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 |
|---|---|---|---|---|---|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
4,936
shares
|
$237,224
0.18% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
4,934
shares
|
$237,128
0.21% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
4,932
shares
|
$237,031
0.14% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,925
shares
|
$236,695
0.02% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
4,920
shares
|
$236,455
0.13% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,884
shares
|
$234,725
0.04% of portfolio
|
Q2 2023
Added 219.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
4,879
shares
|
$234,484
0.04% of portfolio
|
Q1 2025
Reduced 15.98%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
4,875
shares
|
$234,292
0.11% of portfolio
|
Q1 2025
Reduced 62.15%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,871
shares
|
$234,100
0.08% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
4,869
shares
|
$234,004
0.01% of portfolio
|
Q1 2025
Reduced 76.29%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
4,863
shares
|
$233,715
0.03% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
4,855
shares
|
$233,331
0.06% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,854
shares
|
$233,283
0.1% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,847
shares
|
$232,946
0.08% of portfolio
|
Q4 2021
Added 9.66%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
4,843
shares
|
$232,754
0.07% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
4,840
shares
|
$232,610
0.0% of portfolio
|
Q1 2025
Reduced 60.71%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,823
shares
|
$231,793
0.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
4,820
shares
|
$231,649
0.04% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
4,815
shares
|
$231,408
0.03% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,815
shares
|
$231,408
0.01% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,811
shares
|
$231,216
0.16% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
4,806
shares
|
$230,976
0.08% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,801
shares
|
$230,736
0.08% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
4,800
shares
|
$230,688
0.11% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,791
shares
|
$230,255
0.09% of portfolio
|
Q1 2025
Added 0.08%
|