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 |
|---|---|---|---|---|---|
| Athena Investment Management | 14,915 | $843.6K | 0.49% | 00.0% | Unchanged |
| Leo Wealth, LLC | 14,965 | $846.4K | 0.08% | +5,085+51.5% | Added |
| Apriem Advisors | 14,980 | $847.2K | 0.10% | +30.0% | Added |
| Van Hulzen Asset Management, LLC | 15,024 | $849.8K | 0.06% | +290+2.0% | Added |
| Jeppson Wealth Management, LLC | 15,061 | $851.9K | 0.31% | −20.0% | Reduced |
| PEAK6 LLC | 15,126 | $855.5K | 0.03% | +15,126 | New |
| Stonebrook Private Inc. | 15,146 | $856.7K | 0.22% | +276+1.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,156 | $857.2K | 0.30% | +858+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14,158 | $858.0K | 0.01% | −5,430−27.7% | Reduced |
| David Loasby | 15,430 | $861.4K | 0.08% | −537−3.4% | Reduced |
| Pavion Blue Capital, LLC | 15,233 | $861.6K | 0.40% | +1,000+7.0% | Added |
| Main Street Research LLC | 15,257 | $862.9K | 0.05% | +25+0.2% | Added |
| Foundations Investment Advisors, LLC | 15,352 | $868.3K | 0.02% | +265+1.8% | Added |
| Freestone Grove Partners LP | 15,468 | $874.9K | 0.01% | +15,468 | New |
| United Community Bank | 15,480 | $875.5K | 0.34% | −190−1.2% | Reduced |
| Clarius Group, LLC | 15,541 | $879.0K | 0.06% | +1,409+10.0% | Added |
| Ardent Capital Management, Inc. | 15,700 | $888.0K | 0.40% | −10,283−39.6% | Reduced |
| KG&L Capital Management,LLC | 15,692 | $888.7K | 0.29% | −15,435−49.6% | Reduced |
| Sagespring Wealth Partners, LLC | 15,768 | $891.9K | 0.02% | +15,768 | New |
| Moloney Securities Asset Management, LLC | 15,775 | $892.2K | 0.12% | −509−3.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 15,794 | $893.3K | 0.22% | −3,114−16.5% | Reduced |
| Ameritas Advisory Services, LLC | 15,807 | $894.0K | 0.03% | +1,357+9.4% | Added |
| Modern Wealth Management, LLC | 15,818 | $894.6K | 0.03% | +3,067+24.1% | Added |
| Emerald Advisors, LLC | 15,822 | $894.9K | 0.12% | +761+5.1% | Added |
| Onyx Bridge Wealth Group LLC | 15,826 | $895.1K | 0.13% | +515+3.4% | Added |
| Finer Wealth Management, Inc. | 15,851 | $896.6K | 0.51% | −3,668−18.8% | Reduced |
| Optimum Investment Advisors | 15,925 | $900.7K | 0.40% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 15,928 | $900.9K | 0.05% | +960+6.4% | Added |
| Syon Capital LLC | 15,982 | $903.9K | 0.08% | +4,335+37.2% | Added |
| Aries Wealth Management | 15,997 | $904.8K | 0.25% | −1,435−8.2% | Reduced |
| Graypoint LLC | 15,998 | $904.8K | 0.05% | +4,705+41.7% | Added |
| PKO Investment Management Joint-Stock Co | 16,000 | $905.0K | 0.11% | −4,000−20.0% | Reduced |
| Vaughan & Co Securities, Inc. | 16,031 | $906.7K | 0.55% | −591−3.6% | Reduced |
| Spinnaker Trust | 16,033 | $906.8K | 0.06% | +1,113+7.5% | Added |
| Headinvest, LLC | 16,046 | $907.6K | 0.17% | −2,301−12.5% | Reduced |
| Skopos Labs, Inc. | 16,068 | $908.8K | 0.27% | +7,866+95.9% | Added |
| Ocean Capital Management, LLC | 16,121 | $911.8K | 0.20% | +1,041+6.9% | Added |
| Fruth Investment Management | 16,130 | $912.0K | 0.25% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 16,161 | $914.1K | 0.32% | −200−1.2% | Reduced |
| Slagle Financial, LLC | 16,326 | $923.4K | 0.42% | −32,251−66.4% | Reduced |
| Hengehold Capital Management LLC | 16,329 | $923.6K | 0.09% | −595−3.5% | Reduced |
| Garrison Point Advisors, LLC | 16,331 | $923.7K | 0.44% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 16,360 | $925.3K | 0.17% | −365−2.2% | Reduced |
| Bank of Hawaii | 16,375 | $926.2K | 0.05% | −440−2.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,432 | $929.4K | 0.05% | −800−4.6% | Reduced |
| Letson Investment Management, Inc. | 16,493 | $932.8K | 0.38% | −86−0.5% | Reduced |
| Atlas Brown,Inc. | 16,559 | $936.6K | 0.32% | +518+3.2% | Added |
| Maven Securities LTD | 16,688 | $943.9K | 0.15% | −51,168−75.4% | Reduced |
| RFG Advisory, LLC | 16,707 | $945.0K | 0.03% | −484−2.8% | Reduced |
| Johnson Financial Group, Inc. | 15,866 | $946.2K | 0.04% | +11,291+246.8% | Added |
| Sittner & Nelson, LLC | 16,728 | $946.2K | 0.41% | +13+0.1% | Added |
| Wincap Financial LLC | 16,764 | $948.2K | 0.97% | +16,764 | New |
| Triangle Securities Wealth Management | 16,767 | $948.3K | 0.24% | −1,499−8.2% | Reduced |
| Exencial Wealth Advisors, LLC | 16,776 | $948.8K | 0.03% | +1,353+8.8% | Added |
| LS Investment Advisors, LLC | 16,790 | $949.6K | 0.14% | +12,245+269.4% | Added |
| TCG Advisory Services, LLC | 16,798 | $950.1K | 0.04% | +2,835+20.3% | Added |
| MONECO Advisors, LLC | 16,823 | $951.5K | 0.10% | +8,311+97.6% | Added |
| Brown, Lisle/Cummings, Inc. | 16,884 | $954.9K | 0.28% | −6,431−27.6% | Reduced |
| Forum Financial Management, LP | 16,884 | $954.9K | 0.02% | +5,462+47.8% | Added |
| Monetary Management Group Inc | 16,905 | $956.1K | 0.25% | −750−4.2% | Reduced |
| Cowa, LLC | 16,970 | $959.8K | 0.44% | +5,017+42.0% | Added |
| High Net Worth Advisory Group LLC | 16,974 | $960.0K | 0.27% | +5,040+42.2% | Added |
| Concord Wealth Partners | 17,063 | $965.1K | 0.16% | +11,880+229.2% | Added |
| Van Strum & Towne Inc. | 17,092 | $966.7K | 0.34% | +450+2.7% | Added |
| Larson Financial Group LLC | 17,100 | $967.2K | 0.05% | +1,639+10.6% | Added |
| Sentry LLC | 17,167 | $971.0K | 0.19% | −901−5.0% | Reduced |
| White Pine Capital LLC | 17,211 | $973.4K | 0.33% | −829−4.6% | Reduced |
| Smithfield Trust Co | 17,223 | $974.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 17,269 | $976.7K | 0.21% | −371−2.1% | Reduced |
| Hexagon Capital Partners LLC | 17,274 | $977.0K | 0.18% | +1,465+9.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,275 | $977.1K | 0.18% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 17,656 | $977.4K | 0.16% | +8,387+90.5% | Added |
| Financial Advocates Investment Management | 17,290 | $977.9K | 0.06% | −521−2.9% | Reduced |
| Integrated Advisors Network LLC | 17,388 | $983.5K | 0.05% | −1,550−8.2% | Reduced |
| Essex Savings Bank | 17,432 | $985.9K | 0.24% | +733+4.4% | Added |
| Miller Financial Services LLC | 17,495 | $989.5K | 0.84% | +17,495 | New |
| CoreCap Advisors, LLC | 17,501 | $989.8K | 0.05% | +3,345+23.6% | Added |
| Parkside Financial Bank & Trust | 17,506 | $990.1K | 0.13% | +2,030+13.1% | Added |
| 111 Capital | 17,532 | $991.6K | 0.21% | +17,532 | New |
| Sierra Summit Advisors LLC | 17,541 | $992.1K | 0.20% | +17,541 | New |
| Central Pacific Bank - Trust Division | 17,624 | $996.8K | 0.13% | −711−3.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 17,647 | $998.1K | 0.26% | −524−2.9% | Reduced |
| Abel Hall, LLC | 17,743 | $1.00M | 0.64% | +341+2.0% | Added |
| Thoroughbred Financial Services, LLC | 17,763 | $1.00M | 0.06% | +190+1.1% | Added |
| Birchbrook, Inc. | 17,782 | $1.01M | 0.57% | −2,223−11.1% | Reduced |
| Eqis Capital Management, Inc. | 17,806 | $1.01M | 0.08% | +6,040+51.3% | Added |
| Opinicus Capital, Inc. | 17,820 | $1.01M | 0.85% | +486+2.8% | Added |
| Capstone Financial Advisors, Inc. | 17,849 | $1.01M | 0.06% | −4,585−20.4% | Reduced |
| Cypress Capital Advisors, LLC | 17,867 | $1.01M | 0.79% | +17,867 | New |
| Reynders McVeigh Capital Management, LLC | 17,874 | $1.01M | 0.05% | −2,150−10.7% | Reduced |
| Verity Asset Management, Inc. | 18,207 | $1.01M | 0.57% | −12,135−40.0% | Reduced |
| Old North State Trust, LLC | 17,891 | $1.01M | 0.64% | −81−0.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,900 | $1.01M | 0.10% | +17,900 | New |
| Intrua Financial, LLC | 17,964 | $1.02M | 0.17% | −356−1.9% | Reduced |
| Impact Partnership Wealth, LLC | 17,968 | $1.02M | 0.21% | −11−0.1% | Reduced |
| Inceptionr LLC | 18,030 | $1.02M | 0.23% | +18,030 | New |
| Alta Wealth Advisors LLC | 18,101 | $1.02M | 0.45% | +50+0.3% | Added |
| American Trust Investment Advisors, LLC | 18,196 | $1.03M | 0.42% | −95−0.5% | Reduced |
| Sanders Morris Harris LLC | 18,137 | $1.03M | 0.15% | −1,000−5.2% | Reduced |
| ZWJ Investment Counsel Inc | 18,301 | $1.04M | 0.04% | −92−0.5% | Reduced |