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 |
---|---|---|---|---|---|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
75,466
shares
|
$3.48 Million
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
75,458
shares
|
$3.48 Million
2.6% of portfolio
|
Q1 2025
New holding
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
75,078
shares
|
$3.46 Million
1.16% of portfolio
|
Q1 2025
Added 826.89%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
74,887
shares
|
$3.46 Million
0.66% of portfolio
|
Q2 2025
Added 40.73%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
74,883
shares
|
$3.46 Million
0.54% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
74,774
shares
|
$3.45 Million
0.77% of portfolio
|
Q2 2025
Added 25.09%
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
74,066
shares
|
$3.42 Million
1.32% of portfolio
|
Q2 2025
Added 6.1%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
73,949
shares
|
$3.41 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
73,888
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
73,839
shares
|
$3.41 Million
0.44% of portfolio
|
Q2 2025
Added 2.17%
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
73,685
shares
|
$3.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
73,643
shares
|
$3.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
73,506
shares
|
$3.39 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
73,498
shares
|
$3.39 Million
0.11% of portfolio
|
Q2 2025
Added 10.33%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
73,477
shares
|
$3.39 Million
1.62% of portfolio
|
Q2 2025
Added 9.88%
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
73,052
shares
|
$3.37 Million
0.18% of portfolio
|
Q2 2025
Added 0.61%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
72,779
shares
|
$3.36 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
72,476
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2025
Added 15.11%
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
72,433
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Added 44.43%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
72,415
shares
|
$3.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
72,210
shares
|
$3.33 Million
0.14% of portfolio
|
Q2 2025
Reduced 56.87%
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
72,207
shares
|
$3.33 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
72,161
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Added 27.25%
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
71,867
shares
|
$3.32 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
71,815
shares
|
$3.31 Million
1.93% of portfolio
|
Q2 2025
Added 10.45%
|