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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
7,297
shares
|
$340,696
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
7,274
shares
|
$339,623
0.08% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
7,270
shares
|
$339,436
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
7,265
shares
|
$339,202
0.14% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
7,213
shares
|
$336,774
0.17% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
7,210
shares
|
$336,634
0.05% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
7,208
shares
|
$336,541
0.19% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
7,199
shares
|
$336,121
0.07% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
7,191
shares
|
$335,747
0.06% of portfolio
|
Q2 2025
Added 59.69%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
7,189
shares
|
$335,654
0.02% of portfolio
|
Q3 2020
Reduced 13.51%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,188
shares
|
$335,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
7,175
shares
|
$335,000
0.15% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
7,173
shares
|
$334,907
0.07% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
7,171
shares
|
$334,813
0.17% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
7,160
shares
|
$334,300
0.01% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
7,156
shares
|
$334,113
0.34% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
7,144
shares
|
$333,553
0.25% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,139
shares
|
$333,319
0.03% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
7,137
shares
|
$333,226
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,132
shares
|
$332,993
0.04% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
7,122
shares
|
$332,526
0.07% of portfolio
|
Q2 2023
Reduced 10.74%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
7,114
shares
|
$332,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,086
shares
|
$330,845
0.01% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
7,072
shares
|
$330,191
0.09% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,067
shares
|
$329,958
0.02% of portfolio
|
Q1 2025
Reduced 36.46%
|