Skip to content
Disclosery

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,437 managers (2,487 13F filers) reported a position in BMY shares at 2025-03-31, 1,631,076,687 shares in all. 170 filers opened a position and 165 filers sold out during the quarter.

Managers
2,437
13F filers
2,487
New
170
Added
957
Reduced
990
Sold out
165
Shares held by filers
1,631,076,687

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Graves Light Lenhart Wealth, Inc.5,521$337K0.04%+513F-HRTimeline
Sovran Advisors, LLC6,839$337K0.04%+1,93213F-HRTimeline
Avior Wealth Management, LLC5,503$336K0.01%+1,54213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,486$335K0.03%+28813F-HRTimeline
Birch Hill Investment Advisors LLC5,482$334K0.02%-2,52413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,456$333K0.01%-18913F-HRTimelineGroup
Murphy & Mullick Capital Management Corp5,438$332K0.32%+213F-HRTimeline
RIVERSEDGE ADVISORS, LLC5,435$331K0.07%-19713F-HRTimeline
PFC CAPITAL GROUP, INC.5,436$331K0.17%new13F-HRTimeline
PEOPLES BANK /OH5,419$331K0.22%-29213F-HRTimeline
Tyler-Stone Wealth Management5,419$330K0.06%+19513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC5,411$330K0.08%-3,08313F-HRTimeline
Hudock, Inc.5,407$330K0.06%-5513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,402$329K0.1%+15713F-HRTimeline
Crews Bank & Trust5,391$329K0.06%-53113F-HRTimeline
Trilogy Capital Inc.5,378$328K0.02%-18,73213F-HRTimeline
CYBER HORNET ETFs LLC5,369$327K0.33%+213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.5,368$327K0.05%+85413F-HRTimeline
Millennium Capital Advisors, LLC5,363$327K0.24%+1713F-HRTimeline
RMR Wealth Builders5,347$326K0.03%-33813F-HRTimeline
Richard P Slaughter Associates Inc5,327$325K0.08%-29,57013F-HRTimeline
EPG Wealth Management LLC5,317$324K0.09%-16113F-HRTimeline
Cravens & Co Advisors, LLC5,304$323K0.25%+1813F-HRTimeline
Patriot Financial Group Insurance Agenc…5,303$323K0.04%+32813F-HRTimeline
Relyea Zuckerberg Hanson LLC5,301$323K0.04%-39613F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,300$323K0.09%-30013F-HRTimeline
Proficio Capital Partners LLC5,296$323K0.02%+1,04713F-HRTimeline
MBB PUBLIC MARKETS I LLC5,295$323K0.04%new13F-HR/ATimeline
Accurate Wealth Management, LLC6,323$321K0.06%+18313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,256$321K0.08%+10713F-HRTimeline
Boltwood Capital Management5,245$320K0.1%+54013F-HRTimeline
Ellis Investment Partners, LLC5,240$320K0.07%+5413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,237$319K0.15%+8813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,209$318K0.04%+113F-HRTimeline
RiverFront Investment Group, LLC5,203$317K0.01%new13F-HRTimeline
EVOKE WEALTH, LLC5,198$317K0.01%-27213F-HRTimeline
ProVise Management Group, LLC5,195$317K0.03%-8913F-HRTimeline
WRAPMANAGER INC5,192$317K0.08%-1,01113F-HRTimeline
JB Capital LLC5,186$316K0.02%-47913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,182$316K0.33%+34713F-HRTimeline
Allegiance Financial Group Advisory Ser…5,177$316K0.1%+36513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,175$316K0.02%013F-HRTimeline
Gitterman Wealth Management, LLC5,166$315K0.08%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC5,150$314K0.29%-10013F-HRTimeline
Cook Wealth, LLC6,300$313K0.15%-1,62313F-HRTimeline
Capital Investment Counsel, Inc5,124$313K0.05%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC5,108$312K0.07%-26413F-HRTimeline
CWC Advisors, LLC.5,100$311K0.18%+1113F-HRTimeline
Sand Hill Global Advisors, LLC5,097$311K0.01%-16713F-HRTimeline
Watts Gwilliam & Co., LLC5,096$311K0.07%+3613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,093$311K0.04%+54513F-HRTimeline
Union Bancaire Privee, UBP SA5,643$311K0.01%-26513F-HRTimeline
Diversified Enterprises, LLC5,071$309K0.03%new13F-HRTimeline
Ignite Planners, LLC6,224$309K0.06%new13F-HRTimeline
Keystone Financial Group5,053$308K0.03%+1,00513F-HRTimeline
Tradewinds, LLC.5,042$308K0.09%013F-HRTimeline
SOA Wealth Advisors, LLC.5,036$307K0.06%+35313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,029$307K0.06%-1,43513F-HRTimeline
Centerpoint Advisory Group5,027$307K0.3%013F-HRTimeline
Canopy Partners, LLC5,014$306K0.12%+7113F-HRTimeline
Arax Advisory Partners5,013$306K0.02%-1,96713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,179$305K0.13%-7313F-HRTimeline
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…5,000$305K0.22%-5213F-HRTimeline
Harbor Advisors LLC5,000$305K0.05%013F-HRTimeline
Portland Global Advisors LLC4,991$304K0.04%-42813F-HRTimeline
Successful Portfolios LLC4,959$302K0.21%-7813F-HRTimeline
Moody Aldrich Partners LLC4,955$302K0.06%new13F-HRTimeline
Covenant Asset Management, LLC4,952$302K0.08%+2813F-HRTimeline
Twin Lakes Capital Management, LLC4,947$302K0.2%-9913F-HRTimeline
William B. Walkup & Associates, Inc.4,936$301K0.18%+35513F-HRTimeline
Lokken Investment Group LLC4,932$301K0.13%-24313F-HRTimeline
Vanguard Capital Wealth Advisors4,925$300K0.37%-1,80013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OXFORD FINANCIAL GROUP, LTD. LLC4,925$300K0.02%-31113F-HRTimeline
Wealth Management Associates, Inc.4,920$300K0.13%-4313F-HRTimeline
Grandview Asset Management LLC4,881$298K0.11%+1913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,879$298K0.04%-92813F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC4,875$297K0.11%-8,00513F-HRTimeline
Curi Capital, LLC4,869$297K0.01%-15,66613F-HRTimeline
Faithward Advisors, LLC4,855$296K0.05%+34913F-HRTimeline
PSI Advisors, LLC4,854$296K0.1%+30413F-HRTimeline
LVW Advisors, LLC4,844$295K0.04%-5,20813F-HRTimeline
Garrett Wealth Advisory Group, LLC4,843$295K0.07%-3913F-HRTimeline
Williams Jones Wealth Management, LLC.4,840$295K<0.01%-7,48013F-HRTimeline
Barnes Wealth Management Group, Inc4,823$294K0.19%+713F-HRTimeline
SlateStone Wealth, LLC4,815$294K0.03%+90013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC4,820$294K0.04%-56013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,811$293K0.15%-3213F-HRTimeline
Enterprise Bank & Trust Co4,806$293K0.11%+48513F-HRTimeline
LCNB CORP4,800$293K0.11%013F-HRTimeline
TFB Advisors LLC4,791$292K0.08%+413F-HRTimeline
Brendel Financial Advisors LLC4,772$291K0.18%013F-HRTimeline
Intellus Advisors LLC4,769$291K0.05%-213F-HRTimeline
IVC Wealth Advisors LLC4,767$291K0.16%-12713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,763$290K0.05%013F-HRTimeline
Chesley Taft & Associates LLC4,751$290K0.01%-90213F-HRTimeline
Patton Albertson Miller Group, LLC4,750$290K0.04%013F-HR/ATimeline
IMS Capital Management4,744$289K0.15%-1,27813F-HRTimeline
Camelot Portfolios, LLC4,736$289K0.18%new13F-HRTimeline
Northwest Bancshares, Inc.4,725$288K0.05%+80013F-HRTimeline
GUERRA PAN ADVISORS, LLC4,724$288K0.23%013F-HRTimeline
SPC Financial, Inc.4,722$288K0.03%-89013F-HRTimeline
SOMERVILLE KURT F4,705$287K0.05%-1,13213F-HRTimeline
Mill Creek Capital Advisors, LLC4,705$287K0.01%-1,23613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,696$286K0.19%+15013F-HRTimeline
Sivia Capital Partners, LLC4,691$286K0.13%+39913F-HRTimeline
Optas, LLC4,685$286K0.05%+11413F-HRTimeline
RENASANT BANK4,684$286K0.19%-21613F-HRTimeline
Piscataqua Savings Bank4,684$286K0.25%-32513F-HRTimeline
Financial Advisors Network, Inc.4,682$286K0.05%-1,81013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,679$285K0.05%-1,80013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,672$285K0.16%-19513F-HRTimeline
CFO4Life Group, LLC4,672$285K0.05%+32213F-HRTimeline
Wealthquest Corp4,669$285K0.02%-27613F-HR/ATimeline
Selective Wealth Management, Inc.5,601$284K0.12%-11113F-HRTimeline
Insight Advisors, LLC/ PA4,653$284K0.05%+38213F-HRTimeline
Sonora Investment Management Group, LLC4,647$283K0.02%+13213F-HRTimeline
Slocum, Gordon & Co LLP4,646$283K0.21%-20813F-HRTimeline
PFG Advisors4,642$283K0.02%+7013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,641$283K0.15%-63013F-HRTimeline
Moment Partners, LLC4,633$283K0.06%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.4,632$283K0.09%+6213F-HRTimeline
AlphaQuest LLC4,619$282K0.03%-14,13213F-HRTimeline
Resurgent Financial Advisors LLC4,616$282K0.17%-69813F-HRTimeline
Koss-Olinger Consulting, LLC4,611$281K0.02%new13F-HRTimeline
Accel Wealth Management4,603$281K0.1%-7113F-HRTimeline
CMG Global Holdings, LLC5,764$281K0.18%-20713F-HRTimeline
Kidder Stephen W4,600$281K0.09%013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…4,600$281K0.18%013F-HRTimelineGroup
Hickory Point Bank & Trust4,595$280K0.25%-2,41713F-HRTimeline
Burt Wealth Advisors4,580$279K0.07%-46013F-HRTimeline
Ironwood Investment Counsel, LLC4,571$279K0.05%-26213F-HRTimeline
Bedel Financial Consulting, Inc.5,861$279K0.04%+17113F-HRTimeline
WAYCROSS PARTNERS, LLC4,557$278K0.03%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,555$278K0.11%-5,57713F-HRTimeline
Lavaca Capital LLC4,545$277K0.13%013F-HRTimeline
Tradition Wealth Management, LLC4,536$277K0.02%+49213F-HRTimeline
SAGE RHINO CAPITAL LLC4,524$276K0.06%+24613F-HRTimeline
SCHWERIN BOYLE CAPITAL MANAGEMENT INC4,511$275K0.03%013F-HRTimeline
Five Oceans Advisors4,509$275K0.13%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,500$274K0.06%-50013F-HRTimeline
Stanley-Laman Group, Ltd.4,500$274K0.04%013F-HRTimeline
Mechanics Financial Corp4,500$274K0.12%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,490$274K<0.01%+7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Goldstone Financial Group, LLC4,486$274K0.04%-33813F-HRTimeline
Washington Trust Advisors, Inc.4,475$273K0.02%-2,22513F-HRTimeline
WBH ADVISORY INC4,473$273K0.03%+313F-HRTimeline
Arbor Investment Advisors, LLC4,469$273K0.04%new13F-HRTimeline
Crescent Grove Advisors, LLC4,430$270K0.03%+8113F-HRTimeline
NFSG Corp4,425$270K0.07%+3,42213F-HRTimeline
HARVEY INVESTMENT CO LLC4,405$269K0.03%013F-HRTimeline
Financial Security Advisor, Inc.4,406$269K0.07%+2813F-HRTimeline
Mattern Wealth Management LLC4,400$268K0.06%-40013F-HRTimeline
Lakeside Advisors, INC.4,396$268K0.18%+213F-HRTimeline
BEACON FINANCIAL GROUP4,395$268K0.03%+9813F-HRTimeline
Westbourne Investment Advisors, Inc.4,377$267K0.09%-10013F-HRTimeline
Auxano Advisors, LLC4,371$267K0.07%-14413F-HRTimeline
COUNTRY CLUB BANK4,438$266K0.02%-65313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,365$266K0.09%-41413F-HRTimeline
Hendershot Investments Inc.4,364$266K0.04%-25013F-HRTimeline
ETF Store, Inc.4,364$266K0.33%+3813F-HRTimeline
Simplicity Wealth,LLC4,352$265K0.02%new13F-HRTimeline
Baron Wealth Management LLC4,347$265K0.12%+1813F-HRTimeline
Connecticut Wealth Management, LLC4,343$265K0.01%+46113F-HRTimeline
HOURGLASS CAPITAL, LLC4,330$264K0.07%+11713F-HRTimeline
Seneca House Advisors4,329$264K0.11%-8713F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO4,332$264K0.05%-9813F-HRTimeline
Empirical Asset Management, LLC4,326$264K0.09%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,308$263K0.07%-51513F-HRTimeline
HBW ADVISORY SERVICES LLC4,308$263K0.04%-1,70613F-HRTimeline
AVISO WEALTH MANAGEMENT4,308$263K0.14%-2,44413F-HRTimeline
Hummer Financial Advisory Services Inc4,300$262K0.21%013F-HRTimeline
Brady Martz Wealth Solutions, LLC4,293$262K0.06%+213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,261$260K0.04%-45,93713F-HR/ATimelineGroup
Sciencast Management LP4,255$260K0.06%new13F-HRTimeline
E&G Advisors, LLC4,251$259K0.07%013F-HRTimeline
Fiduciary Alliance LLC4,247$259K0.03%-22813F-HRTimeline
Certified Advisory Corp4,243$259K0.03%+29713F-HRTimeline
Valmark Advisers, Inc.4,237$258K<0.01%-29813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,230$258K0.05%-8913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS4,227$258K0.01%-1,58713F-HRTimelineGroup
Foster Group, Inc.4,210$257K0.01%new13F-HRTimeline
Alliance Wealth Advisors, LLC4,207$257K0.15%+813F-HRTimeline
Elyxium Wealth, LLC4,201$256K0.11%new13F-HRTimeline
JACOBS & CO/CA4,205$256K0.03%013F-HRTimeline
Westover Capital Advisors, LLC4,182$255K0.06%013F-HRTimeline
SkyOak Wealth, LLC4,171$254K0.06%013F-HRTimeline
First National Bank of Mount Dora, Trus…4,166$254K0.06%-713F-HRTimeline
Frisch Financial Group, Inc.4,158$254K0.07%+5313F-HRTimeline
Pine Haven Investment Counsel, Inc4,161$254K0.21%013F-HRTimeline
GPS Wealth Strategies Group, LLC4,159$254K0.03%-58913F-HRTimeline
West Coast Financial LLC4,144$253K0.03%+3613F-HRTimeline
MOTCO4,130$252K0.03%+15613F-HRTimeline
Quantum Private Wealth, LLC4,124$252K0.1%013F-HRTimeline
S.A. Mason LLC4,109$251K0.13%+18113F-HRTimeline
Covestor Ltd4,106$250K0.17%-73713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY4,092$250K0.03%-1,35713F-HRTimeline
WADDELL & ASSOCIATES, LLC4,092$250K0.03%new13F-HR/ATimeline
First PREMIER Bank4,079$249K0.06%013F-HRTimeline
ALKEME WEALTH, LLC4,079$249K0.11%+3313F-HRTimeline
Sandy Cove Advisors, LLC4,079$249K0.1%+25513F-HRTimeline