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 |
|---|---|---|---|---|---|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
267
shares
|
$12,725
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
256
shares
|
$12,200
0.0% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
230
shares
|
$10,961
0.0% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
229
shares
|
$10,914
0.0% of portfolio
|
Q4 2023
Added 19.27%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
224
shares
|
$10,675
0.0% of portfolio
|
Q1 2025
Added 103.64%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
211
shares
|
$10,056
0.0% of portfolio
|
Q1 2025
Added 34.39%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
207
shares
|
$9,865
0.0% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
205
shares
|
$9,770
0.01% of portfolio
|
Q1 2025
Added 583.33%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
204
shares
|
$9,722
0.0% of portfolio
|
Q1 2025
Added 1600.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
202
shares
|
$9,627
0.0% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
200
shares
|
$9,532
0.02% of portfolio
|
Q4 2021
Reduced 80.0%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$9,532
0.01% of portfolio
|
Q1 2023
Reduced 39.76%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$9,532
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$9,532
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
198
shares
|
$9,436
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
194
shares
|
$9,246
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
189
shares
|
$9,007
0.01% of portfolio
|
Q1 2025
Added 195.31%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
180
shares
|
$8,578
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
177
shares
|
$8,435
0.02% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
177
shares
|
$8,435
0.01% of portfolio
|
Q1 2025
Added 124.05%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
170
shares
|
$8,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
166
shares
|
$7,911
0.02% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
165
shares
|
$7,863
0.0% of portfolio
|
Q1 2025
Reduced 96.89%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
157
shares
|
$7,482
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
156
shares
|
$7,434
0.0% of portfolio
|
Q1 2025
New holding
|