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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
44,337
shares
|
$2.05 Million
0.5% of portfolio
|
Q3 2023
Reduced 16.78%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
44,213
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2025
Added 25.12%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
44,138
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
44,126
shares
|
$2.04 Million
0.39% of portfolio
|
Q2 2025
Added 78.19%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
44,050
shares
|
$2.03 Million
1.24% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
43,884
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2019
Added 100.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
43,553
shares
|
$2.01 Million
0.13% of portfolio
|
Q2 2020
Reduced 6.57%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,500
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
43,454
shares
|
$2.01 Million
0.03% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
43,396
shares
|
$2 Million
2.71% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
43,369
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
43,338
shares
|
$2 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
43,261
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
42,998
shares
|
$1.98 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
42,865
shares
|
$1.98 Million
0.64% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
42,626
shares
|
$1.97 Million
0.08% of portfolio
|
Q2 2025
Added 180.93%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
42,467
shares
|
$1.96 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
42,431
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2025
Added 51.54%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
42,208
shares
|
$1.95 Million
0.13% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,202
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
42,197
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
42,146
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
42,000
shares
|
$1.94 Million
0.77% of portfolio
|
Q3 2017
New holding
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
41,897
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
41,770
shares
|
$1.93 Million
0.12% of portfolio
|
Q2 2025
Reduced 28.43%
|