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 |
|---|---|---|---|---|---|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
14,052
shares
|
$648,499
0.29% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
14,045
shares
|
$648,176
0.18% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,022
shares
|
$647,115
0.5% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
14,006
shares
|
$646,376
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
14,006
shares
|
$646,376
0.3% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
14,005
shares
|
$646,330
0.15% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$646,100
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
13,986
shares
|
$645,453
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
13,950
shares
|
$643,792
0.05% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,893
shares
|
$641,161
0.04% of portfolio
|
Q2 2025
Reduced 81.99%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
13,848
shares
|
$639,085
0.2% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
13,815
shares
|
$637,562
0.05% of portfolio
|
Q2 2025
Added 101.27%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
13,813
shares
|
$637,469
0.01% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
13,809
shares
|
$637,285
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
13,803
shares
|
$637,008
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
13,781
shares
|
$635,993
0.43% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
13,774
shares
|
$635,670
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$635,347
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
13,764
shares
|
$635,208
0.06% of portfolio
|
Q2 2025
Added 22.99%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,721
shares
|
$633,224
0.04% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
13,694
shares
|
$631,978
0.17% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
13,688
shares
|
$631,701
0.14% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
13,675
shares
|
$631,101
0.44% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
13,666
shares
|
$630,685
0.01% of portfolio
|
Q2 2025
Reduced 12.3%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$630,316
0.08% of portfolio
|
Q2 2024
New holding
|