Institutional Ownership Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY). We have compiled data on the 2,680 institutions that hold shares in the stock, with a total of 1.58 Billion shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
198
shares
|
$9,268
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
196
shares
|
$9,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
195
shares
|
$9,127
0.0% of portfolio
|
Q3 2025
Reduced 67.98%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
194
shares
|
$9,081
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
192
shares
|
$8,987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Oct 24, 2025 Q3 2025 |
191
shares
|
$8,940
0.01% of portfolio
|
Q3 2025
Reduced 52.01%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
186
shares
|
$8,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
180
shares
|
$8,425
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
179
shares
|
$8,378
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
178
shares
|
$8,332
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
177
shares
|
$8,285
0.02% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
170
shares
|
$7,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
169
shares
|
$7,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
167
shares
|
$7,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
166
shares
|
$7,770
0.01% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
165
shares
|
$7,723
0.0% of portfolio
|
Q1 2025
Reduced 96.89%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
165
shares
|
$7,723
0.0% of portfolio
|
Q2 2025
Reduced 60.99%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
160
shares
|
$7,489
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
157
shares
|
$7,349
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
156
shares
|
$7,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
153
shares
|
$7,161
0.0% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
152
shares
|
$7,115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$7,021
0.01% of portfolio
|
Q2 2022
Reduced 20.21%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
148
shares
|
$6,927
0.0% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
144
shares
|
$6,740
0.0% of portfolio
|
Q2 2025
Reduced 71.76%
|
|