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 2,675 institutions that hold shares in the stock, with a total of 1.64 Billion shares, which have been reported (via 13F filing form) to have a value of $75.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
188,331
shares
|
$8.69 Million
0.68% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
187,426
shares
|
$8.65 Million
0.55% of portfolio
|
Q1 2023
Reduced 10.73%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
186,359
shares
|
$8.6 Million
1.12% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
185,928
shares
|
$8.58 Million
0.05% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
185,655
shares
|
$8.57 Million
0.67% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
185,063
shares
|
$8.54 Million
0.65% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
184,849
shares
|
$8.53 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
183,202
shares
|
$8.45 Million
0.42% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
182,071
shares
|
$8.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
181,509
shares
|
$8.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
181,501
shares
|
$8.38 Million
0.14% of portfolio
|
Q2 2025
Added 56.93%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
181,425
shares
|
$8.37 Million
0.07% of portfolio
|
Q2 2023
Reduced 69.9%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
178,573
shares
|
$8.24 Million
0.55% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
176,425
shares
|
$8.14 Million
0.04% of portfolio
|
Q2 2025
Added 194.46%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
175,897
shares
|
$8.12 Million
0.15% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
173,109
shares
|
$7.99 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
172,158
shares
|
$7.95 Million
0.12% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
170,971
shares
|
$7.89 Million
2.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Canal Insurance CO
|
Jul 30, 2025 Q2 2025 |
170,000
shares
|
$7.85 Million
1.76% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
169,602
shares
|
$7.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
168,043
shares
|
$7.76 Million
1.01% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
166,365
shares
|
$7.68 Million
1.27% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
164,406
shares
|
$7.59 Million
0.01% of portfolio
|
Q2 2025
Added 74.09%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
164,224
shares
|
$7.58 Million
1.27% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
164,188
shares
|
$7.58 Million
0.49% of portfolio
|
Q2 2025
Added 9.62%
|