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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6,318 | $327.0K | 0.21% | −23−0.4% | Reduced |
| Campbell Wealth Management | 6,313 | $327.0K | 0.03% | +6,313 | New |
| Alera Investment Advisors, LLC | 6,329 | $327.5K | 0.04% | +867+15.9% | Added |
| Verus Capital Partners, LLC | 6,331 | $327.5K | 0.03% | −114−1.8% | Reduced |
| GHP Investment Advisors, Inc. | 6,333 | $327.7K | 0.02% | +353+5.9% | Added |
| NWF Advisory Services Inc. | 6,348 | $328.5K | 0.05% | +10+0.2% | Added |
| New England Capital Financial Advisors LLC | 6,365 | $329.3K | 0.17% | +13+0.2% | Added |
| Whalerock Point Partners, LLC | 6,382 | $330.2K | 0.08% | −150−2.3% | Reduced |
| Eisler Capital (US) LLC | 6,390 | $330.6K | 0.06% | −11,620−64.5% | Reduced |
| Brave Asset Management Inc | 6,400 | $331.1K | 0.08% | +6,400 | New |
| HTLF Bank | 6,405 | $331.4K | 0.04% | +16+0.3% | Added |
| Annex Advisory Services, LLC | 6,412 | $331.7K | 0.01% | +116+1.8% | Added |
| WealthPlan Investment Management, LLC | 6,420 | $332.2K | 0.03% | 00.0% | Unchanged |
| First National Bank | 6,423 | $332.3K | 0.23% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,424 | $332.4K | 0.09% | +850+15.2% | Added |
| Hardy Reed LLC | 6,435 | $332.9K | 0.03% | +105+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 6,449 | $333.0K | 0.15% | −374−5.5% | Reduced |
| Aberdeen Wealth Management LLC | 6,437 | $333.1K | 0.22% | −482−7.0% | Reduced |
| Asset Dedication, LLC | 6,446 | $333.5K | 0.02% | −1,241−16.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,469 | $334.7K | 0.19% | −1,061−14.1% | Reduced |
| Ifrah Financial Services, Inc. | 6,482 | $335.4K | 0.09% | +236+3.8% | Added |
| Apella Capital, LLC | 6,244 | $335.7K | 0.01% | −253−3.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,494 | $336.0K | 0.13% | +6,494 | New |
| VeraBank, N.A. | 6,499 | $336.3K | 0.10% | −100−1.5% | Reduced |
| Journey Strategic Wealth LLC | 6,507 | $336.7K | 0.01% | +6,507 | New |
| RS Crum Inc. | 6,512 | $336.9K | 0.08% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 6,535 | $338.1K | 0.10% | +312+5.0% | Added |
| TrinityPoint Wealth, LLC | 6,550 | $338.9K | 0.05% | +522+8.7% | Added |
| Legacy Capital Group California, Inc. | 6,561 | $339.5K | 0.11% | −172−2.6% | Reduced |
| Callan Capital, LLC | 6,562 | $339.5K | 0.02% | +6,562 | New |
| EverSource Wealth Advisors, LLC | 6,589 | $340.9K | 0.02% | +894+15.7% | Added |
| Financial Partners Group, LLC | 6,596 | $341.3K | 0.13% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 6,600 | $341.5K | 0.36% | −900−12.0% | Reduced |
| Cornerstone Advisory, LLC | 6,643 | $343.7K | 0.05% | −1,381−17.2% | Reduced |
| Boston Research & Management Inc | 6,660 | $344.6K | 0.08% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6,680 | $345.6K | 0.25% | −704−9.5% | Reduced |
| Columbia Asset Management | 6,690 | $346.0K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,695 | $346.4K | 0.22% | +38+0.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,252 | $346.7K | 0.13% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,711 | $347.2K | 0.02% | −479−6.7% | Reduced |
| Callahan Advisors, LLC | 6,714 | $347.4K | 0.03% | +934+16.2% | Added |
| Eagle Bay Advisors LLC | 6,717 | $347.5K | 0.13% | −842−11.1% | Reduced |
| McLean Asset Management Corp | 6,450 | $348.0K | 0.10% | +101+1.6% | Added |
| Motco | 6,774 | $350.5K | 0.04% | −81,432−92.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 6,792 | $351.4K | 0.06% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 6,798 | $351.7K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,823 | $352.0K | 0.01% | +6,658+4,035.2% | Added |
| Simon Quick Advisors, LLC | 6,830 | $353.4K | 0.02% | +6,830 | New |
| CoreFirst Bank & Trust | 6,830 | $353.4K | 0.20% | −5,110−42.8% | Reduced |
| MBA Advisors LLC | 6,839 | $353.9K | 0.17% | +684+11.1% | Added |
| First American Trust, FSB | 6,843 | $354.0K | 0.04% | −13−0.2% | Reduced |
| Nations Financial Group Inc, | 6,858 | $354.9K | 0.03% | +8+0.1% | Added |
| Fort Sheridan Advisors LLC | 6,868 | $355.4K | 0.05% | +861+14.3% | Added |
| KPP Advisory Services LLC | 6,885 | $356.3K | 0.09% | −480−6.5% | Reduced |
| Aviso Wealth Management | 6,893 | $356.7K | 0.19% | −4,248−38.1% | Reduced |
| Davis R M Inc | 6,895 | $356.7K | 0.01% | −2,474−26.4% | Reduced |
| Becker Capital Management Inc | 6,912 | $357.6K | 0.01% | +825+13.6% | Added |
| Fiducient Advisors LLC | 6,927 | $358.4K | 0.04% | −2,992−30.2% | Reduced |
| MTM Financial Group, LLC | 6,931 | $358.6K | 0.22% | −892−11.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 6,948 | $359.5K | 0.33% | +20+0.3% | Added |
| Mather Group, LLC. | 6,950 | $359.6K | 0.00% | −8,813−55.9% | Reduced |
| Ausdal Financial Partners, Inc. | 6,961 | $360.2K | 0.04% | −1,218−14.9% | Reduced |
| Key Financial Inc | 6,970 | $360.6K | 0.08% | +29+0.4% | Added |
| Traynor Capital Management, Inc. | 6,975 | $360.9K | 0.03% | +669+10.6% | Added |
| Advisors Management Group Inc | 7,009 | $363.0K | 0.09% | +10.0% | Added |
| Blueprint Investment Partners LLC | 7,058 | $365.2K | 0.07% | +1,269+21.9% | Added |
| Trustco Bank Corp N Y | 7,073 | $366.0K | 0.37% | −500−6.6% | Reduced |
| Horan Securities, Inc. | 7,076 | $366.1K | 0.14% | −380−5.1% | Reduced |
| LMCG Investments, LLC | 7,092 | $366.9K | 0.02% | −15−0.2% | Reduced |
| MBB Public Markets I LLC | 7,110 | $367.9K | 0.03% | −182,135−96.2% | Reduced |
| King Wealth | 7,112 | $368.0K | 0.06% | −94−1.3% | Reduced |
| Bank of New Hampshire | 7,132 | $369.0K | 0.09% | −3,840−35.0% | Reduced |
| MCF Advisors LLC | 7,135 | $369.1K | 0.03% | +26+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 7,144 | $369.6K | 0.22% | −15−0.2% | Reduced |
| Secure Asset Management, LLC | 7,148 | $369.9K | 0.06% | +7,148 | New |
| Townsend Asset Management Corp | 7,150 | $369.9K | 0.14% | 00.0% | Unchanged |
| North Star Asset Management Inc | 7,154 | $370.1K | 0.02% | −642−8.2% | Reduced |
| Cross Staff Investments Inc | 7,163 | $370.6K | 0.29% | +8+0.1% | Added |
| Gould Asset Management LLC | 7,170 | $371.0K | 0.08% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,172 | $371.1K | 0.24% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,175 | $371.2K | 0.02% | +7,175 | New |
| Crescent Sterling, Ltd. | 7,175 | $371.2K | 0.35% | −1,998−21.8% | Reduced |
| New South Capital Management Inc | 7,189 | $372.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 7,200 | $372.5K | 0.08% | +7,200 | New |
| Laurel Wealth Advisors LLC | 7,210 | $373.0K | 0.06% | +994+16.0% | Added |
| Lewis Asset Management, LLC | 7,215 | $373.3K | 0.27% | +662+10.1% | Added |
| Lynch & Associates | 7,224 | $373.8K | 0.08% | −485−6.3% | Reduced |
| Shufro Rose & Co LLC | 9,010 | $374.2K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 7,249 | $375.1K | 0.17% | −500−6.5% | Reduced |
| Alhambra Investment Partners LLC | 7,251 | $375.2K | 0.19% | −1,562−17.7% | Reduced |
| WSFS Capital Management, LLC | 7,272 | $376.2K | 0.02% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,277 | $376.5K | 0.03% | −1,623−18.2% | Reduced |
| Uhlmann Price Securities, LLC | 7,279 | $376.7K | 0.30% | +7,279 | New |
| McDonald Partners LLC | 7,289 | $377.1K | 0.09% | −200−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 7,289 | $377.1K | 0.03% | +7+0.1% | Added |
| Blue Fin Capital, Inc. | 7,306 | $378.0K | 0.07% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 7,350 | $380.3K | 0.35% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 7,359 | $380.8K | 0.07% | +61+0.8% | Added |
| Jmac Enterprises LLC | 7,379 | $381.8K | 0.06% | −2,217−23.1% | Reduced |
| Soltis Investment Advisors LLC | 7,382 | $381.9K | 0.04% | +573+8.4% | Added |