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 2,771 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,763
shares
|
$502,524
0.09% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,749
shares
|
$501,870
0.05% of portfolio
|
Q2 2023
Added 9.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
10,674
shares
|
$498,369
0.03% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
10,671
shares
|
$498,228
0.06% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
10,664
shares
|
$497,902
0.05% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
10,657
shares
|
$497,575
0.04% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
10,638
shares
|
$496,688
0.07% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
10,628
shares
|
$496,221
0.19% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,619
shares
|
$495,801
0.06% of portfolio
|
Q1 2025
Reduced 47.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
10,537
shares
|
$491,972
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,511
shares
|
$490,758
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
10,494
shares
|
$489,964
0.3% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,491
shares
|
$489,824
0.0% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,432
shares
|
$487,070
0.1% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,405
shares
|
$485,809
0.2% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
10,395
shares
|
$485,342
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
10,363
shares
|
$483,848
0.34% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
10,362
shares
|
$483,801
0.18% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,320
shares
|
$481,840
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
10,283
shares
|
$480,113
0.3% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
10,269
shares
|
$479,459
1.02% of portfolio
|
Q4 2022
Reduced 9.16%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
10,267
shares
|
$479,366
0.06% of portfolio
|
Q2 2025
Added 128.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,240
shares
|
$478,105
0.04% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
10,226
shares
|
$477,451
0.34% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
10,210
shares
|
$476,704
0.03% of portfolio
|
Q1 2025
Reduced 14.05%
|