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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, Q4 2024

Institutional positions in Bristol Myers Squibb Co as of Dec 31, 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
2,495
+265 vs. Q3 2024
Shares held
1.60B
+55.5M (+3.6%) vs. Q3 2024
Total value
$90.4B
+$10.6B (+13.3%) vs. Q3 2024
New holders
376
931 more added
Sold out
111
917 more reduced

38 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,495 institutions
Q1 2021: 2,374 institutionsQ2 2021: 2,379 institutionsQ3 2021: 2,299 institutionsQ4 2021: 2,451 institutionsQ1 2022: 2,522 institutionsQ2 2022: 2,544 institutionsQ3 2022: 2,475 institutionsQ4 2022: 2,606 institutionsQ1 2023: 2,549 institutionsQ2 2023: 2,487 institutionsQ3 2023: 2,394 institutionsQ4 2023: 2,368 institutionsQ1 2024: 2,338 institutionsQ2 2024: 2,156 institutionsQ3 2024: 2,268 institutionsQ4 2024: 2,495 institutionsQ1 2025: 2,486 institutionsQ2 2025: 2,299 institutionsQ3 2025: 2,277 institutionsQ4 2025: 2,463 institutionsQ1 2026: 2,544 institutionsQ2 2026: 2,530 institutions
Value heldQ4 2024: $90.4B
Q1 2021: $102.8BQ2 2021: $109.0BQ3 2021: $96.6BQ4 2021: $99.9BQ1 2022: $119.2BQ2 2022: $126.8BQ3 2022: $116.4BQ4 2022: $115.1BQ1 2023: $110.9BQ2 2023: $102.2BQ3 2023: $91.2BQ4 2023: $79.5BQ1 2024: $84.6BQ2 2024: $63.8BQ3 2024: $80.0BQ4 2024: $90.4BQ1 2025: $99.3BQ2 2025: $76.1BQ3 2025: $71.6BQ4 2025: $88.5BQ1 2026: $98.1BQ2 2026: $96.7B
Institutions holding BMY and their total value by quarter
QuarterHoldersValue
Q2 20262,530$96.7B
Q1 20262,544$98.1B
Q4 20252,463$88.5B
Q3 20252,277$71.6B
Q2 20252,299$76.1B
Q1 20252,486$99.3B
Q4 20242,495$90.4B
Q3 20242,268$80.0B
Q2 20242,156$63.8B
Q1 20242,338$84.6B
Q4 20232,368$79.5B
Q3 20232,394$91.2B
Q2 20232,487$102.2B
Q1 20232,549$110.9B
Q4 20222,606$115.1B
Q3 20222,475$116.4B
Q2 20222,544$126.8B
Q1 20222,522$119.2B
Q4 20212,451$99.9B
Q3 20212,299$96.6B
Q2 20212,379$109.0B
Q1 20212,374$102.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2024.

Institutions holding BMY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wiser Advisor Group LLC1$610.00%00.0%Unchanged
First Pacific Financial8$4530.00%−674−98.8%Reduced
Lowe Wealth Advisors, LLC10$5660.00%00.0%Unchanged
NBC Securities, Inc.10$6190.06%−10,983−99.9%Reduced
Activest Wealth Management12$6790.00%+12New
Capital A Wealth Management, LLC17$9620.00%+17New
Finley Financial, LLC18$1.01K0.00%+18New
Parkworth Wealth Management, Inc.20$1.13K0.00%+20New
WestEnd Advisors, LLC27$1.53K0.00%+4+17.4%Added
Game Plan Financial Advisors, LLC30$1.69K0.00%00.0%Unchanged
JDM Financial Group LLC30$1.70K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD30$1.70K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC30$1.71K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC30$1.71K0.00%00.0%Unchanged
Perkins Coie Trust Co32$1.81K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc44$2.00K0.00%00.0%Unchanged
HBC Financial Services, PLLC50$2.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC37$2.09K0.00%00.0%Unchanged
Winnow Wealth LLC44$2.44K0.00%+44New
MPWM Advisory Solutions, LLC44$2.49K0.00%+44New
Riggs Asset Managment Co. Inc.48$2.69K0.00%+30+166.7%Added
Horizon Financial Services, LLC50$2.83K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC51$2.88K0.00%+51New
Ulland Investment Advisors, LLC60$3.00K0.00%00.0%Unchanged
Groupe la Francaise89$3.00K0.00%+89New
New Millennium Group LLC54$3.05K0.00%+12+28.6%Added
Investment Management Corp54$3.05K0.00%+54New
PayPay Securities Corp57$3.22K0.14%+2+3.6%Added
Delos Wealth Advisors, LLC60$3.39K0.00%+60New
NVWM, LLC61$3.45K0.00%+29+90.6%Added
Menard Financial Group LLC64$3.62K0.00%+64New
Compass Financial Services Inc64$3.64K0.00%+64New
WealthCollab, LLC79$4.47K0.00%00.0%Unchanged
Curio Wealth, LLC80$4.53K0.00%+80New
Anfield Capital Management, LLC85$4.81K0.00%−75−46.9%Reduced
Semmax Financial Advisors Inc.91$5.08K0.00%+1+1.1%Added
FLP Wealth Management, LLC91$5.15K0.01%+91New
Caitlin John, LLC93$5.24K0.00%00.0%Unchanged
Mendota Financial Group, LLC100$5.66K0.00%−6−5.7%Reduced
PFG Private Wealth Management, LLC100$5.66K0.00%00.0%Unchanged
Measured Risk Portfolios, Inc.100$5.66K0.01%+100New
Your Advocates Ltd., LLP100$5.66K0.00%+100New
Gould Capital, LLC100$5.67K0.00%−1−1.0%Reduced
General Partner, Inc.101$5.71K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC102$5.77K0.00%+102New
Oliver Lagore Vanvalin Investment Group105$5.94K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC113$6.00K0.00%−4,743−97.7%Reduced
Roble, Belko & Company, Inc100$6.00K0.00%00.0%Unchanged
BFSG, LLC110$6.22K0.00%−185−62.7%Reduced
NewSquare Capital LLC115$6.50K0.00%+115New
Sugar Maple Asset Management, LLC115$6.50K0.00%+115New
Creekmur Asset Management LLC119$6.74K0.00%+1+0.8%Added
Hurley Capital, LLC116$7.13K0.01%+116New
Financial Avengers, Inc.131$7.41K0.00%+1+0.8%Added
Kozak & Associates, Inc.135$7.63K0.00%+20+17.4%Added
Moser Wealth Advisors, LLC135$7.64K0.00%00.0%Unchanged
Red Tortoise LLC138$7.80K0.00%00.0%Unchanged
Old Second National Bank of Aurora140$7.92K0.00%−178−56.0%Reduced
Clark Wealth Partners140$7.92K0.01%+140New
Quest 10 Wealth Builders, Inc.142$8.03K0.01%+142New
Conquis Financial LLC146$8.26K0.01%+146New
MeadowBrook Investment Advisors LLC150$8.48K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.155$8.77K0.00%+55+55.0%Added
REAP Financial Group, LLC157$8.88K0.00%+146+1,327.3%Added
Iron Horse Wealth Management, LLC157$8.88K0.00%+9+6.1%Added
Tanaka Capital Management Inc166$9.00K0.02%00.0%Unchanged
Fedenia Advisers LLC178$10.1K0.01%+178New
UMA Financial Services, Inc.179$10.1K0.00%+179New
Mainstream Capital Management LLC186$10.5K0.01%+186New
DiNuzzo Private Wealth, Inc.188$10.6K0.00%−6−3.1%Reduced
Christopher J. Hasenberg, Inc190$10.7K0.00%00.0%Unchanged
WealthTrak Capital Management LLC191$10.8K0.01%+191New
Financial Life Planners192$10.8K0.01%+192New
Ogorek Anthony Joseph196$11.0K0.00%00.0%Unchanged
Avion Wealth207$11.0K0.00%+36+21.1%Added
PFS Partners, LLC200$11.3K0.01%−284−58.7%Reduced
Global Wealth Strategies & Associates200$11.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC200$11.3K0.01%00.0%Unchanged
Trivant Custom Portfolio Group, LLC200$11.3K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC200$11.3K0.00%+25+14.3%Added
Holos Integrated Wealth LLC207$11.7K0.01%+207New
Dogwood Wealth Management LLC239$13.5K0.01%+2+0.8%Added
Bay Harbor Wealth Management, LLC248$14.0K0.00%+248New
First Community Trust NA261$14.8K0.01%00.0%Unchanged
Pacifica Partners Inc.260$14.8K0.01%−560−68.3%Reduced
Miller Wealth Advisors, LLC264$14.9K0.01%+3+1.1%Added
Pineridge Advisors LLC266$15.0K0.01%−26−8.9%Reduced
Marshall & Sterling Wealth Advisors Inc.267$15.1K0.01%+267New
Demars Financial Group, LLC881,642$15.6K0.50%+881,642New
Hager Investment Management Services, LLC285$16.1K0.01%+285New
Winch Advisory Services, LLC289$16.3K0.00%+217+301.4%Added
Stephens Consulting, LLC296$16.7K0.00%−2,500−89.4%Reduced
Minot DeBlois Advisors LLC298$16.8K0.02%+298New
Highline Wealth Partners LLC299$16.9K0.01%+97+48.0%Added
Hoey Investments, Inc300$17.0K0.00%00.0%Unchanged
Montag & Caldwell, LLC300$17.0K0.00%+300New
Mowery & Schoenfeld Wealth Management, LLC311$17.6K0.03%+311New
Redwood Park Advisors LLC311$17.6K0.02%+311New
FPC Investment Advisory, Inc.302$17.8K0.01%+302New
Vermillion & White Wealth Management Group, LLC315$17.8K0.01%00.0%Unchanged