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 2,604 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 $87.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,827
shares
|
$409,278
0.18% of portfolio
|
Q1 2024
Reduced 64.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
6,823
shares
|
$409,038
0.01% of portfolio
|
Q3 2024
Added 4035.15%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
6,796
shares
|
$407,420
0.01% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
6,792
shares
|
$407,180
0.06% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
6,774
shares
|
$406,101
0.04% of portfolio
|
Q3 2024
Reduced 92.32%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
6,750
shares
|
$404,662
0.39% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
6,720
shares
|
$402,864
0.19% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
6,711
shares
|
$402,324
0.02% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
6,705
shares
|
$401,964
0.22% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
6,690
shares
|
$401,065
0.06% of portfolio
|
Q4 2023
Reduced 0.59%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
6,680
shares
|
$400,466
0.27% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
6,662
shares
|
$399,386
0.11% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
6,660
shares
|
$399,267
0.08% of portfolio
|
Q4 2023
Reduced 4.99%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
6,643
shares
|
$398,247
0.05% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
6,639
shares
|
$398,008
0.16% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
6,621
shares
|
$396,928
0.09% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
6,611
shares
|
$396,329
0.0% of portfolio
|
Q4 2024
Reduced 30.49%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
6,600
shares
|
$395,670
0.34% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,589
shares
|
$395,010
0.02% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
6,568
shares
|
$393,751
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
6,561
shares
|
$393,331
0.22% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
6,552
shares
|
$392,792
0.54% of portfolio
|
Q4 2022
New holding
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,550
shares
|
$392,672
0.05% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
6,535
shares
|
$391,773
0.1% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,535
shares
|
$391,773
0.04% of portfolio
|
Q4 2024
Added 1.79%
|