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 2,770 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 $76.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$122,360
0.1% of portfolio
|
Q3 2022
New holding
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,545
shares
|
$122,312
0.0% of portfolio
|
Q1 2025
Added 46.1%
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,497
shares
|
$120,005
0.01% of portfolio
|
Q1 2025
Added 379.27%
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2,436
shares
|
$117,074
0.04% of portfolio
|
Q1 2025
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$116,785
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,422
shares
|
$116,401
0.13% of portfolio
|
Q2 2024
New holding
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,417
shares
|
$116,161
0.11% of portfolio
|
Q1 2025
New holding
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
2,393
shares
|
$115,007
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,377
shares
|
$114,238
0.19% of portfolio
|
Q1 2025
Added 6.45%
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,363
shares
|
$113,565
0.03% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,353
shares
|
$113,085
0.08% of portfolio
|
Q1 2025
Added 0.86%
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,317
shares
|
$111,355
0.01% of portfolio
|
Q2 2025
Added 17.32%
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,309
shares
|
$110,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,246
shares
|
$107,942
0.06% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
2,230
shares
|
$107,173
0.05% of portfolio
|
Q1 2025
Added 18.18%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,230
shares
|
$107,173
0.06% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$107,125
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,200
shares
|
$105,732
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
2,148
shares
|
$103,232
0.08% of portfolio
|
Q2 2025
Added 71.98%
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
2,086
shares
|
$100,253
0.03% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,056
shares
|
$98,811
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,045
shares
|
$98,282
0.01% of portfolio
|
Q3 2023
Added 8.83%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,039
shares
|
$97,994
0.04% of portfolio
|
Q1 2025
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
2,007
shares
|
$96,456
0.03% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
2,000
shares
|
$96,120
0.12% of portfolio
|
Q1 2025
New holding
|