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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 259,514 | $13.4M | 0.28% | −1,226−0.5% | Reduced |
| Kames Capital plc | 254,870 | $13.2M | 0.18% | −56,106−18.0% | Reduced |
| Private Advisor Group, LLC | 254,256 | $13.2M | 0.08% | −10,589−4.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 252,423 | $13.1M | 0.41% | +194,981+339.4% | Added |
| Vestal Point Capital, LP | 250,000 | $12.9M | 1.02% | −250,000−50.0% | Reduced |
| Impax Asset Management Group plc | 249,072 | $12.9M | 0.05% | −2,574−1.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 247,963 | $12.8M | 0.29% | +32,107+14.9% | Added |
| Saturna Capital CORP | 243,150 | $12.6M | 0.16% | −258,383−51.5% | Reduced |
| GAM Holding AG | 242,009 | $12.5M | 1.00% | +1,733+0.7% | Added |
| Compagnie Lombard Odier SCmA | 240,435 | $12.4M | 0.19% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 238,684 | $12.3M | 0.13% | −2,740−1.1% | Reduced |
| Capital Management Corp | 238,379 | $12.3M | 2.19% | +31,103+15.0% | Added |
| Edmond de Rothschild Holding S.A. | 237,261 | $12.3M | 0.20% | −10,215−4.1% | Reduced |
| RSM US Wealth Management LLC | 229,813 | $12.2M | 0.18% | +112,428+95.8% | Added |
| Oppenheimer & Co Inc | 234,211 | $12.1M | 0.18% | +30,872+15.2% | Added |
| Gilman Hill Asset Management, LLC | 232,138 | $12.0M | 2.01% | −1,244−0.5% | Reduced |
| Martingale Asset Management L P | 229,857 | $11.9M | 0.27% | −25,424−10.0% | Reduced |
| Brown Advisory Inc | 228,373 | $11.8M | 0.01% | −3,524−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 227,973 | $11.8M | 0.04% | −272,273−54.4% | Reduced |
| Fisher Asset Management, LLC | 226,480 | $11.7M | 0.00% | −1,518−0.7% | Reduced |
| Community Bank, N.A. | 225,680 | $11.7M | 1.47% | +7,463+3.4% | Added |
| Stratos Wealth Partners, LTD. | 222,909 | $11.5M | 0.17% | +18,819+9.2% | Added |
| Aquatic Capital Management LLC | 220,600 | $11.4M | 0.30% | −588,400−72.7% | Reduced |
| River Road Asset Management, LLC | 216,323 | $11.2M | 0.15% | −4,151−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 214,888 | $11.1M | 0.02% | −323,605−60.1% | Reduced |
| Beacon Pointe Advisors, LLC | 214,621 | $11.1M | 0.13% | −13,675−6.0% | Reduced |
| Rafferty Asset Management, LLC | 214,560 | $11.1M | 0.04% | −15,692−6.8% | Reduced |
| Blackhill Capital Inc | 214,464 | $11.1M | 0.64% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 212,439 | $11.0M | 0.20% | +49,137+30.1% | Added |
| Achmea Investment Management B.V. | 211,630 | $10.9M | 0.18% | −95,183−31.0% | Reduced |
| Busey Wealth Management | 210,582 | $10.9M | 0.36% | −2,542−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 209,633 | $10.8M | 0.04% | +2,924+1.4% | Added |
| SpiderRock Advisors, LLC | 209,524 | $10.8M | 0.23% | +62,740+42.7% | Added |
| Tobam | 209,106 | $10.8M | 1.97% | −9,203−4.2% | Reduced |
| Old National Bancorp | 206,914 | $10.7M | 0.25% | +1,113+0.5% | Added |
| Scotia Capital Inc. | 206,460 | $10.7M | 0.06% | +34,757+20.2% | Added |
| Transcend Wealth Collective, LLC | 199,762 | $10.3M | 0.69% | −1,318−0.7% | Reduced |
| Edgar Lomax Co | 199,390 | $10.3M | 0.63% | −3,175−1.6% | Reduced |
| Quantinno Capital Management LP | 198,804 | $10.3M | 0.13% | +76,976+63.2% | Added |
| Assetmark, Inc | 198,667 | $10.3M | 0.03% | +26,408+15.3% | Added |
| Rockland Trust Co | 198,579 | $10.3M | 0.51% | +992+0.5% | Added |
| Hunter Perkins Capital Management, LLC | 197,550 | $10.2M | 2.07% | +142,525+259.0% | Added |
| Centre Asset Management, LLC | 196,298 | $10.2M | 2.19% | +196,298 | New |
| Hamilton Wealth, LLC | 195,898 | $10.1M | 2.48% | +195,898 | New |
| Belpointe Asset Management LLC | 195,384 | $10.1M | 0.61% | +5,955+3.1% | Added |
| Elo Mutual Pension Insurance Co | 192,653 | $9.97M | 0.21% | +10,279+5.6% | Added |
| Congress Wealth Management LLC | 189,969 | $9.83M | 0.13% | +126,351+198.6% | Added |
| Pathstone Holdings, LLC | 188,950 | $9.78M | 0.04% | +4,062+2.2% | Added |
| Stonebridge Capital Advisors LLC | 186,617 | $9.66M | 0.79% | +1,304+0.7% | Added |
| Crossmark Global Holdings, Inc. | 185,326 | $9.59M | 0.17% | −160,079−46.3% | Reduced |
| Avantax Advisory Services, Inc. | 184,800 | $9.56M | 0.06% | +25,720+16.2% | Added |
| Colony Group, LLC | 183,104 | $9.47M | 0.03% | −98,888−35.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 182,772 | $9.46M | 0.01% | +2,932+1.6% | Added |
| Skylands Capital, LLC | 181,075 | $9.37M | 1.27% | −39,725−18.0% | Reduced |
| Fiduciary Trust Co | 179,560 | $9.29M | 0.13% | −1,865−1.0% | Reduced |
| Ethic Inc. | 168,380 | $9.13M | 0.23% | +24,235+16.8% | Added |
| Integral Health Asset Management, LLC | 175,000 | $9.05M | 1.07% | +175,000 | New |
| ICICI Prudential Asset Management Co Ltd | 174,712 | $9.04M | 0.96% | −38,500−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 174,626 | $9.04M | 0.07% | +10,032+6.1% | Added |
| Northern Oak Wealth Management Inc | 173,911 | $9.00M | 1.05% | −1,522−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 173,449 | $8.97M | 0.17% | −630−0.4% | Reduced |
| GTS Securities LLC | 172,757 | $8.94M | 0.18% | −123,325−41.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 172,563 | $8.93M | 0.13% | −18,148−9.5% | Reduced |
| Claret Asset Management Corp | 172,424 | $8.92M | 1.46% | −655−0.4% | Reduced |
| BancorpSouth Bank | 171,799 | $8.89M | 0.61% | +2,681+1.6% | Added |
| Partners Capital Investment Group, LLP | 170,975 | $8.85M | 0.14% | −9,707−5.4% | Reduced |
| Erste Asset Management GmbH | 173,374 | $8.83M | 0.11% | +17,497+11.2% | Added |
| F&V Capital Management, LLC | 170,558 | $8.82M | 2.27% | +3,070+1.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 170,500 | $8.82M | 0.10% | +15,000+9.6% | Added |
| Canal Insurance CO | 170,000 | $8.80M | 2.07% | −30,000−15.0% | Reduced |
| Regions Financial Corp | 169,883 | $8.79M | 0.06% | −11,294−6.2% | Reduced |
| Atria Wealth Solutions, Inc. | 169,162 | $8.75M | 0.10% | +1,986+1.2% | Added |
| Dana Investment Advisors, Inc. | 168,216 | $8.70M | 0.29% | +18,955+12.7% | Added |
| Zions Bancorporation, N.A. | 167,851 | $8.68M | 0.63% | +23,001+15.9% | Added |
| Brookstone Capital Management | 167,639 | $8.67M | 0.13% | +16,744+11.1% | Added |
| Premier Fund Managers Ltd | 170,200 | $8.67M | 0.31% | +170,200 | New |
| Close Asset Management Ltd | 166,206 | $8.60M | 0.26% | −3,606−2.1% | Reduced |
| Huntington National Bank | 164,542 | $8.51M | 0.06% | −1,707−1.0% | Reduced |
| AlTi Global, Inc. | 164,335 | $8.50M | 0.20% | +57,067+53.2% | Added |
| Heritage Investors Management Corp | 163,144 | $8.44M | 0.28% | −498−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 163,072 | $8.44M | 0.22% | −106−0.1% | Reduced |
| Adams Asset Advisors, LLC | 163,036 | $8.44M | 1.12% | +1,807+1.1% | Added |
| Kestra Private Wealth Services, LLC | 162,923 | $8.43M | 0.15% | −10,113−5.8% | Reduced |
| Ingalls & Snyder LLC | 161,831 | $8.37M | 0.33% | −31,505−16.3% | Reduced |
| Banque Cantonale Vaudoise | 161,522 | $8.36M | 0.34% | −4,830−2.9% | Reduced |
| JustInvest LLC | 160,691 | $8.31M | 0.13% | +43,742+37.4% | Added |
| Hillman Capital Management, Inc. | 160,445 | $8.30M | 2.85% | −84−0.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 160,074 | $8.28M | 1.35% | −4,000−2.4% | Reduced |
| GWM Advisors LLC | 160,041 | $8.28M | 0.05% | −114,699−41.7% | Reduced |
| Bryn Mawr Trust Co | 159,681 | $8.26M | 0.15% | +73,383+85.0% | Added |
| Keystone Financial Planning, Inc. | 158,924 | $8.22M | 2.49% | +23,098+17.0% | Added |
| Thompson Siegel & Walmsley LLC | 158,654 | $8.21M | 0.12% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 158,350 | $8.19M | 1.18% | −69,465−30.5% | Reduced |
| Edgestream Partners, L.P. | 158,123 | $8.18M | 0.36% | +141,353+842.9% | Added |
| Foundation Resource Management Inc | 157,292 | $8.14M | 1.26% | +93+0.1% | Added |
| Verition Fund Management LLC | 157,280 | $8.14M | 0.06% | +39,597+33.6% | Added |
| Bourne Lent Asset Management Inc | 157,192 | $8.13M | 3.09% | −1,495−0.9% | Reduced |
| National Asset Management, Inc. | 153,110 | $8.09M | 0.23% | −9,985−6.1% | Reduced |
| Stephens Inc | 155,309 | $8.04M | 0.11% | +1,477+1.0% | Added |
| NorthCrest Asset Manangement, LLC | 154,333 | $7.99M | 0.24% | −3,089−2.0% | Reduced |