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 |
---|---|---|---|---|---|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
69,470
shares
|
$3.4 Million
2.88% of portfolio
|
Q2 2025
Added 2.32%
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
69,099
shares
|
$3.38 Million
0.26% of portfolio
|
Q1 2025
Added 15.27%
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
68,897
shares
|
$3.37 Million
0.12% of portfolio
|
Q1 2025
Added 24.38%
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
68,852
shares
|
$3.37 Million
1.17% of portfolio
|
Q2 2025
Added 0.15%
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
68,695
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
Added 54.37%
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
68,319
shares
|
$3.34 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
68,260
shares
|
$3.34 Million
0.04% of portfolio
|
Q1 2025
Added 10.98%
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
68,190
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
68,103
shares
|
$3.33 Million
0.37% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
68,053
shares
|
$3.33 Million
0.18% of portfolio
|
Q1 2025
Added 127.5%
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66,870
shares
|
$3.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
66,869
shares
|
$3.27 Million
2.19% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
66,619
shares
|
$3.26 Million
0.13% of portfolio
|
Q1 2025
Added 20.68%
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
66,567
shares
|
$3.26 Million
0.95% of portfolio
|
Q1 2025
Added 0.67%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
66,560
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
May 05, 2025 Q1 2025 |
66,556
shares
|
$3.26 Million
2.85% of portfolio
|
Q1 2025
Added 28.55%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
65,955
shares
|
$3.23 Million
0.14% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
65,931
shares
|
$3.23 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
65,452
shares
|
$3.2 Million
0.8% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
65,058
shares
|
$3.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 65.99%
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
65,019
shares
|
$3.18 Million
2.09% of portfolio
|
Q1 2025
Reduced 43.3%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
64,930
shares
|
$3.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
64,862
shares
|
$3.17 Million
1.69% of portfolio
|
Q1 2025
Reduced 44.22%
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
64,763
shares
|
$3.17 Million
0.08% of portfolio
|
Q2 2025
Added 16.36%
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
64,613
shares
|
$3.16 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.78%
|