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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$65,823
0.0% of portfolio
|
Q4 2023
Reduced 9.59%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,121
shares
|
$62,585
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
1,120
shares
|
$62,529
0.01% of portfolio
|
Q3 2023
Reduced 91.43%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$61,413
0.01% of portfolio
|
Q1 2023
Reduced 16.09%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
1,091
shares
|
$60,910
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,085
shares
|
$60,575
0.01% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
1,082
shares
|
$60,408
0.0% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,067
shares
|
$59,570
0.0% of portfolio
|
Q3 2024
Added 47.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,066
shares
|
$59,514
0.02% of portfolio
|
Q4 2023
Added 27.97%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
1,063
shares
|
$59,347
0.05% of portfolio
|
Q3 2023
Reduced 10.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
1,052
shares
|
$58,733
0.02% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
1,020
shares
|
$56,946
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,013
shares
|
$56,555
0.01% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,011
shares
|
$56,444
0.01% of portfolio
|
Q2 2024
Reduced 61.95%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,005
shares
|
$56,109
0.02% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,005
shares
|
$56,109
0.01% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
979
shares
|
$54,657
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
941
shares
|
$52,536
0.04% of portfolio
|
Q3 2023
Reduced 17.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
935
shares
|
$52,201
0.01% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
934
shares
|
$52,145
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
910
shares
|
$50,805
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
904
shares
|
$50,470
0.02% of portfolio
|
Q3 2023
Reduced 5.93%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
900
shares
|
$50,247
0.0% of portfolio
|
Q2 2024
Reduced 16.46%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
867
shares
|
$48,404
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
860
shares
|
$48,013
0.03% of portfolio
|
Q3 2024
Reduced 4.02%
|