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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,796
shares
|
$646,342
0.16% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
13,788
shares
|
$645,967
0.2% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
13,771
shares
|
$645,171
0.02% of portfolio
|
Q1 2025
Added 84.92%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$644,983
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
13,725
shares
|
$643,016
0.6% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
13,685
shares
|
$641,142
0.1% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$639,877
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
13,630
shares
|
$638,565
0.29% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
13,577
shares
|
$636,082
0.07% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
13,558
shares
|
$635,192
0.24% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$634,536
0.35% of portfolio
|
Q1 2023
Added 6.12%
|
|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
13,526
shares
|
$633,693
0.02% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
13,523
shares
|
$633,552
0.14% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
13,432
shares
|
$629,289
0.18% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
13,383
shares
|
$626,993
0.12% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
13,381
shares
|
$626,899
0.16% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
13,357
shares
|
$625,775
0.12% of portfolio
|
Q1 2025
Reduced 31.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,305
shares
|
$623,339
0.07% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
13,287
shares
|
$622,495
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
13,257
shares
|
$621,090
0.08% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
13,249
shares
|
$620,715
0.08% of portfolio
|
Q1 2025
Reduced 88.37%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
13,230
shares
|
$619,825
0.26% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
13,207
shares
|
$618,747
0.01% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
13,206
shares
|
$618,701
0.26% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
13,152
shares
|
$616,171
0.7% of portfolio
|
Q1 2025
New holding
|