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 $75.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,539
shares
|
$73,348
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,536
shares
|
$73,205
0.04% of portfolio
|
Q3 2024
Added 35.45%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,525
shares
|
$72,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,514
shares
|
$72,157
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,505
shares
|
$71,728
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,500
shares
|
$71,490
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,500
shares
|
$71,490
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,490
shares
|
$71,013
0.04% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,485
shares
|
$70,775
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,469
shares
|
$70,012
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,466
shares
|
$69,869
0.04% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,463
shares
|
$69,726
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,450
shares
|
$69,107
0.06% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,436
shares
|
$68,439
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,435
shares
|
$68,392
0.03% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,419
shares
|
$67,629
0.03% of portfolio
|
Q1 2025
Added 623.98%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,415
shares
|
$67,438
0.01% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,415
shares
|
$67,438
0.03% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,411
shares
|
$67,248
0.16% of portfolio
|
Q3 2024
Added 2251.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,410
shares
|
$67,200
0.04% of portfolio
|
Q2 2024
Reduced 64.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,400
shares
|
$66,724
0.05% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,385
shares
|
$66,009
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,380
shares
|
$65,770
0.05% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,345
shares
|
$64,102
0.09% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,333
shares
|
$63,530
0.03% of portfolio
|
Q1 2025
New holding
|