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 |
|---|---|---|---|---|---|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
56,125
shares
|
$2.63 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
55,900
shares
|
$2.62 Million
0.78% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
55,822
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
55,619
shares
|
$2.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,211
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,134
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,042
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
55,004
shares
|
$2.57 Million
0.39% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
54,893
shares
|
$2.57 Million
0.43% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
54,888
shares
|
$2.57 Million
0.16% of portfolio
|
Q3 2025
Added 21.69%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
54,858
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
54,695
shares
|
$2.56 Million
0.6% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
54,691
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Oct 28, 2025 Q3 2025 |
54,539
shares
|
$2.55 Million
1.51% of portfolio
|
Q3 2025
Added 206.45%
|
|
|
Bonness Enterprises Inc
|
Jan 14, 2026 Q4 2025 |
54,300
shares
|
$2.54 Million
0.9% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
53,878
shares
|
$2.52 Million
0.77% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
53,800
shares
|
$2.52 Million
0.57% of portfolio
|
Q4 2020
Added 132.9%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
53,633
shares
|
$2.51 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
53,591
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
53,564
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2025
Added 41.62%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
53,366
shares
|
$2.5 Million
0.59% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
53,075
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
52,849
shares
|
$2.47 Million
1.02% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
52,673
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Added 27.12%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
52,254
shares
|
$2.45 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|