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 |
|---|---|---|---|---|---|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
34,193
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
34,099
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
33,905
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
33,880
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
33,846
shares
|
$1.58 Million
0.24% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
33,843
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
33,785
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
33,731
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
33,666
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2025
Reduced 61.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
33,647
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2025
Added 48.85%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
33,404
shares
|
$1.56 Million
0.48% of portfolio
|
Q3 2025
Added 51.22%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
33,298
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
33,294
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
33,259
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
33,220
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
33,158
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
33,131
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
32,974
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
32,947
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
32,902
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
32,897
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
32,853
shares
|
$1.54 Million
0.35% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
32,822
shares
|
$1.54 Million
0.58% of portfolio
|
Q4 2025
Added 10.36%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
32,627
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
32,615
shares
|
$1.53 Million
0.18% of portfolio
|
Q4 2023
Added 0.48%
|
|