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 |
|---|---|---|---|---|---|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
50,687
shares
|
$2.44 Million
0.36% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
50,673
shares
|
$2.44 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
50,499
shares
|
$2.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
50,475
shares
|
$2.43 Million
0.67% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
50,421
shares
|
$2.42 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
50,322
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
50,289
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
50,151
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 79.7%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
49,947
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Added 63.38%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
49,748
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
49,656
shares
|
$2.39 Million
0.49% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,551
shares
|
$2.38 Million
0.03% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
49,318
shares
|
$2.37 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
48,922
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
48,828
shares
|
$2.35 Million
0.3% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
48,694
shares
|
$2.34 Million
0.55% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
48,662
shares
|
$2.34 Million
0.38% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
48,560
shares
|
$2.33 Million
2.67% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
48,453
shares
|
$2.33 Million
1.88% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
48,311
shares
|
$2.32 Million
0.27% of portfolio
|
Q1 2025
Added 515.98%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
48,067
shares
|
$2.31 Million
0.85% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
48,052
shares
|
$2.31 Million
0.15% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
47,988
shares
|
$2.31 Million
0.8% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
47,849
shares
|
$2.3 Million
0.19% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
47,559
shares
|
$2.29 Million
0.08% of portfolio
|
Q4 2024
Reduced 30.63%
|