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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
9,000
shares
|
$511,650
0.18% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
8,995
shares
|
$511,365
0.31% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
8,953
shares
|
$508,978
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
8,926
shares
|
$507,443
0.05% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
8,913
shares
|
$506,704
0.28% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,903
shares
|
$506,135
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,891
shares
|
$505,453
0.11% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,878
shares
|
$504,714
0.13% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,870
shares
|
$504,259
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
8,855
shares
|
$503,406
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
8,844
shares
|
$502,781
0.18% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,840
shares
|
$502,554
0.14% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
8,822
shares
|
$501,530
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
8,802
shares
|
$500,393
0.3% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,767
shares
|
$498,403
0.01% of portfolio
|
Q4 2022
Reduced 32.5%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
8,748
shares
|
$497,323
0.17% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
8,737
shares
|
$496,698
0.03% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
8,720
shares
|
$495,732
0.04% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,711
shares
|
$495,220
0.27% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
8,687
shares
|
$493,855
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
8,658
shares
|
$492,207
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
8,656
shares
|
$492,093
0.2% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,653
shares
|
$491,923
0.23% of portfolio
|
Q3 2022
Added 42.48%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
8,649
shares
|
$491,695
0.02% of portfolio
|
Q4 2024
Added 98.42%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,639
shares
|
$491,127
0.02% of portfolio
|
Q4 2024
Reduced 3.36%
|