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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 72,451 | $4.42M | 0.41% | −2,617−3.5% | Reduced |
| Empirical Finance, LLC | 72,612 | $4.43M | 0.27% | +1,009+1.4% | Added |
| Brown Brothers Harriman & Co | 72,806 | $4.44M | 0.03% | −8,026−9.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 73,185 | $4.46M | 0.13% | 00.0% | Unchanged |
| Next Level Private LLC | 73,234 | $4.47M | 1.66% | +1,079+1.5% | Added |
| Allstate Corp | 73,667 | $4.49M | 0.13% | +13,357+22.1% | Added |
| Romano Brothers and Company | 74,047 | $4.52M | 0.58% | −301−0.4% | Reduced |
| Fred Alger Management, LLC | 74,819 | $4.56M | 0.03% | −54,945−42.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 74,846 | $4.56M | 0.12% | +54,810+273.6% | Added |
| Hamilton Wealth, LLC | 75,002 | $4.57M | 1.10% | +3,550+5.0% | Added |
| Tema ETFs LLC | 75,050 | $4.58M | 1.37% | +75,050 | New |
| Marietta Investment Partners LLC | 75,078 | $4.58M | 1.10% | +66,978+826.9% | Added |
| Signature Wealth Management Group | 75,162 | $4.58M | 1.79% | +1,179+1.6% | Added |
| Strategic Planning, Inc. | 75,458 | $4.60M | 2.60% | +75,458 | New |
| Delta Asset Management LLC | 75,524 | $4.61M | 0.44% | −1,782−2.3% | Reduced |
| Richard Bernstein Advisors LLC | 75,530 | $4.61M | 0.11% | −3,050−3.9% | Reduced |
| Independent Advisor Alliance | 76,073 | $4.64M | 0.15% | +5,024+7.1% | Added |
| Convergence Investment Partners, LLC | 76,302 | $4.65M | 1.29% | −14,191−15.7% | Reduced |
| Concurrent Investment Advisors, LLC | 76,874 | $4.69M | 0.11% | +46,504+153.1% | Added |
| Good Life Advisors, LLC | 77,125 | $4.70M | 0.33% | +10,404+15.6% | Added |
| CAPROCK Group, Inc. | 77,386 | $4.72M | 0.14% | −1,047−1.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 77,458 | $4.72M | 0.18% | +2,664+3.6% | Added |
| NBT Bank N A | 77,530 | $4.73M | 0.34% | −3,194−4.0% | Reduced |
| Moors & Cabot, Inc. | 77,583 | $4.73M | 0.24% | −11,646−13.1% | Reduced |
| Daymark Wealth Partners, LLC | 77,685 | $4.74M | 0.20% | −279−0.4% | Reduced |
| Nomura Holdings Inc | 77,744 | $4.74M | 0.03% | −2,892−3.6% | Reduced |
| Parsons Capital Management Inc | 77,881 | $4.75M | 0.26% | −1,622−2.0% | Reduced |
| Tufton Capital Management | 78,081 | $4.76M | 0.92% | −1,314−1.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 78,115 | $4.76M | 1.11% | −100,435−56.3% | Reduced |
| Avaii Wealth Management, LLC | 78,597 | $4.79M | 2.56% | +67,221+590.9% | Added |
| Trustmark National Bank Trust Department | 78,766 | $4.80M | 0.36% | +22,451+39.9% | Added |
| Rodgers Brothers Inc. | 79,052 | $4.82M | 0.64% | −290−0.4% | Reduced |
| Plato Investment Management Ltd | 78,605 | $4.85M | 0.41% | −43,619−35.7% | Reduced |
| Radnor Capital Management, LLC | 80,791 | $4.93M | 0.83% | −75−0.1% | Reduced |
| Arlington Partners LLC | 80,797 | $4.93M | 1.93% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 80,843 | $4.93M | 0.47% | +334+0.4% | Added |
| TD Private Client Wealth LLC | 81,015 | $4.94M | 0.14% | −3,442−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 81,098 | $4.95M | 0.06% | −186,555−69.7% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.95M | 0.33% | 00.0% | Unchanged |
| Toroso Investments, LLC | 81,299 | $4.96M | 0.04% | −8,898−9.9% | Reduced |
| Versant Capital Management, Inc | 81,348 | $4.96M | 0.83% | +2,658+3.4% | Added |
| Promethos Capital, LLC | 81,579 | $4.98M | 1.83% | −2,130−2.5% | Reduced |
| Geneos Wealth Management Inc. | 82,754 | $5.05M | 0.17% | −13,201−13.8% | Reduced |
| Gladstone Institutional Advisory LLC | 83,103 | $5.07M | 0.24% | +18,049+27.7% | Added |
| Quilter Plc | 83,263 | $5.08M | 0.11% | −24,555−22.8% | Reduced |
| Osborne Partners Capital Management, LLC | 83,990 | $5.12M | 0.30% | 00.0% | Unchanged |
| Searle & Co. | 84,510 | $5.15M | 1.47% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 86,060 | $5.25M | 1.27% | +933+1.1% | Added |
| Sandy Spring Bank | 86,311 | $5.26M | 0.22% | −4,853−5.3% | Reduced |
| Hudson Capital Management LLC | 86,313 | $5.26M | 1.60% | +4,182+5.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 86,989 | $5.31M | 1.84% | −23,290−21.1% | Reduced |
| Thor Investment Management Inc | 87,026 | $5.31M | 3.90% | +1,977+2.3% | Added |
| iA Global Asset Management Inc. | 87,084 | $5.31M | 0.09% | −11,648−11.8% | Reduced |
| Stock Yards Bank & Trust Co | 87,739 | $5.35M | 0.19% | −5,013−5.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 87,928 | $5.36M | 0.14% | +1,124+1.3% | Added |
| Edgar Lomax Co | 87,960 | $5.36M | 0.34% | −107,640−55.0% | Reduced |
| Bleakley Financial Group, LLC | 87,988 | $5.37M | 0.17% | +1,948+2.3% | Added |
| Kempen Capital Management N.V. | 88,093 | $5.37M | 0.06% | +9,581+12.2% | Added |
| Apollon Wealth Management, LLC | 89,050 | $5.43M | 0.12% | +3,343+3.9% | Added |
| Wright Investors Service Inc | 89,412 | $5.45M | 1.80% | −201−0.2% | Reduced |
| HB Wealth Management, LLC | 90,042 | $5.49M | 0.05% | +16,500+22.4% | Added |
| Aaron Wealth Advisors | 90,935 | $5.55M | 0.64% | +535+0.6% | Added |
| Kingsview Wealth Management, LLC | 91,080 | $5.55M | 0.10% | +59,362+187.2% | Added |
| Toth Financial Advisory Corp | 91,496 | $5.58M | 0.67% | +18,478+25.3% | Added |
| Altrius Capital Management Inc | 91,834 | $5.60M | 1.36% | −3,217−3.4% | Reduced |
| HM Payson & Co | 92,714 | $5.65M | 0.10% | −5,155−5.3% | Reduced |
| Norden Group LLC | 92,820 | $5.66M | 0.65% | +744+0.8% | Added |
| Cary Street Partners Financial LLC | 93,166 | $5.68M | 0.18% | +52,477+129.0% | Added |
| Equitable Holdings, Inc. | 93,413 | $5.70M | 0.05% | +3,704+4.1% | Added |
| Tocqueville Asset Management L.P. | 93,582 | $5.71M | 0.09% | −1,073−1.1% | Reduced |
| CCM Investment Group, LLC | 95,768 | $5.75M | 0.61% | −7,872−7.6% | Reduced |
| Motley Fool Asset Management LLC | 94,397 | $5.76M | 0.32% | +2,046+2.2% | Added |
| Loomis Sayles & Co L P | 94,440 | $5.76M | 0.01% | −150,728−61.5% | Reduced |
| AIA Group Ltd | 94,602 | $5.77M | 0.14% | +70,858+298.4% | Added |
| New Mexico Educational Retirement Board | 94,734 | $5.78M | 0.21% | −1,900−2.0% | Reduced |
| Maryland State Retirement & Pension System | 94,852 | $5.79M | 0.14% | −14,080−12.9% | Reduced |
| Davy Global Fund Management Ltd | 95,110 | $5.80M | 0.68% | +9,410+11.0% | Added |
| Employees Retirement System of Texas | 95,973 | $5.85M | 0.05% | +54,931+133.8% | Added |
| Belpointe Asset Management LLC | 96,578 | $5.89M | 0.31% | −91,863−48.7% | Reduced |
| Kennedy Capital Management, Inc. | 96,868 | $5.91M | 0.14% | −7,883−7.5% | Reduced |
| Hennessy Advisors Inc | 97,200 | $5.93M | 0.20% | −1,100−1.1% | Reduced |
| Cardinal Capital Management | 97,659 | $5.96M | 0.92% | +2,625+2.8% | Added |
| Thompson Investment Management, Inc. | 99,181 | $6.05M | 0.91% | −2,786−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 99,323 | $6.06M | 0.07% | −5,260−5.0% | Reduced |
| Cornerstone Advisors, LLC | 99,400 | $6.06M | 0.26% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 100,000 | $6.10M | 0.68% | −250,000−71.4% | Reduced |
| FourWorld Capital Management LLC | 100,000 | $6.10M | 4.18% | +100,000 | New |
| Allianz SE | 100,124 | $6.11M | 0.16% | −1,163−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 101,072 | $6.16M | 0.44% | −94,725−48.4% | Reduced |
| Squarepoint Ops LLC | 101,394 | $6.18M | 0.02% | −111,617−52.4% | Reduced |
| Ontario Teachers Pension Plan Board | 101,816 | $6.21M | 0.10% | +33,477+49.0% | Added |
| Welch & Forbes LLC | 103,131 | $6.29M | 0.08% | −2,600−2.5% | Reduced |
| Vinva Investment Management Ltd | 105,125 | $6.31M | 0.26% | −8,810−7.7% | Reduced |
| Ci Investments Inc. | 105,028 | $6.41M | 0.03% | −12,105−10.3% | Reduced |
| Johnson Investment Counsel Inc | 105,678 | $6.45M | 0.06% | −672−0.6% | Reduced |
| Meritage Portfolio Management | 105,946 | $6.46M | 0.43% | −480−0.5% | Reduced |
| Signaturefd, LLC | 106,013 | $6.47M | 0.12% | +3,230+3.1% | Added |
| Glenview Trust Co | 106,425 | $6.49M | 0.13% | −355−0.3% | Reduced |
| Calamos Advisors LLC | 107,005 | $6.53M | 0.03% | −516,993−82.9% | Reduced |
| Securian Asset Management, Inc | 107,415 | $6.55M | 0.20% | −1,590−1.5% | Reduced |