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 $74.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
28,710
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
28,637
shares
|
$1.34 Million
0.86% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
28,604
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
28,565
shares
|
$1.34 Million
0.5% of portfolio
|
Q1 2025
Added 43.73%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
28,541
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
28,500
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2023
Reduced 39.87%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
28,423
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2025
Added 52.32%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
28,285
shares
|
$1.33 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
28,225
shares
|
$1.32 Million
1.46% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
28,122
shares
|
$1.32 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
28,033
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
28,000
shares
|
$1.31 Million
0.4% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
28,000
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
27,986
shares
|
$1.31 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,915
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 67.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
27,807
shares
|
$1.3 Million
1.23% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
27,775
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
27,640
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
27,612
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
27,610
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
27,575
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
27,572
shares
|
$1.29 Million
0.79% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
27,541
shares
|
$1.29 Million
0.35% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
27,539
shares
|
$1.29 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27,448
shares
|
$1.29 Million
1.41% of portfolio
|
Q2 2022
Reduced 5.67%
|