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 |
|---|---|---|---|---|---|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
14,777
shares
|
$820,566
0.27% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
14,768
shares
|
$820,067
0.05% of portfolio
|
Q3 2024
Added 534.09%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
14,746
shares
|
$818,845
0.23% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,732
shares
|
$818,067
0.3% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,722
shares
|
$817,512
0.04% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
14,707
shares
|
$816,679
1.03% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
14,680
shares
|
$815,180
0.53% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
14,672
shares
|
$814,736
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,668
shares
|
$814,514
0.39% of portfolio
|
Q1 2024
Reduced 24.63%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,595
shares
|
$810,460
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
14,547
shares
|
$807,794
0.25% of portfolio
|
Q1 2023
Reduced 41.11%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
14,539
shares
|
$807,350
0.21% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
14,537
shares
|
$807,239
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
14,491
shares
|
$804,685
0.74% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,487
shares
|
$804,463
0.07% of portfolio
|
Q4 2024
Added 124.74%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
14,440
shares
|
$801,853
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
14,387
shares
|
$798,910
0.29% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,382
shares
|
$798,632
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
14,378
shares
|
$798,410
0.34% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
14,350
shares
|
$796,855
0.14% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,322
shares
|
$795,300
0.06% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
14,316
shares
|
$794,967
0.29% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
14,281
shares
|
$793,023
0.23% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
14,222
shares
|
$789,747
0.19% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
14,161
shares
|
$786,360
0.33% of portfolio
|
Q1 2024
Added 2.71%
|