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 |
|---|---|---|---|---|---|
| Milestone Asset Management, LLC | 54,006 | $3.29M | 0.70% | +27,297+102.2% | Added |
| Mutual Advisors, LLC | 68,897 | $3.30M | 0.09% | +13,504+24.4% | Added |
| Bonness Enterprises Inc | 54,300 | $3.31M | 1.08% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 54,328 | $3.31M | 0.03% | +2,739+5.3% | Added |
| ICICI Prudential Asset Management Co Ltd | 54,449 | $3.32M | 0.43% | −120,263−68.8% | Reduced |
| Mechanics Bank Trust Department | 54,526 | $3.33M | 0.45% | −2,628−4.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 54,643 | $3.33M | 0.29% | −487−0.9% | Reduced |
| Exchange Capital Management, Inc. | 54,673 | $3.33M | 0.54% | +140+0.3% | Added |
| DJE Kapital AG | 55,730 | $3.37M | 0.10% | +55,730 | New |
| Sowell Financial Services LLC | 55,340 | $3.38M | 0.15% | −1,483−2.6% | Reduced |
| Fulton Bank, N.A. | 55,502 | $3.39M | 0.14% | −6,747−10.8% | Reduced |
| Wedbush Securities Inc | 55,604 | $3.39M | 0.12% | −1,782−3.1% | Reduced |
| Sippican Capital Advisors | 55,622 | $3.39M | 2.56% | −130−0.2% | Reduced |
| Diversified Trust Co | 55,658 | $3.39M | 0.08% | +9,503+20.6% | Added |
| Royal Fund Management, LLC | 55,252 | $3.40M | 0.40% | −281−0.5% | Reduced |
| Intact Investment Management Inc. | 55,800 | $3.40M | 0.12% | 00.0% | Unchanged |
| GWN Securities Inc. | 75,620 | $3.43M | 0.19% | +65,917+679.3% | Added |
| Pitcairn Co | 56,418 | $3.44M | 0.21% | +1,697+3.1% | Added |
| Adviser Investments LLC | 56,707 | $3.46M | 0.04% | −12,225−17.7% | Reduced |
| Avantax Planning Partners, Inc. | 56,877 | $3.47M | 0.12% | −6,484−10.2% | Reduced |
| Lipe & Dalton | 56,999 | $3.48M | 1.95% | +230+0.4% | Added |
| 3Chopt Investment Partners, LLC | 57,026 | $3.48M | 0.91% | +4,021+7.6% | Added |
| Sound View Wealth Advisors Group, LLC | 57,225 | $3.49M | 0.29% | −619−1.1% | Reduced |
| Poehling Capital Management, LLC | 57,300 | $3.49M | 0.88% | +196+0.3% | Added |
| Caisse des Depots Et Consignations | 57,487 | $3.51M | 0.17% | 00.0% | Unchanged |
| PFG Investments, LLC | 57,551 | $3.51M | 0.23% | +3,999+7.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 58,114 | $3.54M | 1.52% | +58,114 | New |
| Everence Capital Management Inc | 58,360 | $3.56M | 0.24% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 58,497 | $3.57M | 0.76% | −14,647−20.0% | Reduced |
| Pensionmark Financial Group, LLC | 58,879 | $3.59M | 0.09% | +3,190+5.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 59,005 | $3.60M | 0.26% | +696+1.2% | Added |
| LGT Fund Management Co Ltd. | 59,088 | $3.60M | 0.32% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 59,144 | $3.61M | 0.02% | +30,465+106.2% | Added |
| Tower Research Capital LLC (TRC) | 59,311 | $3.62M | 0.11% | −64,688−52.2% | Reduced |
| Wesleyan Assurance Society | 59,492 | $3.63M | 0.27% | 00.0% | Unchanged |
| Ar Asset Management Inc | 59,774 | $3.65M | 0.83% | 00.0% | Unchanged |
| Truvestments Capital LLC | 59,796 | $3.65M | 0.79% | +52,994+779.1% | Added |
| Horizon Kinetics Asset Management LLC | 59,813 | $3.65M | 0.04% | −663−1.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 75,610 | $3.65M | 0.20% | +75,610 | New |
| Verition Fund Management LLC | 59,915 | $3.65M | 0.02% | −24,410−28.9% | Reduced |
| 44 Wealth Management LLC | 59,991 | $3.66M | 1.37% | −1,059−1.7% | Reduced |
| American Financial Group Inc | 60,000 | $3.66M | 1.56% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 60,465 | $3.69M | 1.26% | +2,563+4.4% | Added |
| Verdence Capital Advisors LLC | 60,881 | $3.71M | 0.28% | −5,871−8.8% | Reduced |
| Capital International Ltd | 60,975 | $3.72M | 0.16% | +795+1.3% | Added |
| Edgewood Management LLC | 61,189 | $3.73M | 0.01% | −13,811−18.4% | Reduced |
| Donaldson Capital Management, LLC | 61,445 | $3.75M | 0.14% | +2,050+3.5% | Added |
| J.W. Cole Advisors, Inc. | 61,851 | $3.77M | 0.12% | +41,730+207.4% | Added |
| Shorepoint Capital Partners LLC | 61,924 | $3.78M | 0.85% | +3,498+6.0% | Added |
| Hallmark Capital Management Inc | 62,052 | $3.78M | 0.29% | −879−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 62,197 | $3.79M | 0.14% | +3,944+6.8% | Added |
| Perigon Wealth Management, LLC | 62,298 | $3.80M | 0.10% | +2,205+3.7% | Added |
| Ameritas Investment Partners, Inc. | 62,482 | $3.81M | 0.13% | +222+0.4% | Added |
| Shell Asset Management Co | 62,566 | $3.82M | 0.18% | −1,836−2.9% | Reduced |
| SummitTX Capital, L.P. | 62,625 | $3.82M | 0.17% | +62,625 | New |
| Family Management Corp | 62,700 | $3.82M | 0.63% | +2,870+4.8% | Added |
| Integrated Wealth Concepts LLC | 62,963 | $3.84M | 0.04% | −2,383−3.6% | Reduced |
| Mengis Capital Management, Inc. | 63,108 | $3.85M | 0.80% | −425−0.7% | Reduced |
| Snowden Capital Advisors LLC | 63,893 | $3.90M | 0.12% | −5,165−7.5% | Reduced |
| Prospera Financial Services Inc | 64,357 | $3.93M | 0.09% | +13,457+26.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,542 | $3.94M | 0.06% | +146+0.2% | Added |
| Jacobi Capital Management LLC | 64,613 | $3.94M | 0.29% | −1,169−1.8% | Reduced |
| First Bank & Trust | 64,717 | $3.95M | 0.76% | +4,449+7.4% | Added |
| Tobam | 64,862 | $3.96M | 1.69% | −51,420−44.2% | Reduced |
| Axxcess Wealth Management, LLC | 64,930 | $3.96M | 0.11% | −3,600−5.3% | Reduced |
| Allworth Financial LP | 81,386 | $3.96M | 0.02% | +3,551+4.6% | Added |
| Hillman Capital Management, Inc. | 65,019 | $3.97M | 1.95% | −49,652−43.3% | Reduced |
| Assenagon Asset Management S.A. | 65,038 | $3.97M | 0.01% | +869+1.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 65,058 | $3.97M | 0.12% | −126,237−66.0% | Reduced |
| Hamilton Capital Partners Inc. | 65,556 | $4.00M | 0.26% | −5,999−8.4% | Reduced |
| Edgestream Partners, L.P. | 65,955 | $4.02M | 0.14% | −19,899−23.2% | Reduced |
| Catherine Avery Investment Management LLC | 66,268 | $4.04M | 3.62% | +4,988+8.1% | Added |
| Four Tree Island Advisory LLC | 66,556 | $4.06M | 2.85% | +14,783+28.6% | Added |
| Benedict Financial Advisors Inc | 66,567 | $4.06M | 0.94% | +444+0.7% | Added |
| Bessemer Group Inc | 66,560 | $4.06M | 0.01% | −38,240−36.5% | Reduced |
| Sigma Planning Corp | 66,619 | $4.06M | 0.13% | +11,416+20.7% | Added |
| Park Avenue Securities LLC | 66,779 | $4.07M | 0.05% | +9,973+17.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 66,869 | $4.08M | 2.19% | −2,793−4.0% | Reduced |
| Sterling Capital Management LLC | 66,870 | $4.08M | 0.06% | −8,504−11.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 67,070 | $4.09M | 0.12% | −47,889−41.7% | Reduced |
| Farmers & Merchants Investments Inc | 67,384 | $4.11M | 0.13% | −3,372−4.8% | Reduced |
| Castleview Partners, LLC | 67,896 | $4.14M | 2.80% | +12,703+23.0% | Added |
| Mirabella Financial Services LLP | 68,053 | $4.16M | 0.17% | +38,139+127.5% | Added |
| AE Wealth Management LLC | 68,260 | $4.16M | 0.04% | +6,754+11.0% | Added |
| Patten & Patten Inc | 68,319 | $4.17M | 0.28% | −3,232−4.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 68,695 | $4.19M | 0.01% | +24,195+54.4% | Added |
| Argyle Capital Management Inc. | 68,747 | $4.19M | 1.56% | +1,380+2.0% | Added |
| Mubadala Investment Co PJSC | 69,095 | $4.21M | 0.02% | +69,095 | New |
| Lombard Odier Asset Management (Switzerland) SA | 69,099 | $4.21M | 0.24% | +9,153+15.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 69,806 | $4.26M | 1.73% | −1,972−2.7% | Reduced |
| Cullinan Associates Inc | 69,920 | $4.26M | 0.30% | −1,684−2.4% | Reduced |
| Fieldview Capital Management, LLC | 70,729 | $4.31M | 0.61% | +47,284+201.7% | Added |
| Coho Partners, Ltd. | 70,803 | $4.32M | 0.26% | +70,803 | New |
| Great Lakes Advisors, LLC | 70,859 | $4.32M | 0.04% | +60,284+570.1% | Added |
| Whittier Trust Co | 71,271 | $4.35M | 0.06% | −3,555−4.8% | Reduced |
| Argent Trust Co | 71,362 | $4.35M | 0.18% | −1,039−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 71,584 | $4.37M | 0.30% | +821+1.2% | Added |
| Inspire Trust Co, N.A. | 72,000 | $4.39M | 1.04% | +14,000+24.1% | Added |
| Griffin Asset Management, Inc. | 72,173 | $4.40M | 0.54% | −7,441−9.3% | Reduced |
| Cypress Capital Group | 72,269 | $4.41M | 0.58% | +2,743+3.9% | Added |