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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
39,643
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2025
Reduced 24.37%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
39,579
shares
|
$1.85 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
39,554
shares
|
$1.85 Million
0.15% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
39,533
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
39,265
shares
|
$1.84 Million
0.82% of portfolio
|
Q4 2025
Reduced 4.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
39,220
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
39,107
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
39,081
shares
|
$1.83 Million
1.52% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
38,960
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2025
Added 547.82%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
38,715
shares
|
$1.81 Million
0.41% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
38,706
shares
|
$1.81 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
38,589
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
38,550
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,540
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2022
Added 187.46%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
38,456
shares
|
$1.8 Million
0.66% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
38,449
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Thornburg Investment Management Inc
|
Nov 12, 2025 Q3 2025 |
38,400
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.5%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
38,328
shares
|
$1.79 Million
0.33% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
38,295
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
38,240
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
38,190
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
38,101
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
38,031
shares
|
$1.78 Million
1.04% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
37,937
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 32.61%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
37,831
shares
|
$1.77 Million
1.39% of portfolio
|
Q3 2025
Added 0.4%
|
|