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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
12,145
shares
|
$702,952
0.35% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
12,121
shares
|
$701,563
0.25% of portfolio
|
Q4 2024
Added 86.65%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
12,109
shares
|
$700,868
0.24% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
12,042
shares
|
$696,990
0.14% of portfolio
|
Q4 2024
Added 24.68%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
12,038
shares
|
$696,759
0.04% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
12,034
shares
|
$696,527
0.06% of portfolio
|
Q4 2022
Reduced 6.6%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
12,025
shares
|
$696,007
0.03% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
12,005
shares
|
$694,849
0.04% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
11,980
shares
|
$693,402
0.03% of portfolio
|
Q1 2023
Added 21.8%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,964
shares
|
$692,476
0.48% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,879
shares
|
$687,556
0.03% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,844
shares
|
$685,530
0.03% of portfolio
|
Q4 2024
Added 153.29%
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
11,817
shares
|
$683,967
0.14% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
11,808
shares
|
$683,447
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
11,795
shares
|
$682,694
0.03% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,791
shares
|
$682,463
0.09% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
11,773
shares
|
$681,421
0.66% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
11,728
shares
|
$678,816
0.05% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
11,723
shares
|
$678,527
0.06% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
11,700
shares
|
$677,196
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
11,683
shares
|
$676,212
0.1% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,682
shares
|
$676,154
0.1% of portfolio
|
Q4 2024
Added 37.99%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
11,680
shares
|
$676,038
0.04% of portfolio
|
Q4 2024
Reduced 57.32%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
11,639
shares
|
$673,665
0.04% of portfolio
|
Q4 2024
Added 152.8%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
11,593
shares
|
$671,002
0.31% of portfolio
|
Q4 2024
Added 0.84%
|