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 |
|---|---|---|---|---|---|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
3,570
shares
|
$164,755
0.03% of portfolio
|
Q4 2024
Reduced 29.59%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,564
shares
|
$164,478
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,547
shares
|
$163,694
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
3,547
shares
|
$163,694
0.01% of portfolio
|
Q2 2025
Reduced 57.25%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,531
shares
|
$162,955
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
3,519
shares
|
$162,401
0.02% of portfolio
|
Q1 2025
Reduced 56.41%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
3,497
shares
|
$161,386
0.01% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,490
shares
|
$161,063
0.07% of portfolio
|
Q2 2023
Added 139.86%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
3,470
shares
|
$160,140
0.06% of portfolio
|
Q2 2025
Reduced 64.23%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,412
shares
|
$157,463
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,399
shares
|
$156,863
0.13% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
3,391
shares
|
$156,494
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
3,385
shares
|
$156,217
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,384
shares
|
$156,171
0.05% of portfolio
|
Q1 2022
Reduced 5.63%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
3,364
shares
|
$155,248
0.02% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,364
shares
|
$155,248
0.06% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,339
shares
|
$154,094
0.04% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
3,338
shares
|
$154,048
0.26% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,319
shares
|
$153,171
0.07% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
3,311
shares
|
$152,802
0.03% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
3,283
shares
|
$151,510
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,274
shares
|
$151,095
0.04% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
3,200
shares
|
$147,680
0.05% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
3,198
shares
|
$147,587
0.19% of portfolio
|
Q2 2025
Added 32.21%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,195
shares
|
$147,449
0.17% of portfolio
|
Q1 2023
Added 0.79%
|