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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
18,897
shares
|
$885,324
0.17% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
18,896
shares
|
$885,277
0.05% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,881
shares
|
$884,574
0.03% of portfolio
|
Q1 2025
Added 32.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
18,874
shares
|
$884,246
0.19% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
18,806
shares
|
$881,061
0.44% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
18,798
shares
|
$880,686
0.53% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
18,729
shares
|
$877,453
0.02% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,722
shares
|
$877,125
0.69% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
18,720
shares
|
$877,032
0.31% of portfolio
|
Q1 2025
Reduced 71.76%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
18,630
shares
|
$872,815
0.02% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
18,547
shares
|
$868,926
0.45% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
18,472
shares
|
$865,413
0.18% of portfolio
|
Q1 2025
Added 56.44%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
18,449
shares
|
$864,335
0.46% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
18,441
shares
|
$863,960
0.71% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
18,382
shares
|
$861,196
0.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
18,354
shares
|
$859,884
0.18% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
18,341
shares
|
$859,275
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
18,273
shares
|
$856,090
0.39% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
18,202
shares
|
$852,763
0.06% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
18,195
shares
|
$852,435
0.11% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
18,151
shares
|
$850,374
0.51% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18,130
shares
|
$849,390
0.14% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
18,107
shares
|
$848,312
0.18% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
18,068
shares
|
$846,485
0.21% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
18,060
shares
|
$846,111
0.25% of portfolio
|
Q1 2023
Added 0.38%
|