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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
31,008
shares
|
$1.45 Million
0.5% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,888
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
30,859
shares
|
$1.44 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30,849
shares
|
$1.44 Million
0.58% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Iam Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
30,763
shares
|
$1.44 Million
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
30,600
shares
|
$1.43 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
30,517
shares
|
$1.43 Million
0.19% of portfolio
|
Q4 2025
Reduced 5.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
30,454
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
30,359
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
30,225
shares
|
$1.41 Million
0.97% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
30,214
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
30,179
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 69.16%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
30,100
shares
|
$1.41 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
30,100
shares
|
$1.41 Million
0.63% of portfolio
|
Q4 2025
New holding
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$1.4 Million
0.98% of portfolio
|
Q2 2020
Added 1600.68%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
29,902
shares
|
$1.4 Million
0.9% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
29,841
shares
|
$1.4 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Hikari Power LTD
|
Oct 21, 2025 Q3 2025 |
29,820
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2024
Reduced 20.01%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
29,793
shares
|
$1.39 Million
0.92% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
29,665
shares
|
$1.39 Million
0.33% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
29,611
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2025
Added 8.76%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Aug 13, 2025 Q2 2025 |
29,605
shares
|
$1.39 Million
0.88% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
29,573
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,408
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
29,306
shares
|
$1.37 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.08%
|
|