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 |
|---|---|---|---|---|---|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
11,700
shares
|
$547,677
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
11,653
shares
|
$545,476
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
11,642
shares
|
$544,962
0.07% of portfolio
|
Q3 2025
Added 14.51%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
11,628
shares
|
$544,306
0.24% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
11,575
shares
|
$541,825
0.22% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,561
shares
|
$541,170
0.02% of portfolio
|
Q3 2025
Added 50.3%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
11,510
shares
|
$538,783
0.03% of portfolio
|
Q4 2025
Reduced 8.19%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
11,495
shares
|
$538,080
0.07% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
11,479
shares
|
$537,331
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
11,454
shares
|
$536,161
0.11% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
11,411
shares
|
$534,148
0.03% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,406
shares
|
$533,914
0.09% of portfolio
|
Q3 2023
Added 7.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
11,397
shares
|
$533,493
0.04% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,371
shares
|
$532,276
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
11,336
shares
|
$530,638
0.14% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
11,317
shares
|
$529,748
0.0% of portfolio
|
Q3 2024
Reduced 67.59%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
11,317
shares
|
$529,748
0.03% of portfolio
|
Q3 2025
Reduced 40.26%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
11,298
shares
|
$528,859
0.25% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
11,287
shares
|
$528,344
0.06% of portfolio
|
Q3 2025
Added 56.55%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
11,268
shares
|
$527,455
0.35% of portfolio
|
Q3 2025
Added 44.35%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
11,238
shares
|
$526,050
0.03% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
11,234
shares
|
$525,863
0.12% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
11,234
shares
|
$525,863
0.1% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,224
shares
|
$525,395
0.29% of portfolio
|
Q3 2025
Reduced 63.1%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
11,212
shares
|
$524,833
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|