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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
5,000
shares
|
$230,750
0.01% of portfolio
|
Q2 2025
Reduced 42.25%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
4,999
shares
|
$230,703
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,985
shares
|
$230,057
0.04% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,963
shares
|
$229,042
0.02% of portfolio
|
Q2 2025
Reduced 57.85%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
4,961
shares
|
$228,950
0.08% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,957
shares
|
$228,765
0.11% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
4,935
shares
|
$227,750
0.17% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,934
shares
|
$227,704
0.21% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
4,927
shares
|
$227,381
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
4,910
shares
|
$226,596
0.1% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
4,908
shares
|
$226,504
0.14% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
4,887
shares
|
$225,535
0.14% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,884
shares
|
$225,396
0.04% of portfolio
|
Q2 2023
Added 219.01%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
4,875
shares
|
$224,981
0.02% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,871
shares
|
$224,796
0.08% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,867
shares
|
$224,612
0.02% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,863
shares
|
$224,427
0.03% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,847
shares
|
$223,689
0.08% of portfolio
|
Q4 2021
Added 9.66%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,843
shares
|
$223,504
0.07% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
4,836
shares
|
$223,181
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
4,819
shares
|
$222,396
0.14% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
4,817
shares
|
$222,304
0.03% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,815
shares
|
$222,212
0.01% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
4,807
shares
|
$221,843
0.04% of portfolio
|
Q2 2025
Reduced 16.36%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
4,806
shares
|
$221,796
0.08% of portfolio
|
Q1 2025
Added 11.22%
|