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 2,743 institutions that hold shares in the stock, with a total of 1.59 Billion shares, which have been reported (via 13F filing form) to have a value of $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
80,036
shares
|
$3.92 Million
1.06% of portfolio
|
Q3 2023
Added 12.71%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
79,513
shares
|
$3.89 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
79,052
shares
|
$3.87 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
78,766
shares
|
$3.85 Million
0.36% of portfolio
|
Q1 2025
Added 39.87%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
78,605
shares
|
$3.85 Million
0.41% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
78,105
shares
|
$3.82 Million
0.23% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
78,081
shares
|
$3.82 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
77,744
shares
|
$3.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
77,685
shares
|
$3.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
77,583
shares
|
$3.8 Million
0.25% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
77,494
shares
|
$3.79 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
77,458
shares
|
$3.79 Million
0.18% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
77,386
shares
|
$3.79 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
77,125
shares
|
$3.77 Million
0.35% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
76,874
shares
|
$3.76 Million
0.11% of portfolio
|
Q1 2025
Added 153.12%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
76,302
shares
|
$3.73 Million
1.33% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
76,073
shares
|
$3.72 Million
0.16% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
75,919
shares
|
$3.72 Million
0.11% of portfolio
|
Q2 2025
Added 164.25%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
75,803
shares
|
$3.71 Million
0.18% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
75,620
shares
|
$3.7 Million
0.19% of portfolio
|
Q1 2025
Added 679.35%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
75,610
shares
|
$3.7 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
75,599
shares
|
$3.7 Million
1.22% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
75,530
shares
|
$3.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
75,524
shares
|
$3.7 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
75,458
shares
|
$3.69 Million
2.6% of portfolio
|
Q1 2025
New holding
|