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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
5,673
shares
|
$338,507
0.02% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
5,672
shares
|
$338,448
0.01% of portfolio
|
Q3 2024
Reduced 62.68%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
5,665
shares
|
$338,030
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,663
shares
|
$337,911
0.03% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,653
shares
|
$337,314
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
5,645
shares
|
$336,837
0.01% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
5,645
shares
|
$336,837
0.03% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,643
shares
|
$336,717
0.06% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,632
shares
|
$336,061
0.08% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,615
shares
|
$335,047
0.17% of portfolio
|
Q2 2022
Added 13.09%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
5,606
shares
|
$334,510
0.11% of portfolio
|
Q1 2024
Reduced 17.41%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,600
shares
|
$334,152
0.07% of portfolio
|
Q4 2023
Reduced 41.05%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,566
shares
|
$332,123
0.03% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,561
shares
|
$331,824
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
5,551
shares
|
$331,228
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
5,546
shares
|
$330,929
0.15% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,540
shares
|
$330,571
0.07% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,527
shares
|
$329,796
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,521
shares
|
$329,438
0.02% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
5,516
shares
|
$329,139
0.04% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,515
shares
|
$329,080
0.04% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,514
shares
|
$329,020
0.03% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,514
shares
|
$329,020
0.1% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,500
shares
|
$328,185
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,499
shares
|
$328,125
0.02% of portfolio
|
Q3 2024
Reduced 37.43%
|