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 2,703 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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
88,549
shares
|
$4.14 Million
0.03% of portfolio
|
Q2 2025
Added 62.99%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
87,635
shares
|
$4.1 Million
0.11% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
86,678
shares
|
$4.06 Million
0.94% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
86,311
shares
|
$4.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
85,842
shares
|
$4.02 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
85,780
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
85,542
shares
|
$4 Million
2.76% of portfolio
|
Q4 2025
Added 15.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
85,396
shares
|
$4 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
84,777
shares
|
$3.97 Million
0.49% of portfolio
|
Q2 2022
Added 5.88%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
84,294
shares
|
$3.95 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
83,525
shares
|
$3.91 Million
1.66% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
83,290
shares
|
$3.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
82,617
shares
|
$3.87 Million
0.04% of portfolio
|
Q3 2025
Reduced 74.04%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
82,079
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
81,913
shares
|
$3.83 Million
1.12% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
81,643
shares
|
$3.82 Million
0.3% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
81,587
shares
|
$3.82 Million
0.44% of portfolio
|
Q2 2022
Added 9.47%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
81,579
shares
|
$3.82 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
81,141
shares
|
$3.8 Million
0.25% of portfolio
|
Q4 2021
Added 1039.62%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
80,547
shares
|
$3.77 Million
0.13% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
80,036
shares
|
$3.75 Million
1.06% of portfolio
|
Q3 2023
Added 12.71%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
79,788
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2025
Added 45.07%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
79,515
shares
|
$3.72 Million
0.04% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
79,124
shares
|
$3.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 27.7%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
78,727
shares
|
$3.69 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.43%
|
|