Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,444 managers (2,494 13F filers) reported a position in BMY shares at 2024-12-31, 1,599,492,156 shares in all. 174 filers opened a position and 111 filers sold out during the quarter.

Managers
2,444
13F filers
2,494
New
174
Added
933
Reduced
917
Sold out
111
Shares held by filers
1,599,492,156

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,335$246K0.02%new13F-HRTimelineGroup
CFO4Life Group, LLC4,350$246K0.04%-3813F-HRTimeline
Crescent Grove Advisors, LLC4,349$246K0.02%+45913F-HRTimeline
Baron Wealth Management LLC4,329$245K0.12%+26813F-HRTimeline
ETF Store, Inc.4,326$245K0.3%+3913F-HRTimeline
Enterprise Bank & Trust Co4,321$244K0.08%+21713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA4,319$244K0.05%+2113F-HRTimeline
Hummer Financial Advisory Services Inc4,300$243K0.19%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,297$243K0.02%-17213F-HRTimeline
BEACON FINANCIAL GROUP4,297$243K0.03%-72213F-HRTimeline
Sivia Capital Partners, LLC4,292$243K0.12%+41013F-HRTimeline
SAGE RHINO CAPITAL LLC4,278$242K0.05%+5613F-HRTimeline
E&G Advisors, LLC4,251$241K0.07%-1,20013F-HRTimeline
Proficio Capital Partners LLC4,249$240K0.02%new13F-HR/ATimeline
Buffington Mohr McNeal4,234$239K0.04%new13F-HRTimeline
Insight Advisors, LLC/ PA4,271$239K0.04%+8013F-HRTimeline
Brady Martz Wealth Solutions, LLC4,291$239K0.06%13F-HRTimeline
Greenwich Wealth Management LLC4,225$239K0.02%-10513F-HRTimeline
HOURGLASS CAPITAL, LLC4,213$238K0.07%013F-HRTimeline
Alliance Wealth Advisors, LLC4,199$237K0.14%new13F-HRTimeline
JACOBS & CO/CA4,205$237K0.02%-26413F-HRTimeline
LRI Investments, LLC4,190$237K0.02%013F-HRTimeline
Westover Capital Advisors, LLC4,182$237K0.05%013F-HRTimeline
First National Bank of Mount Dora, Trus…4,173$236K0.06%new13F-HRTimeline
SkyOak Wealth, LLC4,171$236K0.05%new13F-HRTimeline
Pine Haven Investment Counsel, Inc4,161$235K0.19%-20013F-HRTimeline
Pines Wealth Management, LLC4,214$235K0.1%13F-HRTimeline
Anchor Pointe Wealth Management, LLC4,166$234K0.3%13F-HRTimeline
Quantum Private Wealth, LLC4,124$233K0.07%013F-HRTimeline
Veltria Advisors Corp.4,110$232K0.1%new13F-HRTimeline
West Coast Financial LLC4,108$232K0.03%+3713F-HRTimeline
Frisch Financial Group, Inc.4,105$232K0.07%-713F-HRTimeline
EHP Funds Inc.4,100$232K0.24%013F-HRTimeline
Financiere des Professionnels - Fonds d…4,100$232K0.02%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.4,091$231K0.01%-160,24413F-HRTimelineGroup
First PREMIER Bank4,079$231K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC4,081$231K0.02%-4,92313F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,065$230K0.11%-11513F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.4,057$229K0.23%+11513F-HRTimeline
GK Wealth Management LLC4,054$229K0.29%13F-HRTimeline
Keystone Financial Group4,048$229K0.02%new13F-HRTimeline
ALKEME WEALTH, LLC4,046$229K0.1%013F-HRTimeline
Tradition Wealth Management, LLC4,044$229K0.02%-1,01613F-HRTimeline
Bogart Wealth, LLC4,040$229K0.01%+50813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,031$228K0.1%-4013F-HRTimeline
Redmond Asset Management, LLC4,030$228K0.06%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …4,015$227K0.05%new13F-HRTimelineGroup
ARTHUR M. COHEN & ASSOCIATES, LLC4,010$227K0.04%013F-HRTimeline
Spartan Planning & Wealth Management4,009$227K0.21%13F-HRTimeline
CFM WEALTH PARTNERS LLC4,008$227K0.04%013F-HRTimeline
Prentice Wealth Management LLC4,007$227K0.07%+2213F-HRTimeline
Autumn Glory Partners, LLC4,001$226K0.11%-6813F-HRTimeline
Capital Management Associates, Inc4,000$226K0.08%new13F-HRTimeline
Blackston Financial Advisory Group, LLC3,996$226K0.11%-16413F-HRTimeline
Financial Advisors, LLC3,979$225K0.04%013F-HRTimeline
Addison Advisors LLC3,977$225K0.06%-63313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,974$225K0.06%new13F-HR/ATimeline
MOTCO3,974$225K0.02%-2,80013F-HRTimeline
Catalina Capital Group, LLC3,970$225K0.07%new13F-HRTimeline
Basepoint Wealth LLC3,968$224K0.18%new13F-HRTimeline
Parkside Advisors LLC3,968$224K0.05%-1,81813F-HRTimeline
MRA Advisory Group3,964$224K0.12%-62113F-HRTimeline
Avior Wealth Management, LLC3,961$224K0.01%+17013F-HRTimeline
Carson Advisory Inc.3,953$224K0.16%-40013F-HRTimeline
Baker Avenue Asset Management, LP3,952$224K0.01%new13F-HRTimeline
Certified Advisory Corp3,946$223K0.02%-1313F-HRTimeline
SignalPoint Asset Management, LLC3,941$223K0.05%+113F-HRTimeline
S.A. Mason LLC3,928$222K0.12%-15813F-HRTimeline
GEN Financial Management, INC.3,925$222K0.14%13F-HRTimeline
Northwest Bancshares, Inc.3,925$222K0.04%-45013F-HRTimeline
PYA Waltman Capital, LLC3,925$222K0.07%013F-HRTimeline
Lloyd Advisory Services, LLC.3,924$222K0.11%-74113F-HRTimeline
Bullock Wealth Management Group3,920$222K0.13%+1013F-HRTimeline
Atlas Wealth LLC3,915$221K0.08%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC3,912$221K0.16%013F-HRTimeline
Schrum Private Wealth Management LLC3,910$221K0.19%-2,39013F-HRTimeline
VICUS CAPITAL3,910$221K0.02%new13F-HRTimeline
Paragon Capital Management Ltd3,909$221K0.04%013F-HRTimeline
SlateStone Wealth, LLC3,915$221K0.02%-11813F-HRTimeline
O'Dell Group, LLC3,902$221K0.05%-1,63813F-HRTimeline
Linscomb Wealth, Inc.3,894$220K0.01%-78713F-HRTimeline
Legal Advantage Investments, Inc.3,891$220K0.12%new13F-HRTimeline
Riverview Trust Co3,883$220K0.2%+51113F-HRTimeline
Connecticut Wealth Management, LLC3,882$220K0.01%-14513F-HRTimeline
Smith Thornton Advisors LLC3,881$220K0.14%-3013F-HRTimeline
Wynn Capital, LLC3,875$219K0.14%013F-HRTimeline
Finward Bancorp3,864$219K0.19%13F-HRTimeline
Stockman Wealth Management, Inc.3,857$218K0.03%-31813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co3,850$218K0.05%-74813F-HRTimeline
New Jersey Better Educational Savings T…3,849$218K0.42%new13F-HRTimeline
Birchcreek Wealth Management, LLC3,825$216K0.14%new13F-HRTimeline
Sandy Cove Advisors, LLC3,824$216K0.08%new13F-HRTimeline
Focus Financial Network, Inc.3,820$216K0.01%-7513F-HRTimeline
L & S Advisors Inc3,795$215K0.02%-66813F-HRTimeline
SoundView Advisors Inc.3,792$214K0.09%13F-HRTimeline
BARR E S & CO3,780$214K0.01%new13F-HRTimeline
ISTHMUS PARTNERS, LLC3,767$213K0.03%new13F-HRTimeline
Towercrest Capital Management3,757$212K0.03%new13F-HRTimeline
DEARBORN PARTNERS LLC3,755$212K0.01%new13F-HRTimeline
Carmel Capital Partners, LLC3,748$212K0.09%new13F-HRTimeline
Clearstead Trust, LLC3,720$210K0.05%+1213F-HRTimeline
Compass Ion Advisors, LLC3,713$210K0.02%new13F-HRTimeline
Merriman Wealth Management, LLC3,705$210K0.01%new13F-HRTimeline
Kooman & Associates3,703$209K0.08%new13F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC3,700$209K0.03%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP3,700$209K0.03%-9,13413F-HRTimeline
Kercheville Advisors, LLC3,696$209K0.08%new13F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …3,687$209K0.03%new13F-HRTimeline
Aspire Growth Partners LLC3,684$208K0.2%13F-HRTimeline
Reliant Investment Partners, LLC3,681$208K0.18%13F-HRTimeline
D'Orazio & Associates, Inc.3,678$208K0.03%new13F-HRTimeline
Priebe Wealth Holdings LLC3,677$208K0.14%new13F-HRTimeline
Hoxton Planning & Management, LLC3,665$207K0.08%new13F-HRTimeline
SUMMITRY LLC3,660$207K0.01%new13F-HRTimeline
Monument Capital Management3,655$207K0.06%new13F-HRTimeline
Dechtman Wealth Management, LLC3,653$207K0.04%new13F-HRTimeline
TriaGen Wealth Management LLC3,651$207K0.07%new13F-HRTimeline
Wallace Capital Management Inc.3,650$206K0.03%new13F-HRTimeline
GDS Wealth Management3,638$206K0.02%new13F-HRTimeline
NOVEM GROUP3,626$205K0.03%13F-HRTimeline
TigerOak Management, L.L.C.3,621$205K0.07%13F-HRTimeline
CAP Partners, LLC3,616$205K0.14%new13F-HRTimeline
Kolinsky Wealth Management, LLC3,609$204K0.12%new13F-HRTimeline
Amica Retiree Medical Trust3,614$204K0.19%-31413F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…3,600$204K0.01%new13F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.3,584$203K0.06%new13F-HRTimeline
Keeley-Teton Advisors, LLC3,570$202K0.02%-1,50013F-HRTimeline
Weaver Consulting Group3,570$202K0.06%new13F-HRTimeline
Executive Wealth Management, LLC3,564$202K0.02%new13F-HRTimeline
Round Rock Advisors LLC3,561$201K0.04%new13F-HRTimeline
Maple Capital Management, Inc.3,559$201K0.01%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,555$201K0.08%new13F-HRTimeline
Gradient Capital Advisors, LLC3,549$201K0.06%new13F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC3,546$201K0.04%-67313F-HRTimeline
Second Line Capital, LLC3,539$200K0.05%-1,94413F-HRTimeline
Bruce G. Allen Investments, LLC3,538$200K0.16%+13313F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …3,531$200K0.01%013F-HR/ATimelineGroup
Golden State Wealth Management, LLC3,519$199K0.03%13F-HRTimeline
Howard Capital Management Group, LLC3,455$195K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC3,429$194K0.03%-2813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,375$191K0.02%+4013F-HRTimelineGroup
WR Wealth Planners, LLC3,364$190K0.06%-28213F-HRTimeline
Medallion Wealth Advisors, LLC3,277$190K0.09%13F-HRTimeline
Cassady Schiller Wealth Management, LLC3,319$188K0.07%+12513F-HRTimeline
BOK Financial Private Wealth, Inc.3,267$185K0.01%-1,91413F-HRTimeline
Clean Yield Group3,239$183K0.06%-10013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,222$182K0.01%+1413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,200$181K0.07%013F-HRTimeline
STANCE CAPITAL LLC3,200$181K0.11%13F-HRTimeline
Pinnacle Bancorp, Inc.3,176$180K0.06%+60013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,155$178K0.02%+45613F-HRTimeline
Beacon Capital Management, LLC2,884$163K0.02%-1813F-HRTimeline
HHM Wealth Advisors, LLC2,866$162K0.02%+51413F-HRTimeline
West Branch Capital LLC2,863$162K0.05%013F-HRTimeline
Sherman Asset Management, Inc.2,861$162K0.15%13F-HRTimeline
Pacific Center for Financial Services2,757$156K0.04%013F-HRTimeline
Sugarloaf Wealth Management, LLC2,737$155K0.03%+8013F-HRTimeline
Tower View Wealth Management LLC2,724$154K0.08%+2413F-HRTimeline
Creative Capital Management Investments…2,688$152K0.06%+10013F-HRTimeline
TFC Financial Management, Inc.2,678$151K0.02%+2513F-HRTimeline
Capital Advisors, Ltd. LLC2,659$150K0.02%+20813F-HRTimeline
Global Financial Private Client, LLC2,634$149K0.06%+4413F-HRTimeline
Anderson Financial Strategies, LLC2,600$147K0.09%13F-HRTimeline
Wingate Wealth Advisors, Inc.2,582$146K0.14%13F-HRTimeline
Advantage Trust Co2,475$140K0.08%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,449$139K0.02%new13F-HRTimeline
WINTRUST INVESTMENTS LLC2,430$137K0.12%-1,50413F-HRTimeline
Fairscale Capital, LLC2,422$137K0.12%013F-HRTimeline
Quent Capital, LLC2,414$137K0.01%+5613F-HRTimeline
American Capital Advisory, LLC2,333$132K0.07%-6513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,308$131K0.04%+8013F-HRTimeline
Financial Network Wealth Advisors LLC2,233$126K0.23%+87913F-HRTimeline
Gen-Wealth Partners Inc2,230$126K0.05%-3113F-HRTimeline
Blume Capital Management, Inc.2,204$125K0.03%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,200$124K0.04%-10013F-HRTimeline
Compass Wealth Management LLC2,198$124K0.03%013F-HRTimeline
Princeton Global Asset Management LLC2,186$124K0.02%-34613F-HRTimeline
HORIZON BANCORP INC /IN/2,175$123K0.06%+1213F-HRTimeline
Coston, McIsaac & Partners2,074$117K0.03%+23313F-HRTimeline
Tidemark, LLC2,063$117K0.04%-33213F-HRTimeline
Centricity Wealth Management, LLC2,041$115K0.11%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,030$115K0.04%+11013F-HRTimeline
Rise Advisors, LLC2,025$115K0.06%-13513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,970$113K<0.01%13F-HRTimelineGroup
Peoples Bank/KS1,983$112K0.08%013F-HRTimeline
Cranbrook Wealth Management, LLC1,911$108K0.03%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,900$107K0.01%+30013F-HRTimeline
S&T Bank/PA1,887$107K0.03%new13F-HRTimeline
Cetera Trust Company, N.A1,880$106K0.07%-8813F-HRTimeline
Tanglewood Legacy Advisors, LLC1,868$106K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC1,849$105K<0.01%-72013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,849$105K0.01%+64913F-HRTimeline
FSA Wealth Management LLC1,815$103K0.04%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,813$103K0.02%-13213F-HRTimeline
Global Trust Asset Management, LLC1,801$102K0.04%+60013F-HRTimeline
Sachetta, LLC1,795$102K0.04%-17813F-HRTimeline
Hemington Wealth Management1,794$101K0.03%+2413F-HRTimeline
First Command Advisory Services, Inc.1,742$98.5K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,733$98K0.01%+22713F-HRTimeline
Rosenberg Matthew Hamilton1,705$96.4K0.03%+69413F-HRTimeline