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 2,806 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 $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
54,673
shares
|
$2.57 Million
0.6% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
54,643
shares
|
$2.57 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
54,526
shares
|
$2.56 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
54,449
shares
|
$2.56 Million
0.44% of portfolio
|
Q1 2025
Reduced 68.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
54,328
shares
|
$2.55 Million
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Bonness Enterprises Inc
|
Apr 10, 2025 Q1 2025 |
54,300
shares
|
$2.55 Million
1.09% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,112
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
54,006
shares
|
$2.54 Million
0.7% of portfolio
|
Q1 2025
Added 102.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
53,960
shares
|
$2.54 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
53,900
shares
|
$2.53 Million
1.23% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
53,800
shares
|
$2.53 Million
0.82% of portfolio
|
Q4 2020
Added 132.9%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
53,541
shares
|
$2.52 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
53,412
shares
|
$2.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
53,376
shares
|
$2.51 Million
0.25% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
53,212
shares
|
$2.5 Million
0.7% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
53,190
shares
|
$2.5 Million
0.14% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
53,053
shares
|
$2.49 Million
0.87% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
52,933
shares
|
$2.49 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
52,849
shares
|
$2.48 Million
1.02% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
52,578
shares
|
$2.47 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
52,522
shares
|
$2.47 Million
0.56% of portfolio
|
Q1 2025
Added 743.46%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
52,140
shares
|
$2.45 Million
1.54% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
52,025
shares
|
$2.45 Million
1.44% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
51,733
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
51,653
shares
|
$2.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.97%
|