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 2,752 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $90.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$810,320
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
14,000
shares
|
$810,320
0.04% of portfolio
|
Q4 2024
Added 3400.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
13,964
shares
|
$808,236
0.2% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,936
shares
|
$806,615
0.08% of portfolio
|
Q4 2024
Added 21.06%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
13,926
shares
|
$806,036
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
13,851
shares
|
$801,695
0.05% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
13,767
shares
|
$796,833
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$796,833
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
13,700
shares
|
$792,956
0.09% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
13,698
shares
|
$792,840
0.61% of portfolio
|
Q4 2024
Added 47.43%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,677
shares
|
$791,624
0.14% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$790,525
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
13,581
shares
|
$786,068
0.23% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
13,559
shares
|
$784,794
0.03% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
13,550
shares
|
$784,274
0.55% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$783,926
0.35% of portfolio
|
Q1 2023
Added 6.12%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
13,539
shares
|
$783,637
0.09% of portfolio
|
Q4 2024
Added 12.99%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
13,526
shares
|
$782,884
0.02% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
13,504
shares
|
$781,611
0.08% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
13,463
shares
|
$779,238
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
13,425
shares
|
$777,039
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,414
shares
|
$776,402
0.06% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
13,324
shares
|
$771,193
0.1% of portfolio
|
Q4 2024
Reduced 21.42%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
13,287
shares
|
$769,051
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
13,263
shares
|
$767,662
0.36% of portfolio
|
Q4 2024
Added 1.51%
|