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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,599
shares
|
$119,943
0.01% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,588
shares
|
$119,436
0.05% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
2,561
shares
|
$118,190
0.07% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
2,560
shares
|
$118,144
0.04% of portfolio
|
Q2 2025
Added 25.55%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$117,497
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,523
shares
|
$116,436
0.01% of portfolio
|
Q2 2025
Added 124.87%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2,436
shares
|
$112,421
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$112,144
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
2,422
shares
|
$111,775
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
2,417
shares
|
$111,544
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
2,393
shares
|
$110,436
0.05% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,377
shares
|
$109,698
0.13% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,372
shares
|
$109,467
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,363
shares
|
$109,052
0.03% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
2,331
shares
|
$107,575
0.02% of portfolio
|
Q2 2025
Added 59.33%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,317
shares
|
$106,929
0.01% of portfolio
|
Q2 2025
Added 17.32%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
2,312
shares
|
$106,698
0.08% of portfolio
|
Q1 2025
Reduced 97.19%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
2,230
shares
|
$102,914
0.03% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,230
shares
|
$102,914
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$102,868
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
2,148
shares
|
$99,130
0.08% of portfolio
|
Q2 2025
Added 71.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,121
shares
|
$97,884
0.01% of portfolio
|
Q2 2025
Reduced 41.46%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,059
shares
|
$95,022
0.0% of portfolio
|
Q2 2025
Added 2213.48%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,056
shares
|
$94,884
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,045
shares
|
$94,376
0.01% of portfolio
|
Q3 2023
Added 8.83%
|