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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
18,588
shares
|
$870,104
0.1% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
18,580
shares
|
$869,729
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
18,575
shares
|
$869,495
0.67% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
18,575
shares
|
$869,495
0.23% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
18,541
shares
|
$867,904
0.05% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
18,388
shares
|
$860,742
0.09% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
18,310
shares
|
$857,091
0.58% of portfolio
|
Q3 2025
Added 29.78%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
18,301
shares
|
$856,669
0.17% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
18,279
shares
|
$855,639
0.01% of portfolio
|
Q4 2025
Added 2.17%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
18,098
shares
|
$847,167
0.1% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
18,093
shares
|
$846,933
0.01% of portfolio
|
Q4 2025
Reduced 18.26%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
18,075
shares
|
$846,090
0.56% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
18,068
shares
|
$845,763
0.27% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
18,060
shares
|
$845,388
0.25% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
18,027
shares
|
$843,843
0.1% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
18,011
shares
|
$843,094
0.05% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$842,720
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$842,720
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
17,933
shares
|
$839,443
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
17,903
shares
|
$838,039
0.07% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
17,900
shares
|
$837,899
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
17,855
shares
|
$835,792
0.06% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
17,831
shares
|
$834,669
0.44% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
17,816
shares
|
$833,966
0.09% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
17,778
shares
|
$832,188
0.16% of portfolio
|
Q3 2025
Added 1.54%
|
|