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 2,743 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 $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,881
shares
|
$924,036
0.03% of portfolio
|
Q1 2025
Added 32.66%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
18,874
shares
|
$923,693
0.19% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
18,806
shares
|
$920,365
0.44% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
18,798
shares
|
$919,974
0.53% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
18,729
shares
|
$916,597
0.02% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,722
shares
|
$916,254
0.69% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
18,720
shares
|
$916,156
0.31% of portfolio
|
Q1 2025
Reduced 71.76%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
18,630
shares
|
$911,752
0.02% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
18,441
shares
|
$902,502
0.71% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
18,426
shares
|
$901,768
0.04% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
18,382
shares
|
$899,615
0.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
18,354
shares
|
$898,244
0.18% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
18,341
shares
|
$897,608
0.0% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
18,282
shares
|
$894,721
0.32% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,273
shares
|
$894,280
0.27% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
18,202
shares
|
$890,805
0.06% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
18,188
shares
|
$890,120
0.11% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
18,130
shares
|
$887,282
0.14% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
18,107
shares
|
$886,156
0.18% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
18,098
shares
|
$885,716
0.1% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
18,078
shares
|
$884,737
0.3% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
18,068
shares
|
$884,247
0.21% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
18,060
shares
|
$883,856
0.25% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,048
shares
|
$883,269
0.04% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
18,008
shares
|
$881,311
0.19% of portfolio
|
Q2 2025
Added 0.22%
|