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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
41,579
shares
|
$1.92 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
41,574
shares
|
$1.92 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
41,443
shares
|
$1.91 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
41,435
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
41,364
shares
|
$1.91 Million
0.15% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
41,310
shares
|
$1.91 Million
0.23% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
41,275
shares
|
$1.9 Million
2.18% of portfolio
|
Q2 2022
Reduced 6.14%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
40,993
shares
|
$1.89 Million
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
40,984
shares
|
$1.89 Million
0.73% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
40,970
shares
|
$1.89 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
40,861
shares
|
$1.89 Million
0.93% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
40,717
shares
|
$1.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
40,508
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
40,491
shares
|
$1.87 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
40,472
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2024
Added 57.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
40,230
shares
|
$1.86 Million
0.29% of portfolio
|
Q2 2023
Added 65.12%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
40,127
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
40,089
shares
|
$1.85 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
40,078
shares
|
$1.85 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
39,902
shares
|
$1.84 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
39,839
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
39,721
shares
|
$1.83 Million
0.3% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
39,689
shares
|
$1.83 Million
0.87% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
39,683
shares
|
$1.83 Million
0.29% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
39,579
shares
|
$1.83 Million
0.09% of portfolio
|
Q2 2023
New holding
|