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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,444
shares
|
$546,618
0.17% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
9,441
shares
|
$546,445
0.27% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
9,428
shares
|
$545,692
0.06% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
9,423
shares
|
$545,403
0.04% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9,409
shares
|
$544,592
0.09% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,399
shares
|
$544,014
0.15% of portfolio
|
Q4 2024
Reduced 15.7%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
9,381
shares
|
$542,972
0.45% of portfolio
|
Q4 2024
Added 43.18%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
9,358
shares
|
$541,641
0.48% of portfolio
|
Q4 2024
Added 16034.48%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,296
shares
|
$538,052
0.04% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
9,283
shares
|
$537,300
0.3% of portfolio
|
Q4 2024
Added 13.15%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
9,272
shares
|
$536,663
0.25% of portfolio
|
Q2 2022
Added 0.6%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
9,230
shares
|
$534,232
0.37% of portfolio
|
Q1 2023
Added 20.31%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
9,226
shares
|
$534,000
0.16% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
9,213
shares
|
$533,248
0.07% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
9,211
shares
|
$533,132
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
9,195
shares
|
$532,206
0.05% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
9,195
shares
|
$532,206
0.22% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
9,169
shares
|
$530,701
0.12% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
9,132
shares
|
$528,560
0.13% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,121
shares
|
$527,923
0.45% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,090
shares
|
$526,129
0.07% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,088
shares
|
$526,013
0.02% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Feb 10, 2025 Q4 2024 |
9,076
shares
|
$525,318
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
9,050
shares
|
$523,814
0.02% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
9,034
shares
|
$522,887
0.17% of portfolio
|
Q4 2024
Reduced 97.9%
|