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 2,795 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 $75.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
652
shares
|
$31,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
647
shares
|
$30,836
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
646
shares
|
$30,788
0.02% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
638
shares
|
$30,407
0.01% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
620
shares
|
$29,549
0.0% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
613
shares
|
$29,215
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
600
shares
|
$28,595
0.03% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
600
shares
|
$28,595
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
590
shares
|
$28,119
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
590
shares
|
$28,119
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
581
shares
|
$27,690
0.0% of portfolio
|
Q1 2025
Added 66.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
580
shares
|
$27,642
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
558
shares
|
$26,594
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
557
shares
|
$26,546
0.1% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
546
shares
|
$26,022
0.02% of portfolio
|
Q1 2025
Reduced 53.17%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
541
shares
|
$25,784
0.02% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
541
shares
|
$25,784
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
530
shares
|
$25,259
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
524
shares
|
$24,973
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
520
shares
|
$24,783
0.01% of portfolio
|
Q1 2025
Added 52.94%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
515
shares
|
$24,544
0.02% of portfolio
|
Q3 2021
Added 3.21%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
514
shares
|
$24,497
0.01% of portfolio
|
Q4 2024
Reduced 28.01%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
510
shares
|
$24,306
0.01% of portfolio
|
Q4 2024
Reduced 28.27%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
505
shares
|
$24,068
0.01% of portfolio
|
Q1 2024
Reduced 56.35%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
504
shares
|
$24,020
0.0% of portfolio
|
Q1 2025
Added 25.37%
|