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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
5,400
shares
|
$252,774
0.08% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
5,399
shares
|
$252,727
0.01% of portfolio
|
Q4 2025
Added 13.57%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
5,389
shares
|
$252,259
0.01% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,389
shares
|
$252,259
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
5,383
shares
|
$251,978
0.04% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
5,357
shares
|
$250,761
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
5,343
shares
|
$250,105
0.03% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,341
shares
|
$250,012
0.03% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
5,339
shares
|
$249,918
0.01% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
5,333
shares
|
$249,637
0.07% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
5,304
shares
|
$248,280
0.22% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
5,300
shares
|
$248,093
0.13% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
5,298
shares
|
$247,999
0.02% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
5,289
shares
|
$247,578
0.06% of portfolio
|
Q4 2025
Reduced 26.53%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
5,287
shares
|
$247,484
0.0% of portfolio
|
Q3 2025
Reduced 97.16%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,281
shares
|
$247,203
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
5,271
shares
|
$246,735
0.03% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,265
shares
|
$246,454
0.02% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,259
shares
|
$246,173
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
5,251
shares
|
$245,799
0.03% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,248
shares
|
$245,658
0.12% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Satovsky Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
5,244
shares
|
$245,471
0.05% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
5,237
shares
|
$245,143
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
5,236
shares
|
$245,097
0.07% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
5,236
shares
|
$245,097
0.01% of portfolio
|
Q3 2025
New holding
|
|