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 |
|---|---|---|---|---|---|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
6,000
shares
|
$276,900
0.07% of portfolio
|
Q2 2025
Reduced 66.86%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$276,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
6,000
shares
|
$276,900
0.2% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
6,000
shares
|
$276,900
0.07% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,990
shares
|
$276,438
0.08% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
5,989
shares
|
$276,392
0.03% of portfolio
|
Q2 2025
Reduced 41.34%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,987
shares
|
$276,300
0.66% of portfolio
|
Q4 2022
Added 9.89%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
5,977
shares
|
$275,838
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,958
shares
|
$274,961
0.05% of portfolio
|
Q2 2025
Reduced 73.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,956
shares
|
$274,869
0.02% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,956
shares
|
$274,869
0.08% of portfolio
|
Q3 2022
Reduced 7.96%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
5,946
shares
|
$274,407
0.06% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,944
shares
|
$274,315
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,933
shares
|
$273,807
0.04% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
5,926
shares
|
$273,484
0.28% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
5,905
shares
|
$272,515
0.32% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
5,904
shares
|
$272,469
0.17% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
5,900
shares
|
$272,285
0.03% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,894
shares
|
$272,008
0.1% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
5,887
shares
|
$271,685
0.14% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
5,879
shares
|
$271,315
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,846
shares
|
$269,792
0.01% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,835
shares
|
$269,285
0.08% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
5,831
shares
|
$269,100
0.05% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
5,830
shares
|
$269,054
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|