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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
12,435
shares
|
$582,082
0.04% of portfolio
|
Q3 2025
Reduced 38.09%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
12,431
shares
|
$581,895
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
12,375
shares
|
$579,273
0.07% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
12,368
shares
|
$578,946
0.07% of portfolio
|
Q4 2025
Reduced 5.66%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
12,354
shares
|
$578,290
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,317
shares
|
$576,558
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
12,304
shares
|
$575,950
0.16% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
12,270
shares
|
$574,358
0.18% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
12,256
shares
|
$573,703
0.09% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
12,248
shares
|
$573,328
0.06% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
12,224
shares
|
$572,205
0.05% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
12,178
shares
|
$570,052
0.03% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
12,165
shares
|
$569,443
0.09% of portfolio
|
Q3 2025
Reduced 36.05%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
12,085
shares
|
$565,698
0.17% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
12,036
shares
|
$563,405
0.13% of portfolio
|
Q4 2025
Added 31.76%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
12,034
shares
|
$563,311
0.06% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
12,034
shares
|
$563,311
0.03% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,999
shares
|
$561,673
0.04% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
11,980
shares
|
$560,783
0.03% of portfolio
|
Q1 2023
Added 21.8%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
11,936
shares
|
$558,724
0.22% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,887
shares
|
$556,430
0.42% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
11,885
shares
|
$556,336
0.03% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
11,795
shares
|
$552,123
0.02% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
11,774
shares
|
$551,140
0.32% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
11,728
shares
|
$548,987
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|