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 |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
34,047
shares
|
$1.6 Million
0.29% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,957
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 70.54%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
33,869
shares
|
$1.59 Million
0.37% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
33,843
shares
|
$1.59 Million
0.2% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
33,842
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
33,806
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
33,803
shares
|
$1.59 Million
0.05% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
33,737
shares
|
$1.59 Million
1.12% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
33,625
shares
|
$1.58 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
33,522
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2024
Reduced 33.77%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
33,476
shares
|
$1.57 Million
0.32% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
33,292
shares
|
$1.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
33,290
shares
|
$1.56 Million
0.9% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
33,260
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
33,259
shares
|
$1.56 Million
0.53% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
33,250
shares
|
$1.56 Million
0.77% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
33,199
shares
|
$1.56 Million
0.33% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
33,188
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
33,158
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
33,139
shares
|
$1.56 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
33,038
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
32,818
shares
|
$1.54 Million
0.49% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
32,777
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
32,748
shares
|
$1.54 Million
0.07% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
32,722
shares
|
$1.54 Million
0.79% of portfolio
|
Q1 2025
Added 0.84%
|