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 |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,450
shares
|
$67,787
0.06% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,436
shares
|
$67,133
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,435
shares
|
$67,086
0.03% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
1,419
shares
|
$66,338
0.03% of portfolio
|
Q1 2025
Added 623.98%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,415
shares
|
$66,151
0.01% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,415
shares
|
$66,151
0.03% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,411
shares
|
$65,964
0.16% of portfolio
|
Q3 2024
Added 2251.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,410
shares
|
$65,917
0.04% of portfolio
|
Q2 2024
Reduced 64.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,400
shares
|
$65,450
0.05% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,385
shares
|
$64,748
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,380
shares
|
$64,515
0.05% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,345
shares
|
$62,878
0.09% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,333
shares
|
$62,317
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
1,331
shares
|
$62,224
0.06% of portfolio
|
Q1 2025
Added 51.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,315
shares
|
$61,476
0.07% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,301
shares
|
$60,821
0.05% of portfolio
|
Q1 2025
Added 51.1%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,283
shares
|
$59,980
0.04% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,278
shares
|
$59,746
0.02% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,276
shares
|
$59,653
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,270
shares
|
$59,372
0.02% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
1,268
shares
|
$59,279
0.04% of portfolio
|
Q2 2024
Reduced 20.35%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
May 09, 2025 Q1 2025 |
1,263
shares
|
$59,045
0.0% of portfolio
|
Q1 2025
Added 53.46%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
1,249
shares
|
$58,390
0.07% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,218
shares
|
$56,941
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
1,209
shares
|
$56,520
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|