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 |
|---|---|---|---|---|---|
|
Bellevue Group Ag
Kuesnacht, V8 |
Nov 14, 2025 Q3 2025 |
47,613
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
47,577
shares
|
$2.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
47,559
shares
|
$2.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 30.63%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
47,553
shares
|
$2.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
47,463
shares
|
$2.22 Million
0.56% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
47,434
shares
|
$2.22 Million
0.43% of portfolio
|
Q3 2025
Reduced 16.46%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
47,295
shares
|
$2.21 Million
0.49% of portfolio
|
Q3 2022
Reduced 15.15%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
47,277
shares
|
$2.21 Million
0.1% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
47,020
shares
|
$2.2 Million
0.21% of portfolio
|
Q4 2025
Added 20.11%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
46,892
shares
|
$2.2 Million
0.91% of portfolio
|
Q3 2025
Added 270.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
46,807
shares
|
$2.19 Million
0.65% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
46,798
shares
|
$2.19 Million
0.43% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
46,548
shares
|
$2.18 Million
0.04% of portfolio
|
Q4 2025
Reduced 7.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
46,466
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,420
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
46,392
shares
|
$2.17 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
46,368
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
46,257
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
46,177
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
46,168
shares
|
$2.16 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
46,000
shares
|
$2.15 Million
0.05% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
45,875
shares
|
$2.15 Million
0.51% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
45,813
shares
|
$2.14 Million
0.96% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
45,763
shares
|
$2.14 Million
1.49% of portfolio
|
Q4 2022
Added 136.33%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
45,710
shares
|
$2.14 Million
0.59% of portfolio
|
Q1 2024
Added 2.36%
|
|