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 |
|---|---|---|---|---|---|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
6,700
shares
|
$313,627
0.04% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
6,671
shares
|
$312,269
0.25% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
6,671
shares
|
$312,269
0.35% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,664
shares
|
$311,941
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
6,660
shares
|
$311,754
0.07% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
6,633
shares
|
$310,490
0.11% of portfolio
|
Q4 2025
Reduced 4.75%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
6,618
shares
|
$309,788
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
6,601
shares
|
$308,992
0.23% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
6,600
shares
|
$308,946
0.09% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,590
shares
|
$308,477
0.01% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Nov 05, 2025 Q3 2025 |
6,585
shares
|
$308,243
0.22% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
6,574
shares
|
$307,728
0.16% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Rs Crum Inc.
|
Nov 12, 2025 Q3 2025 |
6,570
shares
|
$307,541
0.07% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,559
shares
|
$307,026
0.02% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
6,532
shares
|
$305,762
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
6,526
shares
|
$305,482
0.04% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
6,512
shares
|
$304,826
0.01% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
6,500
shares
|
$304,265
0.27% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
6,495
shares
|
$304,030
0.05% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
6,495
shares
|
$304,030
0.04% of portfolio
|
Q3 2022
Reduced 7.15%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
6,477
shares
|
$303,188
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
6,473
shares
|
$303,001
0.04% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,468
shares
|
$302,767
0.04% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
6,448
shares
|
$301,830
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
6,445
shares
|
$301,690
0.14% of portfolio
|
Q3 2025
Added 4.19%
|
|