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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,450
shares
|
$441,561
0.07% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
7,447
shares
|
$441,383
0.03% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,405
shares
|
$438,894
0.12% of portfolio
|
Q4 2022
Added 0.78%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
7,400
shares
|
$438,598
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
7,382
shares
|
$437,531
0.04% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
7,379
shares
|
$437,353
0.06% of portfolio
|
Q3 2024
Reduced 23.1%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
7,359
shares
|
$436,167
0.07% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
7,350
shares
|
$435,634
0.35% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
7,306
shares
|
$433,026
0.07% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,289
shares
|
$432,019
0.1% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
7,289
shares
|
$432,019
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
7,277
shares
|
$431,307
0.03% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
7,272
shares
|
$431,011
0.02% of portfolio
|
Q4 2023
Reduced 33.28%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
7,251
shares
|
$429,766
0.2% of portfolio
|
Q3 2024
Reduced 17.72%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
7,249
shares
|
$429,648
0.17% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
7,224
shares
|
$428,166
0.08% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
7,215
shares
|
$427,633
0.27% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
7,210
shares
|
$427,336
0.06% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
7,200
shares
|
$426,744
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
7,189
shares
|
$426,092
0.02% of portfolio
|
Q3 2020
Reduced 13.51%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
7,175
shares
|
$425,262
0.35% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,175
shares
|
$425,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
7,173
shares
|
$425,143
0.07% of portfolio
|
Q3 2022
Added 0.73%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
7,172
shares
|
$425,084
0.29% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
7,170
shares
|
$424,965
0.08% of portfolio
|
Q2 2024
Reduced 1.38%
|