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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,322
shares
|
$670,985
0.06% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
14,313
shares
|
$670,564
0.44% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
14,265
shares
|
$668,315
0.28% of portfolio
|
Q1 2025
Reduced 49.9%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
14,179
shares
|
$664,286
0.18% of portfolio
|
Q1 2025
Reduced 21.09%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
14,158
shares
|
$663,302
0.01% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
14,134
shares
|
$662,177
0.08% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
14,132
shares
|
$662,084
0.11% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
14,096
shares
|
$660,397
0.3% of portfolio
|
Q1 2025
Added 114.62%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,094
shares
|
$660,303
0.27% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
14,064
shares
|
$658,898
0.41% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
14,048
shares
|
$658,148
0.04% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
14,041
shares
|
$657,820
0.19% of portfolio
|
Q1 2025
Added 82.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,023
shares
|
$656,977
0.04% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$655,900
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
13,994
shares
|
$655,618
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
13,963
shares
|
$654,166
0.76% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
13,951
shares
|
$653,604
0.43% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
13,950
shares
|
$653,557
0.07% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
13,926
shares
|
$652,433
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
13,900
shares
|
$651,215
0.09% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Ransom Advisory, LTD
Providence, RI |
May 20, 2025 Q1 2025 |
13,826
shares
|
$647,748
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
13,816
shares
|
$647,279
0.01% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
13,815
shares
|
$647,232
0.67% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
13,814
shares
|
$647,185
0.22% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
13,806
shares
|
$646,811
0.11% of portfolio
|
Q1 2025
Added 0.77%
|