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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,653
shares
|
$512,863
0.21% of portfolio
|
Q3 2022
Added 42.48%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
8,583
shares
|
$508,714
0.15% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
8,582
shares
|
$508,655
0.02% of portfolio
|
Q3 2024
Reduced 30.13%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
8,581
shares
|
$508,595
0.27% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
8,559
shares
|
$507,291
0.23% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
8,545
shares
|
$506,462
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
8,528
shares
|
$505,454
0.49% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
8,512
shares
|
$504,506
0.06% of portfolio
|
Q3 2024
Reduced 32.94%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,476
shares
|
$502,372
0.26% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
8,475
shares
|
$502,313
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
8,466
shares
|
$501,779
0.07% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
8,460
shares
|
$501,424
0.15% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
8,440
shares
|
$500,238
0.14% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,417
shares
|
$498,875
0.12% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
8,384
shares
|
$496,919
0.05% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
8,382
shares
|
$496,801
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,357
shares
|
$495,319
0.24% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
8,355
shares
|
$495,200
0.01% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,247
shares
|
$488,799
0.23% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
8,222
shares
|
$487,317
0.28% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
8,214
shares
|
$486,843
0.2% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
8,211
shares
|
$486,665
0.46% of portfolio
|
Q4 2023
Reduced 27.58%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
8,204
shares
|
$486,251
0.24% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
8,202
shares
|
$486,132
0.14% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
8,179
shares
|
$484,769
0.06% of portfolio
|
Q3 2024
Reduced 8.02%
|