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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
40,089
shares
|
$1.93 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
40,078
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
40,031
shares
|
$1.92 Million
0.12% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
39,909
shares
|
$1.92 Million
0.16% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
39,773
shares
|
$1.91 Million
2.07% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
39,681
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
39,658
shares
|
$1.91 Million
1.85% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
39,579
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
39,558
shares
|
$1.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
39,476
shares
|
$1.9 Million
0.41% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
39,408
shares
|
$1.89 Million
0.97% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
39,397
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
39,272
shares
|
$1.89 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
39,187
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
39,136
shares
|
$1.88 Million
1.22% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
39,126
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
38,872
shares
|
$1.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
38,818
shares
|
$1.87 Million
0.16% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
38,804
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Reduced 22.53%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
38,769
shares
|
$1.86 Million
0.04% of portfolio
|
Q1 2025
Reduced 79.17%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
38,715
shares
|
$1.86 Million
0.41% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,540
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2022
Added 187.46%
|
|
|
Virtus Family Office LLC
El Paso, TX |
May 12, 2025 Q1 2025 |
38,475
shares
|
$1.85 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
38,400
shares
|
$1.85 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.5%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
38,309
shares
|
$1.84 Million
0.17% of portfolio
|
Q1 2025
Added 3.27%
|