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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
5,857
shares
|
$349,487
0.01% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,842
shares
|
$348,592
0.19% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,826
shares
|
$347,637
0.02% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$347,577
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,824
shares
|
$347,518
0.05% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$347,518
0.22% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,823
shares
|
$347,458
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
5,820
shares
|
$347,279
0.11% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
5,819
shares
|
$347,219
0.05% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,816
shares
|
$347,040
0.07% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
5,809
shares
|
$346,623
0.12% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
5,808
shares
|
$346,563
0.2% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,804
shares
|
$346,324
0.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
5,796
shares
|
$345,847
0.09% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,741
shares
|
$342,565
0.04% of portfolio
|
Q3 2024
Reduced 58.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
5,730
shares
|
$341,909
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
5,727
shares
|
$341,730
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
5,719
shares
|
$341,252
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
5,715
shares
|
$341,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
5,714
shares
|
$340,954
0.23% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,712
shares
|
$340,835
0.13% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,697
shares
|
$339,939
0.04% of portfolio
|
Q4 2024
Added 23.96%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,696
shares
|
$339,880
0.08% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
5,685
shares
|
$339,223
0.03% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
5,676
shares
|
$338,686
0.1% of portfolio
|
Q4 2024
Added 0.44%
|