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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
54,721
shares
|
$3.06 Million
0.19% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
54,695
shares
|
$3.05 Million
0.6% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
54,691
shares
|
$3.05 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
54,533
shares
|
$3.04 Million
0.53% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Bonness Enterprises Inc
|
Jan 16, 2025 Q4 2024 |
54,300
shares
|
$3.03 Million
1.08% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
54,293
shares
|
$3.03 Million
0.45% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
53,919
shares
|
$3.01 Million
0.08% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
53,900
shares
|
$3.01 Million
1.11% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
53,800
shares
|
$3 Million
0.79% of portfolio
|
Q4 2020
Added 132.9%
|
|
|
Taika Capital, LP
Sunny Isles Beach, FL |
Feb 07, 2025 Q4 2024 |
53,795
shares
|
$3 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
53,552
shares
|
$2.99 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
53,104
shares
|
$2.96 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
53,005
shares
|
$2.96 Million
1.03% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Gqg Partners LLC
Ft. Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
52,856
shares
|
$2.95 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
52,849
shares
|
$2.95 Million
1.02% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
52,692
shares
|
$2.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
52,480
shares
|
$2.93 Million
0.63% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
52,267
shares
|
$2.92 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
52,025
shares
|
$2.9 Million
1.44% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
52,018
shares
|
$2.9 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
51,909
shares
|
$2.9 Million
0.16% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Jan 28, 2025 Q4 2024 |
51,773
shares
|
$2.89 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
51,700
shares
|
$2.89 Million
1.11% of portfolio
|
Q4 2024
Added 1968.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
51,589
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
51,249
shares
|
$2.86 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.12%
|