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 |
|---|---|---|---|---|---|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
40,956
shares
|
$2.29 Million
0.51% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
40,689
shares
|
$2.27 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
40,554
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 83.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
40,553
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
40,518
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
40,500
shares
|
$2.26 Million
0.6% of portfolio
|
Q4 2024
Added 32.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
40,472
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2024
Added 57.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
40,232
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 32.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
40,230
shares
|
$2.25 Million
0.29% of portfolio
|
Q2 2023
Added 65.12%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
40,221
shares
|
$2.25 Million
0.81% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
40,089
shares
|
$2.24 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
39,937
shares
|
$2.23 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
39,820
shares
|
$2.22 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,808
shares
|
$2.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.36%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
39,658
shares
|
$2.21 Million
1.71% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
39,579
shares
|
$2.21 Million
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
39,555
shares
|
$2.21 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
39,439
shares
|
$2.2 Million
0.88% of portfolio
|
Q4 2024
Reduced 7.16%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
39,408
shares
|
$2.2 Million
0.9% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
39,400
shares
|
$2.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
39,397
shares
|
$2.2 Million
0.04% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
39,389
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Added 65.2%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
39,254
shares
|
$2.19 Million
0.7% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
39,226
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
39,171
shares
|
$2.19 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.25%
|