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 |
|---|---|---|---|---|---|
|
American Financial Group Inc
|
Aug 07, 2025 Q2 2025 |
60,000
shares
|
$2.77 Million
1.35% of portfolio
|
Q4 2019
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
59,878
shares
|
$2.76 Million
0.06% of portfolio
|
Q2 2025
Reduced 78.5%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
59,679
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
59,520
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
59,492
shares
|
$2.75 Million
0.18% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
59,474
shares
|
$2.74 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
59,391
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
59,200
shares
|
$2.73 Million
0.54% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
59,183
shares
|
$2.73 Million
1.04% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
59,130
shares
|
$2.73 Million
1.93% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Aug 14, 2025 Q2 2025 |
58,822
shares
|
$2.71 Million
2.01% of portfolio
|
Q2 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
58,639
shares
|
$2.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
58,162
shares
|
$2.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
58,036
shares
|
$2.68 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
57,977
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.18%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
57,576
shares
|
$2.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.03%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
57,487
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
57,305
shares
|
$2.64 Million
0.95% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
57,260
shares
|
$2.64 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
56,957
shares
|
$2.63 Million
0.09% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
56,832
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Added 389.97%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
56,800
shares
|
$2.62 Million
1.12% of portfolio
|
Q2 2022
Added 119.09%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
56,783
shares
|
$2.62 Million
0.58% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
56,677
shares
|
$2.62 Million
0.11% of portfolio
|
Q1 2024
Reduced 64.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
56,460
shares
|
$2.61 Million
0.49% of portfolio
|
Q3 2022
Reduced 2.72%
|