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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 17,909 | $1.09M | 0.18% | +846+5.0% | Added |
| Cowa, LLC | 17,952 | $1.09M | 0.47% | +982+5.8% | Added |
| Newman Dignan & Sheerar, Inc. | 17,969 | $1.10M | 0.30% | +322+1.8% | Added |
| Paragon Capital Management LLC | 17,994 | $1.10M | 0.63% | −1,247−6.5% | Reduced |
| Spire Wealth Management | 18,048 | $1.10M | 0.04% | −290−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 22,993 | $1.10M | 0.12% | +10,099+78.3% | Added |
| Sentry LLC | 18,068 | $1.10M | 0.21% | +901+5.2% | Added |
| Parkside Financial Bank & Trust | 18,130 | $1.11M | 0.14% | +624+3.6% | Added |
| Alta Wealth Advisors LLC | 18,151 | $1.11M | 0.51% | +50+0.3% | Added |
| DT Investment Partners, LLC | 18,195 | $1.11M | 0.11% | −3,447−15.9% | Reduced |
| Johnson Financial Group, Inc. | 18,202 | $1.11M | 0.05% | +2,336+14.7% | Added |
| Neumann Capital Management, LLC | 18,273 | $1.11M | 0.39% | −1,500−7.6% | Reduced |
| Hunter Associates Investment Management LLC | 18,382 | $1.12M | 0.17% | +30.0% | Added |
| First Manhattan Co | 18,341 | $1.12M | 0.00% | −1,989−9.8% | Reduced |
| 180 Wealth Advisors, LLC | 18,354 | $1.12M | 0.18% | −176−0.9% | Reduced |
| Modern Wealth Management, LLC | 18,426 | $1.12M | 0.04% | +2,608+16.5% | Added |
| W Advisors, LLC | 18,441 | $1.12M | 0.70% | −143−0.8% | Reduced |
| Lazari Capital Management, Inc. | 18,449 | $1.13M | 0.46% | −1,965−9.6% | Reduced |
| Archford Capital Strategies, LLC | 18,472 | $1.13M | 0.16% | +6,664+56.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,547 | $1.13M | 0.45% | +172+0.9% | Added |
| Howard Capital Management Inc. | 18,630 | $1.14M | 0.03% | −1,319−6.6% | Reduced |
| Morse Asset Management, Inc | 18,720 | $1.14M | 0.29% | −47,572−71.8% | Reduced |
| Adalta Capital Management LLC | 18,722 | $1.14M | 0.61% | −100−0.5% | Reduced |
| Forum Financial Management, LP | 18,729 | $1.14M | 0.02% | +1,845+10.9% | Added |
| American Trust Investment Advisors, LLC | 18,798 | $1.15M | 0.48% | +602+3.3% | Added |
| Delta Financial Advisors LLC | 18,806 | $1.15M | 0.43% | −148−0.8% | Reduced |
| Portside Wealth Group, LLC | 18,874 | $1.15M | 0.19% | +466+2.5% | Added |
| Summit Financial, LLC | 18,881 | $1.15M | 0.03% | +4,648+32.7% | Added |
| CoreCap Advisors, LLC | 18,896 | $1.15M | 0.05% | +1,395+8.0% | Added |
| Hanson & Doremus Investment Management | 18,897 | $1.15M | 0.17% | −477−2.5% | Reduced |
| Grove Bank & Trust | 18,910 | $1.15M | 0.15% | +360+1.9% | Added |
| Good Steward Wealth Advisors,LLC | 18,930 | $1.15M | 1.05% | +18,930 | New |
| Mogy Joel R Investment Counsel Inc | 18,945 | $1.16M | 0.07% | −215−1.1% | Reduced |
| Thomasville National Bank | 18,948 | $1.16M | 0.08% | +325+1.7% | Added |
| Knott David M Jr | 19,000 | $1.16M | 0.55% | +19,000 | New |
| Little House Capital LLC | 19,019 | $1.16M | 0.32% | +19,019 | New |
| AlphaCore Capital LLC | 19,036 | $1.16M | 0.10% | +354+1.9% | Added |
| United Bank | 19,098 | $1.16M | 0.15% | 00.0% | Unchanged |
| Pflug Koory, LLC | 19,122 | $1.17M | 0.65% | −289−1.5% | Reduced |
| Eads & Heald Wealth Management | 19,177 | $1.17M | 0.59% | −146−0.8% | Reduced |
| Marcum Wealth, LLC | 19,296 | $1.18M | 0.10% | +193+1.0% | Added |
| Thoroughbred Financial Services, LLC | 19,314 | $1.18M | 0.07% | +1,551+8.7% | Added |
| Graypoint LLC | 19,421 | $1.18M | 0.07% | +3,423+21.4% | Added |
| Catalyst Funds Management Pty Ltd | 19,440 | $1.19M | 0.31% | −3,460−15.1% | Reduced |
| Citizens & Northern Corp | 19,442 | $1.19M | 0.33% | +322+1.7% | Added |
| Sectoral Asset Management Inc | 19,500 | $1.19M | 0.93% | −24,500−55.7% | Reduced |
| J. W. Coons Advisors, LLC | 19,520 | $1.19M | 0.31% | +800+4.3% | Added |
| Clarius Group, LLC | 19,536 | $1.19M | 0.07% | +3,995+25.7% | Added |
| Beacon Financial Advisory LLC | 19,558 | $1.19M | 0.36% | −911−4.5% | Reduced |
| Webster Bank, N. A. | 19,574 | $1.19M | 0.13% | −2,180−10.0% | Reduced |
| Hartford Financial Management Inc. | 19,594 | $1.20M | 0.25% | −143−0.7% | Reduced |
| Wendell David Associates Inc | 19,644 | $1.20M | 0.12% | −557−2.8% | Reduced |
| Keudell/Morrison Wealth Management | 19,648 | $1.20M | 0.28% | −1,562−7.4% | Reduced |
| Sargent Investment Group, LLC | 19,738 | $1.20M | 0.19% | +2,082+11.8% | Added |
| Western Wealth Management, LLC | 19,750 | $1.20M | 0.08% | −236−1.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 19,826 | $1.21M | 0.45% | −900−4.3% | Reduced |
| Exchange Traded Concepts, LLC | 19,880 | $1.21M | 0.02% | −2,703−12.0% | Reduced |
| Pandora Wealth, Inc. | 19,900 | $1.21M | 0.80% | +19,900 | New |
| Fortis Capital Advisors, LLC | 19,901 | $1.21M | 0.25% | +19,901 | New |
| Stonebridge Capital Management Inc | 19,915 | $1.22M | 0.53% | −2,000−9.1% | Reduced |
| First American Bank | 19,951 | $1.22M | 0.09% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 19,965 | $1.22M | 0.55% | −110−0.5% | Reduced |
| Aventura Private Wealth, LLC | 19,974 | $1.22M | 0.64% | +716+3.7% | Added |
| Genus Capital Management Inc. | 19,990 | $1.22M | 0.18% | +19,990 | New |
| Capital City Trust Co | 19,994 | $1.22M | 0.33% | +725+3.8% | Added |
| Sphera Funds Management Ltd. | 20,000 | $1.22M | 0.30% | 00.0% | Unchanged |
| Live Oak Investment Partners | 20,048 | $1.22M | 0.96% | – | – |
| Kovack Advisors, Inc. | 20,063 | $1.22M | 0.13% | +515+2.6% | Added |
| Bell Bank | 20,101 | $1.23M | 0.07% | −110−0.5% | Reduced |
| ARS Investment Partners, LLC | 21,685 | $1.23M | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 20,151 | $1.23M | 0.59% | −75−0.4% | Reduced |
| Palisade Asset Management, LLC | 20,185 | $1.23M | 0.13% | −130−0.6% | Reduced |
| St Germain D J Co Inc | 20,255 | $1.24M | 0.06% | +110+0.5% | Added |
| Measured Wealth Private Client Group, LLC | 20,267 | $1.24M | 0.40% | +9,103+81.5% | Added |
| Rossmore Private Capital | 20,301 | $1.24M | 0.15% | +347+1.7% | Added |
| Silverleafe Capital Partners, LLC | 20,318 | $1.24M | 0.43% | 00.0% | Unchanged |
| Bank & Trust Co | 20,358 | $1.24M | 1.01% | −304−1.5% | Reduced |
| Fiduciary Group LLC | 20,372 | $1.24M | 0.12% | −500−2.4% | Reduced |
| Cigna Investments Inc | 20,383 | $1.24M | 0.23% | −398−1.9% | Reduced |
| Opes Wealth Management LLC | 20,391 | $1.24M | 0.25% | −10.0% | Reduced |
| L2 Asset Management, LLC | 20,400 | $1.24M | 0.26% | +1,957+10.6% | Added |
| Integrated Advisors Network LLC | 20,413 | $1.24M | 0.06% | +3,025+17.4% | Added |
| Nwam LLC | 20,458 | $1.25M | 0.11% | +1,985+10.7% | Added |
| Field & Main Bank | 20,591 | $1.26M | 0.44% | +7,985+63.3% | Added |
| Stiles Financial Services Inc | 20,605 | $1.26M | 0.48% | −4,643−18.4% | Reduced |
| Park National Corp | 20,649 | $1.26M | 0.05% | +274+1.3% | Added |
| Counterweight Ventures, LLC | 20,702 | $1.26M | 0.90% | +499+2.5% | Added |
| Asset Planning,Inc | 20,809 | $1.27M | 1.00% | +75+0.4% | Added |
| Eagle Rock Investment Company, LLC | 20,824 | $1.27M | 0.22% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 20,866 | $1.27M | 0.30% | +4,745+29.4% | Added |
| Cobblestone Capital Advisors LLC | 20,902 | $1.27M | 0.07% | −197−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 20,919 | $1.28M | 0.12% | +2,050+10.9% | Added |
| SBI Securities Co., Ltd. | 20,936 | $1.28M | 0.04% | −21−0.1% | Reduced |
| Longfellow Investment Management Co LLC | 20,945 | $1.28M | 0.31% | −127,573−85.9% | Reduced |
| Rahlfs Capital, LLC | 20,961 | $1.28M | 1.28% | 00.0% | Unchanged |
| Equitable Trust Co | 21,090 | $1.29M | 0.07% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 21,122 | $1.29M | 0.94% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 21,152 | $1.29M | 0.05% | −324−1.5% | Reduced |
| RTD Financial Advisors, Inc. | 21,258 | $1.30M | 0.17% | −4,894−18.7% | Reduced |
| NCM Capital Management, LLC | 21,326 | $1.30M | 0.58% | −300−1.4% | Reduced |