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 |
|---|---|---|---|---|---|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
42,691
shares
|
$2 Million
0.64% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
42,585
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
42,550
shares
|
$1.99 Million
0.2% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
42,330
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
42,146
shares
|
$1.97 Million
0.22% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
42,069
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
42,029
shares
|
$1.97 Million
0.11% of portfolio
|
Q4 2025
Added 9.98%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
42,000
shares
|
$1.97 Million
0.71% of portfolio
|
Q3 2017
New holding
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
41,897
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
41,844
shares
|
$1.96 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2025 Q3 2025 |
41,778
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
41,770
shares
|
$1.96 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
41,677
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.95%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
41,548
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
41,518
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
41,275
shares
|
$1.93 Million
2.18% of portfolio
|
Q2 2022
Reduced 6.14%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
41,245
shares
|
$1.93 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
40,994
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
40,778
shares
|
$1.91 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
40,545
shares
|
$1.9 Million
0.16% of portfolio
|
Q3 2025
Added 158.61%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
40,472
shares
|
$1.89 Million
0.05% of portfolio
|
Q1 2024
Added 57.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
40,230
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2023
Added 65.12%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
40,089
shares
|
$1.88 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
40,036
shares
|
$1.87 Million
0.25% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
39,902
shares
|
$1.87 Million
0.49% of portfolio
|
Q2 2025
Reduced 1.07%
|
|