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 2,759 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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
13,152
shares
|
$631,559
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,106
shares
|
$629,350
0.18% of portfolio
|
Q1 2025
Reduced 35.73%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
13,095
shares
|
$628,821
0.05% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
13,090
shares
|
$628,581
0.04% of portfolio
|
Q1 2025
Added 28.51%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
13,047
shares
|
$626,516
0.48% of portfolio
|
Q1 2025
Reduced 17.69%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
13,031
shares
|
$625,748
0.07% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
13,019
shares
|
$625,172
0.16% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
13,002
shares
|
$624,356
0.05% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
13,000
shares
|
$624,260
0.28% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
12,994
shares
|
$623,971
0.03% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
12,949
shares
|
$621,810
0.12% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
12,920
shares
|
$620,418
0.47% of portfolio
|
Q4 2024
Reduced 31.13%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
12,881
shares
|
$618,545
0.02% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,863
shares
|
$617,681
0.13% of portfolio
|
Q2 2023
Added 4.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
12,835
shares
|
$616,336
0.05% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
12,779
shares
|
$613,647
0.1% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Perkins Capital Management Inc
|
May 07, 2025 Q1 2025 |
12,730
shares
|
$611,294
0.86% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
12,670
shares
|
$608,413
0.01% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
12,638
shares
|
$606,876
0.91% of portfolio
|
Q1 2022
Reduced 0.79%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
12,598
shares
|
$604,955
0.01% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
12,585
shares
|
$604,331
0.29% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
12,569
shares
|
$603,563
0.07% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
12,491
shares
|
$599,817
0.03% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
12,486
shares
|
$599,577
0.25% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
12,481
shares
|
$599,337
0.94% of portfolio
|
Q3 2024
Added 4.17%
|