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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
21,090
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
20,961
shares
|
$1.01 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
20,945
shares
|
$1.01 Million
0.31% of portfolio
|
Q1 2025
Reduced 85.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
20,936
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
20,919
shares
|
$1 Million
0.12% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
20,902
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
20,866
shares
|
$1 Million
0.3% of portfolio
|
Q1 2025
Added 29.43%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
20,824
shares
|
$999,968
0.23% of portfolio
|
Q4 2024
Reduced 52.87%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
20,809
shares
|
$999,248
1.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,744
shares
|
$996,126
0.29% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
20,702
shares
|
$994,110
0.9% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
20,605
shares
|
$989,452
0.49% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
20,591
shares
|
$988,779
0.45% of portfolio
|
Q1 2025
Added 63.34%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
20,530
shares
|
$985,850
0.17% of portfolio
|
Q2 2021
Added 6.33%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
20,458
shares
|
$982,393
0.11% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
20,413
shares
|
$980,232
0.06% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
20,400
shares
|
$979,608
0.25% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
20,391
shares
|
$979,175
0.26% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
20,372
shares
|
$978,263
0.13% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
20,358
shares
|
$977,591
0.75% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
20,318
shares
|
$975,670
0.34% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
20,301
shares
|
$974,854
0.15% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
20,288
shares
|
$974,229
0.03% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
20,267
shares
|
$973,221
0.4% of portfolio
|
Q1 2025
Added 81.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
20,242
shares
|
$972,020
0.11% of portfolio
|
Q2 2025
Reduced 25.74%
|