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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
37,070
shares
|
$1.74 Million
0.24% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
37,034
shares
|
$1.74 Million
0.16% of portfolio
|
Q1 2025
Added 632.04%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
37,030
shares
|
$1.74 Million
1.52% of portfolio
|
Q1 2025
Added 37.83%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
36,904
shares
|
$1.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
36,727
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
36,704
shares
|
$1.73 Million
0.33% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
36,696
shares
|
$1.72 Million
0.09% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
36,673
shares
|
$1.72 Million
0.51% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
36,634
shares
|
$1.72 Million
0.47% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
36,500
shares
|
$1.72 Million
1.49% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Apr 01, 2025 Q1 2025 |
36,450
shares
|
$1.71 Million
0.21% of portfolio
|
Q1 2023
Added 1.39%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
36,402
shares
|
$1.71 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
36,341
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
36,212
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
36,031
shares
|
$1.69 Million
0.09% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
35,921
shares
|
$1.69 Million
0.25% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
35,912
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Added 59.33%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
35,899
shares
|
$1.69 Million
0.54% of portfolio
|
Q1 2018
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
35,894
shares
|
$1.69 Million
0.16% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
35,845
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
35,844
shares
|
$1.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Hedges Asset Management LLC
|
Apr 24, 2025 Q1 2025 |
35,800
shares
|
$1.68 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
35,796
shares
|
$1.68 Million
0.13% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
35,648
shares
|
$1.68 Million
2.39% of portfolio
|
Q3 2022
Reduced 1.27%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
35,640
shares
|
$1.68 Million
0.4% of portfolio
|
Q1 2025
Added 36.25%
|