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, 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
- 2,494
- +264 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
- 375
- 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 8,638 | $488.6K | 0.02% | −1,128−11.6% | Reduced |
| Northeast Investment Management | 8,639 | $488.6K | 0.02% | −300−3.4% | Reduced |
| Quotient Wealth Partners, LLC | 8,649 | $489.2K | 0.02% | +4,290+98.4% | Added |
| Powell Investment Advisors, LLC | 8,653 | $489.4K | 0.23% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 8,658 | $489.7K | 0.01% | +8,658 | New |
| Sterling Wealth Management, Inc. | 8,665 | $490.1K | 0.18% | −83−0.9% | Reduced |
| Chancellor Financial Group WB LP | 8,673 | $490.5K | 0.40% | +8,673 | New |
| Massmutual Trust Co FSB | 8,687 | $491.3K | 0.01% | +332+4.0% | Added |
| Ridgecrest Wealth Partners, LLC | 8,711 | $492.7K | 0.27% | −964−10.0% | Reduced |
| McDaniel Terry & Co | 8,720 | $493.0K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 8,724 | $493.5K | 0.01% | +2,775+46.6% | Added |
| Allegheny Financial Group LTD | 8,725 | $493.5K | 0.13% | −10,386−54.3% | Reduced |
| Chapman Financial Group, LLC | 8,767 | $495.9K | 0.40% | +8,767 | New |
| Cohen Investment Advisors LLC | 8,802 | $497.8K | 0.30% | +221+2.6% | Added |
| Marathon Capital Management | 8,808 | $498.2K | 0.12% | +263+3.1% | Added |
| TBH Global Asset Management, LLC | 8,822 | $499.0K | 0.12% | +20.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,840 | $500.0K | 0.13% | −102−1.1% | Reduced |
| Townsend Asset Management Corp | 8,844 | $500.2K | 0.18% | +1,694+23.7% | Added |
| Drive Wealth Management, LLC | 8,878 | $502.1K | 0.12% | +182+2.1% | Added |
| Mitchell Sinkler & Starr | 8,890 | $502.8K | 0.13% | −600−6.3% | Reduced |
| Broadwater Capital Management LLC | 8,900 | $503.4K | 0.39% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,903 | $503.6K | 0.10% | −20−0.2% | Reduced |
| Norway Savings Bank | 8,913 | $504.1K | 0.28% | −200−2.2% | Reduced |
| Tompkins Financial Corp | 8,926 | $504.9K | 0.05% | −160−1.8% | Reduced |
| James J. Burns & Company, LLC | 8,953 | $506.0K | 0.09% | +8,953 | New |
| Cove Private Wealth, LLC | 8,995 | $508.8K | 0.31% | 00.0% | Unchanged |
| Parkside Investments, LLC | 9,000 | $509.0K | 0.08% | −9,000−50.0% | Reduced |
| City State Bank | 9,000 | $509.0K | 0.18% | −670−6.9% | Reduced |
| Barry Investment Advisors, LLC | 9,010 | $509.6K | 0.16% | −1,612−15.2% | Reduced |
| Ironwood Financial, llc | 9,029 | $510.7K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 9,031 | $510.8K | 0.03% | +2,201+32.2% | Added |
| Pathway Financial Advisers, LLC | 9,034 | $511.0K | 0.17% | −422,078−97.9% | Reduced |
| Texas Yale Capital Corp. | 9,050 | $511.9K | 0.02% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 9,076 | $513.3K | 0.48% | +9,076 | New |
| Krane Funds Advisors LLC | 9,088 | $514.0K | 0.02% | −1,665−15.5% | Reduced |
| Sym Financial Corp | 9,090 | $514.1K | 0.07% | +1,348+17.4% | Added |
| American Alpha Advisors, LLC | 9,121 | $515.9K | 0.47% | −599−6.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,132 | $516.5K | 0.13% | +42+0.5% | Added |
| Investors Research Corp | 9,169 | $518.6K | 0.11% | 00.0% | Unchanged |
| Bath Savings Trust Co | 9,195 | $520.1K | 0.05% | −400−4.2% | Reduced |
| First National Bank Sioux Falls | 9,195 | $520.1K | 0.22% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 9,211 | $521.0K | 0.39% | +9,211 | New |
| TRUE Private Wealth Advisors | 9,213 | $521.1K | 0.06% | −125−1.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 9,226 | $521.9K | 0.16% | −524−5.4% | Reduced |
| Old North State Wealth Management, LLC | 9,283 | $525.7K | 0.30% | +1,079+13.2% | Added |
| Smith, Salley & Associates | 9,296 | $525.8K | 0.03% | −269−2.8% | Reduced |
| MRP Capital Investments, LLC | 9,358 | $529.3K | 0.48% | +9,300+16,034.5% | Added |
| Ipsen Advisor Group LLC | 9,381 | $530.6K | 0.45% | +9,381 | New |
| Baldwin Investment Management, LLC | 9,399 | $531.6K | 0.07% | −1,750−15.7% | Reduced |
| CVA Family Office, LLC | 9,409 | $532.2K | 0.08% | +685+7.9% | Added |
| Trust Point Inc. | 9,423 | $533.0K | 0.04% | +172+1.9% | Added |
| Shepherd Financial Partners LLC | 9,428 | $533.2K | 0.06% | +423+4.7% | Added |
| Abbot Financial Management, Inc. | 9,441 | $534.0K | 0.27% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 9,443 | $534.1K | 0.45% | +9,443 | New |
| Cornerstone Capital, Inc. | 9,444 | $534.2K | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,444 | $534.2K | 0.17% | −2,190−18.8% | Reduced |
| Perritt Capital Management Inc | 9,457 | $534.9K | 0.28% | +1,210+14.7% | Added |
| Schechter Investment Advisors, LLC | 9,485 | $536.5K | 0.04% | +9,485 | New |
| Cassaday & Co Wealth Management LLC | 9,493 | $537.0K | 0.01% | −1,446−13.2% | Reduced |
| Investment Partners Asset Management, Inc. | 9,498 | $537.2K | 0.42% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 9,505 | $537.6K | 0.02% | +200+2.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,510 | $537.9K | 0.33% | +9,510 | New |
| Cyndeo Wealth Partners, LLC | 9,530 | $539.0K | 0.04% | −5−0.1% | Reduced |
| BSW Wealth Partners | 9,540 | $539.6K | 0.08% | +1,361+16.6% | Added |
| Fortitude Family Office, LLC | 9,540 | $539.6K | 0.19% | −43−0.4% | Reduced |
| Petros Family Wealth, LLC | 9,555 | $540.4K | 0.58% | +9,555 | New |
| Madden Securities Corp | 9,575 | $541.6K | 0.22% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 9,600 | $543.0K | 0.98% | +5,000+108.7% | Added |
| CapWealth Advisors, LLC | 9,615 | $543.8K | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 9,619 | $544.1K | 0.06% | +27+0.3% | Added |
| Chilton Investment Co LLC | 9,631 | $544.7K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,537 | $545.2K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 9,641 | $545.3K | 0.03% | +4,426+84.9% | Added |
| LeClair Wealth Partners LLC | 9,663 | $546.5K | 0.36% | +9,663 | New |
| Clear Creek Financial Management, LLC | 9,676 | $547.3K | 0.06% | −2,287−19.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 9,720 | $549.8K | 0.53% | +9,720 | New |
| CBOE Vest Financial, LLC | 9,746 | $551.2K | 0.01% | +1,271+15.0% | Added |
| Nautilus Advisors LLC | 9,746 | $551.3K | 0.44% | +9,746 | New |
| Legacy Private Trust Co. | 9,751 | $551.5K | 0.04% | +310+3.3% | Added |
| First Financial Corp | 9,753 | $551.6K | 0.26% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,792 | $553.8K | 0.07% | +1,899+24.1% | Added |
| Naviter Wealth, LLC | 9,806 | $554.6K | 0.07% | −22,727−69.9% | Reduced |
| Stonebridge Financial Group, LLC | 9,839 | $556.5K | 0.06% | +9,839 | New |
| Vista Investment Partners II, LLC | 9,845 | $556.9K | 0.33% | +9,845 | New |
| Secure Asset Management, LLC | 9,848 | $557.0K | 0.08% | +2,700+37.8% | Added |
| Csenge Advisory Group | 9,879 | $558.8K | 0.03% | −90−0.9% | Reduced |
| BBR Partners, LLC | 9,912 | $560.6K | 0.04% | −1,006−9.2% | Reduced |
| LCM Capital Management Inc | 9,921 | $561.1K | 0.32% | +35+0.4% | Added |
| Northcape Wealth Management, LLC | 9,937 | $562.0K | 0.18% | +3,860+63.5% | Added |
| Wolff Financial Management LLC | 9,950 | $563.0K | 0.16% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 9,984 | $564.7K | 0.15% | −304−3.0% | Reduced |
| Bill Few Associates, Inc. | 9,990 | $565.1K | 0.20% | +125+1.3% | Added |
| Seelaus Asset Management LLC | 9,991 | $565.1K | 0.51% | −1,562−13.5% | Reduced |
| Aurdan Capital Management, LLC | 10,000 | $565.6K | 0.22% | +10,000 | New |
| Colonial Trust Co | 10,017 | $566.6K | 0.08% | −2,978−22.9% | Reduced |
| Occidental Asset Management, LLC | 10,029 | $567.2K | 0.09% | +8+0.1% | Added |
| LVW Advisors, LLC | 10,052 | $568.6K | 0.07% | −1,571−13.5% | Reduced |
| 626 Financial, LLC | 10,053 | $568.6K | 0.31% | +699+7.5% | Added |
| Northwest Bank & Trust Co | 9,631 | $570.3K | 0.42% | +13+0.1% | Added |
| Papp L Roy & Associates | 10,084 | $570.4K | 0.07% | 00.0% | Unchanged |