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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,031
shares
|
$522,714
0.03% of portfolio
|
Q4 2024
Added 32.23%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
9,029
shares
|
$522,598
0.11% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
9,010
shares
|
$521,498
0.04% of portfolio
|
Q2 2024
Added 2.85%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,010
shares
|
$521,498
0.17% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
9,000
shares
|
$520,920
0.08% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
9,000
shares
|
$520,920
0.18% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
8,995
shares
|
$520,630
0.31% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
8,953
shares
|
$518,199
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
8,926
shares
|
$516,636
0.05% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
8,913
shares
|
$515,884
0.28% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,903
shares
|
$515,305
0.1% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
8,891
shares
|
$514,611
0.11% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
8,890
shares
|
$514,553
0.14% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,878
shares
|
$513,858
0.13% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
8,844
shares
|
$511,890
0.18% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,840
shares
|
$511,659
0.14% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
8,822
shares
|
$510,617
0.12% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
8,808
shares
|
$509,807
0.13% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
8,802
shares
|
$509,459
0.3% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
8,767
shares
|
$507,433
0.01% of portfolio
|
Q4 2022
Reduced 32.5%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,767
shares
|
$507,433
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,725
shares
|
$505,003
0.13% of portfolio
|
Q4 2024
Reduced 54.35%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,724
shares
|
$504,945
0.01% of portfolio
|
Q4 2024
Added 46.65%
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
8,720
shares
|
$504,713
0.04% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
8,711
shares
|
$504,192
0.27% of portfolio
|
Q4 2024
Reduced 9.96%
|