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 |
|---|---|---|---|---|---|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
24,953
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
24,933
shares
|
$1.17 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
24,925
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
24,826
shares
|
$1.16 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
24,790
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Added 115.34%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
24,763
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
24,696
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
24,671
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
24,408
shares
|
$1.14 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
24,328
shares
|
$1.14 Million
0.52% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
24,305
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
24,238
shares
|
$1.14 Million
0.61% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
24,205
shares
|
$1.13 Million
0.28% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
24,090
shares
|
$1.13 Million
1.25% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
24,065
shares
|
$1.13 Million
0.15% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
24,038
shares
|
$1.13 Million
0.62% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
23,989
shares
|
$1.12 Million
0.26% of portfolio
|
Q4 2019
Reduced 0.96%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
23,952
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
23,900
shares
|
$1.12 Million
0.41% of portfolio
|
Q4 2024
Reduced 55.44%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
23,897
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2022
Added 94.9%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
23,893
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
23,866
shares
|
$1.12 Million
0.85% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23,834
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
23,809
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
23,702
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.65%
|