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 2,759 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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
24,609
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
24,417
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
24,408
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
24,328
shares
|
$1.17 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
24,305
shares
|
$1.17 Million
0.16% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
24,238
shares
|
$1.16 Million
0.61% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
24,065
shares
|
$1.16 Million
0.15% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
24,038
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
23,989
shares
|
$1.15 Million
0.26% of portfolio
|
Q4 2019
Reduced 0.96%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
23,897
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2022
Added 94.9%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
23,881
shares
|
$1.15 Million
0.58% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23,834
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
23,809
shares
|
$1.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
23,702
shares
|
$1.14 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
23,702
shares
|
$1.14 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
23,538
shares
|
$1.13 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
23,458
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
23,444
shares
|
$1.13 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
23,337
shares
|
$1.12 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
23,316
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
23,212
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
23,165
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
23,155
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2022
Added 28.62%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
23,153
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
23,109
shares
|
$1.11 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.86%
|