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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,279
shares
|
$197,475
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,199
shares
|
$193,783
0.04% of portfolio
|
Q2 2023
Added 6.65%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,166
shares
|
$192,260
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,161
shares
|
$192,030
0.02% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
4,158
shares
|
$191,891
0.13% of portfolio
|
Q2 2025
Reduced 58.86%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,137
shares
|
$190,922
0.03% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,125
shares
|
$190,368
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
3,990
shares
|
$184,138
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,941
shares
|
$181,877
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,909
shares
|
$180,400
0.01% of portfolio
|
Q3 2023
Reduced 1.76%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,824
shares
|
$176,477
0.02% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,812
shares
|
$175,923
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,811
shares
|
$175,877
0.07% of portfolio
|
Q1 2024
Reduced 76.16%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,808
shares
|
$175,739
0.38% of portfolio
|
Q3 2023
Added 7.27%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
3,799
shares
|
$175,323
0.04% of portfolio
|
Q2 2025
Added 130.8%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,768
shares
|
$173,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
3,740
shares
|
$172,601
0.05% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,705
shares
|
$170,985
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
3,653
shares
|
$168,585
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
3,646
shares
|
$168,262
0.14% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,620
shares
|
$167,063
0.1% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
3,611
shares
|
$166,647
0.08% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,611
shares
|
$166,647
0.01% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,609
shares
|
$166,555
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,575
shares
|
$164,986
0.01% of portfolio
|
Q2 2024
Reduced 3.95%
|