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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
19,919
shares
|
$932,408
0.02% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,900
shares
|
$931,519
0.59% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
19,900
shares
|
$931,519
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
19,872
shares
|
$930,208
0.41% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
19,838
shares
|
$928,616
0.02% of portfolio
|
Q3 2025
Added 189.48%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
19,787
shares
|
$926,229
0.58% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
19,783
shares
|
$926,042
0.34% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
19,761
shares
|
$925,012
0.16% of portfolio
|
Q3 2025
Reduced 14.42%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
19,686
shares
|
$921,501
0.06% of portfolio
|
Q3 2025
Reduced 63.59%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
19,682
shares
|
$921,314
0.17% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
19,654
shares
|
$920,003
0.3% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
19,649
shares
|
$919,769
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
19,642
shares
|
$919,442
1.02% of portfolio
|
Q3 2025
Added 13.48%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
19,637
shares
|
$919,207
0.24% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
19,620
shares
|
$918,412
0.13% of portfolio
|
Q3 2025
Added 49.3%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
19,615
shares
|
$918,178
0.51% of portfolio
|
Q4 2025
Reduced 7.9%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
19,605
shares
|
$917,710
0.22% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
19,565
shares
|
$915,837
0.08% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
19,520
shares
|
$913,731
0.21% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
19,494
shares
|
$912,514
0.17% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
19,479
shares
|
$911,811
0.42% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,428
shares
|
$909,424
0.07% of portfolio
|
Q4 2023
Reduced 10.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,421
shares
|
$909,097
0.01% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
19,387
shares
|
$907,505
0.07% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
19,340
shares
|
$905,305
0.22% of portfolio
|
Q3 2024
Added 46.16%
|
|