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 2,748 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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
16,454
shares
|
$790,121
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
16,432
shares
|
$789,064
0.04% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
16,392
shares
|
$787,143
0.34% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,376
shares
|
$786,375
0.05% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
16,332
shares
|
$784,262
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 18, 2025 Q2 2025 |
16,301
shares
|
$782,774
0.31% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
16,286
shares
|
$782,053
0.04% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
16,279
shares
|
$781,717
0.05% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
16,250
shares
|
$780,325
0.07% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
16,178
shares
|
$776,867
0.24% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
16,141
shares
|
$775,090
0.09% of portfolio
|
Q2 2025
Added 52.39%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
16,130
shares
|
$774,562
0.2% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,108
shares
|
$773,506
0.08% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
16,106
shares
|
$773,410
1.18% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,033
shares
|
$769,904
0.15% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,004
shares
|
$768,512
0.04% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
15,995
shares
|
$768,079
0.25% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
15,969
shares
|
$766,831
0.17% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,934
shares
|
$765,150
0.15% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
15,846
shares
|
$760,924
0.47% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
15,701
shares
|
$753,962
0.71% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
15,700
shares
|
$753,914
0.42% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
15,676
shares
|
$752,761
0.36% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
15,633
shares
|
$750,696
0.04% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
15,628
shares
|
$750,456
0.19% of portfolio
|
Q2 2025
Reduced 9.03%
|