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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Smith Chas P & Associates Pa Cpas | 7,311 | $413.5K | 0.02% | −2,570−26.0% | Reduced |
| Valley Brook Capital Group | 7,320 | $414.0K | 0.31% | −150−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 7,334 | $414.8K | 0.04% | +373+5.4% | Added |
| Trace Wealth Advisors, LLC | 7,342 | $415.3K | 0.37% | +7,342 | New |
| L.M. Kohn & Company | 7,355 | $416.0K | 0.11% | −399−5.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,358 | $416.2K | 0.41% | +7,358 | New |
| Bayforest Capital Ltd | 7,381 | $417.5K | 0.52% | +7,381 | New |
| Parvin Asset Management, LLC | 7,400 | $418.5K | 0.45% | +7,400 | New |
| Delta Accumulation, LLC | 8,100 | $419.1K | 2.61% | +8,100 | New |
| M.E. Allison & Co., Inc. | 7,410 | $419.1K | 0.46% | +7,410 | New |
| River Wealth Advisors LLC | 7,420 | $419.7K | 0.06% | −736−9.0% | Reduced |
| Samalin Investment Counsel, LLC | 7,425 | $420.0K | 0.18% | −1,231−14.2% | Reduced |
| Financial Advisory Service, Inc. | 7,441 | $420.8K | 0.04% | −6−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,447 | $421.2K | 0.01% | +7,447 | New |
| Laurel Wealth Advisors LLC | 7,450 | $421.4K | 0.07% | +240+3.3% | Added |
| Richards, Merrill & Peterson, Inc. | 7,456 | $421.7K | 0.22% | +7,456 | New |
| Westside Investment Management, Inc. | 7,506 | $424.5K | 0.09% | +6+0.1% | Added |
| One Charles Private Wealth Services, LLC | 7,511 | $424.8K | 0.14% | −264−3.4% | Reduced |
| Horst & Graben Wealth Management LLC | 7,538 | $426.4K | 0.08% | +179+2.4% | Added |
| First United Bank Trust | 7,543 | $426.6K | 0.15% | −1,403−15.7% | Reduced |
| Prairie Sky Financial Group LLC | 7,546 | $426.8K | 0.26% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 7,565 | $427.9K | 0.09% | +1,296+20.7% | Added |
| Wilkins Investment Counsel Inc | 7,566 | $427.9K | 0.06% | −53−0.7% | Reduced |
| Aspiriant, LLC | 7,572 | $428.3K | 0.02% | −520−6.4% | Reduced |
| WSFS Capital Management, LLC | 7,590 | $429.3K | 0.02% | +318+4.4% | Added |
| EverSource Wealth Advisors, LLC | 7,604 | $430.1K | 0.02% | +1,015+15.4% | Added |
| Jmac Enterprises LLC | 7,616 | $430.8K | 0.07% | +237+3.2% | Added |
| Chesapeake Wealth Management | 7,620 | $431.0K | 0.15% | −840−9.9% | Reduced |
| Aspire Private Capital, LLC | 7,642 | $432.2K | 0.11% | +1,504+24.5% | Added |
| Gables Capital Management Inc. | 7,659 | $433.2K | 0.21% | −900−10.5% | Reduced |
| O'Rourke & Company, Inc | 7,661 | $433.3K | 0.21% | +158+2.1% | Added |
| Arrow Financial Corp | 7,668 | $433.7K | 0.04% | −1,733−18.4% | Reduced |
| Lynch & Associates | 7,676 | $434.2K | 0.09% | +452+6.3% | Added |
| Riverbend Wealth Management, LLC | 7,692 | $435.5K | 0.39% | +7,692 | New |
| Catalyst Financial Partners LLC | 7,709 | $436.0K | 0.08% | +1,490+24.0% | Added |
| Benin Management CORP | 7,738 | $437.7K | 0.12% | −204−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 7,746 | $438.0K | 0.03% | +2,247+40.9% | Added |
| Wellington Shields Capital Management, LLC | 7,750 | $438.3K | 0.08% | +4+0.1% | Added |
| Palacios Wealth Management, LLC | 7,816 | $440.0K | 0.48% | +7,816 | New |
| Atala Financial Inc | 7,804 | $441.4K | 0.31% | +7,804 | New |
| Pure Financial Advisors, Inc. | 7,808 | $441.6K | 0.01% | +2,538+48.2% | Added |
| Magnus Financial Group LLC | 7,814 | $441.9K | 0.04% | +1,727+28.4% | Added |
| Kestra Investment Management, LLC | 7,829 | $442.8K | 0.02% | +3,853+96.9% | Added |
| Soltis Investment Advisors LLC | 7,843 | $443.6K | 0.04% | +461+6.2% | Added |
| Beverly Hills Private Wealth, LLC | 7,849 | $443.9K | 0.09% | −20−0.3% | Reduced |
| Vaughan David Investments LLC | 7,856 | $444.0K | 0.01% | +79+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 7,851 | $444.1K | 0.02% | −300−3.7% | Reduced |
| LBMC Investment Advisors, LLC | 7,885 | $446.0K | 0.04% | −119−1.5% | Reduced |
| Summit Asset Management, LLC | 7,912 | $447.5K | 0.08% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 7,916 | $447.7K | 0.26% | +273+3.6% | Added |
| Stone Point Wealth LLC | 7,920 | $448.0K | 0.15% | −520−6.2% | Reduced |
| MKT Advisors LLC | 7,978 | $449.1K | 0.20% | +829+11.6% | Added |
| TrinityPoint Wealth, LLC | 7,948 | $449.5K | 0.06% | +1,398+21.3% | Added |
| Widmann Financial Services, Inc. | 7,956 | $450.0K | 0.35% | +370+4.9% | Added |
| Sage Mountain Advisors LLC | 7,963 | $450.4K | 0.03% | +2,621+49.1% | Added |
| Coastal Investment Advisors, Inc. | 7,966 | $450.6K | 0.18% | +7,966 | New |
| Allred Capital Management, LLC | 7,970 | $450.8K | 0.17% | +7+0.1% | Added |
| State of Wyoming | 7,987 | $451.7K | 0.06% | +6,074+317.5% | Added |
| Walker Asset Management, LLC | 7,987 | $451.8K | 0.28% | +44+0.6% | Added |
| Farmers Trust Co | 8,006 | $452.8K | 0.08% | −848−9.6% | Reduced |
| Birch Hill Investment Advisors LLC | 8,006 | $452.8K | 0.02% | +26+0.3% | Added |
| Sentry Investment Management LLC | 8,033 | $454.0K | 0.22% | −1,308−14.0% | Reduced |
| Citadel Advisors LLC | 41,539 | $454.2K | 0.00% | −5,044,596−99.2% | Reduced |
| Hilltop National Bank | 8,033 | $454.3K | 0.14% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 8,063 | $456.0K | 0.02% | −519−6.0% | Reduced |
| Marietta Investment Partners LLC | 8,100 | $458.1K | 0.10% | −1,700−17.3% | Reduced |
| Advyzon Investment Management, LLC | 8,104 | $458.4K | 0.18% | +8,104 | New |
| Fort Point Capital Partners LLC | 8,114 | $458.9K | 0.05% | +8,114 | New |
| Howe & Rusling Inc | 8,128 | $459.7K | 0.04% | +467+6.1% | Added |
| Acorn Wealth Advisors, LLC | 8,137 | $460.2K | 0.19% | +40+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,145 | $460.7K | 0.26% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 8,149 | $460.9K | 0.28% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,164 | $461.8K | 0.00% | −15−0.2% | Reduced |
| Heritage Wealth Management, Inc. | 8,183 | $462.8K | 0.15% | −400−4.7% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 8,200 | $463.0K | 0.18% | +8,200 | New |
| Aspen Investment Management Inc | 8,214 | $465.0K | 0.22% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 8,239 | $466.0K | 0.08% | +239+3.0% | Added |
| Castle Rock Wealth Management, LLC | 8,652 | $466.3K | 0.11% | −239−2.7% | Reduced |
| Cottage Street Advisors LLC | 8,259 | $467.1K | 0.24% | −98−1.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,261 | $467.2K | 0.24% | +189+2.3% | Added |
| Aprio Wealth Management, LLC | 8,282 | $468.4K | 0.07% | +3,493+72.9% | Added |
| Cook Wealth Management Group LLC | 7,923 | $468.6K | 0.22% | +48+0.6% | Added |
| Founders Financial Alliance, LLC | 8,381 | $474.0K | 0.13% | −36−0.4% | Reduced |
| Decker Retirement Planning Inc. | 8,382 | $474.1K | 0.28% | +8,382 | New |
| Northern Financial Advisors Inc | 8,394 | $474.8K | 0.38% | +8,394 | New |
| Enterprise Financial Services Corp | 8,396 | $474.9K | 0.26% | −80−0.9% | Reduced |
| SOL Capital Management CO | 8,418 | $476.0K | 0.05% | −3,600−30.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 8,426 | $476.6K | 0.05% | +889+11.8% | Added |
| Accredited Wealth Management, LLC | 8,449 | $477.9K | 0.42% | +8,449 | New |
| Crawford Investment Counsel Inc | 8,475 | $479.3K | 0.01% | +2,239+35.9% | Added |
| Sumitomo Life Insurance Co | 8,476 | $479.4K | 0.01% | −14,374−62.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 8,482 | $479.7K | 0.35% | +2,537+42.7% | Added |
| Orrstown Financial Services Inc | 8,494 | $480.4K | 0.13% | −263−3.0% | Reduced |
| Commons Capital, LLC | 8,500 | $480.8K | 0.44% | −28−0.3% | Reduced |
| Bank Ozk | 8,537 | $482.9K | 0.20% | −1,036−10.8% | Reduced |
| Investors Asset Management of Georgia Inc | 8,557 | $484.0K | 0.24% | +785+10.1% | Added |
| Shufro Rose & Co LLC | 8,560 | $484.2K | 0.04% | −450−5.0% | Reduced |
| Callahan Advisors, LLC | 8,573 | $484.9K | 0.05% | +1,859+27.7% | Added |
| Contravisory Investment Management, Inc. | 8,620 | $487.5K | 0.10% | +8,620 | New |
| Apexium Financial, LP | 8,633 | $488.3K | 0.03% | −140−1.6% | Reduced |