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 |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
23,025
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
22,898
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
22,867
shares
|
$1.07 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
22,853
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22,812
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
22,669
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
22,637
shares
|
$1.06 Million
0.64% of portfolio
|
Q3 2023
Added 0.39%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
22,617
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
22,607
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
22,513
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
22,462
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
22,414
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
22,404
shares
|
$1.05 Million
0.74% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,403
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
22,346
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 76.35%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
22,212
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 52.52%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
22,159
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
22,068
shares
|
$1.03 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Group Foundation
|
Nov 13, 2025 Q3 2025 |
22,043
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
21,991
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
21,900
shares
|
$1.03 Million
1.92% of portfolio
|
Q3 2022
Added 25.86%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
21,840
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
21,733
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.06%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
21,712
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
21,660
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.1%
|
|