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 2,656 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $81.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
16,149
shares
|
$896,753
0.03% of portfolio
|
Q3 2024
Added 20.98%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
16,130
shares
|
$895,698
0.25% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
16,121
shares
|
$895,199
0.2% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,108
shares
|
$894,477
0.08% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
16,106
shares
|
$894,366
1.18% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
16,068
shares
|
$892,256
0.28% of portfolio
|
Q4 2024
Added 95.9%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
16,033
shares
|
$890,312
0.06% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
16,031
shares
|
$890,201
0.55% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
15,998
shares
|
$888,368
0.06% of portfolio
|
Q4 2024
Added 41.66%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
15,997
shares
|
$888,313
0.25% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
15,969
shares
|
$886,758
0.17% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,967
shares
|
$886,647
0.08% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,928
shares
|
$884,481
0.05% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
15,925
shares
|
$884,315
0.36% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
15,831
shares
|
$879,095
0.32% of portfolio
|
Q3 2024
Reduced 57.13%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
15,826
shares
|
$878,817
0.13% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,822
shares
|
$878,595
0.12% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,807
shares
|
$877,762
0.03% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
15,794
shares
|
$877,040
0.24% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,793
shares
|
$876,985
0.01% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,775
shares
|
$875,985
0.13% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
15,700
shares
|
$871,821
0.41% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
15,692
shares
|
$871,376
0.29% of portfolio
|
Q4 2024
Reduced 49.59%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,596
shares
|
$866,045
0.12% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,564
shares
|
$864,268
0.02% of portfolio
|
Q1 2024
Reduced 8.96%
|