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 2,765 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $95.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
2,757
shares
|
$168,314
0.05% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$167,093
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
2,724
shares
|
$166,300
0.08% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$164,957
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$164,712
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
2,688
shares
|
$164,102
0.07% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,678
shares
|
$163,491
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,659
shares
|
$162,331
0.02% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,634
shares
|
$160,805
0.06% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$158,730
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,582
shares
|
$157,631
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$155,433
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
2,475
shares
|
$151,098
0.08% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,449
shares
|
$149,511
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$148,351
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,422
shares
|
$147,863
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,414
shares
|
$147,374
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,333
shares
|
$142,429
0.07% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,308
shares
|
$140,903
0.04% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,233
shares
|
$136,324
0.23% of portfolio
|
Q4 2024
Added 64.92%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,230
shares
|
$136,141
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$136,080
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,204
shares
|
$134,554
0.03% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$134,310
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,198
shares
|
$134,187
0.03% of portfolio
|
Q3 2024
Reduced 62.3%
|