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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,101
shares
|
$52,914
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,066
shares
|
$51,231
0.02% of portfolio
|
Q4 2023
Added 27.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$51,087
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
1,053
shares
|
$50,607
0.01% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,050
shares
|
$50,463
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,032
shares
|
$49,597
0.04% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,030
shares
|
$49,501
0.02% of portfolio
|
Q4 2024
Added 347.83%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,013
shares
|
$48,684
0.01% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$48,060
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
998
shares
|
$47,963
0.01% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
979
shares
|
$47,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
963
shares
|
$46,281
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
953
shares
|
$45,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
952
shares
|
$45,753
0.02% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
941
shares
|
$45,224
0.04% of portfolio
|
Q3 2023
Reduced 17.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
927
shares
|
$44,551
0.01% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
917
shares
|
$44,071
0.04% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
910
shares
|
$43,734
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
904
shares
|
$43,446
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
901
shares
|
$43,302
0.02% of portfolio
|
Q2 2025
Reduced 47.03%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
900
shares
|
$43,254
0.0% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
892
shares
|
$42,869
0.0% of portfolio
|
Q1 2025
Added 675.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
886
shares
|
$42,581
0.0% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
871
shares
|
$41,860
0.04% of portfolio
|
Q1 2025
Added 17.86%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
867
shares
|
$41,668
0.04% of portfolio
|
Q1 2021
New holding
|