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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
24,258
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
24,241
shares
|
$1.12 Million
0.4% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
24,204
shares
|
$1.12 Million
0.89% of portfolio
|
Q2 2025
Added 64.12%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
24,092
shares
|
$1.11 Million
0.27% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
24,087
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
24,061
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 77.62%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
24,038
shares
|
$1.11 Million
0.62% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
23,989
shares
|
$1.11 Million
0.26% of portfolio
|
Q4 2019
Reduced 0.96%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
23,939
shares
|
$1.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
23,897
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2022
Added 94.9%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
23,881
shares
|
$1.1 Million
0.58% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
23,853
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
23,751
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
23,702
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 15, 2025 Q2 2025 |
23,610
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
23,549
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 39.24%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
23,444
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
23,316
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
23,265
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
23,233
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
23,215
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
23,165
shares
|
$1.07 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
23,155
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2022
Added 28.62%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
23,153
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
23,149
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.42%
|