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 2,639 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $83.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
10,570
shares
|
$600,904
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
10,535
shares
|
$598,914
0.13% of portfolio
|
Q4 2020
Added 46.25%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
10,528
shares
|
$598,516
0.07% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
10,527
shares
|
$598,459
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,491
shares
|
$596,413
0.0% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
10,488
shares
|
$596,242
0.08% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,487
shares
|
$596,185
0.03% of portfolio
|
Q4 2024
Added 29.55%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
10,484
shares
|
$596,015
0.28% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
10,464
shares
|
$594,878
0.37% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
10,424
shares
|
$592,604
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,405
shares
|
$591,524
0.2% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
10,375
shares
|
$589,818
0.18% of portfolio
|
Q1 2023
Added 4.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,368
shares
|
$589,420
0.03% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
10,331
shares
|
$587,317
0.38% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
10,310
shares
|
$586,123
0.26% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
10,309
shares
|
$586,066
0.33% of portfolio
|
Q4 2024
Reduced 74.55%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,308
shares
|
$586,009
0.04% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
10,292
shares
|
$585,100
0.09% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
10,269
shares
|
$583,792
1.02% of portfolio
|
Q4 2022
Reduced 9.16%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,266
shares
|
$583,622
0.3% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,254
shares
|
$582,939
0.09% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
10,239
shares
|
$582,087
0.07% of portfolio
|
Q3 2024
Added 296.05%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
10,235
shares
|
$581,859
0.14% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
10,187
shares
|
$579,130
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
10,154
shares
|
$577,254
0.02% of portfolio
|
Q4 2024
Reduced 2.52%
|