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 |
|---|---|---|---|---|---|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
56,800
shares
|
$2.78 Million
1.12% of portfolio
|
Q2 2022
Added 119.09%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
56,783
shares
|
$2.78 Million
0.58% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
56,707
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
56,677
shares
|
$2.77 Million
0.11% of portfolio
|
Q1 2024
Reduced 64.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
56,460
shares
|
$2.76 Million
0.49% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
56,418
shares
|
$2.76 Million
0.21% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
56,368
shares
|
$2.76 Million
0.11% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
55,800
shares
|
$2.73 Million
0.13% of portfolio
|
Q4 2024
Reduced 81.67%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
55,752
shares
|
$2.73 Million
0.71% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Dje Kapital Ag
82049 Pullach, 2M |
May 09, 2025 Q1 2025 |
55,730
shares
|
$2.73 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
55,622
shares
|
$2.72 Million
2.74% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
55,604
shares
|
$2.72 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
55,538
shares
|
$2.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
55,280
shares
|
$2.71 Million
1.09% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
55,252
shares
|
$2.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,211
shares
|
$2.7 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,042
shares
|
$2.69 Million
0.17% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
54,893
shares
|
$2.69 Million
0.43% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
54,695
shares
|
$2.68 Million
0.6% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
54,691
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
54,643
shares
|
$2.67 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
54,449
shares
|
$2.66 Million
0.44% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
54,328
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
54,300
shares
|
$2.66 Million
0.83% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
54,006
shares
|
$2.64 Million
0.7% of portfolio
|
Q1 2025
Added 102.2%
|