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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,682
shares
|
$648,701
0.1% of portfolio
|
Q4 2024
Added 37.99%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,647
shares
|
$646,757
0.05% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
11,639
shares
|
$646,313
0.04% of portfolio
|
Q4 2024
Added 152.8%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,598
shares
|
$644,036
0.5% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
11,577
shares
|
$642,870
0.24% of portfolio
|
Q4 2024
Reduced 23.15%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
11,540
shares
|
$640,816
0.33% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,512
shares
|
$639,261
0.06% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
11,496
shares
|
$638,372
0.27% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
11,422
shares
|
$634,263
0.01% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Keating Investment Counselors Inc
|
Jan 31, 2025 Q4 2024 |
11,417
shares
|
$633,986
0.28% of portfolio
|
Q4 2024
Added 30.38%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
11,410
shares
|
$633,597
0.05% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,406
shares
|
$633,375
0.09% of portfolio
|
Q3 2023
Added 7.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
11,376
shares
|
$631,709
0.35% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
11,371
shares
|
$631,431
0.17% of portfolio
|
Q2 2023
Reduced 1.31%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
11,371
shares
|
$631,431
0.33% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
11,353
shares
|
$630,432
0.14% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
11,350
shares
|
$630,265
0.44% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
11,342
shares
|
$629,821
0.24% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
11,321
shares
|
$628,655
0.04% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
11,317
shares
|
$628,433
0.0% of portfolio
|
Q3 2024
Reduced 67.59%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
11,315
shares
|
$628,321
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
11,307
shares
|
$627,877
0.06% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
11,296
shares
|
$627,266
0.25% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
11,262
shares
|
$625,378
0.02% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
11,257
shares
|
$625,101
0.01% of portfolio
|
Q4 2024
Added 92.2%
|