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 |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 71,778 | $4.06M | 1.74% | +306+0.4% | Added |
| Cullinan Associates Inc | 71,604 | $4.05M | 0.26% | −20,628−22.4% | Reduced |
| Empirical Finance, LLC | 71,603 | $4.05M | 0.23% | −1,073−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 71,555 | $4.05M | 0.30% | −15,901−18.2% | Reduced |
| Patten & Patten Inc | 71,551 | $4.05M | 0.27% | −6,728−8.6% | Reduced |
| Hamilton Wealth, LLC | 71,452 | $4.04M | 0.98% | −124,446−63.5% | Reduced |
| Independent Advisor Alliance | 71,049 | $4.02M | 0.05% | +25,330+55.4% | Added |
| Farmers & Merchants Investments Inc | 70,756 | $4.00M | 0.13% | −892−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 70,763 | $3.97M | 0.42% | +1,262+1.8% | Added |
| Sivik Global Healthcare LLC | 70,000 | $3.96M | 2.19% | +70,000 | New |
| Mid-American Wealth Advisory Group, Inc. | 69,662 | $3.94M | 2.32% | −16,207−18.9% | Reduced |
| Cypress Capital Group | 69,526 | $3.93M | 0.48% | −5,350−7.1% | Reduced |
| Snowden Capital Advisors LLC | 69,058 | $3.91M | 0.12% | −35,723−34.1% | Reduced |
| Adviser Investments LLC | 68,932 | $3.90M | 0.05% | +38+0.1% | Added |
| Wolverine Trading, LLC | 69,543 | $3.90M | 0.09% | −20,508−22.8% | Reduced |
| Axxcess Wealth Management, LLC | 68,530 | $3.88M | 0.10% | −5,823−7.8% | Reduced |
| Ontario Teachers Pension Plan Board | 68,339 | $3.87M | 0.05% | +13,394+24.4% | Added |
| Argyle Capital Management Inc. | 67,367 | $3.81M | 1.50% | +2,550+3.9% | Added |
| Hohimer Wealth Management, LLC | 67,253 | $3.80M | 0.72% | −1,223−1.8% | Reduced |
| Verdence Capital Advisors LLC | 66,752 | $3.78M | 0.30% | −12,042−15.3% | Reduced |
| Good Life Advisors, LLC | 66,721 | $3.77M | 0.27% | +34,459+106.8% | Added |
| Haverford Trust Co | 66,704 | $3.77M | 0.04% | −525−0.8% | Reduced |
| Morse Asset Management, Inc | 66,292 | $3.75M | 0.86% | +56,292+562.9% | Added |
| Benedict Financial Advisors Inc | 66,123 | $3.74M | 0.91% | +817+1.3% | Added |
| Ostrum Asset Management | 65,838 | $3.72M | 0.32% | −59,655−47.5% | Reduced |
| Jacobi Capital Management LLC | 65,782 | $3.72M | 0.28% | −3,093−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 65,346 | $3.70M | 0.04% | +10,616+19.4% | Added |
| Exome Asset Management LLC | 65,200 | $3.69M | 2.77% | −12,800−16.4% | Reduced |
| Gladstone Institutional Advisory LLC | 65,054 | $3.68M | 0.17% | −5,952−8.4% | Reduced |
| Shell Asset Management Co | 64,402 | $3.64M | 0.16% | −4,486−6.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,396 | $3.64M | 0.08% | +140+0.2% | Added |
| Assenagon Asset Management S.A. | 64,169 | $3.63M | 0.01% | −220.0% | Reduced |
| Mengis Capital Management, Inc. | 63,533 | $3.59M | 0.73% | −1,640−2.5% | Reduced |
| Avantax Planning Partners, Inc. | 63,361 | $3.58M | 0.13% | +1,705+2.8% | Added |
| Hallmark Capital Management Inc | 62,931 | $3.56M | 0.27% | −7,824−11.1% | Reduced |
| Ameritas Investment Partners, Inc. | 62,260 | $3.52M | 0.11% | +10,299+19.8% | Added |
| Fulton Bank, N.A. | 62,249 | $3.52M | 0.14% | +3,062+5.2% | Added |
| Keene & Associates, Inc. | 61,881 | $3.50M | 2.81% | +326+0.5% | Added |
| AE Wealth Management LLC | 61,506 | $3.48M | 0.03% | +3,264+5.6% | Added |
| Catherine Avery Investment Management LLC | 61,280 | $3.47M | 3.06% | +61,280 | New |
| 44 Wealth Management LLC | 61,050 | $3.45M | 1.33% | −2,235−3.5% | Reduced |
| Quantitative Investment Management, LLC | 60,952 | $3.45M | 0.26% | +60,952 | New |
| Horizon Kinetics Asset Management LLC | 60,476 | $3.42M | 0.04% | +1,094+1.8% | Added |
| Allstate Corp | 60,310 | $3.41M | 0.10% | +60,310 | New |
| HighPoint Advisor Group LLC | 60,927 | $3.41M | 0.19% | +4,160+7.3% | Added |
| First Bank & Trust | 60,268 | $3.41M | 0.65% | +19,878+49.2% | Added |
| Wakefield Asset Management LLLP | 60,226 | $3.41M | 1.15% | +60,226 | New |
| Capital International Ltd | 60,180 | $3.40M | 0.14% | +452+0.8% | Added |
| American Financial Group Inc | 60,000 | $3.39M | 1.55% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 59,946 | $3.39M | 0.25% | +5,557+10.2% | Added |
| Perigon Wealth Management, LLC | 60,093 | $3.39M | 0.08% | +11,536+23.8% | Added |
| Ar Asset Management Inc | 59,774 | $3.38M | 0.77% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 59,492 | $3.37M | 0.26% | −9,811−14.2% | Reduced |
| Donaldson Capital Management, LLC | 59,395 | $3.36M | 0.13% | +22,653+61.7% | Added |
| LGT Fund Management Co Ltd. | 59,088 | $3.34M | 0.29% | +3,338+6.0% | Added |
| Shorepoint Capital Partners LLC | 58,426 | $3.30M | 0.76% | +1,248+2.2% | Added |
| Everence Capital Management Inc | 58,360 | $3.30M | 0.21% | −17,420−23.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 58,253 | $3.29M | 0.12% | +2,769+5.0% | Added |
| Family Management Corp | 59,830 | $3.29M | 0.53% | +59,830 | New |
| Inspire Trust Co, N.A. | 58,000 | $3.28M | 0.84% | −45,500−44.0% | Reduced |
| Roanoke Asset Management Corp | 57,902 | $3.27M | 1.05% | +1,883+3.4% | Added |
| Sound View Wealth Advisors Group, LLC | 57,844 | $3.27M | 0.26% | −8,683−13.1% | Reduced |
| Caisse des Depots Et Consignations | 57,487 | $3.25M | 0.16% | +57,487 | New |
| Wedbush Securities Inc | 57,386 | $3.25M | 0.12% | +1,618+2.9% | Added |
| Mechanics Bank Trust Department | 57,154 | $3.23M | 0.43% | −3,725−6.1% | Reduced |
| Poehling Capital Management, LLC | 57,104 | $3.23M | 0.79% | −34−0.1% | Reduced |
| Sage Capital Advisors,llc | 57,039 | $3.23M | 0.84% | +567+1.0% | Added |
| Sowell Financial Services LLC | 56,823 | $3.21M | 0.17% | −2,277−3.9% | Reduced |
| Park Avenue Securities LLC | 56,806 | $3.21M | 0.03% | +13,952+32.6% | Added |
| Lipe & Dalton | 56,769 | $3.21M | 1.70% | +208+0.4% | Added |
| Trustmark National Bank Trust Department | 56,315 | $3.19M | 0.24% | +17,945+46.8% | Added |
| Promethium Advisors,llc | 56,050 | $3.17M | 2.17% | −13,500−19.4% | Reduced |
| Royal Fund Management, LLC | 55,533 | $3.16M | 0.34% | −494−0.9% | Reduced |
| Intact Investment Management Inc. | 55,800 | $3.16M | 0.11% | −248,600−81.7% | Reduced |
| Sippican Capital Advisors | 55,752 | $3.15M | 2.30% | −927−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 55,689 | $3.15M | 0.09% | +11,583+26.3% | Added |
| First Interstate Bank | 55,670 | $3.15M | 0.19% | −1,060−1.9% | Reduced |
| Castleview Partners, LLC | 55,193 | $3.13M | 1.69% | +5,752+11.6% | Added |
| Quintet Private Bank (Europe) S.A. | 55,357 | $3.13M | 0.17% | −5,313−8.8% | Reduced |
| Mutual Advisors, LLC | 55,393 | $3.12M | 0.09% | +741+1.4% | Added |
| First National Trust Co | 55,210 | $3.12M | 0.12% | −5,037−8.4% | Reduced |
| Sigma Planning Corp | 55,203 | $3.12M | 0.10% | −1,103−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 55,130 | $3.12M | 0.25% | +532+1.0% | Added |
| Longbow Finance SA | 54,908 | $3.11M | 0.34% | +2,600+5.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 58,309 | $3.10M | 0.54% | −1,717−2.9% | Reduced |
| Pitcairn Co | 54,721 | $3.10M | 0.18% | +5,763+11.8% | Added |
| Exchange Capital Management, Inc. | 54,533 | $3.08M | 0.49% | +11,531+26.8% | Added |
| Bonness Enterprises Inc | 54,300 | $3.07M | 1.08% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 54,293 | $3.07M | 0.44% | −24,503−31.1% | Reduced |
| SS&H Financial Advisors, Inc. | 53,900 | $3.05M | 1.11% | +5,025+10.3% | Added |
| Shelter Mutual Insurance Co | 53,800 | $3.04M | 0.76% | 00.0% | Unchanged |
| Taika Capital, LP | 53,795 | $3.04M | 2.32% | +53,795 | New |
| PFG Investments, LLC | 53,552 | $3.03M | 0.19% | −5,234−8.9% | Reduced |
| AIMZ Investment Advisors, LLC | 53,104 | $3.00M | 1.04% | −145−0.3% | Reduced |
| 3Chopt Investment Partners, LLC | 53,005 | $3.00M | 1.03% | +2,726+5.4% | Added |
| GQG Partners LLC | 52,856 | $2.99M | 0.00% | +52,856 | New |
| Ferguson Wellman Capital Management, Inc | 52,692 | $2.98M | 0.06% | −2,929−5.3% | Reduced |
| Providence Capital Advisors, LLC | 52,480 | $2.97M | 0.60% | +221+0.4% | Added |
| Woodstock Corp | 52,267 | $2.96M | 0.28% | −7,447−12.5% | Reduced |
| EagleClaw Capital Managment, LLC | 52,018 | $2.94M | 0.47% | −4,600−8.1% | Reduced |