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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
910
shares
|
$41,996
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
904
shares
|
$41,719
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
901
shares
|
$41,581
0.02% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
900
shares
|
$41,535
0.0% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
884
shares
|
$40,796
0.0% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
867
shares
|
$40,012
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
864
shares
|
$39,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
843
shares
|
$38,904
0.01% of portfolio
|
Q2 2025
Reduced 59.59%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
819
shares
|
$37,796
0.03% of portfolio
|
Q1 2025
Added 20.26%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
818
shares
|
$37,750
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
800
shares
|
$36,920
0.0% of portfolio
|
Q3 2024
Reduced 38.22%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
800
shares
|
$36,920
0.0% of portfolio
|
Q1 2025
Reduced 56.73%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
784
shares
|
$36,181
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
781
shares
|
$36,043
0.01% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
779
shares
|
$35,950
0.01% of portfolio
|
Q2 2025
Added 83.29%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
776
shares
|
$35,812
0.03% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
768
shares
|
$35,443
0.01% of portfolio
|
Q2 2025
Reduced 47.72%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
755
shares
|
$34,843
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
751
shares
|
$34,658
0.01% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
740
shares
|
$34,151
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
725
shares
|
$33,458
0.02% of portfolio
|
Q2 2025
Reduced 16.76%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
718
shares
|
$33,135
0.03% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
704
shares
|
$32,489
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
700
shares
|
$32,305
0.01% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
700
shares
|
$32,305
0.01% of portfolio
|
Q1 2024
Reduced 58.63%
|