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 |
|---|---|---|---|---|---|
| Pettee Investors, Inc. | 40,311 | $2.46M | 1.46% | −1,332−3.2% | Reduced |
| Wellington Shields & Co., LLC | 40,334 | $2.46M | 0.77% | +1,080+2.8% | Added |
| First National Trust Co | 40,454 | $2.47M | 0.10% | −14,756−26.7% | Reduced |
| Ilex Capital Partners (UK) LLP | 40,532 | $2.47M | 0.10% | +40,532 | New |
| Ballentine Partners, LLC | 40,786 | $2.49M | 0.04% | +233+0.6% | Added |
| APG Asset Management US Inc. | 41,897 | $2.49M | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 41,065 | $2.50M | 0.31% | +1,665+4.2% | Added |
| Resources Investment Advisors, LLC. | 41,285 | $2.52M | 0.03% | −2,190−5.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 41,315 | $2.52M | 0.38% | −2,159−5.0% | Reduced |
| Principal Securities, Inc. | 44,933 | $2.54M | 0.06% | +133+0.3% | Added |
| Wealth Alliance | 41,698 | $2.54M | 0.31% | −3,985−8.7% | Reduced |
| Frank, Rimerman Advisors LLC | 41,863 | $2.55M | 0.20% | +485+1.2% | Added |
| Barbara Oil Co. | 42,000 | $2.56M | 1.04% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 42,115 | $2.57M | 0.86% | −142−0.3% | Reduced |
| Legato Capital Management LLC | 42,146 | $2.57M | 0.35% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 42,202 | $2.57M | 0.28% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 42,211 | $2.57M | 0.02% | +17,020+67.6% | Added |
| Stance Capital LLC | 42,365 | $2.58M | 1.91% | +39,165+1,223.9% | Added |
| LMR Partners LLP | 42,390 | $2.59M | 0.05% | −89,777−67.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,411 | $2.59M | 0.17% | −2,352−5.3% | Reduced |
| Holderness Investments Co | 42,492 | $2.59M | 0.60% | −278−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 42,672 | $2.60M | 1.01% | +1,352+3.3% | Added |
| Birmingham Capital Management Co Inc | 42,891 | $2.62M | 0.98% | −1,000−2.3% | Reduced |
| Simmons Bank | 42,992 | $2.62M | 0.20% | +4,236+10.9% | Added |
| International Assets Investment Management, LLC | 43,414 | $2.65M | 0.23% | +6,041+16.2% | Added |
| BNP Paribas | 40,856 | $2.65M | 0.11% | +26,494+184.5% | Added |
| LaFleur & Godfrey LLC | 43,571 | $2.66M | 0.36% | +200.0% | Added |
| IHT Wealth Management, LLC | 43,589 | $2.66M | 0.08% | +9,584+28.2% | Added |
| Trust Co of Vermont | 43,848 | $2.67M | 0.13% | −1,203−2.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.68M | 0.34% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 43,920 | $2.68M | 0.86% | +1,500+3.5% | Added |
| Bahl & Gaynor Inc | 44,053 | $2.69M | 0.01% | −900−2.0% | Reduced |
| Quadrature Capital Ltd | 44,319 | $2.70M | 0.06% | +44,319 | New |
| Berkeley Capital Partners, LLC | 44,767 | $2.73M | 0.75% | +271+0.6% | Added |
| Capital Asset Advisory Services LLC | 46,005 | $2.74M | 0.14% | −2,293−4.7% | Reduced |
| Duncker Streett & Co Inc | 45,081 | $2.75M | 0.54% | −200.0% | Reduced |
| Moneta Group Investment Advisors LLC | 45,236 | $2.76M | 0.04% | +2,487+5.8% | Added |
| Choate Investment Advisors | 45,478 | $2.77M | 0.07% | −1,108−2.4% | Reduced |
| Consolidated Portfolio Review Corp | 45,515 | $2.78M | 0.44% | +3,449+8.2% | Added |
| Montag A & Associates Inc | 45,529 | $2.78M | 0.14% | −43,729−49.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 45,545 | $2.78M | 0.05% | +6,526+16.7% | Added |
| London Co of Virginia | 45,746 | $2.79M | 0.02% | −1,915−4.0% | Reduced |
| Clarkston Capital Partners, LLC | 46,000 | $2.81M | 0.06% | 00.0% | Unchanged |
| Promethium Advisors,llc | 46,050 | $2.81M | 1.80% | −10,000−17.8% | Reduced |
| V-Square Quantitative Management LLC | 46,399 | $2.83M | 0.41% | +1,305+2.9% | Added |
| LMG Wealth Partners, LLC | 46,742 | $2.85M | 0.64% | +330+0.7% | Added |
| Delta Financial Group, Inc. | 46,807 | $2.86M | 0.65% | +2,779+6.3% | Added |
| Wealthcare Advisory Partners LLC | 46,927 | $2.86M | 0.08% | +3,041+6.9% | Added |
| HighPoint Advisor Group LLC | 58,166 | $2.86M | 0.17% | −2,761−4.5% | Reduced |
| Trust Co of Toledo NA | 47,140 | $2.88M | 0.38% | +461+1.0% | Added |
| Leelyn Smith, LLC | 47,267 | $2.88M | 0.51% | −432−0.9% | Reduced |
| Mill Capital Management, LLC | 47,468 | $2.90M | 0.23% | −65−0.1% | Reduced |
| Commonwealth Retirement Investments LLC | 47,493 | $2.90M | 1.18% | +973+2.1% | Added |
| Kendall Capital Management | 47,542 | $2.90M | 0.85% | −90−0.2% | Reduced |
| Cohen Klingenstein LLC | 47,559 | $2.90M | 0.11% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 47,643 | $2.91M | 0.19% | −1,049−2.2% | Reduced |
| Hilltop Holdings Inc. | 47,849 | $2.92M | 0.18% | +4,328+9.9% | Added |
| Inlet Private Wealth, LLC | 47,988 | $2.93M | 0.76% | 00.0% | Unchanged |
| Cypress Capital, LLC | 48,067 | $2.93M | 0.85% | +479+1.0% | Added |
| Mirador Capital Partners LP | 48,166 | $2.94M | 0.51% | +812+1.7% | Added |
| Soltis Investment Advisors LLC | 48,311 | $2.95M | 0.26% | +40,468+516.0% | Added |
| Kerusso Capital Management LLC | 48,453 | $2.96M | 1.88% | +1,238+2.6% | Added |
| Integras Partners LLC | 48,560 | $2.96M | 2.67% | −513−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 48,694 | $2.97M | 0.55% | +3,980+8.9% | Added |
| Gries Financial LLC | 48,980 | $2.99M | 0.58% | −2,267−4.4% | Reduced |
| Sapient Capital LLC | 49,006 | $2.99M | 0.06% | −503−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 49,318 | $3.01M | 0.47% | −2,700−5.2% | Reduced |
| Brinker Capital Investments, LLC | 49,551 | $3.02M | 0.03% | +6,618+15.4% | Added |
| Orion Portfolio Solutions, LLC | 49,551 | $3.02M | 0.03% | +6,618+15.4% | Added |
| GF Fund Management Co. Ltd. | 49,748 | $3.03M | 0.07% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 49,947 | $3.05M | 0.28% | +19,376+63.4% | Added |
| Neville Rodie & Shaw Inc | 50,089 | $3.06M | 0.24% | −500−1.0% | Reduced |
| Jefferies Financial Group Inc. | 50,151 | $3.06M | 0.05% | −196,877−79.7% | Reduced |
| Walleye Trading LLC | 50,289 | $3.07M | 0.09% | −796,573−94.1% | Reduced |
| Portfolio Design Labs, LLC | 50,421 | $3.08M | 0.63% | −215−0.4% | Reduced |
| Iowa State Bank | 50,475 | $3.08M | 0.65% | +3,542+7.5% | Added |
| Meridian Wealth Management, LLC | 50,499 | $3.08M | 0.15% | −750−1.5% | Reduced |
| Dean Investment Associates, LLC | 50,673 | $3.09M | 0.46% | −3,620−6.7% | Reduced |
| Carret Asset Management, LLC | 50,687 | $3.09M | 0.35% | +771+1.5% | Added |
| Horizon Investments, LLC | 51,376 | $3.10M | 0.09% | +1,349+2.7% | Added |
| Savant Capital, LLC | 50,899 | $3.10M | 0.03% | −45,732−47.3% | Reduced |
| Woodstock Corp | 50,916 | $3.11M | 0.31% | −1,351−2.6% | Reduced |
| Investment House LLC | 51,185 | $3.12M | 0.18% | −724−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 51,231 | $3.12M | 0.22% | +1,675+3.4% | Added |
| Merit Financial Group, LLC | 51,601 | $3.15M | 0.05% | +9,166+21.6% | Added |
| Ferguson Wellman Capital Management, Inc | 51,653 | $3.15M | 0.06% | −1,039−2.0% | Reduced |
| Ossiam | 51,733 | $3.16M | 0.04% | +2,100+4.2% | Added |
| Range Financial Group LLC | 52,140 | $3.18M | 1.41% | +2,945+6.0% | Added |
| Fagan Associates, Inc. | 52,522 | $3.20M | 0.53% | +46,295+743.5% | Added |
| Quintet Private Bank (Europe) S.A. | 52,578 | $3.21M | 0.19% | −2,779−5.0% | Reduced |
| AIMZ Investment Advisors, LLC | 52,933 | $3.23M | 1.13% | −171−0.3% | Reduced |
| Sage Capital Advisors,llc | 53,053 | $3.24M | 0.85% | −3,986−7.0% | Reduced |
| Ascent Group, LLC | 53,190 | $3.24M | 0.14% | +8,721+19.6% | Added |
| Providence Capital Advisors, LLC | 53,212 | $3.25M | 0.67% | +732+1.4% | Added |
| Essex Financial Services, Inc. | 53,376 | $3.26M | 0.23% | +2,991+5.9% | Added |
| Haverford Trust Co | 53,412 | $3.26M | 0.03% | −13,292−19.9% | Reduced |
| First Interstate Bank | 53,541 | $3.27M | 0.19% | −2,129−3.8% | Reduced |
| Shelter Mutual Insurance Co | 53,800 | $3.28M | 0.79% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 53,900 | $3.29M | 1.23% | 00.0% | Unchanged |
| Ostrum Asset Management | 53,960 | $3.29M | 0.17% | −11,878−18.0% | Reduced |