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 2,770 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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,315
shares
|
$303,498
0.05% of portfolio
|
Q1 2025
Reduced 35.6%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,300
shares
|
$302,778
0.07% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,300
shares
|
$302,778
0.19% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,294
shares
|
$302,489
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
6,293
shares
|
$302,441
0.09% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
6,291
shares
|
$302,345
0.2% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6,289
shares
|
$302,249
0.08% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,285
shares
|
$302,057
0.25% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
6,273
shares
|
$301,480
0.16% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
6,266
shares
|
$301,143
0.27% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
6,250
shares
|
$300,375
0.03% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
6,239
shares
|
$299,846
0.22% of portfolio
|
Q2 2022
Reduced 33.9%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,228
shares
|
$299,317
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
6,224
shares
|
$299,125
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
6,224
shares
|
$299,125
0.19% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
6,222
shares
|
$299,029
0.11% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
6,220
shares
|
$298,933
0.03% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
6,187
shares
|
$297,347
0.19% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
6,185
shares
|
$297,251
0.23% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
6,185
shares
|
$297,251
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,185
shares
|
$297,251
0.03% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
6,179
shares
|
$296,962
0.15% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,170
shares
|
$296,530
0.07% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
6,150
shares
|
$295,569
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
6,139
shares
|
$295,040
0.03% of portfolio
|
Q1 2025
Reduced 15.62%
|