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; 2,530 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
- 2,495
- +265 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
- 376
- 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| YANKCOM Partnership | 327 | $18.5K | 0.01% | +327 | New |
| IAG Wealth Partners, LLC | 335 | $18.9K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 344 | $19.1K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 340 | $19.2K | 0.01% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 350 | $19.8K | 0.01% | +350 | New |
| CBIZ Investment Advisory Services, LLC | 350 | $19.8K | 0.00% | +310+775.0% | Added |
| South Plains Financial, Inc. | 366 | $20.7K | 0.02% | +366 | New |
| Navigoe, LLC | 400 | $22.0K | 0.02% | +400 | New |
| Ball & Co Wealth Management Inc. | 389 | $22.0K | 0.02% | +389 | New |
| Affinity Wealth LLC | 390 | $22.1K | 0.02% | +390 | New |
| Arlington Trust Co LLC | 391 | $22.1K | 0.00% | +117+42.7% | Added |
| Dunhill Financial, LLC | 391 | $22.1K | 0.01% | −273−41.1% | Reduced |
| Financial Freedom, LLC | 394 | $22.3K | 0.01% | +3+0.8% | Added |
| Kessler Investment Group, LLC | 400 | $22.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 402 | $22.7K | 0.00% | +18+4.7% | Added |
| Cape Investment Advisory, Inc. | 413 | $23.4K | 0.01% | +38+10.1% | Added |
| SWAN Capital LLC | 414 | $23.4K | 0.01% | −256−38.2% | Reduced |
| Burkett Financial Services, LLC | 416 | $23.5K | 0.01% | +4+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 424 | $24.0K | 0.02% | +424 | New |
| Painted Porch Advisors LLC | 432 | $24.4K | 0.01% | +394+1,036.8% | Added |
| West Paces Advisors Inc. | 434 | $24.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 450 | $25.5K | 0.01% | −2,350−83.9% | Reduced |
| Pinney & Scofield, Inc. | 450 | $25.5K | 0.02% | +450 | New |
| RE Dickinson Investment Advisors, LLC | 452 | $25.6K | 0.01% | +102+29.1% | Added |
| Godsey & Gibb Associates | 455 | $25.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 459 | $26.0K | 0.02% | +459 | New |
| Keener Financial Planning LLC | 468 | $26.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 492 | $27.8K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 484 | $27.9K | 0.01% | +484 | New |
| Clear Investment Research, LLC | 500 | $28.3K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 500 | $28.3K | 0.01% | +500 | New |
| Evelyn Partners Investment Management Services Ltd | 500 | $28.3K | 0.00% | +500 | New |
| DecisionPoint Financial, LLC | 505 | $28.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 510 | $28.8K | 0.01% | −201−28.3% | Reduced |
| Abound Wealth Management | 510 | $28.8K | 0.01% | +115+29.1% | Added |
| Bell Investment Advisors, Inc | 512 | $29.0K | 0.01% | −22−4.1% | Reduced |
| Hall Laurie J Trustee | 510 | $29.0K | 0.01% | −100−16.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 514 | $29.1K | 0.01% | −200−28.0% | Reduced |
| Avalon Trust Co | 521 | $29.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 525 | $29.7K | 0.01% | −107−16.9% | Reduced |
| North Ridge Wealth Advisors, Inc. | 530 | $30.0K | 0.02% | +530 | New |
| Guardian Wealth Management, Inc. | 538 | $30.4K | 0.02% | +5+0.9% | Added |
| Meeder Asset Management Inc | 541 | $30.6K | 0.00% | −31,131−98.3% | Reduced |
| LGT Financial Advisors LLC | 552 | $31.2K | 0.07% | +6+1.1% | Added |
| Robbins Farley LLC | 560 | $31.7K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 563 | $31.8K | 0.01% | +5+0.9% | Added |
| Accordant Advisory Group Inc | 580 | $32.8K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 582 | $32.9K | 0.01% | −2−0.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 608 | $34.4K | 0.03% | +608 | New |
| Wolff Wiese Magana LLC | 610 | $34.5K | 0.02% | −250−29.1% | Reduced |
| TD Capital Management LLC | 617 | $34.9K | 0.00% | −2,030−76.7% | Reduced |
| Provenance Wealth Advisors, LLC | 632 | $35.7K | 0.00% | −395−38.5% | Reduced |
| Mascoma Wealth Management LLC | 638 | $36.1K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 652 | $36.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 654 | $37.0K | 0.01% | −200−23.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 666 | $37.7K | 0.01% | −45−6.3% | Reduced |
| Westend Capital Management, LLC | 668 | $37.8K | 0.01% | +668 | New |
| Wood Tarver Financial Group, LLC | 684 | $38.0K | 0.01% | +684 | New |
| ZRC Wealth Management, LLC | 679 | $38.4K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 681 | $38.5K | 0.01% | −1,936−74.0% | Reduced |
| Tacita Capital Inc | 681 | $38.5K | 0.03% | +681 | New |
| Frazier Financial Advisors, LLC | 694 | $38.9K | 0.03% | +332+91.7% | Added |
| Mattson Financial Services, LLC | 752 | $38.9K | 0.01% | +730+3,318.2% | Added |
| Core Alternative Capital | 700 | $39.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $39.6K | 0.01% | +200+40.0% | Added |
| Silicon Valley Capital Partners | 706 | $39.9K | 0.00% | +706 | New |
| Main Street Group, LTD | 707 | $40.0K | 0.01% | −114−13.9% | Reduced |
| R Squared Ltd | 710 | $40.2K | 0.04% | +710 | New |
| Sierra Ocean, LLC | 739 | $41.8K | 0.03% | +739 | New |
| Creative Financial Designs Inc | 749 | $42.4K | 0.00% | +51+7.3% | Added |
| Crowley Wealth Management, Inc. | 755 | $42.7K | 0.04% | +755 | New |
| Insight Financial Services | 767 | $43.4K | 0.03% | +600+359.3% | Added |
| Itau Unibanco Holding S.A. | 772 | $43.7K | 0.00% | −310−28.7% | Reduced |
| WPG Advisers, LLC | 775 | $43.8K | 0.04% | +775 | New |
| Ofi Invest Asset Management | 823 | $45.0K | 0.00% | +823 | New |
| PrairieView Partners, LLC | 800 | $45.0K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 804 | $45.5K | 0.04% | +804 | New |
| Fairman Group, LLC | 819 | $46.3K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 842 | $47.2K | 0.03% | +842 | New |
| Cornerstone Planning Group LLC | 787 | $47.7K | 0.01% | +132+20.2% | Added |
| Fourth Dimension Wealth, LLC | 846 | $47.9K | 0.02% | +846 | New |
| CKW Financial Group | 850 | $48.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 861 | $48.7K | 0.03% | +265+44.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 867 | $49.0K | 0.03% | +867 | New |
| Friedenthal Financial | 879 | $49.7K | 0.03% | +879 | New |
| Heritage Wealth Advisors | 900 | $50.9K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 900 | $50.9K | 0.02% | +900 | New |
| Strategic Investment Solutions, Inc. | 929 | $51.1K | 0.02% | −259−21.8% | Reduced |
| Chesapeake Asset Management LLC | 932 | $52.7K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 933 | $52.8K | 0.01% | +933 | New |
| ORG Partners LLC | 935 | $53.0K | 0.01% | −46−4.7% | Reduced |
| Private Wealth Management Group, LLC | 952 | $53.8K | 0.02% | −100−9.5% | Reduced |
| Peterson Wealth Services | 979 | $55.4K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 995 | $56.0K | 0.01% | +300+43.2% | Added |
| Vermillion Wealth Management, Inc. | 991 | $56.1K | 0.03% | +991 | New |
| Cornerstone National Bank & Trust Co | 1,000 | $56.6K | 0.03% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,000 | $56.6K | 0.06% | +1,000 | New |