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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
19,520
shares
|
$900,848
0.21% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,508
shares
|
$900,294
0.0% of portfolio
|
Q2 2025
Reduced 96.54%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
19,488
shares
|
$899,371
0.03% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
19,483
shares
|
$899,140
0.21% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
19,452
shares
|
$897,709
0.16% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
19,440
shares
|
$897,156
0.31% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,428
shares
|
$896,602
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
|
$896,325
0.02% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
19,382
shares
|
$894,479
0.72% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
19,353
shares
|
$893,140
0.02% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
19,340
shares
|
$892,541
0.22% of portfolio
|
Q3 2024
Added 46.16%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
19,327
shares
|
$891,941
0.68% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jul 01, 2025 Q2 2025 |
19,315
shares
|
$891,387
0.35% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
19,296
shares
|
$890,510
0.1% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,293
shares
|
$890,371
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
|
$884,464
0.33% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,131
shares
|
$882,895
0.2% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
19,122
shares
|
$882,480
0.45% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
19,119
shares
|
$882,341
0.09% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,077
shares
|
$880,403
0.35% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
19,063
shares
|
$879,757
0.09% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
19,022
shares
|
$877,865
0.09% of portfolio
|
Q2 2025
Reduced 92.74%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
19,000
shares
|
$876,850
0.23% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
18,963
shares
|
$875,142
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
|
$874,311
0.05% of portfolio
|
Q1 2025
Reduced 1.12%
|