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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,436
shares
|
$66,271
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,411
shares
|
$65,117
0.16% of portfolio
|
Q3 2024
Added 2251.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,410
shares
|
$65,071
0.04% of portfolio
|
Q2 2024
Reduced 64.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$64,610
0.04% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
1,386
shares
|
$63,963
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,380
shares
|
$63,687
0.03% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,349
shares
|
$62,256
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,339
shares
|
$61,794
0.01% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,334
shares
|
$61,564
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,320
shares
|
$60,918
0.01% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,315
shares
|
$60,687
0.07% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,300
shares
|
$59,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,298
shares
|
$59,902
0.02% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,294
shares
|
$59,718
0.01% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,283
shares
|
$59,210
0.04% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,273
shares
|
$58,748
0.01% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
1,268
shares
|
$58,518
0.02% of portfolio
|
Q2 2024
Reduced 20.35%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,218
shares
|
$56,210
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,209
shares
|
$55,795
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,200
shares
|
$55,380
0.04% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$55,380
0.03% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,200
shares
|
$55,380
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,185
shares
|
$54,687
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$54,410
0.0% of portfolio
|
Q4 2023
Reduced 9.59%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,172
shares
|
$54,087
0.01% of portfolio
|
Q2 2025
Reduced 8.29%
|