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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 5,175 | $315.6K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 5,177 | $315.7K | 0.10% | +365+7.6% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 5,182 | $316.1K | 0.33% | +347+7.2% | Added |
| JB Capital LLC | 5,186 | $316.3K | 0.02% | −479−8.5% | Reduced |
| Wrapmanager Inc | 5,192 | $316.7K | 0.08% | −1,011−16.3% | Reduced |
| ProVise Management Group, LLC | 5,195 | $316.8K | 0.03% | −89−1.7% | Reduced |
| Evoke Wealth, LLC | 5,198 | $317.0K | 0.01% | −272−5.0% | Reduced |
| RiverFront Investment Group, LLC | 5,203 | $317.3K | 0.01% | +5,203 | New |
| Sheets Smith Wealth Management | 5,209 | $317.7K | 0.04% | +10.0% | Added |
| Wellington Shields Capital Management, LLC | 5,214 | $318.0K | 0.06% | −2,536−32.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,237 | $319.4K | 0.15% | +88+1.7% | Added |
| Ellis Investment Partners, LLC | 5,240 | $319.6K | 0.07% | +54+1.0% | Added |
| Boltwood Capital Management | 5,245 | $319.9K | 0.10% | +540+11.5% | Added |
| Peddock Capital Advisors, LLC | 5,256 | $320.6K | 0.08% | +107+2.1% | Added |
| Accurate Wealth Management, LLC | 6,323 | $320.7K | 0.06% | +183+3.0% | Added |
| Cary Street Partner Investment Advisory LLC | 5,267 | $321.2K | 0.19% | +830+18.7% | Added |
| Meiji Yasuda Life Insurance Co | 5,280 | $322.0K | 0.01% | +108+2.1% | Added |
| MBB Public Markets I LLC | 5,295 | $322.9K | 0.04% | +5,295 | New |
| Proficio Capital Partners LLC | 5,296 | $323.0K | 0.02% | +1,047+24.6% | Added |
| Roof Eidam & Maycock | 5,300 | $323.2K | 0.09% | −300−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,301 | $323.3K | 0.04% | −396−7.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,303 | $323.4K | 0.04% | +328+6.6% | Added |
| Cravens & Co Advisors, LLC | 5,304 | $323.5K | 0.25% | +18+0.3% | Added |
| EPG Wealth Management LLC | 5,317 | $324.3K | 0.09% | −161−2.9% | Reduced |
| Richard P Slaughter Associates Inc | 5,327 | $324.9K | 0.08% | −29,570−84.7% | Reduced |
| RMR Wealth Builders | 5,347 | $326.1K | 0.03% | −338−5.9% | Reduced |
| Millennium Capital Advisors, LLC | 5,363 | $327.1K | 0.24% | +17+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,368 | $327.4K | 0.05% | +854+18.9% | Added |
| Onefund, LLC | 5,369 | $327.5K | 0.33% | +20.0% | Added |
| Trilogy Capital Inc. | 5,378 | $328.0K | 0.02% | −18,732−77.7% | Reduced |
| Crews Bank & Trust | 5,391 | $328.8K | 0.06% | −531−9.0% | Reduced |
| Vista Investment Partners LLC | 5,402 | $329.5K | 0.10% | +157+3.0% | Added |
| Hudock, Inc. | 5,407 | $329.8K | 0.06% | −55−1.0% | Reduced |
| Orrstown Financial Services Inc | 5,411 | $330.0K | 0.08% | −3,083−36.3% | Reduced |
| Tyler-Stone Wealth Management | 5,419 | $330.5K | 0.06% | +195+3.7% | Added |
| Peoples Bank | 5,419 | $330.5K | 0.22% | −292−5.1% | Reduced |
| PFC Capital Group, Inc. | 5,436 | $331.0K | 0.17% | +5,436 | New |
| Riversedge Advisors, LLC | 5,435 | $331.5K | 0.07% | −197−3.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 5,438 | $331.7K | 0.32% | +20.0% | Added |
| Gradient Investments LLC | 5,456 | $332.8K | 0.01% | −189−3.3% | Reduced |
| Birch Hill Investment Advisors LLC | 5,482 | $334.3K | 0.02% | −2,524−31.5% | Reduced |
| Guardian Wealth Advisors, LLC | 5,486 | $334.6K | 0.03% | +288+5.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,503 | $335.6K | 0.01% | +1,542+38.9% | Added |
| Sovran Advisors, LLC | 6,839 | $336.7K | 0.04% | +1,932+39.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 5,521 | $336.7K | 0.04% | +5+0.1% | Added |
| Sterneck Capital Management, LLC | 5,522 | $336.8K | 0.18% | −540−8.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,536 | $337.6K | 0.01% | +5,536 | New |
| McAdam, LLC | 5,538 | $337.7K | 0.02% | −4,103−42.6% | Reduced |
| Genesee Capital Advisors, LLC | 5,541 | $337.9K | 0.17% | +340+6.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 5,542 | $338.0K | 0.05% | +3+0.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 5,552 | $338.6K | 0.14% | +25+0.5% | Added |
| Silverlake Wealth Management LLC | 5,566 | $339.4K | 0.13% | +3+0.1% | Added |
| Sentry Investment Management LLC | 6,185 | $341.0K | 0.23% | −1,848−23.0% | Reduced |
| LRI Investments, LLC | 5,627 | $343.2K | 0.03% | +1,437+34.3% | Added |
| Kiker Wealth Management, LLC | 5,630 | $343.4K | 0.23% | −444−7.3% | Reduced |
| Northstar Group, Inc. | 5,639 | $343.9K | 0.06% | +315+5.9% | Added |
| Lyell Wealth Management, LP | 5,645 | $344.3K | 0.03% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 5,645 | $344.3K | 0.20% | +25+0.4% | Added |
| Brave Asset Management Inc | 5,650 | $344.6K | 0.11% | −750−11.7% | Reduced |
| McLean Asset Management Corp | 6,511 | $345.5K | 0.11% | −151−2.3% | Reduced |
| LMCG Investments, LLC | 5,673 | $346.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,676 | $346.2K | 0.12% | −8−0.1% | Reduced |
| FDx Advisors, Inc. | 5,690 | $347.0K | 0.11% | −790−12.2% | Reduced |
| Saranac Partners Ltd | 5,701 | $347.7K | 0.20% | +775+15.7% | Added |
| Armstrong Advisory Group, Inc | 6,148 | $347.7K | 0.03% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 5,706 | $348.0K | 0.05% | −30−0.5% | Reduced |
| Cascade Investment Group, Inc. | 5,714 | $348.5K | 0.27% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 5,757 | $349.1K | 0.10% | +384+7.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 5,727 | $349.3K | 0.25% | −97−1.7% | Reduced |
| Baker Ellis Asset Management LLC | 5,730 | $349.5K | 0.05% | 00.0% | Unchanged |
| Gould Asset Management LLC | 5,747 | $350.5K | 0.07% | −250−4.2% | Reduced |
| Nilsine Partners, LLC | 5,751 | $350.8K | 0.04% | −568−9.0% | Reduced |
| Amussen Hunsaker Associates LLC | 5,760 | $351.3K | 0.05% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 5,764 | $351.6K | 0.14% | −3,080−34.8% | Reduced |
| Group One Trading, L.P. | 5,773 | $352.1K | 0.01% | +5,773 | New |
| Bank of Stockton | 5,778 | $352.4K | 0.11% | +34+0.6% | Added |
| First United Bank Trust | 5,791 | $353.2K | 0.13% | −1,752−23.2% | Reduced |
| Clearview Wealth Advisors LLC | 5,820 | $354.9K | 0.27% | −191−3.2% | Reduced |
| Mirabaud & Cie SA | 5,820 | $355.0K | 0.12% | 00.0% | Unchanged |
| BCS Wealth Management | 5,826 | $355.0K | 0.09% | +3+0.1% | Added |
| Trustco Bank Corp N Y | 5,821 | $355.0K | 0.38% | −352−5.7% | Reduced |
| Todd Asset Management LLC | 5,825 | $355.3K | 0.01% | +66+1.1% | Added |
| Childress Capital Advisors, LLC | 5,829 | $355.5K | 0.10% | −1,189−16.9% | Reduced |
| Spirepoint Private Client, LLC | 5,835 | $355.9K | 0.05% | −12−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 5,851 | $356.8K | 0.11% | +175+3.1% | Added |
| Thrive Wealth Management, LLC | 5,875 | $358.3K | 0.07% | +232+4.1% | Added |
| Capital Square, LLC | 5,894 | $359.5K | 0.21% | +44+0.8% | Added |
| Sunpointe, LLC | 5,919 | $361.0K | 0.19% | −479−7.5% | Reduced |
| Atlantic Family Wealth, LLC | 5,921 | $361.1K | 0.33% | +250+4.4% | Added |
| Wedgewood Investors Inc | 5,930 | $361.7K | 0.43% | −100−1.7% | Reduced |
| OneAscent Wealth Management LLC | 5,940 | $362.0K | 0.16% | +467+8.5% | Added |
| TCI Wealth Advisors, Inc. | 5,940 | $362.3K | 0.03% | +374+6.7% | Added |
| Empire Financial Management Company, LLC | 5,940 | $362.3K | 0.11% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,944 | $362.5K | 0.04% | +616+11.6% | Added |
| Annex Advisory Services, LLC | 5,945 | $362.6K | 0.01% | −851−12.5% | Reduced |
| Whalerock Point Partners, LLC | 5,946 | $362.6K | 0.09% | −200−3.3% | Reduced |
| Parcion Private Wealth LLC | 5,958 | $363.4K | 0.03% | +934+18.6% | Added |
| MBL Wealth, LLC | 5,974 | $364.4K | 0.04% | +1,300+27.8% | Added |
| Cornerstone Advisory, LLC | 7,677 | $365.2K | 0.04% | +182+2.4% | Added |
| MBA Advisors LLC | 5,990 | $365.3K | 0.18% | +120+2.0% | Added |