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, Q1 2025
Institutional positions in Bristol Myers Squibb Co as of Mar 31, 2025. 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
- 2,486
- +35 vs. Q4 2024
- Shares held
- 1.63B
- +45.9M (+2.9%) vs. Q4 2024
- Total value
- $99.3B
- +$9.75B (+10.9%) vs. Q4 2024
- New holders
- 201
- 956 more added
- Sold out
- 166
- 990 more reduced
44 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bristol Myers Squibb Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 2 | $103 | 0.00% | −8,098−100.0% | Reduced |
| Pineridge Advisors LLC | 6 | $349 | 0.00% | −260−97.7% | Reduced |
| Aspect Partners, LLC | 6 | $366 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 9 | $374 | 0.00% | +9 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $426 | 0.01% | +7 | New |
| GoalVest Advisory LLC | 8 | $488 | 0.00% | +8 | New |
| Bear Mountain Capital, Inc. | 10 | $508 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 9 | $549 | 0.00% | +9 | New |
| Greenline Partners, LLC | 12 | $732 | 0.00% | +12 | New |
| Transce3nd, LLC | 13 | $800 | 0.00% | −471−97.3% | Reduced |
| Finley Financial, LLC | 18 | $886 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 24 | $1.46K | 0.00% | +4+20.0% | Added |
| Capital A Wealth Management, LLC | 28 | $1.71K | 0.00% | +11+64.7% | Added |
| First Pacific Financial | 29 | $1.77K | 0.00% | +21+262.5% | Added |
| JDM Financial Group LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 33 | $2.01K | 0.00% | −391−92.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 34 | $2.07K | 0.00% | −214−86.3% | Reduced |
| Perkins Coie Trust Co | 38 | $2.32K | 0.00% | +6+18.8% | Added |
| Riggs Asset Managment Co. Inc. | 38 | $2.32K | 0.00% | −10−20.8% | Reduced |
| New Millennium Group LLC | 43 | $2.65K | 0.00% | −11−20.4% | Reduced |
| MPWM Advisory Solutions, LLC | 44 | $2.68K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 44 | $2.72K | 0.16% | −13−22.8% | Reduced |
| Holos Integrated Wealth LLC | 49 | $2.99K | 0.00% | −158−76.3% | Reduced |
| Pin Oak Investment Advisors Inc | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 54 | $3.29K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 63 | $3.39K | 0.00% | +12+23.5% | Added |
| Synergy Investment Management, LLC | 62 | $3.78K | 0.00% | +62 | New |
| Winnow Wealth LLC | 65 | $3.96K | 0.00% | +21+47.7% | Added |
| Ulland Investment Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $4.03K | 0.00% | −26,196−99.7% | Reduced |
| NVWM, LLC | 71 | $4.35K | 0.00% | +10+16.4% | Added |
| WealthTrak Capital Management LLC | 78 | $4.76K | 0.00% | −113−59.2% | Reduced |
| Groupe la Francaise | 89 | $4.81K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 79 | $4.82K | 0.00% | +52+192.6% | Added |
| Semmax Financial Advisors Inc. | 110 | $5.10K | 0.00% | +19+20.9% | Added |
| Curio Wealth, LLC | 2 | $5.17K | 0.00% | −78−97.5% | Reduced |
| Anfield Capital Management, LLC | 85 | $5.18K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $6.10K | 0.00% | −40−28.6% | Reduced |
| Your Advocates Ltd., LLP | 100 | $6.10K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $6.10K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 101 | $6.16K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 107 | $6.53K | 0.00% | −33−23.6% | Reduced |
| Lowe Wealth Advisors, LLC | 110 | $6.71K | 0.00% | +100+1,000.0% | Added |
| Kozak & Associates, Inc. | 136 | $7.00K | 0.00% | +1+0.7% | Added |
| Hurley Capital, LLC | 116 | $7.08K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 120 | $7.34K | 0.00% | +1+0.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 128 | $7.79K | 0.00% | +128 | New |
| Financial Avengers, Inc. | 132 | $8.07K | 0.00% | +1+0.8% | Added |
| Red Tortoise LLC | 138 | $8.42K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 140 | $8.52K | 0.01% | −2−1.4% | Reduced |
| Winthrop Capital Management, LLC | 152 | $9.00K | 0.00% | +152 | New |
| MeadowBrook Investment Advisors LLC | 150 | $9.15K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 151 | $9.21K | 0.00% | +151 | New |
| 1 North Wealth Services LLC | 156 | $9.51K | 0.00% | +156 | New |
| Iron Horse Wealth Management, LLC | 157 | $9.57K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 165 | $10.0K | 0.00% | −5,137−96.9% | Reduced |
| Tanaka Capital Management Inc | 166 | $10.0K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 177 | $10.8K | 0.01% | +98+124.1% | Added |
| Avion Wealth | 207 | $11.0K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 190 | $11.3K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 189 | $11.5K | 0.01% | +125+195.3% | Added |
| Redmont Wealth Advisors LLC | 198 | $12.1K | 0.02% | +198 | New |
| Morton Brown Family Wealth, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 202 | $12.3K | 0.00% | +14+7.4% | Added |
| Activest Wealth Management | 204 | $12.4K | 0.00% | +192+1,600.0% | Added |
| Legacy Wealth Managment, LLC | 205 | $12.5K | 0.01% | +175+583.3% | Added |
| UMA Financial Services, Inc. | 211 | $12.9K | 0.00% | +32+17.9% | Added |
| REAP Financial Group, LLC | 211 | $12.9K | 0.00% | +54+34.4% | Added |
| BFSG, LLC | 224 | $13.7K | 0.00% | +114+103.6% | Added |
| Pacifica Partners Inc. | 260 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 255 | $15.6K | 0.01% | +100+64.5% | Added |
| Demars Financial Group, LLC | 966,187 | $15.8K | 0.45% | +84,545+9.6% | Added |
| First Community Trust NA | 261 | $15.9K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 267 | $16.3K | 0.01% | +3+1.1% | Added |
| Arlington Trust Co LLC | 274 | $16.7K | 0.00% | −117−29.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 275 | $16.8K | 0.03% | −36−11.6% | Reduced |
| YANKCOM Partnership | 282 | $17.2K | 0.01% | −45−13.8% | Reduced |
| Hager Investment Management Services, LLC | 285 | $17.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 292 | $17.8K | 0.00% | +3+1.0% | Added |
| Stephens Consulting, LLC | 296 | $18.1K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 298 | $18.2K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $18.3K | 0.01% | −150−33.3% | Reduced |
| Montag & Caldwell, LLC | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 303 | $18.5K | 0.01% | +64+26.8% | Added |
| Hollencrest Capital Management | 305 | $18.6K | 0.00% | −187−38.0% | Reduced |
| Abound Wealth Management | 305 | $18.6K | 0.01% | −205−40.2% | Reduced |
| Redwood Park Advisors LLC | 311 | $19.0K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 315 | $19.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 330 | $20.1K | 0.01% | −1,550−82.4% | Reduced |
| IAG Wealth Partners, LLC | 335 | $20.4K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 339 | $20.7K | 0.01% | +339 | New |
| Campbell Capital Management Inc | 350 | $21.3K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 364 | $22.2K | 0.00% | −177−32.7% | Reduced |
| Ball & Co Wealth Management Inc. | 393 | $23.0K | 0.02% | +4+1.0% | Added |