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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 260,293 | $14.7M | 0.34% | +205,772+377.4% | Added |
| Assetmark, Inc | 259,621 | $14.7M | 0.04% | +60,954+30.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 258,484 | $14.6M | 0.15% | −2,904−1.1% | Reduced |
| Public Sector Pension Investment Board | 255,864 | $14.5M | 0.06% | +167,514+189.6% | Added |
| Synovus Financial Corp | 254,547 | $14.4M | 0.18% | −5,634−2.2% | Reduced |
| Mutual of America Capital Management LLC | 254,327 | $14.4M | 0.15% | −7,558−2.9% | Reduced |
| Advisors Asset Management, Inc. | 253,528 | $14.3M | 0.26% | +41,089+19.3% | Added |
| Kovitz Investment Group Partners, LLC | 253,183 | $14.3M | 0.07% | −31,278−11.0% | Reduced |
| Quantinno Capital Management LP | 252,908 | $14.3M | 0.14% | +54,104+27.2% | Added |
| Zacks Investment Management | 250,965 | $14.2M | 0.13% | +245,982+4,936.4% | Added |
| Private Advisor Group, LLC | 250,311 | $14.2M | 0.08% | −3,945−1.6% | Reduced |
| Wealthfront Advisers LLC | 249,605 | $14.1M | 0.04% | +149,692+149.8% | Added |
| Payden & Rygel | 247,800 | $14.0M | 1.21% | +247,800 | New |
| Capital Investment Advisors, LLC | 247,792 | $14.0M | 0.29% | −11,722−4.5% | Reduced |
| Jefferies Financial Group Inc. | 247,028 | $14.0M | 0.16% | −31,594−11.3% | Reduced |
| Loomis Sayles & Co L P | 245,168 | $13.9M | 0.02% | −32,431−11.7% | Reduced |
| BLI - Banque de Luxembourg Investments | 247,000 | $13.8M | 0.38% | +247,000 | New |
| Envestnet Portfolio Solutions, Inc. | 241,517 | $13.7M | 0.04% | +31,884+15.2% | Added |
| Compagnie Lombard Odier SCmA | 240,435 | $13.6M | 0.20% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 237,059 | $13.4M | 0.22% | +25,429+12.0% | Added |
| Capital Management Corp | 236,469 | $13.4M | 2.40% | −1,910−0.8% | Reduced |
| Rafferty Asset Management, LLC | 236,274 | $13.4M | 0.05% | +21,714+10.1% | Added |
| Yousif Capital Management, LLC | 234,014 | $13.2M | 0.15% | −4,670−2.0% | Reduced |
| Kestra Advisory Services, LLC | 233,269 | $13.2M | 0.07% | −32,179−12.1% | Reduced |
| Pictet & Cie (Europe) SA | 231,500 | $13.1M | 0.29% | +231,500 | New |
| Picton Mahoney Asset Management | 231,419 | $13.1M | 0.50% | +98,139+73.6% | Added |
| Cinctive Capital Management LP | 228,343 | $12.9M | 0.70% | −60,105−20.8% | Reduced |
| TownSquare Capital, LLC | 227,299 | $12.9M | 0.15% | +77,605+51.8% | Added |
| Jain Global LLC | 226,794 | $12.8M | 0.38% | +226,794 | New |
| Colony Group, LLC | 226,438 | $12.8M | 0.03% | +43,334+23.7% | Added |
| Kames Capital plc | 225,265 | $12.7M | 0.17% | −29,605−11.6% | Reduced |
| Brown Advisory Inc | 224,400 | $12.7M | 0.02% | −3,973−1.7% | Reduced |
| Fisher Asset Management, LLC | 223,877 | $12.7M | 0.01% | −2,603−1.1% | Reduced |
| Blackhill Capital Inc | 223,164 | $12.6M | 0.65% | +8,700+4.1% | Added |
| Community Bank, N.A. | 222,927 | $12.6M | 1.62% | −2,753−1.2% | Reduced |
| NFJ Investment Group, LLC | 222,089 | $12.6M | 0.40% | +222,089 | New |
| Engineers Gate Manager LP | 221,791 | $12.5M | 0.22% | −347,325−61.0% | Reduced |
| Point72 Europe (London) LLP | 218,813 | $12.4M | 0.72% | +162,962+291.8% | Added |
| Viking Fund Management LLC | 218,700 | $12.4M | 1.93% | +125,100+133.7% | Added |
| Gilman Hill Asset Management, LLC | 218,237 | $12.3M | 2.15% | −13,901−6.0% | Reduced |
| Avanza Fonder AB | 218,226 | $12.3M | 0.37% | +218,226 | New |
| Avantax Advisory Services, Inc. | 218,223 | $12.3M | 0.08% | +33,423+18.1% | Added |
| Stratos Wealth Partners, LTD. | 217,900 | $12.3M | 0.17% | −5,009−2.2% | Reduced |
| Magnetar Financial LLC | 216,407 | $12.2M | 0.28% | +182,616+540.4% | Added |
| Oppenheimer & Co Inc | 215,220 | $12.2M | 0.18% | −18,991−8.1% | Reduced |
| Shelton Capital Management | 215,184 | $12.2M | 0.30% | +105,101+95.5% | Added |
| Avidity Partners Management LP | 215,000 | $12.2M | 1.21% | −48,000−18.3% | Reduced |
| Busey Wealth Management | 214,069 | $12.1M | 0.40% | +3,487+1.7% | Added |
| Americana Partners, LLC | 213,637 | $12.1M | 0.49% | +213,637 | New |
| Acadian Asset Management LLC | 213,247 | $12.1M | 0.03% | −77,320−26.6% | Reduced |
| Squarepoint Ops LLC | 213,011 | $12.0M | 0.03% | +158,427+290.2% | Added |
| Pathstone Holdings, LLC | 210,867 | $11.9M | 0.05% | +21,917+11.6% | Added |
| Altrinsic Global Advisors LLC | 209,109 | $11.8M | 0.57% | −68,161−24.6% | Reduced |
| Beacon Pointe Advisors, LLC | 207,321 | $11.7M | 0.13% | −7,300−3.4% | Reduced |
| Umb Bank N A | 205,457 | $11.6M | 0.18% | +131,595+178.2% | Added |
| TrimTabs Asset Management, LLC | 203,358 | $11.5M | 1.51% | +81,017+66.2% | Added |
| GAM Holding AG | 202,646 | $11.5M | 0.85% | −39,363−16.3% | Reduced |
| JustInvest LLC | 201,233 | $11.4M | 0.17% | +40,542+25.2% | Added |
| Old National Bancorp | 199,637 | $11.3M | 0.27% | −7,277−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 196,723 | $11.1M | 0.01% | +13,951+7.6% | Added |
| Transcend Wealth Collective, LLC | 195,797 | $11.1M | 0.80% | −3,965−2.0% | Reduced |
| Edgar Lomax Co | 195,600 | $11.1M | 0.71% | −3,790−1.9% | Reduced |
| Rockland Trust Co | 195,288 | $11.0M | 0.56% | −3,291−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 194,445 | $11.0M | 0.02% | −20,443−9.5% | Reduced |
| Mizuho Securities USA LLC | 192,225 | $10.9M | 0.20% | +60,759+46.2% | Added |
| Crossmark Global Holdings, Inc. | 190,814 | $10.8M | 0.20% | +5,488+3.0% | Added |
| Atria Wealth Solutions, Inc. | 190,678 | $10.8M | 0.12% | +21,516+12.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 191,295 | $10.7M | 0.34% | −61,128−24.2% | Reduced |
| Zions Bancorporation, N.A. | 188,331 | $10.7M | 0.67% | +20,480+12.2% | Added |
| Stonebridge Capital Advisors LLC | 186,552 | $10.6M | 0.85% | −650.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 186,395 | $10.5M | 0.05% | +117,224+169.5% | Added |
| Brookstone Capital Management | 186,155 | $10.5M | 0.15% | +18,516+11.0% | Added |
| Elo Mutual Pension Insurance Co | 185,016 | $10.5M | 0.22% | −7,637−4.0% | Reduced |
| Premier Fund Managers Ltd | 186,300 | $10.4M | 0.37% | +16,100+9.5% | Added |
| Atria Investments LLC | 183,154 | $10.4M | 0.13% | +55,296+43.2% | Added |
| River Road Asset Management, LLC | 182,484 | $10.3M | 0.14% | −33,839−15.6% | Reduced |
| Banco Santander, S.A. | 180,716 | $10.2M | 0.12% | −295,182−62.0% | Reduced |
| United Capital Financial Advisers, LLC | 180,241 | $10.2M | 0.09% | +5,615+3.2% | Added |
| Steel Peak Wealth Management LLC | 180,089 | $10.2M | 0.42% | +180,089 | New |
| Hunter Perkins Capital Management, LLC | 178,550 | $10.1M | 2.12% | −19,000−9.6% | Reduced |
| Miramar Capital, LLC | 178,261 | $10.1M | 2.40% | +169,385+1,908.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 174,712 | $9.88M | 1.09% | 00.0% | Unchanged |
| Claret Asset Management Corp | 174,623 | $9.88M | 1.56% | +2,199+1.3% | Added |
| Ethic Inc. | 174,424 | $9.87M | 0.20% | +6,044+3.6% | Added |
| Oregon Public Employees Retirement Fund | 173,899 | $9.84M | 0.18% | +450+0.3% | Added |
| MAI Capital Management | 173,864 | $9.83M | 0.07% | +57,178+49.0% | Added |
| F&V Capital Management, LLC | 172,158 | $9.74M | 2.56% | +1,600+0.9% | Added |
| Intech Investment Management LLC | 171,886 | $9.72M | 0.09% | −217,624−55.9% | Reduced |
| MUFG Securities EMEA plc | 171,000 | $9.67M | 0.18% | +45,001+35.7% | Added |
| Canal Insurance CO | 170,000 | $9.62M | 2.50% | 00.0% | Unchanged |
| BancorpSouth Bank | 169,558 | $9.59M | 0.65% | −2,241−1.3% | Reduced |
| GWM Advisors LLC | 168,112 | $9.51M | 0.06% | +8,071+5.0% | Added |
| Dana Investment Advisors, Inc. | 167,907 | $9.50M | 0.31% | −309−0.2% | Reduced |
| Fiduciary Trust Co | 167,615 | $9.48M | 0.13% | −11,945−6.7% | Reduced |
| Stephens Inc | 167,394 | $9.47M | 0.13% | +12,085+7.8% | Added |
| Congress Wealth Management LLC | 167,347 | $9.47M | 0.13% | −22,622−11.9% | Reduced |
| Thrivent Financial for Lutherans | 166,479 | $9.45M | 0.02% | +49,678+42.5% | Added |
| Kestra Private Wealth Services, LLC | 167,012 | $9.45M | 0.16% | +4,089+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 166,703 | $9.43M | 0.14% | −5,860−3.4% | Reduced |
| Belpointe Asset Management LLC | 188,441 | $9.41M | 0.57% | −6,943−3.6% | Reduced |