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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,048
shares
|
$845,548
0.04% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$843,440
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$843,440
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
17,994
shares
|
$843,018
0.66% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
17,969
shares
|
$841,847
0.3% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
17,952
shares
|
$841,051
0.47% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
17,909
shares
|
$839,036
0.18% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
17,900
shares
|
$838,615
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
17,896
shares
|
$838,427
0.09% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
17,891
shares
|
$838,193
0.82% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
17,841
shares
|
$835,850
0.21% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
17,840
shares
|
$835,804
0.63% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
17,776
shares
|
$832,805
0.5% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
17,747
shares
|
$831,446
0.07% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
17,720
shares
|
$830,182
0.05% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
17,700
shares
|
$829,245
0.05% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Tsp Capital Management Group, LLC
|
May 15, 2025 Q1 2025 |
17,575
shares
|
$823,388
0.38% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
17,504
shares
|
$820,062
0.27% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
17,500
shares
|
$819,875
0.06% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
17,370
shares
|
$813,784
0.05% of portfolio
|
Q1 2025
Reduced 26.7%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
17,356
shares
|
$813,128
1.0% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
17,313
shares
|
$811,114
0.58% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
17,309
shares
|
$810,926
1.52% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
17,279
shares
|
$809,521
0.0% of portfolio
|
Q1 2025
Reduced 90.73%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
17,276
shares
|
$809,380
0.31% of portfolio
|
Q1 2025
Added 1.78%
|