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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 51,601 | $3.15M | 0.05% | +9,166+21.6% | Added |
| Resonant Capital Advisors, LLC | 51,231 | $3.12M | 0.22% | +1,675+3.4% | Added |
| Investment House LLC | 51,185 | $3.12M | 0.18% | −724−1.4% | Reduced |
| Woodstock Corp | 50,916 | $3.11M | 0.31% | −1,351−2.6% | Reduced |
| Savant Capital, LLC | 50,899 | $3.10M | 0.03% | −45,732−47.3% | Reduced |
| Horizon Investments, LLC | 51,376 | $3.10M | 0.09% | +1,349+2.7% | Added |
| Carret Asset Management, LLC | 50,687 | $3.09M | 0.35% | +771+1.5% | Added |
| Dean Investment Associates, LLC | 50,673 | $3.09M | 0.46% | −3,620−6.7% | Reduced |
| Meridian Wealth Management, LLC | 50,499 | $3.08M | 0.15% | −750−1.5% | Reduced |
| Iowa State Bank | 50,475 | $3.08M | 0.65% | +3,542+7.5% | Added |
| Portfolio Design Labs, LLC | 50,421 | $3.08M | 0.63% | −215−0.4% | Reduced |
| Walleye Trading LLC | 50,289 | $3.07M | 0.09% | −796,573−94.1% | Reduced |
| Jefferies Financial Group Inc. | 50,151 | $3.06M | 0.05% | −196,877−79.7% | Reduced |
| Neville Rodie & Shaw Inc | 50,089 | $3.06M | 0.24% | −500−1.0% | Reduced |
| Waterloo Capital, L.P. | 49,947 | $3.05M | 0.28% | +19,376+63.4% | Added |
| GF Fund Management Co. Ltd. | 49,748 | $3.03M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 49,551 | $3.02M | 0.03% | +6,618+15.4% | Added |
| Orion Portfolio Solutions, LLC | 49,551 | $3.02M | 0.03% | +6,618+15.4% | Added |
| EagleClaw Capital Managment, LLC | 49,318 | $3.01M | 0.47% | −2,700−5.2% | Reduced |
| Sapient Capital LLC | 49,006 | $2.99M | 0.06% | −503−1.0% | Reduced |
| Gries Financial LLC | 48,980 | $2.99M | 0.58% | −2,267−4.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 48,694 | $2.97M | 0.55% | +3,980+8.9% | Added |
| Integras Partners LLC | 48,560 | $2.96M | 2.67% | −513−1.0% | Reduced |
| Kerusso Capital Management LLC | 48,453 | $2.96M | 1.88% | +1,238+2.6% | Added |
| Soltis Investment Advisors LLC | 48,311 | $2.95M | 0.26% | +40,468+516.0% | Added |
| Mirador Capital Partners LP | 48,166 | $2.94M | 0.51% | +812+1.7% | Added |
| Cypress Capital, LLC | 48,067 | $2.93M | 0.85% | +479+1.0% | Added |
| Inlet Private Wealth, LLC | 47,988 | $2.93M | 0.76% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 47,849 | $2.92M | 0.18% | +4,328+9.9% | Added |
| Guyasuta Investment Advisors Inc | 47,643 | $2.91M | 0.19% | −1,049−2.2% | Reduced |
| Cohen Klingenstein LLC | 47,559 | $2.90M | 0.11% | 00.0% | Unchanged |
| Kendall Capital Management | 47,542 | $2.90M | 0.85% | −90−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 47,493 | $2.90M | 1.18% | +973+2.1% | Added |
| Mill Capital Management, LLC | 47,468 | $2.90M | 0.23% | −65−0.1% | Reduced |
| Leelyn Smith, LLC | 47,267 | $2.88M | 0.51% | −432−0.9% | Reduced |
| Trust Co of Toledo NA | 47,140 | $2.88M | 0.38% | +461+1.0% | Added |
| HighPoint Advisor Group LLC | 58,166 | $2.86M | 0.17% | −2,761−4.5% | Reduced |
| Wealthcare Advisory Partners LLC | 46,927 | $2.86M | 0.08% | +3,041+6.9% | Added |
| Delta Financial Group, Inc. | 46,807 | $2.86M | 0.65% | +2,779+6.3% | Added |
| LMG Wealth Partners, LLC | 46,742 | $2.85M | 0.64% | +330+0.7% | Added |
| V-Square Quantitative Management LLC | 46,399 | $2.83M | 0.41% | +1,305+2.9% | Added |
| Promethium Advisors,llc | 46,050 | $2.81M | 1.80% | −10,000−17.8% | Reduced |
| Clarkston Capital Partners, LLC | 46,000 | $2.81M | 0.06% | 00.0% | Unchanged |
| London Co of Virginia | 45,746 | $2.79M | 0.02% | −1,915−4.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 45,545 | $2.78M | 0.05% | +6,526+16.7% | Added |
| Montag A & Associates Inc | 45,529 | $2.78M | 0.14% | −43,729−49.0% | Reduced |
| Consolidated Portfolio Review Corp | 45,515 | $2.78M | 0.44% | +3,449+8.2% | Added |
| Choate Investment Advisors | 45,478 | $2.77M | 0.07% | −1,108−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 45,236 | $2.76M | 0.04% | +2,487+5.8% | Added |
| Duncker Streett & Co Inc | 45,081 | $2.75M | 0.54% | −200.0% | Reduced |
| Capital Asset Advisory Services LLC | 46,005 | $2.74M | 0.14% | −2,293−4.7% | Reduced |
| Berkeley Capital Partners, LLC | 44,767 | $2.73M | 0.75% | +271+0.6% | Added |
| Quadrature Capital Ltd | 44,319 | $2.70M | 0.06% | +44,319 | New |
| Bahl & Gaynor Inc | 44,053 | $2.69M | 0.01% | −900−2.0% | Reduced |
| Boyd Watterson Asset Management LLC | 43,920 | $2.68M | 0.86% | +1,500+3.5% | Added |
| NJ State Employees Deferred Compensation Plan | 43,884 | $2.68M | 0.34% | 00.0% | Unchanged |
| Trust Co of Vermont | 43,848 | $2.67M | 0.13% | −1,203−2.7% | Reduced |
| IHT Wealth Management, LLC | 43,589 | $2.66M | 0.08% | +9,584+28.2% | Added |
| LaFleur & Godfrey LLC | 43,571 | $2.66M | 0.36% | +200.0% | Added |
| BNP Paribas | 40,856 | $2.65M | 0.11% | +26,494+184.5% | Added |
| International Assets Investment Management, LLC | 43,414 | $2.65M | 0.23% | +6,041+16.2% | Added |
| Simmons Bank | 42,992 | $2.62M | 0.20% | +4,236+10.9% | Added |
| Birmingham Capital Management Co Inc | 42,891 | $2.62M | 0.98% | −1,000−2.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 42,672 | $2.60M | 1.01% | +1,352+3.3% | Added |
| Holderness Investments Co | 42,492 | $2.59M | 0.60% | −278−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,411 | $2.59M | 0.17% | −2,352−5.3% | Reduced |
| LMR Partners LLP | 42,390 | $2.59M | 0.05% | −89,777−67.9% | Reduced |
| Stance Capital LLC | 42,365 | $2.58M | 1.91% | +39,165+1,223.9% | Added |
| Westwood Holdings Group Inc. | 42,211 | $2.57M | 0.02% | +17,020+67.6% | Added |
| Zuckerman Investment Group, LLC | 42,202 | $2.57M | 0.28% | 00.0% | Unchanged |
| Legato Capital Management LLC | 42,146 | $2.57M | 0.35% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 42,115 | $2.57M | 0.86% | −142−0.3% | Reduced |
| Barbara Oil Co. | 42,000 | $2.56M | 1.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 41,863 | $2.55M | 0.20% | +485+1.2% | Added |
| Wealth Alliance | 41,698 | $2.54M | 0.31% | −3,985−8.7% | Reduced |
| Principal Securities, Inc. | 44,933 | $2.54M | 0.06% | +133+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 41,315 | $2.52M | 0.38% | −2,159−5.0% | Reduced |
| Resources Investment Advisors, LLC. | 41,285 | $2.52M | 0.03% | −2,190−5.0% | Reduced |
| Bard Financial Services, Inc. | 41,065 | $2.50M | 0.31% | +1,665+4.2% | Added |
| APG Asset Management US Inc. | 41,897 | $2.49M | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 40,786 | $2.49M | 0.04% | +233+0.6% | Added |
| Ilex Capital Partners (UK) LLP | 40,532 | $2.47M | 0.10% | +40,532 | New |
| First National Trust Co | 40,454 | $2.47M | 0.10% | −14,756−26.7% | Reduced |
| Wellington Shields & Co., LLC | 40,334 | $2.46M | 0.77% | +1,080+2.8% | Added |
| Pettee Investors, Inc. | 40,311 | $2.46M | 1.46% | −1,332−3.2% | Reduced |
| Janney Capital Management LLC | 40,298 | $2.46M | 0.17% | −220−0.5% | Reduced |
| Strategic Global Advisors, LLC | 40,222 | $2.45M | 0.49% | −60,594−60.1% | Reduced |
| Chemung Canal Trust Co | 40,152 | $2.45M | 0.54% | −774−1.9% | Reduced |
| Evergreen Capital Management LLC | 40,126 | $2.45M | 0.08% | −987−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,078 | $2.44M | 0.03% | +7,481+22.9% | Added |
| Leavell Investment Management, Inc. | 40,031 | $2.44M | 0.12% | +1,023+2.6% | Added |
| Courier Capital LLC | 39,909 | $2.43M | 0.16% | +1,470+3.8% | Added |
| Edmp, Inc. | 39,773 | $2.43M | 2.03% | −1,826−4.4% | Reduced |
| GAMMA Investing LLC | 39,685 | $2.42M | 0.18% | +6,267+18.8% | Added |
| Charter Research & Investment Group, Inc. | 39,658 | $2.42M | 1.85% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 39,558 | $2.41M | 0.04% | −996−2.5% | Reduced |
| New England Asset Management Inc | 39,476 | $2.41M | 0.39% | +305+0.8% | Added |
| Paradigm Asset Management Co LLC | 39,408 | $2.40M | 0.64% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 39,403 | $2.40M | 0.20% | +4,193+11.9% | Added |
| Warren Averett Asset Management, LLC | 39,397 | $2.40M | 0.03% | +7,298+22.7% | Added |