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 |
|---|---|---|---|---|---|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,315
shares
|
$904,135
0.35% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
19,296
shares
|
$903,245
0.1% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,282
shares
|
$902,590
0.1% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
19,277
shares
|
$902,356
0.33% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
19,267
shares
|
$901,888
0.63% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
19,262
shares
|
$901,654
0.2% of portfolio
|
Q3 2025
Reduced 32.41%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
19,256
shares
|
$901,373
0.03% of portfolio
|
Q4 2025
Added 40.88%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
19,204
shares
|
$898,939
0.29% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
19,180
shares
|
$897,815
0.18% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
19,151
shares
|
$896,458
0.04% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
19,109
shares
|
$894,492
0.14% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,077
shares
|
$892,994
0.35% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
19,065
shares
|
$892,432
0.03% of portfolio
|
Q4 2025
Reduced 0.59%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
19,049
shares
|
$891,683
0.05% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
18,988
shares
|
$888,828
0.41% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
18,945
shares
|
$886,815
0.05% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
18,889
shares
|
$884,194
0.4% of portfolio
|
Q3 2025
Reduced 53.35%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
18,747
shares
|
$877,547
0.27% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
18,697
shares
|
$875,206
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
18,678
shares
|
$874,317
0.02% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
18,674
shares
|
$874,129
0.15% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
18,671
shares
|
$873,989
0.04% of portfolio
|
Q4 2025
Reduced 35.45%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
18,641
shares
|
$872,585
0.08% of portfolio
|
Q3 2025
Reduced 77.0%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,622
shares
|
$871,695
0.43% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
18,588
shares
|
$870,104
0.1% of portfolio
|
Q4 2025
Added 2.82%
|
|