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 2,743 institutions that hold shares in the stock, with a total of 1.59 Billion shares, which have been reported (via 13F filing form) to have a value of $77.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
4,230
shares
|
$207,016
0.05% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
4,227
shares
|
$206,869
0.01% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
4,201
shares
|
$205,596
0.11% of portfolio
|
Q1 2025
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,199
shares
|
$205,499
0.04% of portfolio
|
Q2 2023
Added 6.65%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
4,182
shares
|
$204,667
0.06% of portfolio
|
Q3 2024
New holding
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,171
shares
|
$204,128
0.06% of portfolio
|
Q4 2024
New holding
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
4,166
shares
|
$203,884
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,166
shares
|
$203,884
0.3% of portfolio
|
Q4 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,159
shares
|
$203,541
0.04% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,158
shares
|
$203,492
0.07% of portfolio
|
Q1 2025
Added 1.29%
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,144
shares
|
$202,807
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
4,137
shares
|
$202,464
0.03% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
Motco
|
May 07, 2025 Q1 2025 |
4,130
shares
|
$202,122
0.03% of portfolio
|
Q1 2025
Added 3.93%
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
4,125
shares
|
$201,877
0.03% of portfolio
|
Q1 2025
New holding
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
4,124
shares
|
$201,828
0.1% of portfolio
|
Q3 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4,106
shares
|
$200,947
0.17% of portfolio
|
Q1 2025
Reduced 15.22%
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,096
shares
|
$200,458
0.02% of portfolio
|
Q1 2025
New holding
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,092
shares
|
$200,262
0.03% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
4,092
shares
|
$200,262
0.03% of portfolio
|
Q1 2025
New holding
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
4,077
shares
|
$199,528
0.02% of portfolio
|
Q1 2025
Reduced 39.62%
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,074
shares
|
$199,381
0.17% of portfolio
|
Q1 2025
New holding
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,031
shares
|
$197,277
0.06% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
4,031
shares
|
$197,277
0.11% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
4,015
shares
|
$196,494
0.06% of portfolio
|
Q4 2024
New holding
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,012
shares
|
$196,347
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|