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 2,805 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 $75.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
77,071
shares
|
$3.69 Million
0.18% of portfolio
|
Q1 2025
Added 57.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
76,874
shares
|
$3.68 Million
0.11% of portfolio
|
Q1 2025
Added 153.12%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
76,302
shares
|
$3.65 Million
1.33% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
76,073
shares
|
$3.64 Million
0.16% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
75,803
shares
|
$3.63 Million
0.18% of portfolio
|
Q3 2023
Reduced 9.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
75,620
shares
|
$3.62 Million
0.19% of portfolio
|
Q1 2025
Added 679.35%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
75,530
shares
|
$3.62 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
75,524
shares
|
$3.62 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
75,162
shares
|
$3.6 Million
1.88% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
75,078
shares
|
$3.59 Million
1.16% of portfolio
|
Q1 2025
Added 826.89%
|
|
|
Tema Etfs LLC
New York, NY |
May 14, 2025 Q1 2025 |
75,050
shares
|
$3.59 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
74,846
shares
|
$3.58 Million
0.12% of portfolio
|
Q1 2025
Added 273.56%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
74,819
shares
|
$3.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.34%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
74,047
shares
|
$3.54 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
73,667
shares
|
$3.53 Million
0.13% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
73,234
shares
|
$3.51 Million
1.78% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
73,185
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
72,806
shares
|
$3.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
72,612
shares
|
$3.48 Million
0.27% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
72,451
shares
|
$3.47 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
72,269
shares
|
$3.46 Million
0.59% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
72,173
shares
|
$3.45 Million
0.55% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
72,000
shares
|
$3.45 Million
1.04% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
71,584
shares
|
$3.43 Million
0.31% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
71,362
shares
|
$3.42 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.44%
|