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 2,675 institutions that hold shares in the stock, with a total of 1.64 Billion shares, which have been reported (via 13F filing form) to have a value of $75.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
267
shares
|
$12,322
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
267
shares
|
$12,322
0.01% of portfolio
|
Q2 2025
Reduced 79.48%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
256
shares
|
$11,814
0.0% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
235
shares
|
$10,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
230
shares
|
$10,614
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
230
shares
|
$10,614
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
229
shares
|
$10,568
0.0% of portfolio
|
Q4 2023
Added 19.27%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
223
shares
|
$10,291
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
210
shares
|
$9,691
0.01% of portfolio
|
Q2 2025
Reduced 96.27%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
207
shares
|
$9,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
202
shares
|
$9,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$9,230
0.02% of portfolio
|
Q4 2021
Reduced 80.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$9,230
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
200
shares
|
$9,230
0.01% of portfolio
|
Q2 2025
Reduced 36.51%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
198
shares
|
$9,137
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
194
shares
|
$8,953
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
184
shares
|
$8,491
0.0% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
180
shares
|
$8,307
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
179
shares
|
$8,260
0.0% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
178
shares
|
$8,214
0.0% of portfolio
|
Q2 2025
Added 1269.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
177
shares
|
$8,168
0.02% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
170
shares
|
$7,845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
168
shares
|
$7,753
0.0% of portfolio
|
Q2 2025
Reduced 57.36%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
166
shares
|
$7,660
0.02% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
165
shares
|
$7,614
0.0% of portfolio
|
Q1 2025
Reduced 96.89%
|