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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
52,252
shares
|
$2.45 Million
0.44% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
52,025
shares
|
$2.44 Million
1.44% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
51,811
shares
|
$2.43 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
51,484
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
51,395
shares
|
$2.41 Million
0.23% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
51,363
shares
|
$2.4 Million
0.39% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
51,129
shares
|
$2.39 Million
0.43% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
51,116
shares
|
$2.39 Million
0.09% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
51,081
shares
|
$2.39 Million
0.1% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
51,049
shares
|
$2.39 Million
4.55% of portfolio
|
Q3 2023
Reduced 39.39%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
51,042
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
50,874
shares
|
$2.38 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
50,575
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
50,404
shares
|
$2.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
50,378
shares
|
$2.36 Million
0.42% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
49,738
shares
|
$2.33 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,551
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
49,493
shares
|
$2.32 Million
0.15% of portfolio
|
Q4 2025
Added 13.83%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
49,422
shares
|
$2.31 Million
0.73% of portfolio
|
Q3 2025
Added 151.03%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
49,283
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
48,886
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
48,838
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 89.73%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
48,602
shares
|
$2.28 Million
0.93% of portfolio
|
Q3 2025
Added 27.41%
|
|
|
Coho Partners, Ltd.
|
Oct 14, 2025 Q3 2025 |
48,227
shares
|
$2.26 Million
0.29% of portfolio
|
Q3 2025
Reduced 44.3%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
48,172
shares
|
$2.25 Million
0.22% of portfolio
|
Q3 2025
Added 0.08%
|
|