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 $85.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,436
shares
|
$83,618
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,411
shares
|
$82,162
0.16% of portfolio
|
Q3 2024
Added 2251.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,410
shares
|
$82,104
0.04% of portfolio
|
Q2 2024
Reduced 64.44%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$81,522
0.04% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,380
shares
|
$80,357
0.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,375
shares
|
$80,066
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,354
shares
|
$78,843
0.06% of portfolio
|
Q3 2024
Added 24.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,315
shares
|
$76,572
0.07% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,283
shares
|
$74,709
0.04% of portfolio
|
Q1 2023
Added 1.99%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,272
shares
|
$74,068
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,268
shares
|
$73,835
0.03% of portfolio
|
Q2 2024
Reduced 20.35%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$73,369
0.03% of portfolio
|
Q3 2024
Added 296.23%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,254
shares
|
$73,020
0.02% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,218
shares
|
$70,924
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,209
shares
|
$70,400
0.01% of portfolio
|
Q4 2023
Reduced 40.5%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,201
shares
|
$69,934
0.02% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,200
shares
|
$69,876
0.04% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
1,200
shares
|
$69,876
0.0% of portfolio
|
Q2 2024
Reduced 39.55%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,200
shares
|
$69,876
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,194
shares
|
$69,526
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,188
shares
|
$69,177
0.02% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,179
shares
|
$68,653
0.0% of portfolio
|
Q4 2023
Reduced 9.59%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
1,121
shares
|
$65,275
0.03% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
1,120
shares
|
$65,217
0.01% of portfolio
|
Q3 2023
Reduced 91.43%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$64,053
0.01% of portfolio
|
Q1 2023
Reduced 16.09%
|