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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
7,525
shares
|
$352,546
0.16% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
7,524
shares
|
$352,499
0.02% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
7,518
shares
|
$352,218
0.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
7,515
shares
|
$352,077
0.15% of portfolio
|
Q1 2025
Reduced 52.11%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
7,504
shares
|
$351,562
0.01% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
7,473
shares
|
$350,110
0.26% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
7,450
shares
|
$349,032
0.07% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
7,435
shares
|
$348,329
0.5% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
7,417
shares
|
$347,486
0.04% of portfolio
|
Q1 2025
Reduced 21.29%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
7,413
shares
|
$347,299
0.45% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
7,408
shares
|
$347,064
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,405
shares
|
$346,924
0.12% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
7,385
shares
|
$345,987
0.4% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,365
shares
|
$345,050
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
|
$344,722
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
7,344
shares
|
$344,066
0.23% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,343
shares
|
$344,019
0.4% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
7,305
shares
|
$342,239
0.26% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
7,297
shares
|
$341,864
0.12% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
7,297
shares
|
$341,864
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
7,274
shares
|
$340,786
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,270
shares
|
$340,599
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,213
shares
|
$337,929
0.17% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
7,208
shares
|
$337,694
0.19% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
7,199
shares
|
$337,273
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|