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, 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 | 2,529 | $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, 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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 14,379 | $877.0K | 0.24% | −1,618−10.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 14,401 | $878.3K | 0.18% | +3,048+26.8% | Added |
| Washington Trust Co | 14,432 | $880.2K | 0.03% | −8−0.1% | Reduced |
| Investment Partners, Ltd. | 14,438 | $880.6K | 0.37% | +60+0.4% | Added |
| Affinity Investment Advisors, LLC | 14,492 | $883.9K | 0.72% | −132−0.9% | Reduced |
| Davis Investment Partners, LLC | 17,224 | $884.3K | 0.39% | +9,912+135.6% | Added |
| Slagle Financial, LLC | 14,513 | $885.2K | 0.39% | −1,813−11.1% | Reduced |
| Brass Tax Wealth Management, Inc | 14,554 | $887.6K | 0.19% | +483+3.4% | Added |
| Hillsdale Investment Management Inc. | 14,640 | $892.9K | 0.05% | +640+4.6% | Added |
| WealthTrust Asset Management, LLC | 14,649 | $893.4K | 0.66% | +14,649 | New |
| Cim Investment Mangement Inc | 14,660 | $894.1K | 0.20% | −12−0.1% | Reduced |
| KRS Capital Management, LLC | 14,661 | $894.2K | 0.71% | +2,697+22.5% | Added |
| denkapparat Operations GmbH | 14,748 | $899.5K | 0.95% | 00.0% | Unchanged |
| Accredited Investors Inc. | 14,757 | $900.0K | 0.06% | +30.0% | Added |
| Park Edge Advisors, LLC | 14,777 | $901.2K | 0.25% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 14,791 | $902.1K | 0.33% | −270−1.8% | Reduced |
| Mirova | 14,805 | $903.0K | 0.16% | +14,805 | New |
| Old Point Trust & Financial Services N A | 14,861 | $906.4K | 0.32% | −1,300−8.0% | Reduced |
| Capital Investment Advisory Services, LLC | 14,914 | $909.6K | 0.08% | +1,410+10.4% | Added |
| Athena Investment Management | 14,915 | $909.7K | 0.55% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 15,131 | $922.8K | 0.22% | +1,167+8.4% | Added |
| Fifth Third Wealth Advisors LLC | 15,173 | $925.4K | 0.05% | −755−4.7% | Reduced |
| Stonebrook Private Inc. | 15,182 | $926.0K | 0.24% | +36+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,186 | $926.2K | 0.33% | +30+0.2% | Added |
| Pavion Blue Capital, LLC | 15,233 | $929.1K | 0.44% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 15,243 | $929.7K | 0.08% | −2,563−14.4% | Reduced |
| Spinnaker Trust | 15,318 | $934.2K | 0.06% | −715−4.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,492 | $944.9K | 0.09% | +862+5.9% | Added |
| Knuff & Co LLC | 15,538 | $947.7K | 0.32% | +4,300+38.3% | Added |
| Alpha Cubed Investments, LLC | 15,556 | $948.8K | 0.04% | +15,556 | New |
| WESPAC Advisors, LLC | 15,562 | $949.1K | 0.77% | +15,562 | New |
| Crestwood Advisors Group LLC | 15,583 | $950.4K | 0.02% | +4,326+38.4% | Added |
| Fountainhead AM, LLC | 15,617 | $952.5K | 0.15% | −743−4.5% | Reduced |
| Freestone Capital Holdings, LLC | 15,633 | $953.5K | 0.04% | −32,331−67.4% | Reduced |
| United Community Bank | 15,676 | $956.1K | 0.36% | +196+1.3% | Added |
| Ardent Capital Management, Inc. | 15,700 | $957.5K | 0.41% | 00.0% | Unchanged |
| Round Hill Asset Management | 15,701 | $957.6K | 0.69% | +5,237+50.0% | Added |
| Optimum Investment Advisors | 15,846 | $966.5K | 0.46% | −79−0.5% | Reduced |
| Cooper Financial Group | 15,852 | $966.8K | 0.13% | +1,700+12.0% | Added |
| Mayflower Financial Advisors, LLC | 15,934 | $971.8K | 0.15% | +4,252+36.4% | Added |
| San Luis Wealth Advisors LLC | 15,987 | $975.0K | 0.22% | −99,229−86.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 15,995 | $975.5K | 0.25% | −2,445−13.3% | Reduced |
| Exencial Wealth Advisors, LLC | 16,004 | $976.1K | 0.04% | −772−4.6% | Reduced |
| Moloney Securities Asset Management, LLC | 16,033 | $977.8K | 0.13% | +258+1.6% | Added |
| Fruth Investment Management | 16,130 | $983.0K | 0.27% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 16,238 | $990.4K | 0.35% | −321−1.9% | Reduced |
| Main Street Research LLC | 16,250 | $991.1K | 0.06% | +993+6.5% | Added |
| TCG Advisory Services, LLC | 16,286 | $993.3K | 0.04% | −512−3.0% | Reduced |
| Emerald Advisors, LLC | 16,298 | $994.0K | 0.13% | +476+3.0% | Added |
| Abel Hall, LLC | 16,323 | $995.5K | 0.60% | −1,420−8.0% | Reduced |
| Hengehold Capital Management LLC | 16,330 | $996.0K | 0.09% | +10.0% | Added |
| Smithfield Trust Co | 16,376 | $999.0K | 0.05% | −847−4.9% | Reduced |
| Van Strum & Towne Inc. | 16,392 | $999.7K | 0.34% | −700−4.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,432 | $1.00M | 0.06% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 16,493 | $1.01M | 0.41% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,515 | $1.01M | 0.06% | +1,646+11.1% | Added |
| Garrison Point Advisors, LLC | 16,531 | $1.01M | 0.49% | +200+1.2% | Added |
| Roman Butler Fullerton & Co | 20,178 | $1.01M | 0.39% | +1,482+7.9% | Added |
| Old North State Trust, LLC | 17,891 | $1.01M | 0.64% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 16,599 | $1.01M | 0.21% | −670−3.9% | Reduced |
| Bayforest Capital Ltd | 16,656 | $1.02M | 0.44% | +9,275+125.7% | Added |
| Cardinal Point Capital Management, ULC | 16,663 | $1.02M | 0.09% | +16,663 | New |
| Ipswich Investment Management Co., Inc. | 16,711 | $1.02M | 0.25% | −1,904−10.2% | Reduced |
| Avestar Capital, LLC | 16,732 | $1.02M | 0.10% | +1,842+12.4% | Added |
| Brown, Lisle/Cummings, Inc. | 16,738 | $1.02M | 0.30% | −146−0.9% | Reduced |
| Sittner & Nelson, LLC | 16,747 | $1.02M | 0.44% | +19+0.1% | Added |
| Foundations Investment Advisors, LLC | 16,781 | $1.02M | 0.02% | +1,429+9.3% | Added |
| Integrity Alliance, LLC. | 16,881 | $1.03M | 0.04% | +16,881 | New |
| Bank of Hawaii | 16,893 | $1.03M | 0.06% | +518+3.2% | Added |
| Opinicus Capital, Inc. | 16,901 | $1.03M | 0.91% | −919−5.2% | Reduced |
| Monetary Management Group Inc | 16,905 | $1.03M | 0.28% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 16,912 | $1.03M | 0.02% | +7,166+73.5% | Added |
| Birchbrook, Inc. | 17,009 | $1.04M | 0.58% | −773−4.3% | Reduced |
| LS Investment Advisors, LLC | 17,015 | $1.04M | 0.16% | +225+1.3% | Added |
| Syon Capital LLC | 17,024 | $1.04M | 0.08% | +1,042+6.5% | Added |
| Central Pacific Bank - Trust Division | 17,053 | $1.04M | 0.14% | −571−3.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 17,056 | $1.04M | 0.25% | +1,262+8.0% | Added |
| Triangle Securities Wealth Management | 17,180 | $1.05M | 0.27% | +413+2.5% | Added |
| White Pine Capital LLC | 17,185 | $1.05M | 0.36% | −26−0.2% | Reduced |
| MONECO Advisors, LLC | 17,254 | $1.05M | 0.11% | +431+2.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,275 | $1.05M | 0.20% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 17,276 | $1.05M | 0.30% | +302+1.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,279 | $1.05M | 0.00% | −169,116−90.7% | Reduced |
| Miller Financial Services LLC | 17,309 | $1.06M | 1.52% | −186−1.1% | Reduced |
| First County Bank | 17,313 | $1.06M | 0.58% | −2,120−10.9% | Reduced |
| Wincap Financial LLC | 17,356 | $1.06M | 1.00% | +592+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,370 | $1.06M | 0.05% | −6,328−26.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 17,500 | $1.07M | 0.06% | −374−2.1% | Reduced |
| Essex Savings Bank | 17,504 | $1.07M | 0.26% | +72+0.4% | Added |
| TSP Capital Management Group, LLC | 17,575 | $1.07M | 0.35% | −3,167−15.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 17,700 | $1.08M | 0.04% | −1,400−7.3% | Reduced |
| ZWJ Investment Counsel Inc | 17,720 | $1.08M | 0.04% | −581−3.2% | Reduced |
| Capstone Financial Advisors, Inc. | 17,747 | $1.08M | 0.07% | −102−0.6% | Reduced |
| Wealth Effects LLC | 17,776 | $1.08M | 0.46% | +2,924+19.7% | Added |
| Sanders Morris Harris LLC | 18,107 | $1.09M | 0.17% | −30−0.2% | Reduced |
| Wealth Quarterback LLC | 17,840 | $1.09M | 0.61% | −1,087−5.7% | Reduced |
| Hexagon Capital Partners LLC | 17,841 | $1.09M | 0.21% | +567+3.3% | Added |
| Cypress Capital Advisors, LLC | 17,845 | $1.09M | 0.76% | −22−0.1% | Reduced |
| Journey Advisory Group, LLC | 17,896 | $1.09M | 0.09% | +75+0.4% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,900 | $1.09M | 0.10% | 00.0% | Unchanged |