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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,928
shares
|
$921,912
0.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
15,925
shares
|
$921,739
0.41% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
15,866
shares
|
$918,324
0.04% of portfolio
|
Q4 2024
Added 246.8%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
15,851
shares
|
$917,455
0.52% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
15,826
shares
|
$916,008
0.13% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,822
shares
|
$915,777
0.12% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,807
shares
|
$914,909
0.03% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
15,794
shares
|
$914,156
0.24% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,775
shares
|
$913,057
0.13% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
15,768
shares
|
$912,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
15,700
shares
|
$908,716
0.41% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
15,692
shares
|
$908,252
0.29% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,596
shares
|
$902,696
0.12% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,564
shares
|
$900,844
0.02% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
15,541
shares
|
$899,513
0.06% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
15,480
shares
|
$895,982
0.34% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,468
shares
|
$895,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
15,430
shares
|
$893,088
0.08% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,376
shares
|
$889,962
0.08% of portfolio
|
Q3 2022
Added 18.31%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,352
shares
|
$888,573
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,328
shares
|
$887,184
0.06% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
15,257
shares
|
$883,075
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
15,233
shares
|
$881,686
0.41% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,230
shares
|
$881,512
0.11% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,182
shares
|
$878,734
0.77% of portfolio
|
Q1 2022
Added 1.5%
|