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 2,743 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 $77.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
60,465
shares
|
$2.96 Million
1.26% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
60,276
shares
|
$2.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
60,000
shares
|
$2.94 Million
6.35% of portfolio
|
Q3 2022
New holding
|
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
60,000
shares
|
$2.94 Million
1.72% of portfolio
|
Q4 2019
New holding
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
59,991
shares
|
$2.94 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
59,915
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
59,878
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 78.5%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
59,813
shares
|
$2.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
59,796
shares
|
$2.93 Million
0.82% of portfolio
|
Q1 2025
Added 779.09%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
59,774
shares
|
$2.93 Million
0.83% of portfolio
|
Q2 2023
Reduced 0.75%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
59,679
shares
|
$2.92 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
59,492
shares
|
$2.91 Million
0.27% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
59,311
shares
|
$2.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,144
shares
|
$2.89 Million
0.02% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
59,005
shares
|
$2.89 Million
0.26% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
58,879
shares
|
$2.88 Million
0.1% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
58,497
shares
|
$2.86 Million
0.76% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
58,360
shares
|
$2.86 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
58,166
shares
|
$2.85 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,114
shares
|
$2.84 Million
1.52% of portfolio
|
Q1 2025
New holding
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
57,487
shares
|
$2.81 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
57,300
shares
|
$2.8 Million
0.89% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
57,225
shares
|
$2.8 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Lipe & Dalton
|
May 05, 2025 Q1 2025 |
56,999
shares
|
$2.79 Million
1.95% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
56,877
shares
|
$2.78 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.23%
|