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 |
|---|---|---|---|---|---|
|
Sectoral Asset Management Inc
Montreal, A8 |
May 15, 2025 Q1 2025 |
19,500
shares
|
$936,390
1.34% of portfolio
|
Q1 2025
Reduced 55.68%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
19,483
shares
|
$935,573
0.21% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
19,442
shares
|
$933,604
0.34% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
19,440
shares
|
$933,508
0.31% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,428
shares
|
$932,932
0.07% of portfolio
|
Q4 2023
Reduced 10.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
19,422
shares
|
$932,644
0.02% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
19,340
shares
|
$928,706
0.22% of portfolio
|
Q3 2024
Added 46.16%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,315
shares
|
$927,506
0.35% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
19,314
shares
|
$927,458
0.07% of portfolio
|
Q1 2025
Added 8.73%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
19,296
shares
|
$926,593
0.1% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,293
shares
|
$926,449
0.12% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
19,165
shares
|
$920,303
0.33% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
19,122
shares
|
$918,238
0.45% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
19,119
shares
|
$918,094
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,077
shares
|
$916,077
0.35% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
19,036
shares
|
$914,108
0.1% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
19,000
shares
|
$912,380
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
19,000
shares
|
$912,380
0.23% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
18,963
shares
|
$910,603
0.36% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
18,945
shares
|
$909,738
0.05% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
18,896
shares
|
$907,385
0.05% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,881
shares
|
$906,665
0.03% of portfolio
|
Q1 2025
Added 32.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
18,874
shares
|
$906,329
0.19% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
18,806
shares
|
$903,064
0.44% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
18,798
shares
|
$902,679
0.53% of portfolio
|
Q1 2025
Added 3.31%
|