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 |
|---|---|---|---|---|---|
| Ferguson Shapiro LLC | 5,993 | $365.5K | 0.14% | +9+0.2% | Added |
| Advisor OS, LLC | 5,994 | $365.6K | 0.04% | +537+9.8% | Added |
| St. Clair Advisors, LLC | 6,000 | $365.9K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,003 | $366.1K | 0.00% | −117−1.9% | Reduced |
| Abacus Planning Group, Inc. | 6,019 | $367.1K | 0.06% | +75+1.3% | Added |
| Capstone Wealth Management Group LLC | 6,028 | $367.6K | 0.29% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,031 | $367.8K | 0.04% | +66+1.1% | Added |
| Ritter Daniher Financial Advisory LLC | 6,063 | $369.8K | 0.10% | +50+0.8% | Added |
| JNBA Financial Advisors | 6,079 | $370.8K | 0.04% | +179+3.0% | Added |
| WT Wealth Management | 6,080 | $370.8K | 0.12% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 6,081 | $370.9K | 0.31% | −395−6.1% | Reduced |
| West Family Investments, Inc. | 6,091 | $371.5K | 0.14% | −620−9.2% | Reduced |
| Evelyn Partners Investment Management LLP | 6,091 | $371.5K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6,099 | $372.0K | 0.03% | +563+10.2% | Added |
| Salzhauer Michael | 6,117 | $373.1K | 0.23% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 6,123 | $373.4K | 0.04% | +671+12.3% | Added |
| Tilson Financial Group, Inc. | 6,124 | $374.0K | 0.15% | +4+0.1% | Added |
| Traynor Capital Management, Inc. | 6,139 | $374.4K | 0.03% | −1,136−15.6% | Reduced |
| Regatta Capital Group, LLC | 6,145 | $374.8K | 0.07% | +54+0.9% | Added |
| Vista Private Wealth Partners. LLC | 6,150 | $375.1K | 0.13% | +6,150 | New |
| Regal Investment Advisors LLC | 6,185 | $377.2K | 0.03% | −27−0.4% | Reduced |
| New England Capital Financial Advisors LLC | 6,187 | $377.3K | 0.19% | −189−3.0% | Reduced |
| Naviter Wealth, LLC | 6,315 | $379.0K | 0.05% | −3,491−35.6% | Reduced |
| One Wealth Advisors, LLC | 6,215 | $379.1K | 0.06% | −64−1.0% | Reduced |
| Hilton Capital Management, LLC | 6,220 | $379.4K | 0.03% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 6,222 | $379.5K | 0.11% | −159−2.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 6,224 | $379.6K | 0.19% | −2,037−24.7% | Reduced |
| Ironwood Investment Management LLC | 6,239 | $380.5K | 0.21% | 00.0% | Unchanged |
| Novare Capital Management LLC | 6,250 | $381.2K | 0.03% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 6,254 | $381.4K | 0.41% | +473+8.2% | Added |
| Aberdeen Wealth Management LLC | 6,266 | $382.2K | 0.26% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 6,273 | $382.6K | 0.16% | −14−0.2% | Reduced |
| First National Bank | 6,285 | $383.3K | 0.25% | 00.0% | Unchanged |
| Key Financial Inc | 6,289 | $383.6K | 0.08% | −550−8.0% | Reduced |
| CNB Bank | 6,291 | $383.7K | 0.19% | −548−8.0% | Reduced |
| Grace & White Inc | 6,293 | $383.8K | 0.07% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,300 | $384.2K | 0.07% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6,310 | $384.9K | 0.03% | −74−1.2% | Reduced |
| Silver Oak Securities, Inc | 6,414 | $384.9K | 0.04% | −583−8.3% | Reduced |
| Millstone Evans Group, LLC | 6,318 | $385.3K | 0.26% | −55−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,318 | $385.3K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 6,321 | $385.5K | 0.08% | +592+10.3% | Added |
| MFA Wealth Services | 6,322 | $385.6K | 0.32% | −38−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 6,333 | $386.2K | 0.02% | 00.0% | Unchanged |
| VeraBank, N.A. | 6,337 | $386.5K | 0.11% | +29+0.5% | Added |
| Sax Wealth Advisors, LLC | 6,343 | $386.8K | 0.03% | +307+5.1% | Added |
| Keystone Wealth Services, LLC | 6,346 | $387.0K | 0.10% | −115−1.8% | Reduced |
| Sound Income Strategies, LLC | 6,350 | $387.3K | 0.02% | +336+5.6% | Added |
| Cozad Asset Management Inc | 6,357 | $387.7K | 0.04% | −50−0.8% | Reduced |
| Strategic Advisors LLC | 6,390 | $389.7K | 0.08% | +6,390 | New |
| Breed's Hill Capital LLC | 6,394 | $390.0K | 0.21% | +6,394 | New |
| Zhang Financial LLC | 6,395 | $390.0K | 0.02% | +569+9.8% | Added |
| Walleye Capital LLC | 6,406 | $390.7K | 0.00% | −95,677−93.7% | Reduced |
| Chancellor Financial Group WB LP | 6,408 | $390.8K | 0.32% | −2,265−26.1% | Reduced |
| 1858 Wealth Management, LLC | 6,421 | $391.6K | 0.33% | +221+3.6% | Added |
| Verus Capital Partners, LLC | 6,421 | $391.6K | 0.04% | +278+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 6,428 | $392.0K | 0.18% | −21−0.3% | Reduced |
| MTM Financial Group, LLC | 6,429 | $392.1K | 0.23% | −502−7.2% | Reduced |
| Bridgewater Advisors Inc. | 7,968 | $392.2K | 0.03% | +7,968 | New |
| Ellevest, Inc. | 6,443 | $393.0K | 0.03% | −3,951−38.0% | Reduced |
| Eagle Bay Advisors LLC | 6,486 | $395.6K | 0.34% | −32−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,492 | $395.9K | 0.04% | +1,197+22.6% | Added |
| Synergy Financial Management, LLC | 6,510 | $397.0K | 0.05% | +2,175+50.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,520 | $397.7K | 0.15% | +7+0.1% | Added |
| NWF Advisory Services Inc. | 6,539 | $398.8K | 0.06% | +6,539 | New |
| Baader Bank INC | 6,864 | $399.3K | 0.04% | +2,131+45.0% | Added |
| Impact Capital Partners LLC | 6,556 | $399.9K | 0.14% | +77+1.2% | Added |
| RS Crum Inc. | 6,570 | $400.7K | 0.11% | +58+0.9% | Added |
| KPP Advisory Services LLC | 6,578 | $401.2K | 0.08% | −43−0.6% | Reduced |
| Fiera Capital Corp | 6,611 | $403.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,612 | $403.3K | 0.03% | −7,875−54.4% | Reduced |
| Hardy Reed LLC | 6,628 | $404.2K | 0.04% | +123+1.9% | Added |
| Venturi Wealth Management, LLC | 6,628 | $404.3K | 0.02% | +603+10.0% | Added |
| QTR Family Wealth, LLC | 6,630 | $404.4K | 0.30% | +6,630 | New |
| Financial Partners Group, LLC | 6,639 | $404.9K | 0.18% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 6,634 | $405.0K | 0.77% | +6,634 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,816 | $405.9K | 0.03% | +6,816 | New |
| CoreFirst Bank & Trust | 6,657 | $406.0K | 0.26% | 00.0% | Unchanged |
| Boston Research & Management Inc | 6,660 | $406.2K | 0.10% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6,671 | $406.9K | 0.15% | −2,869−30.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6,682 | $407.6K | 0.26% | +20.0% | Added |
| Columbia Asset Management | 6,690 | $408.0K | 0.08% | 00.0% | Unchanged |
| Severin Investments, LLC | 6,691 | $408.1K | 0.41% | +237+3.7% | Added |
| Nations Financial Group Inc, | 6,690 | $408.1K | 0.03% | +540+8.8% | Added |
| Wilkins Investment Counsel Inc | 6,700 | $408.6K | 0.06% | −866−11.4% | Reduced |
| Cromwell Holdings LLC | 6,705 | $408.9K | 0.26% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,713 | $409.0K | 0.04% | +6,713 | New |
| Wealth Advisory Solutions, LLC | 6,723 | $410.0K | 0.11% | +15+0.2% | Added |
| Burford Brothers, Inc. | 6,726 | $410.2K | 0.20% | +6+0.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,734 | $410.7K | 0.31% | +6,734 | New |
| Alan B. Lancz & Associates, Inc. | 6,750 | $411.7K | 0.44% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 6,792 | $414.2K | 0.01% | +979+16.8% | Added |
| Keel Point, LLC | 6,800 | $414.7K | 0.03% | +1,152+20.4% | Added |
| Callan Capital, LLC | 6,813 | $415.5K | 0.03% | +431+6.8% | Added |
| Valley Brook Capital Group | 6,820 | $416.0K | 0.33% | −500−6.8% | Reduced |
| Souders Financial Advisors | 6,833 | $416.7K | 0.06% | +471+7.4% | Added |
| WealthPlan Investment Management, LLC | 6,835 | $416.9K | 0.04% | +300+4.6% | Added |
| FSM Wealth Advisors, LLC | 6,873 | $419.2K | 0.09% | +835+13.8% | Added |
| McDonald Partners LLC | 6,873 | $419.2K | 0.11% | −133−1.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 6,874 | $419.2K | 0.02% | −437−6.0% | Reduced |