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 2,771 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
23,052
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
22,993
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Added 78.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
22,900
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
22,811
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
22,810
shares
|
$1.06 Million
1.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,689
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
22,637
shares
|
$1.06 Million
0.91% of portfolio
|
Q3 2023
Added 0.39%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
22,616
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2025
Added 25.9%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
22,615
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
22,566
shares
|
$1.05 Million
0.52% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,533
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
22,519
shares
|
$1.05 Million
0.71% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
22,455
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
22,444
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
22,435
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
22,414
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
22,410
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,403
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
22,365
shares
|
$1.04 Million
0.16% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
22,331
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
22,328
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
22,237
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
22,159
shares
|
$1.03 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
22,082
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
21,949
shares
|
$1.02 Million
0.71% of portfolio
|
Q2 2025
Added 2.31%
|