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 2,751 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 $87.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
57,154
shares
|
$3.19 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
57,104
shares
|
$3.19 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
57,039
shares
|
$3.18 Million
0.86% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
56,823
shares
|
$3.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
56,806
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
56,800
shares
|
$3.17 Million
1.12% of portfolio
|
Q2 2022
Added 119.09%
|
|
|
Lipe & Dalton
|
Feb 03, 2025 Q4 2024 |
56,769
shares
|
$3.17 Million
1.7% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
56,677
shares
|
$3.16 Million
0.11% of portfolio
|
Q1 2024
Reduced 64.21%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
56,460
shares
|
$3.15 Million
0.49% of portfolio
|
Q3 2022
Reduced 2.72%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
56,315
shares
|
$3.14 Million
0.24% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
56,050
shares
|
$3.13 Million
2.17% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
55,800
shares
|
$3.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 81.67%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
55,752
shares
|
$3.11 Million
2.49% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
55,689
shares
|
$3.11 Million
0.09% of portfolio
|
Q4 2024
Added 26.26%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
55,670
shares
|
$3.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
55,533
shares
|
$3.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
55,393
shares
|
$3.09 Million
0.09% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
55,357
shares
|
$3.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
55,211
shares
|
$3.08 Million
0.08% of portfolio
|
Q4 2023
Reduced 8.95%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
55,210
shares
|
$3.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
55,203
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
55,193
shares
|
$3.08 Million
2.07% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
55,130
shares
|
$3.08 Million
0.26% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
55,042
shares
|
$3.07 Million
0.17% of portfolio
|
Q3 2022
Reduced 6.79%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
54,908
shares
|
$3.07 Million
0.34% of portfolio
|
Q4 2024
Added 4.97%
|