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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
7,661
shares
|
$353,555
0.14% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
7,653
shares
|
$353,185
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
7,652
shares
|
$353,139
0.06% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,628
shares
|
$352,032
0.08% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
7,617
shares
|
$351,524
0.09% of portfolio
|
Q2 2025
Reduced 71.27%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
7,609
shares
|
$351,155
0.17% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
7,584
shares
|
$350,001
0.04% of portfolio
|
Q2 2025
Reduced 74.1%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,583
shares
|
$349,955
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,570
shares
|
$349,355
0.38% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
7,554
shares
|
$348,617
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
7,546
shares
|
$348,247
0.19% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
7,535
shares
|
$347,740
0.32% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
7,531
shares
|
$347,555
0.04% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
7,530
shares
|
$347,509
0.1% of portfolio
|
Q2 2025
Reduced 19.39%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
7,505
shares
|
$346,355
0.2% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
7,482
shares
|
$345,294
0.02% of portfolio
|
Q2 2025
Added 18.14%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
7,477
shares
|
$345,063
0.1% of portfolio
|
Q2 2025
Added 59.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,431
shares
|
$342,940
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,405
shares
|
$341,740
0.12% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
7,348
shares
|
$339,110
0.13% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
7,348
shares
|
$339,110
0.16% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
7,344
shares
|
$338,925
0.01% of portfolio
|
Q2 2025
Added 104.91%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
7,343
shares
|
$338,879
0.28% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
7,335
shares
|
$338,510
0.34% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
7,326
shares
|
$338,094
0.02% of portfolio
|
Q2 2025
Added 7.74%
|