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 |
|---|---|---|---|---|---|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
5,825
shares
|
$268,823
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$268,823
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
5,821
shares
|
$268,639
0.28% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
5,820
shares
|
$268,593
0.08% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,811
shares
|
$268,177
0.05% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
5,800
shares
|
$267,670
0.0% of portfolio
|
Q2 2025
Added 1050.79%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
5,800
shares
|
$267,670
0.06% of portfolio
|
Q2 2025
Reduced 69.02%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,786
shares
|
$267,023
0.01% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$266,931
0.09% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
5,783
shares
|
$266,885
0.19% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,761
shares
|
$265,870
0.02% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,760
shares
|
$265,824
0.03% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,757
shares
|
$265,685
0.1% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
5,725
shares
|
$264,208
0.05% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
5,725
shares
|
$264,208
0.03% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
5,722
shares
|
$264,070
0.03% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
5,708
shares
|
$263,424
0.02% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
5,700
shares
|
$263,055
0.07% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,700
shares
|
$263,055
0.23% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
5,695
shares
|
$262,824
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
5,673
shares
|
$261,808
0.02% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
5,645
shares
|
$260,516
0.02% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
5,643
shares
|
$260,424
0.01% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
5,640
shares
|
$260,286
0.07% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
5,621
shares
|
$259,409
0.15% of portfolio
|
Q2 2025
Added 13.88%
|