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 |
|---|---|---|---|---|---|
| Clean Yield Group | 2,947 | $179.8K | 0.06% | −292−9.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,083 | $188.0K | 0.01% | −184−5.6% | Reduced |
| FNY Investment Advisers, LLC | 3,110 | $189.0K | 0.12% | −9,320−75.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3,165 | $193.0K | 0.03% | +506+19.0% | Added |
| Medallion Wealth Advisors, LLC | 3,226 | $193.6K | 0.09% | −51−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,200 | $195.0K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,268 | $199.3K | 0.03% | +1,535+88.6% | Added |
| Bremer Bank National Association | 3,283 | $200.2K | 0.04% | +3,283 | New |
| MA Private Wealth | 3,296 | $201.0K | 0.04% | +3,296 | New |
| V2 Financial group LLC | 3,300 | $201.3K | 0.13% | +3,300 | New |
| Partners Wealth Management, LLC | 3,300 | $201.3K | 0.23% | +3,300 | New |
| Thrive Capital Management, LLC | 3,307 | $201.7K | 0.12% | +3,307 | New |
| Warwick Investment Management, Inc. | 3,312 | $202.0K | 0.04% | +3,312 | New |
| BridgePort Financial Solutions, LLC | 3,317 | $202.3K | 0.09% | +3,317 | New |
| Klingman & Associates, LLC | 3,323 | $202.7K | 0.01% | +3,323 | New |
| Collar Capital Management, LLC | 3,325 | $202.8K | 0.18% | +3,325 | New |
| Cadinha & Co LLC | 3,333 | $203.3K | 0.04% | +3,333 | New |
| Guardian Asset Advisors, LLC | 3,340 | $203.6K | 0.13% | +3,340 | New |
| Maridea Wealth Management LLC | 3,339 | $203.6K | 0.07% | +3,339 | New |
| Buffington Mohr McNeal | 3,339 | $203.6K | 0.04% | −895−21.1% | Reduced |
| CWS Financial Advisors, LLC | 3,357 | $204.7K | 0.06% | +3,357 | New |
| Post Resch Tallon Group Inc. | 3,466 | $205.8K | 0.21% | +3,466 | New |
| Wayfinding Financial, LLC | 3,383 | $206.0K | 0.09% | +3,383 | New |
| NBW Capital LLC | 3,380 | $206.1K | 0.05% | +3,380 | New |
| Vivaldi Capital Management, LLC | 3,384 | $206.4K | 0.03% | +3,384 | New |
| Cheviot Value Management, LLC | 4,125 | $206.5K | 0.03% | +4,125 | New |
| Northstar Financial Companies, Inc. | 3,391 | $206.8K | 0.22% | +3,391 | New |
| First Affirmative Financial Network | 3,399 | $207.3K | 0.13% | −1,485−30.4% | Reduced |
| Hemenway Trust Co LLC | 3,400 | $207.4K | 0.02% | +3,400 | New |
| Cable Hill Partners, LLC | 4,137 | $207.7K | 0.02% | −578−12.3% | Reduced |
| Fragasso Group Inc. | 3,411 | $208.0K | 0.02% | +3,411 | New |
| Eldridge Investment Advisors, Inc. | 3,412 | $208.1K | 0.05% | +3,412 | New |
| Lloyd Advisory Services, LLC. | 3,416 | $208.3K | 0.10% | −508−12.9% | Reduced |
| Chase Investment Counsel Corp | 3,438 | $209.0K | 0.08% | +3,438 | New |
| Bruce G. Allen Investments, LLC | 3,433 | $209.4K | 0.17% | −105−3.0% | Reduced |
| Winthrop Advisory Group LLC | 3,442 | $209.9K | 0.03% | +3,442 | New |
| Howard Capital Management Group, LLC | 3,455 | $210.7K | 0.02% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 3,465 | $211.0K | 0.11% | +3,465 | New |
| Curat Global, LLC | 3,454 | $211.4K | 0.26% | +3,454 | New |
| Pacific Sage Partners, LLC | 3,469 | $211.6K | 0.05% | +3,469 | New |
| Royal Capital Wealth Management, LLC | 3,492 | $213.0K | 0.15% | +3,492 | New |
| TriaGen Wealth Management LLC | 3,499 | $213.4K | 0.08% | −152−4.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,499 | $213.4K | 0.12% | +3,499 | New |
| Beck Mack & Oliver LLC | 3,500 | $213.5K | 0.00% | +3,500 | New |
| Agate Pass Investment Management, LLC | 3,500 | $213.5K | 0.09% | +3,500 | New |
| Towercrest Capital Management | 3,502 | $213.6K | 0.04% | −255−6.8% | Reduced |
| Golden State Wealth Management, LLC | 3,519 | $214.6K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,520 | $214.7K | 0.01% | −432−10.9% | Reduced |
| Smith Shellnut Wilson LLC | 3,524 | $214.9K | 0.10% | +3,524 | New |
| Second Line Capital, LLC | 3,544 | $216.2K | 0.06% | +5+0.1% | Added |
| Wealth Advisors of Iowa, LLC | 3,547 | $216.3K | 0.09% | +3,547 | New |
| Triad Wealth Partners, LLC | 3,547 | $216.3K | 0.07% | +3,547 | New |
| Marest Capital, LLC | 3,557 | $216.9K | 0.18% | +3,557 | New |
| Wealth Group, Ltd. | 3,558 | $217.0K | 0.14% | −2,457−40.8% | Reduced |
| Wall Street Access Asset Management, LLC | 3,560 | $217.1K | 0.09% | +3,560 | New |
| Insigneo Advisory Services, LLC | 3,563 | $217.3K | 0.02% | −3,046−46.1% | Reduced |
| Osterweis Capital Management Inc | 3,566 | $217.5K | 0.01% | +35+1.0% | Added |
| Keeley-Teton Advisors, LLC | 3,570 | $217.7K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,584 | $218.6K | 0.06% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 3,600 | $219.6K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 3,601 | $219.6K | 0.19% | +3,601 | New |
| Hamel Associates, Inc. | 3,602 | $219.7K | 0.07% | +3,602 | New |
| Gradient Capital Advisors, LLC | 3,609 | $220.1K | 0.07% | +60+1.7% | Added |
| ING Groep NV | 3,611 | $220.2K | 0.00% | −463,419−99.2% | Reduced |
| Round Rock Advisors, LLC | 3,618 | $220.6K | 0.04% | +57+1.6% | Added |
| TigerOak Management, L.L.C. | 3,621 | $220.8K | 0.09% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,623 | $221.0K | 0.01% | +401+12.4% | Added |
| Birch Financial Group, LLC | 3,637 | $221.8K | 0.20% | +3,637 | New |
| Priebe Wealth Holdings LLC | 3,648 | $222.5K | 0.14% | −29−0.8% | Reduced |
| Wallace Capital Management Inc. | 3,650 | $222.6K | 0.03% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,657 | $223.0K | 0.03% | −200−5.2% | Reduced |
| Hoxton Planning & Management, LLC | 3,679 | $224.4K | 0.09% | +14+0.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,687 | $225.0K | 0.03% | 00.0% | Unchanged |
| Finward Bancorp | 3,695 | $225.4K | 0.20% | −169−4.4% | Reduced |
| Compass Wealth Management LLC | 3,698 | $225.5K | 0.06% | +1,500+68.2% | Added |
| Skba Capital Management LLC | 3,700 | $225.7K | 0.03% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 3,708 | $226.2K | 0.03% | +3,708 | New |
| Gouws Capital LLC | 3,714 | $226.5K | 0.15% | +3,714 | New |
| Fiduciary Financial Group, LLC | 4,503 | $227.2K | 0.05% | −269−5.6% | Reduced |
| Novem Group | 3,743 | $228.3K | 0.03% | +117+3.2% | Added |
| Carmel Capital Partners, LLC | 3,749 | $228.7K | 0.09% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 3,753 | $228.9K | 0.03% | −1,430−27.6% | Reduced |
| Bullock Wealth Management Group | 3,844 | $228.9K | 0.13% | −76−1.9% | Reduced |
| Carson Advisory Inc. | 3,753 | $228.9K | 0.15% | −200−5.1% | Reduced |
| Dearborn Partners LLC | 3,755 | $229.0K | 0.01% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,763 | $229.5K | 0.03% | +50+1.3% | Added |
| VestGen Advisors, LLC | 3,768 | $229.8K | 0.01% | +3,768 | New |
| Madison Asset Management, LLC | 3,768 | $229.8K | 0.00% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 3,771 | $230.0K | 0.23% | +90+2.4% | Added |
| Barr E S & Co | 3,780 | $230.5K | 0.01% | 00.0% | Unchanged |
| SoundView Advisors Inc. | 3,792 | $231.0K | 0.10% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 3,800 | $231.8K | 0.20% | −110−2.8% | Reduced |
| Spartan Planning & Wealth Management | 3,810 | $232.4K | 0.23% | −199−5.0% | Reduced |
| Ariadne Wealth Management, LP | 5,014 | $232.9K | 0.12% | −2,258−31.1% | Reduced |
| Birchcreek Wealth Management, LLC | 3,825 | $233.3K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 3,835 | $233.9K | 0.23% | −48−1.2% | Reduced |
| L & S Advisors Inc | 3,836 | $234.0K | 0.03% | +41+1.1% | Added |
| D'Orazio & Associates, Inc. | 3,837 | $234.0K | 0.04% | +159+4.3% | Added |
| New Jersey Better Educational Savings Trust | 3,849 | $234.8K | 0.45% | 00.0% | Unchanged |
| Wynn Capital, LLC | 3,875 | $236.3K | 0.14% | 00.0% | Unchanged |