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 |
|---|---|---|---|---|---|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
21,134
shares
|
$975,334
0.64% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
21,107
shares
|
$974,088
0.2% of portfolio
|
Q2 2025
Reduced 43.71%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,088
shares
|
$973,211
0.34% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
21,088
shares
|
$973,211
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 05, 2025 Q2 2025 |
21,000
shares
|
$969,150
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
20,989
shares
|
$968,642
0.08% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
20,961
shares
|
$967,350
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
20,953
shares
|
$966,980
0.02% of portfolio
|
Q2 2025
Reduced 20.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
20,946
shares
|
$966,657
0.09% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
20,913
shares
|
$965,134
0.05% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
20,883
shares
|
$963,750
0.03% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
20,824
shares
|
$961,027
0.16% of portfolio
|
Q4 2024
Reduced 52.87%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,744
shares
|
$957,335
0.29% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
20,658
shares
|
$953,366
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
20,552
shares
|
$948,474
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
20,530
shares
|
$947,459
0.17% of portfolio
|
Q2 2021
Added 6.33%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
20,507
shares
|
$946,398
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
20,440
shares
|
$943,306
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
20,358
shares
|
$939,521
0.75% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
20,318
shares
|
$937,675
0.34% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
20,288
shares
|
$936,291
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
20,287
shares
|
$936,245
0.04% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
20,242
shares
|
$934,168
0.11% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
20,151
shares
|
$929,968
0.46% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
20,101
shares
|
$927,661
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|