BMY Bristol-Myers Squibb Company
Bristol-Myers Squibb Company (BMY) Institutional Ownership
What the institutions did with BMY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROCKLAND TRUST CO | 140.4K | 23.6% |
| Versant Capital Management, Inc | 73.6K | 12.4% |
| CX Institutional | 54.1K | 9.1% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 45.7K | 7.7% |
| NEVILLE RODIE & SHAW INC | 38.9K | 6.5% |
| CACTI ASSET MANAGEMENT LLC | 35.5K | 6.0% |
| Ridgewood Investments LLC | 32.0K | 5.4% |
| EASTERN BANK | 31.1K | 5.2% |
| Partnership Wealth Management, LLC | 29.9K | 5.0% |
| Miller Global Investments, LLC | 20.2K | 3.4% |
| PARK NATIONAL CORP /OH/ | 16.8K | 2.8% |
| Montecito Bank & Trust | 12.7K | 2.1% |
| MassMutual Private Wealth & Trust, FSB | 8.6K | 1.4% |
| Central Pacific Bank - Trust Division | 8.6K | 1.4% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 8.4K | 1.4% |
| Boltwood Capital Management | 7.1K | 1.2% |
| Coastline Trust Co | 6.6K | 1.1% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.3K | 0.9% |
| Hickory Point Bank & Trust | 4.8K | 0.8% |
| TOMPKINS FINANCIAL CORP | 4.6K | 0.8% |
| Stonebridge Financial Group, LLC | 4.5K | 0.8% |
| Rosenberg Matthew Hamilton | 1.9K | 0.3% |
| Planning Strategies Inc. | 1.4K | 0.2% |
| Olistico Wealth, LLC | 1.2K | 0.2% |
| Sarver Vrooman Wealth Advisors | 747 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 263.6K | 54.1K | -209.5K |
| Ridgewood Investments LLC | Reduced | 39.9K | 32.0K | -7.8K |
| ROCKLAND TRUST CO | Reduced | 146.9K | 140.4K | -6.6K |
| Central Pacific Bank - Trust Division | Reduced | 12.1K | 8.6K | -3.5K |
| EASTERN BANK | Increased | 27.7K | 31.1K | +3.3K |
| Partnership Wealth Management, LLC | Reduced | 31.4K | 29.9K | -1.4K |
| CACTI ASSET MANAGEMENT LLC | Reduced | 36.5K | 35.5K | -1.0K |
| NEVILLE RODIE & SHAW INC | Reduced | 39.5K | 38.9K | -550 |
| Miller Global Investments, LLC | Reduced | 20.6K | 20.2K | -452 |
| Versant Capital Management, Inc | Increased | 73.4K | 73.6K | +245 |
| PARK NATIONAL CORP /OH/ | Reduced | 17.1K | 16.8K | -245 |
| MassMutual Private Wealth & Trust, FSB | Increased | 8.4K | 8.6K | +207 |
| Rosenberg Matthew Hamilton | Increased | 1.7K | 1.9K | +184 |
| Boltwood Capital Management | Increased | 6.9K | 7.1K | +170 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 45.6K | 45.7K | +169 |
| Stonebridge Financial Group, LLC | Increased | 4.4K | 4.5K | +128 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 8.5K | 8.4K | -101 |
| Coastline Trust Co | Reduced | 6.7K | 6.6K | -100 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 5.2K | 5.3K | +91 |
| Montecito Bank & Trust | Increased | 12.6K | 12.7K | +83 |
| Planning Strategies Inc. | Increased | 1.4K | 1.4K | +23 |
| Roxbury Financial LLC | Increased | 492 | 493 | +1 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 39 | 40 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.