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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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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
High Note Wealth, LLC1,603$72.3K0.01%+9813F-HRTimeline
Orion Capital Management LLC1,550$69.9K0.02%013F-HRTimeline
Blume Capital Management, Inc.1,504$67.8K0.01%013F-HRTimeline
Founders Capital Management1,500$67.7K0.04%+30013F-HRTimeline
FSA Wealth Management LLC1,485$67K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC1,478$66.7K0.01%-46613F-HRTimeline
Riverview Trust Co1,471$66.3K0.08%-1,86713F-HRTimeline
PROFFITT & GOODSON INC1,458$65.8K0.01%013F-HRTimeline
Battery Global Advisors, LLC1,436$64.8K0.03%013F-HRTimeline
AllSquare Wealth Management LLC1,400$63.1K0.03%013F-HRTimeline
Hopwood Financial Services, Inc.1,400$63.1K0.04%-10013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,380$62.2K0.03%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,353$61K0.05%+413F-HRTimeline
Hemington Wealth Management1,370$61K0.01%+9713F-HRTimeline
Nalls Sherbakoff Group, LLC1,341$60.5K0.04%013F-HRTimeline
Park Place Capital Corp1,339$60.4K0.01%-18113F-HRTimeline
Canton Hathaway, LLC1,320$60K0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,316$59.4K0.01%-2313F-HRTimeline
WPG Advisers, LLC1,299$58.6K0.05%-42813F-HRTimeline
Security National Bank1,294$58.4K0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,267$57.1K0.04%-22413F-HRTimeline
N.E.W. Advisory Services LLC1,259$56.8K0.01%-35413F-HRTimeline
Carolina Wealth Advisors, LLC1,248$56.3K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC1,235$55.7K0.02%-58113F-HRTimeline
GW&K Investment Management, LLC1,219$55K<0.01%-46313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,209$54.5K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,200$54.1K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MB, LEVIS & ASSOCIATES, LLC1,198$54K0.02%-38313F-HRTimeline
Tradewinds Capital Management, LLC1,190$53.7K0.01%+1813F-HRTimeline
Sarver Vrooman Wealth Advisors1,185$53.4K0.03%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,171$52.8K0.01%+15013F-HRTimeline
Costello Asset Management, INC1,134$51.1K0.02%-20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,133$51.1K<0.01%+1013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,120$50.5K0.01%013F-HRTimeline
Sachetta, LLC1,114$50.2K0.02%+4713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,091$49K0.01%-29513F-HRTimeline
HighMark Wealth Management LLC1,085$49K0.02%+8513F-HRTimeline
Silicon Valley Capital Partners1,082$48.8K<0.01%+1513F-HRTimeline
True Wealth Design, LLC1,074$48.4K0.01%+93613F-HRTimeline
Financial Perspectives, Inc1,066$48.1K0.01%013F-HRTimeline
WFA of San Diego, LLC1,063$47.9K0.03%013F-HRTimeline
Evergreen Private Wealth LLC1,058$47.7K0.02%-21013F-HRTimeline
Quarry LP1,056$47.6K0.01%new13F-HRTimeline
2UniFi Bank1,040$46.9K0.02%+81013F-HRTimeline
Financial Network Wealth Advisors LLC1,035$46.7K0.05%-1,34213F-HRTimeline
Missouri Trust & Investment Co1,030$46.5K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,027$46.3K0.01%+7313F-HRTimeline
Cornerstone Planning Group LLC1,015$46.3K0.01%+4013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,024$46.2K0.01%-70413F-HRTimeline
Cherry Tree Wealth Management, LLC1,013$45.7K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co1,000$45.1K0.02%013F-HRTimeline
Tacita Capital Inc996$44.9K0.03%+17713F-HRTimeline
North Capital, Inc.988$44.6K0.03%+113F-HRTimeline
Peterson Wealth Services42,764$44.2K0.01%+41,76213F-HRTimeline
Strategic Investment Solutions, Inc. /IL976$44K0.01%+1313F-HRTimeline
Nexus Investment Management ULC953$43K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC917$41.4K0.04%013F-HRTimeline
Ramirez Asset Management, Inc.916$41.3K0.01%013F-HRTimeline
ORG Partners LLC912$41.2K0.01%-1513F-HRTimeline
Global Trust Asset Management, LLC901$40.6K0.02%013F-HRTimeline
Heritage Wealth Advisors900$40.6K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.852$40.4K0.02%new13F-HRTimeline
Bradley & Co. Private Wealth Management…867$39.1K0.02%013F-HRTimeline
Clark Wealth Partners717$38.7K0.02%+61613F-HRTimeline
SJS Investment Consulting Inc.831$37.5K0.01%-16713F-HRTimeline
DHJJ Financial Advisors, Ltd.815$36.8K0.01%+3413F-HRTimeline
ALBION FINANCIAL GROUP /UT800$36.1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc794$36K<0.01%+1013F-HRTimeline
JPL Wealth Management, LLC793$35.8K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp742$35.3K0.05%13F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.776$35K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC773$34.9K0.01%+9413F-HR/ATimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.752$33.9K<0.01%-313F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC750$33.8K0.02%-25013F-HRTimeline
ESL Trust Services, LLC740$33.4K0.01%+4013F-HRTimeline
Roxbury Financial LLC740$33.4K0.03%-17713F-HRTimeline
Fairman Group, LLC718$32.4K0.03%013F-HRTimeline
Core Alternative Capital700$31.6K0.01%013F-HRTimeline
REAP Financial Group, LLC697$31.4K0.01%+5813F-HRTimeline
Rosenberg Matthew Hamilton696$31.4K0.01%-3,10313F-HRTimeline
Vermillion Wealth Management, Inc.686$30.9K0.01%013F-HRTimeline
Main Street Group, LTD682$30.8K0.01%013F-HRTimeline
Westend Capital Management, LLC668$30.1K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC665$30K0.02%-3913F-HRTimeline
TSFG, LLC656$30K<0.01%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…652$29.4K0.01%013F-HRTimelineGroup
Goodman Advisory Group, LLC647$29.2K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…627$28.3K0.02%+713F-HRTimeline
Robbins Farley627$28.3K0.01%+16713F-HRTimeline
Rialto Wealth Management, LLC618$27.9K0.01%-15013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.605$27K<0.01%+31313F-HRTimeline
Dynamic Wealth Strategies, LLC590$26.6K0.02%013F-HRTimeline
TruNorth Capital Management, LLC582$26.2K0.01%013F-HRTimeline
Accordant Advisory Group Inc580$26.2K0.02%-1,73213F-HRTimeline
Darwin Wealth Management, LLC551$24.9K0.01%+713F-HRTimeline
Activest Wealth Management530$23.9K<0.01%+16313F-HRTimeline
North Ridge Wealth Advisors, Inc.530$23.9K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC500$22.6K0.03%013F-HRTimeline
Fortis Group Advisors, LLC500$22.6K<0.01%013F-HRTimeline
Operose Advisors LLC500$22.6K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC493$22.2K<0.01%-28613F-HRTimeline
Tripletail Wealth Management, LLC494$22.1K0.03%new13F-HRTimeline
Global Wealth Strategies & Associates475$21.4K0.01%-17813F-HRTimeline
NFSG Corp470$21.2K<0.01%013F-HRTimeline
Keener Financial Planning LLC468$21K0.01%013F-HRTimeline
GODSEY & GIBB, INC455$20.5K<0.01%013F-HRTimeline
Corundum Trust Company, INC451$20.3K0.04%new13F-HRTimeline
PINNEY & SCOFIELD, INC.450$20.3K0.01%013F-HRTimeline
Howard Hughes Medical Institute438$19.8K0.01%013F-HRTimeline
Dogwood Wealth Management LLC436$19.7K0.01%+10813F-HRTimeline
Painted Porch Advisors LLC432$19.5K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.430$19.4K0.01%+10013F-HRTimeline
SWAN Capital LLC414$18.7K0.01%013F-HRTimeline
Financial Freedom, LLC405$18.2K0.01%+513F-HRTimeline
Navigoe, LLC400$18K0.01%013F-HRTimeline
AFFINITY WEALTH LLC399$18K0.01%013F-HRTimeline
Kilter Group LLC382$17.2K0.01%+6113F-HRTimeline
Bell Investment Advisors, Inc365$16.5K<0.01%-1,48013F-HRTimeline
Provenance Wealth Advisors, LLC360$16.2K<0.01%-6513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…343$15.5K<0.01%+25813F-HRTimelineGroup
JCIC Asset Management Inc.340$15.3K<0.01%13F-HRTimeline
IAG Wealth Partners, LLC335$15.1K<0.01%013F-HRTimeline
Cetera Trust Company, N.A330$14.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.326$14.7K0.01%-8413F-HRTimeline
YANKCOM Partnership322$14.5K0.01%+4013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$13.8K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC304$13.7K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC300$13.5K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC300$13.5K0.01%013F-HRTimeline
Winch Advisory Services, LLC300$13.5K<0.01%+413F-HRTimeline
Kozak & Associates, Inc.284$13.3K<0.01%+14613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…285$12.9K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.275$12.4K<0.01%+1913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …275$12.4K0.02%013F-HRTimeline
Redwood Park Advisors LLC274$12.3K0.01%+413F-HRTimeline
MILLER WEALTH ADVISORS, LLC274$12.3K<0.01%+413F-HRTimeline
GGM Financial LLC269$12.1K0.01%new13F-HRTimeline
Cloud Capital Management, LLC273$12K0.01%new13F-HRTimeline
TD Capital Management LLC256$11.5K<0.01%-19913F-HRTimeline
Fourth Dimension Wealth, LLC250$11.3K<0.01%-19613F-HRTimeline
Pacifica Partners Inc.230$10.9K<0.01%013F-HRTimeline
COUNTRY TRUST BANK240$10.8K<0.01%+513F-HRTimeline
Strengthening Families & Communities, L…232$10.5K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC228$10.3K<0.01%-35013F-HRTimeline
Valued Wealth Advisors LLC228$10.3K<0.01%-3913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …221$9.98K<0.01%13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC220$9.92K<0.01%-20,22013F-HRTimelineGroup
IMG Wealth Management, Inc.207$9.34K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…200$9.02K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC200$9.02K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.200$9.02K0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC198$8.93K0.01%013F-HRTimeline
Marquette Asset Management, LLC196$8.84K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC195$8.8K<0.01%-41413F-HRTimeline
Westfuller Advisors, LLC192$8.67K<0.01%new13F-HRTimeline
Guerra Advisors Inc186$8.41K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.178$8.4K<0.01%-613F-HRTimeline
BFSG, LLC179$8.07K<0.01%013F-HRTimeline
Ball & Co Wealth Management Inc.191$8K0.01%-20713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC169$7.62K<0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC167$7.53K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.165$7.44K<0.01%013F-HRTimeline
Gould Capital, LLC160$7.23K<0.01%+6013F-HRTimeline
1 NORTH WEALTH SERVICES LLC156$7.04K<0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC166$7K0.01%13F-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
Frazier Financial Advisors, LLC153$6.9K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC148$6.68K<0.01%-2013F-HRTimeline
Glass Jacobson Investment Advisors llc144$6.5K<0.01%013F-HRTimeline
Red Tortoise LLC138$6.22K<0.01%013F-HRTimeline
Financial Avengers, Inc.136$6.13K<0.01%+213F-HRTimeline
Accent Capital Management, LLC129$5.82K<0.01%-54113F-HRTimeline
Hurley Capital, LLC126$5.68K<0.01%+1013F-HRTimeline
SIMA Wealth Partners, LLC120$5.41K<0.01%new13F-HRTimeline
Avion Wealth130$5K<0.01%-7213F-HRTimeline
Lowe Wealth Advisors, LLC110$4.96K<0.01%013F-HRTimeline
Bare Financial Services, Inc106$4.78K<0.01%-5613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.105$4.74K<0.01%-11813F-HR/ATimeline
Strategic Advocates LLC104$4.69K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…102$4.63K<0.01%-9913F-HRTimeline
General Partner, Inc.101$4.55K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$4.51K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC93$4.19K<0.01%+2213F-HRTimeline
Cedar Mountain Advisors, LLC85$3.83K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.85$3.82K<0.01%-3013F-HRTimeline
FIRST COMMUNITY TRUST NA80$3.61K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.75$3.38K<0.01%-5613F-HRTimeline
Cedar Wealth Management, LLC71$3.21K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC70$3.16K<0.01%-1213F-HRTimeline
Ulland Investment Advisors, LLC60$3K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…66$2.98K<0.01%-7913F-HRTimeline
NVWM, LLC62$2.8K<0.01%+513F-HRTimeline
WestEnd Advisors, LLC61$2.75K<0.01%-2713F-HRTimeline
Kings Path Partners LLC50$2.25K<0.01%new13F-HRTimeline
Dunhill Financial, LLC48$2.16K<0.01%-39713F-HRTimeline
Holos Integrated Wealth LLC49$2.15K<0.01%013F-HRTimeline
New Millennium Group LLC45$2.01K<0.01%+113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD42$1.89K<0.01%new13F-HRTimeline
Family Legacy Financial Solutions, LLC41$1.85K<0.01%013F-HRTimeline