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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 9,592 | $585.0K | 0.07% | −27−0.3% | Reduced |
| Penn Mutual Asset Management, LLC | 9,600 | $585.5K | 1.12% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 9,625 | $587.1K | 0.47% | +182+1.9% | Added |
| Petros Family Wealth, LLC | 9,633 | $587.5K | 0.65% | +78+0.8% | Added |
| Nautilus Advisors LLC | 9,646 | $588.3K | 0.49% | −100−1.0% | Reduced |
| Madden Securities Corp | 9,680 | $590.4K | 0.23% | +105+1.1% | Added |
| LeClair Wealth Partners LLC | 9,689 | $590.9K | 0.43% | +26+0.3% | Added |
| Summit Asset Management, LLC | 9,695 | $591.3K | 0.10% | +1,783+22.5% | Added |
| Clear Street Markets LLC | 9,700 | $591.6K | 0.41% | −42,000−81.2% | Reduced |
| First Financial Corp | 9,742 | $594.2K | 0.29% | −11−0.1% | Reduced |
| Argentarii, LLC | 9,755 | $595.0K | 0.30% | +5,361+122.0% | Added |
| Pacific Point Advisors, LLC | 9,802 | $597.8K | 0.34% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 9,842 | $600.3K | 0.33% | −30.0% | Reduced |
| Guardian Investment Management | 9,850 | $600.8K | 0.51% | −1,500−13.2% | Reduced |
| LCM Capital Management Inc | 9,855 | $601.1K | 0.35% | −66−0.7% | Reduced |
| Formidable Asset Management, LLC | 9,860 | $601.4K | 0.10% | −792−7.4% | Reduced |
| Ameriflex Group, Inc. | 9,872 | $602.1K | 0.25% | +4,409+80.7% | Added |
| Dark Forest Capital Management LP | 9,872 | $602.1K | 0.03% | +6,172+166.8% | Added |
| Diligent Investors, LLC | 9,898 | $603.7K | 0.15% | −1,000−9.2% | Reduced |
| BBR Partners, LLC | 9,912 | $604.5K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 9,951 | $606.9K | 0.15% | −284−2.8% | Reduced |
| Wolff Financial Management LLC | 9,950 | $607.0K | 0.17% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 9,962 | $607.6K | 0.22% | −28−0.3% | Reduced |
| Founders Financial Securities LLC | 12,569 | $609.1K | 0.05% | +190+1.5% | Added |
| Confluence Wealth Services, Inc. | 12,596 | $611.3K | 0.04% | −152−1.2% | Reduced |
| Massmutual Trust Co FSB | 10,031 | $611.8K | 0.02% | +1,344+15.5% | Added |
| Legacy Wealth Asset Management, LLC | 10,036 | $612.1K | 0.17% | +52+0.5% | Added |
| Welch Group, LLC | 10,210 | $612.8K | 0.03% | −1,669−14.1% | Reduced |
| Paradigm Capital Management Inc | 10,100 | $616.0K | 0.03% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10,108 | $616.5K | 0.58% | +750+8.0% | Added |
| Broderick Brian C | 10,117 | $617.0K | 0.13% | −1,700−14.4% | Reduced |
| New Hampshire Trust | 10,125 | $617.5K | 0.14% | +30+0.3% | Added |
| Union Savings Bank | 10,137 | $618.2K | 0.30% | +40+0.4% | Added |
| E Fund Management Co., Ltd. | 10,142 | $618.6K | 0.03% | −669−6.2% | Reduced |
| Alta Advisers Ltd | 10,150 | $619.0K | 0.26% | +3,400+50.4% | Added |
| Aurdan Capital Management, LLC | 10,163 | $619.8K | 0.23% | +163+1.6% | Added |
| Glen Eagle Advisors, LLC | 10,190 | $621.5K | 0.10% | +6,761+197.2% | Added |
| Biltmore Family Office, LLC | 10,192 | $621.6K | 0.11% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 10,200 | $622.1K | 0.76% | +10,200 | New |
| Hudson Valley Investment Advisors Inc | 10,209 | $622.6K | 0.07% | −319−3.0% | Reduced |
| HCR Wealth Advisors | 10,213 | $622.9K | 0.08% | −275−2.6% | Reduced |
| NBC Securities, Inc. | 10,221 | $623.0K | 0.05% | +10,211+102,110.0% | Added |
| 626 Financial, LLC | 10,226 | $623.7K | 0.32% | +173+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,432 | $626.1K | 0.10% | +178+1.7% | Added |
| Farmers National Bank | 10,362 | $632.0K | 0.18% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 10,363 | $632.0K | 0.33% | +97+0.9% | Added |
| Westmount Partners, LLC | 10,384 | $633.3K | 0.19% | +9+0.1% | Added |
| Visionary Horizons, LLC | 10,423 | $635.7K | 0.45% | −1,796−14.7% | Reduced |
| Diversify Wealth Management, LLC | 13,002 | $639.9K | 0.05% | −1,121−7.9% | Reduced |
| Beacon Investment Advisors LLC | 10,494 | $640.1K | 0.30% | +62+0.6% | Added |
| Independence Bank of Kentucky | 10,498 | $640.3K | 0.10% | −99−0.9% | Reduced |
| Secure Asset Management, LLC | 10,512 | $641.1K | 0.13% | +664+6.7% | Added |
| Kestra Investment Management, LLC | 10,520 | $641.6K | 0.02% | +2,691+34.4% | Added |
| FCG Investment Co | 10,552 | $643.6K | 0.40% | +10,552 | New |
| Red Door Wealth Management, LLC | 10,592 | $646.0K | 0.10% | −196−1.8% | Reduced |
| Sunbelt Securities, Inc. | 10,619 | $647.7K | 0.06% | −9,467−47.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 10,664 | $650.4K | 0.05% | −190−1.8% | Reduced |
| Avidian Wealth Solutions, LLC | 10,674 | $651.0K | 0.03% | −1,722−13.9% | Reduced |
| Stephenson National Bank & Trust | 10,747 | $655.5K | 0.24% | −549−4.9% | Reduced |
| WealthShield Partners, LLC | 10,763 | $656.5K | 0.08% | +82+0.8% | Added |
| Centennial Bank | 10,784 | $657.7K | 0.31% | +300+2.9% | Added |
| Legacy Private Trust Co. | 10,819 | $659.9K | 0.05% | +1,068+11.0% | Added |
| Financial Advisory Corp | 10,944 | $667.0K | 0.21% | −3,372−23.6% | Reduced |
| Krilogy Financial LLC | 10,941 | $667.3K | 0.04% | +856+8.5% | Added |
| Pettinga Financial Advisors, LLC | 11,058 | $674.4K | 0.16% | −50−0.5% | Reduced |
| Fiducient Advisors LLC | 11,061 | $674.7K | 0.08% | +4,061+58.0% | Added |
| Lindbrook Capital, LLC | 11,073 | $675.3K | 0.06% | −1,581−12.5% | Reduced |
| Fort Sheridan Advisors LLC | 11,102 | $677.1K | 0.10% | +4,226+61.5% | Added |
| Alpine Bank Wealth Management | 11,110 | $677.6K | 0.11% | +11,110 | New |
| First Nebraska Trust Co | 11,140 | $679.4K | 0.07% | +150+1.4% | Added |
| First Financial Bank - Trust Division | 11,168 | $681.1K | 0.07% | −139−1.2% | Reduced |
| Roundview Capital LLC | 11,197 | $682.9K | 0.05% | +95+0.9% | Added |
| Morningstar Investment Management LLC | 11,191 | $683.0K | 0.06% | −8,775−43.9% | Reduced |
| Chicago Capital, LLC | 11,262 | $686.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 14,158 | $687.1K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 11,266 | $687.1K | 0.10% | +11,266 | New |
| Paradigm Financial Partners, LLC | 11,281 | $688.0K | 0.09% | +1,489+15.2% | Added |
| Solitude Financial Services | 11,310 | $689.8K | 0.27% | +1,000+9.7% | Added |
| Court Place Advisors, LLC | 11,324 | $690.7K | 0.23% | −1,033−8.4% | Reduced |
| Aull & Monroe Investment Management Corp | 11,337 | $691.4K | 0.34% | −34−0.3% | Reduced |
| Cove Private Wealth, LLC | 11,345 | $691.9K | 0.36% | +2,350+26.1% | Added |
| Park Place Capital Corp | 11,372 | $693.6K | 0.19% | −1,391−10.9% | Reduced |
| Juncture Wealth Strategies, LLC | 11,372 | $693.6K | 0.27% | +30+0.3% | Added |
| Estabrook Capital Management | 11,395 | $695.0K | 0.11% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 11,417 | $696.3K | 0.21% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11,444 | $698.0K | 0.27% | −133−1.1% | Reduced |
| Flossbach Von Storch AG | 11,465 | $699.3K | 0.00% | +11,465 | New |
| Retirement Planning Co of New England, Inc. | 11,483 | $700.4K | 0.36% | −57−0.5% | Reduced |
| Harold Davidson & Associates Inc. | 11,486 | $700.5K | 0.38% | −125−1.1% | Reduced |
| Everpar Advisors LLC | 11,493 | $701.0K | 0.37% | −652−5.4% | Reduced |
| Beaumont Financial Advisors, LLC | 11,500 | $701.4K | 0.06% | −223−1.9% | Reduced |
| Apriem Advisors | 11,506 | $701.8K | 0.08% | −3,474−23.2% | Reduced |
| Eisler Capital Management Ltd. | 11,599 | $707.1K | 0.02% | −9,064−43.9% | Reduced |
| Montecito Bank & Trust | 11,604 | $707.7K | 0.13% | −620−5.1% | Reduced |
| Indiana Trust & Investment Management CO | 11,609 | $708.0K | 0.26% | −500−4.1% | Reduced |
| GeoWealth Management, LLC | 11,617 | $708.5K | 0.03% | −2,150−15.6% | Reduced |
| M Holdings Securities, Inc. | 11,622 | $709.0K | 0.12% | −580−4.8% | Reduced |
| Mendel Money Management | 11,678 | $712.2K | 0.34% | +85+0.7% | Added |
| Park Circle Co | 11,700 | $713.6K | 0.64% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 11,706 | $713.9K | 0.44% | −4,325−27.0% | Reduced |