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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 10,085 | $570.4K | 0.04% | +10,085 | New |
| New Hampshire Trust | 10,095 | $571.0K | 0.12% | −188−1.8% | Reduced |
| Union Savings Bank | 10,097 | $571.1K | 0.28% | −150−1.5% | Reduced |
| Paradigm Capital Management Inc | 10,100 | $571.3K | 0.03% | 00.0% | Unchanged |
| Scientech Research LLC | 10,110 | $571.8K | 0.16% | +10,110 | New |
| Transatlantique Private Wealth LLC | 10,132 | $573.1K | 0.22% | −4,600−31.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,154 | $574.3K | 0.02% | −262−2.5% | Reduced |
| ICONIQ Capital, LLC | 10,177 | $575.6K | 0.01% | +10,177 | New |
| GWN Securities Inc. | 9,703 | $575.8K | 0.15% | +9,703 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,186 | $576.1K | 0.03% | −10.0% | Reduced |
| Biltmore Family Office, LLC | 10,192 | $576.5K | 0.10% | −100−1.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 10,205 | $577.2K | 0.11% | +10,205 | New |
| Diversify Advisory Services, LLC | 10,368 | $578.9K | 0.03% | −776−7.0% | Reduced |
| Berkshire Bank | 10,235 | $578.9K | 0.13% | −829−7.5% | Reduced |
| Pacific Point Advisors, LLC | 9,802 | $579.5K | 0.35% | +9,802 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,254 | $580.0K | 0.09% | +865+9.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,266 | $580.7K | 0.29% | +101+1.0% | Added |
| Worth Asset Management, LLC | 10,309 | $583.1K | 0.31% | −30,202−74.6% | Reduced |
| Solitude Financial Services | 10,310 | $583.1K | 0.26% | 00.0% | Unchanged |
| Hara Capital LLC | 10,331 | $584.3K | 0.37% | −330−3.1% | Reduced |
| Wedmont Private Capital | 10,487 | $585.5K | 0.03% | +2,392+29.5% | Added |
| Farmers National Bank | 10,362 | $586.1K | 0.17% | +10,362 | New |
| Westmount Partners, LLC | 10,375 | $586.8K | 0.18% | +10+0.1% | Added |
| Ellevest, Inc. | 10,394 | $587.9K | 0.03% | +1,657+19.0% | Added |
| Kapstone Financial Advisors LLC | 9,991 | $590.0K | 0.31% | −255−2.5% | Reduced |
| Beacon Investment Advisors LLC | 10,432 | $590.0K | 0.28% | +8+0.1% | Added |
| Round Hill Asset Management | 10,464 | $591.8K | 0.42% | 00.0% | Unchanged |
| Centennial Bank | 10,484 | $593.0K | 0.28% | −20−0.2% | Reduced |
| Prosperity Consulting Group, LLC | 10,485 | $593.0K | 0.04% | −925−8.1% | Reduced |
| HCR Wealth Advisors | 10,488 | $593.2K | 0.07% | −984−8.6% | Reduced |
| Clarendon Private LLC | 10,527 | $595.4K | 0.62% | +10,527 | New |
| Hudson Valley Investment Advisors Inc | 10,528 | $595.5K | 0.07% | −1,982−15.8% | Reduced |
| Corton Capital Inc. | 10,563 | $597.4K | 0.34% | −1,499−12.4% | Reduced |
| Great Lakes Advisors, LLC | 10,575 | $598.1K | 0.01% | −9,795−48.1% | Reduced |
| Independence Bank of Kentucky | 10,597 | $599.4K | 0.09% | +925+9.6% | Added |
| Kathmere Capital Management, LLC | 10,638 | $601.7K | 0.05% | +2,656+33.3% | Added |
| Formidable Asset Management, LLC | 10,652 | $602.5K | 0.10% | −247−2.3% | Reduced |
| Blueprint Investment Partners LLC | 10,659 | $602.9K | 0.10% | +3,601+51.0% | Added |
| WealthShield Partners, LLC | 10,681 | $604.1K | 0.09% | +53+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 10,743 | $607.6K | 0.07% | −400−3.6% | Reduced |
| Red Door Wealth Management, LLC | 10,788 | $610.2K | 0.09% | +435+4.2% | Added |
| Heron Bay Capital Management | 10,795 | $610.6K | 0.13% | +220+2.1% | Added |
| Forbes J M & Co LLP | 10,810 | $611.4K | 0.06% | +2,783+34.7% | Added |
| E Fund Management Co., Ltd. | 10,811 | $611.5K | 0.03% | +4,100+61.1% | Added |
| Fukoku Mutual Life Insurance Co | 10,854 | $613.9K | 0.04% | +3,140+40.7% | Added |
| Diligent Investors, LLC | 10,898 | $616.4K | 0.14% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 10,960 | $619.9K | 0.01% | +10,960 | New |
| First Nebraska Trust Co | 10,990 | $621.6K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 11,102 | $627.9K | 0.04% | −219−1.9% | Reduced |
| Pettinga Financial Advisors, LLC | 11,108 | $628.3K | 0.14% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 11,123 | $629.1K | 0.03% | +270+2.5% | Added |
| Measured Wealth Private Client Group, LLC | 11,164 | $631.4K | 0.20% | +5,650+102.5% | Added |
| Knuff & Co LLC | 11,238 | $635.6K | 0.19% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,257 | $636.7K | 0.01% | +5,400+92.2% | Added |
| Chicago Capital, LLC | 11,262 | $637.0K | 0.02% | −1,275−10.2% | Reduced |
| Stephenson National Bank & Trust | 11,296 | $638.9K | 0.22% | −457−3.9% | Reduced |
| First Financial Bank - Trust Division | 11,307 | $639.5K | 0.06% | −61−0.5% | Reduced |
| CenterStar Asset Management, LLC | 11,315 | $640.0K | 1.40% | +11,315 | New |
| Juncture Wealth Strategies, LLC | 11,342 | $641.5K | 0.24% | +81+0.7% | Added |
| Guardian Investment Management | 11,350 | $642.0K | 0.47% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 11,353 | $642.1K | 0.13% | −17−0.1% | Reduced |
| Aull & Monroe Investment Management Corp | 11,371 | $643.1K | 0.33% | −1,700−13.0% | Reduced |
| Avaii Wealth Management, LLC | 11,376 | $643.4K | 0.32% | −744−6.1% | Reduced |
| Estabrook Capital Management | 11,395 | $644.5K | 0.10% | −400−3.4% | Reduced |
| Keating Investment Counselors Inc | 11,417 | $645.7K | 0.20% | +2,660+30.4% | Added |
| Gibbs Wealth Management | 11,467 | $648.6K | 0.18% | +2,068+22.0% | Added |
| OneAscent Financial Services LLC | 11,512 | $651.0K | 0.06% | +2,657+30.0% | Added |
| Retirement Planning Co of New England, Inc. | 11,540 | $652.7K | 0.32% | +324+2.9% | Added |
| Richard W. Paul & Associates, LLC | 11,577 | $654.8K | 0.24% | −3,488−23.2% | Reduced |
| Mendel Money Management | 11,593 | $655.7K | 0.29% | +97+0.8% | Added |
| Harold Davidson & Associates Inc. | 11,611 | $656.7K | 0.31% | +11,611 | New |
| Phillips Wealth Planners LLC | 11,773 | $657.3K | 0.66% | +42+0.4% | Added |
| Callan Family Office, LLC | 11,639 | $658.3K | 0.04% | +7,035+152.8% | Added |
| Mayflower Financial Advisors, LLC | 11,682 | $660.7K | 0.10% | +3,216+38.0% | Added |
| City Holding Co | 11,683 | $660.8K | 0.09% | −1,809−13.4% | Reduced |
| Summit Global Investments | 11,680 | $661.0K | 0.04% | −15,685−57.3% | Reduced |
| Park Circle Co | 11,700 | $661.8K | 0.60% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 11,723 | $663.1K | 0.05% | +98+0.8% | Added |
| Atwood & Palmer Inc | 11,728 | $663.3K | 0.05% | −1,600−12.0% | Reduced |
| Welch Group, LLC | 11,879 | $666.0K | 0.03% | −1,005−7.8% | Reduced |
| Plancorp, LLC | 11,795 | $667.1K | 0.03% | +1,710+17.0% | Added |
| Archford Capital Strategies, LLC | 11,808 | $667.8K | 0.10% | +20.0% | Added |
| Broderick Brian C | 11,817 | $668.4K | 0.13% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,844 | $669.9K | 0.03% | +7,168+153.3% | Added |
| KRS Capital Management, LLC | 11,964 | $676.7K | 0.48% | −77−0.6% | Reduced |
| Waters Parkerson & Co., LLC | 12,005 | $679.0K | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 12,025 | $680.1K | 0.03% | +4,871+68.1% | Added |
| Checchi Capital Advisers, LLC | 12,038 | $680.9K | 0.05% | +774+6.9% | Added |
| Indiana Trust & Investment Management CO | 12,109 | $684.9K | 0.23% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,121 | $685.6K | 0.25% | +5,627+86.6% | Added |
| Everpar Advisors LLC | 12,145 | $686.9K | 0.35% | +903+8.0% | Added |
| Centaurus Financial, Inc. | 12,175 | $689.0K | 0.04% | +1,256+11.5% | Added |
| M Holdings Securities, Inc. | 12,202 | $690.0K | 0.11% | +12,202 | New |
| Visionary Horizons, LLC | 12,219 | $691.1K | 0.45% | −353−2.8% | Reduced |
| Montecito Bank & Trust | 12,224 | $691.4K | 0.12% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 12,312 | $696.4K | 0.25% | −2,244−15.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,320 | $696.8K | 0.01% | −3,473−22.0% | Reduced |
| Richwood Investment Advisors, LLC | 12,348 | $698.4K | 0.58% | +750+6.5% | Added |
| Court Place Advisors, LLC | 12,357 | $698.9K | 0.23% | −946−7.1% | Reduced |
| Founders Financial Securities LLC | 12,379 | $700.1K | 0.06% | +472+4.0% | Added |