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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
18,944
shares
|
$874,265
0.09% of portfolio
|
Q2 2025
Added 310.13%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
18,934
shares
|
$873,804
0.18% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,898
shares
|
$872,142
0.03% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
18,852
shares
|
$870,019
0.13% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
18,772
shares
|
$866,327
0.49% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
18,738
shares
|
$864,758
0.13% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
18,656
shares
|
$860,974
0.08% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
18,648
shares
|
$860,605
0.1% of portfolio
|
Q2 2025
Reduced 55.28%
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
18,631
shares
|
$859,820
0.09% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,497
shares
|
$853,636
0.46% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
18,467
shares
|
$852,252
0.33% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
18,324
shares
|
$845,652
0.05% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
18,297
shares
|
$844,406
0.19% of portfolio
|
Q2 2025
Reduced 35.95%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
18,282
shares
|
$843,714
0.32% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,273
shares
|
$843,298
0.27% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
18,258
shares
|
$842,606
0.04% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
18,188
shares
|
$839,376
0.11% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
18,150
shares
|
$837,622
0.08% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
18,105
shares
|
$835,545
0.3% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
18,098
shares
|
$835,222
0.1% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
18,078
shares
|
$834,299
0.3% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
18,068
shares
|
$833,838
0.17% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
18,060
shares
|
$833,469
0.25% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
18,033
shares
|
$832,222
0.25% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
18,008
shares
|
$831,069
0.19% of portfolio
|
Q2 2025
Added 0.22%
|