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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 47,965 | $2.48M | 0.03% | −1,731−3.5% | Reduced |
| Birmingham Capital Management Co Inc | 47,941 | $2.48M | 0.90% | +2,800+6.2% | Added |
| Leelyn Smith, LLC | 47,484 | $2.46M | 0.44% | +3,977+9.1% | Added |
| Berkeley Capital Partners, LLC | 47,378 | $2.45M | 0.70% | −1,991−4.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 47,308 | $2.44M | 0.17% | +4,544+10.6% | Added |
| Trexquant Investment LP | 47,114 | $2.44M | 0.03% | +47,114 | New |
| Kerusso Capital Management LLC | 47,111 | $2.44M | 1.55% | +2,863+6.5% | Added |
| Choate Investment Advisors | 47,060 | $2.43M | 0.06% | +4,654+11.0% | Added |
| Iowa State Bank | 46,885 | $2.43M | 0.50% | +9,354+24.9% | Added |
| New England Asset Management Inc | 46,771 | $2.42M | 0.38% | +1,330+2.9% | Added |
| Mirador Capital Partners LP | 46,580 | $2.41M | 0.43% | +165+0.4% | Added |
| Cary Street Partner Investment Advisory LLC | 46,235 | $2.39M | 0.09% | −43,683−48.6% | Reduced |
| Lecap Asset Management Ltd | 46,068 | $2.38M | 0.51% | −10,719−18.9% | Reduced |
| Duncker Streett & Co Inc | 46,061 | $2.38M | 0.43% | −2,207−4.6% | Reduced |
| Clarkston Capital Partners, LLC | 46,000 | $2.38M | 0.04% | +5,000+12.2% | Added |
| Prelude Capital Management, LLC | 45,795 | $2.37M | 0.18% | +45,795 | New |
| Townsend & Associates, Inc | 44,649 | $2.37M | 0.24% | +1,051+2.4% | Added |
| Wealth Alliance | 45,739 | $2.37M | 0.28% | +1,236+2.8% | Added |
| Independent Advisor Alliance | 45,719 | $2.37M | 0.09% | +1,654+3.8% | Added |
| Janney Capital Management LLC | 45,664 | $2.36M | 0.16% | +833+1.9% | Added |
| SFE Investment Counsel | 45,631 | $2.36M | 0.49% | −8,925−16.4% | Reduced |
| LMG Wealth Partners, LLC | 45,489 | $2.35M | 0.54% | +2,191+5.1% | Added |
| Commonwealth Retirement Investments LLC | 45,487 | $2.35M | 0.99% | +3,541+8.4% | Added |
| Eastern Bank | 45,290 | $2.34M | 0.04% | +39,735+715.3% | Added |
| Bahl & Gaynor Inc | 45,263 | $2.34M | 0.01% | +809+1.8% | Added |
| Wealthcare Advisory Partners LLC | 44,951 | $2.33M | 0.07% | +395+0.9% | Added |
| Pine Valley Investments Ltd Liability Co | 44,897 | $2.32M | 0.16% | +575+1.3% | Added |
| Jamison Private Wealth Management, Inc. | 44,740 | $2.31M | 0.35% | −3,441−7.1% | Reduced |
| Kendall Capital Management | 44,647 | $2.31M | 0.71% | −2,295−4.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 44,546 | $2.30M | 0.20% | +11,387+34.3% | Added |
| Buckingham Strategic Partners | 44,413 | $2.30M | 0.05% | +5,630+14.5% | Added |
| Eagle Rock Investment Company, LLC | 44,188 | $2.29M | 0.38% | +8,996+25.6% | Added |
| Pensionmark Financial Group, LLC | 44,106 | $2.28M | 0.07% | +6,954+18.7% | Added |
| Wells Trecaso Financial Group, LLC | 43,987 | $2.28M | 0.75% | −1,745−3.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.27M | 0.27% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 43,636 | $2.26M | 1.02% | +43,636 | New |
| V-Square Quantitative Management LLC | 43,632 | $2.26M | 0.33% | +1,580+3.8% | Added |
| Empowered Funds, LLC | 43,492 | $2.25M | 0.04% | −5,331−10.9% | Reduced |
| Courier Capital LLC | 43,046 | $2.23M | 0.15% | −974−2.2% | Reduced |
| Exchange Capital Management, Inc. | 43,002 | $2.22M | 0.35% | −917−2.1% | Reduced |
| WBI Investments | 42,886 | $2.22M | 0.53% | −18,958−30.7% | Reduced |
| Park Avenue Securities LLC | 42,854 | $2.22M | 0.02% | −1,589−3.6% | Reduced |
| Profund Advisors LLC | 42,841 | $2.22M | 0.08% | +1,047+2.5% | Added |
| Green Square Capital Advisors LLC | 43,493 | $2.21M | 0.31% | +10,313+31.1% | Added |
| Bangor Savings Bank | 42,743 | $2.21M | 0.21% | −150−0.3% | Reduced |
| Wetherby Asset Management Inc | 42,642 | $2.21M | 0.10% | +4,315+11.3% | Added |
| CenterBook Partners LP | 42,507 | $2.20M | 0.14% | +42,507 | New |
| Raleigh Capital Management Inc. | 42,480 | $2.20M | 0.85% | +12,705+42.7% | Added |
| Virtus Family Office LLC | 42,423 | $2.19M | 2.90% | −286−0.7% | Reduced |
| Boyd Watterson Asset Management LLC | 42,420 | $2.19M | 0.60% | −150−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 42,282 | $2.19M | 0.21% | −2,952−6.5% | Reduced |
| Legato Capital Management LLC | 42,146 | $2.18M | 0.27% | +5,889+16.2% | Added |
| Pettee Investors, Inc. | 42,123 | $2.18M | 1.06% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 42,064 | $2.18M | 0.30% | +3,222+8.3% | Added |
| Barbara Oil Co. | 42,000 | $2.17M | 0.89% | 00.0% | Unchanged |
| Moore Capital Management, LP | 41,925 | $2.17M | 0.06% | +41,925 | New |
| Northeast Financial Consultants Inc | 41,806 | $2.16M | 0.09% | +10.0% | Added |
| Farther Finance Advisors, LLC | 41,572 | $2.15M | 0.08% | +4,436+11.9% | Added |
| Cornercap Investment Counsel Inc | 41,513 | $2.15M | 0.64% | −16,951−29.0% | Reduced |
| Edmp, Inc. | 41,428 | $2.14M | 1.76% | +238+0.6% | Added |
| Charter Research & Investment Group, Inc. | 41,420 | $2.14M | 1.58% | −453−1.1% | Reduced |
| Chemung Canal Trust Co | 41,051 | $2.12M | 0.43% | +581+1.4% | Added |
| AlphaMark Advisors, LLC | 40,974 | $2.12M | 0.73% | +1,708+4.3% | Added |
| Holderness Investments Co | 40,642 | $2.10M | 0.46% | +1,710+4.4% | Added |
| Applied Finance Capital Management, LLC | 40,552 | $2.10M | 0.09% | +6,756+20.0% | Added |
| Worth Asset Management, LLC | 40,511 | $2.10M | 1.14% | +40,511 | New |
| First Bank & Trust | 40,390 | $2.09M | 0.40% | +11,233+38.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 40,221 | $2.08M | 0.81% | +52+0.1% | Added |
| Neville Rodie & Shaw Inc | 40,189 | $2.08M | 0.15% | −7,300−15.4% | Reduced |
| Bard Financial Services, Inc. | 40,175 | $2.08M | 0.25% | −10,465−20.7% | Reduced |
| Charter Trust Co | 39,849 | $2.06M | 0.13% | −613−1.5% | Reduced |
| Logan Capital Management Inc | 39,835 | $2.06M | 0.08% | +49+0.1% | Added |
| Frank, Rimerman Advisors LLC | 39,711 | $2.05M | 0.15% | −2,108−5.0% | Reduced |
| Shayne & Co., LLC | 39,513 | $2.04M | 0.51% | +96+0.2% | Added |
| Brinker Capital Investments, LLC | 39,497 | $2.04M | 0.02% | −320−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 39,497 | $2.04M | 0.02% | −320−0.8% | Reduced |
| Simmons Bank | 39,476 | $2.04M | 0.15% | −4,791−10.8% | Reduced |
| Rothschild Investment LLC | 39,474 | $2.04M | 0.13% | −3,430−8.0% | Reduced |
| Evergreen Capital Management LLC | 39,459 | $2.04M | 0.07% | +4,378+12.5% | Added |
| Trust Co of Vermont | 39,456 | $2.04M | 0.10% | −2,654−6.3% | Reduced |
| BNP Paribas | 39,463 | $2.03M | 0.08% | +28,453+258.4% | Added |
| Ballentine Partners, LLC | 39,045 | $2.02M | 0.03% | +3,399+9.5% | Added |
| Stokes Family Office, LLC | 39,003 | $2.02M | 0.22% | −1,866−4.6% | Reduced |
| Nomura Holdings Inc | 38,992 | $2.02M | 0.02% | −43,736−52.9% | Reduced |
| Caldwell Trust Co | 38,967 | $2.02M | 0.21% | −1,431−3.5% | Reduced |
| Old Port Advisors | 38,878 | $2.01M | 0.56% | −484−1.2% | Reduced |
| Vestcor Inc | 38,827 | $2.01M | 0.06% | −34,283−46.9% | Reduced |
| Univest Financial Corp | 38,486 | $1.99M | 0.13% | +38,486 | New |
| Trustmark National Bank Trust Department | 38,370 | $1.99M | 0.15% | −19,221−33.4% | Reduced |
| Trust Co of Toledo NA | 38,338 | $1.98M | 0.27% | +3,368+9.6% | Added |
| Westpac Banking Corp | 38,333 | $1.98M | 0.13% | +15,633+68.9% | Added |
| Moneta Group Investment Advisors LLC | 38,314 | $1.98M | 0.03% | +1,193+3.2% | Added |
| FineMark National Bank & Trust | 38,089 | $1.97M | 0.07% | +5,848+18.1% | Added |
| Cypress Capital, LLC | 37,895 | $1.96M | 0.51% | +3,014+8.6% | Added |
| Peak Asset Management, LLC | 37,764 | $1.95M | 0.37% | −250−0.7% | Reduced |
| Portfolio Design Labs, LLC | 37,706 | $1.95M | 0.54% | +37,706 | New |
| Bradley Foster & Sargent Inc | 37,615 | $1.95M | 0.03% | −741−1.9% | Reduced |
| Principal Securities, Inc. | 37,596 | $1.95M | 0.05% | +9,652+34.5% | Added |
| Twin Tree Management, LP | 37,589 | $1.94M | 0.05% | +37,589 | New |
| Mesirow Financial Investment Management, Inc. | 37,538 | $1.94M | 0.04% | −13,270−26.1% | Reduced |