Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,474 managers (2,529 13F filers) reported a position in BMY shares at 2026-06-30, 1,676,202,510 shares in all. 148 filers opened a position and 158 filers sold out during the quarter.

Managers
2,474
13F filers
2,529
New
148
Added
1,003
Reduced
1,006
Sold out
158
Shares held by filers
1,676,202,510

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Kercheville Advisors, LLC4,147$239K0.07%+11013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,137$238K0.04%new13F-HRTimeline
Paragon Capital Management Ltd4,132$238K0.05%+613F-HRTimeline
Kidder Stephen W4,100$236K0.06%013F-HRTimeline
ProVise Management Group, LLC4,099$236K0.02%+1913F-HRTimeline
REGATTA CAPITAL GROUP, LLC4,091$236K0.03%-16513F-HRTimeline
Successful Portfolios LLC4,077$235K0.11%+713F-HRTimeline
Greenwich Wealth Management LLC4,071$235K0.01%-1,44513F-HRTimeline
Canopy Partners, LLC4,035$232K0.07%-41513F-HRTimeline
MQS Management LLC4,034$232K0.28%new13F-HRTimeline
Centennial Wealth Advisory LLC4,016$231K0.05%+3213F-HRTimeline
Patriot Financial Group Insurance Agenc…4,014$231K0.02%-4,17013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,009$231K0.01%-60113F-HRTimeline
High Net Worth Advisory Group LLC4,002$231K0.05%013F-HRTimeline
CFM WEALTH PARTNERS LLC4,000$230K0.03%013F-HRTimeline
Moment Partners, LLC4,000$230K0.04%-63313F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC4,000$230K0.16%-113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC3,996$230K0.08%+14613F-HRTimeline
Revolve Wealth Partners, LLC3,987$230K0.02%+14213F-HRTimeline
SOA Wealth Advisors, LLC.3,984$230K0.04%-61313F-HRTimeline
Delta Investment Management, LLC3,982$229K0.04%-613F-HRTimeline
Wealth Management Associates, Inc.3,965$228K0.06%+713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,961$228K0.08%-6013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC3,960$228K0.06%new13F-HRTimeline
Murphy & Mullick Capital Management Corp3,957$228K0.14%+313F-HRTimeline
Hilton Head Capital Partners, LLC3,953$228K0.11%-8113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,953$228K0.09%013F-HRTimeline
Resolute Wealth Strategies, LLC3,952$228K0.09%+53613F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC3,950$228K0.07%-6,35013F-HRTimeline
IRON Financial LLC3,949$228K0.09%+25813F-HRTimeline
Ethos Financial Group, LLC3,559$227K0.02%+12713F-HRTimeline
Intelligence Driven Advisers, LLC3,940$227K0.04%-1,26513F-HRTimeline
Sandy Cove Advisors, LLC3,932$227K0.06%+17613F-HRTimeline
Barnes Wealth Management Group, Inc3,931$227K0.1%-3413F-HRTimeline
Prosperity Bancshares Inc3,927$226K0.15%+1,17613F-HRTimeline
Sidoxia Capital Management, LLC3,925$226K0.17%-11613F-HRTimeline
Ellis Investment Partners, LLC3,923$226K0.03%-76013F-HRTimeline
Good Harbor Advisors, Inc.3,922$226K0.22%-78913F-HRTimeline
Atlas Wealth LLC3,915$226K0.03%013F-HRTimeline
Elyxium Wealth, LLC3,912$225K0.02%new13F-HRTimeline
Solitude Financial Services3,910$225K0.06%-1,70013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.3,908$225K0.02%+13813F-HRTimeline
Falcon Wealth Planning3,907$225K0.01%-65913F-HRTimeline
Omnia Family Wealth, LLC3,907$225K0.06%+42813F-HRTimeline
McElhenny Sheffield Capital Management,…3,904$225K0.06%+46813F-HRTimeline
Werba Rubin Papier Wealth Management3,904$225K0.03%+45513F-HRTimeline
DDFG, Inc3,896$224K0.04%+213F-HRTimeline
Granite Harbor Advisors, Inc.3,887$224K0.09%+21713F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,879$223K0.17%-7813F-HRTimeline
SOMERVILLE KURT F3,875$223K0.05%013F-HRTimeline
GUERRA PAN ADVISORS, LLC3,874$223K0.12%013F-HRTimeline
CMG Global Holdings, LLC3,869$223K0.09%013F-HRTimeline
Ramiah Investment Group3,867$223K0.17%-14113F-HRTimeline
American Trust Investment Advisors, LLC3,855$222K0.11%+16213F-HRTimeline
MFA Wealth Services3,836$221K0.13%-4,66113F-HRTimeline
CHASE INVESTMENT COUNSEL CORP3,838$221K0.05%013F-HRTimeline
Curat Global, LLC2,723$220K0.18%-1,10013F-HRTimeline
Caitlin John, LLC3,822$220K0.12%-95713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,805$219K0.11%+7213F-HRTimeline
Capital Management Associates, Inc3,803$219K0.04%013F-HRTimeline
Mattern Wealth Management LLC3,800$219K0.04%013F-HRTimeline
May Hill Capital, LLC3,793$219K0.05%-20213F-HRTimeline
Berger Financial Group, Inc3,784$218K0.01%-24513F-HRTimeline
Shepherd Financial Partners LLC3,784$218K0.02%-48713F-HRTimeline
Paulson Wealth Management Inc.3,777$218K0.05%new13F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,765$217K0.02%-56613F-HRTimelineGroup
Family Capital Management, Inc.3,764$217K0.08%new13F-HRTimeline
LeConte Wealth Management, LLC3,764$217K0.12%new13F-HRTimeline
Kaufman Rossin Wealth, LLC3,743$217K0.1%-56813F-HRTimeline
Vantus Wealth LLC3,760$217K0.12%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,756$216K0.01%+68713F-HRTimeline
Compass Ion Advisors, LLC3,752$216K0.02%-3713F-HRTimeline
Pacific Sage Partners, LLC3,749$216K0.03%-55013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,744$216K0.1%013F-HRTimeline
Vistica Wealth Advisors, LLC3,731$215K0.19%-79013F-HRTimeline
Seneca House Advisors3,730$215K0.08%+113F-HRTimeline
Clark Asset Management, LLC3,726$215K0.02%+30913F-HRTimeline
ALKEME WEALTH, LLC3,724$215K0.08%-27713F-HRTimeline
CPWA, LLC3,722$214K0.25%+10713F-HRTimeline
Schonfeld Strategic Advisors LLC8,937$214K<0.01%-146,48113F-HRTimeline
Millennium Capital Advisors, LLC3,712$214K0.12%+213F-HRTimeline
Beverly Hills Private Wealth, LLC3,707$214K0.04%-3,38513F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,700$213K0.04%013F-HRTimeline
Diligent Investors, LLC3,698$213K0.05%-80013F-HRTimeline
Uniting Wealth Partners, LLC3,697$213K0.04%new13F-HRTimeline
Finward Bancorp3,695$213K0.16%013F-HRTimeline
Reliant Investment Partners, LLC3,671$212K0.14%-10013F-HRTimeline
S.A. Mason LLC3,669$211K0.06%+213F-HRTimeline
Spectrum Planning & Advisory Services I…3,667$211K0.09%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.3,656$211K0.05%+2,07213F-HRTimeline
Breakwater Capital Group3,651$210K0.03%-50713F-HRTimeline
True North Advisors, LLC3,649$210K0.02%-1,49913F-HRTimeline
Slocum, Gordon & Co LLP3,646$210K0.14%013F-HRTimeline
Wealth Advisors of Iowa, LLC3,640$210K0.06%+3313F-HRTimeline
49 WEALTH MANAGEMENT, LLC3,637$210K0.04%new13F-HR/ATimeline
ALONGSIDE, LLC3,637$210K0.04%13F-HRTimeline
TigerOak Management, L.L.C.3,627$209K0.06%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS3,625$209K0.03%+36513F-HRTimeline
Orange Investment Advisors, Inc.3,620$209K0.03%-26913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,617$208K0.04%+12213F-HRTimeline
Astoria Portfolio Advisors LLC.3,611$208K0.04%new13F-HRTimeline
HBE Wealth Management, LLC3,611$208K0.15%-2213F-HRTimeline
Alliance Wealth Advisors, LLC3,603$208K0.08%-12213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,600$207K0.03%-15013F-HRTimeline
CTC Alternative Strategies, Ltd.3,600$207K0.3%new13F-HRTimeline
Smith Group Asset Management, LLC3,600$207K0.01%-10,25013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA3,600$207K0.12%-60013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,584$207K0.04%013F-HRTimeline
Alchemi Wealth, LLC3,579$206K0.1%+413F-HRTimeline
Accel Wealth Management3,580$206K0.05%+1113F-HRTimeline
KG Capital Management3,578$206K0.12%new13F-HRTimeline
JACOBS & CO/CA3,580$206K0.02%013F-HRTimeline
Brady Martz Wealth Solutions, LLC3,572$206K0.03%+1013F-HRTimeline
Pine Haven Investment Counsel, Inc3,561$205K0.14%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC3,561$205K0.03%-7513F-HRTimeline
Carl P. Sherr & Co., LLC3,552$205K0.09%-3,91613F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,548$204K0.01%new13F-HRTimeline
Focus Financial Network, Inc.3,539$204K0.01%-75913F-HRTimeline
Round Rock Advisors LLC3,538$204K0.03%013F-HRTimeline
Aureus Asset Management, LLC3,535$204K0.01%-15413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,529$203K0.06%+1313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,525$203K0.12%+2,97513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,502$202K0.01%+1113F-HRTimeline
Agate Pass Investment Management, LLC3,500$202K0.07%013F-HRTimeline
HBW ADVISORY SERVICES LLC3,499$202K0.02%-46813F-HRTimeline
EntryPoint Capital, LLC3,499$202K0.05%-17,51113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,497$202K0.01%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC3,491$201K0.02%-1,85213F-HRTimeline
Collar Capital Management, LLC3,485$201K0.12%013F-HRTimeline
Amplius Wealth Advisors, LLC3,477$200K0.01%new13F-HRTimeline
Valtrion Capital Management, LLC3,476$200K0.15%new13F-HRTimeline
Howard Capital Management Group, LLC3,455$199K0.01%013F-HRTimeline
Princeton Global Asset Management LLC3,450$199K0.03%+8113F-HRTimeline
Boreal Capital Management LLC3,385$195K0.15%013F-HRTimeline
Keating Financial Advisory Services, In…3,379$195K0.03%+33813F-HRTimeline
Mosley Wealth Management3,371$194K0.06%+3,20013F-HRTimeline
HORIZON BANCORP INC /IN/3,365$194K0.09%+6513F-HRTimeline
Creative Capital Management Investments…3,255$188K0.04%+12813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,100$179K0.05%013F-HRTimeline
First PREMIER Bank3,066$177K0.03%-3713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,045$175K0.12%013F-HRTimeline
Golden State Wealth Management, LLC3,040$175K0.02%+413F-HRTimeline
Gen-Wealth Partners Inc3,024$174K0.05%+60413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,000$173K0.09%-70013F-HRTimeline
SJS Investment Consulting Inc.2,963$171K0.02%+11813F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST2,920$168K0.06%+10013F-HRTimeline
Quent Capital, LLC2,881$166K0.01%+31513F-HRTimeline
TrustBankin group TrustBank2,857$165K0.06%new13F-HRTimelineGroup
Tower View Wealth Management LLC2,836$163K0.07%+2513F-HRTimeline
HFM Investment Advisors, LLC2,813$162K0.06%+7613F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,792$161K0.02%+12313F-HRTimeline
Strive Financial Group ,LLC2,788$161K0.07%-18613F-HR/ATimeline
Pacific Center for Financial Services2,757$159K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,749$158K0.02%new13F-HRTimeline
First Command Advisory Services, Inc.2,729$157K<0.01%-32013F-HRTimeline
Covestor Ltd2,695$155K0.09%+4713F-HRTimeline
Clean Yield Group2,680$154K0.04%013F-HRTimeline
WPG Advisers, LLC2,626$151K0.09%+78713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,607$150K0.05%+1,02713F-HRTimeline
CrossGen Wealth, LLC2,539$146K0.11%+513F-HRTimeline
Silver Grove Financial Group, Inc.2,491$144K0.08%+2,37713F-HRTimeline
BOK Financial Private Wealth, Inc.2,482$143K0.01%-29813F-HRTimeline
S&T Bank/PA2,458$142K0.04%+54213F-HRTimeline
JFS WEALTH ADVISORS, LLC2,428$140K0.01%+12113F-HRTimeline
American Capital Advisory, LLC2,414$139K0.05%+1713F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,412$139K0.02%+1,12413F-HR/ATimeline
Allied Private Wealth LLC2,399$138K0.09%13F-HRTimeline
DT Investment Partners, LLC2,383$137K0.01%013F-HRTimeline
West Branch Capital LLC2,350$135K0.03%-40013F-HRTimeline
Bogart Wealth, LLC2,344$135K<0.01%-4013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,302$133K<0.01%new13F-HRTimelineGroup
Piscataqua Savings Bank2,294$132K0.09%-80013F-HRTimeline
Pinnacle Bancorp, Inc.2,289$132K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC2,274$131K0.01%+513F-HRTimeline
Advocate Investing Services LLC2,266$131K0.1%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,250$130K0.01%013F-HRTimeline
Salomon & Ludwin, LLC2,281$129K0.01%-1913F-HRTimeline
Quaker Wealth Management, LLC2,138$123K0.04%+22313F-HRTimeline
Cranbrook Wealth Management, LLC2,136$123K0.02%013F-HRTimeline
Signature Equity Partners, LLC2,134$123K0.06%-2,90513F-HRTimeline
Cheviot Value Management, LLC2,125$122K0.01%013F-HRTimeline
Sherman Asset Management, Inc.2,117$122K0.09%-73213F-HRTimeline
Strategic Investment Advisors / MI2,088$120K0.01%+43013F-HRTimeline
Medallion Wealth Advisors, LLC2,084$120K0.04%-1,03813F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,031$117K0.03%+2213F-HRTimeline
SWISS RE LTDin group SWISS RE LTD2,029$117K0.01%+1,55913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,000$115K0.01%new13F-HRTimelineGroup
Compagnie Lombard Odier SCmA2,000$115K<0.01%013F-HRTimeline
Knott David M Jr2,000$115K0.06%-11,62213F-HRTimeline
Coston, McIsaac & Partners2,010$115K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,914$110K<0.01%+6813F-HRTimelineGroup
Community Financial Services Group, LLC1,931$109K0.02%013F-HRTimeline
Dunhill Financial, LLC1,889$109K0.02%-213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,883$108K0.08%013F-HRTimeline
Hughes Financial Services, LLC1,874$108K0.01%+8413F-HRTimeline
Tanglewood Legacy Advisors, LLC1,868$108K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC1,849$107K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,848$106K0.04%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,848$106K<0.01%+513F-HRTimeline
Bravera Wealth1,825$105K0.04%013F-HRTimeline