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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,722
shares
|
$679,420
0.04% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
14,719
shares
|
$679,281
0.05% of portfolio
|
Q2 2025
Reduced 73.48%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
14,707
shares
|
$678,728
1.03% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,668
shares
|
$676,928
0.39% of portfolio
|
Q1 2024
Reduced 24.63%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
14,640
shares
|
$675,636
0.05% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
14,607
shares
|
$674,113
0.04% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
14,601
shares
|
$673,836
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
14,563
shares
|
$672,082
0.01% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
14,547
shares
|
$671,344
0.25% of portfolio
|
Q1 2023
Reduced 41.11%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,436
shares
|
$666,221
0.03% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
14,391
shares
|
$664,144
0.22% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,382
shares
|
$663,729
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
14,350
shares
|
$662,252
0.11% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,340
shares
|
$661,791
0.13% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
14,331
shares
|
$661,375
0.37% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,322
shares
|
$660,960
0.06% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
14,313
shares
|
$660,544
0.31% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
14,288
shares
|
$659,391
0.2% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
14,279
shares
|
$658,975
0.21% of portfolio
|
Q2 2025
Reduced 29.23%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
14,208
shares
|
$655,699
0.02% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
14,202
shares
|
$655,422
0.24% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
14,159
shares
|
$653,437
0.01% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
14,139
shares
|
$652,514
0.08% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
14,109
shares
|
$651,130
0.49% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,094
shares
|
$650,438
0.27% of portfolio
|
Q1 2023
Reduced 0.11%
|