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; 2,530 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
- 2,486
- +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
- 990 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 | 2,530 | $96.7B |
| Q1 2026 | 2,544 | $98.1B |
| Q4 2025 | 2,463 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,486 | $99.3B |
| Q4 2024 | 2,495 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,338 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,487 | $102.2B |
| Q1 2023 | 2,549 | $110.9B |
| Q4 2022 | 2,606 | $115.1B |
| Q3 2022 | 2,475 | $116.4B |
| Q2 2022 | 2,544 | $126.8B |
| Q1 2022 | 2,522 | $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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 395 | $24.0K | 0.00% | −6,433−94.2% | Reduced |
| Navigoe, LLC | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 394 | $24.0K | 0.01% | +95+31.8% | Added |
| Financial Freedom, LLC | 397 | $24.2K | 0.01% | +3+0.8% | Added |
| Affinity Wealth LLC | 399 | $24.3K | 0.02% | +9+2.3% | Added |
| Kessler Investment Group, LLC | 400 | $24.4K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 400 | $24.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 414 | $25.3K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 415 | $25.3K | 0.01% | +2+0.5% | Added |
| Burkett Financial Services, LLC | 420 | $25.6K | 0.01% | +4+1.0% | Added |
| Park Square Financial Group, LLC | 421 | $25.7K | 0.02% | −38−8.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 423 | $25.8K | 0.02% | +156+58.4% | Added |
| Blue Bell Private Wealth Management, LLC | 425 | $25.9K | 0.00% | −100−19.0% | Reduced |
| Painted Porch Advisors LLC | 432 | $26.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 434 | $26.5K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 450 | $27.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 452 | $27.6K | 0.01% | +61+15.6% | Added |
| Godsey & Gibb Associates | 455 | $27.8K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 468 | $28.0K | 0.02% | 00.0% | Unchanged |
| Robbins Farley LLC | 460 | $28.1K | 0.01% | −100−17.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 510 | $28.8K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 475 | $29.0K | 0.01% | +275+137.5% | Added |
| Frazier Financial Advisors, LLC | 485 | $29.6K | 0.02% | −209−30.1% | Reduced |
| Operose Advisors LLC | 500 | $30.5K | 0.01% | −181−26.6% | Reduced |
| Clear Investment Research, LLC | 500 | $30.5K | 0.04% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $30.5K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 500 | $30.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 504 | $30.7K | 0.00% | +102+25.4% | Added |
| DecisionPoint Financial, LLC | 505 | $30.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 504 | $31.0K | 0.00% | +504 | New |
| DHJJ Financial Advisors, Ltd. | 514 | $31.3K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 520 | $31.7K | 0.01% | +180+52.9% | Added |
| Darwin Advisors, LLC | 563 | $31.8K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 524 | $32.0K | 0.01% | +12+2.3% | Added |
| North Ridge Wealth Advisors, Inc. | 530 | $32.3K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 541 | $33.0K | 0.02% | +541 | New |
| Guardian Wealth Management, Inc. | 541 | $33.1K | 0.02% | +3+0.6% | Added |
| Rakuten Securities, Inc. | 546 | $33.3K | 0.02% | −620−53.2% | Reduced |
| LGT Financial Advisors LLC | 557 | $34.0K | 0.10% | +5+0.9% | Added |
| Accordant Advisory Group Inc | 580 | $35.4K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 581 | $35.4K | 0.00% | +231+66.0% | Added |
| Dynamic Wealth Strategies, LLC | 590 | $36.0K | 0.03% | +590 | New |
| Insight Financial Services | 600 | $36.6K | 0.03% | −167−21.8% | Reduced |
| Provenance Wealth Advisors, LLC | 600 | $36.6K | 0.01% | −32−5.1% | Reduced |
| Eq Wealth Advisors, LLC | 600 | $36.6K | 0.03% | +600 | New |
| Comprehensive Financial Planning, Inc. | 613 | $37.4K | 0.04% | +5+0.8% | Added |
| TD Capital Management LLC | 620 | $37.8K | 0.00% | +3+0.5% | Added |
| ORG Wealth Partners, LLC | 652 | $38.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 638 | $38.9K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 646 | $39.4K | 0.02% | −200−23.6% | Reduced |
| Goodman Advisory Group, LLC | 647 | $39.5K | 0.01% | +647 | New |
| Mattson Financial Services, LLC | 652 | $39.8K | 0.01% | −100−13.3% | Reduced |
| TSFG, LLC | 655 | $40.0K | 0.01% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 660 | $40.3K | 0.03% | +50+8.2% | Added |
| Westend Capital Management, LLC | 668 | $40.7K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 679 | $41.4K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 685 | $41.8K | 0.01% | +1+0.1% | Added |
| Core Alternative Capital | 700 | $42.7K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 700 | $42.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 706 | $43.0K | 0.02% | −1−0.1% | Reduced |
| ORG Partners LLC | 731 | $43.6K | 0.01% | −204−21.8% | Reduced |
| Flaharty Asset Management, LLC | 731 | $44.6K | 0.01% | +731 | New |
| Fairman Group, LLC | 819 | $46.3K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 764 | $47.0K | 0.00% | −8−1.0% | Reduced |
| Roble, Belko & Company, Inc | 776 | $47.0K | 0.01% | +676+676.0% | Added |
| Crowley Wealth Management, Inc. | 776 | $47.3K | 0.05% | +21+2.8% | Added |
| PrairieView Partners, LLC | 800 | $48.0K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 798 | $48.7K | 0.26% | +798 | New |
| Albion Financial Group | 800 | $48.8K | 0.00% | −1,049−56.7% | Reduced |
| Tacita Capital Inc | 819 | $50.0K | 0.04% | +138+20.3% | Added |
| Richardson Financial Services Inc. | 838 | $51.1K | 0.04% | −4−0.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 867 | $52.9K | 0.04% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 871 | $53.1K | 0.04% | +132+17.9% | Added |
| Creative Financial Designs Inc | 886 | $54.0K | 0.00% | +137+18.3% | Added |
| NewSquare Capital LLC | 892 | $54.4K | 0.00% | +777+675.7% | Added |
| Heritage Wealth Advisors | 900 | $54.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,131 | $54.9K | 0.01% | +344+43.7% | Added |
| Chesapeake Asset Management LLC | 932 | $56.8K | 0.05% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 941 | $57.4K | 0.05% | +941 | New |
| Strategic Investment Solutions, Inc. | 952 | $58.1K | 0.02% | +23+2.5% | Added |
| Private Wealth Management Group, LLC | 952 | $58.1K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 979 | $59.7K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,017 | $60.6K | 0.06% | +7+0.7% | Added |
| Runnymede Capital Advisors, Inc. | 1,000 | $61.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,007 | $61.4K | 0.02% | +1+0.1% | Added |
| Raffa Wealth Management, LLC | 1,011 | $61.7K | 0.01% | −90−8.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,013 | $61.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,030 | $62.8K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,053 | $63.2K | 0.01% | +347+49.2% | Added |
| SJS Investment Consulting Inc. | 1,041 | $63.5K | 0.01% | −11−1.0% | Reduced |
| Stone House Investment Management, LLC | 1,050 | $64.0K | 0.01% | +1,050 | New |
| Financial Perspectives, Inc | 1,066 | $65.0K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,091 | $66.5K | 0.02% | +100+10.1% | Added |
| North Capital, Inc. | 1,101 | $67.2K | 0.06% | +1,101 | New |
| WPG Advisers, LLC | 1,103 | $67.3K | 0.06% | +328+42.3% | Added |
| Ramirez Asset Management, Inc. | 1,116 | $68.1K | 0.01% | −400−26.4% | Reduced |
| Essex Investment Management Co LLC | 1,120 | $68.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,122 | $68.4K | 0.01% | −12−1.1% | Reduced |
| HighMark Wealth Management LLC | 1,032 | $70.2K | 0.04% | −114−9.9% | Reduced |