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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$625,055
0.35% of portfolio
|
Q1 2023
Added 6.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
13,493
shares
|
$622,701
0.23% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,481
shares
|
$622,148
0.12% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
13,432
shares
|
$619,886
0.12% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
13,407
shares
|
$618,733
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
13,381
shares
|
$617,533
0.23% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
13,365
shares
|
$616,794
0.22% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
13,326
shares
|
$614,994
0.29% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,303
shares
|
$613,933
0.51% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
13,291
shares
|
$613,379
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
13,287
shares
|
$613,195
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
13,269
shares
|
$612,364
0.02% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
13,257
shares
|
$611,810
0.08% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
13,221
shares
|
$610,149
0.04% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
13,218
shares
|
$610,010
0.14% of portfolio
|
Q2 2025
Reduced 12.94%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,206
shares
|
$609,456
0.18% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
13,180
shares
|
$608,257
0.04% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,162
shares
|
$607,426
0.17% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,159
shares
|
$607,287
0.05% of portfolio
|
Q2 2025
Added 209.84%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
13,145
shares
|
$606,641
0.19% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
13,141
shares
|
$606,457
0.11% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
13,130
shares
|
$605,949
0.04% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
13,070
shares
|
$603,180
0.13% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
13,031
shares
|
$601,380
0.07% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
13,012
shares
|
$600,503
0.05% of portfolio
|
Q2 2025
Added 3.52%
|