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 |
---|---|---|---|---|---|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,212
shares
|
$240,533
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,210
shares
|
$240,441
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
5,198
shares
|
$239,887
0.02% of portfolio
|
Q2 2025
Added 0.44%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,181
shares
|
$239,103
0.02% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,177
shares
|
$238,918
0.69% of portfolio
|
Q3 2024
Added 3.54%
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
5,171
shares
|
$238,641
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
5,160
shares
|
$238,134
0.11% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,156
shares
|
$237,949
0.06% of portfolio
|
Q2 2025
Added 19.68%
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
5,150
shares
|
$237,672
0.2% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,143
shares
|
$237,349
0.47% of portfolio
|
Q3 2023
Reduced 5.41%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,138
shares
|
$237,118
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
American Trust Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,109
shares
|
$235,780
0.13% of portfolio
|
Q2 2025
Reduced 72.82%
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
5,109
shares
|
$235,780
0.01% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
5,106
shares
|
$235,641
0.04% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
5,106
shares
|
$235,641
0.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
Paradigm Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,100
shares
|
$235,365
0.01% of portfolio
|
Q2 2025
Reduced 49.5%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,096
shares
|
$235,180
0.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,090
shares
|
$234,903
0.03% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,066
shares
|
$233,795
0.05% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
5,041
shares
|
$232,642
0.04% of portfolio
|
Q2 2025
Added 7.67%
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
5,040
shares
|
$232,596
0.06% of portfolio
|
Q2 2022
Added 1.31%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,036
shares
|
$232,411
0.15% of portfolio
|
Q1 2024
Added 7.15%
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
5,010
shares
|
$231,211
0.1% of portfolio
|
Q2 2025
Added 15.73%
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
5,001
shares
|
$230,796
0.14% of portfolio
|
Q2 2025
New holding
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$230,750
0.04% of portfolio
|
Q4 2019
New holding
|