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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
5,097
shares
|
$244,961
0.01% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
5,096
shares
|
$244,913
0.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
5,093
shares
|
$244,769
0.04% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,066
shares
|
$243,471
0.05% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
5,053
shares
|
$242,847
0.03% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
5,042
shares
|
$242,318
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
5,040
shares
|
$242,222
0.06% of portfolio
|
Q2 2022
Added 1.31%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,036
shares
|
$242,030
0.15% of portfolio
|
Q1 2024
Added 7.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
5,029
shares
|
$241,693
0.06% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
5,028
shares
|
$241,645
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
5,027
shares
|
$241,597
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
5,014
shares
|
$240,972
0.12% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
5,014
shares
|
$240,972
0.12% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,013
shares
|
$240,924
0.02% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
5,010
shares
|
$240,780
0.1% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
5,001
shares
|
$240,348
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$240,300
0.05% of portfolio
|
Q4 2019
New holding
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
5,000
shares
|
$240,300
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
4,994
shares
|
$240,011
0.03% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
4,991
shares
|
$239,867
0.04% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,985
shares
|
$239,579
0.04% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
4,961
shares
|
$238,425
0.08% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
4,959
shares
|
$238,329
0.21% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
4,955
shares
|
$238,137
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
4,947
shares
|
$237,752
0.21% of portfolio
|
Q1 2025
Reduced 1.96%
|