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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
95,901
shares
|
$4.43 Million
1.85% of portfolio
|
Q4 2022
Reduced 1.14%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
95,768
shares
|
$4.42 Million
0.61% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
95,359
shares
|
$4.4 Million
0.12% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
95,329
shares
|
$4.4 Million
1.77% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
95,110
shares
|
$4.39 Million
0.4% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
94,957
shares
|
$4.38 Million
1.31% of portfolio
|
Q3 2023
Reduced 14.0%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
94,923
shares
|
$4.38 Million
0.18% of portfolio
|
Q4 2022
Reduced 2.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
94,911
shares
|
$4.38 Million
0.07% of portfolio
|
Q2 2024
Added 6.01%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
94,734
shares
|
$4.37 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
94,623
shares
|
$4.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
94,513
shares
|
$4.36 Million
1.54% of portfolio
|
Q3 2022
Reduced 2.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
94,480
shares
|
$4.36 Million
0.06% of portfolio
|
Q2 2025
Added 41.29%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
92,714
shares
|
$4.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
92,576
shares
|
$4.27 Million
1.11% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
92,231
shares
|
$4.26 Million
0.11% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
91,645
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
91,354
shares
|
$4.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 47.4%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
91,290
shares
|
$4.21 Million
0.09% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
90,339
shares
|
$4.17 Million
0.54% of portfolio
|
Q3 2022
Reduced 2.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
89,849
shares
|
$4.15 Million
0.09% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
89,819
shares
|
$4.15 Million
1.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
89,524
shares
|
$4.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
89,229
shares
|
$4.12 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
88,992
shares
|
$4.11 Million
0.11% of portfolio
|
Q2 2025
Added 29.17%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
88,864
shares
|
$4.1 Million
1.21% of portfolio
|
Q2 2025
Added 2.96%
|