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 2,533 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 $86.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
4,877
shares
|
$287,108
0.09% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
4,856
shares
|
$285,872
0.07% of portfolio
|
Q3 2024
Reduced 25.84%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
4,854
shares
|
$285,754
0.05% of portfolio
|
Q2 2024
Added 8.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,847
shares
|
$285,342
0.08% of portfolio
|
Q4 2021
Added 9.66%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
4,834
shares
|
$284,577
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
4,828
shares
|
$284,224
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,823
shares
|
$283,930
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
4,811
shares
|
$283,223
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
4,810
shares
|
$283,164
0.03% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,809
shares
|
$283,105
0.14% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,809
shares
|
$283,105
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,800
shares
|
$282,576
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,793
shares
|
$282,163
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,789
shares
|
$281,928
0.04% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
4,763
shares
|
$280,397
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$279,632
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,750
shares
|
$279,632
0.06% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
4,744
shares
|
$279,279
0.02% of portfolio
|
Q3 2024
Reduced 52.3%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
4,720
shares
|
$277,866
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,708
shares
|
$277,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,681
shares
|
$275,570
0.01% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,676
shares
|
$275,276
0.01% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
4,665
shares
|
$274,628
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,652
shares
|
$273,863
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
4,636
shares
|
$272,921
0.02% of portfolio
|
Q4 2023
Reduced 3.72%
|