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 |
|---|---|---|---|---|---|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
31,660
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
31,585
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
31,409
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2023
Reduced 4.14%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
31,359
shares
|
$1.75 Million
1.36% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
31,208
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
31,142
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
31,097
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
31,059
shares
|
$1.73 Million
1.36% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
30,879
shares
|
$1.72 Million
1.36% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
30,859
shares
|
$1.72 Million
1.22% of portfolio
|
Q4 2024
Added 39.03%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
30,849
shares
|
$1.72 Million
0.58% of portfolio
|
Q4 2022
Added 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
30,779
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
30,655
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
30,579
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
30,571
shares
|
$1.71 Million
0.18% of portfolio
|
Q4 2024
Added 672.19%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
30,442
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
30,397
shares
|
$1.7 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
30,370
shares
|
$1.7 Million
0.05% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
30,177
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
30,094
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
30,068
shares
|
$1.68 Million
1.16% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
30,000
shares
|
$1.67 Million
0.48% of portfolio
|
Q3 2024
Added 52531.58%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$1.67 Million
1.14% of portfolio
|
Q2 2020
Added 1600.68%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
30,000
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
29,953
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2024
Added 0.95%
|