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 |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
7,968
shares
|
$372,025
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
7,960
shares
|
$371,652
0.02% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,948
shares
|
$371,092
0.07% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,937
shares
|
$370,578
0.1% of portfolio
|
Q2 2025
Reduced 41.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
7,931
shares
|
$370,298
0.03% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
7,928
shares
|
$370,158
0.1% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,920
shares
|
$369,784
0.12% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
7,906
shares
|
$369,131
0.2% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
7,893
shares
|
$368,524
0.13% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
7,851
shares
|
$366,563
0.04% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
7,841
shares
|
$366,096
0.15% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,835
shares
|
$365,816
0.16% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
7,820
shares
|
$365,115
0.21% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
7,806
shares
|
$364,462
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
7,804
shares
|
$364,368
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
7,754
shares
|
$362,034
0.35% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
7,739
shares
|
$361,333
0.07% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,730
shares
|
$360,913
0.04% of portfolio
|
Q1 2025
Reduced 92.57%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
7,729
shares
|
$360,867
0.02% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,711
shares
|
$360,026
0.1% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
7,708
shares
|
$359,886
0.05% of portfolio
|
Q2 2025
Reduced 67.82%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,704
shares
|
$359,699
0.13% of portfolio
|
Q2 2025
Added 16.04%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,696
shares
|
$359,326
0.23% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
7,677
shares
|
$358,439
0.06% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
7,659
shares
|
$357,598
0.24% of portfolio
|
Q4 2024
Reduced 10.52%
|