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 2,795 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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
3,502
shares
|
$165,784
0.04% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
3,500
shares
|
$165,690
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,500
shares
|
$165,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
3,499
shares
|
$165,642
0.08% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
3,492
shares
|
$165,311
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,490
shares
|
$165,216
0.07% of portfolio
|
Q2 2023
Added 139.86%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
3,469
shares
|
$164,222
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
3,465
shares
|
$164,033
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,455
shares
|
$163,559
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
3,454
shares
|
$163,512
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,442
shares
|
$162,944
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
3,438
shares
|
$162,754
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
3,416
shares
|
$161,713
0.19% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,412
shares
|
$161,524
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
3,400
shares
|
$160,956
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
3,399
shares
|
$160,908
0.13% of portfolio
|
Q1 2025
Reduced 30.41%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
3,391
shares
|
$160,529
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,384
shares
|
$160,198
0.05% of portfolio
|
Q1 2022
Reduced 5.63%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
3,384
shares
|
$160,198
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,383
shares
|
$160,151
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
3,380
shares
|
$160,009
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,364
shares
|
$159,251
0.06% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
3,357
shares
|
$158,920
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,340
shares
|
$158,115
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,339
shares
|
$158,068
0.04% of portfolio
|
Q1 2025
Reduced 21.14%
|