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 2,751 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 $87.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,556
shares
|
$86,871
0.05% of portfolio
|
Q2 2024
Reduced 3.71%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,550
shares
|
$86,536
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
1,536
shares
|
$85,754
0.04% of portfolio
|
Q3 2024
Added 35.45%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,516
shares
|
$84,638
0.02% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,514
shares
|
$84,526
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,500
shares
|
$83,745
0.5% of portfolio
|
Q4 2021
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$83,745
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,490
shares
|
$83,186
0.03% of portfolio
|
Q4 2024
Reduced 96.31%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
1,486
shares
|
$82,963
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
1,463
shares
|
$81,679
0.01% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
1,450
shares
|
$80,953
0.06% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,443
shares
|
$80,562
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$80,171
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,415
shares
|
$78,999
0.01% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,411
shares
|
$78,776
0.16% of portfolio
|
Q3 2024
Added 2251.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,410
shares
|
$78,720
0.04% of portfolio
|
Q2 2024
Reduced 64.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$78,162
0.05% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,385
shares
|
$77,324
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,380
shares
|
$77,045
0.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,318
shares
|
$73,583
0.03% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,315
shares
|
$73,416
0.07% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,283
shares
|
$71,629
0.04% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,275
shares
|
$71,183
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,268
shares
|
$70,792
0.03% of portfolio
|
Q2 2024
Reduced 20.35%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,266
shares
|
$70,680
0.02% of portfolio
|
Q4 2024
Added 0.96%
|