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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
165
shares
|
$7,614
0.01% of portfolio
|
Q2 2025
Reduced 60.99%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
162
shares
|
$7,476
0.0% of portfolio
|
Q2 2025
Added 1700.0%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
157
shares
|
$7,245
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
156
shares
|
$7,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$7,153
0.0% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
153
shares
|
$7,060
0.0% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
152
shares
|
$7,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$6,922
0.01% of portfolio
|
Q2 2022
Reduced 20.21%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
145
shares
|
$6,691
0.0% of portfolio
|
Q2 2025
Added 119.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
144
shares
|
$6,645
0.0% of portfolio
|
Q2 2025
Reduced 71.76%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
140
shares
|
$6,461
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
139
shares
|
$6,414
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
138
shares
|
$6,368
0.0% of portfolio
|
Q3 2024
Reduced 74.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
138
shares
|
$6,368
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
138
shares
|
$6,368
0.0% of portfolio
|
Q2 2025
Reduced 90.38%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
137
shares
|
$6,322
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
134
shares
|
$6,184
0.0% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
134
shares
|
$6,184
0.0% of portfolio
|
Q2 2025
Reduced 68.17%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
131
shares
|
$6,045
0.0% of portfolio
|
Q2 2025
Reduced 74.01%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
123
shares
|
$5,676
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
122
shares
|
$5,630
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
116
shares
|
$5,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
113
shares
|
$5,214
0.0% of portfolio
|
Q4 2024
Reduced 97.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
110
shares
|
$5,076
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
105
shares
|
$4,845
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|