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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,654
shares
|
$357,365
0.03% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
7,644
shares
|
$356,898
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
7,617
shares
|
$355,637
0.09% of portfolio
|
Q2 2025
Reduced 71.27%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
7,589
shares
|
$354,330
0.09% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
7,583
shares
|
$354,050
0.02% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,570
shares
|
$353,443
0.38% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,551
shares
|
$352,556
0.05% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
7,546
shares
|
$352,322
0.27% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
7,535
shares
|
$351,809
0.32% of portfolio
|
Q2 2025
Reduced 30.61%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
7,525
shares
|
$351,342
0.16% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
7,524
shares
|
$351,295
0.02% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
7,518
shares
|
$351,015
0.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
7,505
shares
|
$350,408
0.2% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
7,504
shares
|
$350,361
0.01% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
7,477
shares
|
$349,101
0.1% of portfolio
|
Q2 2025
Added 59.39%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
7,450
shares
|
$347,840
0.07% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
7,435
shares
|
$347,140
0.5% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
7,413
shares
|
$346,112
0.45% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
7,408
shares
|
$345,879
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,405
shares
|
$345,739
0.12% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
7,385
shares
|
$344,805
0.4% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,365
shares
|
$343,871
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
7,358
shares
|
$343,545
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
7,344
shares
|
$342,891
0.23% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,343
shares
|
$342,844
0.4% of portfolio
|
Q1 2025
Added 0.01%
|