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 |
|---|---|---|---|---|---|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
42,146
shares
|
$2.03 Million
0.37% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
42,115
shares
|
$2.02 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
42,000
shares
|
$2.02 Million
1.05% of portfolio
|
Q3 2017
New holding
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
41,897
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
41,863
shares
|
$2.01 Million
0.21% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
41,698
shares
|
$2 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
41,574
shares
|
$2 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
41,443
shares
|
$1.99 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
41,364
shares
|
$1.99 Million
0.15% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
41,315
shares
|
$1.99 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
41,310
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
41,285
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
41,275
shares
|
$1.98 Million
2.18% of portfolio
|
Q2 2022
Reduced 6.14%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
40,993
shares
|
$1.97 Million
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
40,984
shares
|
$1.97 Million
0.73% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
40,856
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Added 184.47%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
40,532
shares
|
$1.95 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
40,508
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
40,472
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2024
Added 57.0%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
40,454
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
40,334
shares
|
$1.94 Million
0.79% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
40,311
shares
|
$1.94 Million
1.5% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
40,230
shares
|
$1.93 Million
0.29% of portfolio
|
Q2 2023
Added 65.12%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
40,222
shares
|
$1.93 Million
0.49% of portfolio
|
Q1 2025
Reduced 60.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
40,126
shares
|
$1.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.4%
|