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 |
|---|---|---|---|---|---|
| Fi3 FINANCIAL ADVISORS, LLC | 3,885 | $236.9K | 0.10% | +330+9.3% | Added |
| Fairfield, Bush & Co. | 3,886 | $237.0K | 0.15% | +3,886 | New |
| Legal Advantage Investments, Inc. | 3,891 | $237.3K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,909 | $238.4K | 0.05% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 3,912 | $238.6K | 0.15% | 00.0% | Unchanged |
| Atlas Wealth LLC | 3,915 | $238.8K | 0.09% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 3,920 | $239.1K | 0.15% | +39+1.0% | Added |
| PYA Waltman Capital, LLC | 3,925 | $239.4K | 0.08% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 3,930 | $239.7K | 0.06% | −100−2.5% | Reduced |
| Fayez Sarofim & Co | 3,930 | $239.7K | 0.00% | −1,968−33.4% | Reduced |
| AlTi Global, Inc. | 3,938 | $240.0K | 0.01% | −153−3.7% | Reduced |
| MJP Associates Inc | 3,943 | $240.5K | 0.04% | +3,943 | New |
| Secured Retirement Advisors, LLC | 3,947 | $240.7K | 0.16% | +3,947 | New |
| Advus Financial Partners, LLC | 3,950 | $240.9K | 0.07% | −917−18.8% | Reduced |
| Main Street Financial Solutions, LLC | 3,956 | $241.3K | 0.02% | −125−3.1% | Reduced |
| GK Wealth Management LLC | 3,962 | $241.7K | 0.30% | −92−2.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,964 | $241.7K | 0.05% | +3,964 | New |
| Pines Wealth Management, LLC | 4,559 | $241.9K | 0.11% | +345+8.2% | Added |
| Parkside Advisors LLC | 3,968 | $242.0K | 0.06% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 3,977 | $242.6K | 0.07% | +3+0.1% | Added |
| Financial Advisors, LLC | 3,979 | $242.7K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,987 | $243.2K | 0.03% | −543−12.0% | Reduced |
| Vicus Capital | 4,000 | $243.9K | 0.02% | +90+2.3% | Added |
| Basepoint Wealth LLC | 4,004 | $244.2K | 0.19% | +36+0.9% | Added |
| Addison Advisors LLC | 4,005 | $244.3K | 0.07% | +28+0.7% | Added |
| PBMares Wealth Management LLC | 4,008 | $244.4K | 0.05% | +4,008 | New |
| CFM Wealth Partners LLC | 4,008 | $244.4K | 0.04% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,010 | $244.6K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,012 | $244.7K | 0.01% | −28−0.7% | Reduced |
| Wedge Capital Management L L P | 4,014 | $244.8K | 0.00% | −511,384−99.2% | Reduced |
| First Commonwealth Financial Corp | 4,015 | $244.9K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 4,015 | $244.9K | 0.24% | −42−1.0% | Reduced |
| Advisor Resource Council | 4,096 | $245.3K | 0.02% | +4,096 | New |
| Delta Investment Management, LLC | 4,031 | $245.9K | 0.05% | −497−11.0% | Reduced |
| Tiemann Investment Advisors, LLC | 4,031 | $245.9K | 0.11% | 00.0% | Unchanged |
| Terry L. Blaker | 4,050 | $247.0K | 0.01% | −27,047−87.0% | Reduced |
| Focus Financial Network, Inc. | 4,068 | $248.1K | 0.01% | +248+6.5% | Added |
| Forefront Wealth Partners, LLC | 4,074 | $248.5K | 0.17% | +4,074 | New |
| First American Trust, FSB | 4,077 | $248.6K | 0.02% | −2,675−39.6% | Reduced |
| Exeter Financial, LLC | 4,079 | $248.8K | 0.11% | +33+0.8% | Added |
| Sandy Cove Advisors, LLC | 4,079 | $248.8K | 0.10% | +255+6.7% | Added |
| First PREMIER Bank | 4,079 | $249.0K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,092 | $249.6K | 0.03% | +4,092 | New |
| Matrix Asset Advisors Inc | 4,092 | $249.6K | 0.03% | −1,357−24.9% | Reduced |
| Covestor Ltd | 4,106 | $250.0K | 0.17% | −737−15.2% | Reduced |
| S.A. Mason LLC | 4,109 | $250.6K | 0.13% | +181+4.6% | Added |
| Quantum Private Wealth, LLC | 4,124 | $251.5K | 0.10% | 00.0% | Unchanged |
| Motco | 4,130 | $251.9K | 0.03% | +156+3.9% | Added |
| West Coast Financial LLC | 4,144 | $252.7K | 0.03% | +36+0.9% | Added |
| GPS Wealth Strategies Group, LLC | 4,159 | $253.7K | 0.03% | −589−12.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 4,161 | $253.8K | 0.21% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,158 | $254.0K | 0.07% | +53+1.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,166 | $254.1K | 0.06% | −7−0.2% | Reduced |
| SkyOak Wealth, LLC | 4,171 | $254.4K | 0.06% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,182 | $255.1K | 0.06% | 00.0% | Unchanged |
| Jacobs & Co | 4,205 | $256.0K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,201 | $256.2K | 0.11% | +4,201 | New |
| Alliance Wealth Advisors, LLC | 4,207 | $256.6K | 0.15% | +8+0.2% | Added |
| Foster Group, Inc. | 4,210 | $256.8K | 0.01% | +4,210 | New |
| First Foundation Advisors | 4,227 | $257.8K | 0.01% | −1,587−27.3% | Reduced |
| Hutchinson Capital Management | 4,230 | $258.0K | 0.05% | −89−2.1% | Reduced |
| Valmark Advisers, Inc. | 4,237 | $258.4K | 0.00% | −298−6.6% | Reduced |
| Certified Advisory Corp | 4,243 | $258.8K | 0.03% | +297+7.5% | Added |
| Fiduciary Alliance LLC | 4,247 | $259.0K | 0.03% | −228−5.1% | Reduced |
| E&G Advisors, LP | 4,251 | $259.4K | 0.07% | 00.0% | Unchanged |
| Sciencast Management LP | 4,255 | $259.5K | 0.06% | +4,255 | New |
| First Hawaiian Bank | 4,261 | $259.9K | 0.04% | −45,937−91.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 4,293 | $261.9K | 0.06% | +20.0% | Added |
| Hummer Financial Advisory Services Inc | 4,300 | $262.3K | 0.21% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,308 | $262.7K | 0.14% | −2,444−36.2% | Reduced |
| HBW Advisory Services LLC | 4,308 | $262.7K | 0.04% | −1,706−28.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,308 | $262.7K | 0.07% | −515−10.7% | Reduced |
| Empirical Asset Management, LLC | 4,326 | $263.8K | 0.09% | +4,326 | New |
| Lathrop Investment Management Corp | 4,332 | $264.0K | 0.05% | −98−2.2% | Reduced |
| Stony Point Wealth Management Inc. | 4,329 | $264.0K | 0.11% | −87−2.0% | Reduced |
| Hourglass Capital, LLC | 4,330 | $264.1K | 0.07% | +117+2.8% | Added |
| Connecticut Wealth Management, LLC | 4,343 | $264.9K | 0.01% | +461+11.9% | Added |
| Baron Wealth Management LLC | 4,347 | $265.1K | 0.12% | +18+0.4% | Added |
| Simplicity Wealth,LLC | 4,352 | $265.4K | 0.02% | +4,352 | New |
| ETF Store, Inc. | 4,364 | $266.2K | 0.33% | +38+0.9% | Added |
| Hendershot Investments Inc. | 4,364 | $266.2K | 0.04% | −250−5.4% | Reduced |
| Tucker Asset Management LLC | 4,365 | $266.2K | 0.09% | −414−8.7% | Reduced |
| Country Club Bank | 4,438 | $266.4K | 0.02% | −653−12.8% | Reduced |
| Auxano Advisors, LLC | 4,371 | $266.6K | 0.07% | −144−3.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,377 | $267.0K | 0.09% | −100−2.2% | Reduced |
| Beacon Financial Group | 4,395 | $268.0K | 0.03% | +98+2.3% | Added |
| Lakeside Advisors, INC. | 4,396 | $268.1K | 0.18% | +20.0% | Added |
| Mattern Wealth Management LLC | 4,400 | $268.4K | 0.06% | −400−8.3% | Reduced |
| Financial Security Advisor, Inc. | 4,406 | $268.7K | 0.07% | +28+0.6% | Added |
| Harvey Investment Co LLC | 4,405 | $269.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,425 | $269.9K | 0.07% | +3,422+341.2% | Added |
| Crescent Grove Advisors, LLC | 4,430 | $270.2K | 0.03% | +81+1.9% | Added |
| Colonial Trust Advisors | 4,461 | $272.1K | 0.02% | −18−0.4% | Reduced |
| Arbor Investment Advisors, LLC | 4,469 | $272.6K | 0.04% | +4,469 | New |
| WBH Advisory Inc | 4,473 | $272.8K | 0.03% | +3+0.1% | Added |
| Washington Trust Advisors, Inc. | 4,475 | $272.9K | 0.02% | −2,225−33.2% | Reduced |
| Goldstone Financial Group, LLC | 4,486 | $273.6K | 0.04% | −338−7.0% | Reduced |
| Hantz Financial Services, Inc. | 4,490 | $274.0K | 0.00% | +70+1.6% | Added |
| Spirit of America Management Corp | 4,500 | $274.5K | 0.06% | −500−10.0% | Reduced |
| Stanley-Laman Group, Ltd. | 4,500 | $274.5K | 0.04% | 00.0% | Unchanged |