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 2,684 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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,729
shares
|
$127,744
0.01% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,713
shares
|
$126,995
0.02% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$126,480
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$126,293
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2,660
shares
|
$124,514
0.05% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,643
shares
|
$123,718
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,633
shares
|
$123,250
0.04% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,588
shares
|
$121,144
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$119,178
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,539
shares
|
$118,850
0.01% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,500
shares
|
$117,025
0.01% of portfolio
|
Q3 2025
Added 56.45%
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
2,496
shares
|
$116,837
0.04% of portfolio
|
Q3 2025
Added 55.03%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
2,436
shares
|
$114,029
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,434
shares
|
$113,935
0.01% of portfolio
|
Q3 2025
Reduced 30.4%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2,432
shares
|
$113,841
0.01% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$113,748
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
2,422
shares
|
$113,373
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,401
shares
|
$112,390
0.01% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
2,384
shares
|
$111,595
0.06% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,373
shares
|
$111,080
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,319
shares
|
$108,552
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,243
shares
|
$104,994
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,230
shares
|
$104,386
0.03% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$104,339
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,136
shares
|
$99,986
0.02% of portfolio
|
Q3 2025
Added 22.34%
|
|