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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 21,210 | $1.20M | 0.31% | −1,493−6.6% | Reduced |
| Kimelman & Baird, LLC | 21,347 | $1.21M | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 21,454 | $1.21M | 0.14% | +21,454 | New |
| KCM Investment Advisors LLC | 21,476 | $1.21M | 0.04% | −622−2.8% | Reduced |
| Oxler Private Wealth LLC | 21,590 | $1.22M | 0.40% | −536−2.4% | Reduced |
| NCM Capital Management, LLC | 21,626 | $1.22M | 0.55% | +238+1.1% | Added |
| DT Investment Partners, LLC | 21,642 | $1.22M | 0.10% | +811+3.9% | Added |
| Keebeck Wealth Management, LLC | 21,671 | $1.23M | 0.18% | +388+1.8% | Added |
| ARS Investment Partners, LLC | 21,685 | $1.23M | 0.11% | +500+2.4% | Added |
| Chapin Davis, Inc. | 23,737 | $1.23M | 0.40% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21,937 | $1.23M | 0.13% | +7,629+53.3% | Added |
| Webster Bank, N. A. | 21,754 | $1.23M | 0.13% | −183−0.8% | Reduced |
| Claro Advisors LLC | 21,767 | $1.23M | 0.17% | −2,971−12.0% | Reduced |
| Chatham Capital Group, Inc. | 21,795 | $1.23M | 0.20% | +200+0.9% | Added |
| Manske Wealth Management | 21,886 | $1.24M | 0.49% | +21,886 | New |
| Stonebridge Capital Management Inc | 21,915 | $1.24M | 0.51% | −175−0.8% | Reduced |
| Fairvoy Private Wealth, LLC | 21,925 | $1.24M | 0.33% | +21,925 | New |
| Symphony Financial, Ltd. Co. | 21,843 | $1.24M | 0.20% | +4,041+22.7% | Added |
| King Luther Capital Management Corp | 22,055 | $1.25M | 0.01% | −1,302−5.6% | Reduced |
| Stratos Wealth Advisors, LLC | 22,198 | $1.26M | 0.06% | −1,936−8.0% | Reduced |
| Chicago Trust Co NA | 22,204 | $1.26M | 0.22% | +3,270+17.3% | Added |
| Private Portfolio Partners LLC | 22,403 | $1.27M | 0.23% | −129−0.6% | Reduced |
| Schulhoff & Co Inc | 22,414 | $1.27M | 0.56% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 22,444 | $1.27M | 0.46% | −96−0.4% | Reduced |
| Farther Finance Advisors, LLC | 22,540 | $1.27M | 0.05% | −19,032−45.8% | Reduced |
| Exchange Traded Concepts, LLC | 22,583 | $1.28M | 0.03% | −3,885−14.7% | Reduced |
| Ti-Trust, Inc | 22,637 | $1.28M | 0.86% | 00.0% | Unchanged |
| Pingora Partners LLC | 22,810 | $1.29M | 0.85% | +576+2.6% | Added |
| Integrated Investment Consultants, LLC | 22,873 | $1.29M | 0.27% | −315,245−93.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 22,900 | $1.30M | 0.32% | +15,700+218.1% | Added |
| Nicolet Bankshares Inc | 23,045 | $1.30M | 0.31% | −442−1.9% | Reduced |
| AXS Investments LLC | 23,273 | $1.32M | 0.37% | +23,273 | New |
| Lifeworks Advisors, LLC | 23,369 | $1.32M | 0.24% | −86,714−78.8% | Reduced |
| Fieldview Capital Management, LLC | 23,445 | $1.33M | 0.20% | +23,445 | New |
| BLB&B Advisors, LLC | 23,539 | $1.33M | 0.07% | −2,294−8.9% | Reduced |
| Ledyard National Bank | 23,670 | $1.34M | 0.13% | −1,548−6.1% | Reduced |
| Ted Buchan & Co | 23,697 | $1.34M | 0.63% | +1,440+6.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,698 | $1.34M | 0.06% | −12,114−33.8% | Reduced |
| Ronald Blue Trust, Inc. | 23,741 | $1.34M | 0.02% | −1,760−6.9% | Reduced |
| AIA Group Ltd | 23,744 | $1.34M | 0.03% | +925+4.1% | Added |
| Transamerica Financial Advisors, Inc. | 23,824 | $1.35M | 0.13% | −2,564−9.7% | Reduced |
| Level Four Advisory Services, LLC | 23,843 | $1.35M | 0.06% | −879−3.6% | Reduced |
| Cobblestone Asset Management LLC | 23,866 | $1.35M | 0.88% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 23,900 | $1.35M | 0.39% | −29,730−55.4% | Reduced |
| Mystic Asset Management, Inc. | 23,958 | $1.36M | 0.36% | +9,206+62.4% | Added |
| Poplar Forest Capital LLC | 23,989 | $1.36M | 0.25% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 24,059 | $1.36M | 0.55% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 24,101 | $1.36M | 0.14% | +2,927+13.8% | Added |
| Trilogy Capital Inc. | 24,110 | $1.36M | 0.07% | −42,012−63.5% | Reduced |
| Clear Harbor Asset Management, LLC | 24,180 | $1.37M | 0.11% | −1,506−5.9% | Reduced |
| Platform Technology Partners | 24,190 | $1.37M | 0.41% | +67+0.3% | Added |
| Jackson Square Capital, LLC | 24,206 | $1.37M | 0.33% | +24,206 | New |
| MTM Investment Management, LLC | 24,236 | $1.37M | 0.53% | −1,023−4.1% | Reduced |
| Auxier Asset Management | 24,347 | $1.38M | 0.21% | −150−0.6% | Reduced |
| Unified Investment Management | 24,385 | $1.38M | 1.57% | +24,385 | New |
| Joel Isaacson & Co., LLC | 24,393 | $1.38M | 0.06% | −2,571−9.5% | Reduced |
| Monarch Capital Management Inc | 24,408 | $1.38M | 0.38% | −50−0.2% | Reduced |
| Chilton Capital Management LLC | 24,482 | $1.38M | 0.06% | −3,400−12.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 24,505 | $1.39M | 0.03% | +1,283+5.5% | Added |
| Trust Asset Management LLC | 24,521 | $1.39M | 0.11% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 24,549 | $1.39M | 0.26% | +466+1.9% | Added |
| Archer Investment Corp | 24,671 | $1.40M | 0.37% | −642−2.5% | Reduced |
| CFS Investment Advisory Services, LLC | 24,691 | $1.40M | 0.13% | −3,479−12.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.41M | 0.42% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 25,001 | $1.41M | 0.23% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.41M | 0.41% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 25,107 | $1.42M | 0.23% | −1,901−7.0% | Reduced |
| Humankind Investments LLC | 25,151 | $1.42M | 0.36% | −2,297−8.4% | Reduced |
| Boston Family Office LLC | 25,179 | $1.42M | 0.10% | +1,000+4.1% | Added |
| Westwood Holdings Group Inc. | 25,191 | $1.42M | 0.01% | +20,124+397.2% | Added |
| Beese Fulmer Investment Management, Inc. | 25,209 | $1.43M | 0.12% | +18+0.1% | Added |
| Orion Investment Co | 25,220 | $1.43M | 0.57% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 25,248 | $1.43M | 0.52% | +501+2.0% | Added |
| BKD Wealth Advisors, LLC | 25,334 | $1.43M | 0.03% | −977−3.7% | Reduced |
| Abn Amro Investment Solutions | 25,338 | $1.43M | 0.03% | −6,603−20.7% | Reduced |
| Trust Co of Virginia | 25,439 | $1.44M | 0.13% | −975−3.7% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 25,500 | $1.44M | 1.01% | +500+2.0% | Added |
| Citizens National Bank Trust Department | 25,715 | $1.45M | 0.31% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 25,677 | $1.46M | 0.50% | +6,003+30.5% | Added |
| Cornerstone Wealth Management, LLC | 25,874 | $1.46M | 0.10% | +4,496+21.0% | Added |
| Institute for Wealth Management, LLC. | 25,890 | $1.46M | 0.18% | −7,082−21.5% | Reduced |
| Perpetual Ltd | 25,912 | $1.47M | 0.02% | +1,703+7.0% | Added |
| Savvy Advisors, Inc. | 25,930 | $1.47M | 0.18% | +21,107+437.6% | Added |
| Prelude Capital Management, LLC | 25,972 | $1.47M | 0.12% | −19,823−43.3% | Reduced |
| Lantern Wealth Advisors, LLC | 26,032 | $1.47M | 0.96% | +11,352+77.3% | Added |
| New England Research & Management, Inc. | 26,089 | $1.48M | 0.75% | −27,749−51.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 26,103 | $1.48M | 0.19% | −509−1.9% | Reduced |
| Adirondack Trust Co | 26,148 | $1.48M | 0.56% | −779−2.9% | Reduced |
| RTD Financial Advisors, Inc. | 26,152 | $1.48M | 0.19% | −8,737−25.0% | Reduced |
| Oarsman Capital, Inc. | 26,157 | $1.48M | 0.26% | +281+1.1% | Added |
| Mairs & Power Inc | 26,162 | $1.48M | 0.01% | +180+0.7% | Added |
| Koshinski Asset Management, Inc. | 26,262 | $1.49M | 0.13% | −306−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 26,262 | $1.49M | 0.00% | −1,574−5.7% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.49M | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 26,437 | $1.50M | 0.05% | +26,437 | New |
| NewEdge Wealth, LLC | 26,443 | $1.50M | 0.03% | +5,073+23.7% | Added |
| Philadelphia Trust Co | 26,450 | $1.50M | 0.11% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 26,505 | $1.50M | 0.14% | +1,719+6.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 26,501 | $1.50M | 1.44% | +6,921+35.3% | Added |
| Wolf Group Capital Advisors | 23,467 | $1.50M | 0.73% | 00.0% | Unchanged |