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 2,801 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 $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
2,746
shares
|
$128,375
0.1% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$127,954
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
2,736
shares
|
$127,908
0.06% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
2,718
shares
|
$127,066
0.04% of portfolio
|
Q1 2025
Reduced 26.94%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$126,318
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$126,131
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,685
shares
|
$125,523
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,643
shares
|
$123,560
0.02% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,611
shares
|
$122,064
0.02% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$121,550
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
2,588
shares
|
$120,989
0.07% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
2,578
shares
|
$120,521
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$119,025
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,545
shares
|
$118,978
0.0% of portfolio
|
Q1 2025
Added 46.1%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,523
shares
|
$117,950
0.07% of portfolio
|
Q1 2025
Added 24.59%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
2,497
shares
|
$116,734
0.01% of portfolio
|
Q1 2025
Added 379.27%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
2,436
shares
|
$113,883
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$113,602
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
2,422
shares
|
$113,228
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,417
shares
|
$112,994
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
2,393
shares
|
$111,872
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,377
shares
|
$111,124
0.19% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,353
shares
|
$110,002
0.08% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
2,309
shares
|
$107,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,306
shares
|
$107,805
0.04% of portfolio
|
Q1 2025
New holding
|