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 |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,948
shares
|
$366,800
0.07% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,937
shares
|
$366,292
0.1% of portfolio
|
Q2 2025
Reduced 41.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
7,931
shares
|
$366,015
0.03% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,928
shares
|
$365,877
0.01% of portfolio
|
Q2 2025
Reduced 56.07%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,920
shares
|
$365,508
0.12% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
7,910
shares
|
$365,046
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
7,900
shares
|
$364,585
0.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
7,893
shares
|
$364,261
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
7,860
shares
|
$362,739
0.01% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
7,851
shares
|
$362,323
0.24% of portfolio
|
Q2 2025
Reduced 31.65%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
7,841
shares
|
$361,862
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Aug 14, 2025 Q2 2025 |
7,839
shares
|
$361,769
0.32% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,838
shares
|
$361,723
0.03% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
7,828
shares
|
$361,262
0.05% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
7,811
shares
|
$360,477
0.1% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
7,809
shares
|
$360,385
0.1% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
7,806
shares
|
$360,246
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
7,804
shares
|
$360,154
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
7,798
shares
|
$359,877
0.08% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
7,789
shares
|
$359,462
0.05% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
7,764
shares
|
$358,308
0.15% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
7,708
shares
|
$355,724
0.05% of portfolio
|
Q2 2025
Reduced 67.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
7,708
shares
|
$355,724
0.12% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,704
shares
|
$355,539
0.13% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,692
shares
|
$354,985
0.01% of portfolio
|
Q2 2025
Reduced 45.15%
|