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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,601
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
51,376
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
51,231
shares
|
$2.41 Million
0.22% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
51,185
shares
|
$2.41 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
51,129
shares
|
$2.4 Million
0.43% of portfolio
|
Q4 2022
Added 15.79%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
51,049
shares
|
$2.4 Million
4.55% of portfolio
|
Q3 2023
Reduced 39.39%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
50,916
shares
|
$2.39 Million
0.31% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
50,687
shares
|
$2.38 Million
0.36% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
50,673
shares
|
$2.38 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
50,499
shares
|
$2.37 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
50,475
shares
|
$2.37 Million
0.67% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
50,421
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
50,289
shares
|
$2.36 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
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 79.7%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
50,089
shares
|
$2.35 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
49,947
shares
|
$2.35 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
|
$2.34 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
49,551
shares
|
$2.33 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
|
$2.32 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
49,006
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
48,980
shares
|
$2.3 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
48,694
shares
|
$2.29 Million
0.55% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
48,560
shares
|
$2.28 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
|
$2.28 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
|
$2.27 Million
0.27% of portfolio
|
Q1 2025
Added 515.98%
|