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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
14,158
shares
|
$786,193
0.01% of portfolio
|
Q4 2024
Reduced 27.72%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,156
shares
|
$786,082
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
14,156
shares
|
$786,082
0.1% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
14,152
shares
|
$785,860
0.1% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,123
shares
|
$784,250
0.06% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
14,109
shares
|
$783,472
0.06% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
14,094
shares
|
$782,639
0.27% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
14,081
shares
|
$781,917
0.05% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
14,064
shares
|
$780,973
0.07% of portfolio
|
Q3 2024
Reduced 32.75%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
14,054
shares
|
$780,418
0.09% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
14,000
shares
|
$777,420
1.87% of portfolio
|
Q1 2021
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
13,964
shares
|
$775,420
0.2% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,963
shares
|
$775,365
0.03% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
13,950
shares
|
$774,643
0.09% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
13,926
shares
|
$773,310
0.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
13,883
shares
|
$770,922
0.03% of portfolio
|
Q3 2024
Added 45.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,865
shares
|
$769,923
0.03% of portfolio
|
Q3 2024
Added 21.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
13,843
shares
|
$768,701
0.11% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
13,767
shares
|
$764,481
0.05% of portfolio
|
Q2 2021
Reduced 1.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
13,700
shares
|
$760,761
0.09% of portfolio
|
Q4 2024
Reduced 39.31%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,677
shares
|
$759,483
0.14% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
13,658
shares
|
$758,428
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
13,581
shares
|
$754,152
0.23% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
13,550
shares
|
$752,431
0.55% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
13,544
shares
|
$752,098
0.35% of portfolio
|
Q1 2023
Added 6.12%
|