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 |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$9,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
198
shares
|
$9,256
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
194
shares
|
$9,069
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
190
shares
|
$8,882
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
180
shares
|
$8,415
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
177
shares
|
$8,274
0.02% of portfolio
|
Q3 2023
Added 0.57%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
177
shares
|
$8,274
0.01% of portfolio
|
Q1 2025
Added 124.05%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
170
shares
|
$7,947
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
166
shares
|
$7,760
0.02% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
165
shares
|
$7,713
0.0% of portfolio
|
Q1 2025
Reduced 96.89%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
157
shares
|
$7,339
0.0% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
156
shares
|
$7,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
152
shares
|
$7,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
151
shares
|
$7,059
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$7,012
0.01% of portfolio
|
Q2 2022
Reduced 20.21%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
150
shares
|
$7,012
0.01% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
140
shares
|
$6,545
0.01% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
138
shares
|
$6,451
0.0% of portfolio
|
Q3 2024
Reduced 74.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
137
shares
|
$6,404
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
136
shares
|
$6,358
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
132
shares
|
$6,171
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
128
shares
|
$5,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
123
shares
|
$5,750
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
120
shares
|
$5,610
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
116
shares
|
$5,423
0.01% of portfolio
|
Q4 2024
New holding
|