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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
27,050
shares
|
$1.51 Million
1.54% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
27,027
shares
|
$1.51 Million
0.19% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
26,938
shares
|
$1.5 Million
0.3% of portfolio
|
Q3 2023
Reduced 0.37%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
26,909
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
26,867
shares
|
$1.5 Million
1.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
26,853
shares
|
$1.5 Million
0.11% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
26,839
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 192.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
26,709
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
26,690
shares
|
$1.49 Million
1.22% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
26,601
shares
|
$1.49 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
26,505
shares
|
$1.48 Million
0.14% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
26,501
shares
|
$1.48 Million
1.45% of portfolio
|
Q4 2024
Added 35.35%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
26,450
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
26,443
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,437
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jensen Investment Management Inc
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
26,375
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2021
Reduced 2.94%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
26,262
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
26,262
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
26,162
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
26,157
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
26,152
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
26,148
shares
|
$1.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
26,103
shares
|
$1.46 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
26,089
shares
|
$1.46 Million
0.75% of portfolio
|
Q4 2024
Reduced 51.54%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
26,032
shares
|
$1.45 Million
0.96% of portfolio
|
Q4 2024
Added 77.33%
|