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 2,752 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $90.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
18,301
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
18,207
shares
|
$1.05 Million
0.57% of portfolio
|
Q4 2024
Reduced 39.99%
|
|
|
American Trust Investment Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,196
shares
|
$1.05 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
18,137
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,101
shares
|
$1.05 Million
0.45% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
18,060
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
18,030
shares
|
$1.04 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
18,003
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
17,972
shares
|
$1.04 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
17,968
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
17,900
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,874
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.74%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
17,849
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
17,821
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
17,820
shares
|
$1.03 Million
0.85% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
17,806
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 51.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
17,763
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
17,743
shares
|
$1.03 Million
0.64% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
17,656
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2024
Added 90.48%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
17,647
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
17,624
shares
|
$1.02 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
17,541
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17,506
shares
|
$1.01 Million
0.13% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
17,501
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 23.63%
|