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 |
|---|---|---|---|---|---|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
976
shares
|
$45,686
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Nexus Investment Management Ulc
|
Oct 24, 2025 Q3 2025 |
953
shares
|
$44,609
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
944
shares
|
$44,188
0.01% of portfolio
|
Q4 2025
Added 98.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
941
shares
|
$44,048
0.04% of portfolio
|
Q3 2023
Reduced 17.53%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
934
shares
|
$43,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
917
shares
|
$42,924
0.04% of portfolio
|
Q1 2024
Reduced 7.56%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
916
shares
|
$42,877
0.01% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
912
shares
|
$42,690
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
910
shares
|
$42,597
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
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
|
|