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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
14,158
shares
|
$692,892
0.01% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
14,134
shares
|
$691,717
0.08% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
14,132
shares
|
$691,620
0.11% of portfolio
|
Q1 2025
Added 50.36%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,094
shares
|
$689,760
0.27% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
14,064
shares
|
$688,292
0.41% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,023
shares
|
$686,285
0.04% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
14,005
shares
|
$685,404
0.15% of portfolio
|
Q2 2025
Reduced 28.72%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$685,160
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
13,994
shares
|
$684,866
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
13,986
shares
|
$684,474
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
13,963
shares
|
$683,349
0.76% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
13,951
shares
|
$682,761
0.43% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
13,950
shares
|
$682,713
0.07% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
13,926
shares
|
$681,538
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
13,816
shares
|
$676,155
0.01% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
13,815
shares
|
$676,106
0.67% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
13,815
shares
|
$676,106
0.05% of portfolio
|
Q2 2025
Added 101.27%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
13,814
shares
|
$676,057
0.22% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
13,806
shares
|
$675,665
0.11% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,796
shares
|
$675,176
0.16% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
13,788
shares
|
$674,784
0.2% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
13,781
shares
|
$674,442
0.43% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
13,774
shares
|
$674,099
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
13,771
shares
|
$673,952
0.02% of portfolio
|
Q1 2025
Added 84.92%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$673,756
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|