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 |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
62,052
shares
|
$2.97 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
61,924
shares
|
$2.96 Million
0.9% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
61,881
shares
|
$2.96 Million
2.94% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
61,851
shares
|
$2.96 Million
0.12% of portfolio
|
Q1 2025
Added 207.4%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
61,445
shares
|
$2.94 Million
0.14% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
61,189
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.41%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,975
shares
|
$2.92 Million
0.17% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
60,881
shares
|
$2.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
60,465
shares
|
$2.89 Million
1.26% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Forager Funds Management Pty LTD
|
Nov 08, 2022 Q3 2022 |
60,000
shares
|
$2.87 Million
6.35% of portfolio
|
Q3 2022
New holding
|
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
60,000
shares
|
$2.87 Million
1.72% of portfolio
|
Q4 2019
New holding
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
59,991
shares
|
$2.87 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
59,915
shares
|
$2.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
59,813
shares
|
$2.86 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
59,796
shares
|
$2.86 Million
0.82% of portfolio
|
Q1 2025
Added 779.09%
|
|
|
Ar Asset Management Inc
|
May 13, 2025 Q1 2025 |
59,774
shares
|
$2.86 Million
0.83% of portfolio
|
Q2 2023
Reduced 0.75%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
59,492
shares
|
$2.85 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
|
$2.84 Million
0.11% of portfolio
|
Q1 2025
Reduced 52.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
59,144
shares
|
$2.83 Million
0.02% of portfolio
|
Q1 2025
Added 106.23%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
59,088
shares
|
$2.83 Million
0.34% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
59,005
shares
|
$2.82 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
|
$2.82 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
|
$2.8 Million
0.76% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
58,360
shares
|
$2.79 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
|
$2.78 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.53%
|