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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 96,315 | $4.98M | 0.16% | −10,039−9.4% | Reduced |
| Ieq Capital, LLC | 96,266 | $4.98M | 0.06% | +34,739+56.5% | Added |
| Kinsale Capital Group, Inc. | 95,597 | $4.95M | 1.46% | +18,163+23.5% | Added |
| Savant Capital, LLC | 95,400 | $4.94M | 0.04% | +46,463+94.9% | Added |
| Tocqueville Asset Management L.P. | 95,239 | $4.93M | 0.08% | −25,223−20.9% | Reduced |
| Kingsview Wealth Management, LLC | 94,694 | $4.90M | 0.10% | +61,943+189.1% | Added |
| Cardinal Capital Management | 94,681 | $4.90M | 0.76% | +94,681 | New |
| NEOS Investment Management LLC | 94,313 | $4.88M | 0.15% | +76+0.1% | Added |
| Osborne Partners Capital Management, LLC | 94,249 | $4.88M | 0.28% | +259+0.3% | Added |
| Talbot Financial, LLC | 94,183 | $4.87M | 0.59% | +5,950+6.7% | Added |
| Equitable Holdings, Inc. | 93,683 | $4.85M | 0.05% | +370+0.4% | Added |
| Viking Fund Management LLC | 93,600 | $4.84M | 0.79% | −19,100−16.9% | Reduced |
| Jones Financial Companies LLLP | 94,514 | $4.82M | 0.00% | +49,504+110.0% | Added |
| Sandy Spring Bank | 93,151 | $4.82M | 0.20% | −9,602−9.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 92,742 | $4.82M | 0.09% | +41,662+81.6% | Added |
| Cullinan Associates Inc | 92,232 | $4.82M | 0.27% | −13,324−12.6% | Reduced |
| Geneos Wealth Management Inc. | 92,395 | $4.78M | 0.18% | +23,213+33.6% | Added |
| Arlington Partners LLC | 90,797 | $4.70M | 1.84% | +12,491+16.0% | Added |
| HM Payson & Co | 90,286 | $4.67M | 0.08% | −7,517−7.7% | Reduced |
| Radnor Capital Management, LLC | 89,466 | $4.63M | 0.69% | +89,466 | New |
| Hudson Capital Management LLC | 88,649 | $4.59M | 1.46% | +1,042+1.2% | Added |
| Wolverine Trading, LLC | 90,051 | $4.58M | 0.12% | +33,589+59.5% | Added |
| Public Sector Pension Investment Board | 88,350 | $4.57M | 0.02% | +10,400+13.3% | Added |
| Aaron Wealth Advisors | 88,193 | $4.56M | 0.54% | +3,741+4.4% | Added |
| Hamilton Capital Partners Inc. | 87,456 | $4.52M | 0.39% | −2,730−3.0% | Reduced |
| CWA Asset Management Group, LLC | 87,192 | $4.51M | 0.24% | +87,192 | New |
| Mediolanum International Funds Ltd | 88,527 | $4.50M | 0.06% | +484+0.5% | Added |
| Brown Brothers Harriman & Co | 86,429 | $4.47M | 0.03% | −7,111−7.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 85,975 | $4.45M | 0.11% | −5,685−6.2% | Reduced |
| Norinchukin Bank, The | 85,936 | $4.45M | 0.10% | +13,197+18.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 85,869 | $4.44M | 2.79% | −10,786−11.2% | Reduced |
| Am Investment Strategies LLC | 85,052 | $4.40M | 1.07% | +6,960+8.9% | Added |
| Ally Financial Inc. | 85,000 | $4.40M | 0.53% | 00.0% | Unchanged |
| Searle & Co. | 84,510 | $4.37M | 1.09% | −9,836−10.4% | Reduced |
| Parsons Capital Management Inc | 84,168 | $4.35M | 0.28% | −9,917−10.5% | Reduced |
| Kennedy Capital Management, Inc. | 83,633 | $4.33M | 0.10% | +3,821+4.8% | Added |
| Convergence Investment Partners, LLC | 83,605 | $4.33M | 1.17% | +83,605 | New |
| Motley Fool Asset Management LLC | 81,584 | $4.32M | 0.26% | +2,821+3.6% | Added |
| Twin Capital Management Inc | 82,849 | $4.29M | 0.48% | +22,080+36.3% | Added |
| Tufton Capital Management | 82,699 | $4.28M | 0.80% | −4,632−5.3% | Reduced |
| Thor Investment Management Inc | 82,671 | $4.28M | 3.12% | +8,206+11.0% | Added |
| TD Private Client Wealth LLC | 82,008 | $4.24M | 0.12% | +8,703+11.9% | Added |
| Romano Brothers and Company | 81,149 | $4.20M | 0.52% | −915−1.1% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.20M | 0.30% | 00.0% | Unchanged |
| NBT Bank N A | 81,139 | $4.20M | 0.28% | −7,021−8.0% | Reduced |
| Naples Global Advisors, LLC | 80,474 | $4.16M | 0.39% | −2,112−2.6% | Reduced |
| Miller Value Partners, LLC | 80,000 | $4.14M | 2.34% | +20,000+33.3% | Added |
| Delta Asset Management LLC | 79,576 | $4.12M | 0.35% | −2,185−2.7% | Reduced |
| Rodgers Brothers Inc. | 79,332 | $4.10M | 0.52% | +24,961+45.9% | Added |
| Griffin Asset Management, Inc. | 79,051 | $4.09M | 0.46% | −3,102−3.8% | Reduced |
| Freestone Capital Holdings, LLC | 78,870 | $4.08M | 0.14% | +31,738+67.3% | Added |
| Dean Investment Associates, LLC | 78,796 | $4.08M | 0.55% | −5,499−6.5% | Reduced |
| Verdence Capital Advisors LLC | 78,794 | $4.08M | 0.32% | +4,958+6.7% | Added |
| Richard Bernstein Advisors LLC | 78,580 | $4.07M | 0.09% | 00.0% | Unchanged |
| Patten & Patten Inc | 78,279 | $4.05M | 0.27% | −1,468−1.8% | Reduced |
| Exome Asset Management LLC | 78,000 | $4.04M | 2.73% | +78,000 | New |
| Vident Advisory, LLC | 77,895 | $4.03M | 0.10% | −91,569−54.0% | Reduced |
| PGGM Investments | 77,685 | $4.02M | 0.05% | −29,494−27.5% | Reduced |
| Moors & Cabot, Inc. | 77,651 | $4.02M | 0.20% | −7,454−8.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 77,494 | $4.01M | 0.04% | +218+0.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 77,494 | $4.01M | 0.04% | +77,494 | New |
| Daymark Wealth Partners, LLC | 77,350 | $4.00M | 0.17% | −461−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 77,276 | $4.00M | 0.02% | −97,100−55.7% | Reduced |
| iA Global Asset Management Inc. | 76,775 | $3.97M | 0.07% | +34,418+81.3% | Added |
| Everence Capital Management Inc | 75,780 | $3.92M | 0.25% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 75,085 | $3.88M | 0.11% | +4,321+6.1% | Added |
| Whittier Trust Co | 75,015 | $3.88M | 0.05% | −6,329−7.8% | Reduced |
| Edgewood Management LLC | 75,000 | $3.88M | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 74,876 | $3.87M | 0.44% | −24,205−24.4% | Reduced |
| XML Financial, LLC | 74,485 | $3.85M | 0.36% | −4,511−5.7% | Reduced |
| Axxcess Wealth Management, LLC | 74,353 | $3.85M | 0.10% | −2,605−3.4% | Reduced |
| Umb Bank N A | 73,862 | $3.82M | 0.06% | −9,981−11.9% | Reduced |
| Prospera Financial Services Inc | 73,255 | $3.79M | 0.10% | +20,916+40.0% | Added |
| Empirical Finance, LLC | 72,676 | $3.76M | 0.22% | +1,366+1.9% | Added |
| Signature Wealth Management Group | 72,436 | $3.75M | 1.50% | +1,733+2.5% | Added |
| Next Level Private LLC | 72,011 | $3.73M | 1.53% | +2,905+4.2% | Added |
| Argent Trust Co | 71,814 | $3.72M | 0.15% | −2,509−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 71,648 | $3.71M | 0.12% | −30,765−30.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 71,472 | $3.70M | 1.54% | −290−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 71,006 | $3.67M | 0.18% | −36,225−33.8% | Reduced |
| Nepsis, Inc. | 70,768 | $3.66M | 0.87% | +65,078+1,143.7% | Added |
| Hallmark Capital Management Inc | 70,755 | $3.66M | 0.27% | +590+0.8% | Added |
| Advisory Services Network, LLC | 87,616 | $3.64M | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 70,283 | $3.64M | 0.07% | −153,996−68.7% | Reduced |
| Promethium Advisors,llc | 69,550 | $3.60M | 2.54% | +69,550 | New |
| Siemens Fonds Invest GmbH | 69,501 | $3.60M | 0.29% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 69,303 | $3.59M | 0.28% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 69,190 | $3.58M | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 69,171 | $3.58M | 0.02% | +69,171 | New |
| Versant Capital Management, Inc | 68,998 | $3.57M | 0.81% | +386+0.6% | Added |
| Adviser Investments LLC | 68,894 | $3.56M | 0.04% | +1,967+2.9% | Added |
| Shell Asset Management Co | 68,888 | $3.56M | 0.16% | +68,888 | New |
| Jacobi Capital Management LLC | 68,875 | $3.56M | 0.27% | +821+1.2% | Added |
| Quilter Plc | 68,841 | $3.56M | 0.07% | +4,545+7.1% | Added |
| Cohen Klingenstein LLC | 68,559 | $3.55M | 0.12% | −841−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 68,476 | $3.54M | 0.76% | −962−1.4% | Reduced |
| Investment Management Corp of Ontario | 67,367 | $3.49M | 0.08% | +22,200+49.2% | Added |
| Haverford Trust Co | 67,229 | $3.48M | 0.03% | +382+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 66,527 | $3.44M | 0.28% | +4,963+8.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 66,197 | $3.43M | 0.09% | +50,000+308.7% | Added |