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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
14,041
shares
|
$657,259
0.13% of portfolio
|
Q4 2025
Added 23.7%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
14,041
shares
|
$657,259
0.09% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Wendell David Associates Inc
|
Oct 30, 2025 Q3 2025 |
14,031
shares
|
$656,791
0.06% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
14,025
shares
|
$656,510
0.12% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,024
shares
|
$656,463
0.05% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
14,009
shares
|
$655,761
0.02% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
14,005
shares
|
$655,574
0.15% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$655,340
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
13,945
shares
|
$652,765
0.08% of portfolio
|
Q3 2025
Reduced 36.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
13,919
shares
|
$651,548
0.21% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,893
shares
|
$650,331
0.04% of portfolio
|
Q2 2025
Reduced 81.99%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
13,888
shares
|
$650,097
0.11% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
13,813
shares
|
$646,586
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
13,812
shares
|
$646,539
0.18% of portfolio
|
Q3 2025
Reduced 23.41%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
13,785
shares
|
$645,275
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
13,777
shares
|
$644,901
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$644,433
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
13,751
shares
|
$643,684
0.14% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
13,742
shares
|
$643,263
0.05% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
13,722
shares
|
$642,326
0.03% of portfolio
|
Q3 2025
Reduced 57.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,721
shares
|
$642,280
0.04% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,662
shares
|
$639,518
0.42% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$639,330
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
13,653
shares
|
$639,096
0.08% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
13,631
shares
|
$638,067
0.3% of portfolio
|
Q3 2025
Reduced 6.64%
|
|