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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
16,613
shares
|
$778,319
0.03% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
16,599
shares
|
$777,663
0.24% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
16,531
shares
|
$774,477
0.49% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,515
shares
|
$773,727
0.06% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
16,432
shares
|
$769,839
0.06% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
16,392
shares
|
$767,965
0.34% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,376
shares
|
$767,215
0.05% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
16,330
shares
|
$765,060
0.1% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
16,323
shares
|
$764,732
0.6% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
16,298
shares
|
$763,561
0.13% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
16,286
shares
|
$762,999
0.04% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
16,279
shares
|
$762,671
0.05% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
16,250
shares
|
$761,312
0.07% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
16,238
shares
|
$760,750
0.35% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
16,130
shares
|
$755,690
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,108
shares
|
$754,659
0.08% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
16,106
shares
|
$754,566
1.18% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,033
shares
|
$751,146
0.15% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,004
shares
|
$749,787
0.04% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
15,995
shares
|
$749,365
0.25% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
15,987
shares
|
$748,990
0.22% of portfolio
|
Q1 2025
Reduced 86.12%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
15,969
shares
|
$748,147
0.17% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,934
shares
|
$746,507
0.15% of portfolio
|
Q1 2025
Added 36.4%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
15,852
shares
|
$742,666
0.13% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
15,846
shares
|
$742,385
0.47% of portfolio
|
Q1 2025
Reduced 0.5%
|