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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
904
shares
|
$42,316
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
901
shares
|
$42,175
0.02% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
900
shares
|
$42,129
0.0% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
867
shares
|
$40,584
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
852
shares
|
$39,882
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
831
shares
|
$38,899
0.01% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
815
shares
|
$38,150
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
800
shares
|
$37,448
0.0% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
800
shares
|
$37,448
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
794
shares
|
$37,167
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
793
shares
|
$37,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
776
shares
|
$36,324
0.03% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
773
shares
|
$36,184
0.01% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
752
shares
|
$35,201
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
750
shares
|
$35,107
0.02% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
742
shares
|
$34,733
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
740
shares
|
$34,639
0.01% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
718
shares
|
$33,609
0.03% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
700
shares
|
$32,767
0.01% of portfolio
|
Q1 2024
Reduced 58.63%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
700
shares
|
$32,767
0.0% of portfolio
|
Q1 2022
Added 1047.54%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
697
shares
|
$32,626
0.01% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
696
shares
|
$32,579
0.01% of portfolio
|
Q3 2025
Reduced 81.68%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
686
shares
|
$32,111
0.01% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
682
shares
|
$31,924
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
668
shares
|
$31,269
0.01% of portfolio
|
Q4 2024
New holding
|
|