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; 2,529 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 | 2,529 | $96.7B |
| Q1 2026 | 2,543 | $98.1B |
| Q4 2025 | 2,462 | $88.5B |
| Q3 2025 | 2,277 | $71.6B |
| Q2 2025 | 2,299 | $76.1B |
| Q1 2025 | 2,485 | $99.3B |
| Q4 2024 | 2,494 | $90.4B |
| Q3 2024 | 2,268 | $80.0B |
| Q2 2024 | 2,156 | $63.8B |
| Q1 2024 | 2,337 | $84.6B |
| Q4 2023 | 2,368 | $79.5B |
| Q3 2023 | 2,394 | $91.2B |
| Q2 2023 | 2,486 | $102.2B |
| Q1 2023 | 2,548 | $110.9B |
| Q4 2022 | 2,605 | $115.1B |
| Q3 2022 | 2,474 | $116.4B |
| Q2 2022 | 2,543 | $126.8B |
| Q1 2022 | 2,521 | $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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 265,374 | $16.2M | 0.04% | +1,095+0.4% | Added |
| Assetmark, Inc | 263,573 | $16.1M | 0.04% | +3,952+1.5% | Added |
| Synovus Financial Corp | 262,899 | $16.0M | 0.21% | +8,352+3.3% | Added |
| TD Waterhouse Canada Inc. | 269,138 | $16.0M | 0.13% | −1,175−0.4% | Reduced |
| TownSquare Capital, LLC | 262,173 | $16.0M | 0.17% | +34,874+15.3% | Added |
| Wesbanco Bank Inc | 261,486 | $15.9M | 0.55% | −910.0% | Reduced |
| Zacks Investment Management | 260,050 | $15.9M | 0.15% | +9,085+3.6% | Added |
| Nissay Asset Management Corp | 259,425 | $15.8M | 0.10% | +2,203+0.9% | Added |
| CIBC Private Wealth Group, LLC | 297,084 | $15.8M | 0.03% | −10,498−3.4% | Reduced |
| Mutual of America Capital Management LLC | 254,881 | $15.5M | 0.18% | +554+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 253,641 | $15.5M | 0.08% | +458+0.2% | Added |
| Congress Wealth Management LLC | 250,474 | $15.3M | 0.18% | +83,127+49.7% | Added |
| King Luther Capital Management Corp | 249,387 | $15.2M | 0.07% | +227,332+1,030.8% | Added |
| Generali Asset Management SPA SGR | 245,430 | $15.0M | 0.37% | −38,531−13.6% | Reduced |
| CIBC World Markets Corp | 244,724 | $14.9M | 0.12% | −75,221−23.5% | Reduced |
| BLI - Banque de Luxembourg Investments | 247,000 | $14.8M | 0.45% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 242,509 | $14.8M | 0.22% | +27,289+12.7% | Added |
| Artemis Investment Management LLP | 242,131 | $14.8M | 0.23% | +242,131 | New |
| Compagnie Lombard Odier SCmA | 240,435 | $14.7M | 0.18% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 236,306 | $14.4M | 0.21% | +236,306 | New |
| National Asset Management, Inc. | 235,435 | $14.4M | 0.44% | +88,069+59.8% | Added |
| Elo Mutual Pension Insurance Co | 235,060 | $14.3M | 0.32% | +50,044+27.0% | Added |
| Avantax Advisory Services, Inc. | 234,200 | $14.3M | 0.09% | +15,977+7.3% | Added |
| Pictet & Cie (Europe) SA | 231,500 | $14.1M | 0.34% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 231,411 | $14.1M | 0.16% | −2,603−1.1% | Reduced |
| Capital Investment Advisors, LLC | 229,731 | $14.0M | 0.27% | −18,061−7.3% | Reduced |
| Advisors Asset Management, Inc. | 228,953 | $14.0M | 0.26% | −24,575−9.7% | Reduced |
| JustInvest LLC | 228,935 | $14.0M | 0.21% | +27,702+13.8% | Added |
| Kames Capital plc | 228,404 | $13.9M | 0.20% | +3,139+1.4% | Added |
| NEOS Investment Management LLC | 228,404 | $13.9M | 0.26% | +104,222+83.9% | Added |
| Capital Management Corp | 225,844 | $13.8M | 2.39% | −10,625−4.5% | Reduced |
| Nepsis, Inc. | 224,806 | $13.7M | 3.39% | +224,806 | New |
| Flputnam Investment Management Co | 222,079 | $13.5M | 0.25% | +76,321+52.4% | Added |
| Edmond de Rothschild Holding S.A. | 221,517 | $13.5M | 0.24% | −45,342−17.0% | Reduced |
| Gilman Hill Asset Management, LLC | 221,311 | $13.5M | 2.34% | +3,074+1.4% | Added |
| Brown Advisory Inc | 221,045 | $13.5M | 0.02% | −3,355−1.5% | Reduced |
| Fisher Asset Management, LLC | 220,739 | $13.5M | 0.01% | −3,138−1.4% | Reduced |
| Kestra Advisory Services, LLC | 219,758 | $13.4M | 0.06% | −13,511−5.8% | Reduced |
| Colony Group, LLC | 218,086 | $13.3M | 0.03% | −8,352−3.7% | Reduced |
| Community Bank, N.A. | 217,917 | $13.3M | 1.78% | −5,010−2.2% | Reduced |
| NFJ Investment Group, LLC | 217,071 | $13.2M | 0.45% | −5,018−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 216,452 | $13.2M | 0.23% | +25,638+13.4% | Added |
| Pathstone Holdings, LLC | 216,653 | $13.2M | 0.06% | +5,786+2.7% | Added |
| Banco Santander, S.A. | 215,212 | $13.1M | 0.14% | +34,496+19.1% | Added |
| Americana Partners, LLC | 214,301 | $13.1M | 0.51% | +664+0.3% | Added |
| Busey Wealth Management | 214,132 | $13.1M | 0.44% | +630.0% | Added |
| Miramar Capital, LLC | 214,119 | $13.1M | 3.11% | +35,858+20.1% | Added |
| Picton Mahoney Asset Management | 213,110 | $13.0M | 0.45% | −18,309−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 208,900 | $12.7M | 0.14% | +1,579+0.8% | Added |
| United Services Automobile Association | 209,980 | $12.6M | 0.39% | −170,205−44.8% | Reduced |
| Intech Investment Management LLC | 206,070 | $12.6M | 0.13% | +34,184+19.9% | Added |
| Stratos Wealth Partners, LTD. | 204,083 | $12.4M | 0.19% | −13,817−6.3% | Reduced |
| PGGM Investments | 202,639 | $12.4M | 0.17% | +111,528+122.4% | Added |
| TruWealth Advisors, LLC | 202,426 | $12.3M | 0.75% | +202,426 | New |
| Erste Asset Management GmbH | 206,277 | $12.3M | 0.16% | +44,067+27.2% | Added |
| Old National Bancorp | 196,892 | $12.0M | 0.32% | −2,745−1.4% | Reduced |
| Altrinsic Global Advisors LLC | 195,923 | $11.9M | 0.59% | −13,186−6.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 194,928 | $11.9M | 0.01% | −1,795−0.9% | Reduced |
| Mediolanum International Funds Ltd | 197,466 | $11.9M | 0.16% | +104,854+113.2% | Added |
| Rafferty Asset Management, LLC | 193,346 | $11.8M | 0.05% | −42,928−18.2% | Reduced |
| Jones Financial Companies LLLP | 195,534 | $11.7M | 0.01% | +48,823+33.3% | Added |
| GWM Advisors LLC | 190,036 | $11.6M | 0.07% | +21,924+13.0% | Added |
| Simplex Trading, LLC | 188,899 | $11.5M | 0.41% | −147,729−43.9% | Reduced |
| Avanza Fonder AB | 192,034 | $11.4M | 0.38% | −26,192−12.0% | Reduced |
| Banque Cantonale Vaudoise | 186,649 | $11.4M | 0.50% | +186,649 | New |
| Arkadios Wealth Advisors | 186,563 | $11.4M | 0.43% | +35,144+23.2% | Added |
| United Capital Financial Advisers, LLC | 186,480 | $11.4M | 0.10% | +6,239+3.5% | Added |
| GAM Holding AG | 184,489 | $11.3M | 0.87% | −18,157−9.0% | Reduced |
| Stonebridge Capital Advisors LLC | 184,023 | $11.2M | 0.91% | −2,529−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 185,928 | $11.2M | 0.05% | +185,928 | New |
| Alberta Investment Management Corp | 178,284 | $10.9M | 0.07% | +178,284 | New |
| Allspring Global Investments Holdings, LLC | 182,510 | $10.9M | 0.02% | −11,935−6.1% | Reduced |
| Rockland Trust Co | 175,253 | $10.7M | 0.54% | −20,035−10.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 175,231 | $10.7M | 0.04% | −66,286−27.4% | Reduced |
| Oregon Public Employees Retirement Fund | 174,297 | $10.6M | 0.21% | +398+0.2% | Added |
| Capital International Sarl | 174,047 | $10.6M | 0.24% | +19,955+13.0% | Added |
| Steel Peak Wealth Management LLC | 173,664 | $10.6M | 0.45% | −6,425−3.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 173,396 | $10.6M | 0.03% | +152,376+724.9% | Added |
| BancorpSouth Bank | 173,116 | $10.6M | 0.75% | +3,558+2.1% | Added |
| Claret Asset Management Corp | 172,985 | $10.6M | 1.52% | −1,638−0.9% | Reduced |
| Ieq Capital, LLC | 172,523 | $10.5M | 0.08% | +37,362+27.6% | Added |
| Zions Bancorporation, National Association | 170,732 | $10.4M | 0.66% | +170,732 | New |
| F&V Capital Management, LLC | 170,721 | $10.4M | 2.70% | −1,437−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 170,104 | $10.4M | 0.17% | +3,092+1.9% | Added |
| Canal Insurance CO | 170,000 | $10.4M | 2.45% | 00.0% | Unchanged |
| MAI Capital Management | 169,602 | $10.3M | 0.08% | −4,262−2.5% | Reduced |
| River Road Asset Management, LLC | 167,941 | $10.2M | 0.14% | −14,543−8.0% | Reduced |
| Acadian Asset Management LLC | 167,694 | $10.2M | 0.03% | −45,553−21.4% | Reduced |
| Partners Capital Investment Group, LLP | 167,419 | $10.2M | 0.17% | +78,649+88.6% | Added |
| Steward Partners Investment Advisory, LLC | 166,188 | $10.1M | 0.09% | +9,437+6.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 165,900 | $10.1M | 1.75% | +6,556+4.1% | Added |
| Atria Investments LLC | 162,779 | $9.93M | 0.13% | −20,375−11.1% | Reduced |
| Engineers Gate Manager LP | 162,635 | $9.92M | 0.17% | −59,156−26.7% | Reduced |
| Thrivent Financial for Lutherans | 163,311 | $9.91M | 0.02% | −3,168−1.9% | Reduced |
| Mizuho Securities USA LLC | 162,487 | $9.91M | 0.21% | −29,738−15.5% | Reduced |
| Northwest & Ethical Investments L.P. | 162,087 | $9.88M | 0.27% | +88,588+120.5% | Added |
| Atria Wealth Solutions, Inc. | 161,837 | $9.87M | 0.12% | −28,841−15.1% | Reduced |
| Dana Investment Advisors, Inc. | 160,383 | $9.78M | 0.35% | −7,524−4.5% | Reduced |
| Fiduciary Trust Co | 160,128 | $9.77M | 0.13% | −7,487−4.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 160,075 | $9.76M | 0.10% | +81,276+103.1% | Added |