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 |
|---|---|---|---|---|---|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
11,417
shares
|
$548,244
0.3% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,406
shares
|
$547,716
0.09% of portfolio
|
Q3 2023
Added 7.49%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
11,395
shares
|
$547,187
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,371
shares
|
$546,035
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
11,337
shares
|
$544,402
0.35% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
11,336
shares
|
$544,354
0.03% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
11,324
shares
|
$543,778
0.23% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
11,317
shares
|
$543,442
0.0% of portfolio
|
Q3 2024
Reduced 67.59%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
11,310
shares
|
$543,106
0.27% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
11,197
shares
|
$537,679
0.05% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
11,191
shares
|
$537,391
0.06% of portfolio
|
Q1 2025
Reduced 43.95%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
11,165
shares
|
$536,143
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
11,148
shares
|
$535,326
0.57% of portfolio
|
Q2 2023
Reduced 7.94%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
11,116
shares
|
$533,790
0.18% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
11,104
shares
|
$533,214
0.23% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
11,102
shares
|
$533,118
0.1% of portfolio
|
Q1 2025
Added 61.46%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
11,073
shares
|
$531,725
0.06% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,073
shares
|
$531,725
0.06% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
11,061
shares
|
$531,149
0.08% of portfolio
|
Q1 2025
Added 58.01%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
11,058
shares
|
$531,005
0.16% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
10,977
shares
|
$527,115
1.04% of portfolio
|
Q3 2022
Reduced 2.03%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
10,944
shares
|
$525,530
0.21% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
10,817
shares
|
$519,432
0.04% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
10,812
shares
|
$519,192
0.02% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
10,790
shares
|
$518,135
0.21% of portfolio
|
Q3 2022
Reduced 20.22%
|