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 |
|---|---|---|---|---|---|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,579
shares
|
$468,796
0.04% of portfolio
|
Q3 2022
Added 8.09%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,577
shares
|
$468,698
0.03% of portfolio
|
Q1 2025
Reduced 20.36%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
9,561
shares
|
$467,915
0.07% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
9,532
shares
|
$466,496
0.14% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
9,521
shares
|
$465,957
0.02% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
9,521
shares
|
$465,957
0.2% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
9,512
shares
|
$465,517
0.08% of portfolio
|
Q1 2025
Reduced 58.41%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,505
shares
|
$465,174
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
9,502
shares
|
$465,027
0.25% of portfolio
|
Q1 2025
Reduced 28.1%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
9,500
shares
|
$464,930
0.44% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
9,500
shares
|
$464,930
0.05% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
9,497
shares
|
$464,783
0.31% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
9,484
shares
|
$464,146
0.04% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
9,469
shares
|
$463,412
0.09% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,467
shares
|
$463,314
0.04% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
9,456
shares
|
$462,776
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
9,445
shares
|
$462,238
0.5% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
9,441
shares
|
$462,042
0.3% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
9,400
shares
|
$460,036
0.58% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
9,392
shares
|
$459,644
0.01% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,350
shares
|
$457,589
0.02% of portfolio
|
Q1 2025
Reduced 64.63%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
9,348
shares
|
$457,491
0.2% of portfolio
|
Q2 2025
Added 53.72%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
9,343
shares
|
$457,246
0.07% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
9,341
shares
|
$457,148
0.17% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
9,314
shares
|
$455,827
0.01% of portfolio
|
Q1 2025
New holding
|