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 |
|---|---|---|---|---|---|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
400
shares
|
$19,064
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
397
shares
|
$18,921
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
395
shares
|
$18,825
0.0% of portfolio
|
Q1 2025
Reduced 94.21%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
394
shares
|
$18,778
0.01% of portfolio
|
Q1 2025
Added 31.77%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
393
shares
|
$18,730
0.02% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
364
shares
|
$17,348
0.0% of portfolio
|
Q1 2025
Reduced 32.72%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
350
shares
|
$16,681
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
348
shares
|
$16,585
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
344
shares
|
$16,395
0.01% of portfolio
|
Q2 2024
Reduced 8.99%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
339
shares
|
$16,156
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
335
shares
|
$15,966
0.0% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
330
shares
|
$15,727
0.01% of portfolio
|
Q1 2025
Reduced 82.45%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
315
shares
|
$15,012
0.01% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
311
shares
|
$14,822
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
305
shares
|
$14,536
0.0% of portfolio
|
Q1 2025
Reduced 38.01%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
303
shares
|
$14,440
0.01% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
300
shares
|
$14,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
300
shares
|
$14,297
0.0% of portfolio
|
Q1 2024
Reduced 41.29%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$14,297
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
300
shares
|
$14,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
298
shares
|
$14,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
296
shares
|
$14,107
0.0% of portfolio
|
Q4 2024
Reduced 89.41%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
292
shares
|
$13,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
292
shares
|
$13,916
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
285
shares
|
$13,583
0.01% of portfolio
|
Q4 2024
New holding
|