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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1,168 | $71.0K | 0.00% | −10−0.8% | Reduced |
| Ofi Invest Asset Management | 1,263 | $71.3K | 0.00% | +440+53.5% | Added |
| MB, Levis & Associates, LLC | 1,186 | $72.4K | 0.03% | +8+0.7% | Added |
| Future Financial Wealth Managment LLC | 1,200 | $73.2K | 0.05% | −50−4.0% | Reduced |
| Founders Capital Management | 1,200 | $73.2K | 0.05% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,200 | $73.2K | 0.05% | 00.0% | Unchanged |
| Security National Bank | 1,207 | $73.6K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,209 | $73.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,218 | $74.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,249 | $76.2K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,270 | $77.0K | 0.02% | +275+27.6% | Added |
| Evergreen Private Wealth LLC | 1,268 | $77.3K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,276 | $77.8K | 0.01% | +1+0.1% | Added |
| Tradewinds Capital Management, LLC | 1,278 | $77.9K | 0.02% | +12+0.9% | Added |
| Carolinas Wealth Consulting LLC | 1,293 | $78.8K | 0.02% | −520−28.7% | Reduced |
| Valued Wealth Advisors LLC | 1,301 | $79.4K | 0.05% | +440+51.1% | Added |
| Sarver Vrooman Wealth Advisors | 1,309 | $79.8K | 0.05% | +1,309 | New |
| Friedenthal Financial | 1,331 | $81.2K | 0.05% | +452+51.4% | Added |
| Costello Asset Management, INC | 1,333 | $81.3K | 0.03% | +1,333 | New |
| Vision Financial Markets LLC | 1,345 | $82.0K | 0.09% | +345+34.5% | Added |
| Nexus Investment Management ULC | 953 | $83.6K | 0.01% | +953 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,380 | $84.2K | 0.05% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,385 | $84.5K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,400 | $85.4K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,419 | $86.0K | 0.03% | +1,223+624.0% | Added |
| Salomon & Ludwin, LLC | 1,415 | $86.3K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 1,415 | $86.3K | 0.03% | −648−31.4% | Reduced |
| True Wealth Design, LLC | 1,435 | $87.5K | 0.03% | +117+8.9% | Added |
| Battery Global Advisors, LLC | 1,436 | $87.6K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,463 | $89.2K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 1,466 | $89.4K | 0.04% | −329−18.3% | Reduced |
| Rialto Wealth Management, LLC | 1,469 | $89.6K | 0.03% | −17−1.1% | Reduced |
| FSA Wealth Management LLC | 1,485 | $90.6K | 0.04% | −330−18.2% | Reduced |
| West Oak Capital, LLC | 1,490 | $90.9K | 0.04% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,500 | $91.5K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,505 | $91.8K | 0.02% | −107−6.6% | Reduced |
| Whipplewood Advisors, LLC | 1,549 | $92.3K | 0.05% | +106+7.3% | Added |
| 10Elms LLP | 1,514 | $92.3K | 0.09% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,536 | $93.0K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,525 | $93.0K | 0.01% | +1,525 | New |
| Binnacle Investments Inc | 1,539 | $93.9K | 0.07% | +1,539 | New |
| Orion Capital Management LLC | 1,550 | $94.5K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,556 | $95.0K | 0.06% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,587 | $96.8K | 0.01% | +1,587 | New |
| Rossby Financial, LCC | 2,039 | $97.7K | 0.04% | +2,039 | New |
| Center for Financial Planning, Inc. | 1,613 | $98.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,643 | $100.0K | 0.02% | −151−8.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,646 | $100.4K | 0.03% | −59−3.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,650 | $100.6K | 0.04% | +750+83.3% | Added |
| TruNorth Capital Management, LLC | 1,675 | $102.2K | 0.03% | +1,093+187.8% | Added |
| Quent Capital, LLC | 1,676 | $102.2K | 0.01% | −738−30.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,682 | $102.6K | 0.01% | +27+1.6% | Added |
| Global Trust Asset Management, LLC | 1,701 | $103.7K | 0.06% | −100−5.6% | Reduced |
| Financial Network Wealth Management LLC | 1,762 | $107.0K | 0.04% | +1,762 | New |
| Cranbrook Wealth Management, LLC | 1,823 | $111.2K | 0.03% | −88−4.6% | Reduced |
| Pittenger & Anderson Inc | 1,849 | $112.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,861 | $113.5K | 0.01% | +1,861 | New |
| Tanglewood Legacy Advisors, LLC | 1,868 | $113.9K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,904 | $116.0K | 0.07% | −271−12.5% | Reduced |
| Coston, McIsaac & Partners | 1,916 | $116.0K | 0.03% | −158−7.6% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,912 | $116.6K | 0.06% | +1,912 | New |
| Hughes Financial Services, LLC | 1,988 | $118.4K | 0.02% | +1,988 | New |
| Banque Transatlantique SA | 1,970 | $120.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,975 | $120.5K | 0.01% | +75+3.9% | Added |
| Peoples Bank | 1,983 | $120.9K | 0.08% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2,000 | $122.0K | 0.12% | +2,000 | New |
| Blume Capital Management, Inc. | 2,007 | $122.4K | 0.03% | −197−8.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,030 | $123.8K | 0.04% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 2,048 | $124.9K | 0.11% | +7+0.3% | Added |
| Princeton Global Asset Management LLC | 2,086 | $127.2K | 0.03% | −100−4.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,200 | $134.2K | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,230 | $136.0K | 0.06% | 00.0% | Unchanged |
| S&T Bank | 2,230 | $136.0K | 0.04% | +343+18.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,246 | $137.0K | 0.06% | −62−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 2,306 | $140.6K | 0.04% | +2,306 | New |
| Capula Management Ltd | 2,309 | $140.8K | 0.00% | +2,309 | New |
| American Capital Advisory, LLC | 2,353 | $143.5K | 0.08% | +20+0.9% | Added |
| Financial Network Wealth Advisors LLC | 2,377 | $145.0K | 0.19% | +144+6.4% | Added |
| Advantage Trust Co | 2,393 | $145.9K | 0.09% | −82−3.3% | Reduced |
| Wealth Preservation Advisors, LLC | 2,417 | $147.4K | 0.11% | +2,417 | New |
| Fairscale Capital, LLC | 2,422 | $147.7K | 0.13% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 2,436 | $148.6K | 0.05% | +2,436 | New |
| Avalon Trust Co | 2,497 | $152.3K | 0.01% | +1,976+379.3% | Added |
| Rise Advisors, LLC | 2,523 | $153.9K | 0.07% | +498+24.6% | Added |
| First Command Advisory Services, Inc. | 2,545 | $155.2K | 0.00% | +803+46.1% | Added |
| HFM Investment Advisors, LLC | 2,578 | $157.2K | 0.08% | +2,578 | New |
| Creative Capital Management Investments LLC | 2,588 | $157.8K | 0.06% | −100−3.7% | Reduced |
| Anderson Financial Strategies, LLC | 2,600 | $158.6K | 0.10% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,611 | $159.2K | 0.02% | −255−8.9% | Reduced |
| MV Capital Management, Inc. | 2,643 | $161.2K | 0.02% | −512−16.2% | Reduced |
| TFC Financial Management | 2,685 | $163.8K | 0.03% | +7+0.3% | Added |
| Atlantic Trust, LLC | 2,718 | $165.8K | 0.04% | −1,002−26.9% | Reduced |
| Global Financial Private Client, LLC | 2,736 | $166.9K | 0.06% | +102+3.9% | Added |
| Tower View Investment Management & Research LLC | 2,746 | $167.5K | 0.10% | +22+0.8% | Added |
| Pacific Center for Financial Services | 2,757 | $168.2K | 0.04% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 2,849 | $173.8K | 0.17% | −12−0.4% | Reduced |
| West Branch Capital LLC | 2,863 | $174.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,889 | $176.2K | 0.06% | −287−9.0% | Reduced |
| Amica Retiree Medical Trust | 2,917 | $178.0K | 0.27% | −697−19.3% | Reduced |
| Beacon Capital Management, LLC | 2,923 | $178.3K | 0.02% | +39+1.4% | Added |