.4% | Reduced |
| Landscape Capital Management, L.L.C. | 6,168 | $319.1K | 0.03% | +6,168 | New |
| M&R Capital Management Inc | 6,170 | $319.2K | 0.07% | +624+11.3% | Added |
| HBW Advisory Services LLC | 6,191 | $320.3K | 0.05% | −440−6.6% | Reduced |
| 1858 Wealth Management, LLC | 6,200 | $320.8K | 0.26% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 6,201 | $320.8K | 0.09% | −305−4.7% | Reduced |
| Catalyst Financial Partners LLC | 6,219 | $321.8K | 0.06% | +1,259+25.4% | Added |
| Hilton Capital Management, LLC | 6,220 | $321.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,221 | $321.9K | 0.09% | −5,569−47.2% | Reduced |
| Notis-McConarty Edward | 6,235 | $322.6K | 0.15% | −3,100−33.2% | Reduced |
| Crawford Investment Counsel Inc | 6,236 | $322.7K | 0.01% | +10.0% | Added |
| Astoria Portfolio Advisors LLC. | 6,182 | $322.7K | 0.11% | +475+8.3% | Added |
| Ironwood Investment Management LLC | 6,239 | $322.8K | 0.16% | 00.0% | Unchanged |
| WT Wealth Management | 6,080 | $323.6K | 0.10% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 6,269 | $324.4K | 0.07% | +6,269 | New |
| Barrett & Company, Inc. | 6,281 | $325.0K | 0.14% | −1,112−15.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,282 | $325.0K | 0.01% | +212+3.5% | Added |
| Grace & White Inc | 6,293 | $325.6K | 0.06% | −1,780−22.0% | Reduced |
| ERTS Wealth Advisors, LLC | 6,300 | $326.0K | 0.06% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 6,300 | $326.0K | 0.17% | +6,300 | New |
| First Foundation Advisors | 6,306 | $326.2K | 0.01% | +650+11.5% | Added |
| Almanack Investment Partners, LLC. | 6,316 | $326.8K | 0.05% | +601+10.5% | Added |