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 |
|---|---|---|---|---|---|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,272
shares
|
$427,902
0.25% of portfolio
|
Q2 2022
Added 0.6%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
9,265
shares
|
$427,579
0.03% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
9,248
shares
|
$426,795
0.03% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,237
shares
|
$426,287
0.06% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
9,230
shares
|
$425,964
0.37% of portfolio
|
Q1 2023
Added 20.31%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
9,228
shares
|
$425,872
0.21% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
9,226
shares
|
$425,779
0.41% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
9,176
shares
|
$423,472
0.28% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,173
shares
|
$423,333
0.04% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
9,134
shares
|
$421,534
0.05% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
9,123
shares
|
$421,026
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
9,104
shares
|
$420,149
0.06% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
9,100
shares
|
$419,965
0.06% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
9,100
shares
|
$419,965
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
9,086
shares
|
$419,318
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,065
shares
|
$418,349
0.03% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
9,062
shares
|
$418,211
0.05% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
9,029
shares
|
$416,688
0.09% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
9,016
shares
|
$416,088
0.06% of portfolio
|
Q2 2025
Reduced 55.8%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
9,001
shares
|
$415,396
0.01% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
8,985
shares
|
$414,657
0.04% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,968
shares
|
$413,873
0.03% of portfolio
|
Q2 2025
Added 46.08%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
8,953
shares
|
$413,180
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
8,930
shares
|
$412,119
0.05% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
8,905
shares
|
$410,965
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|