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 |
|---|---|---|---|---|---|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
5,964
shares
|
$279,174
0.18% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,958
shares
|
$278,893
0.01% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,956
shares
|
$278,800
0.08% of portfolio
|
Q3 2022
Reduced 7.96%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
5,950
shares
|
$278,519
0.02% of portfolio
|
Q3 2025
Reduced 57.35%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
5,940
shares
|
$278,051
0.22% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,933
shares
|
$277,723
0.04% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,932
shares
|
$277,676
0.02% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
5,928
shares
|
$277,489
0.1% of portfolio
|
Q3 2025
Reduced 83.37%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
5,920
shares
|
$277,115
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Solitude Financial Services
|
Jan 15, 2026 Q4 2025 |
5,910
shares
|
$276,647
0.09% of portfolio
|
Q4 2025
Reduced 59.27%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
5,900
shares
|
$276,179
0.08% of portfolio
|
Q3 2025
Reduced 44.81%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
5,891
shares
|
$275,757
0.04% of portfolio
|
Q3 2025
Reduced 82.78%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,879
shares
|
$275,195
0.09% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
5,873
shares
|
$274,915
0.03% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
5,846
shares
|
$273,651
0.05% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
5,842
shares
|
$273,464
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,838
shares
|
$273,276
0.01% of portfolio
|
Q3 2025
Reduced 40.64%
|
|
|
Todd Asset Management LLC
|
Nov 07, 2025 Q3 2025 |
5,825
shares
|
$272,668
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$272,668
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
5,816
shares
|
$272,246
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
5,815
shares
|
$272,200
0.07% of portfolio
|
Q4 2025
Reduced 10.92%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
5,805
shares
|
$271,732
0.19% of portfolio
|
Q4 2025
Added 6.95%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
5,800
shares
|
$271,498
0.06% of portfolio
|
Q2 2025
Reduced 69.02%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,798
shares
|
$271,404
0.0% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,795
shares
|
$271,263
0.03% of portfolio
|
Q3 2025
Added 1.28%
|
|