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 |
|---|---|---|---|---|---|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,331
shares
|
$63,435
0.06% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,315
shares
|
$62,672
0.07% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,301
shares
|
$62,005
0.05% of portfolio
|
Q1 2025
Added 51.1%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,294
shares
|
$61,672
0.01% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,283
shares
|
$61,147
0.04% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,278
shares
|
$60,909
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,276
shares
|
$60,814
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,270
shares
|
$60,528
0.02% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
1,268
shares
|
$60,432
0.04% of portfolio
|
Q2 2024
Reduced 20.35%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
1,263
shares
|
$60,194
0.0% of portfolio
|
Q1 2025
Added 53.46%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,218
shares
|
$58,049
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,209
shares
|
$57,620
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,200
shares
|
$57,191
0.05% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,200
shares
|
$57,191
0.05% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$57,191
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,186
shares
|
$56,524
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,185
shares
|
$56,477
0.04% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$56,191
0.0% of portfolio
|
Q4 2023
Reduced 9.59%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,168
shares
|
$55,666
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,131
shares
|
$53,903
0.01% of portfolio
|
Q1 2025
Added 43.71%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,122
shares
|
$53,474
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,120
shares
|
$53,379
0.02% of portfolio
|
Q3 2023
Reduced 91.43%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
1,116
shares
|
$53,188
0.01% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,103
shares
|
$52,568
0.06% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,101
shares
|
$52,473
0.06% of portfolio
|
Q1 2025
New holding
|