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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
6,013
shares
|
$358,795
0.09% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
6,011
shares
|
$358,676
0.26% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
6,005
shares
|
$358,318
0.06% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
5,999
shares
|
$357,960
0.14% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,987
shares
|
$357,244
0.66% of portfolio
|
Q4 2022
Added 9.89%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
5,985
shares
|
$357,124
0.12% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
5,984
shares
|
$357,065
0.2% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,983
shares
|
$357,005
0.02% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
5,976
shares
|
$356,587
0.02% of portfolio
|
Q3 2024
Added 19.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,972
shares
|
$356,349
0.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
5,971
shares
|
$356,289
0.2% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
5,956
shares
|
$355,394
0.08% of portfolio
|
Q3 2022
Reduced 7.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
5,949
shares
|
$354,976
0.01% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
5,945
shares
|
$354,738
0.25% of portfolio
|
Q1 2024
Added 37.33%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,940
shares
|
$354,439
0.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,934
shares
|
$354,081
0.01% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
5,924
shares
|
$353,485
0.06% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
5,922
shares
|
$353,365
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,913
shares
|
$352,828
0.01% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
5,908
shares
|
$352,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
5,902
shares
|
$352,172
0.1% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
5,900
shares
|
$352,053
0.03% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,898
shares
|
$351,933
0.0% of portfolio
|
Q2 2024
Reduced 58.31%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,896
shares
|
$351,814
0.04% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,879
shares
|
$350,799
0.12% of portfolio
|
Q3 2024
New holding
|