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 |
|---|---|---|---|---|---|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
22,204
shares
|
$1.24 Million
0.28% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,198
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
22,055
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,937
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 53.32%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
21,925
shares
|
$1.22 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
21,915
shares
|
$1.22 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
21,900
shares
|
$1.22 Million
1.92% of portfolio
|
Q3 2022
Added 25.86%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
21,843
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Added 22.7%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
21,795
shares
|
$1.22 Million
0.21% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
21,767
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
21,754
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
21,685
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,671
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
21,660
shares
|
$1.21 Million
0.42% of portfolio
|
Q3 2022
Reduced 6.1%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,642
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
21,626
shares
|
$1.21 Million
0.57% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
21,590
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
21,476
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
21,454
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Added 155.89%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
21,422
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 78.56%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
21,347
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
21,309
shares
|
$1.19 Million
0.19% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
21,210
shares
|
$1.18 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
21,208
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
21,164
shares
|
$1.18 Million
0.64% of portfolio
|
Q4 2024
Added 1.05%
|