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 |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
59,482
shares
|
$2.78 Million
0.67% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
59,475
shares
|
$2.78 Million
0.12% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
59,185
shares
|
$2.77 Million
0.06% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Nov 06, 2025 Q3 2025 |
59,130
shares
|
$2.77 Million
1.7% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
59,062
shares
|
$2.76 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
58,991
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
58,819
shares
|
$2.75 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
58,695
shares
|
$2.75 Million
0.43% of portfolio
|
Q3 2025
Added 375.34%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
58,585
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2025
Added 8.83%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
58,499
shares
|
$2.74 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
58,098
shares
|
$2.72 Million
0.14% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
58,052
shares
|
$2.72 Million
1.88% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
57,977
shares
|
$2.71 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.18%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
57,172
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
57,000
shares
|
$2.67 Million
0.14% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
56,900
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
56,800
shares
|
$2.66 Million
1.12% of portfolio
|
Q2 2022
Added 119.09%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
56,677
shares
|
$2.65 Million
0.11% of portfolio
|
Q1 2024
Reduced 64.21%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
56,560
shares
|
$2.65 Million
0.05% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
56,494
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
56,476
shares
|
$2.64 Million
0.11% of portfolio
|
Q3 2025
Added 25.86%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
56,460
shares
|
$2.64 Million
0.49% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
56,328
shares
|
$2.64 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
56,293
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2025
Reduced 33.34%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
56,200
shares
|
$2.63 Million
0.08% of portfolio
|
Q2 2025
Added 0.72%
|
|