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 2,536 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
15,165
shares
|
$898,829
0.07% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
15,139
shares
|
$897,288
0.22% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,128
shares
|
$896,636
0.07% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,087
shares
|
$894,206
0.02% of portfolio
|
Q3 2024
Reduced 78.52%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15,080
shares
|
$893,791
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
15,077
shares
|
$893,613
0.31% of portfolio
|
Q3 2024
Added 37.98%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
15,065
shares
|
$892,902
0.28% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
15,063
shares
|
$892,784
0.28% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
15,061
shares
|
$892,665
0.11% of portfolio
|
Q3 2024
Added 34.01%
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
15,000
shares
|
$889,050
0.32% of portfolio
|
Q3 2024
Reduced 55.95%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
14,977
shares
|
$887,686
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,968
shares
|
$887,153
0.05% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
14,920
shares
|
$884,308
0.05% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
14,915
shares
|
$884,012
0.47% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,884
shares
|
$882,174
0.21% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
14,870
shares
|
$881,344
0.2% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
14,826
shares
|
$878,737
0.22% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
14,817
shares
|
$878,203
0.18% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
14,793
shares
|
$876,781
0.03% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
14,777
shares
|
$875,832
0.25% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
14,768
shares
|
$875,299
0.05% of portfolio
|
Q3 2024
Added 534.09%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
14,763
shares
|
$875,003
0.24% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
14,752
shares
|
$874,351
0.29% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
14,746
shares
|
$873,995
0.23% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,734
shares
|
$873,284
0.06% of portfolio
|
Q3 2024
Added 73.75%
|