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 2,751 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 $87.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,894
shares
|
$273,232
0.16% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
4,884
shares
|
$272,673
0.16% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,884
shares
|
$272,673
0.04% of portfolio
|
Q2 2023
Added 219.01%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
4,882
shares
|
$272,562
0.06% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
4,867
shares
|
$271,724
0.14% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
4,862
shares
|
$271,445
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
4,854
shares
|
$270,998
0.24% of portfolio
|
Q2 2024
Added 8.01%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
4,847
shares
|
$270,608
0.08% of portfolio
|
Q4 2021
Added 9.66%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,843
shares
|
$270,384
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
4,843
shares
|
$270,384
0.17% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
4,835
shares
|
$269,938
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
4,833
shares
|
$269,826
0.05% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
4,824
shares
|
$269,323
0.04% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,823
shares
|
$269,268
0.07% of portfolio
|
Q4 2024
Added 11.95%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
4,812
shares
|
$268,653
0.09% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,800
shares
|
$267,984
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
4,800
shares
|
$267,984
0.1% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,787
shares
|
$267,258
0.08% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,779
shares
|
$266,811
0.03% of portfolio
|
Q4 2024
Added 3313.57%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
4,772
shares
|
$266,420
0.16% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
4,772
shares
|
$266,420
0.06% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
4,771
shares
|
$266,364
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
4,763
shares
|
$265,918
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,750
shares
|
$265,192
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,748
shares
|
$265,080
0.04% of portfolio
|
Q4 2024
Reduced 12.19%
|