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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 4,008 | $226.7K | 0.04% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 4,009 | $226.7K | 0.21% | +4,009 | New |
| Arthur M. Cohen & Associates, LLC | 4,010 | $226.8K | 0.04% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 4,015 | $227.1K | 0.05% | +4,015 | New |
| Redmond Asset Management, LLC | 4,030 | $227.9K | 0.06% | +4,030 | New |
| Tiemann Investment Advisors, LLC | 4,031 | $228.0K | 0.10% | −40−1.0% | Reduced |
| Bogart Wealth, LLC | 4,040 | $228.5K | 0.01% | +508+14.4% | Added |
| Tradition Wealth Management, LLC | 4,044 | $228.7K | 0.02% | −1,016−20.1% | Reduced |
| Exeter Financial, LLC | 4,046 | $228.8K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group | 4,048 | $228.9K | 0.02% | +4,048 | New |
| GK Wealth Management LLC | 4,054 | $229.3K | 0.29% | +4,054 | New |
| Luts & Greenleigh Group, Inc | 4,057 | $229.4K | 0.23% | +115+2.9% | Added |
| Wimmer Associates 1, LLC | 4,065 | $229.9K | 0.11% | −115−2.8% | Reduced |
| Main Street Financial Solutions, LLC | 4,081 | $230.8K | 0.02% | −4,923−54.7% | Reduced |
| First PREMIER Bank | 4,079 | $231.0K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,091 | $231.5K | 0.01% | −160,244−97.5% | Reduced |
| EHP Funds Inc. | 4,100 | $231.9K | 0.24% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,100 | $231.9K | 0.02% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,105 | $232.0K | 0.07% | −7−0.2% | Reduced |
| West Coast Financial LLC | 4,108 | $232.4K | 0.03% | +37+0.9% | Added |
| ASB Consultores, LLC | 4,110 | $232.5K | 0.10% | +4,110 | New |
| Quantum Private Wealth, LLC | 4,124 | $233.3K | 0.07% | 00.0% | Unchanged |
| Anchor Pointe Wealth Management, LLC | 4,166 | $233.5K | 0.30% | +4,166 | New |
| Pines Wealth Management, LLC | 4,214 | $235.3K | 0.10% | +4,214 | New |
| Pine Haven Investment Counsel, Inc | 4,161 | $235.3K | 0.19% | −200−4.6% | Reduced |
| SkyOak Wealth, LLC | 4,171 | $235.9K | 0.05% | +4,171 | New |
| First National Bank of Mount Dora, Trust Investment Services | 4,173 | $236.0K | 0.06% | +4,173 | New |
| Westover Capital Advisors, LLC | 4,182 | $236.5K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,190 | $237.0K | 0.02% | 00.0% | Unchanged |
| Jacobs & Co | 4,205 | $237.0K | 0.02% | −264−5.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,199 | $237.5K | 0.14% | +4,199 | New |
| Hourglass Capital, LLC | 4,213 | $238.3K | 0.07% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,225 | $239.0K | 0.02% | −105−2.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,291 | $239.2K | 0.06% | +4,291 | New |
| Insight Advisors, LLC | 4,271 | $239.4K | 0.04% | +80+1.9% | Added |
| Buffington Mohr McNeal | 4,234 | $239.5K | 0.04% | +4,234 | New |
| Proficio Capital Partners LLC | 4,249 | $240.3K | 0.02% | +4,249 | New |
| E&G Advisors, LP | 4,251 | $241.0K | 0.07% | −1,200−22.0% | Reduced |
| Sage Rhino Capital LLC | 4,278 | $242.0K | 0.05% | +56+1.3% | Added |
| Sivia Capital Partners, LLC | 4,292 | $242.8K | 0.12% | +410+10.6% | Added |
| Beacon Financial Group | 4,297 | $243.0K | 0.03% | −722−14.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,297 | $243.0K | 0.02% | −172−3.8% | Reduced |
| Hummer Financial Advisory Services Inc | 4,300 | $243.2K | 0.19% | 00.0% | Unchanged |
| Hutchinson Capital Management | 4,319 | $244.3K | 0.05% | +21+0.5% | Added |
| Enterprise Bank & Trust Co | 4,321 | $244.4K | 0.08% | +217+5.3% | Added |
| ETF Store, Inc. | 4,326 | $244.7K | 0.30% | +39+0.9% | Added |
| Baron Wealth Management LLC | 4,329 | $244.8K | 0.12% | +268+6.6% | Added |
| Crescent Grove Advisors, LLC | 4,349 | $246.0K | 0.02% | +459+11.8% | Added |
| CFO4Life Group, LLC | 4,350 | $246.0K | 0.04% | −38−0.9% | Reduced |
| Synergy Financial Management, LLC | 4,335 | $246.2K | 0.02% | +4,335 | New |
| White Knight Strategic Wealth Advisors, LLC | 4,376 | $247.5K | 0.10% | −2,572−37.0% | Reduced |
| Financial Security Advisor, Inc. | 4,378 | $247.6K | 0.06% | +107+2.5% | Added |
| Argentarii, LLC | 4,394 | $248.5K | 0.12% | +4,394 | New |
| Lakeside Advisors, INC. | 4,394 | $248.5K | 0.16% | +302+7.4% | Added |
| Harvey Investment Co LLC | 4,405 | $249.0K | 0.03% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 4,416 | $249.7K | 0.10% | +150+3.5% | Added |
| Hantz Financial Services, Inc. | 4,420 | $250.0K | 0.00% | +71+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 4,437 | $251.0K | 0.16% | −41,798−90.4% | Reduced |
| Lathrop Investment Management Corp | 4,430 | $251.0K | 0.05% | −100−2.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,441 | $251.2K | 0.12% | −570−11.4% | Reduced |
| WBH Advisory Inc | 4,470 | $252.8K | 0.02% | −154−3.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,477 | $253.0K | 0.09% | −400−8.2% | Reduced |
| Fiduciary Alliance LLC | 4,475 | $253.1K | 0.03% | +4,475 | New |
| Colonial Trust Advisors | 4,479 | $253.3K | 0.02% | −1,015−18.5% | Reduced |
| Stanley-Laman Group, Ltd. | 4,500 | $254.5K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,500 | $254.5K | 0.11% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,506 | $254.8K | 0.04% | −303−6.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 4,511 | $255.1K | 0.03% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,512 | $255.2K | 0.17% | +4,512 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,514 | $255.3K | 0.04% | +349+8.4% | Added |
| Auxano Advisors, LLC | 4,515 | $255.4K | 0.06% | +117+2.7% | Added |
| Sonora Investment Management Group, LLC | 4,515 | $255.4K | 0.02% | −1,245−21.6% | Reduced |
| Delta Investment Management, LLC | 4,528 | $256.1K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4,530 | $256.2K | 0.03% | +39+0.9% | Added |
| Valmark Advisers, Inc. | 4,535 | $256.5K | 0.00% | +312+7.4% | Added |
| Lavaca Capital LLC | 4,545 | $257.1K | 0.11% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,546 | $257.1K | 0.16% | −552−10.8% | Reduced |
| Lodestar Private Asset Management LLC | 4,548 | $257.2K | 0.03% | +4,548 | New |
| PSI Advisors, LLC | 4,550 | $257.3K | 0.08% | −1,400−23.5% | Reduced |
| Waycross Partners, LLC | 4,557 | $257.7K | 0.03% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 4,570 | $258.5K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 4,571 | $258.5K | 0.06% | +4,571 | New |
| PFG Advisors | 4,572 | $258.6K | 0.02% | −350−7.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,581 | $259.1K | 0.16% | +402+9.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,600 | $260.2K | 0.15% | −300−6.1% | Reduced |
| Kidder Stephen W | 4,600 | $260.2K | 0.08% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4,614 | $261.0K | 0.04% | −790−14.6% | Reduced |
| Moment Partners, LLC | 4,633 | $262.0K | 0.05% | +4,633 | New |
| Carr Financial Group Corp | 4,643 | $262.6K | 0.08% | +361+8.4% | Added |
| Sharp Financial Services, LLC | 4,650 | $263.0K | 0.20% | −1,100−19.1% | Reduced |
| MBL Wealth, LLC | 4,674 | $264.4K | 0.03% | +4,674 | New |
| Accel Wealth Management | 4,674 | $264.4K | 0.10% | +271+6.2% | Added |
| Transcendent Capital Group LLC | 4,678 | $264.6K | 0.14% | +4,486+2,336.5% | Added |
| SOA Wealth Advisors, LLC. | 4,683 | $264.9K | 0.05% | +31+0.7% | Added |
| Authentikos Wealth Advisory, LLC | 4,700 | $265.8K | 0.26% | +4,700 | New |
| Boltwood Capital Management | 4,705 | $266.1K | 0.08% | +760+19.3% | Added |
| Fiduciary Financial Group, LLC | 4,772 | $266.4K | 0.06% | −295−5.8% | Reduced |
| Cable Hill Partners, LLC | 4,715 | $266.7K | 0.03% | −1,000−17.5% | Reduced |
| Guerra Pan Advisors, LLC | 4,724 | $267.2K | 0.19% | +4,724 | New |
| Baader Bank INC | 4,733 | $267.7K | 0.02% | −1,738−26.9% | Reduced |