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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 12,396 | $701.1K | 0.03% | +301+2.5% | Added |
| FNY Investment Advisers, LLC | 12,430 | $703.0K | 0.36% | +12,360+17,657.1% | Added |
| Jaffetilchin Investment Partners, LLC | 12,439 | $703.5K | 0.05% | +2,131+20.7% | Added |
| Thompson Siegel & Walmsley LLC | 12,454 | $704.0K | 0.01% | −146,200−92.2% | Reduced |
| Uncommon Cents Investing LLC | 12,490 | $706.4K | 0.21% | +90+0.7% | Added |
| Nebula Research & Development LLC | 12,527 | $708.5K | 0.08% | +12,527 | New |
| Nichols & Pratt Advisers LLP | 12,545 | $709.5K | 0.05% | −350−2.7% | Reduced |
| Capital Advisors Inc | 12,566 | $710.7K | 0.01% | −137−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 12,568 | $710.8K | 0.12% | +2,511+25.0% | Added |
| Field & Main Bank | 12,606 | $713.0K | 0.25% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 12,635 | $714.7K | 0.23% | +727+6.1% | Added |
| Lindbrook Capital, LLC | 12,654 | $715.7K | 0.06% | +1,493+13.4% | Added |
| Strategic Blueprint, LLC | 12,684 | $717.4K | 0.04% | +502+4.1% | Added |
| Burney Co | 12,753 | $721.3K | 0.03% | +516+4.2% | Added |
| Park Place Capital Corp | 12,763 | $721.9K | 0.20% | −599−4.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 12,042 | $721.9K | 0.14% | +2,384+24.7% | Added |
| Atomi Financial Group, Inc. | 12,768 | $722.2K | 0.04% | +5,593+78.0% | Added |
| Gold Investment Management Ltd. | 12,772 | $722.4K | 0.30% | 00.0% | Unchanged |
| Davidson Trust Co | 12,779 | $722.8K | 0.37% | +222+1.8% | Added |
| Everett Harris & Co | 12,801 | $724.0K | 0.01% | +31+0.2% | Added |
| Westbourne Investments, Inc. | 12,830 | $725.7K | 0.43% | +12,830 | New |
| YHB Investment Advisors, Inc. | 12,835 | $725.9K | 0.06% | −6,121−32.3% | Reduced |
| Beddow Capital Management Inc | 12,880 | $728.0K | 0.30% | −2,120−14.1% | Reduced |
| Private Wealth Partners, LLC | 12,901 | $729.7K | 0.06% | +91+0.7% | Added |
| Quadrant Capital Group LLC | 12,916 | $730.5K | 0.05% | +1,096+9.3% | Added |
| Alpha Family Trust | 12,920 | $730.8K | 0.41% | −5,840−31.1% | Reduced |
| Papamarkou Wellner Asset Management inc. | 12,940 | $731.9K | 0.51% | +12,940 | New |
| Grandfield & Dodd, LLC | 12,954 | $732.7K | 0.05% | −65−0.5% | Reduced |
| BEAM Asset Management, LLC | 12,965 | $733.3K | 0.23% | −1,369−9.6% | Reduced |
| Woodmont Investment Counsel LLC | 13,006 | $735.6K | 0.05% | +391+3.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,034 | $737.2K | 0.08% | +71+0.5% | Added |
| Deseret Mutual Benefit Administrators | 13,056 | $738.4K | 0.36% | +1,075+9.0% | Added |
| Journey Advisory Group, LLC | 17,821 | $740.1K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13,101 | $741.0K | 0.07% | −2,064−13.6% | Reduced |
| Ransom Advisory, Ltd | 13,126 | $742.4K | 0.34% | −1,000−7.1% | Reduced |
| Boston Trust Walden Corp | 13,207 | $747.0K | 0.01% | −1,000−7.0% | Reduced |
| Texas Bank & Trust Co | 13,215 | $747.4K | 0.31% | +13,215 | New |
| Perkins Capital Management Inc | 13,225 | $748.0K | 0.66% | −1,266−8.7% | Reduced |
| Redwood Wealth Management Group, LLC | 13,263 | $748.6K | 0.36% | +197+1.5% | Added |
| Vectors Research Management, LLC | 13,247 | $749.3K | 0.26% | 00.0% | Unchanged |
| Baxter Bros Inc | 13,248 | $749.3K | 0.10% | −702−5.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,287 | $751.5K | 0.14% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 13,324 | $753.6K | 0.10% | −3,633−21.4% | Reduced |
| Confluence Wealth Services, Inc. | 12,748 | $753.9K | 0.05% | +2,302+22.0% | Added |
| Angeles Wealth Management, LLC | 13,414 | $758.7K | 0.06% | +1,056+8.5% | Added |
| Capital Analysts, LLC | 13,425 | $759.0K | 0.03% | −458−3.3% | Reduced |
| Commerzbank Aktiengesellschaft | 13,526 | $759.0K | 0.02% | +3,639+36.8% | Added |
| bLong Financial, LLC | 13,463 | $761.5K | 0.63% | +13,463 | New |
| Capital Investment Advisory Services, LLC | 13,504 | $763.8K | 0.07% | +1,394+11.5% | Added |
| Trust Co | 13,539 | $765.8K | 0.09% | +1,556+13.0% | Added |
| Pinnacle West Asset Management, Inc. | 13,550 | $766.0K | 0.55% | 00.0% | Unchanged |
| Crestline Management, LP | 13,559 | $766.9K | 0.03% | −13,520−49.9% | Reduced |
| Physicians Financial Services, Inc. | 13,581 | $768.0K | 0.23% | −1,182−8.0% | Reduced |
| Fidelis Capital Partners, LLC | 12,894 | $773.0K | 0.08% | +813+6.7% | Added |
| Lebenthal Global Advisors, LLC | 13,677 | $773.6K | 0.14% | +354+2.7% | Added |
| 1620 Investment Advisors, Inc. | 13,698 | $774.8K | 0.59% | +4,407+47.4% | Added |
| Manchester Capital Management LLC | 13,700 | $774.9K | 0.09% | −8,874−39.3% | Reduced |
| GeoWealth Management, LLC | 13,767 | $778.7K | 0.03% | −98−0.7% | Reduced |
| Bridges Investment Management Inc | 13,926 | $787.7K | 0.01% | −243−1.7% | Reduced |
| Legacy Advisors, LLC | 13,936 | $788.2K | 0.08% | +2,424+21.1% | Added |
| Diversify Wealth Management, LLC | 14,123 | $788.5K | 0.06% | +1,286+10.0% | Added |
| Burke & Herbert Bank & Trust Co | 13,964 | $789.8K | 0.19% | −400−2.8% | Reduced |
| Hillsdale Investment Management Inc. | 14,000 | $791.8K | 0.04% | +13,600+3,400.0% | Added |
| LVM Capital Management Ltd | 14,054 | $795.0K | 0.09% | +504+3.7% | Added |
| Brass Tax Wealth Management, Inc | 14,071 | $795.8K | 0.17% | +120+0.9% | Added |
| Midland Wealth Advisors LLC | 14,081 | $796.4K | 0.05% | −1,251−8.2% | Reduced |
| Cornerstone Wealth Group, LLC | 14,109 | $798.0K | 0.07% | +903+6.8% | Added |
| Proequities, Inc. | 13,851 | $799.3K | 0.05% | +1,118+8.8% | Added |
| Cooper Financial Group | 14,152 | $800.5K | 0.10% | +279+2.0% | Added |
| Navellier & Associates Inc | 14,156 | $800.6K | 0.10% | +4,056+40.2% | Added |
| Argyle Capital Partners, LLC | 14,185 | $802.3K | 0.69% | +14,185 | New |
| Sovereign Financial Group, Inc. | 14,222 | $804.4K | 0.18% | −595−4.0% | Reduced |
| Summit Financial, LLC | 14,233 | $805.0K | 0.03% | −1,916−11.9% | Reduced |
| Lantz Financial LLC | 14,281 | $807.8K | 0.22% | −545−3.7% | Reduced |
| Financial Advisory Corp | 14,316 | $810.0K | 0.29% | −2,810−16.4% | Reduced |
| Selway Asset Management | 14,331 | $810.6K | 0.32% | −1,500−9.5% | Reduced |
| Cohen Capital Management, Inc. | 14,350 | $811.6K | 0.14% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 14,378 | $813.2K | 0.33% | +162+1.1% | Added |
| Lansing Street Advisors | 14,387 | $813.7K | 0.28% | −2,590−15.3% | Reduced |
| Talon Private Wealth, LLC | 14,423 | $815.8K | 0.17% | +9,166+174.4% | Added |
| Fox Run Management, L.L.C. | 14,438 | $816.6K | 0.15% | +14,438 | New |
| Washington Trust Co | 14,440 | $816.7K | 0.03% | −14−0.1% | Reduced |
| Anchor Investment Management, LLC | 14,486 | $819.3K | 0.08% | −746−4.9% | Reduced |
| Asset Dedication, LLC | 14,487 | $819.4K | 0.06% | +8,041+124.7% | Added |
| Concord Asset Management, LLC | 14,537 | $822.2K | 0.18% | +14,537 | New |
| Quadrant Private Wealth Management, LLC | 14,539 | $822.3K | 0.20% | −2,459−14.5% | Reduced |
| Principle Wealth Partners LLC | 14,595 | $825.4K | 0.06% | +52+0.4% | Added |
| Affinity Investment Advisors, LLC | 14,624 | $827.1K | 0.69% | −3,568−19.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 14,630 | $827.5K | 0.08% | −498−3.3% | Reduced |
| Van Cleef Asset Management,Inc | 14,672 | $829.8K | 0.09% | +20.0% | Added |
| Cim Investment Mangement Inc | 14,672 | $829.8K | 0.24% | −74−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 14,722 | $832.7K | 0.04% | +2,498+20.4% | Added |
| denkapparat Operations GmbH | 14,748 | $834.1K | 1.23% | +14,748 | New |
| Accredited Investors Inc. | 14,754 | $834.5K | 0.05% | −14−0.1% | Reduced |
| Park Edge Advisors, LLC | 14,777 | $835.8K | 0.24% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 14,819 | $838.2K | 0.23% | +7,029+90.2% | Added |
| Wealth Effects LLC | 14,852 | $840.0K | 0.30% | −225−1.5% | Reduced |
| StoneX Group Inc. | 14,869 | $841.0K | 0.05% | −1,397−8.6% | Reduced |
| Avestar Capital, LLC | 14,890 | $842.2K | 0.08% | +3,575+31.6% | Added |
| Tempus Wealth Planning, LLC | 14,903 | $842.9K | 0.26% | −745−4.8% | Reduced |