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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,945
shares
|
$279,415
0.01% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,944
shares
|
$279,368
0.04% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
5,940
shares
|
$279,180
0.03% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,940
shares
|
$279,180
0.16% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,940
shares
|
$279,180
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,933
shares
|
$278,851
0.04% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
5,930
shares
|
$278,710
0.43% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
5,921
shares
|
$278,287
0.33% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
5,919
shares
|
$278,193
0.19% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,894
shares
|
$277,018
0.22% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
5,875
shares
|
$276,125
0.07% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
5,861
shares
|
$275,467
0.05% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
5,851
shares
|
$274,997
0.11% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
5,835
shares
|
$274,245
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
5,829
shares
|
$273,963
0.11% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
5,826
shares
|
$273,822
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
5,825
shares
|
$273,775
0.01% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$273,775
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
May 14, 2025 Q1 2025 |
5,821
shares
|
$273,587
0.4% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,820
shares
|
$273,540
0.27% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
May 09, 2025 Q1 2025 |
5,820
shares
|
$273,540
0.12% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
5,791
shares
|
$272,177
0.14% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$271,848
0.09% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
5,778
shares
|
$271,566
0.11% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
5,773
shares
|
$271,331
0.02% of portfolio
|
Q1 2025
New holding
|