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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,150
shares
|
$334,691
0.05% of portfolio
|
Q3 2025
Reduced 97.84%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
7,144
shares
|
$334,410
0.16% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,141
shares
|
$334,270
0.12% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
7,139
shares
|
$334,176
0.05% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
7,136
shares
|
$334,036
0.03% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,122
shares
|
$333,380
0.07% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
7,110
shares
|
$332,819
0.16% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
7,107
shares
|
$332,678
0.07% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
7,091
shares
|
$331,929
0.14% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,086
shares
|
$331,695
0.01% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,082
shares
|
$331,508
0.01% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
7,053
shares
|
$330,150
0.09% of portfolio
|
Q3 2025
Reduced 50.99%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
7,050
shares
|
$330,010
0.11% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,042
shares
|
$329,636
0.07% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,027
shares
|
$328,933
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
7,023
shares
|
$328,746
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
7,018
shares
|
$328,512
0.28% of portfolio
|
Q3 2025
Reduced 45.99%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
7,007
shares
|
$327,997
0.03% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
7,001
shares
|
$327,716
0.04% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
7,000
shares
|
$327,670
0.8% of portfolio
|
Q4 2021
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,983
shares
|
$326,874
0.52% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,983
shares
|
$326,874
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
6,971
shares
|
$326,312
0.16% of portfolio
|
Q4 2025
Added 26.49%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
6,970
shares
|
$326,265
0.0% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
6,957
shares
|
$325,657
0.08% of portfolio
|
Q3 2025
Reduced 2.75%
|
|