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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
5,830
shares
|
$325,488
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,826
shares
|
$325,265
0.02% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$325,209
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$325,153
0.22% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,823
shares
|
$325,098
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
5,820
shares
|
$324,930
0.11% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
5,816
shares
|
$324,707
0.07% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,814
shares
|
$324,595
0.01% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,813
shares
|
$324,539
0.01% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
5,809
shares
|
$324,316
0.12% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
5,807
shares
|
$324,204
0.05% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,784
shares
|
$322,920
0.09% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
5,781
shares
|
$322,753
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
5,760
shares
|
$321,580
0.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
5,759
shares
|
$321,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
5,744
shares
|
$320,687
0.1% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
5,741
shares
|
$320,520
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,736
shares
|
$320,240
0.05% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
5,730
shares
|
$319,905
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,729
shares
|
$319,850
0.07% of portfolio
|
Q4 2024
Added 20.61%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
5,714
shares
|
$319,012
0.23% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,712
shares
|
$318,900
0.13% of portfolio
|
Q4 2024
Reduced 27.09%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
5,711
shares
|
$318,845
0.19% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5,707
shares
|
$318,621
0.06% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
5,697
shares
|
$318,063
0.04% of portfolio
|
Q4 2024
Added 23.96%
|