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 |
|---|---|---|---|---|---|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,898
shares
|
$349,574
0.0% of portfolio
|
Q2 2024
Reduced 58.31%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,896
shares
|
$349,455
0.04% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,890
shares
|
$349,100
0.14% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
5,880
shares
|
$348,507
0.18% of portfolio
|
Q3 2024
Added 15.91%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
5,879
shares
|
$348,448
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
5,857
shares
|
$347,144
0.01% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,842
shares
|
$346,255
0.19% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
5,830
shares
|
$345,544
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,825
shares
|
$345,247
0.13% of portfolio
|
Q3 2023
Added 2.01%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,824
shares
|
$345,188
0.05% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
5,820
shares
|
$344,951
0.09% of portfolio
|
Q2 2024
Reduced 32.48%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
5,819
shares
|
$344,892
0.05% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
5,808
shares
|
$344,240
0.2% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
5,804
shares
|
$344,003
0.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
5,796
shares
|
$343,528
0.09% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
5,786
shares
|
$342,936
0.07% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
5,760
shares
|
$341,395
0.03% of portfolio
|
Q3 2024
Reduced 38.28%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
5,750
shares
|
$340,802
0.23% of portfolio
|
Q3 2024
Reduced 44.98%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
5,741
shares
|
$340,269
0.04% of portfolio
|
Q3 2024
Reduced 58.11%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
5,727
shares
|
$339,439
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
5,719
shares
|
$338,965
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
5,716
shares
|
$338,787
0.04% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
5,715
shares
|
$338,728
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
5,714
shares
|
$338,668
0.22% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
5,700
shares
|
$337,839
0.41% of portfolio
|
Q3 2024
New holding
|