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 |
|---|---|---|---|---|---|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
28,500
shares
|
$1.59 Million
0.38% of portfolio
|
Q3 2023
Reduced 39.87%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
28,498
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Added 123.9%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
28,498
shares
|
$1.59 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
28,473
shares
|
$1.59 Million
0.44% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
28,340
shares
|
$1.58 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
28,122
shares
|
$1.57 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$1.56 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
27,887
shares
|
$1.56 Million
1.33% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
27,867
shares
|
$1.56 Million
1.31% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
27,807
shares
|
$1.55 Million
1.12% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
27,801
shares
|
$1.55 Million
0.54% of portfolio
|
Q4 2024
Added 57.11%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
27,766
shares
|
$1.55 Million
0.76% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
27,666
shares
|
$1.54 Million
0.04% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
27,636
shares
|
$1.54 Million
0.13% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
27,612
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
27,610
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2022
Reduced 10.45%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
27,593
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
27,510
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
27,497
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
27,448
shares
|
$1.53 Million
1.41% of portfolio
|
Q2 2022
Reduced 5.67%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
27,417
shares
|
$1.53 Million
0.81% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
27,356
shares
|
$1.53 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
27,338
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
27,060
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
27,054
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 39.09%
|