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 2,568 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 $87.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
6,318
shares
|
$376,995
0.2% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
6,316
shares
|
$376,875
0.05% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,313
shares
|
$376,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,306
shares
|
$376,279
0.01% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,300
shares
|
$375,921
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,300
shares
|
$375,921
0.07% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Grace & White Inc
|
Oct 21, 2024 Q3 2024 |
6,293
shares
|
$375,503
0.07% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
6,285
shares
|
$375,025
0.24% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
6,282
shares
|
$374,846
0.01% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
6,281
shares
|
$374,787
0.14% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
6,279
shares
|
$374,667
0.05% of portfolio
|
Q4 2024
Reduced 66.9%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
6,269
shares
|
$374,071
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
6,252
shares
|
$373,056
0.11% of portfolio
|
Q4 2023
Reduced 13.79%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
6,250
shares
|
$372,937
0.03% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,239
shares
|
$372,281
0.16% of portfolio
|
Q2 2022
Reduced 33.9%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
6,236
shares
|
$372,102
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
6,235
shares
|
$372,042
0.15% of portfolio
|
Q3 2024
Reduced 33.21%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
6,228
shares
|
$371,624
0.88% of portfolio
|
Q2 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
6,221
shares
|
$371,207
0.09% of portfolio
|
Q3 2024
Reduced 47.23%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
6,220
shares
|
$371,147
0.03% of portfolio
|
Q2 2023
Reduced 1.58%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
6,219
shares
|
$371,087
0.06% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,201
shares
|
$370,013
0.1% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
6,200
shares
|
$369,954
0.26% of portfolio
|
Q2 2024
Reduced 33.13%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,170
shares
|
$368,163
0.07% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
6,168
shares
|
$368,044
0.04% of portfolio
|
Q3 2024
New holding
|