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 2,752 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 $90.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
15,156
shares
|
$877,229
0.3% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
15,146
shares
|
$876,650
0.22% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
15,126
shares
|
$875,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,061
shares
|
$871,730
0.31% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
15,024
shares
|
$869,589
0.06% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
14,980
shares
|
$867,042
0.1% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
14,965
shares
|
$866,174
0.08% of portfolio
|
Q4 2024
Added 51.47%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
14,915
shares
|
$863,280
0.52% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
14,903
shares
|
$862,585
0.28% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
14,890
shares
|
$861,833
0.08% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
14,869
shares
|
$860,617
0.05% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
14,852
shares
|
$859,633
0.33% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
14,819
shares
|
$857,723
0.24% of portfolio
|
Q4 2024
Added 90.23%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
14,777
shares
|
$855,292
0.27% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
14,754
shares
|
$853,961
0.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
14,748
shares
|
$853,614
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
14,722
shares
|
$852,109
0.04% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
14,707
shares
|
$851,241
1.03% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
14,672
shares
|
$849,215
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
14,672
shares
|
$849,215
0.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,668
shares
|
$848,983
0.39% of portfolio
|
Q1 2024
Reduced 24.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
14,630
shares
|
$846,784
0.08% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
14,624
shares
|
$846,437
0.7% of portfolio
|
Q4 2024
Reduced 19.61%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
14,595
shares
|
$844,758
0.06% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
14,547
shares
|
$841,980
0.25% of portfolio
|
Q1 2023
Reduced 41.11%
|