Skip to content
Disclosery

BMY BRISTOL-MYERS SQUIBB CO

Follow

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
Rise Advisors, LLC1,915$88.7K0.04%-60813F-HRTimeline
Quaker Wealth Management, LLC1,914$88.6K0.03%new13F-HRTimeline
First Command Advisory Services, Inc.1,914$88.6K<0.01%-63113F-HRTimeline
Center for Financial Planning, Inc.1,869$86.5K0.01%+25613F-HRTimeline
Tanglewood Legacy Advisors, LLC1,868$86.5K0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,850$85.6K0.02%-35013F-HRTimeline
PITTENGER & ANDERSON INC1,849$85.6K<0.01%013F-HRTimeline
Avalon Trust Co1,846$85.5K0.01%-65113F-HRTimeline
Bell Investment Advisors, Inc1,845$85.4K0.01%+1,32113F-HRTimeline
HORIZON BANCORP INC /IN/1,844$85K0.04%-6013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Abound Wealth Management1,829$84.7K0.02%+1,52413F-HRTimeline
VSM Wealth Advisory, LLC1,816$84.1K0.03%+43113F-HRTimeline
Binnacle Investments Inc1,801$83.4K0.05%+26213F-HRTimeline
Beaird Harris Wealth Management, LLC1,796$83.1K0.01%+11413F-HRTimeline
Greykasell Wealth Strategies, Inc.1,749$80.9K0.04%-16313F-HRTimeline
Cranbrook Wealth Management, LLC1,746$80.8K0.02%-7713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,728$80K0.02%+71713F-HRTimeline
WPG Advisers, LLC1,727$79.9K0.07%+62413F-HRTimeline
Hughes Financial Services, LLC1,764$79.1K0.01%-22413F-HRTimeline
GW&K Investment Management, LLC1,682$78K<0.01%+51413F-HRTimeline
Investment Research & Advisory Group, I…1,650$76.4K0.03%013F-HRTimeline
Salomon & Ludwin, LLC1,598$76.1K0.01%+18313F-HRTimeline
N.E.W. Advisory Services LLC1,613$74.7K0.01%-24813F-HRTimeline
Opal Wealth Advisors, LLC1,603$74.2K0.02%-70313F-HRTimeline
FNY Investment Advisers, LLC1,610$74K0.03%-1,50013F-HRTimeline
Garde Capital, Inc.1,587$73.5K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,581$73.2K0.03%+39513F-HRTimeline
Park Place Capital Corp1,520$72.2K0.02%-9,85213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,556$72.1K0.04%013F-HRTimeline
Orion Capital Management LLC1,550$71.8K0.03%013F-HRTimeline
IMA Advisory Services, Inc.1,540$71.3K0.01%+1513F-HRTimeline
Briaud Financial Planning Inc1,536$71K0.03%013F-HRTimeline
High Note Wealth, LLC1,505$69.7K0.02%013F-HRTimeline
Blume Capital Management, Inc.1,504$69.6K0.01%-50313F-HRTimeline
Hopwood Financial Services, Inc.1,500$69.4K0.05%013F-HRTimeline
Whipplewood Advisors, LLC1,491$69K0.04%-5813F-HRTimeline
FSA Wealth Management LLC1,485$68.7K0.03%013F-HRTimeline
PROFFITT & GOODSON INC1,458$67.5K0.01%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,689$66.6K<0.01%+42613F-HRTimeline
Battery Global Advisors, LLC1,436$66.5K0.03%013F-HRTimeline
AllSquare Wealth Management LLC1,400$64.8K0.04%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,386$64K0.02%-3313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,380$63.9K0.03%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,349$62.4K0.06%+413F-HRTimeline
Nalls Sherbakoff Group, LLC1,341$62.1K0.05%+40013F-HRTimeline
Tortoise Investment Management, LLC1,339$62K0.01%+6313F-HRTimeline
Costello Asset Management, INC1,334$61.7K0.02%+113F-HRTimeline
Canton Hathaway, LLC1,320$61K0.01%+5013F-HRTimeline
ALERUS FINANCIAL NA1,300$60.2K<0.01%new13F-HRTimeline
Tidemark, LLC1,298$60.1K0.02%-11713F-HRTimeline
Security National Bank1,294$59.9K0.01%+8713F-HRTimeline
Evergreen Private Wealth LLC1,268$58.7K0.02%013F-HRTimeline
Hemington Wealth Management1,273$58K0.01%-37013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,218$56.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,209$56K0.01%013F-HRTimeline
Founders Capital Management1,200$55.5K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC1,200$55.5K0.04%013F-HRTimeline
Olistico Wealth, LLC1,200$55.5K0.03%013F-HRTimeline
Essential Partners LLC1,188$55K0.02%13F-HRTimeline
Sarver Vrooman Wealth Advisors1,185$54.9K0.04%-12413F-HRTimeline
Tradewinds Capital Management, LLC1,172$54.3K0.01%-10613F-HRTimeline
AMERIFLEX GROUP, INC.1,131$52.8K0.03%-8,74113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,123$52K<0.01%+23713F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,120$51.8K0.01%013F-HRTimeline
Sachetta, LLC1,067$49.4K0.02%-39913F-HRTimeline
Silicon Valley Capital Partners1,067$49.4K0.01%+1413F-HRTimeline
Financial Perspectives, Inc1,066$49.3K0.01%013F-HRTimeline
WFA of San Diego, LLC1,063$49.2K0.04%13F-HRTimeline
Missouri Trust & Investment Co1,030$47.7K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,021$47.3K<0.01%-1,62213F-HRTimeline
Cherry Tree Wealth Management, LLC1,013$46.9K0.01%013F-HRTimeline
Peterson Wealth Services1,002$46.4K0.01%+2313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,000$46.3K0.02%+70013F-HRTimeline
Cornerstone National Bank & Trust Co1,000$46.3K0.02%013F-HRTimeline
HighMark Wealth Management LLC1,000$46.3K0.02%-3213F-HRTimeline
SJS Investment Consulting Inc.998$46.2K0.01%-4313F-HRTimeline
North Capital, Inc.987$45.7K0.04%-11413F-HRTimeline
Cornerstone Planning Group LLC975$44.7K0.01%-15613F-HRTimeline
Strategic Investment Solutions, Inc. /IL963$44.6K0.01%+1113F-HRTimeline
Volterra Technologies LP959$44.4K0.06%13F-HRTimeline
Private Wealth Management Group, LLC954$44.2K0.01%+213F-HRTimeline
Nexus Investment Management ULC953$44.1K0.01%013F-HRTimeline
ORG Partners LLC927$44.1K0.01%+19613F-HRTimeline
Talon Private Wealth, LLC934$43.2K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC917$42.4K0.04%-1513F-HRTimeline
Roxbury Financial LLC917$42.4K0.04%-10013F-HRTimeline
Ramirez Asset Management, Inc.916$42.4K0.01%-20013F-HRTimeline
Global Trust Asset Management, LLC901$41.7K0.02%-80013F-HRTimeline
Heritage Wealth Advisors900$41.7K<0.01%013F-HRTimeline
NewSquare Capital LLC884$40.9K<0.01%-813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC864$40.2K0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…867$40.1K0.02%013F-HRTimeline
Princeton Global Asset Management LLC843$39K0.01%-1,24313F-HRTimeline
Tacita Capital Inc819$37.9K0.02%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC818$37.9K0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT800$37K<0.01%013F-HRTimeline
PrairieView Partners, LLC800$37K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.781$36.1K0.01%+26713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC779$36.1K0.01%+35413F-HRTimeline
Roble, Belko & Company, Inc784$36K0.01%+813F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.776$35.9K0.03%013F-HRTimeline
Rialto Wealth Management, LLC768$35.6K0.01%-70113F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.755$34.9K<0.01%-913F-HRTimelineGroup
Wood Tarver Financial Group, LLC751$34K0.01%+6613F-HRTimeline
SIERRA OCEAN, LLC725$33.6K0.02%-14613F-HRTimeline
Fairman Group, LLC718$33.2K0.03%-10113F-HRTimeline
WOLFF WIESE MAGANA LLC704$32.6K0.02%+4413F-HRTimeline
Core Alternative Capital700$32.4K0.01%013F-HRTimeline
ESL Trust Services, LLC700$32.4K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.686$31.8K0.02%-40513F-HRTimeline
Main Street Group, LTD682$31.6K0.01%-2413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC679$31.4K0.01%013F-HRTimeline
LGT Financial Advisors LLC678$31.4K0.08%+12113F-HRTimeline
Accent Capital Management, LLC670$31K0.01%+12913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…652$31K0.01%013F-HRTimelineGroup
Westend Capital Management, LLC668$30.9K0.01%013F-HRTimeline
Global Wealth Strategies & Associates653$30.2K0.01%+17813F-HRTimeline
TSFG, LLC655$30K0.01%013F-HRTimeline
Goodman Advisory Group, LLC647$29.9K0.01%013F-HRTimeline
REAP Financial Group, LLC639$29.6K0.01%+42813F-HRTimeline
Comprehensive Financial Planning, Inc./…620$28.7K0.02%+713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.616$28.5K0.01%+7013F-HR/ATimelineGroup
CBIZ Investment Advisory Services, LLC609$28.2K<0.01%+2813F-HRTimeline
EQ WEALTH ADVISORS, LLC600$27.8K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC590$27.3K0.02%013F-HRTimeline
TruNorth Capital Management, LLC582$26.9K0.01%-1,09313F-HRTimeline
Mascoma Wealth Management LLC578$26.8K0.01%-6013F-HRTimeline
Darwin Wealth Management, LLC544$25.2K0.01%-1913F-HRTimeline
Trifecta Capital Advisors, LLC538$24.9K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.530$24.5K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC500$23.1K0.03%013F-HRTimeline
Fortis Group Advisors, LLC500$23.1K<0.01%013F-HRTimeline
Operose Advisors LLC500$23.1K0.01%013F-HRTimeline
NFSG Corp470$21.8K<0.01%-3,95513F-HRTimeline
Robbins Farley460$21.3K0.01%013F-HRTimeline
GODSEY & GIBB, INC455$21.1K<0.01%013F-HRTimeline
TD Capital Management LLC455$21.1K<0.01%-16513F-HRTimeline
Keener Financial Planning LLC468$21K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.450$20.8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC446$20.6K0.01%-20013F-HRTimeline
Dunhill Financial, LLC445$20.6K0.01%-713F-HRTimeline
Howard Hughes Medical Institute438$20.3K0.01%new13F-HRTimeline
Painted Porch Advisors LLC432$20K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC426$19.7K0.01%+613F-HRTimeline
Provenance Wealth Advisors, LLC425$19.7K<0.01%-17513F-HRTimeline
SWAN Capital LLC414$19.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.410$19K0.01%-513F-HRTimeline
Financial Freedom, LLC400$18.5K0.01%+313F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC400$18.5K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC400$18.5K0.01%013F-HRTimeline
AFFINITY WEALTH LLC399$18.5K0.02%013F-HRTimeline
Navigoe, LLC400$18K0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.398$18K0.02%+513F-HRTimeline
Activest Wealth Management367$17K<0.01%+16313F-HRTimeline
MorganRosel Wealth Management, LLC339$15.7K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.330$15.7K0.01%-50813F-HRTimeline
IAG Wealth Partners, LLC335$15.5K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC328$15.4K0.01%+2513F-HRTimeline
Cetera Trust Company, N.A330$15.3K0.01%013F-HRTimeline
Kilter Group LLC321$14.9K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$14.1K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.292$14K<0.01%new13F-HRTimeline
MONTAG & CALDWELL, LLC300$13.9K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC300$13.9K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.300$13.9K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC300$13.9K0.01%new13F-HRTimeline
Minot DeBlois Advisors LLC298$13.8K0.01%013F-HRTimeline
Winch Advisory Services, LLC296$13.7K<0.01%+413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…285$13.2K0.01%013F-HRTimeline
YANKCOM Partnership282$13.1K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …275$12.7K0.02%013F-HRTimeline
Redwood Park Advisors LLC270$12.5K0.01%-4113F-HRTimeline
MILLER WEALTH ADVISORS, LLC270$12.5K0.01%+313F-HRTimeline
Valued Wealth Advisors LLC267$12.4K0.01%-1,03413F-HRTimeline
Physician Wealth Advisors, Inc.256$11.9K<0.01%+4513F-HRTimeline
COUNTRY TRUST BANK235$10.9K<0.01%new13F-HRTimeline
Pacifica Partners Inc.230$10.7K<0.01%-3013F-HRTimeline
2UniFi Bank230$10.6K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.223$10.3K0.01%13F-HRTimeline
Kiker Wealth Management, LLC210$9.72K0.01%-5,42013F-HRTimeline
IMG Wealth Management, Inc.207$9.58K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…201$9.32K<0.01%-5413F-HRTimeline
Vermillion & White Wealth Management Gr…200$9.26K0.01%-11513F-HRTimeline
Morton Brown Family Wealth, LLC200$9.26K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC198$9.16K0.01%013F-HRTimeline
Avion Wealth202$9K<0.01%-513F-HR/ATimeline
DiNuzzo Private Wealth, Inc.184$8.52K<0.01%-1813F-HRTimeline
BFSG, LLC179$8.29K<0.01%-4513F-HRTimeline
Transce3nd, LLC178$8.24K<0.01%+16513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC168$7.79K<0.01%-22613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.165$7.64K0.01%-25813F-HRTimeline
Bare Financial Services, Inc162$7.5K<0.01%+15313F-HRTimeline
Iron Horse Wealth Management, LLC157$7.27K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC156$7.22K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC155$7.19K<0.01%-85213F-HRTimeline
Frazier Financial Advisors, LLC153$7.08K<0.01%-33213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…165$7K<0.01%013F-HRTimelineGroup
Winthrop Capital Management, LLC152$7K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…145$6.71K<0.01%+7913F-HRTimeline
Glass Jacobson Investment Advisors llc144$6.67K<0.01%-36613F-HRTimeline