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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 68,319 | $4.17M | 0.28% | −3,232−4.5% | Reduced |
| AE Wealth Management LLC | 68,260 | $4.16M | 0.04% | +6,754+11.0% | Added |
| Mirabella Financial Services LLP | 68,053 | $4.16M | 0.17% | +38,139+127.5% | Added |
| Castleview Partners, LLC | 67,896 | $4.14M | 2.80% | +12,703+23.0% | Added |
| Farmers & Merchants Investments Inc | 67,384 | $4.11M | 0.13% | −3,372−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 67,070 | $4.09M | 0.12% | −47,889−41.7% | Reduced |
| Sterling Capital Management LLC | 66,870 | $4.08M | 0.06% | −8,504−11.3% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 66,869 | $4.08M | 2.19% | −2,793−4.0% | Reduced |
| Park Avenue Securities LLC | 66,779 | $4.07M | 0.05% | +9,973+17.6% | Added |
| Sigma Planning Corp | 66,619 | $4.06M | 0.13% | +11,416+20.7% | Added |
| Bessemer Group Inc | 66,560 | $4.06M | 0.01% | −38,240−36.5% | Reduced |
| Benedict Financial Advisors Inc | 66,567 | $4.06M | 0.94% | +444+0.7% | Added |
| Four Tree Island Advisory LLC | 66,556 | $4.06M | 2.85% | +14,783+28.6% | Added |
| Catherine Avery Investment Management LLC | 66,268 | $4.04M | 3.62% | +4,988+8.1% | Added |
| Edgestream Partners, L.P. | 65,955 | $4.02M | 0.14% | −19,899−23.2% | Reduced |
| Hamilton Capital Partners Inc. | 65,556 | $4.00M | 0.26% | −5,999−8.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 65,058 | $3.97M | 0.12% | −126,237−66.0% | Reduced |
| Assenagon Asset Management S.A. | 65,038 | $3.97M | 0.01% | +869+1.4% | Added |
| Hillman Capital Management, Inc. | 65,019 | $3.97M | 1.95% | −49,652−43.3% | Reduced |
| Allworth Financial LP | 81,386 | $3.96M | 0.02% | +3,551+4.6% | Added |
| Axxcess Wealth Management, LLC | 64,930 | $3.96M | 0.11% | −3,600−5.3% | Reduced |
| Tobam | 64,862 | $3.96M | 1.69% | −51,420−44.2% | Reduced |
| First Bank & Trust | 64,717 | $3.95M | 0.76% | +4,449+7.4% | Added |
| Jacobi Capital Management LLC | 64,613 | $3.94M | 0.29% | −1,169−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 64,542 | $3.94M | 0.06% | +146+0.2% | Added |
| Prospera Financial Services Inc | 64,357 | $3.93M | 0.09% | +13,457+26.4% | Added |
| Snowden Capital Advisors LLC | 63,893 | $3.90M | 0.12% | −5,165−7.5% | Reduced |
| Mengis Capital Management, Inc. | 63,108 | $3.85M | 0.80% | −425−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 62,963 | $3.84M | 0.04% | −2,383−3.6% | Reduced |
| Family Management Corp | 62,700 | $3.82M | 0.63% | +2,870+4.8% | Added |
| SummitTX Capital, L.P. | 62,625 | $3.82M | 0.17% | +62,625 | New |
| Shell Asset Management Co | 62,566 | $3.82M | 0.18% | −1,836−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 62,482 | $3.81M | 0.13% | +222+0.4% | Added |
| Perigon Wealth Management, LLC | 62,298 | $3.80M | 0.10% | +2,205+3.7% | Added |
| Tokio Marine Asset Management Co Ltd | 62,197 | $3.79M | 0.14% | +3,944+6.8% | Added |
| Hallmark Capital Management Inc | 62,052 | $3.78M | 0.29% | −879−1.4% | Reduced |
| Shorepoint Capital Partners LLC | 61,924 | $3.78M | 0.85% | +3,498+6.0% | Added |
| J.W. Cole Advisors, Inc. | 61,851 | $3.77M | 0.12% | +41,730+207.4% | Added |
| Donaldson Capital Management, LLC | 61,445 | $3.75M | 0.14% | +2,050+3.5% | Added |
| Edgewood Management LLC | 61,189 | $3.73M | 0.01% | −13,811−18.4% | Reduced |
| Capital International Ltd | 60,975 | $3.72M | 0.16% | +795+1.3% | Added |
| Verdence Capital Advisors LLC | 60,881 | $3.71M | 0.28% | −5,871−8.8% | Reduced |
| Roanoke Asset Management Corp | 60,465 | $3.69M | 1.26% | +2,563+4.4% | Added |
| American Financial Group Inc | 60,000 | $3.66M | 1.56% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 59,991 | $3.66M | 1.37% | −1,059−1.7% | Reduced |
| Verition Fund Management LLC | 59,915 | $3.65M | 0.02% | −24,410−28.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 75,610 | $3.65M | 0.20% | +75,610 | New |
| Horizon Kinetics Asset Management LLC | 59,813 | $3.65M | 0.04% | −663−1.1% | Reduced |
| Truvestments Capital LLC | 59,796 | $3.65M | 0.79% | +52,994+779.1% | Added |
| Ar Asset Management Inc | 59,774 | $3.65M | 0.83% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 59,492 | $3.63M | 0.27% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 59,311 | $3.62M | 0.11% | −64,688−52.2% | Reduced |
| Wealthspire Advisors, LLC | 59,144 | $3.61M | 0.02% | +30,465+106.2% | Added |
| LGT Fund Management Co Ltd. | 59,088 | $3.60M | 0.32% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 59,005 | $3.60M | 0.26% | +696+1.2% | Added |
| Pensionmark Financial Group, LLC | 58,879 | $3.59M | 0.09% | +3,190+5.7% | Added |
| Te Ahumairangi Investment Management Ltd | 58,497 | $3.57M | 0.76% | −14,647−20.0% | Reduced |
| Everence Capital Management Inc | 58,360 | $3.56M | 0.24% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 58,114 | $3.54M | 1.52% | +58,114 | New |
| PFG Investments, LLC | 57,551 | $3.51M | 0.23% | +3,999+7.5% | Added |
| Caisse des Depots Et Consignations | 57,487 | $3.51M | 0.17% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 57,300 | $3.49M | 0.88% | +196+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 57,225 | $3.49M | 0.29% | −619−1.1% | Reduced |
| 3Chopt Investment Partners, LLC | 57,026 | $3.48M | 0.91% | +4,021+7.6% | Added |
| Lipe & Dalton | 56,999 | $3.48M | 1.95% | +230+0.4% | Added |
| Avantax Planning Partners, Inc. | 56,877 | $3.47M | 0.12% | −6,484−10.2% | Reduced |
| Adviser Investments LLC | 56,707 | $3.46M | 0.04% | −12,225−17.7% | Reduced |
| Pitcairn Co | 56,418 | $3.44M | 0.21% | +1,697+3.1% | Added |
| GWN Securities Inc. | 75,620 | $3.43M | 0.19% | +65,917+679.3% | Added |
| Intact Investment Management Inc. | 55,800 | $3.40M | 0.12% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 55,252 | $3.40M | 0.40% | −281−0.5% | Reduced |
| Diversified Trust Co | 55,658 | $3.39M | 0.08% | +9,503+20.6% | Added |
| Sippican Capital Advisors | 55,622 | $3.39M | 2.56% | −130−0.2% | Reduced |
| Wedbush Securities Inc | 55,604 | $3.39M | 0.12% | −1,782−3.1% | Reduced |
| Fulton Bank, N.A. | 55,502 | $3.39M | 0.14% | −6,747−10.8% | Reduced |
| Sowell Financial Services LLC | 55,340 | $3.38M | 0.15% | −1,483−2.6% | Reduced |
| DJE Kapital AG | 55,730 | $3.37M | 0.10% | +55,730 | New |
| Exchange Capital Management, Inc. | 54,673 | $3.33M | 0.54% | +140+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 54,643 | $3.33M | 0.29% | −487−0.9% | Reduced |
| Mechanics Bank Trust Department | 54,526 | $3.33M | 0.45% | −2,628−4.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 54,449 | $3.32M | 0.43% | −120,263−68.8% | Reduced |
| EP Wealth Advisors, LLC | 54,328 | $3.31M | 0.03% | +2,739+5.3% | Added |
| Bonness Enterprises Inc | 54,300 | $3.31M | 1.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 68,897 | $3.30M | 0.09% | +13,504+24.4% | Added |
| Milestone Asset Management, LLC | 54,006 | $3.29M | 0.70% | +27,297+102.2% | Added |
| Ostrum Asset Management | 53,960 | $3.29M | 0.17% | −11,878−18.0% | Reduced |
| SS&H Financial Advisors, Inc. | 53,900 | $3.29M | 1.23% | 00.0% | Unchanged |
| Shelter Mutual Insurance Co | 53,800 | $3.28M | 0.79% | 00.0% | Unchanged |
| First Interstate Bank | 53,541 | $3.27M | 0.19% | −2,129−3.8% | Reduced |
| Haverford Trust Co | 53,412 | $3.26M | 0.03% | −13,292−19.9% | Reduced |
| Essex Financial Services, Inc. | 53,376 | $3.26M | 0.23% | +2,991+5.9% | Added |
| Providence Capital Advisors, LLC | 53,212 | $3.25M | 0.67% | +732+1.4% | Added |
| Ascent Group, LLC | 53,190 | $3.24M | 0.14% | +8,721+19.6% | Added |
| Sage Capital Advisors,llc | 53,053 | $3.24M | 0.85% | −3,986−7.0% | Reduced |
| AIMZ Investment Advisors, LLC | 52,933 | $3.23M | 1.13% | −171−0.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 52,578 | $3.21M | 0.19% | −2,779−5.0% | Reduced |
| Fagan Associates, Inc. | 52,522 | $3.20M | 0.53% | +46,295+743.5% | Added |
| Range Financial Group LLC | 52,140 | $3.18M | 1.41% | +2,945+6.0% | Added |
| Ossiam | 51,733 | $3.16M | 0.04% | +2,100+4.2% | Added |
| Ferguson Wellman Capital Management, Inc | 51,653 | $3.15M | 0.06% | −1,039−2.0% | Reduced |