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 2,729 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $84.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
3,176
shares
|
$171,186
0.06% of portfolio
|
Q4 2024
Added 23.29%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,155
shares
|
$170,054
0.02% of portfolio
|
Q4 2024
Added 16.9%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,059
shares
|
$164,880
0.09% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,053
shares
|
$164,556
0.24% of portfolio
|
Q1 2024
Added 17.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
3,024
shares
|
$162,993
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
3,009
shares
|
$162,185
0.1% of portfolio
|
Q1 2023
Added 4.05%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,005
shares
|
$161,969
0.18% of portfolio
|
Q2 2022
Reduced 60.82%
|
|
|
Euclidean Technologies Management, LLC
|
Apr 26, 2023 Q1 2023 |
2,945
shares
|
$158,735
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,893
shares
|
$155,932
0.18% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,884
shares
|
$155,447
0.03% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,866
shares
|
$154,477
0.02% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,863
shares
|
$154,315
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
2,861
shares
|
$154,207
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,860
shares
|
$154,154
0.05% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,757
shares
|
$148,602
0.04% of portfolio
|
Q1 2022
Reduced 0.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,737
shares
|
$147,524
0.03% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
2,724
shares
|
$146,823
0.08% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
2,702
shares
|
$145,637
0.01% of portfolio
|
Q2 2024
Added 60.07%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,698
shares
|
$145,422
0.09% of portfolio
|
Q3 2024
Reduced 18.56%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
2,688
shares
|
$144,883
0.07% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,678
shares
|
$144,344
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,659
shares
|
$143,320
0.02% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2,634
shares
|
$141,972
0.06% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
2,600
shares
|
$140,140
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
2,582
shares
|
$139,169
0.14% of portfolio
|
Q4 2024
New holding
|