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 |
|---|---|---|---|---|---|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
7,137
shares
|
$329,372
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
7,128
shares
|
$328,957
0.04% of portfolio
|
Q2 2025
Added 47.88%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,122
shares
|
$328,680
0.07% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,099
shares
|
$327,618
0.02% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
7,093
shares
|
$327,341
0.01% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,086
shares
|
$327,018
0.01% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,056
shares
|
$325,634
0.07% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,053
shares
|
$325,495
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
7,042
shares
|
$324,988
0.08% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
7,033
shares
|
$324,572
0.1% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
7,023
shares
|
$324,111
0.28% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
7,010
shares
|
$323,511
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
7,000
shares
|
$323,050
0.8% of portfolio
|
Q4 2021
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
6,999
shares
|
$323,003
0.06% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,985
shares
|
$322,357
0.03% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,983
shares
|
$322,265
0.52% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
6,983
shares
|
$322,265
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,980
shares
|
$322,127
0.02% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,971
shares
|
$321,711
0.0% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
6,937
shares
|
$320,142
0.27% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
6,900
shares
|
$318,435
0.1% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
6,888
shares
|
$317,881
0.23% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,887
shares
|
$317,835
0.0% of portfolio
|
Q2 2025
Added 62.54%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
6,873
shares
|
$317,188
0.08% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
6,872
shares
|
$317,142
0.16% of portfolio
|
Q2 2025
Added 37.06%
|