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 2,536 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 $81.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,890
shares
|
$217,178
0.02% of portfolio
|
Q3 2024
Reduced 23.58%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
3,882
shares
|
$216,732
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
3,875
shares
|
$216,341
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,812
shares
|
$212,823
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,811
shares
|
$212,768
0.07% of portfolio
|
Q1 2024
Reduced 76.16%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
3,808
shares
|
$212,600
0.38% of portfolio
|
Q3 2023
Added 7.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,791
shares
|
$211,651
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
3,708
shares
|
$207,017
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,646
shares
|
$203,556
0.05% of portfolio
|
Q2 2022
Added 0.74%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
3,575
shares
|
$199,592
0.01% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,570
shares
|
$199,313
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,538
shares
|
$197,526
0.16% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,532
shares
|
$197,191
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,531
shares
|
$197,135
0.01% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,490
shares
|
$194,846
0.07% of portfolio
|
Q2 2023
Added 139.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,457
shares
|
$193,004
0.03% of portfolio
|
Q2 2024
Reduced 13.47%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,438
shares
|
$191,943
0.02% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,384
shares
|
$188,928
0.05% of portfolio
|
Q1 2022
Reduced 5.63%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
3,372
shares
|
$188,258
0.15% of portfolio
|
Q3 2024
Reduced 27.26%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
3,339
shares
|
$186,416
0.06% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
3,335
shares
|
$186,193
0.02% of portfolio
|
Q3 2024
Added 64.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,208
shares
|
$179,102
0.01% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
3,200
shares
|
$178,656
0.06% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,200
shares
|
$178,656
0.03% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,195
shares
|
$178,376
0.17% of portfolio
|
Q1 2023
Added 0.79%
|