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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
175
shares
|
$9,770
0.0% of portfolio
|
Q3 2024
Added 75.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
171
shares
|
$9,546
0.0% of portfolio
|
Q3 2024
Reduced 95.15%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
170
shares
|
$9,491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
167
shares
|
$9,323
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
166
shares
|
$9,267
0.02% of portfolio
|
Q3 2024
Reduced 65.84%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
160
shares
|
$8,932
0.0% of portfolio
|
Q3 2024
Added 88.24%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
158
shares
|
$8,821
0.0% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
152
shares
|
$8,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
150
shares
|
$8,374
0.01% of portfolio
|
Q2 2022
Reduced 20.21%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
150
shares
|
$8,374
0.01% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
148
shares
|
$8,262
0.0% of portfolio
|
Q3 2024
Added 30.97%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
138
shares
|
$7,704
0.0% of portfolio
|
Q3 2024
Reduced 74.35%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
137
shares
|
$7,648
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
135
shares
|
$7,537
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
135
shares
|
$7,537
0.0% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
130
shares
|
$7,257
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
123
shares
|
$6,867
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
118
shares
|
$6,587
0.0% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
106
shares
|
$5,917
0.0% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
105
shares
|
$5,862
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
101
shares
|
$5,638
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
101
shares
|
$5,638
0.0% of portfolio
|
Q1 2024
Reduced 93.69%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
100
shares
|
$5,583
0.0% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$5,583
0.0% of portfolio
|
Q1 2023
Reduced 61.54%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
98
shares
|
$5,471
0.0% of portfolio
|
Q4 2023
Reduced 80.67%
|