Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,228 managers (2,277 13F filers) reported a position in BMY shares at 2025-09-30, 1,587,758,241 shares in all. 140 filers opened a position and 150 filers sold out during the quarter.

Managers
2,228
13F filers
2,277
New
140
Added
835
Reduced
991
Sold out
150
Shares held by filers
1,587,758,241

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MTM FINANCIAL GROUP, LLC5,390$243K0.12%-1,03913F-HRTimeline
SUMMITRY LLC5,389$243K0.01%-2,50413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,383$243K0.03%-57513F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,357$242K0.07%+1113F-HRTimeline
Marble Harbor Investment Counsel, LLC5,343$241K0.03%013F-HRTimeline
Patton Albertson Miller Group, LLC5,341$241K0.03%-23313F-HRTimeline
EPG Wealth Management LLC5,333$241K0.07%+4613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC5,304$239K0.22%-4613F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…5,300$239K0.13%+70013F-HRTimelineGroup
JNBA Financial Advisors5,298$239K0.02%-60213F-HRTimeline
Root Financial Partners, LLC5,281$238K0.01%-1913F-HRTimeline
Financial Advisors Network, Inc.5,271$238K0.03%+23013F-HRTimeline
Berger Financial Group, Inc5,265$237K0.01%-1,17213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC5,259$237K0.05%+113F-HRTimeline
Crews Bank & Trust5,251$237K0.03%-1,27513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC5,244$237K0.05%+7313F-HRTimeline
Compass Wealth Management LLC5,237$236K0.05%new13F-HRTimeline
BANK OF STOCKTON5,236$236K0.07%-29213F-HRTimeline
IVC Wealth Advisors LLC5,222$236K0.11%-28313F-HRTimeline
BCS Wealth Management5,221$235K0.05%-1,83513F-HRTimeline
Core Wealth Partners LLC5,220$235K0.11%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,203$235K0.14%-70113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,191$234K0.02%+1013F-HRTimeline
Watts Gwilliam & Co., LLC5,191$234K0.04%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,185$234K0.01%+50013F-HRTimeline
Columbia Asset Management5,165$233K0.04%-92513F-HRTimeline
Focus Financial Network, Inc.5,154$232K0.01%+33913F-HRTimeline
Baker Ellis Asset Management LLC5,130$231K0.03%-10013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …5,236$231K0.01%new13F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC5,114$231K0.05%-1,04913F-HRTimeline
DF DENT & CO INC5,110$230K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC5,106$230K0.01%new13F-HRTimeline
Dash Acquisitions Inc.5,400$230K0.05%new13F-HRTimeline
PARADIGM CAPITAL MANAGEMENT INC/NY5,100$230K0.01%013F-HRTimeline
STEPH & CO5,093$230K0.07%-5,53513F-HRTimeline
CWC Advisors, LLC.5,091$230K0.11%-1513F-HRTimeline
Moss Adams Wealth Advisors LLC5,085$229K0.02%-45313F-HRTimeline
Ritter Alpha, LP5,082$229K11.93%new13F-HRTimeline
Perennial Investment Advisors, LLC5,047$228K0.02%-20013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC5,098$227K0.15%-1,08713F-HRTimeline
PCG ASSET MANAGEMENT, LLC5,025$227K0.18%-12513F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …5,016$226K0.01%-1,28713F-HRTimeline
Harbor Advisors LLC5,000$226K0.03%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…5,000$226K0.01%013F-HRTimelineGroup
Portland Global Advisors LLC4,999$225K0.03%013F-HRTimeline
Wealth Management Associates, Inc.4,991$225K0.08%+6413F-HRTimeline
AM INVESTMENT STRATEGIES LLC4,989$225K0.05%-11,91513F-HRTimeline
Requisite Capital Management, LLC4,987$225K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,985$225K<0.01%-86113F-HRTimelineGroup
Twin Lakes Capital Management, LLC4,977$224K0.1%+6913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC4,931$222K0.11%+23513F-HRTimeline
Lokken Investment Group LLC4,926$222K0.08%+1613F-HRTimeline
One Wealth Advisors, LLC4,926$222K0.03%-28713F-HRTimeline
CSM Advisors, LLC4,925$222K0.01%-377,40413F-HRTimeline
Soltis Investment Advisors LLC4,900$221K0.02%new13F-HRTimeline
Clayton Financial Group LLC4,896$221K0.16%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,890$221K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC4,878$220K0.06%new13F-HRTimeline
Cottage Street Advisors LLC4,869$220K0.09%-1,79513F-HRTimeline
Genesee Capital Advisors, LLC4,868$220K0.1%-29213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC4,863$219K0.03%+10013F-HRTimeline
ProVise Management Group, LLC4,840$218K0.02%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.4,838$218K0.02%-2513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,836$218K0.01%013F-HRTimeline
Garrett Wealth Advisory Group, LLC4,820$217K0.04%013F-HRTimeline
PEOPLES BANK /OH4,819$217K0.13%013F-HRTimeline
Faithward Advisors, LLC4,809$217K0.03%-55313F-HRTimeline
RMR Wealth Builders4,808$217K0.02%+47713F-HRTimeline
WealthPLAN Partners, LLC4,789$216K0.03%new13F-HRTimeline
VeraBank, N.A.4,774$215K0.04%-1,83413F-HRTimeline
Washington Trust Advisors, Inc.4,773$215K0.02%-10213F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,753$215K0.08%-1,25013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/4,767$215K0.04%-4013F-HRTimeline
Financial Security Advisor, Inc.4,764$215K0.05%+2313F-HRTimeline
Chesley Taft & Associates LLC4,754$214K0.01%+3413F-HRTimeline
LCNB CORP4,750$214K0.07%-5013F-HRTimeline
FIRST UNITED BANK & TRUST4,741$214K0.07%-13013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,729$213K0.04%013F-HRTimeline
Haven Private, LLC4,727$213K0.09%new13F-HRTimeline
TCI Wealth Advisors, Inc.4,725$213K0.01%-61813F-HRTimeline
ETF Store, Inc.4,708$212K0.23%+27313F-HRTimeline
LANARK FINANCIAL, INC.4,663$210K0.02%-4,40213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC4,655$210K0.02%-75013F-HRTimeline
Moment Partners, LLC4,633$209K0.04%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,714$208K0.02%-10313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,611$208K0.02%-59913F-HRTimeline
Vestmark Advisory Solutions, Inc.4,601$207K<0.01%-1,81913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,601$207K<0.01%+18113F-HRTimelineGroup
PATTON FUND MANAGEMENT, INC.4,598$207K0.04%013F-HRTimeline
Hickory Point Bank & Trust4,595$207K0.15%013F-HRTimeline
WAYCROSS PARTNERS, LLC4,557$206K0.02%013F-HRTimeline
Selective Wealth Management, Inc.4,600$205K0.07%-20113F-HRTimeline
BXM Wealth LLC4,550$205K0.19%new13F-HRTimeline
Lavaca Capital LLC4,545$205K0.04%013F-HRTimeline
Plan Group Financial, LLC4,543$205K0.06%new13F-HRTimeline
Bison Wealth, LLC4,452$205K0.02%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,541$205K0.02%-1,91313F-HRTimelineGroup
MOTCO4,541$205K0.02%+55113F-HRTimeline
Annex Advisory Services, LLC4,538$205K<0.01%-57113F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,536$205K0.04%-62013F-HRTimeline
Ironwood Investment Counsel, LLC4,533$204K0.03%-13413F-HRTimeline
Koss-Olinger Consulting, LLC4,402$204K0.02%013F-HRTimeline
Pines Wealth Management, LLC4,518$204K0.07%new13F-HRTimeline
GPS Wealth Strategies Group, LLC4,502$203K0.02%+213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,500$203K0.04%013F-HRTimeline
Covestor Ltd4,484$202K0.11%+86413F-HRTimeline
Charter Capital Management, LLC\DE4,461$201K0.11%-54013F-HRTimeline
Thrive Wealth Management, LLC4,460$201K0.03%-88713F-HRTimeline
Capital Management Associates, Inc4,444$200K0.05%new13F-HRTimeline
Mill Creek Capital Advisors, LLC4,438$200K<0.01%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,435$200K0.03%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC4,384$198K0.09%-19313F-HRTimeline
Essential Partners LLC4,361$197K0.06%+3,17313F-HRTimeline
Piscataqua Savings Bank4,279$193K0.15%-14013F-HRTimeline
MRP Capital Investments, LLC4,158$192K0.17%013F-HR/ATimeline
Curat Global, LLC4,228$190K0.18%013F-HRTimeline
DT Investment Partners, LLC4,151$187K0.02%-13,71713F-HRTimeline
Murphy & Mullick Capital Management Corp4,070$184K0.14%-86513F-HRTimeline
AMERIFLEX GROUP, INC.4,067$183K0.07%+2,93613F-HRTimeline
Alphadyne Asset Management LP3,982$180K0.12%new13F-HRTimeline
Addison Advisors LLC3,972$179K0.04%+23213F-HRTimeline
Capula Management Ltdin group Capula Management Ltd3,854$174K<0.01%-82813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Bullock Wealth Management Group3,499$166K0.08%-29413F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,634$164K0.11%-3,30313F-HRTimeline
Bogart Wealth, LLC3,621$163K0.01%+1013F-HRTimeline
S.A. Mason LLC3,613$163K0.07%+213F-HRTimeline
Golden State Wealth Management, LLC3,510$158K0.02%-913F-HRTimeline
Boreal Capital Management LLC3,385$153K0.12%013F-HRTimeline
First PREMIER Bank3,274$148K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,234$146K0.01%new13F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…3,200$144K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC3,100$140K0.05%-13713F-HRTimeline
MATHER GROUP, LLC.3,081$139K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2,979$134K0.01%+45613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,954$133K0.03%-133,17313F-HRTimeline
Clean Yield Group2,921$132K0.04%013F-HRTimeline
FINANCIAL CONSULATE, INC2,898$131K0.02%new13F-HRTimeline
Bruce G. Allen Investments, LLC2,893$130K0.09%-27913F-HRTimeline
Sound Income Strategies, LLC2,901$130K0.01%+30213F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,860$129K0.03%-1,50013F-HRTimeline
Sherman Asset Management, Inc.2,849$128K0.11%013F-HRTimeline
HORIZON BANCORP INC /IN/2,846$128K0.06%+1,00213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,836$128K0.03%+11113F-HRTimeline
Pinnacle Bancorp, Inc.2,789$126K0.04%013F-HRTimeline
Rossby Financial, LCC2,633$125K0.04%+7313F-HRTimeline
West Branch Capital LLC2,763$125K0.03%+40013F-HRTimeline
Pacific Center for Financial Services2,757$124K0.03%013F-HRTimeline
Tower View Wealth Management LLC2,755$124K0.06%+3113F-HRTimeline
BOK Financial Private Wealth, Inc.2,729$123K0.01%-35413F-HRTimeline
Clearstead Trust, LLC2,713$122K0.02%-59813F-HRTimeline
HFM Investment Advisors, LLC2,660$120K0.05%+2713F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,643$119K0.01%new13F-HRTimeline
Creative Capital Management Investments…2,588$117K0.04%013F-HRTimeline
Capital Advisors, Ltd. LLC2,539$115K0.01%-39613F-HRTimeline
Salomon & Ludwin, LLC2,500$114K0.01%+90213F-HRTimeline
FNY Investment Advisers, LLC2,496$112K0.04%+88613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC2,436$110K0.03%013F-HRTimeline
LRI Investments, LLC2,434$110K0.01%-1,06313F-HRTimeline
TFC Financial Management, Inc.2,432$110K0.01%-23813F-HRTimeline
Fairscale Capital, LLC2,422$109K0.08%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT2,828$109K<0.01%+1,13913F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,401$108K0.01%+8413F-HRTimeline
Wealth Preservation Advisors, LLC2,384$108K0.06%-3313F-HRTimeline
American Capital Advisory, LLC2,373$107K0.05%+113F-HRTimeline
Quent Capital, LLC2,319$105K0.01%new13F-HRTimeline
McIlrath & Eck, LLC2,243$101K0.01%-8813F-HRTimeline
Gen-Wealth Partners Inc2,230$101K0.03%013F-HRTimeline
Cranbrook Wealth Management, LLC2,136$96.3K0.02%+39013F-HRTimeline
Advantage Trust Co2,132$96.2K0.04%-26113F-HRTimeline
Hara Capital LLC2,110$95.2K0.06%-45113F-HRTimeline
Raleigh Capital Management Inc.2,088$94.2K0.04%-67213F-HRTimeline
JFS WEALTH ADVISORS, LLC2,045$92.2K0.01%-7613F-HRTimeline
Cheviot Value Management, LLC2,125$91K0.01%-2,00013F-HRTimeline
S&T Bank/PA1,973$89K0.03%-25713F-HRTimeline
Abound Wealth Management1,973$89K0.02%+14413F-HRTimeline
Lipe & Dalton1,950$88K0.04%-7013F-HRTimeline
Coston, McIsaac & Partners1,932$87K0.02%+613F-HRTimeline
Heartwood Wealth Advisors LLC1,899$85.6K0.01%new13F-HRTimeline
IMA Advisory Services, Inc.1,890$85.2K0.01%+35013F-HRTimeline
First Command Advisory Services, Inc.1,890$85.2K<0.01%-2413F-HRTimeline
Quaker Wealth Management, LLC1,881$84.8K0.03%-3313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,897$84.4K0.01%+67913F-HRTimeline
Tanglewood Legacy Advisors, LLC1,868$84.2K0.03%013F-HRTimeline
Avalon Trust Co1,865$84.1K0.01%+1913F-HRTimeline
Atlantic Edge Private Wealth Management…1,850$83.4K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC1,849$83.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,843$83.1K0.01%+1,00013F-HRTimeline
Hughes Financial Services, LLC1,756$83K0.01%-813F-HRTimeline
Texas Capital Bancshares Inc/TX1,838$82.9K0.03%new13F-HRTimeline
Binnacle Investments Inc1,820$82.1K0.05%+1913F-HRTimeline
Byrne Asset Management LLC1,798$81.1K0.05%-35013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,809$80.9K<0.01%-25013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.1,749$78.9K0.03%013F-HRTimeline
Rise Advisors, LLC1,724$77.8K0.03%-19113F-HRTimeline
Beaird Harris Wealth Management, LLC1,721$77.6K0.01%-7513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,720$77.5K<0.01%-25013F-HRTimelineGroup
Investment Research & Advisory Group, I…1,673$76.9K0.03%+2313F-HRTimeline
MJT & Associates Financial Advisory Gro…1,700$76.7K0.06%-30013F-HRTimeline
Center for Financial Planning, Inc.1,671$75.4K0.01%-19813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,644$74.1K0.01%new13F-HRTimeline