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 |
|---|---|---|---|---|---|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
33,259
shares
|
$1.86 Million
0.53% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
33,250
shares
|
$1.86 Million
0.69% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
33,177
shares
|
$1.85 Million
0.51% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
33,155
shares
|
$1.85 Million
1.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
32,842
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
32,793
shares
|
$1.83 Million
0.31% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
32,738
shares
|
$1.83 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
32,670
shares
|
$1.82 Million
0.47% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
32,615
shares
|
$1.82 Million
0.18% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
32,597
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
32,544
shares
|
$1.82 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
32,530
shares
|
$1.82 Million
0.88% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
32,453
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
32,449
shares
|
$1.81 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
32,399
shares
|
$1.81 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
32,358
shares
|
$1.81 Million
0.87% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
32,331
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
32,099
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2024
Added 139.96%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
31,987
shares
|
$1.79 Million
0.39% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
31,940
shares
|
$1.78 Million
0.17% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
31,848
shares
|
$1.78 Million
0.32% of portfolio
|
Q4 2024
Added 493.96%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
31,843
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
31,791
shares
|
$1.77 Million
0.18% of portfolio
|
Q4 2024
Added 38.84%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Feb 12, 2025 Q4 2024 |
31,782
shares
|
$1.77 Million
0.69% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
31,718
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 66.5%
|