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 2,806 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 $74.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
23,538
shares
|
$1.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
23,458
shares
|
$1.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
23,444
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
23,337
shares
|
$1.09 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
23,212
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
23,155
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2022
Added 28.62%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
23,109
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
23,052
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
22,993
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 78.32%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
22,811
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
22,810
shares
|
$1.07 Million
1.03% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
22,773
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
22,689
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
22,637
shares
|
$1.06 Million
0.91% of portfolio
|
Q3 2023
Added 0.39%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
22,615
shares
|
$1.06 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
22,566
shares
|
$1.06 Million
0.52% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
22,556
shares
|
$1.06 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
22,533
shares
|
$1.06 Million
0.21% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
22,519
shares
|
$1.06 Million
0.71% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
22,455
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
22,414
shares
|
$1.05 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
22,403
shares
|
$1.05 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
22,331
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
22,237
shares
|
$1.04 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
22,159
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.57%
|