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 2,692 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 |
|---|---|---|---|---|---|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
4,989
shares
|
$233,535
0.05% of portfolio
|
Q3 2025
Reduced 70.49%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,987
shares
|
$233,441
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,985
shares
|
$233,347
0.0% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
4,977
shares
|
$232,973
0.11% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
4,961
shares
|
$232,224
0.08% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,931
shares
|
$230,820
0.11% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
4,926
shares
|
$230,586
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,926
shares
|
$230,586
0.03% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
4,925
shares
|
$230,539
0.01% of portfolio
|
Q3 2025
Reduced 98.71%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
4,916
shares
|
$230,117
0.02% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,900
shares
|
$229,369
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
4,896
shares
|
$229,181
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
4,890
shares
|
$228,900
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,884
shares
|
$228,620
0.04% of portfolio
|
Q2 2023
Added 219.01%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
4,878
shares
|
$228,339
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,869
shares
|
$227,917
0.09% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,868
shares
|
$227,871
0.1% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
4,863
shares
|
$227,637
0.03% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,847
shares
|
$226,888
0.08% of portfolio
|
Q4 2021
Added 9.66%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,840
shares
|
$226,560
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
4,836
shares
|
$226,373
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
4,820
shares
|
$225,624
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
4,820
shares
|
$225,624
0.04% of portfolio
|
Q4 2025
Reduced 63.41%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
4,819
shares
|
$225,577
0.13% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,809
shares
|
$225,109
0.04% of portfolio
|
Q3 2025
Reduced 10.31%
|
|