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 2,793 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 $75.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
4,672
shares
|
$221,172
0.05% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
4,672
shares
|
$221,172
0.16% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,669
shares
|
$221,030
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
4,666
shares
|
$220,888
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
4,653
shares
|
$220,273
0.08% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
4,647
shares
|
$219,988
0.02% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
4,646
shares
|
$219,941
0.22% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
4,642
shares
|
$219,752
0.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
4,641
shares
|
$219,704
0.15% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,636
shares
|
$219,468
0.02% of portfolio
|
Q4 2023
Reduced 3.72%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,633
shares
|
$219,326
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
4,632
shares
|
$219,278
0.1% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,619
shares
|
$218,663
0.03% of portfolio
|
Q1 2025
Reduced 75.37%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,616
shares
|
$218,521
0.17% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
4,611
shares
|
$218,284
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,603
shares
|
$217,906
0.1% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
4,600
shares
|
$217,764
0.09% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,600
shares
|
$217,764
0.18% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
4,595
shares
|
$217,527
0.17% of portfolio
|
Q1 2025
Reduced 34.47%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
4,580
shares
|
$216,817
0.05% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
4,571
shares
|
$216,391
0.05% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
4,557
shares
|
$215,728
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
4,555
shares
|
$215,633
0.11% of portfolio
|
Q1 2025
Reduced 55.04%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,545
shares
|
$215,160
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,537
shares
|
$214,781
0.11% of portfolio
|
Q1 2024
Added 0.22%
|