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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 66,122 | $3.42M | 0.17% | +419+0.6% | Added |
| SG Americas Securities, LLC | 65,817 | $3.40M | 0.01% | −1,198,561−94.8% | Reduced |
| Tower Research Capital LLC (TRC) | 65,374 | $3.38M | 0.09% | −133,372−67.1% | Reduced |
| Benedict Financial Advisors Inc | 65,306 | $3.38M | 0.80% | −6,630−9.2% | Reduced |
| Mengis Capital Management, Inc. | 65,173 | $3.37M | 0.66% | −9,535−12.8% | Reduced |
| 44 Wealth Management LLC | 63,285 | $3.36M | 1.18% | +63,285 | New |
| Argyle Capital Management Inc. | 64,817 | $3.35M | 1.34% | +750+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,256 | $3.32M | 0.08% | −254−0.4% | Reduced |
| Assenagon Asset Management S.A. | 64,191 | $3.32M | 0.01% | +7,245+12.7% | Added |
| Allworth Financial LP | 63,211 | $3.27M | 0.02% | +2,274+3.7% | Added |
| Optimas Capital Ltd | 62,900 | $3.25M | 3.09% | +62,900 | New |
| HB Wealth Management, LLC | 62,519 | $3.23M | 0.03% | −11,974−16.1% | Reduced |
| Avantax Planning Partners, Inc. | 61,656 | $3.19M | 0.11% | +52,158+549.1% | Added |
| Keene & Associates, Inc. | 61,555 | $3.18M | 2.41% | +1,242+2.1% | Added |
| IHT Wealth Management, LLC | 60,627 | $3.16M | 0.09% | +4,448+7.9% | Added |
| Mechanics Bank Trust Department | 60,879 | $3.15M | 0.42% | −3,965−6.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 60,670 | $3.14M | 0.18% | +5,582+10.1% | Added |
| CAPROCK Group, Inc. | 60,637 | $3.14M | 0.11% | +15,870+35.5% | Added |
| Diversified Trust Co | 60,334 | $3.12M | 0.08% | −1,389−2.3% | Reduced |
| First National Trust Co | 60,247 | $3.12M | 0.12% | −6,035−9.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 60,026 | $3.11M | 0.22% | −5,356−8.2% | Reduced |
| American Financial Group Inc | 60,000 | $3.10M | 1.33% | 00.0% | Unchanged |
| Ossiam | 59,969 | $3.10M | 0.06% | −30,015−33.4% | Reduced |
| Zurich Insurance Group Ltd | 59,800 | $3.09M | 0.03% | 00.0% | Unchanged |
| Ar Asset Management Inc | 59,774 | $3.09M | 0.69% | 00.0% | Unchanged |
| Capital International Ltd | 59,728 | $3.09M | 0.13% | +59,728 | New |
| Woodstock Corp | 59,714 | $3.09M | 0.30% | −308−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 59,668 | $3.09M | 0.11% | +29,512+97.9% | Added |
| Horizon Kinetics Asset Management LLC | 59,382 | $3.07M | 0.05% | +14,364+31.9% | Added |
| Fulton Bank, N.A. | 59,187 | $3.06M | 0.12% | +7,410+14.3% | Added |
| Sowell Financial Services LLC | 59,100 | $3.06M | 0.14% | −1,820−3.0% | Reduced |
| PFG Investments, LLC | 58,786 | $3.04M | 0.20% | +1,791+3.1% | Added |
| AE Wealth Management LLC | 58,242 | $3.01M | 0.03% | −50,561−46.5% | Reduced |
| LGT Fund Management Co Ltd. | 55,750 | $3.00M | 0.31% | +38,732+227.6% | Added |
| Eagle Asset Management Inc | 54,691 | $2.96M | 0.02% | +54,691 | New |
| Shorepoint Capital Partners LLC | 57,178 | $2.96M | 0.67% | −28,497−33.3% | Reduced |
| Poehling Capital Management, LLC | 57,138 | $2.96M | 0.76% | +1,458+2.6% | Added |
| Toth Financial Advisory Corp | 56,977 | $2.95M | 0.35% | +5,719+11.2% | Added |
| Shelter Mutual Insurance Co | 53,800 | $2.94M | 0.70% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 56,846 | $2.94M | 0.04% | +56,846 | New |
| Teza Capital Management LLC | 56,826 | $2.94M | 0.32% | −9,241−14.0% | Reduced |
| HighPoint Advisor Group LLC | 56,767 | $2.94M | 0.17% | −2,756−4.6% | Reduced |
| First Interstate Bank | 56,730 | $2.94M | 0.18% | −895−1.6% | Reduced |
| Sippican Capital Advisors | 56,679 | $2.93M | 2.05% | +2,667+4.9% | Added |
| EagleClaw Capital Managment, LLC | 56,618 | $2.93M | 0.49% | −2,050−3.5% | Reduced |
| Employees Retirement System of Texas | 56,602 | $2.93M | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 56,561 | $2.93M | 1.48% | −590−1.0% | Reduced |
| Sage Capital Advisors,llc | 56,472 | $2.92M | 0.76% | +1,065+1.9% | Added |
| Royal Fund Management, LLC | 56,027 | $2.92M | 0.21% | −1,381−2.4% | Reduced |
| Sigma Planning Corp | 56,306 | $2.91M | 0.09% | +9,746+20.9% | Added |
| Roanoke Asset Management Corp | 56,019 | $2.90M | 0.91% | −2,445−4.2% | Reduced |
| Mutual Advisors, LLC | 54,652 | $2.89M | 0.08% | −31,402−36.5% | Reduced |
| Point72 Europe (London) LLP | 55,851 | $2.89M | 0.24% | −23,252−29.4% | Reduced |
| Wedbush Securities Inc | 55,768 | $2.88M | 0.11% | −4,346−7.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 55,621 | $2.88M | 0.06% | −1,663−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 55,484 | $2.87M | 0.13% | +6,485+13.2% | Added |
| Ontario Teachers Pension Plan Board | 54,945 | $2.84M | 0.03% | −86,115−61.0% | Reduced |
| Integrated Wealth Concepts LLC | 54,730 | $2.83M | 0.03% | −6,391−10.5% | Reduced |
| Concentric Wealth Management, LLC | 54,695 | $2.83M | 0.69% | +3,605+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 54,598 | $2.82M | 0.27% | −109,763−66.8% | Reduced |
| Squarepoint Ops LLC | 54,584 | $2.82M | 0.01% | −3,914,635−98.6% | Reduced |
| Dakota Wealth Management | 54,521 | $2.82M | 0.06% | −1,644−2.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 54,389 | $2.81M | 0.24% | +6,975+14.7% | Added |
| SevenBridge Financial Group, LLC | 46,991 | $2.81M | 0.54% | +1,093+2.4% | Added |
| Bonness Enterprises Inc | 54,300 | $2.81M | 0.93% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 53,867 | $2.79M | 0.30% | −1,880−3.4% | Reduced |
| New England Research & Management, Inc. | 53,838 | $2.79M | 1.31% | −100−0.2% | Reduced |
| Resources Management Corp | 53,707 | $2.78M | 0.37% | −3,115−5.5% | Reduced |
| BigSur Wealth Management LLC | 53,630 | $2.77M | 0.76% | +700+1.3% | Added |
| Clark Estates Inc | 53,400 | $2.76M | 0.51% | −4,300−7.5% | Reduced |
| AIMZ Investment Advisors, LLC | 53,249 | $2.76M | 0.94% | −170−0.3% | Reduced |
| Essex Financial Services, Inc. | 52,074 | $2.75M | 0.20% | −9,137−14.9% | Reduced |
| Inlet Private Wealth, LLC | 52,788 | $2.73M | 0.69% | −2,103−3.8% | Reduced |
| Longbow Finance SA | 52,308 | $2.71M | 0.29% | +22,062+72.9% | Added |
| Providence Capital Advisors, LLC | 52,259 | $2.70M | 0.54% | +276+0.5% | Added |
| Ameritas Investment Partners, Inc. | 51,961 | $2.69M | 0.09% | −3,375−6.1% | Reduced |
| Meridian Wealth Management, LLC | 51,830 | $2.68M | 0.13% | +51,830 | New |
| Zuckerman Investment Group, LLC | 51,339 | $2.66M | 0.27% | +8,199+19.0% | Added |
| Sapient Capital LLC | 51,234 | $2.65M | 0.05% | −297−0.6% | Reduced |
| London Co of Virginia | 51,206 | $2.65M | 0.01% | −21,886−29.9% | Reduced |
| Groupama Asset Managment | 63,579 | $2.64M | 0.07% | −52,430−45.2% | Reduced |
| LGT Group Foundation | 48,729 | $2.62M | 0.04% | −6,279−11.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 50,480 | $2.61M | 0.14% | +18,383+57.3% | Added |
| 3Chopt Investment Partners, LLC | 50,279 | $2.60M | 0.93% | +4,940+10.9% | Added |
| Investment House LLC | 50,060 | $2.59M | 0.14% | +4,665+10.3% | Added |
| Sectoral Asset Management Inc | 50,000 | $2.59M | 1.53% | +20,000+66.7% | Added |
| Resonant Capital Advisors, LLC | 49,900 | $2.58M | 0.19% | −1,380−2.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 49,780 | $2.58M | 0.40% | +15,140+43.7% | Added |
| Summit Trail Advisors, LLC | 49,473 | $2.56M | 0.06% | +894+1.8% | Added |
| Guyasuta Investment Advisors Inc | 49,451 | $2.56M | 0.16% | +10.0% | Added |
| Castleview Partners, LLC | 49,441 | $2.56M | 1.48% | +43,730+765.7% | Added |
| EP Wealth Advisors, LLC | 49,252 | $2.55M | 0.02% | +9,836+25.0% | Added |
| Pitcairn Co | 48,958 | $2.53M | 0.15% | −1,031−2.1% | Reduced |
| Capital Asset Advisory Services LLC | 48,215 | $2.53M | 0.13% | +190+0.4% | Added |
| SS&H Financial Advisors, Inc. | 48,875 | $2.53M | 0.92% | +1,750+3.7% | Added |
| Mill Capital Management, LLC | 48,633 | $2.52M | 0.20% | −1,405−2.8% | Reduced |
| Slagle Financial, LLC | 48,577 | $2.51M | 1.12% | +3,935+8.8% | Added |
| Perigon Wealth Management, LLC | 48,557 | $2.51M | 0.07% | +8,169+20.2% | Added |
| First Hawaiian Bank | 48,523 | $2.51M | 0.08% | +951+2.0% | Added |
| Horizon Investments, LLC | 48,524 | $2.48M | 0.07% | +15,432+46.6% | Added |