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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
10,485
shares
|
$606,871
0.05% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
10,484
shares
|
$606,813
0.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
10,464
shares
|
$605,656
0.43% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
10,432
shares
|
$603,804
0.28% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,405
shares
|
$602,241
0.2% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
10,394
shares
|
$601,604
0.03% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
10,375
shares
|
$600,505
0.18% of portfolio
|
Q1 2023
Added 4.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,368
shares
|
$600,099
0.03% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
10,331
shares
|
$597,958
0.38% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
10,310
shares
|
$596,742
0.26% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,309
shares
|
$596,684
0.33% of portfolio
|
Q4 2024
Reduced 74.55%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
10,269
shares
|
$594,369
1.02% of portfolio
|
Q4 2022
Reduced 9.16%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,266
shares
|
$594,196
0.3% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,254
shares
|
$593,501
0.09% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
10,235
shares
|
$592,401
0.14% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,205
shares
|
$590,665
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
10,192
shares
|
$589,912
0.1% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
10,186
shares
|
$589,565
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,177
shares
|
$589,044
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,154
shares
|
$587,713
0.02% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
10,132
shares
|
$586,440
0.23% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
10,110
shares
|
$585,166
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,101
shares
|
$584,645
0.09% of portfolio
|
Q1 2024
Added 62.5%
|
|
|
Paradigm Capital Management Inc
|
Nov 14, 2024 Q3 2024 |
10,100
shares
|
$584,588
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
10,097
shares
|
$584,414
0.28% of portfolio
|
Q4 2024
Reduced 1.46%
|