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 |
|---|---|---|---|---|---|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
56,392
shares
|
$2.6 Million
2.04% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
56,368
shares
|
$2.6 Million
0.11% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
56,200
shares
|
$2.59 Million
0.1% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
55,752
shares
|
$2.57 Million
0.71% of portfolio
|
Q2 2025
Added 17.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
55,538
shares
|
$2.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
55,280
shares
|
$2.55 Million
1.09% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,211
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.95%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
55,180
shares
|
$2.55 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
55,068
shares
|
$2.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,042
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
55,000
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 29.75%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
54,893
shares
|
$2.53 Million
0.43% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
54,825
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
54,695
shares
|
$2.52 Million
0.6% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
54,691
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
54,673
shares
|
$2.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
54,300
shares
|
$2.51 Million
0.83% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
54,070
shares
|
$2.5 Million
0.16% of portfolio
|
Q2 2025
Added 46.0%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
53,997
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
53,800
shares
|
$2.48 Million
0.6% of portfolio
|
Q4 2020
Added 132.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
53,530
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
53,506
shares
|
$2.47 Million
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
53,474
shares
|
$2.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
53,000
shares
|
$2.45 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
52,849
shares
|
$2.44 Million
1.02% of portfolio
|
Q3 2022
Reduced 0.54%
|