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 2,770 institutions that hold shares in the stock, with a total of 1.59 Billion shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
28,500
shares
|
$1.37 Million
0.42% of portfolio
|
Q3 2023
Reduced 39.87%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
28,438
shares
|
$1.37 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
28,331
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2025
Reduced 56.22%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28,285
shares
|
$1.36 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
28,122
shares
|
$1.35 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
28,033
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
28,000
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
28,000
shares
|
$1.35 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
27,986
shares
|
$1.35 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,915
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Added 67.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
27,807
shares
|
$1.34 Million
1.23% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
27,795
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2025
Added 97.18%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
27,640
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
27,612
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
27,610
shares
|
$1.33 Million
0.18% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
27,575
shares
|
$1.33 Million
0.17% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
27,541
shares
|
$1.32 Million
0.35% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
27,539
shares
|
$1.32 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27,448
shares
|
$1.32 Million
1.41% of portfolio
|
Q2 2022
Reduced 5.67%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
27,119
shares
|
$1.3 Million
0.12% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
27,067
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
27,050
shares
|
$1.3 Million
1.54% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
27,027
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,020
shares
|
$1.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
26,954
shares
|
$1.3 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.42%
|