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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
38,540
shares
|
$1.81 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
|
$1.81 Million
3.04% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
38,400
shares
|
$1.8 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
|
$1.8 Million
0.17% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
38,225
shares
|
$1.8 Million
0.15% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
38,200
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
38,190
shares
|
$1.79 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
38,139
shares
|
$1.79 Million
0.45% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
37,972
shares
|
$1.78 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
37,913
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
37,894
shares
|
$1.78 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
37,809
shares
|
$1.78 Million
1.74% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
37,806
shares
|
$1.78 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
37,776
shares
|
$1.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
37,683
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
37,513
shares
|
$1.76 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
37,513
shares
|
$1.76 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
37,500
shares
|
$1.76 Million
0.5% of portfolio
|
Q1 2025
Added 247.38%
|
|
|
Udine Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
37,328
shares
|
$1.75 Million
1.55% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Enhancing Capital LLC
|
May 12, 2025 Q1 2025 |
37,300
shares
|
$1.75 Million
1.82% of portfolio
|
Q4 2021
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
37,194
shares
|
$1.75 Million
0.18% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
37,138
shares
|
$1.75 Million
0.92% of portfolio
|
Q1 2025
Added 103.98%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,100
shares
|
$1.74 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
37,088
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Reduced 87.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
37,078
shares
|
$1.74 Million
0.15% of portfolio
|
Q1 2025
Added 0.32%
|