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 |
|---|---|---|---|---|---|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
6,359
shares
|
$293,467
0.33% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
6,354
shares
|
$293,237
0.11% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,351
shares
|
$293,098
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
6,351
shares
|
$293,098
0.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
6,346
shares
|
$292,867
0.22% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
6,331
shares
|
$292,175
0.08% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,329
shares
|
$292,083
0.04% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,328
shares
|
$292,037
0.03% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
6,313
shares
|
$291,344
0.08% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
6,303
shares
|
$290,883
0.02% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,294
shares
|
$290,468
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
6,293
shares
|
$290,421
0.07% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
6,279
shares
|
$289,775
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
6,266
shares
|
$289,175
0.2% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,235
shares
|
$287,745
0.01% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,228
shares
|
$287,422
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
6,221
shares
|
$287,099
0.17% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,220
shares
|
$287,053
0.02% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,202
shares
|
$286,222
0.08% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
6,200
shares
|
$286,130
0.13% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
6,200
shares
|
$286,130
0.21% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
6,198
shares
|
$286,037
0.12% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
6,186
shares
|
$285,483
0.11% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
6,185
shares
|
$285,437
0.16% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,185
shares
|
$285,437
0.03% of portfolio
|
Q2 2025
Reduced 9.56%
|