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 2,770 institutions that hold shares in the stock, with a total of 1.59 Billion shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,248
shares
|
$252,218
0.12% of portfolio
|
Q3 2023
Added 1.74%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,240
shares
|
$251,834
0.07% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
5,230
shares
|
$251,353
0.03% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
5,221
shares
|
$250,921
0.06% of portfolio
|
Q2 2025
Reduced 10.43%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,214
shares
|
$250,584
0.06% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
5,213
shares
|
$250,536
0.04% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,210
shares
|
$250,392
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
5,203
shares
|
$250,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,198
shares
|
$249,815
0.01% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
5,195
shares
|
$249,671
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
5,192
shares
|
$249,527
0.08% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
5,186
shares
|
$249,239
0.02% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
5,182
shares
|
$249,046
0.33% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,181
shares
|
$248,998
0.02% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,177
shares
|
$248,806
0.69% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
5,177
shares
|
$248,806
0.1% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
5,175
shares
|
$248,710
0.02% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,166
shares
|
$248,277
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,156
shares
|
$247,797
0.06% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
5,150
shares
|
$247,509
0.29% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,143
shares
|
$247,172
0.47% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
5,124
shares
|
$246,259
0.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,109
shares
|
$245,538
0.01% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
5,108
shares
|
$245,490
0.07% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
5,106
shares
|
$245,394
0.12% of portfolio
|
Q2 2025
Added 0.12%
|