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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
304
shares
|
$14,230
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
300
shares
|
$14,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
300
shares
|
$14,043
0.0% of portfolio
|
Q1 2024
Reduced 41.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
300
shares
|
$14,043
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
300
shares
|
$14,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
285
shares
|
$13,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
284
shares
|
$13,294
0.0% of portfolio
|
Q3 2025
Added 105.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
282
shares
|
$13,200
0.01% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
278
shares
|
$13,013
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
275
shares
|
$12,872
0.0% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
275
shares
|
$12,872
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
274
shares
|
$12,825
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
274
shares
|
$12,825
0.01% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
273
shares
|
$12,779
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
269
shares
|
$12,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
267
shares
|
$12,498
0.01% of portfolio
|
Q1 2022
New holding
|
|