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 2,703 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
7,695
shares
|
$360,202
0.02% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
7,693
shares
|
$360,109
0.02% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,686
shares
|
$359,781
0.04% of portfolio
|
Q4 2025
Reduced 8.79%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
7,686
shares
|
$359,781
0.01% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
7,657
shares
|
$358,424
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
7,642
shares
|
$357,722
0.25% of portfolio
|
Q4 2025
Added 20.23%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
7,635
shares
|
$357,394
0.05% of portfolio
|
Q3 2025
Reduced 87.96%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
7,635
shares
|
$357,394
0.05% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
7,592
shares
|
$355,381
0.21% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,584
shares
|
$355,007
0.04% of portfolio
|
Q2 2025
Reduced 74.1%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
7,572
shares
|
$354,445
0.07% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
7,546
shares
|
$353,228
0.19% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
7,544
shares
|
$353,134
0.05% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,540
shares
|
$352,947
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
7,540
shares
|
$352,947
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,538
shares
|
$352,853
0.04% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,529
shares
|
$352,432
0.04% of portfolio
|
Q3 2025
Added 44.04%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
7,517
shares
|
$351,870
0.01% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
7,510
shares
|
$351,543
0.09% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
7,491
shares
|
$350,653
0.14% of portfolio
|
Q3 2025
Added 21.98%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
7,488
shares
|
$350,513
0.01% of portfolio
|
Q4 2025
Reduced 2.28%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
7,483
shares
|
$350,279
0.02% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
7,482
shares
|
$350,232
0.01% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
7,480
shares
|
$350,138
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,462
shares
|
$349,296
0.08% of portfolio
|
Q3 2025
Added 17.49%
|
|