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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
21,990
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
21,946
shares
|
$1.03 Million
0.28% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
21,900
shares
|
$1.03 Million
1.92% of portfolio
|
Q3 2022
Added 25.86%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
21,871
shares
|
$1.02 Million
0.56% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
21,831
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
21,820
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
21,795
shares
|
$1.02 Million
0.23% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
21,732
shares
|
$1.02 Million
0.42% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
21,700
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
21,685
shares
|
$1.02 Million
0.15% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
21,660
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,655
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
21,644
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
21,631
shares
|
$1.01 Million
0.51% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
21,613
shares
|
$1.01 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
21,578
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,534
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Added 54.52%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
21,499
shares
|
$1.01 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
21,453
shares
|
$1.01 Million
0.96% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
21,427
shares
|
$1 Million
0.8% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
21,347
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
21,328
shares
|
$999,216
0.25% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
21,326
shares
|
$999,123
0.61% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,309
shares
|
$998,326
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
21,258
shares
|
$995,937
0.17% of portfolio
|
Q1 2025
Reduced 18.71%
|