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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,958
shares
|
$551,861
0.04% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
11,943
shares
|
$551,169
0.02% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
11,906
shares
|
$549,461
0.07% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,901
shares
|
$549,231
0.08% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
11,892
shares
|
$548,815
0.17% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
11,841
shares
|
$546,462
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
11,841
shares
|
$546,462
0.15% of portfolio
|
Q2 2025
Reduced 31.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,825
shares
|
$545,723
0.02% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
11,728
shares
|
$541,247
0.04% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
11,700
shares
|
$539,955
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
11,694
shares
|
$539,678
0.02% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
11,684
shares
|
$539,216
0.32% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
11,628
shares
|
$536,632
0.26% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
11,604
shares
|
$535,524
0.13% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,592
shares
|
$534,970
0.03% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,571
shares
|
$534,001
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
11,519
shares
|
$531,601
0.04% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Callahan Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
11,491
shares
|
$530,309
0.05% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
11,476
shares
|
$529,617
0.04% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,446
shares
|
$528,232
0.41% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,406
shares
|
$526,386
0.09% of portfolio
|
Q3 2023
Added 7.49%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
11,374
shares
|
$524,910
0.03% of portfolio
|
Q2 2025
Reduced 65.3%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,371
shares
|
$524,771
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
11,336
shares
|
$523,156
0.03% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
11,317
shares
|
$522,279
0.0% of portfolio
|
Q3 2024
Reduced 67.59%
|