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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
9,806
shares
|
$557,471
0.07% of portfolio
|
Q4 2024
Reduced 69.86%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
9,800
shares
|
$557,130
0.11% of portfolio
|
Q4 2023
Reduced 4.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,790
shares
|
$556,561
0.28% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
9,787
shares
|
$556,390
0.06% of portfolio
|
Q1 2023
Reduced 53.97%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
9,753
shares
|
$554,458
0.26% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
9,751
shares
|
$554,344
0.04% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
9,746
shares
|
$554,060
0.01% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,720
shares
|
$552,582
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
9,703
shares
|
$551,615
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,676
shares
|
$550,080
0.06% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,658
shares
|
$549,057
0.1% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,641
shares
|
$548,090
0.03% of portfolio
|
Q4 2024
Added 84.87%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
9,631
shares
|
$547,522
0.01% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
9,618
shares
|
$546,783
0.38% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,615
shares
|
$546,612
0.06% of portfolio
|
Q1 2024
Reduced 18.26%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
9,592
shares
|
$545,305
0.06% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
9,579
shares
|
$544,566
0.04% of portfolio
|
Q3 2022
Added 8.09%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
9,575
shares
|
$544,338
0.23% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
9,540
shares
|
$542,349
0.08% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
9,540
shares
|
$542,349
0.19% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
9,530
shares
|
$541,780
0.04% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
9,510
shares
|
$540,643
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,505
shares
|
$540,359
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
9,498
shares
|
$539,961
0.42% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
9,493
shares
|
$539,677
0.01% of portfolio
|
Q4 2024
Reduced 13.22%
|