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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,801
shares
|
$221,566
0.08% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
4,800
shares
|
$221,520
0.08% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
4,794
shares
|
$221,243
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
4,783
shares
|
$220,735
0.06% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,779
shares
|
$220,550
0.03% of portfolio
|
Q4 2024
Added 3313.57%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
4,765
shares
|
$219,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
4,763
shares
|
$219,812
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
4,752
shares
|
$219,304
0.01% of portfolio
|
Q2 2025
Added 35.0%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
4,750
shares
|
$219,212
0.07% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
4,741
shares
|
$218,797
0.05% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,735
shares
|
$218,520
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
4,729
shares
|
$218,243
0.02% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
4,729
shares
|
$218,243
0.04% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,720
shares
|
$217,828
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
4,715
shares
|
$217,597
0.03% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
4,713
shares
|
$217,504
0.13% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
4,710
shares
|
$217,366
0.06% of portfolio
|
Q2 2025
Added 41.06%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
4,696
shares
|
$216,720
0.12% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
4,685
shares
|
$216,212
0.01% of portfolio
|
Q2 2025
Reduced 38.79%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
4,682
shares
|
$216,074
0.0% of portfolio
|
Q2 2025
Added 102.77%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,679
shares
|
$215,935
0.13% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Mirova
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,675
shares
|
$215,751
0.03% of portfolio
|
Q2 2025
Reduced 68.42%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
4,667
shares
|
$215,382
0.03% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
4,654
shares
|
$214,782
0.14% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,638
shares
|
$214,043
0.01% of portfolio
|
Q2 2025
Reduced 13.76%
|