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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 33,957 | $2.07M | 0.09% | +14,046+70.5% | Added |
| Greenwood Capital Associates LLC | 34,047 | $2.08M | 0.28% | +1,648+5.1% | Added |
| Pacitti Group Inc. | 34,139 | $2.08M | 0.99% | +1,781+5.5% | Added |
| Profund Advisors LLC | 34,151 | $2.08M | 0.09% | −1,397−3.9% | Reduced |
| Green Square Capital Advisors LLC | 34,190 | $2.09M | 0.32% | −2,120−5.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 34,210 | $2.09M | 0.03% | +4,742+16.1% | Added |
| FineMark National Bank & Trust | 34,219 | $2.09M | 0.08% | −837−2.4% | Reduced |
| Pensionfund Sabic | 34,300 | $2.09M | 0.62% | −6,200−15.3% | Reduced |
| Rehmann Capital Advisory Group | 34,328 | $2.09M | 0.13% | +3,825+12.5% | Added |
| Eley Financial Management, Inc | 35,252 | $2.10M | 0.84% | +721+2.1% | Added |
| Intrust Bank NA | 34,482 | $2.10M | 0.21% | +2,691+8.5% | Added |
| Clark Estates Inc | 34,538 | $2.11M | 0.45% | −13,112−27.5% | Reduced |
| Quadrant Capital Group LLC | 34,540 | $2.11M | 0.08% | +21,624+167.4% | Added |
| Silvant Capital Management LLC | 34,639 | $2.11M | 0.10% | +616+1.8% | Added |
| Resources Management Corp | 34,673 | $2.12M | 0.30% | −3,562−9.3% | Reduced |
| Abundance Wealth Counselors | 35,039 | $2.13M | 0.45% | +3,052+9.5% | Added |
| Farther Finance Advisors, LLC | 35,912 | $2.14M | 0.05% | +13,372+59.3% | Added |
| one8zero8, LLC | 35,164 | $2.14M | 0.51% | −212−0.6% | Reduced |
| Coldstream Capital Management Inc | 35,233 | $2.15M | 0.05% | −1,054−2.9% | Reduced |
| Univest Financial Corp | 35,251 | $2.15M | 0.14% | +111+0.3% | Added |
| AdvisorNet Financial, Inc | 35,286 | $2.15M | 0.16% | +479+1.4% | Added |
| Parallel Advisors, LLC | 35,322 | $2.15M | 0.05% | +471+1.4% | Added |
| Citizens Financial Group Inc | 35,337 | $2.16M | 0.04% | +5,395+18.0% | Added |
| Great Valley Advisor Group, Inc. | 35,376 | $2.16M | 0.05% | +1,173+3.4% | Added |
| Eastern Bank | 35,410 | $2.16M | 0.04% | −3,309−8.5% | Reduced |
| Valeo Financial Advisors, LLC | 54,112 | $2.16M | 0.06% | +193+0.4% | Added |
| Westbourne Investments, Inc. | 35,495 | $2.16M | 1.31% | +22,665+176.7% | Added |
| Dorsey & Whitney Trust CO LLC | 35,548 | $2.17M | 0.13% | +260+0.7% | Added |
| Oarsman Capital, Inc. | 35,640 | $2.17M | 0.39% | +9,483+36.3% | Added |
| Acropolis Investment Management, LLC | 35,796 | $2.18M | 0.13% | +1,787+5.3% | Added |
| Hedges Asset Management LLC | 35,800 | $2.18M | 1.43% | −800−2.2% | Reduced |
| Logan Capital Management Inc | 35,844 | $2.19M | 0.10% | −40.0% | Reduced |
| Cacti Asset Management LLC | 36,450 | $2.19M | 0.18% | 00.0% | Unchanged |
| Gifford Fong Associates | 35,899 | $2.19M | 0.54% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 35,894 | $2.19M | 0.15% | +100.0% | Added |
| MUFG Securities Americas Inc. | 35,921 | $2.19M | 0.25% | +5,982+20.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,031 | $2.20M | 0.09% | +1,752+5.1% | Added |
| Douglass Winthrop Advisors, LLC | 36,212 | $2.21M | 0.04% | −3,185−8.1% | Reduced |
| Bragg Financial Advisors, Inc | 36,341 | $2.22M | 0.09% | +565+1.6% | Added |
| Tower Bridge Advisors | 36,352 | $2.22M | 0.25% | +4,796+15.2% | Added |
| Stokes Family Office, LLC | 36,402 | $2.22M | 0.25% | −788−2.1% | Reduced |
| Factorial Partners, LLC | 36,500 | $2.23M | 1.37% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 36,673 | $2.24M | 0.49% | +1,685+4.8% | Added |
| HBK Sorce Advisory LLC | 36,696 | $2.24M | 0.07% | +2,232+6.5% | Added |
| Aviance Capital Partners, LLC | 36,704 | $2.24M | 0.31% | +686+1.9% | Added |
| Meeder Advisory Services, Inc. | 36,727 | $2.24M | 0.13% | +1,882+5.4% | Added |
| Ritholtz Wealth Management | 36,904 | $2.25M | 0.07% | −2,485−6.3% | Reduced |
| Lakewood Asset Management LLC | 37,030 | $2.26M | 1.52% | +10,163+37.8% | Added |
| Aureus Asset Management, LLC | 37,034 | $2.26M | 0.16% | +31,975+632.0% | Added |
| Moody National Bank Trust Division | 37,070 | $2.26M | 0.24% | +995+2.8% | Added |
| Rothschild Investment LLC | 37,078 | $2.26M | 0.15% | +120+0.3% | Added |
| Polar Asset Management Partners Inc. | 37,088 | $2.26M | 0.07% | −257,312−87.4% | Reduced |
| Quantessence Capital LLC | 37,100 | $2.26M | 0.57% | +37,100 | New |
| Verity Asset Management, Inc. | 37,138 | $2.27M | 0.92% | +18,931+104.0% | Added |
| Kanawha Capital Management LLC | 37,194 | $2.27M | 0.18% | +977+2.7% | Added |
| Enhancing Capital LLC | 37,300 | $2.27M | 1.82% | 00.0% | Unchanged |
| Udine Wealth Management, Inc. | 37,328 | $2.28M | 1.52% | +972+2.7% | Added |
| Heron Bay Capital Management | 37,500 | $2.29M | 0.48% | +26,705+247.4% | Added |
| Shayne & Co., LLC | 37,513 | $2.29M | 0.56% | −258−0.7% | Reduced |
| Summit X, LLC | 37,513 | $2.29M | 0.48% | −2,042−5.2% | Reduced |
| Massachusetts Financial Services Co | 37,683 | $2.30M | 0.00% | +37,683 | New |
| Charter Trust Co | 37,776 | $2.30M | 0.15% | −1,013−2.6% | Reduced |
| SFE Investment Counsel | 37,806 | $2.31M | 0.46% | −3,150−7.7% | Reduced |
| Purkiss Capital Advisors LLC | 37,809 | $2.31M | 1.74% | +83+0.2% | Added |
| Caldwell Trust Co | 37,838 | $2.31M | 0.25% | +135+0.4% | Added |
| Canandaigua National Bank & Trust Co | 37,894 | $2.31M | 0.23% | −2,043−5.1% | Reduced |
| Altfest L J & Co Inc | 37,913 | $2.31M | 0.29% | +1,745+4.8% | Added |
| Proactive Wealth Strategies LLC | 37,972 | $2.32M | 1.23% | +37,972 | New |
| Townsend & Associates, Inc | 47,342 | $2.32M | 0.24% | +2,817+6.3% | Added |
| Peak Asset Management, LLC | 38,139 | $2.33M | 0.44% | +375+1.0% | Added |
| Old Port Advisors | 38,190 | $2.33M | 0.69% | −667−1.7% | Reduced |
| Bridgeway Capital Management, LLC | 38,200 | $2.33M | 0.06% | +38,200 | New |
| Foster & Motley Inc | 38,225 | $2.33M | 0.15% | +5,383+16.4% | Added |
| Applied Finance Capital Management, LLC | 38,309 | $2.34M | 0.17% | +1,213+3.3% | Added |
| Thornburg Investment Management Inc | 38,400 | $2.34M | 0.03% | 00.0% | Unchanged |
| Virtus Family Office LLC | 38,475 | $2.35M | 3.01% | −324−0.8% | Reduced |
| Brookstone Capital Management | 38,769 | $2.36M | 0.03% | −147,386−79.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 38,818 | $2.37M | 0.16% | +2,773+7.7% | Added |
| Northeast Financial Consultants Inc | 38,872 | $2.37M | 0.11% | −2,935−7.0% | Reduced |
| Groupama Asset Managment | 39,681 | $2.38M | 0.05% | −7,690−16.2% | Reduced |
| Vestcor Inc | 39,126 | $2.39M | 0.08% | −8,858−18.5% | Reduced |
| Optimist Retirement Group LLC | 39,136 | $2.39M | 1.19% | −3,792−8.8% | Reduced |
| Bradley Foster & Sargent Inc | 39,187 | $2.39M | 0.04% | −39−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 39,324 | $2.39M | 0.22% | −9,618−19.7% | Reduced |
| Cornercap Investment Counsel Inc | 39,272 | $2.40M | 1.26% | −548−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 39,397 | $2.40M | 0.03% | +7,298+22.7% | Added |
| KMG Fiduciary Partners, LLC | 39,403 | $2.40M | 0.20% | +4,193+11.9% | Added |
| Paradigm Asset Management Co LLC | 39,408 | $2.40M | 0.64% | 00.0% | Unchanged |
| New England Asset Management Inc | 39,476 | $2.41M | 0.39% | +305+0.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 39,558 | $2.41M | 0.04% | −996−2.5% | Reduced |
| Charter Research & Investment Group, Inc. | 39,658 | $2.42M | 1.85% | 00.0% | Unchanged |
| GAMMA Investing LLC | 39,685 | $2.42M | 0.18% | +6,267+18.8% | Added |
| Edmp, Inc. | 39,773 | $2.43M | 2.03% | −1,826−4.4% | Reduced |
| Courier Capital LLC | 39,909 | $2.43M | 0.16% | +1,470+3.8% | Added |
| Leavell Investment Management, Inc. | 40,031 | $2.44M | 0.12% | +1,023+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 40,078 | $2.44M | 0.03% | +7,481+22.9% | Added |
| Evergreen Capital Management LLC | 40,126 | $2.45M | 0.08% | −987−2.4% | Reduced |
| Chemung Canal Trust Co | 40,152 | $2.45M | 0.54% | −774−1.9% | Reduced |
| Strategic Global Advisors, LLC | 40,222 | $2.45M | 0.49% | −60,594−60.1% | Reduced |
| Janney Capital Management LLC | 40,298 | $2.46M | 0.17% | −220−0.5% | Reduced |