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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
39,019
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
39,008
shares
|
$2.18 Million
0.11% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
38,857
shares
|
$2.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Feb 11, 2025 Q4 2024 |
38,799
shares
|
$2.17 Million
2.77% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
38,789
shares
|
$2.17 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
38,756
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
38,719
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
38,715
shares
|
$2.16 Million
0.41% of portfolio
|
Q2 2022
Reduced 2.24%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,540
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2022
Added 187.46%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
38,439
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Thornburg Investment Management Inc
|
Feb 13, 2025 Q4 2024 |
38,400
shares
|
$2.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 44.5%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
38,235
shares
|
$2.13 Million
0.3% of portfolio
|
Q4 2024
Reduced 28.81%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Feb 14, 2025 Q4 2024 |
38,113
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
37,972
shares
|
$2.12 Million
0.43% of portfolio
|
Q4 2024
Added 68.14%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
37,771
shares
|
$2.11 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
37,764
shares
|
$2.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
37,726
shares
|
$2.11 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
37,373
shares
|
$2.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 98.4%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
37,339
shares
|
$2.08 Million
0.02% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
37,313
shares
|
$2.08 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
37,300
shares
|
$2.08 Million
1.61% of portfolio
|
Q4 2021
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
37,190
shares
|
$2.08 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
37,096
shares
|
$2.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
36,958
shares
|
$2.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Hedges Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
36,600
shares
|
$2.04 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.35%
|