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 |
|---|---|---|---|---|---|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
13,631
shares
|
$638,067
0.3% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
13,630
shares
|
$638,020
0.04% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
13,616
shares
|
$637,364
0.2% of portfolio
|
Q3 2025
Reduced 24.68%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
13,586
shares
|
$635,960
0.26% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
13,548
shares
|
$634,181
0.09% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$633,994
0.35% of portfolio
|
Q1 2023
Added 6.12%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
13,535
shares
|
$633,573
0.07% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
13,520
shares
|
$632,871
0.26% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
13,493
shares
|
$631,607
0.28% of portfolio
|
Q3 2025
Added 34.63%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
13,474
shares
|
$630,717
0.19% of portfolio
|
Q4 2025
Reduced 16.64%
|
|
|
Tamar Securities, LLC
|
Nov 13, 2025 Q3 2025 |
13,416
shares
|
$628,002
0.07% of portfolio
|
Q3 2025
Reduced 96.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
13,409
shares
|
$627,675
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
13,405
shares
|
$627,488
0.1% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
13,383
shares
|
$626,458
0.02% of portfolio
|
Q3 2025
Reduced 19.56%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
13,347
shares
|
$624,773
0.09% of portfolio
|
Q4 2025
Reduced 11.46%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,332
shares
|
$624,070
0.01% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
13,296
shares
|
$622,385
0.26% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
13,287
shares
|
$621,964
0.04% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
13,287
shares
|
$621,964
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
13,268
shares
|
$621,075
0.04% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
13,257
shares
|
$620,560
0.08% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
13,251
shares
|
$620,279
0.07% of portfolio
|
Q3 2025
Added 45.62%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
13,221
shares
|
$618,875
0.06% of portfolio
|
Q3 2025
Added 106.74%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
13,205
shares
|
$618,126
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
13,120
shares
|
$614,147
0.32% of portfolio
|
Q4 2025
Added 1.78%
|
|