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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,172
shares
|
$146,387
0.11% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,113
shares
|
$143,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,083
shares
|
$142,280
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,073
shares
|
$141,818
0.02% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,059
shares
|
$141,172
0.09% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,053
shares
|
$140,895
0.24% of portfolio
|
Q1 2024
Added 17.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,024
shares
|
$139,557
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,009
shares
|
$138,865
0.1% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,005
shares
|
$138,680
0.18% of portfolio
|
Q2 2022
Reduced 60.82%
|
|
|
Euclidean Technologies Management, LLC
|
Apr 26, 2023 Q1 2023 |
2,945
shares
|
$135,911
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,935
shares
|
$135,450
0.02% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
2,921
shares
|
$134,804
0.04% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,893
shares
|
$133,511
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,860
shares
|
$131,989
0.05% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
2,849
shares
|
$131,481
0.12% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,789
shares
|
$128,712
0.04% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
2,760
shares
|
$127,374
0.06% of portfolio
|
Q2 2025
Reduced 91.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,757
shares
|
$127,235
0.04% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$126,312
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,725
shares
|
$125,758
0.04% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,724
shares
|
$125,712
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$124,697
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$124,512
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,670
shares
|
$123,220
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
2,633
shares
|
$121,512
0.05% of portfolio
|
Q2 2025
Added 2.13%
|