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 |
|---|---|---|---|---|---|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
9,490
shares
|
$539,506
0.12% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
9,485
shares
|
$539,222
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
9,444
shares
|
$536,891
0.05% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
9,441
shares
|
$536,720
0.27% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
9,428
shares
|
$535,981
0.06% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
9,423
shares
|
$535,697
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,409
shares
|
$534,901
0.09% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,401
shares
|
$534,446
0.05% of portfolio
|
Q3 2024
Reduced 62.2%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
9,338
shares
|
$530,865
0.06% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,296
shares
|
$528,477
0.04% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
9,291
shares
|
$528,193
0.39% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
9,283
shares
|
$527,738
0.3% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,272
shares
|
$527,113
0.25% of portfolio
|
Q2 2022
Added 0.6%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
9,230
shares
|
$524,725
0.37% of portfolio
|
Q1 2023
Added 20.31%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,226
shares
|
$524,498
0.16% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
9,211
shares
|
$523,645
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
9,195
shares
|
$522,735
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
9,195
shares
|
$522,735
0.22% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,169
shares
|
$521,257
0.12% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,167
shares
|
$521,143
0.04% of portfolio
|
Q3 2024
Added 15.11%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,090
shares
|
$516,766
0.07% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
9,090
shares
|
$516,766
0.12% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
9,076
shares
|
$515,970
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
9,050
shares
|
$514,492
0.02% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
9,034
shares
|
$513,582
0.17% of portfolio
|
Q4 2024
Reduced 97.9%
|