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 |
|---|---|---|---|---|---|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
9,957
shares
|
$459,515
0.1% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
9,924
shares
|
$457,992
0.3% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
9,917
shares
|
$457,669
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
9,908
shares
|
$457,254
0.02% of portfolio
|
Q2 2025
Added 127.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
9,880
shares
|
$455,962
0.03% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
9,878
shares
|
$455,869
0.24% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,863
shares
|
$455,177
0.03% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
9,860
shares
|
$455,039
0.08% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
9,835
shares
|
$453,885
0.01% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,810
shares
|
$452,731
0.04% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
9,802
shares
|
$452,362
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
9,797
shares
|
$452,131
0.19% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,790
shares
|
$451,808
0.28% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,787
shares
|
$451,670
0.06% of portfolio
|
Q1 2023
Reduced 53.97%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
9,766
shares
|
$450,700
0.08% of portfolio
|
Q2 2025
Reduced 87.09%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
9,760
shares
|
$450,424
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
9,742
shares
|
$449,593
0.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
9,719
shares
|
$448,531
0.03% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
9,705
shares
|
$447,885
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
9,676
shares
|
$446,547
0.3% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
9,652
shares
|
$445,439
0.01% of portfolio
|
Q2 2025
Reduced 25.07%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
9,645
shares
|
$445,116
0.1% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
9,640
shares
|
$444,886
0.23% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
9,634
shares
|
$444,609
0.06% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
9,631
shares
|
$444,470
0.42% of portfolio
|
Q4 2024
Added 0.14%
|