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 |
|---|---|---|---|---|---|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,251
shares
|
$433,409
0.05% of portfolio
|
Q1 2025
Reduced 64.38%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,239
shares
|
$432,847
0.08% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,233
shares
|
$432,566
0.11% of portfolio
|
Q1 2025
Reduced 86.27%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
9,230
shares
|
$432,425
0.37% of portfolio
|
Q1 2023
Added 20.31%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9,214
shares
|
$431,675
0.09% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,211
shares
|
$431,535
0.3% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
9,195
shares
|
$430,785
0.23% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9,192
shares
|
$430,645
0.06% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
9,191
shares
|
$430,598
0.02% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
9,174
shares
|
$429,801
0.01% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,169
shares
|
$429,567
0.02% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
9,164
shares
|
$429,333
0.07% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
9,156
shares
|
$428,958
0.08% of portfolio
|
Q1 2025
Added 21.03%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
9,151
shares
|
$428,724
0.05% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
9,134
shares
|
$427,927
0.01% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
9,100
shares
|
$426,335
0.08% of portfolio
|
Q1 2025
Reduced 35.72%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,062
shares
|
$424,554
0.15% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
9,058
shares
|
$424,367
0.04% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
9,050
shares
|
$423,992
0.02% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,047
shares
|
$423,851
0.04% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
9,029
shares
|
$423,008
0.12% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,001
shares
|
$421,696
0.22% of portfolio
|
Q1 2025
Added 143.53%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
8,985
shares
|
$420,947
0.06% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
8,953
shares
|
$419,448
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
8,947
shares
|
$419,166
0.17% of portfolio
|
Q1 2025
Reduced 5.26%
|