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 |
|---|---|---|---|---|---|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
8,545
shares
|
$394,351
0.04% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
8,541
shares
|
$394,167
0.24% of portfolio
|
Q2 2025
Added 28.82%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
8,526
shares
|
$393,474
0.27% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
8,500
shares
|
$392,275
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
8,475
shares
|
$391,121
0.34% of portfolio
|
Q1 2025
Added 87.83%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
8,458
shares
|
$390,336
0.3% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,438
shares
|
$389,413
0.06% of portfolio
|
Q2 2025
Reduced 47.04%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,432
shares
|
$389,136
0.22% of portfolio
|
Q2 2025
Reduced 97.84%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,426
shares
|
$388,859
0.01% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
8,417
shares
|
$388,444
0.18% of portfolio
|
Q2 2025
Reduced 26.28%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,398
shares
|
$387,567
0.05% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
8,398
shares
|
$387,567
0.06% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
8,392
shares
|
$387,290
0.13% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
8,382
shares
|
$386,829
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
8,334
shares
|
$384,614
0.24% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
8,317
shares
|
$383,829
0.14% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
8,295
shares
|
$382,814
0.19% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
8,289
shares
|
$382,537
0.2% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
8,284
shares
|
$382,306
0.04% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
8,280
shares
|
$382,122
0.02% of portfolio
|
Q2 2025
Reduced 50.95%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
8,254
shares
|
$380,922
0.15% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
8,251
shares
|
$380,783
0.31% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
8,248
shares
|
$380,645
0.2% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
8,237
shares
|
$380,137
0.31% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
8,211
shares
|
$378,937
0.46% of portfolio
|
Q4 2023
Reduced 27.58%
|