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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,185
shares
|
$969,283
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
20,178
shares
|
$968,947
0.47% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
20,151
shares
|
$967,651
0.46% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
20,101
shares
|
$965,250
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
20,066
shares
|
$963,569
0.1% of portfolio
|
Q4 2024
Added 217.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,065
shares
|
$963,521
0.09% of portfolio
|
Q3 2022
Reduced 9.25%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
20,063
shares
|
$963,425
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
20,048
shares
|
$962,704
1.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
20,005
shares
|
$960,640
0.16% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
20,000
shares
|
$960,400
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
19,990
shares
|
$959,919
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
19,951
shares
|
$958,047
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
19,903
shares
|
$955,742
0.16% of portfolio
|
Q2 2025
Reduced 33.86%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,900
shares
|
$955,598
0.59% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
19,900
shares
|
$955,598
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
19,826
shares
|
$952,044
0.5% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,750
shares
|
$948,395
0.08% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
19,738
shares
|
$947,818
0.19% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
19,693
shares
|
$945,657
0.27% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
19,686
shares
|
$945,321
0.1% of portfolio
|
Q2 2025
Reduced 78.79%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
19,649
shares
|
$943,544
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
19,644
shares
|
$943,304
0.12% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
19,594
shares
|
$940,903
0.26% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
19,529
shares
|
$937,782
0.11% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
19,520
shares
|
$937,350
0.32% of portfolio
|
Q1 2025
Added 4.27%
|