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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 1,000 | $56.6K | 0.05% | +1,000 | New |
| Newbridge Financial Services Group, Inc. | 1,003 | $56.7K | 0.01% | +1,003 | New |
| Atticus Wealth Management, LLC | 1,006 | $56.9K | 0.02% | +1+0.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,013 | $57.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,030 | $58.3K | 0.02% | +800+347.8% | Added |
| SJS Investment Consulting Inc. | 1,052 | $59.5K | 0.01% | +47+4.7% | Added |
| Roxbury Financial LLC | 1,010 | $59.8K | 0.06% | +1,010 | New |
| Financial Perspectives, Inc | 1,066 | $60.3K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,100 | $62.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,101 | $62.3K | 0.01% | +40+3.8% | Added |
| Essex Investment Management Co LLC | 1,120 | $63.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,134 | $64.1K | 0.01% | −1,089−49.0% | Reduced |
| HighMark Wealth Management LLC | 1,146 | $64.8K | 0.04% | +25+2.2% | Added |
| Rakuten Securities, Inc. | 1,166 | $65.9K | 0.03% | +481+70.2% | Added |
| MB, Levis & Associates, LLC | 1,178 | $66.6K | 0.03% | +8+0.7% | Added |
| GW&K Investment Management, LLC | 1,178 | $67.0K | 0.00% | +111+10.4% | Added |
| Founders Capital Management | 1,200 | $67.9K | 0.04% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,200 | $67.9K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 1,207 | $68.3K | 0.01% | +1,207 | New |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $68.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $68.9K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,249 | $70.6K | 0.05% | +75+6.4% | Added |
| Future Financial Wealth Managment LLC | 1,250 | $70.7K | 0.05% | −125−9.1% | Reduced |
| Tradewinds Capital Management, LLC | 1,266 | $71.6K | 0.02% | +12+1.0% | Added |
| Evergreen Private Wealth LLC | 1,268 | $71.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,275 | $72.1K | 0.01% | +3+0.2% | Added |
| True Wealth Design, LLC | 1,318 | $74.5K | 0.03% | +58+4.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $78.1K | 0.04% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,385 | $78.3K | 0.03% | +1,385 | New |
| AllSquare Wealth Management LLC | 1,400 | $79.2K | 0.05% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,415 | $80.0K | 0.01% | −428−23.2% | Reduced |
| Battery Global Advisors, LLC | 1,436 | $81.2K | 0.04% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,443 | $81.6K | 0.05% | +1,443 | New |
| McIlrath & Eck, LLC | 1,463 | $82.7K | 0.01% | −34−2.3% | Reduced |
| Rialto Wealth Management, LLC | 1,486 | $84.0K | 0.03% | +1,486 | New |
| West Oak Capital, LLC | 1,490 | $84.3K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,500 | $84.8K | 0.06% | +1,500 | New |
| 10Elms LLP | 1,514 | $85.6K | 0.09% | +1,514 | New |
| Ramirez Asset Management, Inc. | 1,516 | $85.7K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,536 | $86.0K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,560 | $87.4K | 0.01% | +475+43.8% | Added |
| Orion Capital Management LLC | 1,550 | $87.7K | 0.04% | +1,550 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,556 | $88.1K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,612 | $91.2K | 0.02% | +1,612 | New |
| Center for Financial Planning, Inc. | 1,613 | $91.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,655 | $93.6K | 0.01% | +1,228+287.6% | Added |
| McClarren Financial Advisors, Inc. | 1,674 | $94.0K | 0.26% | +1,674 | New |
| Rosenberg Matthew Hamilton | 1,705 | $96.4K | 0.03% | +694+68.6% | Added |
| Continuum Advisory, LLC | 1,733 | $98.0K | 0.01% | +227+15.1% | Added |
| First Command Advisory Services, Inc. | 1,742 | $98.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,794 | $101.0K | 0.03% | +24+1.4% | Added |
| Sachetta, LLC | 1,795 | $101.6K | 0.04% | −178−9.0% | Reduced |
| Global Trust Asset Management, LLC | 1,801 | $101.9K | 0.04% | +600+50.0% | Added |
| Carolinas Wealth Consulting LLC | 1,813 | $102.5K | 0.02% | −132−6.8% | Reduced |
| FSA Wealth Management LLC | 1,815 | $102.7K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,849 | $104.6K | 0.00% | −720−28.0% | Reduced |
| Albion Financial Group | 1,849 | $104.6K | 0.01% | +649+54.1% | Added |
| Tanglewood Legacy Advisors, LLC | 1,868 | $105.7K | 0.05% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 1,880 | $106.3K | 0.07% | −88−4.5% | Reduced |
| S&T Bank | 1,887 | $106.7K | 0.03% | +1,887 | New |
| American National Bank | 1,900 | $107.5K | 0.01% | +300+18.8% | Added |
| Cranbrook Wealth Management, LLC | 1,911 | $108.1K | 0.03% | +2+0.1% | Added |
| Peoples Bank | 1,983 | $112.2K | 0.08% | 00.0% | Unchanged |
| Banque Transatlantique SA | 1,970 | $112.9K | 0.00% | +1,970 | New |
| Rise Advisors, LLC | 2,025 | $114.5K | 0.06% | −135−6.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,030 | $114.8K | 0.04% | +110+5.7% | Added |
| Centricity Wealth Management, LLC | 2,041 | $115.4K | 0.11% | +2,041 | New |
| Tidemark, LLC | 2,063 | $116.7K | 0.04% | −332−13.9% | Reduced |
| Coston, McIsaac & Partners | 2,074 | $117.0K | 0.03% | +233+12.7% | Added |
| Horizon Bancorp Inc | 2,175 | $123.0K | 0.06% | +12+0.6% | Added |
| Princeton Global Asset Management LLC | 2,186 | $123.6K | 0.02% | −346−13.7% | Reduced |
| Compass Wealth Management LLC | 2,198 | $124.3K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,200 | $124.4K | 0.04% | −100−4.3% | Reduced |
| Blume Capital Management, Inc. | 2,204 | $124.7K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,230 | $126.1K | 0.05% | −31−1.4% | Reduced |
| Financial Network Wealth Advisors LLC | 2,233 | $126.3K | 0.23% | +879+64.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,308 | $130.5K | 0.04% | +80+3.6% | Added |
| American Capital Advisory, LLC | 2,333 | $132.0K | 0.07% | −65−2.7% | Reduced |
| Quent Capital, LLC | 2,414 | $136.6K | 0.01% | +56+2.4% | Added |
| Fairscale Capital, LLC | 2,422 | $137.0K | 0.12% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,430 | $137.0K | 0.12% | −1,504−38.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,449 | $138.5K | 0.02% | +2,449 | New |
| Advantage Trust Co | 2,475 | $140.0K | 0.08% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 2,582 | $146.0K | 0.14% | +2,582 | New |
| Anderson Financial Strategies, LLC | 2,600 | $147.1K | 0.09% | +2,600 | New |
| Global Financial Private Client, LLC | 2,634 | $149.0K | 0.06% | +44+1.7% | Added |
| Capital Advisors, Ltd. LLC | 2,659 | $150.0K | 0.02% | +208+8.5% | Added |
| TFC Financial Management | 2,678 | $151.5K | 0.02% | +25+0.9% | Added |
| Creative Capital Management Investments LLC | 2,688 | $152.0K | 0.06% | +100+3.9% | Added |
| Tower View Investment Management & Research LLC | 2,724 | $154.1K | 0.08% | +24+0.9% | Added |
| Sugarloaf Wealth Management, LLC | 2,737 | $154.8K | 0.03% | +80+3.0% | Added |
| Pacific Center for Financial Services | 2,757 | $155.9K | 0.04% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 2,861 | $161.8K | 0.15% | +2,861 | New |
| West Branch Capital LLC | 2,863 | $161.9K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,866 | $162.1K | 0.02% | +514+21.9% | Added |
| Beacon Capital Management, LLC | 2,884 | $163.1K | 0.02% | −18−0.6% | Reduced |
| MV Capital Management, Inc. | 3,155 | $178.4K | 0.02% | +456+16.9% | Added |
| Pinnacle Bancorp, Inc. | 3,176 | $179.6K | 0.06% | +600+23.3% | Added |
| Stance Capital LLC | 3,200 | $181.0K | 0.11% | +3,200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,200 | $181.0K | 0.07% | 00.0% | Unchanged |