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 2,709 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 $74.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
96,157
shares
|
$4.5 Million
0.17% of portfolio
|
Q4 2025
Added 196.72%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
96,044
shares
|
$4.5 Million
0.26% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
95,932
shares
|
$4.49 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
95,901
shares
|
$4.49 Million
1.85% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
95,768
shares
|
$4.48 Million
0.61% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
95,700
shares
|
$4.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
95,595
shares
|
$4.47 Million
1.56% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
95,110
shares
|
$4.45 Million
0.31% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
94,990
shares
|
$4.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
94,957
shares
|
$4.44 Million
1.31% of portfolio
|
Q3 2023
Reduced 14.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
94,923
shares
|
$4.44 Million
0.18% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
94,911
shares
|
$4.44 Million
0.07% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,513
shares
|
$4.42 Million
1.54% of portfolio
|
Q3 2022
Reduced 2.86%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
94,492
shares
|
$4.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
94,033
shares
|
$4.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
93,470
shares
|
$4.38 Million
0.28% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
93,341
shares
|
$4.37 Million
0.11% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
92,839
shares
|
$4.35 Million
3.0% of portfolio
|
Q4 2024
Reduced 33.99%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
91,934
shares
|
$4.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
91,927
shares
|
$4.3 Million
0.71% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
91,290
shares
|
$4.27 Million
0.09% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
90,612
shares
|
$4.24 Million
0.13% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
90,339
shares
|
$4.23 Million
0.54% of portfolio
|
Q3 2022
Reduced 2.26%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
88,680
shares
|
$4.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 52.03%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
88,662
shares
|
$4.15 Million
0.62% of portfolio
|
Q4 2022
Added 86.08%
|
|