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 |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$137,229
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
2,475
shares
|
$133,402
0.08% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,449
shares
|
$132,001
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,430
shares
|
$130,977
0.13% of portfolio
|
Q4 2024
Reduced 38.23%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,422
shares
|
$130,545
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,414
shares
|
$130,114
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,333
shares
|
$125,748
0.07% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,308
shares
|
$124,401
0.04% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,233
shares
|
$120,358
0.23% of portfolio
|
Q4 2024
Added 64.92%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,230
shares
|
$120,197
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$120,143
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
2,204
shares
|
$118,795
0.03% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$118,580
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,198
shares
|
$118,472
0.03% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,186
shares
|
$117,825
0.02% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
2,175
shares
|
$117,232
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,074
shares
|
$111,788
0.04% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,063
shares
|
$111,195
0.05% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,045
shares
|
$110,225
0.01% of portfolio
|
Q3 2023
Added 8.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,041
shares
|
$110,009
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
2,025
shares
|
$109,147
0.06% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,983
shares
|
$106,883
0.08% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
1,970
shares
|
$106,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,945
shares
|
$104,835
0.02% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,911
shares
|
$103,002
0.03% of portfolio
|
Q4 2024
Added 0.1%
|