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
- 2,485
- +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
- 989 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 |
|---|---|---|---|---|---|
| Accredited Wealth Management, LLC | 8,237 | $502.4K | 0.42% | −212−2.5% | Reduced |
| Clark Financial Services Group Inc | 8,248 | $503.0K | 0.35% | +2,253+37.6% | Added |
| Apella Capital, LLC | 9,367 | $503.4K | 0.02% | +3,454+58.4% | Added |
| Founders Financial Alliance, LLC | 8,286 | $505.4K | 0.12% | −95−1.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 8,297 | $506.0K | 0.03% | +8,297 | New |
| Diversify Advisory Services, LLC | 10,320 | $508.0K | 0.03% | −48−0.5% | Reduced |
| BSW Wealth Partners | 8,340 | $508.6K | 0.08% | −1,200−12.6% | Reduced |
| Catalyst Financial Partners LLC | 8,351 | $509.3K | 0.09% | +642+8.3% | Added |
| Hara Capital LLC | 8,367 | $510.3K | 0.34% | −1,964−19.0% | Reduced |
| Empower Advisory Group, LLC | 8,368 | $510.4K | 0.00% | +204+2.5% | Added |
| Sumitomo Life Insurance Co | 8,383 | $511.3K | 0.02% | −93−1.1% | Reduced |
| Callahan Advisors, LLC | 8,396 | $512.1K | 0.05% | −177−2.1% | Reduced |
| Investors Asset Management of Georgia Inc | 8,408 | $512.8K | 0.26% | −149−1.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 8,426 | $513.9K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,433 | $514.3K | 0.08% | −1,596−15.9% | Reduced |
| American Alpha Advisors, LLC | 8,455 | $515.7K | 0.46% | −666−7.3% | Reduced |
| National Wealth Management Group, LLC | 8,475 | $516.9K | 0.34% | +3,963+87.8% | Added |
| Sage Mountain Advisors LLC | 8,490 | $517.8K | 0.04% | +527+6.6% | Added |
| Shufro Rose & Co LLC | 8,500 | $518.4K | 0.04% | −60−0.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 8,539 | $520.8K | 0.39% | +57+0.7% | Added |
| Bath Savings Trust Co | 8,545 | $521.2K | 0.05% | −650−7.1% | Reduced |
| Schechter Investment Advisors, LLC | 8,547 | $521.3K | 0.04% | −938−9.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 8,567 | $522.5K | 0.18% | +8,567 | New |
| Commons Capital, LLC | 8,570 | $522.7K | 0.48% | +70+0.8% | Added |
| Perritt Capital Management Inc | 8,632 | $526.5K | 0.29% | −825−8.7% | Reduced |
| Powell Investment Advisors, LLC | 8,653 | $527.7K | 0.26% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 8,664 | $528.0K | 0.58% | −412−4.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 8,658 | $528.1K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 8,676 | $529.2K | 0.06% | −1,408−14.0% | Reduced |
| Norway Savings Bank | 8,678 | $529.3K | 0.30% | −235−2.6% | Reduced |
| McDaniel Terry & Co | 8,720 | $532.0K | 0.05% | 00.0% | Unchanged |
| SOL Capital Management CO | 8,718 | $532.0K | 0.06% | +300+3.6% | Added |
| O'Rourke & Company, Inc | 8,744 | $533.3K | 0.26% | +1,083+14.1% | Added |
| Investors Research Corp | 8,756 | $534.0K | 0.12% | −413−4.5% | Reduced |
| Marathon Capital Management | 8,764 | $534.5K | 0.14% | −44−0.5% | Reduced |
| Trust Co | 8,765 | $534.6K | 0.06% | −4,774−35.3% | Reduced |
| Aspire Private Capital, LLC | 8,771 | $535.0K | 0.13% | +1,129+14.8% | Added |
| Cohen Investment Advisors LLC | 8,779 | $535.4K | 0.31% | −23−0.3% | Reduced |
| Mitchell Sinkler & Starr | 8,780 | $535.5K | 0.15% | −110−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,832 | $538.7K | 0.15% | −8−0.1% | Reduced |
| Drive Wealth Management, LLC | 8,862 | $540.5K | 0.13% | −16−0.2% | Reduced |
| Widmann Financial Services, Inc. | 8,866 | $540.7K | 0.42% | +910+11.4% | Added |
| TBH Global Asset Management, LLC | 8,873 | $541.1K | 0.10% | +51+0.6% | Added |
| Sym Financial Corp | 8,892 | $542.3K | 0.07% | −198−2.2% | Reduced |
| Broadwater Capital Management LLC | 8,900 | $542.8K | 0.42% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,903 | $543.0K | 0.12% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,537 | $545.2K | 0.05% | 00.0% | Unchanged |
| City State Bank | 8,940 | $545.3K | 0.18% | −60−0.7% | Reduced |
| MSH Capital Advisors LLC | 8,947 | $545.7K | 0.17% | −497−5.3% | Reduced |
| James J. Burns & Company, LLC | 8,953 | $546.0K | 0.10% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,080 | $546.7K | 0.09% | +10,080 | New |
| Cornerstone Capital, Inc. | 8,985 | $548.0K | 0.06% | −459−4.9% | Reduced |
| Kercheville Advisors, LLC | 9,001 | $549.0K | 0.22% | +5,305+143.5% | Added |
| Phillips Wealth Planners LLC | 10,859 | $550.7K | 0.58% | −914−7.8% | Reduced |
| Ironwood Financial, llc | 9,029 | $550.7K | 0.12% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,047 | $551.8K | 0.04% | +1,713+23.4% | Added |
| Texas Yale Capital Corp. | 9,050 | $552.0K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 9,058 | $552.4K | 0.03% | +425+4.9% | Added |
| Barry Investment Advisors, LLC | 9,062 | $552.7K | 0.15% | +52+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 9,134 | $557.1K | 0.01% | +410+4.7% | Added |
| Tompkins Financial Corp | 9,151 | $558.1K | 0.05% | +225+2.5% | Added |
| Everhart Financial Group, Inc. | 9,156 | $558.4K | 0.08% | +1,591+21.0% | Added |
| Shepherd Financial Partners LLC | 9,164 | $558.9K | 0.07% | −264−2.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,169 | $559.2K | 0.02% | −324−3.4% | Reduced |
| Pure Financial Advisors, Inc. | 9,174 | $559.5K | 0.01% | +1,366+17.5% | Added |
| Leonteq Securities AG | 9,200 | $560.5K | 0.04% | +9,200 | New |
| Robertson Stephens Wealth Management, LLC | 9,191 | $560.6K | 0.02% | −963−9.5% | Reduced |
| Stonebridge Financial Group, LLC | 9,192 | $560.6K | 0.06% | −647−6.6% | Reduced |
| First National Bank Sioux Falls | 9,195 | $560.8K | 0.23% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 9,211 | $561.8K | 0.29% | +500+5.7% | Added |
| Colonial Trust Co | 9,214 | $562.0K | 0.09% | −803−8.0% | Reduced |
| Hohimer Wealth Management, LLC | 9,233 | $563.1K | 0.11% | −58,020−86.3% | Reduced |
| Aprio Wealth Management, LLC | 9,239 | $563.5K | 0.07% | +957+11.6% | Added |
| Prelude Capital Management, LLC | 9,251 | $564.2K | 0.06% | −16,721−64.4% | Reduced |
| Old North State Wealth Management, LLC | 9,268 | $565.9K | 0.31% | −15−0.2% | Reduced |
| Smith, Salley & Associates | 9,296 | $567.0K | 0.04% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 9,314 | $568.1K | 0.02% | +9,314 | New |
| Walter & Keenan Financial Consulting Co | 9,341 | $569.7K | 0.17% | +115+1.2% | Added |
| Marble Harbor Investment Counsel, LLC | 9,343 | $569.8K | 0.06% | −1,400−13.0% | Reduced |
| Boothbay Fund Management, LLC | 9,350 | $570.3K | 0.02% | −17,087−64.6% | Reduced |
| Crawford Investment Counsel Inc | 9,392 | $572.8K | 0.01% | +917+10.8% | Added |
| Seelaus Asset Management LLC | 9,400 | $573.3K | 0.55% | −591−5.9% | Reduced |
| Abbot Financial Management, Inc. | 9,441 | $575.8K | 0.30% | 00.0% | Unchanged |
| Ipsen Advisor Group LLC | 9,445 | $576.1K | 0.50% | +64+0.7% | Added |
| Wedmont Private Capital | 11,362 | $576.2K | 0.03% | +875+8.3% | Added |
| Axq Capital, LP | 9,456 | $576.7K | 0.23% | +9,456 | New |
| BankPlus Wealth Management LLC | 9,458 | $576.8K | 0.42% | +247+2.7% | Added |
| Arete Wealth Advisors, LLC | 9,467 | $577.0K | 0.04% | +1,721+22.2% | Added |
| CVA Family Office, LLC | 9,469 | $577.5K | 0.09% | +60+0.6% | Added |
| Forbes J M & Co LLP | 9,484 | $578.4K | 0.06% | −1,326−12.3% | Reduced |
| Investment Partners Asset Management, Inc. | 9,497 | $579.2K | 0.45% | −10.0% | Reduced |
| Texas Bank & Trust Co | 9,502 | $579.5K | 0.25% | −3,713−28.1% | Reduced |
| Integrated Investment Consultants, LLC | 9,512 | $580.1K | 0.12% | −13,361−58.4% | Reduced |
| Pathway Financial Advisers, LLC | 9,521 | $580.7K | 0.20% | +487+5.4% | Added |
| Advisory Alpha, LLC | 9,521 | $580.7K | 0.02% | +883+10.2% | Added |
| Cyndeo Wealth Partners, LLC | 9,529 | $581.2K | 0.04% | −10.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,532 | $581.4K | 0.14% | +400+4.4% | Added |
| TRUE Private Wealth Advisors | 9,561 | $583.1K | 0.07% | +348+3.8% | Added |
| Kathmere Capital Management, LLC | 9,574 | $583.9K | 0.05% | −1,064−10.0% | Reduced |
| North Star Asset Management Inc | 9,577 | $584.1K | 0.03% | −2,448−20.4% | Reduced |