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 |
|---|---|---|---|---|---|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
42,995
shares
|
$2.4 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
42,933
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
42,928
shares
|
$2.4 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
42,770
shares
|
$2.39 Million
0.54% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
42,749
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
42,509
shares
|
$2.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 69.9%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
42,435
shares
|
$2.37 Million
0.04% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
42,420
shares
|
$2.37 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Optimas Capital LTD
Central, K3 |
Feb 10, 2025 Q4 2024 |
42,400
shares
|
$2.37 Million
3.55% of portfolio
|
Q4 2024
Reduced 32.59%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
42,257
shares
|
$2.36 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
42,202
shares
|
$2.36 Million
0.25% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
42,146
shares
|
$2.35 Million
0.33% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
42,066
shares
|
$2.35 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
42,045
shares
|
$2.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
42,000
shares
|
$2.34 Million
0.99% of portfolio
|
Q3 2017
New holding
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
41,897
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
41,807
shares
|
$2.33 Million
0.1% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
41,643
shares
|
$2.32 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Edmp, Inc.
|
Jan 29, 2025 Q4 2024 |
41,599
shares
|
$2.32 Million
2.27% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
41,539
shares
|
$2.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 99.18%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
41,378
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
41,275
shares
|
$2.3 Million
2.18% of portfolio
|
Q2 2022
Reduced 6.14%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
41,113
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Employees Retirement System Of Texas
|
Feb 13, 2025 Q4 2024 |
41,042
shares
|
$2.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.49%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
41,000
shares
|
$2.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 51.76%
|