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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 18,338 | $1.04M | 0.03% | +760+4.3% | Added |
| Hunter Associates Investment Management LLC | 18,379 | $1.04M | 0.16% | +504+2.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,375 | $1.04M | 0.41% | +700+4.0% | Added |
| Portside Wealth Group, LLC | 18,408 | $1.04M | 0.17% | −65−0.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 18,440 | $1.04M | 0.26% | −43−0.2% | Reduced |
| L2 Asset Management, LLC | 18,443 | $1.04M | 0.23% | +3,304+21.8% | Added |
| Nwam LLC | 18,473 | $1.04M | 0.06% | +551+3.1% | Added |
| Chicago Partners Investment Group LLC | 18,393 | $1.04M | 0.03% | +1,684+10.1% | Added |
| 180 Wealth Advisors, LLC | 18,530 | $1.05M | 0.16% | −24−0.1% | Reduced |
| J. Safra Sarasin Holding AG | 18,533 | $1.05M | 0.02% | −17,940−49.2% | Reduced |
| Grove Bank & Trust | 18,550 | $1.05M | 0.15% | +2,407+14.9% | Added |
| W Advisors, LLC | 18,584 | $1.05M | 0.65% | −251−1.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,615 | $1.05M | 0.25% | −1,370−6.9% | Reduced |
| Thomasville National Bank | 18,623 | $1.05M | 0.08% | −1,124−5.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,660 | $1.06M | 0.07% | +1,423+8.3% | Added |
| AlphaCore Capital LLC | 18,682 | $1.06M | 0.23% | −575−3.0% | Reduced |
| J. W. Coons Advisors, LLC | 18,720 | $1.06M | 0.27% | −100−0.5% | Reduced |
| Quest Partners LLC | 18,751 | $1.06M | 0.14% | +6,595+54.3% | Added |
| Atlas Capital Advisors LLC | 18,785 | $1.06M | 0.14% | +15,585+487.0% | Added |
| Adalta Capital Management LLC | 18,822 | $1.06M | 0.56% | −55−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 18,869 | $1.07M | 0.10% | +971+5.4% | Added |
| Wealth Quarterback LLC | 18,927 | $1.07M | 0.50% | +443+2.4% | Added |
| Delta Financial Advisors LLC | 18,954 | $1.07M | 0.40% | −372−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 19,054 | $1.08M | 0.05% | −11,419−37.5% | Reduced |
| United Bank | 19,098 | $1.08M | 0.13% | −200−1.0% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 19,100 | $1.08M | 0.04% | +19,100 | New |
| Marcum Wealth, LLC | 19,103 | $1.08M | 0.09% | +1,964+11.5% | Added |
| Citizens & Northern Corp | 19,120 | $1.08M | 0.30% | +5,026+35.7% | Added |
| Mogy Joel R Investment Counsel Inc | 19,160 | $1.08M | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 19,241 | $1.09M | 0.58% | −804−4.0% | Reduced |
| Aventura Private Wealth, LLC | 19,258 | $1.09M | 0.59% | +19,258 | New |
| Capital City Trust Co | 19,269 | $1.09M | 0.27% | −1,878−8.9% | Reduced |
| Eads & Heald Wealth Management | 19,323 | $1.09M | 0.54% | +505+2.7% | Added |
| Curbstone Financial Management Corp | 19,334 | $1.09M | 0.23% | −130−0.7% | Reduced |
| Dorchester Wealth Management Co | 19,340 | $1.09M | 0.22% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 19,374 | $1.10M | 0.17% | −537−2.7% | Reduced |
| Pflug Koory, LLC | 19,411 | $1.10M | 0.56% | −75−0.4% | Reduced |
| First County Bank | 19,433 | $1.10M | 0.61% | +2,967+18.0% | Added |
| Kovack Advisors, Inc. | 19,548 | $1.11M | 0.11% | +2,306+13.4% | Added |
| Quadcap Wealth Management, LLC | 19,585 | $1.11M | 0.16% | +5,742+41.5% | Added |
| AlphaCentric Advisors LLC | 19,649 | $1.11M | 1.11% | +19,649 | New |
| Centiva Capital, LP | 19,671 | $1.11M | 0.04% | +1,580+8.7% | Added |
| Brighton Jones LLC | 19,728 | $1.12M | 0.03% | +4,935+33.4% | Added |
| Howland Capital Management LLC | 19,732 | $1.12M | 0.05% | +138+0.7% | Added |
| Hartford Financial Management Inc. | 19,737 | $1.12M | 0.23% | −1,531−7.2% | Reduced |
| Neumann Capital Management, LLC | 19,773 | $1.12M | 0.37% | −850−4.1% | Reduced |
| Sky Investment Group LLC | 19,828 | $1.12M | 0.21% | +1,370+7.4% | Added |
| Generali Investments, Management Co LLC | 19,874 | $1.12M | 0.29% | +19,874 | New |
| Live Oak Investment Partners | – | $1.12M | 0.86% | – | – |
| Sunbelt Securities, Inc. | 20,086 | $1.13M | 0.10% | −30−0.1% | Reduced |
| GTS Securities LLC | 19,911 | $1.13M | 0.05% | −152,846−88.5% | Reduced |
| Howard Capital Management Inc. | 19,949 | $1.13M | 0.02% | +6,416+47.4% | Added |
| First American Bank | 19,951 | $1.13M | 0.08% | −12−0.1% | Reduced |
| Rossmore Private Capital | 19,954 | $1.13M | 0.14% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 19,966 | $1.13M | 0.09% | −1,527−7.1% | Reduced |
| Western Wealth Management, LLC | 19,986 | $1.13M | 0.06% | +70.0% | Added |
| Sphera Funds Management Ltd. | 20,000 | $1.13M | 0.21% | +20,000 | New |
| Roman Butler Fullerton & Co | 18,696 | $1.13M | 0.36% | +4,718+33.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,036 | $1.13M | 0.03% | +2,469+14.1% | Added |
| Campbell Wealth Management | 20,066 | $1.14M | 0.10% | +13,753+217.9% | Added |
| Forza Wealth Management, LLC | 20,075 | $1.14M | 0.52% | −548−2.7% | Reduced |
| J.W. Cole Advisors, Inc. | 20,121 | $1.14M | 0.05% | +259+1.3% | Added |
| St Germain D J Co Inc | 20,145 | $1.14M | 0.05% | −2,601−11.4% | Reduced |
| Counterweight Ventures, LLC | 20,203 | $1.14M | 0.81% | −29−0.1% | Reduced |
| Wendell David Associates Inc | 20,201 | $1.14M | 0.11% | +992+5.2% | Added |
| Bell Bank | 20,211 | $1.14M | 0.09% | −8,909−30.6% | Reduced |
| Peoples Financial Services Corp. | 20,226 | $1.14M | 0.53% | −255−1.2% | Reduced |
| United Bank | 20,242 | $1.14M | 0.48% | +2,920+16.9% | Added |
| Palisade Asset Management, LLC | 20,315 | $1.15M | 0.12% | +280+1.4% | Added |
| Silverleafe Capital Partners, LLC | 20,318 | $1.15M | 0.36% | 00.0% | Unchanged |
| First Manhattan Co | 20,330 | $1.15M | 0.00% | +1,340+7.1% | Added |
| Park National Corp | 20,375 | $1.15M | 0.04% | −75−0.4% | Reduced |
| United Advisor Group, LLC | 20,391 | $1.15M | 0.23% | −1,003−4.7% | Reduced |
| Opes Wealth Management LLC | 20,392 | $1.15M | 0.24% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 20,414 | $1.15M | 0.46% | −2,076−9.2% | Reduced |
| Beacon Financial Advisory LLC | 20,469 | $1.16M | 0.38% | −626−3.0% | Reduced |
| Independent Financial Group, LLC | 20,505 | $1.16M | 0.04% | +2,527+14.1% | Added |
| RMB Capital Management, LLC | 20,535 | $1.16M | 0.03% | −358−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,603 | $1.17M | 0.22% | +20,603 | New |
| Qtron Investments LLC | 20,617 | $1.17M | 0.16% | +2,033+10.9% | Added |
| Bank & Trust Co | 20,662 | $1.17M | 0.98% | −728−3.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 20,726 | $1.17M | 0.43% | −2,738−11.7% | Reduced |
| Asset Planning,Inc | 20,734 | $1.17M | 0.89% | +20,734 | New |
| TSP Capital Management Group, LLC | 20,742 | $1.17M | 0.40% | −850−3.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 20,743 | $1.17M | 0.38% | +1,193+6.1% | Added |
| Eisler Capital Management Ltd. | 20,663 | $1.17M | 0.04% | +20,663 | New |
| Cigna Investments Inc | 20,781 | $1.18M | 0.21% | −125−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 20,824 | $1.18M | 0.20% | −23,364−52.9% | Reduced |
| Fiduciary Group LLC | 20,872 | $1.18M | 0.12% | −2,873−12.1% | Reduced |
| SBI Securities Co., Ltd. | 20,957 | $1.19M | 0.04% | +20,957 | New |
| Rahlfs Capital, LLC | 20,961 | $1.19M | 1.17% | +20,961 | New |
| Dominguez Wealth Management Solutions, Inc. | 20,964 | $1.19M | 0.87% | +122+0.6% | Added |
| Cidel Asset Management Inc | 20,980 | $1.19M | 0.08% | +1,133+5.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,020 | $1.19M | 0.00% | −206,953−90.8% | Reduced |
| Equitable Trust Co | 21,090 | $1.19M | 0.07% | −800−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 21,099 | $1.19M | 0.07% | −204−1.0% | Reduced |
| Lederer & Associates Investment Counsel | 21,122 | $1.20M | 0.83% | −1,360−6.0% | Reduced |
| Beaton Management Co. Inc. | 21,124 | $1.20M | 0.61% | +700+3.4% | Added |
| First City Capital Management, Inc. | 21,164 | $1.20M | 0.64% | +219+1.0% | Added |
| Versor Investments LP | 21,208 | $1.20M | 0.21% | −2,592−10.9% | Reduced |