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 2,751 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $87.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
24,696
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.6%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
24,691
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
24,671
shares
|
$1.38 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
24,549
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
24,521
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2023
Added 1.19%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
24,505
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
24,482
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
24,408
shares
|
$1.36 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
24,393
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
24,385
shares
|
$1.36 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
24,347
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
24,305
shares
|
$1.36 Million
0.16% of portfolio
|
Q4 2022
Added 0.21%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
24,236
shares
|
$1.35 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
24,206
shares
|
$1.35 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
24,190
shares
|
$1.35 Million
0.44% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
24,180
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
24,110
shares
|
$1.35 Million
0.07% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
24,101
shares
|
$1.35 Million
0.15% of portfolio
|
Q4 2024
Added 13.82%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
24,059
shares
|
$1.34 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
24,038
shares
|
$1.34 Million
0.62% of portfolio
|
Q3 2023
Reduced 9.28%
|
|
|
Poplar Forest Capital LLC
|
Feb 05, 2025 Q4 2024 |
23,989
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2019
Reduced 0.96%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
23,958
shares
|
$1.34 Million
0.37% of portfolio
|
Q4 2024
Added 62.41%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
23,900
shares
|
$1.33 Million
0.4% of portfolio
|
Q4 2024
Reduced 55.44%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
23,897
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2022
Added 94.9%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
23,866
shares
|
$1.33 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.42%
|