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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
5,400
shares
|
$249,210
0.09% of portfolio
|
Q2 2025
Reduced 78.4%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,395
shares
|
$248,979
0.01% of portfolio
|
Q2 2025
Reduced 37.93%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
5,392
shares
|
$248,840
0.19% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,389
shares
|
$248,702
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,382
shares
|
$248,379
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
5,362
shares
|
$247,456
0.04% of portfolio
|
Q2 2025
Added 10.44%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
5,350
shares
|
$246,902
0.24% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,347
shares
|
$246,764
0.04% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
5,346
shares
|
$246,717
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,343
shares
|
$246,579
0.02% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
5,343
shares
|
$246,579
0.03% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
5,330
shares
|
$245,979
0.18% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,328
shares
|
$245,887
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,300
shares
|
$244,595
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
5,293
shares
|
$244,271
0.0% of portfolio
|
Q2 2025
Reduced 87.46%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,287
shares
|
$243,995
0.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
5,259
shares
|
$242,702
0.0% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,258
shares
|
$242,656
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,248
shares
|
$242,195
0.12% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,247
shares
|
$242,149
0.02% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
5,230
shares
|
$241,364
0.03% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,227
shares
|
$241,226
0.03% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
5,221
shares
|
$240,949
0.06% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
5,220
shares
|
$240,903
0.12% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
5,213
shares
|
$240,579
0.04% of portfolio
|
Q2 2025
Reduced 16.12%
|