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 |
|---|---|---|---|---|---|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,636
shares
|
$213,951
0.02% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,633
shares
|
$213,812
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
4,613
shares
|
$212,889
0.04% of portfolio
|
Q2 2025
Reduced 34.08%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,600
shares
|
$212,290
0.11% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,598
shares
|
$212,197
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
4,595
shares
|
$212,059
0.17% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,592
shares
|
$211,920
0.05% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
4,580
shares
|
$211,367
0.05% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
4,577
shares
|
$211,228
0.11% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
4,557
shares
|
$210,305
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
4,555
shares
|
$210,213
0.08% of portfolio
|
Q1 2025
Reduced 55.04%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,553
shares
|
$210,120
0.02% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
4,545
shares
|
$209,751
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,537
shares
|
$209,382
0.11% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,536
shares
|
$209,336
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,524
shares
|
$208,782
0.02% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,515
shares
|
$208,367
0.1% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,500
shares
|
$207,675
0.03% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
4,500
shares
|
$207,675
0.04% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
4,500
shares
|
$207,675
0.09% of portfolio
|
Q2 2023
Reduced 22.05%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
4,491
shares
|
$207,259
0.05% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,483
shares
|
$206,890
0.03% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,474
shares
|
$206,475
0.01% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
4,473
shares
|
$206,428
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
4,459
shares
|
$205,782
0.16% of portfolio
|
Q2 2025
New holding
|