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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
16,136
shares
|
$755,326
0.06% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
16,135
shares
|
$755,279
0.03% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,108
shares
|
$754,015
0.08% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
16,106
shares
|
$753,921
1.18% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
16,073
shares
|
$752,377
0.07% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
16,032
shares
|
$750,457
0.45% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Range Financial Group LLC
|
Jan 15, 2026 Q4 2025 |
15,974
shares
|
$747,742
0.31% of portfolio
|
Q4 2025
Added 4.91%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
15,969
shares
|
$747,508
0.17% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Nov 05, 2025 Q3 2025 |
15,837
shares
|
$741,329
0.26% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
15,795
shares
|
$739,363
0.21% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
15,779
shares
|
$738,614
0.17% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
15,756
shares
|
$737,538
0.02% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
15,739
shares
|
$736,742
0.02% of portfolio
|
Q3 2025
Reduced 86.85%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
15,732
shares
|
$736,414
0.03% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
15,694
shares
|
$734,636
0.16% of portfolio
|
Q3 2025
Added 14.66%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,693
shares
|
$734,589
0.05% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,682
shares
|
$734,074
0.09% of portfolio
|
Q3 2025
Reduced 49.07%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
15,680
shares
|
$733,980
0.19% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
15,675
shares
|
$733,746
0.3% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
15,675
shares
|
$733,746
0.02% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
15,656
shares
|
$732,857
0.03% of portfolio
|
Q3 2025
Reduced 70.74%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
15,656
shares
|
$732,857
0.03% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
15,606
shares
|
$730,516
0.12% of portfolio
|
Q4 2025
Added 90.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,596
shares
|
$730,048
0.12% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,564
shares
|
$728,550
0.02% of portfolio
|
Q1 2024
Reduced 8.96%
|
|