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 |
|---|---|---|---|---|---|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
400
shares
|
$18,460
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
Jul 24, 2025 Q2 2025 |
398
shares
|
$18,367
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
367
shares
|
$16,937
0.0% of portfolio
|
Q2 2025
Added 79.9%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
348
shares
|
$16,060
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
344
shares
|
$15,875
0.01% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
339
shares
|
$15,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
335
shares
|
$15,460
0.0% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
330
shares
|
$15,229
0.01% of portfolio
|
Q1 2025
Reduced 82.45%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
330
shares
|
$15,229
0.01% of portfolio
|
Q2 2025
Reduced 60.62%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
328
shares
|
$15,137
0.01% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
321
shares
|
$14,814
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
305
shares
|
$14,075
0.0% of portfolio
|
Q1 2025
Reduced 38.01%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
300
shares
|
$13,845
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
300
shares
|
$13,845
0.0% of portfolio
|
Q1 2024
Reduced 41.29%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
300
shares
|
$13,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
300
shares
|
$13,845
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
298
shares
|
$13,752
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
296
shares
|
$13,660
0.0% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
292
shares
|
$13,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
285
shares
|
$13,152
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
282
shares
|
$13,014
0.01% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
278
shares
|
$12,829
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
275
shares
|
$12,691
0.02% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Miller Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
270
shares
|
$12,460
0.01% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
270
shares
|
$12,460
0.01% of portfolio
|
Q2 2025
Reduced 13.18%
|