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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
700
shares
|
$32,305
0.0% of portfolio
|
Q1 2022
Added 1047.54%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
686
shares
|
$31,658
0.02% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
682
shares
|
$31,474
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
679
shares
|
$31,335
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
678
shares
|
$31,289
0.08% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
670
shares
|
$30,920
0.01% of portfolio
|
Q2 2025
Added 23.84%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
668
shares
|
$30,828
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
655
shares
|
$30,228
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
654
shares
|
$30,182
0.01% of portfolio
|
Q3 2024
Added 32.12%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
653
shares
|
$30,135
0.01% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
652
shares
|
$30,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
647
shares
|
$29,859
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
639
shares
|
$29,489
0.01% of portfolio
|
Q2 2025
Added 202.84%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
620
shares
|
$28,613
0.02% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
609
shares
|
$28,105
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
600
shares
|
$27,690
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
600
shares
|
$27,690
0.01% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
590
shares
|
$27,228
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
582
shares
|
$26,859
0.01% of portfolio
|
Q2 2025
Reduced 65.25%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
580
shares
|
$26,767
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
578
shares
|
$26,674
0.01% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
546
shares
|
$25,197
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
544
shares
|
$25,105
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
538
shares
|
$24,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
530
shares
|
$24,459
0.02% of portfolio
|
Q4 2024
New holding
|