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 2,743 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 $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,721
shares
|
$671,505
0.04% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
13,688
shares
|
$669,890
0.14% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
13,685
shares
|
$669,743
0.1% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
13,675
shares
|
$669,254
0.44% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$668,422
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
13,577
shares
|
$664,458
0.07% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$662,843
0.35% of portfolio
|
Q1 2023
Added 6.12%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
13,523
shares
|
$661,815
0.14% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
13,432
shares
|
$657,362
0.18% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
13,381
shares
|
$654,866
0.16% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
13,381
shares
|
$654,866
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
|
$654,083
0.22% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
13,357
shares
|
$653,691
0.12% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
13,326
shares
|
$652,174
0.29% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,305
shares
|
$651,146
0.07% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
13,303
shares
|
$651,048
0.51% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
13,287
shares
|
$650,265
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
13,257
shares
|
$648,797
0.08% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
13,249
shares
|
$648,406
0.08% of portfolio
|
Q1 2025
Reduced 88.37%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
13,230
shares
|
$647,476
0.26% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
13,207
shares
|
$646,350
0.01% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
13,206
shares
|
$646,301
0.26% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,162
shares
|
$644,148
0.17% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
13,159
shares
|
$644,001
0.05% of portfolio
|
Q2 2025
Added 209.84%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
13,152
shares
|
$643,658
0.7% of portfolio
|
Q1 2025
New holding
|