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 |
|---|---|---|---|---|---|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
4,372
shares
|
$206,970
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
4,371
shares
|
$206,923
0.07% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Hendershot Investments Inc.
|
May 06, 2025 Q1 2025 |
4,364
shares
|
$206,591
0.04% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
4,364
shares
|
$206,591
0.34% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,352
shares
|
$206,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,343
shares
|
$205,597
0.01% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
4,332
shares
|
$205,076
0.05% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
4,331
shares
|
$205,029
0.02% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
4,330
shares
|
$204,982
0.07% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
4,326
shares
|
$204,792
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
4,308
shares
|
$203,940
0.07% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
4,308
shares
|
$203,940
0.14% of portfolio
|
Q1 2025
Reduced 36.2%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
4,279
shares
|
$202,567
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
4,255
shares
|
$201,431
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
4,243
shares
|
$200,863
0.03% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,237
shares
|
$200,579
0.0% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
4,230
shares
|
$200,248
0.05% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
4,227
shares
|
$200,106
0.01% of portfolio
|
Q1 2025
Reduced 27.3%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
4,207
shares
|
$199,159
0.14% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
4,201
shares
|
$198,875
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,199
shares
|
$198,780
0.04% of portfolio
|
Q2 2023
Added 6.65%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
4,182
shares
|
$197,975
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
4,171
shares
|
$197,455
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
4,166
shares
|
$197,218
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,166
shares
|
$197,218
0.3% of portfolio
|
Q4 2024
New holding
|