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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 21,328 | $1.30M | 0.24% | +1,500+7.6% | Added |
| Kimelman & Baird, LLC | 21,347 | $1.30M | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 21,427 | $1.31M | 0.78% | +263+1.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 21,453 | $1.31M | 0.96% | +489+2.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 21,499 | $1.31M | 0.47% | −945−4.2% | Reduced |
| Independent Financial Group, LLC | 21,506 | $1.31M | 0.05% | +1,001+4.9% | Added |
| Legacy Advisors, LLC | 21,534 | $1.31M | 0.14% | +7,598+54.5% | Added |
| Sagespring Wealth Partners, LLC | 21,578 | $1.32M | 0.03% | +5,810+36.8% | Added |
| Fiduciary Family Office, LLC | 21,613 | $1.32M | 0.44% | +21,613 | New |
| Oxler Private Wealth LLC | 21,631 | $1.32M | 0.46% | +41+0.2% | Added |
| Stratos Wealth Advisors, LLC | 21,644 | $1.32M | 0.07% | −554−2.5% | Reduced |
| Evercore Wealth Management, LLC | 21,655 | $1.32M | 0.02% | −7,553−25.9% | Reduced |
| Bluefin Capital Management, LLC | 21,700 | $1.32M | 1.06% | +21,700 | New |
| Xcel Wealth Management, LLC | 21,732 | $1.33M | 0.41% | +6,913+46.6% | Added |
| Chatham Capital Group, Inc. | 21,795 | $1.33M | 0.22% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 21,820 | $1.33M | 0.09% | +840+4.0% | Added |
| Brighton Jones LLC | 21,831 | $1.33M | 0.04% | +2,103+10.7% | Added |
| United Bank | 21,871 | $1.33M | 0.55% | +1,629+8.0% | Added |
| Curbstone Financial Management Corp | 21,946 | $1.34M | 0.28% | +2,612+13.5% | Added |
| Manske Wealth Management | 21,956 | $1.34M | 0.51% | +70+0.3% | Added |
| J. Safra Sarasin Holding AG | 21,990 | $1.34M | 0.02% | +3,457+18.7% | Added |
| Wolf Group Capital Advisors | 22,159 | $1.35M | 0.45% | −1,308−5.6% | Reduced |
| Nicolet Bankshares Inc | 22,237 | $1.36M | 0.27% | −808−3.5% | Reduced |
| Smartleaf Asset Management LLC | 22,689 | $1.36M | 0.13% | +752+3.4% | Added |
| Reuter James Wealth Management, LLC | 22,331 | $1.36M | 0.24% | −2,218−9.0% | Reduced |
| Schulhoff & Co Inc | 22,414 | $1.37M | 0.61% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 22,455 | $1.37M | 0.07% | −1,084−4.6% | Reduced |
| Beaton Management Co. Inc. | 22,519 | $1.37M | 0.71% | +1,395+6.6% | Added |
| Claro Advisors LLC | 22,533 | $1.37M | 0.18% | +766+3.5% | Added |
| Institute for Wealth Management, LLC. | 22,556 | $1.38M | 0.18% | −3,334−12.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 22,566 | $1.38M | 0.52% | +1,823+8.8% | Added |
| Private Wealth Asset Management, LLC | 22,615 | $1.38M | 0.20% | +22,615 | New |
| Intrua Financial, LLC | 22,616 | $1.38M | 0.22% | +4,652+25.9% | Added |
| Ti-Trust, Inc | 22,637 | $1.38M | 0.91% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 22,773 | $1.39M | 0.11% | −1,407−5.8% | Reduced |
| Pingora Partners LLC | 22,810 | $1.39M | 1.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 22,811 | $1.39M | 0.06% | −1,671−6.8% | Reduced |
| Ledyard National Bank | 23,052 | $1.41M | 0.14% | −618−2.6% | Reduced |
| Joel Isaacson & Co., LLC | 23,212 | $1.42M | 0.06% | −1,181−4.8% | Reduced |
| Ted Buchan & Co | 23,337 | $1.42M | 0.67% | −360−1.5% | Reduced |
| Trust Asset Management LLC | 23,444 | $1.43M | 0.12% | −1,077−4.4% | Reduced |
| Mystic Asset Management, Inc. | 23,458 | $1.43M | 0.38% | −500−2.1% | Reduced |
| Platform Technology Partners | 23,538 | $1.44M | 0.42% | −652−2.7% | Reduced |
| MTM Investment Management, LLC | 24,238 | $1.44M | 0.56% | +20.0% | Added |
| Auxier Asset Management | 23,702 | $1.45M | 0.22% | −645−2.6% | Reduced |
| Carnegie Lake Advisors LLC | 23,809 | $1.45M | 0.59% | −250−1.0% | Reduced |
| Ronald Blue Trust, Inc. | 23,834 | $1.45M | 0.02% | +93+0.4% | Added |
| Cobblestone Asset Management LLC | 23,866 | $1.46M | 0.85% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 23,893 | $1.46M | 0.04% | −612−2.5% | Reduced |
| BigSur Wealth Management LLC | 23,900 | $1.46M | 0.39% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 23,952 | $1.46M | 0.23% | −1,155−4.6% | Reduced |
| Poplar Forest Capital LLC | 23,989 | $1.46M | 0.26% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 24,065 | $1.47M | 0.15% | +241+1.0% | Added |
| Coastwise Capital Group, LLC | 24,090 | $1.47M | 1.24% | −2,600−9.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 24,205 | $1.48M | 0.25% | +3,602+17.5% | Added |
| Donoghue Forlines LLC | 24,328 | $1.48M | 0.47% | −3,473−12.5% | Reduced |
| Monarch Capital Management Inc | 24,408 | $1.49M | 0.41% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 24,790 | $1.50M | 0.10% | +13,278+115.3% | Added |
| Archer Investment Corp | 24,671 | $1.50M | 0.39% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 24,763 | $1.51M | 0.29% | +24,763 | New |
| Abn Amro Investment Solutions | 24,821 | $1.51M | 0.03% | −517−2.0% | Reduced |
| Arcadia Investment Management Corp | 24,826 | $1.51M | 0.27% | −175−0.7% | Reduced |
| Trust Co of Virginia | 24,925 | $1.52M | 0.14% | −514−2.0% | Reduced |
| We Are One Seven, LLC | 24,933 | $1.52M | 0.06% | −4,443−15.1% | Reduced |
| Jackson Square Capital, LLC | 24,953 | $1.52M | 0.49% | +747+3.1% | Added |
| Boyar Asset Management Inc. | 24,993 | $1.52M | 1.11% | −5,075−16.9% | Reduced |
| Quattro Financial Advisors LLC | 25,000 | $1.52M | 0.52% | −5,000−16.7% | Reduced |
| Triglav Skladi, D.O.O. | 25,000 | $1.52M | 0.13% | −3,900−13.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 25,000 | $1.52M | 0.48% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 25,000 | $1.53M | 0.51% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 25,016 | $1.53M | 0.13% | −193−0.8% | Reduced |
| Ridgewood Investments LLC | 27,572 | $1.53M | 0.71% | −4,958−15.2% | Reduced |
| Orion Investment Co | 25,212 | $1.54M | 0.63% | −80.0% | Reduced |
| Heritage Trust Co | 25,287 | $1.54M | 0.19% | +3,833+17.9% | Added |
| Means Investment Co., Inc. | 25,305 | $1.54M | 0.16% | −4,540−15.2% | Reduced |
| Corundum Group, Inc. | 25,338 | $1.55M | 0.74% | −18,196−41.8% | Reduced |
| Westhampton Capital, LLC | 25,417 | $1.55M | 0.85% | −2,000−7.3% | Reduced |
| CFS Investment Advisory Services, LLC | 25,549 | $1.56M | 0.14% | +858+3.5% | Added |
| Bellevue Group AG | 25,566 | $1.56M | 0.03% | −12,547−32.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 25,631 | $1.56M | 1.50% | −870−3.3% | Reduced |
| Adirondack Trust Co | 25,592 | $1.56M | 0.61% | −556−2.1% | Reduced |
| Citizens National Bank Trust Department | 25,715 | $1.57M | 0.34% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 25,884 | $1.58M | 0.11% | +100.0% | Added |
| Koshinski Asset Management, Inc. | 25,956 | $1.58M | 0.13% | −306−1.2% | Reduced |
| Humankind Investments LLC | 25,974 | $1.58M | 0.41% | +823+3.3% | Added |
| Level Four Advisory Services, LLC | 26,007 | $1.59M | 0.07% | +2,164+9.1% | Added |
| SFMG, LLC | 26,048 | $1.59M | 0.13% | −1,588−5.7% | Reduced |
| North Star Investment Management Corp. | 26,076 | $1.59M | 0.12% | −777−2.9% | Reduced |
| BKD Wealth Advisors, LLC | 26,209 | $1.60M | 0.04% | +875+3.5% | Added |
| Triumph Capital Management | 26,227 | $1.60M | 0.53% | +20,715+375.8% | Added |
| Pallas Capital Advisors LLC | 26,237 | $1.60M | 0.07% | −1,101−4.0% | Reduced |
| Modera Wealth Management, LLC | 26,297 | $1.60M | 0.02% | −612−2.3% | Reduced |
| Jensen Investment Management Inc | 26,375 | $1.61M | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 26,450 | $1.61M | 0.14% | 00.0% | Unchanged |
| Smith, Moore & Co. | 26,451 | $1.61M | 0.15% | −2,426−8.4% | Reduced |
| IFP Advisors, Inc | 26,500 | $1.62M | 0.05% | −1,093−4.0% | Reduced |
| Fairvoy Private Wealth, LLC | 26,512 | $1.62M | 0.44% | +4,587+20.9% | Added |
| E. Ohman J:or Asset Management AB | 26,512 | $1.62M | 0.04% | −3,488−11.6% | Reduced |
| NewEdge Wealth, LLC | 26,515 | $1.62M | 0.03% | +72+0.3% | Added |
| Mairs & Power Inc | 26,560 | $1.62M | 0.02% | +398+1.5% | Added |