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 2,770 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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
131,329
shares
|
$6.31 Million
0.27% of portfolio
|
Q1 2024
Reduced 63.35%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
128,956
shares
|
$6.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
127,000
shares
|
$6.1 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
126,851
shares
|
$6.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
126,429
shares
|
$6.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
126,014
shares
|
$6.06 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
124,548
shares
|
$5.99 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
124,518
shares
|
$5.98 Million
0.73% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
124,472
shares
|
$5.98 Million
0.94% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
124,286
shares
|
$5.97 Million
0.12% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
122,734
shares
|
$5.9 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
122,725
shares
|
$5.9 Million
0.21% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
122,235
shares
|
$5.87 Million
1.4% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
122,172
shares
|
$5.87 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
120,697
shares
|
$5.8 Million
0.19% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
120,660
shares
|
$5.8 Million
0.15% of portfolio
|
Q1 2025
Added 19.17%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
120,470
shares
|
$5.79 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
120,320
shares
|
$5.78 Million
1.74% of portfolio
|
Q1 2025
Added 1995.8%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
120,168
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
119,923
shares
|
$5.76 Million
0.02% of portfolio
|
Q1 2025
Added 24.53%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
119,450
shares
|
$5.74 Million
0.24% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
119,281
shares
|
$5.73 Million
0.79% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
118,680
shares
|
$5.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 26.46%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
118,579
shares
|
$5.7 Million
0.06% of portfolio
|
Q1 2025
Added 37.66%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
118,355
shares
|
$5.69 Million
1.64% of portfolio
|
Q1 2025
Added 1.27%
|