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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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COM (common), issuer CIK 14272

2,253 managers (2,301 13F filers) reported a position in BMY shares at 2025-06-30, 1,644,457,806 shares in all. 124 filers opened a position and 309 filers sold out during the quarter.

Managers
2,253
13F filers
2,301
New
124
Added
825
Reduced
1,035
Sold out
309
Shares held by filers
1,644,457,806

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CALDWELL SUTTER CAPITAL, INC.5,405$250K0.11%+16813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC5,405$250K0.02%-84513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC5,400$250K0.09%-19,60013F-HRTimeline
Cravens & Co Advisors, LLC5,392$250K0.19%+8813F-HRTimeline
Tyler-Stone Wealth Management5,389$249K0.04%-3013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC5,382$249K<0.01%-7413F-HRTimelineGroup
Faithward Advisors, LLC5,362$248K0.04%+50713F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,350$248K0.24%+16813F-HRTimeline
Thrive Wealth Management, LLC5,347$248K0.04%-52813F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,346$247K0.07%-5613F-HRTimeline
Marble Harbor Investment Counsel, LLC5,343$247K0.03%-4,00013F-HRTimeline
TCI Wealth Advisors, Inc.5,343$247K0.02%-59713F-HRTimeline
CYBER HORNET ETFs LLC5,330$247K0.18%-3913F-HRTimeline
EVOKE WEALTH, LLC5,328$247K0.01%+13013F-HRTimeline
Millennium Capital Advisors, LLC5,316$246K0.16%-4713F-HRTimeline
Root Financial Partners, LLC5,300$245K0.02%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,293$245K<0.01%-36,91813F-HR/ATimelineGroup
EPG Wealth Management LLC5,287$245K0.07%-3013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,258$243K0.06%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,259$243K<0.01%+76913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perennial Investment Advisors, LLC5,247$243K0.02%-69713F-HRTimeline
Baker Ellis Asset Management LLC5,230$242K0.03%-50013F-HRTimeline
Aprio Wealth Management, LLC5,227$242K0.03%-4,01213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,221$242K0.06%-60813F-HRTimeline
Core Wealth Partners LLC5,220$242K0.12%-42513F-HRTimeline
One Wealth Advisors, LLC5,213$241K0.03%-1,00213F-HRTimeline
Gitterman Wealth Management, LLC5,212$241K0.06%+4613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT5,210$241K0.03%+113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,198$241K0.02%+2313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,181$240K0.02%-96713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC5,171$239K0.05%+6313F-HRTimeline
Genesee Capital Advisors, LLC5,160$239K0.11%-38113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,156$239K0.05%+84813F-HRTimeline
PCG ASSET MANAGEMENT, LLC5,150$238K0.2%013F-HRTimeline
Clark Capital Management Group, Inc.5,138$238K<0.01%-946,00513F-HRTimeline
Watts Gwilliam & Co., LLC5,191$237K0.04%+9513F-HRTimeline
American Trust Investment Advisors, LLC5,109$236K0.12%-13,68913F-HRTimeline
Annex Advisory Services, LLC5,109$236K0.01%-83613F-HRTimeline
CWC Advisors, LLC.5,106$236K0.12%+613F-HRTimeline
Ellevest, Inc.5,106$236K0.04%-1,33713F-HRTimeline
PARADIGM CAPITAL MANAGEMENT INC/NY5,100$236K0.01%-5,00013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,090$236K0.03%-21313F-HRTimeline
RIVERSEDGE ADVISORS, LLC5,066$235K0.05%-36913F-HRTimeline
Financial Advisors Network, Inc.5,041$233K0.04%+35913F-HRTimeline
Seneca House Advisors5,010$232K0.1%+68113F-HRTimeline
Charter Capital Management, LLC\DE5,001$231K0.14%13F-HRTimeline
Harbor Advisors LLC5,000$231K0.04%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,000$231K0.01%-3,65813F-HRTimelineGroup
Portland Global Advisors LLC4,999$231K0.03%+813F-HRTimeline
Covenant Asset Management, LLC4,985$231K0.05%+3313F-HRTimeline
Financial Advocates Investment Manageme…4,963$230K0.02%-6,81313F-HRTimeline
Selective Wealth Management, Inc.4,801$229K0.08%-80013F-HRTimeline
GK Wealth Management LLC4,934$228K0.23%+97213F-HRTimeline
Wealth Management Associates, Inc.4,927$228K0.09%+713F-HRTimeline
Lokken Investment Group LLC4,910$227K0.09%-2213F-HRTimeline
Twin Lakes Capital Management, LLC4,908$227K0.14%-3913F-HRTimeline
Successful Portfolios LLC4,887$226K0.14%-7213F-HRTimeline
Washington Trust Advisors, Inc.4,875$226K0.02%+40013F-HRTimeline
FIRST UNITED BANK & TRUST4,871$225K0.08%-92013F-HRTimeline
Tradition Wealth Management, LLC4,867$225K0.02%+33113F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,863$225K0.03%-65813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,836$224K0.01%-8913F-HRTimeline
Saranac Partners Ltd4,830$224K0.12%-87113F-HRTimeline
Garrett Wealth Advisory Group, LLC4,820$223K0.05%-2313F-HRTimeline
PEOPLES BANK /OH4,819$223K0.14%-60013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,817$223K0.03%-6213F-HRTimeline
Focus Financial Network, Inc.4,815$223K0.01%+74713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/4,807$223K0.04%-94013F-HRTimeline
Enterprise Bank & Trust Co4,806$222K0.08%013F-HRTimeline
LCNB CORP4,800$222K0.08%013F-HRTimeline
Union Bancaire Privee, UBP SA5,643$222K<0.01%013F-HRTimeline
Innova Wealth Partners4,794$222K0.13%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…4,783$221K0.06%-39413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP4,765$221K<0.01%new13F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC4,763$220K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP4,752$220K0.01%+1,23213F-HRTimeline
Kidder Stephen W4,750$220K0.07%+15013F-HRTimeline
Financial Security Advisor, Inc.4,741$219K0.05%+33513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,729$219K0.04%-30013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY4,729$219K0.02%+63713F-HR/ATimeline
Chesley Taft & Associates LLC4,720$218K0.01%-3113F-HRTimeline
HBW ADVISORY SERVICES LLC4,715$218K0.03%+40713F-HRTimeline
Camelot Portfolios, LLC4,713$218K0.13%-2313F-HRTimeline
Maridea Wealth Management LLC4,710$218K0.06%+1,37113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,696$217K0.12%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,685$217K0.01%-2,96913F-HRTimeline
Capula Management Ltdin group Capula Management Ltd4,682$217K<0.01%+2,37313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SECURED RETIREMENT ADVISORS, LLC4,679$217K0.13%+73213F-HRTimeline
Ironwood Investment Counsel, LLC4,667$216K0.03%+9613F-HRTimeline
GUERRA PAN ADVISORS, LLC4,654$215K0.14%-7013F-HRTimeline
Trilogy Capital Inc.4,638$215K0.01%-74013F-HRTimeline
Murphy & Mullick Capital Management Corp4,935$215K0.17%-50313F-HRTimeline
Moment Partners, LLC4,633$214K0.04%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,613$214K0.04%-2,38513F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…4,600$213K0.11%013F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.4,598$213K0.05%new13F-HRTimeline
Hickory Point Bank & Trust4,595$213K0.17%013F-HRTimeline
Insight Advisors, LLC/ PA4,592$213K0.03%-6113F-HRTimeline
Burt Wealth Advisors4,580$212K0.05%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC4,577$212K0.1%-9513F-HRTimeline
WAYCROSS PARTNERS, LLC4,557$211K0.02%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC4,555$211K0.08%013F-HRTimeline
LVW Advisors, LLC4,553$211K0.02%-29113F-HRTimeline
Lavaca Capital LLC4,545$210K0.09%013F-HR/ATimeline
TWO SIGMA SECURITIES, LLC4,536$210K0.03%new13F-HRTimeline
Nilsine Partners, LLC4,524$209K0.02%-1,22713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,515$209K0.1%-29613F-HRTimeline
GPS Wealth Strategies Group, LLC4,500$208K0.02%+34113F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,500$208K0.04%013F-HRTimeline
Mechanics Financial Corp4,500$208K0.09%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC4,491$208K0.05%+51413F-HRTimeline
Arbor Investment Advisors, LLC4,483$208K0.03%+1413F-HRTimeline
VestGen Advisors, LLC4,474$207K0.01%+70613F-HRTimeline
TFR Capital, LLC.4,473$207K0.07%new13F-HR/ATimeline
IMS Capital Management4,452$206K0.1%-29213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,420$205K0.01%+48213F-HRTimelineGroup
ETF Store, Inc.4,435$205K0.24%+7113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,435$205K0.03%+17413F-HRTimelineGroup
Crescent Grove Advisors, LLC4,430$205K0.02%013F-HRTimeline
Piscataqua Savings Bank4,419$205K0.17%-26513F-HRTimeline
HARVEY INVESTMENT CO LLC4,405$204K0.02%013F-HRTimeline
Koss-Olinger Consulting, LLC4,402$204K0.02%-20913F-HRTimeline
Mattern Wealth Management LLC4,400$204K0.04%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC4,400$204K0.06%-1,25013F-HRTimeline
Lakeside Advisors, INC.4,399$204K0.13%+313F-HRTimeline
Jacobsen Capital Management4,388$203K0.07%new13F-HRTimeline
Westbourne Investment Advisors, Inc.4,377$203K0.06%013F-HRTimeline
SAGE RHINO CAPITAL LLC4,375$203K0.04%-14913F-HRTimeline
Bayesian Capital Management, LP4,373$202K0.03%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS4,360$202K0.07%+80013F-HRTimeline
RMR Wealth Builders4,331$200K0.02%-1,01613F-HRTimeline
HOURGLASS CAPITAL, LLC4,330$200K0.05%013F-HRTimeline
DAVIS R M INC4,326$200K<0.01%-3,17813F-HRTimeline
Ellis Investment Partners, LLC4,321$200K0.04%-91913F-HRTimeline
Grandview Asset Management LLC4,319$200K0.06%-56213F-HRTimeline
Curat Global, LLC4,228$196K0.19%+77413F-HR/ATimeline
MRP Capital Investments, LLC4,158$192K0.13%-5,95013F-HRTimeline
Cheviot Value Management, LLC4,125$190K0.02%013F-HRTimeline
Bullock Wealth Management Group3,793$180K0.1%-5113F-HRTimeline
Strategic Wealth Partners, Ltd.3,824$177K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton3,799$176K0.04%+2,15313F-HRTimeline
Addison Advisors LLC3,740$173K0.04%-26513F-HRTimeline
MOTCO3,990$173K0.02%-14013F-HRTimeline
Slocum, Gordon & Co LLP3,646$169K0.14%-1,00013F-HRTimeline
S.A. Mason LLC3,611$167K0.08%-49813F-HRTimeline
Bogart Wealth, LLC3,611$167K0.01%-40113F-HRTimeline
Covestor Ltd3,620$167K0.1%-48613F-HRTimeline
Fullerton Fund Management Co Ltd.3,547$164K0.01%-4,75013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …3,531$163K0.01%-3513F-HRTimelineGroup
Golden State Wealth Management, LLC3,519$163K0.02%013F-HRTimeline
LRI Investments, LLC3,497$162K0.01%-2,13013F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,470$161K0.06%-6,23013F-HRTimeline
Boreal Capital Management LLC3,385$157K0.13%13F-HRTimeline
Hendershot Investments Inc.3,364$156K0.02%-1,00013F-HRTimeline
Riverview Trust Co3,338$155K0.19%-49713F-HRTimeline
Clearstead Trust, LLC3,311$153K0.03%+59313F-HRTimeline
Medallion Wealth Advisors, LLC3,237$153K0.06%+1113F-HRTimeline
First PREMIER Bank3,274$152K0.04%-80513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,200$148K0.05%013F-HRTimeline
Bruce G. Allen Investments, LLC3,172$147K0.11%-26113F-HRTimeline
T. Rowe Price Investment Management, In…3,113$145K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.3,083$143K0.01%013F-HRTimeline
Beacon Capital Management, LLC3,073$142K0.02%+15013F-HRTimeline
Capital Advisors, Ltd. LLC2,935$136K0.02%-23013F-HRTimeline
Clean Yield Group2,921$135K0.04%-2613F-HRTimeline
Sherman Asset Management, Inc.2,849$132K0.12%013F-HRTimeline
Pinnacle Bancorp, Inc.2,789$129K0.04%-10013F-HRTimeline
Raleigh Capital Management Inc.2,760$128K0.05%-29,69813F-HRTimeline
Pacific Center for Financial Services2,757$128K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,725$126K0.04%+47913F-HRTimeline
Tower View Wealth Management LLC2,724$126K0.07%-2213F-HRTimeline
TFC Financial Management, Inc.2,670$124K0.02%-1513F-HRTimeline
HFM Investment Advisors, LLC2,633$122K0.05%+5513F-HRTimeline
Sound Income Strategies, LLC2,599$120K0.01%-3,75113F-HRTimeline
Creative Capital Management Investments…2,588$120K0.04%013F-HRTimeline
Hara Capital LLC2,561$119K0.07%-5,80613F-HRTimeline
Rossby Financial, LCC2,560$119K0.04%+52113F-HRTimeline
Plante Moran Financial Advisors, LLC2,523$117K0.01%+1,40113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,436$113K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC2,417$112K0.07%013F-HRTimeline
Advantage Trust Co2,393$111K0.05%013F-HRTimeline
Financial Network Wealth Advisors LLC2,377$110K0.13%013F-HRTimeline
American Capital Advisory, LLC2,372$110K0.05%+1913F-HRTimeline
West Branch Capital LLC2,363$109K0.03%-50013F-HRTimeline
McIlrath & Eck, LLC2,331$108K0.01%+86813F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,317$107K0.01%+34213F-HRTimeline
Accordant Advisory Group Inc2,312$107K0.08%+1,73213F-HRTimeline
WINNACLE WEALTH LLC2,312$107K0.08%+2,24713F-HRTimeline
Fairscale Capital, LLC2,422$106K0.08%013F-HRTimeline
Gen-Wealth Partners Inc2,230$103K0.04%013F-HRTimeline
S&T Bank/PA2,230$103K0.03%013F-HRTimeline
Byrne Asset Management LLC2,148$99.4K0.07%+89913F-HRTimeline
JFS WEALTH ADVISORS, LLC2,121$98.2K0.01%-1,50213F-HRTimeline
Centricity Wealth Management, LLC2,056$95.2K0.08%+813F-HRTimeline
Groupe la Francaisein group Groupe la Francaise2,059$94.9K<0.01%+1,97013F-HRTimelineGroup
Lipe & Dalton2,020$94K0.05%-54,97913F-HRTimeline
MJT & Associates Financial Advisory Gro…2,000$92.6K0.11%013F-HR/ATimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,970$91.3K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,944$90K0.01%-66713F-HRTimeline
Coston, McIsaac & Partners1,926$89K0.02%+1013F-HRTimeline