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 |
|---|---|---|---|---|---|
|
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
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
155
shares
|
$7,387
0.0% of portfolio
|
Q2 2025
Reduced 84.61%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
152
shares
|
$7,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
151
shares
|
$7,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$7,148
0.01% of portfolio
|
Q2 2022
Reduced 20.21%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
150
shares
|
$7,148
0.01% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
140
shares
|
$6,672
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
138
shares
|
$6,577
0.0% of portfolio
|
Q3 2024
Reduced 74.35%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
138
shares
|
$6,577
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
137
shares
|
$6,529
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
132
shares
|
$6,291
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
128
shares
|
$6,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
123
shares
|
$5,862
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
120
shares
|
$5,719
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
116
shares
|
$5,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
113
shares
|
$5,385
0.0% of portfolio
|
Q4 2024
Reduced 97.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
110
shares
|
$5,242
0.0% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
110
shares
|
$5,242
0.0% of portfolio
|
Q1 2025
Added 20.88%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
105
shares
|
$5,004
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
101
shares
|
$4,813
0.0% of portfolio
|
Q1 2024
Reduced 93.69%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$4,766
0.0% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$4,766
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|