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 2,801 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,207
shares
|
$56,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,200
shares
|
$56,100
0.05% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,200
shares
|
$56,100
0.05% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$56,100
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,186
shares
|
$55,445
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$55,118
0.0% of portfolio
|
Q4 2023
Reduced 9.59%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,168
shares
|
$54,604
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,131
shares
|
$52,874
0.01% of portfolio
|
Q1 2025
Added 43.71%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,122
shares
|
$52,453
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,120
shares
|
$52,360
0.02% of portfolio
|
Q3 2023
Reduced 91.43%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,116
shares
|
$52,173
0.01% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,103
shares
|
$51,565
0.06% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,101
shares
|
$51,471
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,091
shares
|
$51,004
0.02% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,066
shares
|
$49,835
0.02% of portfolio
|
Q4 2023
Added 27.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$49,695
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,050
shares
|
$49,087
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,041
shares
|
$48,666
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,032
shares
|
$48,246
0.04% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
1,030
shares
|
$48,152
0.02% of portfolio
|
Q4 2024
Added 347.83%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,017
shares
|
$47,544
0.06% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,013
shares
|
$47,357
0.01% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,007
shares
|
$47,077
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,000
shares
|
$46,750
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
979
shares
|
$45,768
0.02% of portfolio
|
Q3 2024
New holding
|