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 |
|---|---|---|---|---|---|
| Ironwood Financial, llc | 9,029 | $467.2K | 0.10% | −592−6.2% | Reduced |
| Texas Yale Capital Corp. | 9,050 | $468.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9,086 | $470.1K | 0.05% | −1,057−10.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,090 | $470.3K | 0.12% | −289−3.1% | Reduced |
| Norway Savings Bank | 9,113 | $471.5K | 0.26% | −1,040−10.2% | Reduced |
| Investors Research Corp | 9,169 | $474.4K | 0.10% | +607+7.1% | Added |
| Norris Financial Group, LLC | 9,195 | $475.7K | 0.23% | −9,152−49.9% | Reduced |
| First National Bank Sioux Falls | 9,195 | $475.7K | 0.22% | −2,000−17.9% | Reduced |
| Trust Point Inc. | 9,251 | $478.6K | 0.04% | +906+10.9% | Added |
| Sargent Investment Group, LLC | 9,269 | $479.6K | 0.09% | +9,269 | New |
| 1620 Investment Advisors, Inc. | 9,291 | $480.7K | 0.35% | −1,490−13.8% | Reduced |
| Boston Financial Mangement LLC | 9,305 | $481.4K | 0.01% | −40.0% | Reduced |
| Castle Rock Wealth Management, LLC | 8,891 | $482.3K | 0.12% | −476−5.1% | Reduced |
| Sentry Investment Management LLC | 9,341 | $483.0K | 0.20% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 9,338 | $483.2K | 0.06% | −4,069−30.3% | Reduced |
| 626 Financial, LLC | 9,354 | $484.0K | 0.27% | −60−0.6% | Reduced |
| AlphaStar Capital Management, LLC | 9,379 | $485.3K | 0.04% | +9,379 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,389 | $485.8K | 0.07% | +2,288+32.2% | Added |
| Gibbs Wealth Management | 9,399 | $486.3K | 0.16% | +2,188+30.3% | Added |
| Arrow Financial Corp | 9,401 | $486.4K | 0.04% | −15,468−62.2% | Reduced |
| Legacy Private Trust Co. | 9,441 | $488.5K | 0.03% | −1,593−14.4% | Reduced |
| Abbot Financial Management, Inc. | 9,441 | $488.5K | 0.25% | −100−1.0% | Reduced |
| Cornerstone Capital, Inc. | 9,444 | $488.6K | 0.05% | +459+5.1% | Added |
| Mitchell Sinkler & Starr | 9,490 | $491.0K | 0.12% | +485+5.4% | Added |
| Investment Partners Asset Management, Inc. | 9,498 | $491.4K | 0.40% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,511 | $492.1K | 0.00% | +961+11.2% | Added |
| Cyndeo Wealth Partners, LLC | 9,535 | $493.3K | 0.03% | +357+3.9% | Added |
| Lake Street Financial LLC | 9,545 | $493.9K | 0.08% | −4,113−30.1% | Reduced |
| Smith, Salley & Associates | 9,565 | $494.9K | 0.03% | −578−5.7% | Reduced |
| Bank Ozk | 9,573 | $495.3K | 0.20% | −1,456−13.2% | Reduced |
| Madden Securities Corp | 9,575 | $495.4K | 0.21% | +1,000+11.7% | Added |
| Fortitude Family Office, LLC | 9,583 | $495.8K | 0.20% | +3,033+46.3% | Added |
| Coastline Trust Co | 9,592 | $496.3K | 0.06% | +1,830+23.6% | Added |
| Bath Savings Trust Co | 9,595 | $496.4K | 0.05% | −260−2.6% | Reduced |
| CapWealth Advisors, LLC | 9,615 | $497.5K | 0.05% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 9,618 | $497.6K | 0.38% | +40.0% | Added |
| Buckley Wealth Management, LLC | 9,622 | $497.8K | 0.15% | −4,610−32.4% | Reduced |
| Chilton Investment Co LLC | 9,631 | $498.3K | 0.01% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 9,658 | $499.7K | 0.09% | +225+2.4% | Added |
| City State Bank | 9,670 | $500.3K | 0.18% | −9−0.1% | Reduced |
| Independence Bank of Kentucky | 9,672 | $500.4K | 0.11% | −3,639−27.3% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,675 | $500.6K | 0.26% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 9,720 | $502.9K | 0.47% | +9,720 | New |
| Walter & Keenan Financial Consulting Co | 9,750 | $504.4K | 0.15% | −246−2.5% | Reduced |
| First Financial Corp | 9,753 | $504.6K | 0.24% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 9,766 | $505.4K | 0.02% | +563+6.1% | Added |
| Marietta Investment Partners LLC | 9,800 | $507.1K | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 9,865 | $510.4K | 0.18% | +160+1.6% | Added |
| Leo Wealth, LLC | 9,880 | $511.2K | 0.05% | −861−8.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 9,881 | $511.2K | 0.03% | −10.0% | Reduced |
| LCM Capital Management Inc | 9,886 | $511.5K | 0.29% | +44+0.4% | Added |
| Commerzbank Aktiengesellschaft | 9,887 | $512.0K | 0.01% | +3,274+49.5% | Added |
| Wolff Financial Management LLC | 9,950 | $515.0K | 0.14% | +9,950 | New |
| Morse Asset Management, Inc | 10,000 | $517.4K | 0.11% | +2,000+25.0% | Added |
| Lighthouse Investment Partners, LLC | 10,004 | $517.6K | 0.03% | −34,722−77.6% | Reduced |
| Occidental Asset Management, LLC | 10,021 | $518.5K | 0.08% | +886+9.7% | Added |
| Legacy Financial Advisors, Inc. | 10,057 | $520.3K | 0.09% | +539+5.7% | Added |
| Csenge Advisory Group | 9,969 | $520.4K | 0.03% | +9,969 | New |
| Kapstone Financial Advisors LLC | 10,246 | $521.6K | 0.32% | 00.0% | Unchanged |
| Papp L Roy & Associates | 10,084 | $521.7K | 0.06% | −1,100−9.8% | Reduced |
| Plancorp, LLC | 10,085 | $521.8K | 0.02% | +478+5.0% | Added |
| Navellier & Associates Inc | 10,100 | $522.6K | 0.07% | −4,151−29.1% | Reduced |
| Paradigm Capital Management Inc | 10,100 | $522.6K | 0.02% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,165 | $526.0K | 0.27% | +183+1.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,187 | $527.1K | 0.03% | −250−2.4% | Reduced |
| Union Savings Bank | 10,247 | $530.2K | 0.26% | −220−2.1% | Reduced |
| New Hampshire Trust | 10,283 | $532.0K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,288 | $532.3K | 0.14% | +215+2.1% | Added |
| Biltmore Family Office, LLC | 10,292 | $532.5K | 0.09% | +150+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 10,308 | $533.3K | 0.04% | +393+4.0% | Added |
| Solitude Financial Services | 10,310 | $533.4K | 0.23% | +1,509+17.1% | Added |
| Red Door Wealth Management, LLC | 10,353 | $535.7K | 0.09% | −482−4.4% | Reduced |
| Westmount Partners, LLC | 10,365 | $536.3K | 0.16% | −100−1.0% | Reduced |
| Morningstar Investment Services LLC | 10,570 | $538.0K | 0.01% | +323+3.2% | Added |
| Robertson Stephens Wealth Management, LLC | 10,416 | $538.9K | 0.02% | −376−3.5% | Reduced |
| Beacon Investment Advisors LLC | 10,424 | $539.4K | 0.26% | +8+0.1% | Added |
| Confluence Wealth Services, Inc. | 10,446 | $540.5K | 0.04% | +2,548+32.3% | Added |
| Round Hill Asset Management | 10,464 | $541.4K | 0.36% | 00.0% | Unchanged |
| Centennial Bank | 10,504 | $543.5K | 0.25% | −24−0.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,537 | $545.2K | 0.05% | −667−6.0% | Reduced |
| Heron Bay Capital Management | 10,575 | $547.2K | 0.12% | −1,980−15.8% | Reduced |
| Barry Investment Advisors, LLC | 10,622 | $549.6K | 0.17% | −3,524−24.9% | Reduced |
| JT Stratford LLC | 10,625 | $549.7K | 0.09% | −236−2.2% | Reduced |
| WealthShield Partners, LLC | 10,628 | $549.9K | 0.07% | +1,363+14.7% | Added |
| Hara Capital LLC | 10,661 | $551.6K | 0.34% | −695−6.1% | Reduced |
| Krane Funds Advisors LLC | 10,753 | $556.4K | 0.02% | +829+8.4% | Added |
| St. Clair Advisors, LLC | 10,800 | $558.8K | 0.16% | −2,760−20.4% | Reduced |
| Calamos Wealth Management LLC | 10,853 | $561.5K | 0.03% | −5,917−35.3% | Reduced |
| LVM Capital Management Ltd | 13,550 | $563.0K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 10,898 | $563.9K | 0.13% | +400+3.8% | Added |
| Formidable Asset Management, LLC | 10,899 | $563.9K | 0.09% | −1,498−12.1% | Reduced |
| BBR Partners, LLC | 10,918 | $564.9K | 0.04% | −171−1.5% | Reduced |
| Centaurus Financial, Inc. | 10,919 | $565.0K | 0.04% | +1,920+21.3% | Added |
| Cassaday & Co Wealth Management LLC | 10,939 | $566.0K | 0.02% | +117+1.1% | Added |
| NBC Securities, Inc. | 10,993 | $568.0K | 0.05% | +139+1.3% | Added |
| First Nebraska Trust Co | 10,990 | $568.6K | 0.06% | −278−2.5% | Reduced |
| Berkshire Bank | 11,064 | $572.5K | 0.13% | −1,862−14.4% | Reduced |
| Pettinga Financial Advisors, LLC | 11,108 | $574.7K | 0.14% | +886+8.7% | Added |
| Marble Harbor Investment Counsel, LLC | 11,143 | $576.5K | 0.06% | +400+3.7% | Added |
| Baldwin Investment Management, LLC | 11,149 | $576.8K | 0.07% | −700−5.9% | Reduced |