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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
5,795
shares
|
$271,263
0.03% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$270,749
0.09% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
5,770
shares
|
$270,093
0.06% of portfolio
|
Q3 2025
Added 20.64%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
5,770
shares
|
$270,093
0.14% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
5,760
shares
|
$269,625
0.02% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
5,725
shares
|
$267,987
0.04% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
5,721
shares
|
$267,800
0.24% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
5,719
shares
|
$267,706
0.03% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
5,701
shares
|
$266,863
0.07% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
5,700
shares
|
$266,817
0.06% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
5,680
shares
|
$265,880
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,673
shares
|
$265,553
0.02% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
5,660
shares
|
$264,944
0.08% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
5,645
shares
|
$264,242
0.02% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
5,634
shares
|
$263,727
0.04% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
5,619
shares
|
$263,025
0.02% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
5,618
shares
|
$262,978
0.17% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
5,616
shares
|
$262,884
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
5,616
shares
|
$262,884
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,615
shares
|
$262,838
0.17% of portfolio
|
Q2 2022
Added 13.09%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
5,608
shares
|
$262,510
0.13% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
5,605
shares
|
$262,370
0.28% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
5,588
shares
|
$261,574
0.02% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
5,585
shares
|
$261,433
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
5,575
shares
|
$260,965
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|