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 |
|---|---|---|---|---|---|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
33,801
shares
|
$1.56 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
33,772
shares
|
$1.56 Million
0.26% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
33,589
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
33,474
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
33,415
shares
|
$1.54 Million
0.63% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
33,390
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
33,259
shares
|
$1.53 Million
0.53% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
33,254
shares
|
$1.53 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
33,250
shares
|
$1.53 Million
0.54% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
33,201
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
33,195
shares
|
$1.53 Million
0.58% of portfolio
|
Q2 2025
Reduced 21.65%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
33,158
shares
|
$1.53 Million
0.21% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
33,139
shares
|
$1.53 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
33,098
shares
|
$1.53 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,960
shares
|
$1.52 Million
0.16% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
32,942
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
32,676
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
32,615
shares
|
$1.51 Million
0.18% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
32,606
shares
|
$1.5 Million
0.38% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
32,536
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
32,429
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
32,379
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
32,130
shares
|
$1.48 Million
0.18% of portfolio
|
Q2 2025
Added 266.57%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
32,119
shares
|
$1.48 Million
1.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
32,084
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.24%
|