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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,505
shares
|
$444,929
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Guardian Investment Management
|
Nov 13, 2025 Q3 2025 |
9,500
shares
|
$444,695
0.38% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
9,491
shares
|
$444,273
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,481
shares
|
$443,805
0.01% of portfolio
|
Q3 2025
Reduced 67.93%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
9,480
shares
|
$443,758
0.3% of portfolio
|
Q3 2025
Added 56.44%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
9,452
shares
|
$442,448
0.09% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
9,449
shares
|
$442,307
0.2% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
9,445
shares
|
$442,120
0.19% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
9,435
shares
|
$441,652
0.09% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
9,349
shares
|
$437,626
0.25% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
9,329
shares
|
$436,690
0.12% of portfolio
|
Q3 2025
Added 41.97%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
9,322
shares
|
$436,362
0.03% of portfolio
|
Q4 2025
Added 2.46%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
9,297
shares
|
$435,192
0.31% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
9,282
shares
|
$434,490
0.2% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
9,274
shares
|
$434,115
0.15% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,272
shares
|
$434,022
0.25% of portfolio
|
Q2 2022
Added 0.6%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
9,268
shares
|
$433,835
0.04% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,265
shares
|
$433,694
0.03% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
9,231
shares
|
$432,103
0.05% of portfolio
|
Q4 2025
Added 30.81%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
9,230
shares
|
$432,056
0.37% of portfolio
|
Q1 2023
Added 20.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
9,225
shares
|
$431,822
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
9,200
shares
|
$430,652
0.18% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
9,166
shares
|
$429,060
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
9,143
shares
|
$427,983
0.12% of portfolio
|
Q4 2025
Added 12.45%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
9,134
shares
|
$427,562
0.06% of portfolio
|
Q3 2025
Added 95.38%
|
|