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 |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
20,267
shares
|
$949,508
0.4% of portfolio
|
Q1 2025
Added 81.54%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
20,255
shares
|
$948,946
0.06% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
20,185
shares
|
$945,667
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
20,178
shares
|
$945,339
0.47% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
20,151
shares
|
$944,074
0.6% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
20,101
shares
|
$941,731
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
20,066
shares
|
$940,092
0.1% of portfolio
|
Q4 2024
Added 217.85%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
20,065
shares
|
$940,045
0.09% of portfolio
|
Q3 2022
Reduced 9.25%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
20,063
shares
|
$939,951
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
20,048
shares
|
$939,248
1.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
20,000
shares
|
$937,000
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
19,994
shares
|
$936,718
0.36% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
19,990
shares
|
$936,531
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
19,965
shares
|
$935,360
0.55% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
19,951
shares
|
$934,704
0.09% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
May 12, 2025 Q1 2025 |
19,915
shares
|
$933,017
0.53% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
19,901
shares
|
$932,361
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
19,900
shares
|
$932,315
0.59% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
19,900
shares
|
$932,315
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
19,880
shares
|
$931,378
0.02% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
19,826
shares
|
$928,848
0.5% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,750
shares
|
$925,287
0.08% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
19,738
shares
|
$924,725
0.19% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
19,649
shares
|
$920,555
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
19,648
shares
|
$920,508
0.29% of portfolio
|
Q1 2025
Reduced 7.36%
|