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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 3,222 | $182.2K | 0.01% | +14+0.4% | Added |
| Clean Yield Group | 3,239 | $183.2K | 0.06% | −100−3.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,267 | $184.8K | 0.01% | −1,914−36.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,319 | $187.7K | 0.07% | +125+3.9% | Added |
| Medallion Wealth Advisors, LLC | 3,277 | $190.0K | 0.09% | +3,277 | New |
| WR Wealth Planners, LLC | 3,364 | $190.3K | 0.06% | −282−7.7% | Reduced |
| Y.D. More Investments Ltd | 3,375 | $190.9K | 0.02% | +40+1.2% | Added |
| Glen Eagle Advisors, LLC | 3,429 | $194.0K | 0.03% | −28−0.8% | Reduced |
| Howard Capital Management Group, LLC | 3,455 | $195.4K | 0.01% | +3,455 | New |
| Golden State Wealth Management, LLC | 3,519 | $199.0K | 0.03% | +3,519 | New |
| Osterweis Capital Management Inc | 3,531 | $199.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,538 | $200.1K | 0.16% | +133+3.9% | Added |
| Second Line Capital, LLC | 3,539 | $200.2K | 0.05% | −1,944−35.5% | Reduced |
| Dividend Assets Capital, LLC | 3,546 | $200.6K | 0.04% | −673−16.0% | Reduced |
| Gradient Capital Advisors, LLC | 3,549 | $200.7K | 0.06% | +3,549 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,555 | $201.0K | 0.08% | +3,555 | New |
| Maple Capital Management, Inc. | 3,559 | $201.3K | 0.01% | +3,559 | New |
| Round Rock Advisors, LLC | 3,561 | $201.4K | 0.04% | +3,561 | New |
| Executive Wealth Management, LLC | 3,564 | $201.6K | 0.02% | +3,564 | New |
| Keeley-Teton Advisors, LLC | 3,570 | $201.9K | 0.02% | −1,500−29.6% | Reduced |
| Weaver Consulting Group | 3,570 | $201.9K | 0.06% | +3,570 | New |
| Voya Financial Advisors, Inc. | 3,608 | $202.3K | 0.02% | −444−11.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,584 | $202.7K | 0.06% | +3,584 | New |
| Aristotle Atlantic Partners, LLC | 3,600 | $203.6K | 0.01% | +3,600 | New |
| Amica Retiree Medical Trust | 3,614 | $204.0K | 0.19% | −314−8.0% | Reduced |
| Kolinsky Wealth Management, LLC | 3,609 | $204.1K | 0.12% | +3,609 | New |
| CAP Partners, LLC | 3,616 | $204.5K | 0.14% | +3,616 | New |
| TigerOak Management, L.L.C. | 3,621 | $204.8K | 0.07% | +3,621 | New |
| Novem Group | 3,626 | $205.1K | 0.03% | +3,626 | New |
| GDS Wealth Management | 3,638 | $205.8K | 0.02% | +3,638 | New |
| Wallace Capital Management Inc. | 3,650 | $206.4K | 0.03% | +3,650 | New |
| TriaGen Wealth Management LLC | 3,651 | $206.5K | 0.07% | +3,651 | New |
| Dechtman Wealth Management, LLC | 3,653 | $206.6K | 0.04% | +3,653 | New |
| Monument Capital Management | 3,655 | $206.7K | 0.06% | +3,655 | New |
| Summitry LLC | 3,660 | $207.0K | 0.01% | +3,660 | New |
| Hoxton Planning & Management, LLC | 3,665 | $207.3K | 0.08% | +3,665 | New |
| Priebe Wealth Holdings LLC | 3,677 | $208.0K | 0.14% | +3,677 | New |
| D'Orazio & Associates, Inc. | 3,678 | $208.0K | 0.03% | +3,678 | New |
| Reliant Investment Partners, LLC | 3,681 | $208.2K | 0.18% | +3,681 | New |
| Aspire Growth Partners LLC | 3,684 | $208.4K | 0.20% | +3,684 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,687 | $209.0K | 0.03% | +3,687 | New |
| Kercheville Advisors, LLC | 3,696 | $209.0K | 0.08% | +3,696 | New |
| Dark Forest Capital Management LP | 3,700 | $209.3K | 0.03% | −9,134−71.2% | Reduced |
| Skba Capital Management LLC | 3,700 | $209.3K | 0.03% | +3,700 | New |
| Kooman & Associates | 3,703 | $209.4K | 0.08% | +3,703 | New |
| Merriman Wealth Management, LLC | 3,705 | $209.6K | 0.01% | +3,705 | New |
| Compass Ion Advisors, LLC | 3,713 | $210.0K | 0.02% | +3,713 | New |
| Atlantic Trust, LLC | 3,720 | $210.4K | 0.05% | +12+0.3% | Added |
| Carmel Capital Partners, LLC | 3,748 | $212.0K | 0.09% | +3,748 | New |
| Dearborn Partners LLC | 3,755 | $212.4K | 0.01% | +3,755 | New |
| Towercrest Capital Management | 3,757 | $212.5K | 0.03% | +3,757 | New |
| Isthmus Partners, LLC | 3,767 | $213.1K | 0.03% | +3,767 | New |
| Madison Asset Management, LLC | 3,768 | $213.1K | 0.00% | −300−7.4% | Reduced |
| Madison Investment Advisors, LLC | 3,768 | $213.1K | 0.00% | +3,768 | New |
| Barr E S & Co | 3,780 | $213.8K | 0.01% | +3,780 | New |
| SoundView Advisors Inc. | 3,792 | $214.0K | 0.09% | +3,792 | New |
| L & S Advisors Inc | 3,795 | $214.6K | 0.02% | −668−15.0% | Reduced |
| Focus Financial Network, Inc. | 3,820 | $216.0K | 0.01% | −75−1.9% | Reduced |
| Sandy Cove Advisors, LLC | 3,824 | $216.3K | 0.08% | +3,824 | New |
| Birchcreek Wealth Management, LLC | 3,825 | $216.3K | 0.14% | +3,825 | New |
| New Jersey Better Educational Savings Trust | 3,849 | $217.7K | 0.42% | +3,849 | New |
| Northstar Asset Management LLC | 3,850 | $217.8K | 0.05% | −748−16.3% | Reduced |
| Stockman Wealth Management, Inc. | 3,857 | $218.2K | 0.03% | −318−7.6% | Reduced |
| Finward Bancorp | 3,864 | $218.5K | 0.19% | +3,864 | New |
| Wynn Capital, LLC | 3,875 | $219.2K | 0.14% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 3,881 | $219.5K | 0.14% | −30−0.8% | Reduced |
| Connecticut Wealth Management, LLC | 3,882 | $219.6K | 0.01% | −145−3.6% | Reduced |
| Riverview Trust Co | 3,883 | $219.6K | 0.20% | +511+15.2% | Added |
| Legal Advantage Investments, Inc. | 3,891 | $220.1K | 0.12% | +3,891 | New |
| Linscomb & Williams, Inc. | 3,894 | $220.2K | 0.01% | −787−16.8% | Reduced |
| O'Dell Group, LLC | 3,902 | $220.7K | 0.05% | −1,638−29.6% | Reduced |
| SlateStone Wealth, LLC | 3,915 | $221.0K | 0.02% | −118−2.9% | Reduced |
| Paragon Capital Management Ltd | 3,909 | $221.1K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 3,910 | $221.1K | 0.02% | +3,910 | New |
| Schrum Private Wealth Management LLC | 3,910 | $221.2K | 0.19% | −2,390−37.9% | Reduced |
| Eagle Wealth Strategies LLC | 3,912 | $221.3K | 0.16% | 00.0% | Unchanged |
| Atlas Wealth LLC | 3,915 | $221.4K | 0.08% | +3,915 | New |
| Bullock Wealth Management Group | 3,920 | $221.7K | 0.13% | +10+0.3% | Added |
| Lloyd Advisory Services, LLC. | 3,924 | $221.9K | 0.11% | −741−15.9% | Reduced |
| Northwest Bancshares, Inc. | 3,925 | $222.0K | 0.04% | −450−10.3% | Reduced |
| PYA Waltman Capital, LLC | 3,925 | $222.0K | 0.07% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 3,925 | $222.0K | 0.14% | +3,925 | New |
| S.A. Mason LLC | 3,928 | $222.2K | 0.12% | −158−3.9% | Reduced |
| SignalPoint Asset Management, LLC | 3,941 | $222.9K | 0.05% | +10.0% | Added |
| Certified Advisory Corp | 3,946 | $223.2K | 0.02% | −13−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 3,952 | $223.5K | 0.01% | +3,952 | New |
| Carson Advisory Inc. | 3,953 | $223.6K | 0.16% | −400−9.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,961 | $224.1K | 0.01% | +170+4.5% | Added |
| Morris Retirement Advisors, LLC | 3,964 | $224.2K | 0.12% | −621−13.5% | Reduced |
| Parkside Advisors LLC | 3,968 | $224.4K | 0.05% | −1,818−31.4% | Reduced |
| Basepoint Wealth LLC | 3,968 | $224.5K | 0.18% | +3,968 | New |
| Catalina Capital Group, LLC | 3,970 | $224.6K | 0.07% | +3,970 | New |
| Motco | 3,974 | $224.8K | 0.02% | −2,800−41.3% | Reduced |
| Magnolia Capital Advisors LLC | 3,974 | $224.8K | 0.06% | +3,974 | New |
| Addison Advisors LLC | 3,977 | $224.9K | 0.06% | −633−13.7% | Reduced |
| Financial Advisors, LLC | 3,979 | $225.0K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,996 | $226.0K | 0.11% | −164−3.9% | Reduced |
| Capital Management Associates, Inc | 4,000 | $226.2K | 0.08% | +4,000 | New |
| Autumn Glory Partners, LLC | 4,001 | $226.3K | 0.11% | −68−1.7% | Reduced |
| Prentice Wealth Management LLC | 4,007 | $226.6K | 0.07% | +22+0.6% | Added |