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
- 2,485
- +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
- 989 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 |
|---|---|---|---|---|---|
| Becker Capital Management Inc | 6,912 | $421.6K | 0.01% | 00.0% | Unchanged |
| Causey Wealth LLC | 6,934 | $422.9K | 0.24% | 00.0% | Unchanged |
| Natural Investments, LLC | 6,951 | $423.0K | 0.12% | −5−0.1% | Reduced |
| Leo Wealth, LLC | 6,946 | $423.6K | 0.06% | −8,019−53.6% | Reduced |
| Alhambra Investment Partners LLC | 6,948 | $423.7K | 0.22% | −281−3.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,956 | $424.3K | 0.17% | +911+15.1% | Added |
| Tudor Financial Inc. | 6,957 | $424.3K | 0.25% | +396+6.0% | Added |
| Albert D Mason Inc | 6,963 | $424.7K | 0.29% | −250−3.5% | Reduced |
| Cross Staff Investments Inc | 6,978 | $425.6K | 0.32% | +8+0.1% | Added |
| Advisors Management Group Inc | 6,985 | $426.0K | 0.09% | +10.0% | Added |
| Advyzon Investment Management, LLC | 6,989 | $426.3K | 0.15% | −1,115−13.8% | Reduced |
| Capital Performance Advisors LLP | 6,998 | $426.8K | 0.09% | +812+13.1% | Added |
| Ashton Thomas Securities, LLC | 7,001 | $427.0K | 0.12% | +7,001 | New |
| Csenge Advisory Group | 8,692 | $427.9K | 0.02% | −1,187−12.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,062 | $430.9K | 0.07% | +1,246+21.4% | Added |
| Crescent Sterling, Ltd. | 7,066 | $431.0K | 0.44% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 7,067 | $431.0K | 0.02% | −4,056−36.5% | Reduced |
| Commonwealth Financial Services, LLC | 7,072 | $431.3K | 0.09% | +163+2.4% | Added |
| MCF Advisors LLC | 7,109 | $433.6K | 0.03% | −26−0.4% | Reduced |
| Hudson Bay Capital Management LP | 7,114 | $433.9K | 0.00% | +7,114 | New |
| SkyView Investment Advisors, LLC | 7,121 | $434.0K | 0.07% | +7,121 | New |
| Financial Advisory Service, Inc. | 7,132 | $435.0K | 0.04% | −309−4.2% | Reduced |
| McBroom & Associates, LLC | 7,137 | $435.3K | 0.25% | +7,137 | New |
| EverSource Wealth Advisors, LLC | 7,139 | $435.4K | 0.02% | −465−6.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 7,144 | $435.7K | 0.25% | 00.0% | Unchanged |
| Bailard, Inc. | 7,160 | $436.7K | 0.01% | +1,472+25.9% | Added |
| One Charles Private Wealth Services, LLC | 7,175 | $437.6K | 0.14% | −336−4.5% | Reduced |
| Jump Financial, LLC | 7,188 | $438.4K | 0.01% | +7,188 | New |
| New South Capital Management Inc | 7,189 | $438.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 7,196 | $438.9K | 0.18% | +1,579+28.1% | Added |
| King Wealth | 7,199 | $439.0K | 0.07% | −95−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 7,208 | $439.6K | 0.18% | −217−2.9% | Reduced |
| Blue Fin Capital, Inc. | 7,213 | $439.9K | 0.09% | −61−0.8% | Reduced |
| Horan Securities, Inc. | 7,213 | $439.9K | 0.17% | +52+0.7% | Added |
| MKT Advisors LLC | 7,981 | $440.5K | 0.21% | +30.0% | Added |
| Duncan Williams Asset Management, LLC | 7,270 | $443.4K | 0.16% | +20.0% | Added |
| Bank of New Hampshire | 7,297 | $445.0K | 0.12% | +165+2.3% | Added |
| Journey Strategic Wealth LLC | 7,297 | $445.1K | 0.02% | +140+2.0% | Added |
| Kentucky Trust Co | 7,305 | $445.5K | 0.26% | +430+6.3% | Added |
| Trace Wealth Advisors, LLC | 7,343 | $447.8K | 0.40% | +10.0% | Added |
| Richards, Merrill & Peterson, Inc. | 7,344 | $447.9K | 0.23% | −112−1.5% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,358 | $448.8K | 0.46% | 00.0% | Unchanged |
| L.M. Kohn & Company | 7,365 | $449.2K | 0.12% | +10+0.1% | Added |
| Riverbend Wealth Management, LLC | 7,385 | $450.4K | 0.40% | −307−4.0% | Reduced |
| River Wealth Advisors LLC | 7,408 | $451.8K | 0.06% | −12−0.2% | Reduced |
| M.E. Allison & Co., Inc. | 7,413 | $452.1K | 0.45% | +30.0% | Added |
| Trust Point Inc. | 7,417 | $452.4K | 0.04% | −2,006−21.3% | Reduced |
| Parvin Asset Management, LLC | 7,435 | $453.5K | 0.51% | +35+0.5% | Added |
| Wallace Advisory Group, LLC | 8,031 | $454.2K | 0.31% | +68+0.9% | Added |
| Laurel Wealth Advisors LLC | 7,450 | $454.4K | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 9,100 | $455.5K | 0.06% | −5,056−35.7% | Reduced |
| Kapstone Financial Advisors LLC | 7,473 | $455.8K | 0.26% | −2,518−25.2% | Reduced |
| Davis R M Inc | 7,504 | $457.7K | 0.01% | +1,674+28.7% | Added |
| KG&L Capital Management,LLC | 7,515 | $458.6K | 0.15% | −8,177−52.1% | Reduced |
| Klingenstein Fields & Co LP | 7,524 | $458.9K | 0.02% | −539−6.7% | Reduced |
| Chesapeake Wealth Management | 7,525 | $459.0K | 0.16% | −95−1.2% | Reduced |
| Vaughan David Investments LLC | 7,518 | $459.0K | 0.01% | −338−4.3% | Reduced |
| Magnus Financial Group LLC | 7,537 | $459.7K | 0.04% | −277−3.5% | Reduced |
| Prairie Sky Financial Group LLC | 7,546 | $460.2K | 0.27% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,551 | $460.5K | 0.05% | −563−6.9% | Reduced |
| Horst & Graben Wealth Management LLC | 7,589 | $462.8K | 0.08% | +51+0.7% | Added |
| Arrow Financial Corp | 7,644 | $466.2K | 0.05% | −24−0.3% | Reduced |
| WSFS Capital Management, LLC | 7,654 | $466.8K | 0.03% | +64+0.8% | Added |
| Gables Capital Management Inc. | 7,659 | $467.1K | 0.23% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 7,696 | $469.4K | 0.23% | −563−6.8% | Reduced |
| Westside Investment Management, Inc. | 7,711 | $469.8K | 0.10% | +205+2.7% | Added |
| Aspiriant, LLC | 7,729 | $471.4K | 0.02% | +157+2.1% | Added |
| Berger Financial Group, Inc | 7,730 | $471.4K | 0.03% | −96,292−92.6% | Reduced |
| State of Wyoming | 7,739 | $472.0K | 0.06% | −248−3.1% | Reduced |
| Uhlmann Price Securities, LLC | 7,754 | $472.8K | 0.35% | +467+6.4% | Added |
| Castle Rock Wealth Management, LLC | 7,983 | $475.7K | 0.13% | −669−7.7% | Reduced |
| Atala Financial Inc | 7,804 | $476.0K | 0.36% | 00.0% | Unchanged |
| Farmers Trust Co | 7,814 | $476.6K | 0.09% | −192−2.4% | Reduced |
| Palacios Wealth Management, LLC | 7,816 | $476.7K | 0.44% | 00.0% | Unchanged |
| Bank Ozk | 7,820 | $476.9K | 0.20% | −717−8.4% | Reduced |
| New Wave Wealth Advisors LLC | 7,825 | $477.2K | 0.21% | +7,723+7,571.6% | Added |
| Heritage Wealth Management, Inc. | 7,835 | $477.9K | 0.16% | −348−4.3% | Reduced |
| PDS Planning, Inc | 7,851 | $478.8K | 0.04% | +1,115+16.6% | Added |
| LBMC Investment Advisors, LLC | 7,880 | $480.6K | 0.04% | −5−0.1% | Reduced |
| Allegheny Financial Group LTD | 7,893 | $481.4K | 0.12% | −832−9.5% | Reduced |
| Allred Capital Management, LLC | 7,906 | $482.2K | 0.19% | −64−0.8% | Reduced |
| Stone Point Wealth LLC | 7,920 | $483.0K | 0.16% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,928 | $483.5K | 0.10% | +79+1.0% | Added |
| Northeast Investment Management | 7,960 | $485.5K | 0.02% | −679−7.9% | Reduced |
| SCS Capital Management LLC | 8,058 | $491.5K | 0.01% | +8,058 | New |
| Walker Asset Management, LLC | 8,059 | $491.5K | 0.30% | +72+0.9% | Added |
| Benin Management CORP | 8,063 | $491.8K | 0.14% | +325+4.2% | Added |
| Beacon Investment Advisory Services, Inc. | 8,063 | $491.8K | 0.02% | +212+2.7% | Added |
| Krane Funds Advisors LLC | 8,090 | $493.4K | 0.01% | −998−11.0% | Reduced |
| Catalytic Wealth RIA, LLC | 8,106 | $494.4K | 0.09% | −133−1.6% | Reduced |
| Unified Investment Management | 8,111 | $494.7K | 0.58% | −16,274−66.7% | Reduced |
| Tower Trust & Investment Co | 9,872 | $495.5K | 0.40% | +9,872 | New |
| Howe & Rusling Inc | 8,128 | $495.7K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 8,134 | $496.1K | 0.04% | −3,505−30.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,145 | $496.8K | 0.28% | 00.0% | Unchanged |
| Code Waechter LLC | 8,181 | $499.0K | 0.41% | +8,181 | New |
| Enterprise Financial Services Corp | 8,186 | $499.3K | 0.30% | −210−2.5% | Reduced |
| Prosperity Consulting Group, LLC | 8,199 | $500.1K | 0.04% | −2,286−21.8% | Reduced |
| Acorn Wealth Advisors, LLC | 8,203 | $500.3K | 0.21% | +66+0.8% | Added |
| Aspen Investment Management Inc | 8,232 | $502.0K | 0.23% | +18+0.2% | Added |