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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 7,400 | $382.9K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 7,149 | $384.3K | 0.18% | −116−1.6% | Reduced |
| Financial Advisory Service, Inc. | 7,447 | $385.3K | 0.03% | +74+1.0% | Added |
| Schmidt P J Investment Management Inc | 7,450 | $385.5K | 0.07% | −2,051−21.6% | Reduced |
| Valley Brook Capital Group | 7,470 | $386.5K | 0.28% | −875−10.5% | Reduced |
| Westside Investment Management, Inc. | 7,500 | $386.6K | 0.08% | +7+0.1% | Added |
| Oakworth Capital, Inc. | 7,488 | $387.4K | 0.03% | −149−2.0% | Reduced |
| Spirit of America Management Corp | 7,500 | $388.1K | 0.08% | −8,150−52.1% | Reduced |
| MYDA Advisors LLC | 7,500 | $388.1K | 0.11% | +7,500 | New |
| Ariadne Wealth Management, LP | 7,095 | $388.2K | 0.21% | +7,095 | New |
| O'Rourke & Company, Inc | 7,503 | $388.2K | 0.19% | +1,702+29.3% | Added |
| Brandywine Oak Private Wealth LLC | 7,537 | $389.9K | 0.04% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 7,546 | $390.4K | 0.22% | −11−0.1% | Reduced |
| Widmann Financial Services, Inc. | 7,586 | $392.5K | 0.30% | −75−1.0% | Reduced |
| Wilkins Investment Counsel Inc | 7,619 | $394.2K | 0.05% | +53+0.7% | Added |
| Lakeview Capital Partners, LLC | 7,629 | $394.8K | 0.06% | −423−5.3% | Reduced |
| Sutton Place Investors LLC | 7,643 | $395.4K | 0.24% | +317+4.3% | Added |
| Howe & Rusling Inc | 7,661 | $396.4K | 0.03% | −2,462−24.3% | Reduced |
| Gsa Capital Partners LLP | 7,671 | $397.0K | 0.03% | −2,318−23.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,714 | $399.1K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,718 | $399.3K | 0.12% | −468−5.7% | Reduced |
| Sym Financial Corp | 7,742 | $400.6K | 0.05% | −522−6.3% | Reduced |
| Wellington Shields Capital Management, LLC | 7,746 | $400.8K | 0.07% | +5+0.1% | Added |
| L.M. Kohn & Company | 7,754 | $401.2K | 0.10% | −317−3.9% | Reduced |
| Vaughan David Investments LLC | 7,777 | $402.0K | 0.01% | −51,801−86.9% | Reduced |
| Investors Asset Management of Georgia Inc | 7,772 | $402.1K | 0.19% | −300−3.7% | Reduced |
| One Charles Private Wealth Services, LLC | 7,775 | $402.3K | 0.15% | +8+0.1% | Added |
| Xcel Wealth Management, LLC | 7,790 | $403.1K | 0.12% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,869 | $407.1K | 0.08% | −971−11.0% | Reduced |
| Summit Asset Management, LLC | 7,912 | $409.4K | 0.08% | −31−0.4% | Reduced |
| Benin Management CORP | 7,942 | $410.9K | 0.12% | −10−0.1% | Reduced |
| Walker Asset Management, LLC | 7,943 | $411.0K | 0.25% | +115+1.5% | Added |
| Selective Wealth Management, Inc. | 7,834 | $411.1K | 0.17% | −179−2.2% | Reduced |
| Allred Capital Management, LLC | 7,963 | $412.0K | 0.16% | −756−8.7% | Reduced |
| ProVise Management Group, LLC | 7,965 | $412.1K | 0.03% | −454−5.4% | Reduced |
| Birch Hill Investment Advisors LLC | 7,980 | $412.9K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,982 | $413.0K | 0.04% | +7,982 | New |
| Catalytic Wealth RIA, LLC | 8,000 | $413.9K | 0.07% | +55+0.7% | Added |
| LBMC Investment Advisors, LLC | 8,004 | $414.1K | 0.03% | +6+0.1% | Added |
| Cook Wealth Management Group LLC | 7,875 | $414.7K | 0.21% | −205−2.5% | Reduced |
| Forbes J M & Co LLP | 8,027 | $415.3K | 0.04% | −1,228−13.3% | Reduced |
| Hilltop National Bank | 8,033 | $415.6K | 0.13% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 8,072 | $417.6K | 0.21% | −45−0.6% | Reduced |
| WNY Asset Management, LLC | 8,082 | $418.2K | 0.05% | −449−5.3% | Reduced |
| Aspiriant, LLC | 8,092 | $418.7K | 0.02% | +1,303+19.2% | Added |
| Acorn Wealth Advisors, LLC | 8,097 | $418.9K | 0.18% | −386−4.6% | Reduced |
| Sax Wealth Advisors, LLC | 8,098 | $419.0K | 0.04% | +487+6.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,145 | $421.4K | 0.23% | −333−3.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,149 | $421.6K | 0.25% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 8,151 | $421.7K | 0.02% | −1,500−15.5% | Reduced |
| River Wealth Advisors LLC | 8,156 | $422.0K | 0.06% | −318−3.8% | Reduced |
| Argent Financial Group, Inc. | 8,163 | $422.4K | 0.05% | +8,163 | New |
| BSW Wealth Partners | 8,179 | $423.2K | 0.06% | −713−8.0% | Reduced |
| Empower Advisory Group, LLC | 8,179 | $423.2K | 0.00% | −1,095−11.8% | Reduced |
| Skopos Labs, Inc. | 8,202 | $424.4K | 0.14% | −6,179−43.0% | Reduced |
| Old North State Wealth Management, LLC | 8,204 | $425.0K | 0.24% | +1,164+16.5% | Added |
| Aspen Investment Management Inc | 8,214 | $425.0K | 0.20% | −150−1.8% | Reduced |
| Cassia Capital Partners, LLC | 8,222 | $425.4K | 0.28% | +235+2.9% | Added |
| Perritt Capital Management Inc | 8,247 | $426.7K | 0.22% | −585−6.6% | Reduced |
| Massmutual Trust Co FSB | 8,355 | $432.3K | 0.01% | +1,908+29.6% | Added |
| Cottage Street Advisors LLC | 8,357 | $432.4K | 0.24% | +7+0.1% | Added |
| Wedmont Private Capital | 8,095 | $432.6K | 0.02% | +999+14.1% | Added |
| Zega Financial, LLC | 8,382 | $433.7K | 0.14% | +8,382 | New |
| Founders Financial Alliance, LLC | 8,417 | $435.5K | 0.12% | +27+0.3% | Added |
| Stone Point Wealth LLC | 8,440 | $436.7K | 0.14% | −800−8.7% | Reduced |
| Chesapeake Wealth Management | 8,460 | $437.8K | 0.15% | +41+0.5% | Added |
| Mayflower Financial Advisors, LLC | 8,466 | $438.0K | 0.07% | +192+2.3% | Added |
| CBOE Vest Financial, LLC | 8,475 | $438.5K | 0.01% | +8,475 | New |
| Enterprise Financial Services Corp | 8,476 | $438.5K | 0.26% | −775−8.4% | Reduced |
| MONECO Advisors, LLC | 8,512 | $440.4K | 0.05% | −4,181−32.9% | Reduced |
| Commons Capital, LLC | 8,528 | $441.2K | 0.49% | −18−0.2% | Reduced |
| Marathon Capital Management | 8,545 | $442.1K | 0.11% | −175−2.0% | Reduced |
| Gables Capital Management Inc. | 8,559 | $442.8K | 0.22% | −125−1.4% | Reduced |
| Cohen Investment Advisors LLC | 8,581 | $444.0K | 0.27% | +962+12.6% | Added |
| Klingenstein Fields & Co LP | 8,582 | $444.0K | 0.02% | −3,700−30.1% | Reduced |
| Heritage Wealth Management, Inc. | 8,583 | $444.1K | 0.15% | −725−7.8% | Reduced |
| Powell Investment Advisors, LLC | 8,653 | $447.7K | 0.21% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 8,656 | $447.9K | 0.19% | −1,792−17.2% | Reduced |
| Drive Wealth Management, LLC | 8,696 | $449.9K | 0.12% | +2,060+31.0% | Added |
| McDaniel Terry & Co | 8,720 | $451.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,724 | $451.4K | 0.07% | +731+9.1% | Added |
| Ellevest, Inc. | 8,737 | $452.1K | 0.03% | −143−1.6% | Reduced |
| Sterling Wealth Management, Inc. | 8,748 | $452.6K | 0.17% | +583+7.1% | Added |
| Keating Investment Counselors Inc | 8,757 | $453.1K | 0.14% | −1,600−15.4% | Reduced |
| Orrstown Financial Services Inc | 8,757 | $453.1K | 0.13% | +8,757 | New |
| Apexium Financial, LP | 8,773 | $453.9K | 0.03% | −487−5.3% | Reduced |
| TBH Global Asset Management, LLC | 8,820 | $456.4K | 0.10% | −787−8.2% | Reduced |
| OneAscent Financial Services LLC | 8,855 | $458.0K | 0.33% | +8,855 | New |
| Farmers Trust Co | 8,854 | $458.1K | 0.09% | −150−1.7% | Reduced |
| CMT Capital Markets Trading GmbH | 8,870 | $459.0K | 0.21% | +8,870 | New |
| Miramar Capital, LLC | 8,876 | $459.2K | 0.11% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 8,900 | $460.5K | 0.34% | −1,580−15.1% | Reduced |
| Paradigm Financial Partners, LLC | 7,893 | $461.0K | 0.06% | +620+8.5% | Added |
| Schnieders Capital Management LLC | 8,923 | $461.7K | 0.09% | −350−3.8% | Reduced |
| Northeast Investment Management | 8,939 | $462.5K | 0.02% | −207−2.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,942 | $462.7K | 0.12% | −1,222−12.0% | Reduced |
| First United Bank Trust | 8,946 | $462.9K | 0.17% | −850−8.7% | Reduced |
| Cove Private Wealth, LLC | 8,995 | $465.4K | 0.36% | −1,175−11.6% | Reduced |
| Main Street Financial Solutions, LLC | 9,004 | $465.9K | 0.04% | −1,960−17.9% | Reduced |
| Shepherd Financial Partners LLC | 9,005 | $465.9K | 0.06% | −135−1.5% | Reduced |