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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 4,748 | $268.5K | 0.03% | −659−12.2% | Reduced |
| Patton Albertson Miller Group, LLC | 4,750 | $268.7K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,763 | $269.4K | 0.05% | 00.0% | Unchanged |
| Intellus Advisors LLC | 4,771 | $269.9K | 0.05% | +4,771 | New |
| Brendel Financial Advisors LLC | 4,772 | $270.0K | 0.16% | −37−0.8% | Reduced |
| Tucker Asset Management LLC | 4,779 | $270.3K | 0.03% | +4,639+3,313.6% | Added |
| TFB Advisors LLC | 4,787 | $270.8K | 0.08% | +621+14.9% | Added |
| LCNB Corp | 4,800 | $271.5K | 0.10% | −11−0.2% | Reduced |
| Mattern Wealth Management LLC | 4,800 | $271.5K | 0.06% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 4,812 | $272.2K | 0.09% | +92+1.9% | Added |
| Barnes Wealth Management Group, Inc | 4,816 | $272.4K | 0.18% | +4,816 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,823 | $272.8K | 0.07% | +515+12.0% | Added |
| Goldstone Financial Group, LLC | 4,824 | $272.8K | 0.04% | +279+6.1% | Added |
| Covestor Ltd | 4,843 | $273.0K | 0.17% | −1,475−23.3% | Reduced |
| Ironwood Investment Counsel, LLC | 4,833 | $273.4K | 0.05% | −97−2.0% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 4,835 | $273.5K | 0.30% | +4,835 | New |
| Sovran Advisors, LLC | 4,907 | $273.5K | 0.04% | +4,907 | New |
| Paces Ferry Wealth Advisors, LLC | 4,843 | $273.9K | 0.13% | +4,843 | New |
| Slocum, Gordon & Co LLP | 4,854 | $274.5K | 0.23% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,862 | $275.0K | 0.10% | +4,862 | New |
| Advus Financial Partners, LLC | 4,867 | $275.3K | 0.08% | +4,867 | New |
| Bellevue Asset Management, LLC | 4,867 | $275.3K | 0.14% | −588−10.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,882 | $276.1K | 0.06% | −67−1.4% | Reduced |
| First Affirmative Financial Network | 4,884 | $276.2K | 0.16% | −429−8.1% | Reduced |
| IVC Wealth Advisors LLC | 4,894 | $276.8K | 0.15% | −469−8.7% | Reduced |
| Renasant Bank | 4,900 | $277.1K | 0.18% | +72+1.5% | Added |
| Covenant Asset Management, LLC | 4,924 | $278.5K | 0.06% | +4,924 | New |
| Saranac Partners Ltd | 4,926 | $278.6K | 0.15% | −1,081−18.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,994 | $279.5K | 0.02% | −211−4.1% | Reduced |
| Canopy Partners, LLC | 4,943 | $279.6K | 0.11% | +54+1.1% | Added |
| Wealthquest Corp | 4,945 | $279.7K | 0.02% | +135+2.8% | Added |
| Bray Capital Advisors | 4,961 | $280.6K | 0.08% | +50+1.0% | Added |
| Wealth Management Associates, Inc. | 4,963 | $280.7K | 0.12% | +4,963 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,975 | $281.4K | 0.04% | −620−11.1% | Reduced |
| Spirit of America Management Corp | 5,000 | $282.8K | 0.06% | −2,500−33.3% | Reduced |
| Harbor Advisors LLC | 5,000 | $282.8K | 0.04% | 00.0% | Unchanged |
| Tradewinds, LLC. | 5,042 | $283.0K | 0.08% | +5,042 | New |
| Piscataqua Savings Bank | 5,009 | $283.3K | 0.24% | +56+1.1% | Added |
| Security National Bank of Sioux City Iowa | 5,022 | $284.0K | 0.20% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,024 | $284.2K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 5,027 | $284.3K | 0.28% | +5,027 | New |
| Successful Portfolios LLC | 5,037 | $284.9K | 0.19% | +3+0.1% | Added |
| DRW Securities, LLC | 5,056 | $284.9K | 0.02% | +5,056 | New |
| Burt Wealth Advisors | 5,040 | $285.1K | 0.07% | +48+1.0% | Added |
| Country Club Bank | 5,091 | $285.4K | 0.02% | −430−7.8% | Reduced |
| Twin Lakes Capital Management, LLC | 5,046 | $285.4K | 0.18% | −762−13.1% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 5,052 | $285.8K | 0.21% | −1,000−16.5% | Reduced |
| Aureus Asset Management, LLC | 5,059 | $286.1K | 0.02% | +166+3.4% | Added |
| CWC Advisors, LLC. | 5,089 | $287.8K | 0.29% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 5,060 | $289.1K | 0.06% | −60−1.2% | Reduced |
| Capital Investment Counsel, Inc | 5,124 | $289.8K | 0.04% | −155−2.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,149 | $291.2K | 0.07% | +20.0% | Added |
| Caldwell Sutter Capital, Inc. | 5,149 | $291.2K | 0.14% | +177+3.6% | Added |
| Meiji Yasuda Life Insurance Co | 5,172 | $292.5K | 0.01% | −1,110−17.7% | Reduced |
| Lokken Investment Group LLC | 5,175 | $292.7K | 0.13% | +66+1.3% | Added |
| Adell Harriman & Carpenter Inc | 5,175 | $292.7K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 5,183 | $293.1K | 0.04% | +5,183 | New |
| Ellis Investment Partners, LLC | 5,186 | $293.3K | 0.06% | +848+19.5% | Added |
| Tranquilli Financial Advisor LLC | 5,194 | $293.8K | 0.19% | +6+0.1% | Added |
| Guardian Wealth Advisors, LLC | 5,198 | $294.0K | 0.02% | +946+22.2% | Added |
| Genesee Capital Advisors, LLC | 5,201 | $294.2K | 0.14% | +60+1.2% | Added |
| Sheets Smith Wealth Management | 5,208 | $294.6K | 0.04% | +20+0.4% | Added |
| Sovereign Investment Advisors, LLC | 5,215 | $295.0K | 0.09% | +5,215 | New |
| Tyler-Stone Wealth Management | 5,224 | $295.5K | 0.05% | +645+14.1% | Added |
| Oxford Financial Group Ltd | 5,236 | $296.1K | 0.02% | +150+2.9% | Added |
| Diametric Capital, LP | 5,240 | $296.4K | 0.20% | +5,240 | New |
| Vista Investment Partners LLC | 5,245 | $296.7K | 0.09% | −294−5.3% | Reduced |
| PCG Asset Management, LLC | 5,250 | $296.9K | 0.26% | +5,250 | New |
| Sand Hill Global Advisors, LLC | 5,264 | $297.7K | 0.01% | −670−11.3% | Reduced |
| Genesis Private Wealth, LLC | 5,271 | $298.1K | 0.16% | +5,271 | New |
| ProVise Management Group, LLC | 5,284 | $298.9K | 0.03% | −2,681−33.7% | Reduced |
| Cravens & Co Advisors, LLC | 5,286 | $299.0K | 0.23% | +8+0.2% | Added |
| Penserra Capital Management LLC | 5,302 | $299.0K | 0.01% | −1,521−22.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,295 | $299.5K | 0.03% | +1,242+30.6% | Added |
| Resurgent Financial Advisors LLC | 5,314 | $300.6K | 0.18% | +931+21.2% | Added |
| Northstar Group, Inc. | 5,324 | $301.1K | 0.05% | −500−8.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,328 | $301.3K | 0.04% | +620+13.2% | Added |
| Millennium Capital Advisors, LLC | 5,346 | $302.4K | 0.21% | −198−3.6% | Reduced |
| Onefund, LLC | 5,367 | $303.6K | 0.29% | +43+0.8% | Added |
| Satovsky Asset Management LLC | 5,372 | $303.9K | 0.07% | +57+1.1% | Added |
| PKS Advisory Services, LLC | 5,373 | $303.9K | 0.09% | +5,373 | New |
| Evermay Wealth Management LLC | 5,380 | $304.3K | 0.05% | −120−2.2% | Reduced |
| Portland Global Advisors LLC | 5,419 | $306.5K | 0.04% | +365+7.2% | Added |
| Murphy & Mullick Capital Management Corp | 5,436 | $307.5K | 0.28% | +5,436 | New |
| Cantor Fitzgerald, L. P. | 5,437 | $307.5K | 0.01% | +5,437 | New |
| Matrix Asset Advisors Inc | 5,449 | $308.2K | 0.03% | −170−3.0% | Reduced |
| WNY Asset Management, LLC | 5,452 | $308.4K | 0.04% | −2,630−32.5% | Reduced |
| Advisor OS, LLC | 5,457 | $308.7K | 0.04% | +1,267+30.2% | Added |
| Hudock, Inc. | 5,462 | $309.0K | 0.05% | −357−6.1% | Reduced |
| Evoke Wealth, LLC | 5,470 | $309.4K | 0.01% | +5,470 | New |
| EPG Wealth Management LLC | 5,478 | $309.8K | 0.08% | +127+2.4% | Added |
| OneAscent Wealth Management LLC | 5,473 | $310.0K | 0.13% | −406−6.9% | Reduced |
| Triumph Capital Management | 5,512 | $311.8K | 0.11% | −182−3.2% | Reduced |
| Union Bancaire Privee, UBP SA | 5,908 | $312.0K | 0.01% | +5,908 | New |
| Graves-Light Private Wealth Management, Inc. | 5,516 | $312.0K | 0.04% | −200−3.5% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 5,527 | $312.6K | 0.13% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 5,536 | $313.1K | 0.02% | −1,952−26.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 5,539 | $313.3K | 0.04% | +5,539 | New |
| Silverlake Wealth Management LLC | 5,563 | $314.7K | 0.12% | +20.0% | Added |
| TCI Wealth Advisors, Inc. | 5,566 | $314.8K | 0.03% | +122+2.2% | Added |