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 |
|---|---|---|---|---|---|
| Roof Eidam & Maycock | 5,600 | $316.7K | 0.08% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,606 | $317.1K | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,612 | $317.4K | 0.03% | +484+9.4% | Added |
| Flagship Wealth Advisors, LLC | 5,617 | $317.7K | 0.19% | +5,617 | New |
| Core Wealth Partners LLC | 5,620 | $317.9K | 0.18% | +1,070+23.5% | Added |
| Selective Wealth Management, Inc. | 5,712 | $318.4K | 0.13% | −2,122−27.1% | Reduced |
| Riversedge Advisors, LLC | 5,632 | $318.5K | 0.07% | +583+11.5% | Added |
| Thrive Wealth Management, LLC | 5,643 | $319.2K | 0.06% | +1,243+28.2% | Added |
| Lyell Wealth Management, LP | 5,645 | $319.3K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,645 | $319.3K | 0.01% | −276−4.7% | Reduced |
| Keel Point, LLC | 5,648 | $319.5K | 0.03% | +642+12.8% | Added |
| Chesley Taft & Associates LLC | 5,653 | $319.7K | 0.01% | +403+7.7% | Added |
| JB Capital LLC | 5,665 | $320.4K | 0.02% | −29−0.5% | Reduced |
| Atlantic Family Wealth, LLC | 5,671 | $320.8K | 0.38% | +5,671 | New |
| LMCG Investments, LLC | 5,673 | $320.9K | 0.02% | −1,419−20.0% | Reduced |
| Bridge Creek Capital Management LLC | 5,676 | $321.0K | 0.10% | +25+0.4% | Added |
| O'Brien Greene & Co. Inc | 5,684 | $321.5K | 0.10% | −364−6.0% | Reduced |
| RMR Wealth Builders | 5,685 | $321.5K | 0.03% | +37+0.7% | Added |
| Bailard, Inc. | 5,688 | $321.7K | 0.01% | +16+0.3% | Added |
| Ameriflex Group, Inc. | 5,463 | $322.0K | 0.15% | +5,463 | New |
| Relyea Zuckerberg Hanson LLC | 5,697 | $322.2K | 0.04% | +1,101+24.0% | Added |
| Liberty Wealth Management LLC | 5,707 | $322.8K | 0.05% | +914+19.1% | Added |
| Peoples Bank | 5,711 | $323.0K | 0.19% | +165+3.0% | Added |
| Cascade Investment Group, Inc. | 5,714 | $323.2K | 0.23% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,736 | $324.0K | 0.05% | −5−0.1% | Reduced |
| Tyche Wealth Partners LLC | 5,729 | $324.0K | 0.07% | +979+20.6% | Added |
| Baker Ellis Asset Management LLC | 5,730 | $324.1K | 0.05% | −100−1.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 5,741 | $324.7K | 0.08% | +5,741 | New |
| Bank of Stockton | 5,744 | $324.9K | 0.10% | −52−0.9% | Reduced |
| Todd Asset Management LLC | 5,759 | $325.7K | 0.01% | +5,759 | New |
| Amussen Hunsaker Associates LLC | 5,760 | $325.8K | 0.05% | −136−2.3% | Reduced |
| Grant Private Wealth Management Inc | 5,781 | $327.0K | 0.35% | +5,781 | New |
| Lakeview Capital Partners, LLC | 5,784 | $327.2K | 0.07% | −1,845−24.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,807 | $328.5K | 0.05% | −133−2.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,813 | $328.8K | 0.01% | +406+7.5% | Added |
| First Foundation Advisors | 5,814 | $328.9K | 0.01% | −492−7.8% | Reduced |
| Hall Capital Management Co Inc | 5,815 | $328.9K | 0.15% | +5,815 | New |
| BCS Wealth Management | 5,823 | $329.0K | 0.08% | +5,823 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,816 | $329.1K | 0.07% | +1,284+28.3% | Added |
| Mirabaud & Cie SA | 5,820 | $329.2K | 0.11% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 5,824 | $329.4K | 0.22% | +307+5.6% | Added |
| Zhang Financial LLC | 5,826 | $329.5K | 0.02% | +1,732+42.3% | Added |
| Davis R M Inc | 5,830 | $329.7K | 0.01% | −1,065−15.4% | Reduced |
| Somerville Kurt F | 5,837 | $330.1K | 0.06% | −200−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,843 | $330.5K | 0.11% | −59−1.0% | Reduced |
| Spirepoint Private Client, LLC | 5,847 | $330.7K | 0.04% | +904+18.3% | Added |
| Stevens Capital Management LP | 5,867 | $332.0K | 0.13% | −22,625−79.4% | Reduced |
| MBA Advisors LLC | 5,870 | $332.0K | 0.17% | −969−14.2% | Reduced |
| Advanced Portfolio Management, LLC | 5,636 | $332.2K | 0.39% | +5,636 | New |
| Fayez Sarofim & Co | 5,898 | $333.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,900 | $333.7K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,913 | $334.4K | 0.01% | −331−5.3% | Reduced |
| Crews Bank & Trust | 5,922 | $334.9K | 0.06% | +5,922 | New |
| HTLF Bank | 5,933 | $335.6K | 0.04% | −472−7.4% | Reduced |
| Empire Financial Management Company, LLC | 5,940 | $336.0K | 0.10% | +5,940 | New |
| Mill Creek Capital Advisors, LLC | 5,941 | $336.0K | 0.01% | −93−1.5% | Reduced |
| Abacus Planning Group, Inc. | 5,944 | $336.2K | 0.06% | +20+0.3% | Added |
| WMS Partners, LLC | 5,956 | $336.9K | 0.02% | −27−0.5% | Reduced |
| Wealth Architects, LLC | 5,965 | $337.4K | 0.04% | +302+5.3% | Added |
| Ferguson Shapiro LLC | 5,984 | $338.5K | 0.13% | +104+1.8% | Added |
| Clark Financial Services Group Inc | 5,995 | $339.0K | 0.26% | −55−0.9% | Reduced |
| Gould Asset Management LLC | 5,997 | $339.2K | 0.07% | −1,173−16.4% | Reduced |
| St. Clair Advisors, LLC | 6,000 | $339.4K | 0.10% | −4,800−44.4% | Reduced |
| Bedel Financial Consulting, Inc. | 5,690 | $339.7K | 0.05% | +175+3.2% | Added |
| Wealth Group, Ltd. | 6,015 | $340.0K | 0.22% | +6,015 | New |
| Clearview Wealth Advisors LLC | 6,011 | $340.0K | 0.26% | −68−1.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,013 | $340.1K | 0.10% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,014 | $340.2K | 0.02% | +3,244+117.1% | Added |
| HBW Advisory Services LLC | 6,014 | $340.2K | 0.05% | −177−2.9% | Reduced |
| FSM Wealth Advisors, LLC | 6,038 | $340.4K | 0.08% | +6,038 | New |
| IMS Capital Management | 6,022 | $340.6K | 0.16% | +23+0.4% | Added |
| Venturi Wealth Management, LLC | 6,025 | $340.8K | 0.02% | +3,127+107.9% | Added |
| CMG Global Holdings, LLC | 5,971 | $340.9K | 0.19% | +19+0.3% | Added |
| Capstone Wealth Management Group LLC | 6,028 | $340.9K | 0.26% | +6,028 | New |
| Wedgewood Investors Inc | 6,030 | $341.1K | 0.40% | +15+0.2% | Added |
| Sax Wealth Advisors, LLC | 6,036 | $341.4K | 0.03% | −2,062−25.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,045 | $341.9K | 0.13% | +155+2.6% | Added |
| Astoria Portfolio Advisors LLC. | 6,140 | $342.3K | 0.12% | −42−0.7% | Reduced |
| Accurate Wealth Management, LLC | 6,140 | $342.8K | 0.07% | +1,963+47.0% | Added |
| Sterneck Capital Management, LLC | 6,062 | $342.9K | 0.19% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 6,074 | $343.5K | 0.28% | +6,074 | New |
| WT Wealth Management | 6,080 | $343.9K | 0.11% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 6,091 | $344.5K | 0.01% | +6,091 | New |
| Regatta Capital Group, LLC | 6,091 | $344.5K | 0.07% | 00.0% | Unchanged |
| Salzhauer Michael | 6,117 | $346.0K | 0.18% | +10+0.2% | Added |
| Tilson Financial Group, Inc. | 6,120 | $346.0K | 0.14% | +40+0.7% | Added |
| Mather Group, LLC. | 6,120 | $346.2K | 0.00% | −830−11.9% | Reduced |
| Geller Advisors LLC | 6,132 | $346.8K | 0.02% | +156+2.6% | Added |
| Verus Capital Partners, LLC | 6,143 | $347.5K | 0.03% | −188−3.0% | Reduced |
| Whalerock Point Partners, LLC | 6,146 | $347.6K | 0.08% | −236−3.7% | Reduced |
| Armstrong Advisory Group, Inc | 6,148 | $347.7K | 0.03% | +218+3.7% | Added |
| Nations Financial Group Inc, | 6,150 | $347.9K | 0.03% | −708−10.3% | Reduced |
| Capital Square, LLC | 5,850 | $349.1K | 0.20% | +8+0.1% | Added |
| Trustco Bank Corp N Y | 6,173 | $349.1K | 0.38% | −900−12.7% | Reduced |
| Capital Performance Advisors LLP | 6,186 | $349.9K | 0.11% | +1,225+24.7% | Added |
| 1858 Wealth Management, LLC | 6,200 | $350.7K | 0.28% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,203 | $350.8K | 0.09% | +1,170+23.2% | Added |
| Regal Investment Advisors LLC | 6,212 | $351.4K | 0.03% | −6,386−50.7% | Reduced |
| Hilton Capital Management, LLC | 6,220 | $351.8K | 0.03% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 6,227 | $352.2K | 0.06% | +500+8.7% | Added |