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
- 2,494
- +264 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
- 375
- 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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 6,250 | $353.5K | 0.03% | +1,325+26.9% | Added |
| Aberdeen Wealth Management LLC | 6,266 | $354.4K | 0.24% | −171−2.7% | Reduced |
| One Wealth Advisors, LLC | 6,279 | $355.1K | 0.05% | −12,693−66.9% | Reduced |
| First National Bank | 6,285 | $355.5K | 0.24% | −138−2.1% | Reduced |
| Barrett & Company, Inc. | 6,287 | $355.6K | 0.15% | +6+0.1% | Added |
| Grace & White Inc | 6,293 | $355.9K | 0.07% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,300 | $356.3K | 0.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,308 | $356.8K | 0.10% | −191−2.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,318 | $357.3K | 0.10% | −217−3.3% | Reduced |
| Nilsine Partners, LLC | 6,319 | $357.4K | 0.04% | +6,319 | New |
| GHP Investment Advisors, Inc. | 6,333 | $358.2K | 0.02% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,349 | $359.1K | 0.06% | +33+0.5% | Added |
| MFA Wealth Services | 6,360 | $359.7K | 0.29% | +6,360 | New |
| Souders Financial Advisors | 6,362 | $359.8K | 0.05% | +558+9.6% | Added |
| Millstone Evans Group, LLC | 6,373 | $360.4K | 0.25% | +6,373 | New |
| New England Capital Financial Advisors LLC | 6,376 | $360.6K | 0.18% | +11+0.2% | Added |
| Ifrah Financial Services, Inc. | 6,381 | $360.9K | 0.10% | −101−1.6% | Reduced |
| Callan Capital, LLC | 6,382 | $361.0K | 0.03% | −180−2.7% | Reduced |
| Patriot Investment Management Inc. | 6,384 | $361.1K | 0.03% | −893−12.3% | Reduced |
| Sunpointe, LLC | 6,398 | $361.9K | 0.18% | +1,040+19.4% | Added |
| Brave Asset Management Inc | 6,400 | $362.0K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6,449 | $362.0K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,407 | $362.4K | 0.03% | +435+7.3% | Added |
| Severin Investments, LLC | 6,454 | $365.1K | 0.36% | +6,454 | New |
| Keystone Wealth Services, LLC | 6,461 | $365.5K | 0.10% | +260+4.2% | Added |
| Pettyjohn, Wood & White, Inc | 6,464 | $365.6K | 0.07% | −328−4.8% | Reduced |
| Lewis Asset Management, LLC | 6,476 | $366.3K | 0.28% | −739−10.2% | Reduced |
| Schmidt P J Investment Management Inc | 6,479 | $366.5K | 0.06% | −971−13.0% | Reduced |
| Impact Capital Partners LLC | 6,479 | $366.5K | 0.13% | +6,479 | New |
| FDx Advisors, Inc. | 6,480 | $367.0K | 0.11% | +784+13.8% | Added |
| Financial Advisors Network, Inc. | 6,492 | $367.2K | 0.06% | +6,492 | New |
| Hardy Reed LLC | 6,505 | $367.9K | 0.03% | +70+1.1% | Added |
| RS Crum Inc. | 6,512 | $368.3K | 0.09% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,513 | $368.4K | 0.14% | +416+6.8% | Added |
| Eagle Bay Advisors LLC | 6,518 | $368.6K | 0.23% | −199−3.0% | Reduced |
| WealthPlan Investment Management, LLC | 6,535 | $369.6K | 0.04% | +115+1.8% | Added |
| Tudor Financial Inc. | 6,561 | $371.1K | 0.22% | +1,727+35.7% | Added |
| Legacy Capital Group California, Inc. | 6,568 | $371.5K | 0.11% | +7+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 6,252 | $373.3K | 0.14% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,609 | $373.8K | 0.04% | −7,455−53.0% | Reduced |
| Fiera Capital Corp | 6,611 | $373.9K | 0.00% | −2,900−30.5% | Reduced |
| KPP Advisory Services LLC | 6,621 | $374.5K | 0.09% | −264−3.8% | Reduced |
| Financial Partners Group, LLC | 6,639 | $375.5K | 0.16% | +43+0.7% | Added |
| CoreFirst Bank & Trust | 6,657 | $376.5K | 0.22% | −173−2.5% | Reduced |
| Boston Research & Management Inc | 6,660 | $376.7K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 6,662 | $376.8K | 0.11% | +212+3.3% | Added |
| Smallwood Wealth Investment Management, LLC | 6,680 | $377.8K | 0.26% | 00.0% | Unchanged |
| Columbia Asset Management | 6,690 | $378.4K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6,700 | $379.0K | 0.03% | −589−8.1% | Reduced |
| Cromwell Holdings LLC | 6,705 | $379.2K | 0.22% | +10+0.1% | Added |
| Wealth Advisory Solutions, LLC | 6,708 | $379.4K | 0.11% | +284+4.4% | Added |
| West Family Investments, Inc. | 6,711 | $379.6K | 0.13% | +992+17.3% | Added |
| Burford Brothers, Inc. | 6,720 | $380.1K | 0.19% | −78−1.1% | Reduced |
| Vanguard Capital Wealth Advisors | 6,725 | $380.4K | 0.41% | +125+1.9% | Added |
| PDS Planning, Inc | 6,736 | $381.0K | 0.03% | +1,222+22.2% | Added |
| Alan B. Lancz & Associates, Inc. | 6,750 | $381.8K | 0.39% | −600−8.2% | Reduced |
| Alta Advisers Ltd | 6,750 | $381.8K | 0.24% | +1,250+22.7% | Added |
| First American Trust, FSB | 6,752 | $381.8K | 0.04% | −91−1.3% | Reduced |
| Aviso Wealth Management | 6,752 | $381.9K | 0.19% | −141−2.0% | Reduced |
| Annex Advisory Services, LLC | 6,796 | $384.4K | 0.01% | +384+6.0% | Added |
| Essential Planning, LLC. | 6,870 | $384.4K | 0.00% | +6,870 | New |
| Truvestments Capital LLC | 6,802 | $384.7K | 0.10% | +581+9.3% | Added |
| Harvest Fund Management Co., Ltd | 6,828 | $386.0K | 0.02% | +4,259+165.8% | Added |
| CNB Bank | 6,839 | $386.8K | 0.18% | −410−5.7% | Reduced |
| Key Financial Inc | 6,839 | $386.8K | 0.09% | −131−1.9% | Reduced |
| Old Mission Investment Co LLC | 6,851 | $387.5K | 0.12% | −867−11.2% | Reduced |
| Kentucky Trust Co | 6,875 | $388.9K | 0.23% | +6,875 | New |
| Fort Sheridan Advisors LLC | 6,876 | $388.9K | 0.06% | +8+0.1% | Added |
| Commonwealth Financial Services, LLC | 6,909 | $390.8K | 0.08% | +904+15.1% | Added |
| Becker Capital Management Inc | 6,912 | $390.9K | 0.01% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 6,931 | $392.0K | 0.23% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,934 | $392.2K | 0.23% | +6,934 | New |
| Silver Oak Securities, Inc | 6,997 | $392.3K | 0.04% | +3,030+76.4% | Added |
| Natural Investments, LLC | 6,956 | $393.0K | 0.11% | +6,956 | New |
| Cross Staff Investments Inc | 6,970 | $394.2K | 0.30% | −193−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 6,980 | $394.9K | 0.02% | +2,733+64.4% | Added |
| Advisors Management Group Inc | 6,984 | $395.0K | 0.09% | −25−0.4% | Reduced |
| Integrated Quantitative Investments LLC | 7,000 | $395.9K | 0.20% | +7,000 | New |
| Fiducient Advisors LLC | 7,000 | $396.0K | 0.05% | +73+1.1% | Added |
| McDonald Partners LLC | 7,006 | $396.3K | 0.10% | −283−3.9% | Reduced |
| Hickory Point Bank & Trust | 7,012 | $396.6K | 0.35% | +7,012 | New |
| Childress Capital Advisors, LLC | 7,018 | $396.9K | 0.11% | +1,051+17.6% | Added |
| Crescent Sterling, Ltd. | 7,066 | $399.7K | 0.41% | −109−1.5% | Reduced |
| Bank of New Hampshire | 7,132 | $403.4K | 0.10% | 00.0% | Unchanged |
| MCF Advisors LLC | 7,135 | $403.5K | 0.03% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 7,272 | $403.8K | 0.18% | +177+2.5% | Added |
| Cornerstone Advisory, LLC | 7,495 | $404.0K | 0.05% | +852+12.8% | Added |
| Brooks, Moore & Associates, Inc. | 7,144 | $404.1K | 0.24% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,157 | $404.8K | 0.02% | +650+10.0% | Added |
| Horan Securities, Inc. | 7,161 | $405.0K | 0.15% | +85+1.2% | Added |
| New South Capital Management Inc | 7,189 | $406.6K | 0.02% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,213 | $408.0K | 0.27% | +41+0.6% | Added |
| Davis Investment Partners, LLC | 7,312 | $408.2K | 0.17% | +7,312 | New |
| Alhambra Investment Partners LLC | 7,229 | $408.9K | 0.21% | −22−0.3% | Reduced |
| Duncan Williams Asset Management, LLC | 7,268 | $411.1K | 0.16% | +3,219+79.5% | Added |
| Blue Fin Capital, Inc. | 7,274 | $411.4K | 0.08% | −32−0.4% | Reduced |
| Traynor Capital Management, Inc. | 7,275 | $411.5K | 0.03% | +300+4.3% | Added |
| Wallace Advisory Group, LLC | 7,963 | $412.0K | 0.28% | +1,519+23.6% | Added |
| Uhlmann Price Securities, LLC | 7,287 | $412.2K | 0.31% | +8+0.1% | Added |
| King Wealth | 7,294 | $413.0K | 0.06% | +182+2.6% | Added |