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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,701
shares
|
$79,521
0.06% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,682
shares
|
$78,633
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,676
shares
|
$78,353
0.01% of portfolio
|
Q1 2025
Reduced 30.57%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,675
shares
|
$78,306
0.03% of portfolio
|
Q1 2025
Added 187.8%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,650
shares
|
$77,137
0.04% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,646
shares
|
$76,950
0.03% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,643
shares
|
$76,810
0.02% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,613
shares
|
$75,407
0.01% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
1,608
shares
|
$75,174
0.03% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,587
shares
|
$74,192
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,556
shares
|
$72,743
0.06% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,550
shares
|
$72,462
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,549
shares
|
$72,415
0.05% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
1,539
shares
|
$71,948
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,536
shares
|
$71,808
0.04% of portfolio
|
Q3 2024
Added 35.45%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,525
shares
|
$71,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,514
shares
|
$70,779
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,505
shares
|
$70,358
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,500
shares
|
$70,125
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,500
shares
|
$70,125
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,490
shares
|
$69,657
0.04% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,485
shares
|
$69,423
0.03% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,469
shares
|
$68,675
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,466
shares
|
$68,535
0.04% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,463
shares
|
$68,395
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|