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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 99,400 | $6.06M | 0.26% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 99,323 | $6.06M | 0.07% | −5,260−5.0% | Reduced |
| Thompson Investment Management, Inc. | 99,181 | $6.05M | 0.91% | −2,786−2.7% | Reduced |
| Cardinal Capital Management | 97,659 | $5.96M | 0.92% | +2,625+2.8% | Added |
| Hennessy Advisors Inc | 97,200 | $5.93M | 0.20% | −1,100−1.1% | Reduced |
| Kennedy Capital Management, Inc. | 96,868 | $5.91M | 0.14% | −7,883−7.5% | Reduced |
| Belpointe Asset Management LLC | 96,578 | $5.89M | 0.31% | −91,863−48.7% | Reduced |
| Employees Retirement System of Texas | 95,973 | $5.85M | 0.05% | +54,931+133.8% | Added |
| Davy Global Fund Management Ltd | 95,110 | $5.80M | 0.68% | +9,410+11.0% | Added |
| Maryland State Retirement & Pension System | 94,852 | $5.79M | 0.14% | −14,080−12.9% | Reduced |
| New Mexico Educational Retirement Board | 94,734 | $5.78M | 0.21% | −1,900−2.0% | Reduced |
| AIA Group Ltd | 94,602 | $5.77M | 0.14% | +70,858+298.4% | Added |
| Loomis Sayles & Co L P | 94,440 | $5.76M | 0.01% | −150,728−61.5% | Reduced |
| Motley Fool Asset Management LLC | 94,397 | $5.76M | 0.32% | +2,046+2.2% | Added |
| CCM Investment Group, LLC | 95,768 | $5.75M | 0.61% | −7,872−7.6% | Reduced |
| Tocqueville Asset Management L.P. | 93,582 | $5.71M | 0.09% | −1,073−1.1% | Reduced |
| Equitable Holdings, Inc. | 93,413 | $5.70M | 0.05% | +3,704+4.1% | Added |
| Cary Street Partners Financial LLC | 93,166 | $5.68M | 0.18% | +52,477+129.0% | Added |
| Norden Group LLC | 92,820 | $5.66M | 0.65% | +744+0.8% | Added |
| HM Payson & Co | 92,714 | $5.65M | 0.10% | −5,155−5.3% | Reduced |
| Altrius Capital Management Inc | 91,834 | $5.60M | 1.36% | −3,217−3.4% | Reduced |
| Toth Financial Advisory Corp | 91,496 | $5.58M | 0.67% | +18,478+25.3% | Added |
| Kingsview Wealth Management, LLC | 91,080 | $5.55M | 0.10% | +59,362+187.2% | Added |
| Aaron Wealth Advisors | 90,935 | $5.55M | 0.64% | +535+0.6% | Added |
| HB Wealth Management, LLC | 90,042 | $5.49M | 0.05% | +16,500+22.4% | Added |
| Wright Investors Service Inc | 89,412 | $5.45M | 1.80% | −201−0.2% | Reduced |
| Apollon Wealth Management, LLC | 89,050 | $5.43M | 0.12% | +3,343+3.9% | Added |
| Kempen Capital Management N.V. | 88,093 | $5.37M | 0.06% | +9,581+12.2% | Added |
| Bleakley Financial Group, LLC | 87,988 | $5.37M | 0.17% | +1,948+2.3% | Added |
| Edgar Lomax Co | 87,960 | $5.36M | 0.34% | −107,640−55.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 87,928 | $5.36M | 0.14% | +1,124+1.3% | Added |
| Stock Yards Bank & Trust Co | 87,739 | $5.35M | 0.19% | −5,013−5.4% | Reduced |
| iA Global Asset Management Inc. | 87,084 | $5.31M | 0.09% | −11,648−11.8% | Reduced |
| Thor Investment Management Inc | 87,026 | $5.31M | 3.90% | +1,977+2.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 86,989 | $5.31M | 1.84% | −23,290−21.1% | Reduced |
| Hudson Capital Management LLC | 86,313 | $5.26M | 1.60% | +4,182+5.1% | Added |
| Sandy Spring Bank | 86,311 | $5.26M | 0.22% | −4,853−5.3% | Reduced |
| Am Investment Strategies LLC | 86,060 | $5.25M | 1.27% | +933+1.1% | Added |
| Searle & Co. | 84,510 | $5.15M | 1.47% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 83,990 | $5.12M | 0.30% | 00.0% | Unchanged |
| Quilter Plc | 83,263 | $5.08M | 0.11% | −24,555−22.8% | Reduced |
| Gladstone Institutional Advisory LLC | 83,103 | $5.07M | 0.24% | +18,049+27.7% | Added |
| Geneos Wealth Management Inc. | 82,754 | $5.05M | 0.17% | −13,201−13.8% | Reduced |
| Promethos Capital, LLC | 81,579 | $4.98M | 1.83% | −2,130−2.5% | Reduced |
| Versant Capital Management, Inc | 81,348 | $4.96M | 0.83% | +2,658+3.4% | Added |
| Toroso Investments, LLC | 81,299 | $4.96M | 0.04% | −8,898−9.9% | Reduced |
| Hikari Tsushin, Inc. | 81,141 | $4.95M | 0.33% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 81,098 | $4.95M | 0.06% | −186,555−69.7% | Reduced |
| TD Private Client Wealth LLC | 81,015 | $4.94M | 0.14% | −3,442−4.1% | Reduced |
| Naples Global Advisors, LLC | 80,843 | $4.93M | 0.47% | +334+0.4% | Added |
| Arlington Partners LLC | 80,797 | $4.93M | 1.93% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 80,791 | $4.93M | 0.83% | −75−0.1% | Reduced |
| Plato Investment Management Ltd | 78,605 | $4.85M | 0.41% | −43,619−35.7% | Reduced |
| Rodgers Brothers Inc. | 79,052 | $4.82M | 0.64% | −290−0.4% | Reduced |
| Trustmark National Bank Trust Department | 78,766 | $4.80M | 0.36% | +22,451+39.9% | Added |
| Avaii Wealth Management, LLC | 78,597 | $4.79M | 2.56% | +67,221+590.9% | Added |
| Hunter Perkins Capital Management, LLC | 78,115 | $4.76M | 1.11% | −100,435−56.3% | Reduced |
| Tufton Capital Management | 78,081 | $4.76M | 0.92% | −1,314−1.7% | Reduced |
| Parsons Capital Management Inc | 77,881 | $4.75M | 0.26% | −1,622−2.0% | Reduced |
| Nomura Holdings Inc | 77,744 | $4.74M | 0.03% | −2,892−3.6% | Reduced |
| Daymark Wealth Partners, LLC | 77,685 | $4.74M | 0.20% | −279−0.4% | Reduced |
| Moors & Cabot, Inc. | 77,583 | $4.73M | 0.24% | −11,646−13.1% | Reduced |
| NBT Bank N A | 77,530 | $4.73M | 0.34% | −3,194−4.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 77,458 | $4.72M | 0.18% | +2,664+3.6% | Added |
| CAPROCK Group, Inc. | 77,386 | $4.72M | 0.14% | −1,047−1.3% | Reduced |
| Good Life Advisors, LLC | 77,125 | $4.70M | 0.33% | +10,404+15.6% | Added |
| Concurrent Investment Advisors, LLC | 76,874 | $4.69M | 0.11% | +46,504+153.1% | Added |
| Convergence Investment Partners, LLC | 76,302 | $4.65M | 1.29% | −14,191−15.7% | Reduced |
| Independent Advisor Alliance | 76,073 | $4.64M | 0.15% | +5,024+7.1% | Added |
| Richard Bernstein Advisors LLC | 75,530 | $4.61M | 0.11% | −3,050−3.9% | Reduced |
| Delta Asset Management LLC | 75,524 | $4.61M | 0.44% | −1,782−2.3% | Reduced |
| Strategic Planning, Inc. | 75,458 | $4.60M | 2.60% | +75,458 | New |
| Signature Wealth Management Group | 75,162 | $4.58M | 1.79% | +1,179+1.6% | Added |
| Marietta Investment Partners LLC | 75,078 | $4.58M | 1.10% | +66,978+826.9% | Added |
| Tema ETFs LLC | 75,050 | $4.58M | 1.37% | +75,050 | New |
| Hamilton Wealth, LLC | 75,002 | $4.57M | 1.10% | +3,550+5.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 74,846 | $4.56M | 0.12% | +54,810+273.6% | Added |
| Fred Alger Management, LLC | 74,819 | $4.56M | 0.03% | −54,945−42.3% | Reduced |
| Romano Brothers and Company | 74,047 | $4.52M | 0.58% | −301−0.4% | Reduced |
| Allstate Corp | 73,667 | $4.49M | 0.13% | +13,357+22.1% | Added |
| Next Level Private LLC | 73,234 | $4.47M | 1.66% | +1,079+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 73,185 | $4.46M | 0.13% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 72,806 | $4.44M | 0.03% | −8,026−9.9% | Reduced |
| Empirical Finance, LLC | 72,612 | $4.43M | 0.27% | +1,009+1.4% | Added |
| XML Financial, LLC | 72,451 | $4.42M | 0.41% | −2,617−3.5% | Reduced |
| Cypress Capital Group | 72,269 | $4.41M | 0.58% | +2,743+3.9% | Added |
| Griffin Asset Management, Inc. | 72,173 | $4.40M | 0.54% | −7,441−9.3% | Reduced |
| Inspire Trust Co, N.A. | 72,000 | $4.39M | 1.04% | +14,000+24.1% | Added |
| Siemens Fonds Invest GmbH | 71,584 | $4.37M | 0.30% | +821+1.2% | Added |
| Argent Trust Co | 71,362 | $4.35M | 0.18% | −1,039−1.4% | Reduced |
| Whittier Trust Co | 71,271 | $4.35M | 0.06% | −3,555−4.8% | Reduced |
| Great Lakes Advisors, LLC | 70,859 | $4.32M | 0.04% | +60,284+570.1% | Added |
| Coho Partners, Ltd. | 70,803 | $4.32M | 0.26% | +70,803 | New |
| Fieldview Capital Management, LLC | 70,729 | $4.31M | 0.61% | +47,284+201.7% | Added |
| Cullinan Associates Inc | 69,920 | $4.26M | 0.30% | −1,684−2.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 69,806 | $4.26M | 1.73% | −1,972−2.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 69,099 | $4.21M | 0.24% | +9,153+15.3% | Added |
| Mubadala Investment Co PJSC | 69,095 | $4.21M | 0.02% | +69,095 | New |
| Argyle Capital Management Inc. | 68,747 | $4.19M | 1.56% | +1,380+2.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 68,695 | $4.19M | 0.01% | +24,195+54.4% | Added |