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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
23,109
shares
|
$1.07 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
23,091
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Added 28.94%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
23,091
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
22,998
shares
|
$1.06 Million
0.15% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
22,900
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
22,896
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
22,867
shares
|
$1.06 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
22,673
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
22,637
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2023
Added 0.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
22,605
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
22,596
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
22,547
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
22,495
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
22,486
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
22,444
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
22,435
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
22,419
shares
|
$1.03 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Schulhoff & CO Inc
|
Jul 30, 2025 Q2 2025 |
22,414
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
22,410
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,403
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,365
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
22,360
shares
|
$1.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
22,328
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
22,159
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,089
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
New holding
|