BMY · Company research
Bristol-Myers Squibb Co. (BMY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableHealthcare
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1880 | 117312000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15505 | 967512000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7635 | 476424 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7635 | 476424 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1556480 | 89684378 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FourWorld Capital Management LLC | 1770525 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 5762000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cypress Capital, LLC | 1729939 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44705 | 2575902 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75661 | 4359587 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4103 | 236418 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ALETHEA CAPITAL MANAGEMENT, LLC | 1549408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18892 | 1088557 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6799 | 391734 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 752365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5457 | 314432 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3347347 | 192874042 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Certified Advisory Corp | 1731732 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4692 | 270377 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365001 | 21031348 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38651 | 2227 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RICHARDS, MERRILL & PETERSON, INC. | 90108 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6400 | 368789 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Keystone Wealth Services, LLC | 1866189 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6410 | 369323 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 1091370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18341 | 1056 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2680 | 154422 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 885415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9731 | 560676 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79062 | 4555529 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589334 | 32384236 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 969740 | 55876419 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VALICENTI ADVISORY SERVICES INC | 1080201 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95340 | 5493 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12088 | 696511 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5057 | 291393 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BENEDICT FINANCIAL ADVISORS INC | 711089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70088 | 4038486 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 145551 | 8386649 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harold Davidson & Associates Inc. | 1430022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8350 | 481127 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Philadelphia Investment Partners, LLC | 2131511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 749 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79928 | 4605451 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Four Tree Island Advisory LLC | 2048142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58337 | 3361378 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 2036922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10747 | 619242 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2517738 | 147438737 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Commonwealth Financial Services, LLC | 1536755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8424 | 485398 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26459 | 1524589 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Tradewinds, LLC. | 1932342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31306 | 317166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15853 | 913431 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34176 | 1969221 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7042 | 405760 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67594755 | 3894809793 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 369878 | 21312385 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Proficio Capital Partners LLC | 1654175 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6240 | 359549 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Miramar Capital, LLC | 1767812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216049 | 12448763 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 384190 | 22137020 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aristotle Atlantic Partners, LLC | 1697267 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18600 | 1071732 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Atom Investors LP | 1738902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55638 | 3205862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18285 | 1053607 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67743 | 3903333 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIDUCIENT ADVISORS LLC | 1729866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9085 | 523478 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11467840 | 660776941 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 3111 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Trust Asset Management LLC | 1608376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22705 | 1405181 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Brown Shipley& Co Ltd | 1912970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270 | 15557 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Encompass More Asset Management | 2011218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14408 | 830189 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4515 | 260138 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lombard Odier Asset Management (USA) Corp | 1491719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450000 | 25929000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Falcon Wealth Planning | 1839850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3907 | 225137 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4016 | 231403 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Fullerton Fund Management Co Ltd. | 1592746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12607 | 726415 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Financial Engines Advisors L.L.C. | 1420473 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9130 | 526071 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nan Shan Life Insurance Co., Ltd. | 1730464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 939759 | 54148914 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sofinnova Investments, Inc. | 1631134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 876970 | 50531011 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TUCKER ASSET MANAGEMENT LLC | 1870012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9151 | 527307 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19427 | 1119384 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7756 | 446901 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Lloyd Advisory Services, LLC. | 1802474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 2757 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 2420 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48151 | 2774458 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FIRST COMMUNITY TRUST NA | 1130344 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 4610 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2039850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 2472 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7699769 | 443660690 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BOSTON FAMILY OFFICE LLC | 1039807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31077 | 1791 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| O'Keefe Stevens Advisory, Inc. | 1780565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4170 | 240275 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Quintet Private Bank (Europe) S.A. | 1977290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37760 | 2175731 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SECTOR GAMMA AS | 1475373 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 726115 | 41838746 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97895 | 5640710 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| 626 Financial, LLC | 1911035 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12372 | 712903 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Keel Point, LLC | 1386935 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9176 | 528749 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.