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 2,682 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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
468
shares
|
$21,907
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
463
shares
|
$21,673
0.0% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
455
shares
|
$21,298
0.0% of portfolio
|
Q3 2024
Reduced 72.15%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
452
shares
|
$21,158
0.01% of portfolio
|
Q4 2024
Added 29.14%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
451
shares
|
$21,111
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
450
shares
|
$21,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
438
shares
|
$20,502
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
436
shares
|
$20,409
0.01% of portfolio
|
Q3 2025
Added 32.93%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
432
shares
|
$20,221
0.01% of portfolio
|
Q4 2024
Added 1036.84%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
430
shares
|
$20,128
0.01% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
414
shares
|
$19,379
0.01% of portfolio
|
Q4 2024
Reduced 38.21%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
405
shares
|
$18,958
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$18,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
400
shares
|
$18,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
365
shares
|
$17,085
0.0% of portfolio
|
Q3 2025
Reduced 80.22%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
360
shares
|
$16,851
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
348
shares
|
$16,289
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
344
shares
|
$16,102
0.01% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
343
shares
|
$16,055
0.0% of portfolio
|
Q3 2025
Added 303.53%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
340
shares
|
$15,915
0.0% of portfolio
|
Q3 2025
Reduced 34.62%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
335
shares
|
$15,681
0.0% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
330
shares
|
$15,447
0.01% of portfolio
|
Q1 2025
Reduced 82.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
326
shares
|
$15,260
0.01% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
321
shares
|
$15,026
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
305
shares
|
$14,277
0.0% of portfolio
|
Q1 2025
Reduced 38.01%
|
|