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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
15,480
shares
|
$859,604
0.34% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
15,432
shares
|
$856,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,376
shares
|
$853,829
0.08% of portfolio
|
Q3 2022
Added 18.31%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,352
shares
|
$852,496
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,328
shares
|
$851,163
0.06% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Main Street Research LLC
Sausalito, CA |
Feb 07, 2025 Q4 2024 |
15,257
shares
|
$847,221
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
15,233
shares
|
$845,888
0.41% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
15,232
shares
|
$845,832
0.07% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,230
shares
|
$845,721
0.11% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,182
shares
|
$843,056
0.77% of portfolio
|
Q1 2022
Added 1.5%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
15,156
shares
|
$841,612
0.3% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
15,139
shares
|
$840,668
0.22% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,128
shares
|
$840,057
0.07% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,061
shares
|
$836,337
0.31% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,024
shares
|
$834,282
0.06% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
15,000
shares
|
$832,950
0.32% of portfolio
|
Q3 2024
Reduced 55.95%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
14,980
shares
|
$831,839
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,965
shares
|
$831,006
0.08% of portfolio
|
Q4 2024
Added 51.47%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
14,915
shares
|
$828,229
0.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
14,903
shares
|
$827,563
0.28% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,890
shares
|
$826,841
0.08% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,884
shares
|
$826,508
0.21% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
14,870
shares
|
$825,731
0.2% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,852
shares
|
$824,731
0.33% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
14,819
shares
|
$822,899
0.24% of portfolio
|
Q4 2024
Added 90.23%
|