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 2,759 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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
12,447
shares
|
$597,704
0.22% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,437
shares
|
$597,224
0.01% of portfolio
|
Q2 2025
Added 35.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,431
shares
|
$596,936
0.07% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
12,399
shares
|
$595,399
0.19% of portfolio
|
Q2 2025
Reduced 52.72%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
12,368
shares
|
$593,911
0.03% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
12,356
shares
|
$593,335
0.05% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
12,355
shares
|
$593,287
0.04% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
12,354
shares
|
$593,239
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,348
shares
|
$592,950
0.04% of portfolio
|
Q1 2025
Added 36.73%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
12,317
shares
|
$591,462
0.02% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
12,317
shares
|
$591,462
0.02% of portfolio
|
Q1 2025
Added 42.41%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
12,314
shares
|
$591,318
0.07% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
12,293
shares
|
$590,309
0.16% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
12,274
shares
|
$589,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
12,269
shares
|
$589,157
0.08% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
12,249
shares
|
$588,196
0.04% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
12,240
shares
|
$587,764
0.1% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,223
shares
|
$586,948
0.11% of portfolio
|
Q1 2025
Reduced 43.6%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
12,174
shares
|
$584,595
0.78% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
12,165
shares
|
$584,163
0.26% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
12,148
shares
|
$583,346
0.05% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
12,145
shares
|
$583,202
0.05% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
12,122
shares
|
$582,098
0.05% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,090
shares
|
$580,561
0.02% of portfolio
|
Q1 2025
Reduced 88.33%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
12,042
shares
|
$578,256
0.15% of portfolio
|
Q4 2024
Added 24.68%
|