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 2,770 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 $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
54,328
shares
|
$2.61 Million
0.03% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Bonness Enterprises Inc
|
Jul 16, 2025 Q2 2025 |
54,300
shares
|
$2.61 Million
0.83% of portfolio
|
Q3 2022
Reduced 0.91%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
54,112
shares
|
$2.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
54,006
shares
|
$2.6 Million
0.7% of portfolio
|
Q1 2025
Added 102.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
53,960
shares
|
$2.59 Million
0.17% of portfolio
|
Q1 2025
Reduced 18.04%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
53,900
shares
|
$2.59 Million
1.23% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
53,800
shares
|
$2.59 Million
0.82% of portfolio
|
Q4 2020
Added 132.9%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
53,541
shares
|
$2.57 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
53,530
shares
|
$2.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
53,412
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.93%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
53,212
shares
|
$2.56 Million
0.7% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
53,190
shares
|
$2.56 Million
0.14% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
52,933
shares
|
$2.54 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
52,849
shares
|
$2.54 Million
1.02% of portfolio
|
Q3 2022
Reduced 0.54%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
52,522
shares
|
$2.52 Million
0.56% of portfolio
|
Q1 2025
Added 743.46%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
52,332
shares
|
$2.52 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
52,298
shares
|
$2.51 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
52,025
shares
|
$2.5 Million
1.44% of portfolio
|
Q1 2024
Reduced 16.0%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
51,733
shares
|
$2.49 Million
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,601
shares
|
$2.48 Million
0.05% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
51,376
shares
|
$2.47 Million
0.08% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
51,231
shares
|
$2.46 Million
0.22% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
51,185
shares
|
$2.46 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
51,129
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
51,049
shares
|
$2.45 Million
4.55% of portfolio
|
Q3 2023
Reduced 39.39%
|