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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
21,946
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
21,900
shares
|
$1.05 Million
1.92% of portfolio
|
Q3 2022
Added 25.86%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
21,871
shares
|
$1.05 Million
0.56% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
21,871
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
21,831
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
21,820
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
21,795
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
21,722
shares
|
$1.04 Million
0.59% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
21,700
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
21,685
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
21,660
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
21,659
shares
|
$1.04 Million
0.5% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,655
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,644
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
21,631
shares
|
$1.04 Million
0.51% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
21,613
shares
|
$1.04 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
21,597
shares
|
$1.04 Million
0.66% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
21,578
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
21,558
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,534
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
Added 54.52%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
21,461
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
21,347
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
21,326
shares
|
$1.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,309
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
21,152
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.51%
|