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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,727
shares
|
$79,701
0.07% of portfolio
|
Q2 2025
Added 56.57%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 25, 2025 Q2 2025 |
1,689
shares
|
$77,947
0.0% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,682
shares
|
$77,624
0.0% of portfolio
|
Q2 2025
Added 44.01%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,650
shares
|
$76,147
0.03% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,613
shares
|
$74,439
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,610
shares
|
$74,301
0.03% of portfolio
|
Q2 2025
Reduced 48.23%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,608
shares
|
$74,209
0.03% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,603
shares
|
$73,978
0.02% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,598
shares
|
$73,747
0.01% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,587
shares
|
$73,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
1,581
shares
|
$72,963
0.03% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,556
shares
|
$71,809
0.04% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,550
shares
|
$71,532
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,540
shares
|
$71,071
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,536
shares
|
$70,886
0.03% of portfolio
|
Q3 2024
Added 35.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,520
shares
|
$70,148
0.02% of portfolio
|
Q2 2025
Reduced 86.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,505
shares
|
$69,455
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,504
shares
|
$69,409
0.01% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,500
shares
|
$69,225
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$69,225
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,491
shares
|
$68,809
0.04% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
1,490
shares
|
$68,763
0.03% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,485
shares
|
$68,532
0.02% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
1,458
shares
|
$67,286
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,450
shares
|
$66,917
0.06% of portfolio
|
Q3 2024
Added 8.37%
|