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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,090
shares
|
$566,416
0.02% of portfolio
|
Q1 2025
Reduced 88.33%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
12,042
shares
|
$564,167
0.15% of portfolio
|
Q4 2024
Added 24.68%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
12,034
shares
|
$563,792
0.06% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
12,005
shares
|
$562,434
0.04% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
12,000
shares
|
$562,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
12,000
shares
|
$562,200
0.08% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
11,980
shares
|
$561,263
0.03% of portfolio
|
Q1 2023
Added 21.8%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
11,800
shares
|
$552,830
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
11,776
shares
|
$551,705
0.05% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
11,706
shares
|
$548,426
0.45% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
11,700
shares
|
$548,145
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
11,678
shares
|
$547,114
0.37% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
11,622
shares
|
$544,490
0.12% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,617
shares
|
$544,256
0.03% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
11,609
shares
|
$543,881
0.26% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
11,604
shares
|
$543,647
0.13% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
11,599
shares
|
$543,413
0.01% of portfolio
|
Q1 2025
Reduced 43.87%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
11,506
shares
|
$539,056
0.08% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
11,500
shares
|
$538,775
0.06% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
11,493
shares
|
$538,447
0.37% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
11,483
shares
|
$537,978
0.37% of portfolio
|
Q1 2025
Reduced 51.05%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
11,465
shares
|
$537,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
11,444
shares
|
$536,151
0.27% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
11,417
shares
|
$534,886
0.3% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,406
shares
|
$534,371
0.09% of portfolio
|
Q3 2023
Added 7.49%
|