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 |
|---|---|---|---|---|---|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
15,701
shares
|
$735,591
0.71% of portfolio
|
Q1 2025
Added 50.05%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
15,700
shares
|
$735,545
0.42% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
15,676
shares
|
$734,420
0.36% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
15,633
shares
|
$732,406
0.04% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
15,617
shares
|
$731,656
0.16% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,596
shares
|
$730,672
0.12% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
15,583
shares
|
$730,063
0.02% of portfolio
|
Q1 2025
Added 38.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,564
shares
|
$729,173
0.02% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,562
shares
|
$729,079
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
15,559
shares
|
$728,939
0.17% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
15,556
shares
|
$728,798
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
15,538
shares
|
$727,955
0.32% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
15,492
shares
|
$725,800
0.09% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,376
shares
|
$720,365
0.08% of portfolio
|
Q3 2022
Added 18.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,328
shares
|
$718,116
0.06% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
15,318
shares
|
$717,648
0.06% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
15,243
shares
|
$714,134
0.08% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
15,233
shares
|
$713,666
0.45% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,230
shares
|
$713,525
0.11% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
15,186
shares
|
$711,464
0.33% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,182
shares
|
$711,276
0.77% of portfolio
|
Q1 2022
Added 1.5%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
15,182
shares
|
$711,276
0.24% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
15,173
shares
|
$710,855
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
15,131
shares
|
$708,887
0.23% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
14,915
shares
|
$698,767
0.59% of portfolio
|
Q3 2024
Reduced 0.13%
|