# BRISTOL-MYERS SQUIBB CO (BMY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BMY/

- Reporting holders: 123
- Reported value: $417.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $176.2M | 2,823,235 | 1.5% | 4 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $93.8M | 1,502,440 | 1.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.8M | 189,513 | 0.1% | 16 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $9.7M | 155,174 | 2.4% | 13 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $8.8M | 140,372 | 0.3% | 32 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $7.8M | 125,138 | 0.8% | 26 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $5.8M | 93,455 | 0.6% | 29 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $5.5M | 88,876 | 2.4% | 21 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $4.6M | 73,606 | 0.4% | 32 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $4.4M | 70,430 | 0.9% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.5M | 56,369 | 0.1% | 12 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $3.4M | 54,300 | 1.1% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $3.3M | 52,640 | 0.1% | 28 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $3.1M | 50,389 | 0.4% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $2.9M | 45,723 | 0.0% | 32 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $2.3M | 36,922 | 0.0% | 12 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.3M | 36,135 | 0.0% | 32 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $2.2M | 35,450 | 0.1% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $2.2M | 35,184 | 0.3% | 19 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $2.0M | 32,356 | 0.8% | 18 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $2.0M | 32,043 | 0.7% | 31 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.9M | 31,061 | 0.0% | 32 |
| [MFG WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/2053046-mfg-wealth-management-inc/) | $1.9M | 30,984 | 1.4% | 4 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.9M | 32,204 | 0.4% | 30 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $1.9M | 29,948 | 1.3% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 123 | $417.2M |
| Q2 2026 | 2,539 | $110.8B |
| Q1 2026 | 2,546 | $102.8B |
| Q4 2025 | 2,465 | $92.3B |
| Q3 2025 | 2,282 | $78.5B |
| Q2 2025 | 2,308 | $79.1B |
| Q1 2025 | 2,503 | $102.9B |
| Q4 2024 | 2,502 | $94.0B |
| Q3 2024 | 2,278 | $88.0B |
| Q2 2024 | 2,160 | $70.1B |
| Q1 2024 | 2,345 | $95.4B |
| Q4 2023 | 2,373 | $88.7B |