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 |
|---|---|---|---|---|---|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
5,527
shares
|
$308,572
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
5,516
shares
|
$307,958
0.04% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
5,512
shares
|
$307,734
0.12% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
5,512
shares
|
$307,734
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
5,478
shares
|
$305,836
0.08% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
5,473
shares
|
$305,557
0.13% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
5,470
shares
|
$305,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
5,463
shares
|
$304,999
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
5,462
shares
|
$304,943
0.05% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
5,457
shares
|
$304,664
0.04% of portfolio
|
Q4 2024
Added 30.24%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
5,452
shares
|
$304,385
0.04% of portfolio
|
Q4 2024
Reduced 32.54%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
5,449
shares
|
$304,217
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,437
shares
|
$303,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
5,436
shares
|
$303,491
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
5,419
shares
|
$302,542
0.04% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
5,380
shares
|
$300,365
0.05% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,373
shares
|
$299,974
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
5,372
shares
|
$299,918
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
5,367
shares
|
$299,639
0.29% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,328
shares
|
$297,462
0.04% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,324
shares
|
$297,238
0.05% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,314
shares
|
$296,680
0.18% of portfolio
|
Q4 2024
Added 21.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
5,302
shares
|
$296,010
0.01% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,295
shares
|
$295,619
0.03% of portfolio
|
Q4 2024
Added 30.64%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Feb 13, 2025 Q4 2024 |
5,286
shares
|
$295,117
0.23% of portfolio
|
Q4 2024
Added 0.15%
|