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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
2,947
shares
|
$139,510
0.06% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Euclidean Technologies Management, LLC
|
Apr 26, 2023 Q1 2023 |
2,945
shares
|
$139,416
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,923
shares
|
$138,374
0.03% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
2,917
shares
|
$138,090
0.27% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,893
shares
|
$136,954
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
2,863
shares
|
$135,534
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,860
shares
|
$135,392
0.05% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,849
shares
|
$134,871
0.17% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,789
shares
|
$132,031
0.04% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,757
shares
|
$130,516
0.05% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,746
shares
|
$129,995
0.1% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$129,569
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
2,718
shares
|
$128,670
0.04% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$127,912
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$127,723
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,685
shares
|
$127,107
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,643
shares
|
$125,119
0.02% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,611
shares
|
$123,604
0.02% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
2,600
shares
|
$123,084
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,588
shares
|
$122,515
0.07% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2,578
shares
|
$122,042
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$120,527
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,545
shares
|
$120,480
0.0% of portfolio
|
Q1 2025
Added 46.1%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,497
shares
|
$118,207
0.01% of portfolio
|
Q1 2025
Added 379.27%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2,436
shares
|
$115,320
0.04% of portfolio
|
Q1 2025
New holding
|