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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 11,776 | $718.2K | 0.05% | −5,514−31.9% | Reduced |
| Plancorp, LLC | 11,800 | $719.7K | 0.03% | +50.0% | Added |
| PKO Investment Management Joint-Stock Co | 12,000 | $731.9K | 0.08% | −4,000−25.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 12,000 | $731.9K | 0.00% | +12,000 | New |
| Waters Parkerson & Co., LLC | 12,005 | $732.2K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 12,042 | $734.4K | 0.15% | 00.0% | Unchanged |
| Algert Global LLC | 12,090 | $737.4K | 0.02% | −91,485−88.3% | Reduced |
| Centaurus Financial, Inc. | 12,122 | $739.0K | 0.04% | −53−0.4% | Reduced |
| Nichols & Pratt Advisers LLP | 12,145 | $740.7K | 0.05% | −400−3.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,148 | $740.9K | 0.05% | −291−2.3% | Reduced |
| BEAM Asset Management, LLC | 12,165 | $741.9K | 0.25% | −800−6.2% | Reduced |
| Clarendon Private LLC | 12,174 | $742.5K | 0.78% | +1,647+15.6% | Added |
| Keebeck Wealth Management, LLC | 12,223 | $745.5K | 0.11% | −9,448−43.6% | Reduced |
| Atwood & Palmer Inc | 12,234 | $746.2K | 0.05% | +506+4.3% | Added |
| Baxter Bros Inc | 12,240 | $746.5K | 0.10% | −1,008−7.6% | Reduced |
| Strategic Blueprint, LLC | 12,249 | $747.1K | 0.04% | −435−3.4% | Reduced |
| Signet Financial Management, LLC | 12,263 | $747.9K | 0.10% | −1,061−8.0% | Reduced |
| ICONIQ Capital, LLC | 12,317 | $751.2K | 0.01% | +2,140+21.0% | Added |
| Quotient Wealth Partners, LLC | 12,317 | $751.2K | 0.02% | +3,668+42.4% | Added |
| Capital Advisors Inc | 12,340 | $752.6K | 0.01% | −226−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,354 | $753.0K | 0.01% | −100−0.8% | Reduced |
| Simon Quick Advisors, LLC | 12,348 | $753.1K | 0.04% | +3,317+36.7% | Added |
| Harbor Investment Advisory, LLC | 12,351 | $753.3K | 0.07% | −750−5.7% | Reduced |
| Waldron Private Wealth LLC | 12,355 | $753.5K | 0.04% | −16,143−56.6% | Reduced |
| Grandfield & Dodd, LLC | 12,356 | $753.6K | 0.05% | −598−4.6% | Reduced |
| Burney Co | 12,368 | $754.3K | 0.03% | −385−3.0% | Reduced |
| Concord Asset Management, LLC | 15,559 | $755.1K | 0.17% | +1,022+7.0% | Added |
| Anchor Investment Management, LLC | 12,431 | $758.1K | 0.07% | −2,055−14.2% | Reduced |
| Gold Investment Management Ltd. | 12,447 | $759.1K | 0.32% | −325−2.5% | Reduced |
| Lion Street Advisors, LLC | 12,486 | $761.6K | 0.24% | −149−1.2% | Reduced |
| SageView Advisory Group, LLC | 12,491 | $761.8K | 0.03% | +647+5.5% | Added |
| Uncommon Cents Investing LLC | 12,503 | $762.6K | 0.22% | +13+0.1% | Added |
| Prudent Man Advisors, LLC | 12,585 | $767.6K | 0.28% | +273+2.2% | Added |
| Everett Harris & Co | 12,670 | $772.7K | 0.01% | −131−1.0% | Reduced |
| Perkins Capital Management Inc | 12,730 | $776.4K | 0.82% | −495−3.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,735 | $776.7K | 0.30% | +614+5.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,779 | $779.4K | 0.09% | −255−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 12,835 | $782.8K | 0.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 12,881 | $785.6K | 0.02% | +3,250+33.7% | Added |
| Alpha Family Trust | 12,920 | $788.0K | 0.46% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 12,949 | $789.7K | 0.11% | −2,877−18.2% | Reduced |
| Vectors Research Management, LLC | 13,000 | $792.9K | 0.28% | −247−1.9% | Reduced |
| Capital Analysts, LLC | 12,994 | $793.0K | 0.03% | −431−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 16,658 | $793.2K | 0.03% | −1,735−9.4% | Reduced |
| Headinvest, LLC | 13,019 | $794.0K | 0.15% | −3,027−18.9% | Reduced |
| Finer Wealth Management, Inc. | 13,047 | $795.7K | 0.48% | −2,804−17.7% | Reduced |
| Richwood Investment Advisors, LLC | 13,078 | $797.6K | 0.68% | +730+5.9% | Added |
| Tempus Wealth Planning, LLC | 13,088 | $798.2K | 0.24% | −1,815−12.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 13,090 | $798.4K | 0.04% | +2,904+28.5% | Added |
| Midland Wealth Advisors LLC | 13,095 | $798.7K | 0.05% | −986−7.0% | Reduced |
| Woodmont Investment Counsel LLC | 13,096 | $798.7K | 0.06% | +90+0.7% | Added |
| United Advisor Group, LLC | 13,106 | $799.3K | 0.16% | −7,285−35.7% | Reduced |
| Checchi Capital Advisers, LLC | 13,114 | $799.9K | 0.06% | +1,076+8.9% | Added |
| OmniStar Financial Group, Inc. | 13,152 | $802.2K | 0.63% | +13,152 | New |
| Physicians Financial Services, Inc. | 13,206 | $805.0K | 0.26% | −375−2.8% | Reduced |
| Boston Trust Walden Corp | 13,207 | $805.5K | 0.01% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 13,230 | $806.9K | 0.26% | +3,293+33.1% | Added |
| FourThought Financial Partners, LLC | 13,249 | $808.0K | 0.08% | −100,651−88.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,287 | $810.4K | 0.17% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 13,305 | $811.5K | 0.07% | −804−5.7% | Reduced |
| Argyle Capital Partners, LLC | 13,349 | $814.1K | 0.70% | −836−5.9% | Reduced |
| Quadcap Wealth Management, LLC | 13,357 | $814.6K | 0.12% | −6,228−31.8% | Reduced |
| Legacy Financial Advisors, Inc. | 13,381 | $816.1K | 0.14% | +813+6.5% | Added |
| City Holding Co | 13,383 | $816.2K | 0.11% | +1,700+14.6% | Added |
| Skopos Labs, Inc. | 13,432 | $819.2K | 0.18% | −2,636−16.4% | Reduced |
| Ameritas Advisory Services, LLC | 14,048 | $823.5K | 0.03% | −1,759−11.1% | Reduced |
| Lifeworks Advisors, LLC | 13,523 | $824.8K | 0.14% | −9,846−42.1% | Reduced |
| Commerzbank Aktiengesellschaft | 13,526 | $825.0K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 13,558 | $826.9K | 0.23% | −723−5.1% | Reduced |
| Angeles Wealth Management, LLC | 13,577 | $828.1K | 0.07% | +163+1.2% | Added |
| Lansing Street Advisors | 13,630 | $831.3K | 0.28% | −757−5.3% | Reduced |
| Van Cleef Asset Management,Inc | 13,685 | $834.6K | 0.09% | −987−6.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 13,725 | $837.0K | 0.60% | +175+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 13,771 | $839.9K | 0.02% | +6,324+84.9% | Added |
| Sovereign Financial Group, Inc. | 13,788 | $840.9K | 0.19% | −434−3.1% | Reduced |
| Lebenthal Global Advisors, LLC | 13,796 | $841.4K | 0.16% | +119+0.9% | Added |
| Manchester Capital Management LLC | 13,806 | $842.0K | 0.10% | +106+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 13,814 | $842.5K | 0.21% | −725−5.0% | Reduced |
| 1620 Investment Advisors, Inc. | 13,815 | $842.6K | 0.64% | +117+0.9% | Added |
| Freestone Grove Partners LP | 13,816 | $842.6K | 0.01% | −1,652−10.7% | Reduced |
| Ransom Advisory, Ltd | 13,826 | $843.3K | 0.42% | +700+5.3% | Added |
| David Loasby | 16,720 | $843.7K | 0.08% | +1,290+8.4% | Added |
| LVM Capital Management Ltd | 13,900 | $848.0K | 0.09% | −154−1.1% | Reduced |
| Bridges Investment Management Inc | 13,926 | $849.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 13,950 | $850.8K | 0.07% | +1,049+8.1% | Added |
| Redwood Wealth Management Group, LLC | 13,951 | $850.9K | 0.43% | +688+5.2% | Added |
| Gibbs Wealth Management | 13,952 | $850.9K | 0.21% | +2,485+21.7% | Added |
| bLong Financial, LLC | 13,963 | $851.6K | 0.76% | +500+3.7% | Added |
| Principle Wealth Partners LLC | 13,994 | $853.5K | 0.06% | −601−4.1% | Reduced |
| Atomi Financial Group, Inc. | 14,023 | $855.3K | 0.04% | +1,255+9.8% | Added |
| Lynch & Associates | 14,041 | $856.4K | 0.19% | +6,365+82.9% | Added |
| Davidson Trust Co | 14,064 | $857.8K | 0.41% | +1,285+10.1% | Added |
| Legacy Capital Group California, Inc. | 14,096 | $859.7K | 0.30% | +7,528+114.6% | Added |
| Baldwin Investment Management, LLC | 14,132 | $861.9K | 0.10% | +4,733+50.4% | Added |
| Van Hulzen Asset Management, LLC | 14,134 | $862.0K | 0.08% | −890−5.9% | Reduced |
| Impact Partnership Wealth, LLC | 14,179 | $864.8K | 0.18% | −3,789−21.1% | Reduced |
| Meridian Management Co | 14,265 | $870.0K | 0.27% | −14,208−49.9% | Reduced |
| Deseret Mutual Benefit Administrators | 14,313 | $873.0K | 0.43% | +1,257+9.6% | Added |
| Selway Asset Management | 14,331 | $874.0K | 0.36% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 14,350 | $875.2K | 0.15% | 00.0% | Unchanged |