Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,412 managers (2,463 13F filers) reported a position in BMY shares at 2025-12-31, 1,641,501,146 shares in all. 234 filers opened a position and 146 filers sold out during the quarter.

Managers
2,412
13F filers
2,463
New
234
Added
875
Reduced
956
Sold out
146
Shares held by filers
1,641,501,146

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SkyOak Wealth, LLC4,171$225K0.04%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.4,170$225K0.06%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust4,160$224K0.1%new13F-HRTimelineGroup
Forefront Wealth Partners, LLC4,156$224K0.11%new13F-HRTimeline
WT Wealth Management4,150$224K0.06%-1,93013F-HRTimeline
High Net Worth Advisory Group LLC4,136$223K0.05%-1,30013F-HRTimeline
CMG Global Holdings, LLC3,869$223K0.1%new13F-HRTimeline
Paragon Capital Management Ltd4,129$223K0.04%new13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC4,115$222K0.2%13F-HRTimeline
Kercheville Advisors, LLC4,037$222K0.06%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,107$222K0.03%new13F-HRTimeline
Kidder Stephen W4,100$221K0.06%new13F-HRTimeline
WIMMER ASSOCIATES 1, LLC4,090$221K0.1%new13F-HRTimeline
Orange Investment Advisors, Inc.4,089$221K0.02%-2,80013F-HRTimeline
Certified Advisory Corp4,087$220K0.02%new13F-HRTimeline
Focused Wealth Management, Inc4,058$219K0.02%new13F-HRTimeline
New Republic Capital, LLC4,049$218K0.06%new13F-HRTimeline
ALKEME WEALTH, LLC4,046$218K0.09%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,045$218K0.12%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC4,041$218K0.1%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC4,040$218K0.02%new13F-HRTimeline
Spartan Planning & Wealth Management4,032$217K0.16%new13F-HRTimeline
Beacon Bank & Trust4,026$217K0.04%-5,40913F-HRTimeline
Addison Advisors LLC4,018$217K0.05%+4613F-HRTimeline
First National Bank of Mount Dora, Trus…4,002$216K0.05%new13F-HRTimeline
CFM WEALTH PARTNERS LLC4,000$216K0.03%new13F-HRTimeline
Seneca House Advisors3,956$213K0.08%new13F-HRTimeline
Wealth Management Associates, Inc.3,951$213K0.07%-1,04013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.3,950$213K0.18%new13F-HRTimeline
MATRIX ASSET ADVISORS INC/NY3,929$212K0.02%new13F-HRTimeline
Canopy Partners, LLC3,924$212K0.07%new13F-HRTimeline
WIN ADVISORS, INC3,922$212K0.09%new13F-HRTimeline
Atlas Wealth LLC3,915$211K0.06%new13F-HRTimeline
GM Advisory Group, LLC3,907$211K0.01%new13F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC3,903$211K0.08%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC3,900$210K0.1%+3,15013F-HRTimeline
Five Oceans Advisors3,895$210K0.07%new13F-HRTimeline
Hilton Head Capital Partners, LLC3,887$210K0.12%13F-HRTimeline
BIP Wealth, LLC3,883$209K0.01%new13F-HRTimeline
Xcelsior Advisor Partners LLC3,875$209K0.1%13F-HRTimeline
SOMERVILLE KURT F3,875$209K0.04%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT4,545$209K<0.01%+1,71713F-HRTimeline
KICKSTAND VENTURES, LLC.3,869$209K0.04%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,862$208K0.01%-173,44713F-HRTimelineGroup
COFG Advisors, LLC3,851$208K0.05%13F-HRTimeline
CHASE INVESTMENT COUNSEL CORP3,838$207K0.06%-2,23413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3,834$207K0.04%+99813F-HRTimeline
Foster Group, Inc.3,830$207K0.01%new13F-HRTimeline
Pacific Sage Partners, LLC3,829$207K0.03%new13F-HRTimeline
Smith Thornton Advisors LLC3,829$207K0.11%new13F-HRTimeline
111 Capital3,820$206K0.04%-16,21813F-HRTimeline
Tyche Wealth Partners LLC3,812$206K0.03%new13F-HRTimeline
Brady Martz Wealth Solutions, LLC3,812$206K0.04%new13F-HRTimeline
Klingman & Associates, LLC3,804$205K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,811$205K0.01%-8,71613F-HRTimeline
Mattern Wealth Management LLC3,800$205K0.04%new13F-HRTimeline
SFMG, LLC3,799$205K0.01%-20,43913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,796$205K0.08%new13F-HRTimeline
SEVEN MILE ADVISORY3,793$205K0.04%new13F-HRTimeline
Ellis Investment Partners, LLC3,787$204K0.04%new13F-HRTimeline
Reliant Investment Partners, LLC3,771$203K0.16%new13F-HRTimeline
Compass Ion Advisors, LLC3,764$203K0.02%new13F-HRTimeline
PharVision Advisers, LLC3,762$203K0.1%-2,59613F-HRTimeline
DEARBORN PARTNERS LLC3,755$203K0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC3,750$202K0.03%new13F-HRTimeline
Advisory Advocates, LLC3,745$202K0.2%13F-HRTimeline
PYA Waltman Capital, LLC3,737$202K0.05%new13F-HRTimeline
Teza Capital Management LLC3,735$201K0.65%new13F-HRTimeline
Warwick Investment Management, Inc.3,728$201K0.03%new13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC3,725$201K0.09%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC3,669$201K0.22%13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,712$200K<0.01%new13F-HRTimelineGroup
S.A. Mason LLC3,616$195K0.08%+313F-HRTimeline
Bullock Wealth Management Group3,521$190K0.09%+2213F-HRTimeline
Howard Capital Management Group, LLC3,455$186K0.01%-5,28113F-HRTimeline
Elevated Capital Advisors, LLC3,407$184K0.04%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC3,392$183K0.12%-24213F-HRTimeline
Boreal Capital Management LLC3,385$183K0.14%013F-HRTimeline
Princeton Global Asset Management LLC3,364$181K0.03%+1,52113F-HRTimeline
Murphy & Mullick Capital Management Corp3,308$178K0.13%-76213F-HRTimeline
New Millennium Group LLC3,285$177K0.08%+3,24013F-HRTimeline
Canton Hathaway, LLC3,270$176K0.03%+1,95013F-HRTimeline
First PREMIER Bank3,274$176K0.04%013F-HRTimeline
Curat Global, LLC3,228$174K0.19%-1,00013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…3,200$173K0.05%013F-HRTimeline
Sound Income Strategies, LLC3,072$170K0.01%+17113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,123$168K0.01%+1,99013F-HRTimeline
Medallion Wealth Advisors, LLC3,111$168K0.06%+1113F-HRTimeline
Creative Capital Management Investments…3,102$167K0.05%+51413F-HRTimeline
Piscataqua Savings Bank3,094$167K0.12%-1,18513F-HRTimeline
Rossby Financial, LCC3,064$165K0.05%+43113F-HRTimeline
Golden State Wealth Management, LLC3,027$163K0.02%-48313F-HRTimeline
Root Financial Partners, LLC3,023$163K0.01%-2,25813F-HRTimeline
Quent Capital, LLC2,985$161K0.01%+66613F-HRTimeline
Plante Moran Financial Advisors, LLC2,977$161K0.01%-213F-HRTimeline
Strive Financial Group ,LLC2,974$160K0.08%13F-HR/ATimeline
Wilkerson Advisory Group LLC2,972$160K0.06%13F-HRTimeline
Sherman Asset Management, Inc.2,849$154K0.13%013F-HRTimeline
West Branch Capital LLC2,848$154K0.04%+8513F-HRTimeline
DV EQUITIES, LLC2,839$153K0.03%13F-HRTimeline
Tower View Wealth Management LLC2,785$150K0.07%+3013F-HRTimeline
KELLEHER FINANCIAL ADVISORS2,760$149K0.03%-10013F-HRTimeline
FINANCIAL CONSULATE, INC2,750$148K0.02%-14813F-HRTimeline
Basepoint Wealth LLC2,731$147K0.09%new13F-HRTimeline
BOK Financial Private Wealth, Inc.2,729$147K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.2,716$146K0.01%+7313F-HRTimeline
HORIZON BANCORP INC /IN/2,702$146K0.07%-14413F-HRTimeline
HFM Investment Advisors, LLC2,703$146K0.06%+4313F-HRTimeline
Clean Yield Group2,680$145K0.04%-24113F-HRTimeline
Bogart Wealth, LLC2,597$140K0.01%-1,02413F-HRTimeline
CrossGen Wealth, LLC2,529$136K0.12%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,521$136K0.01%+12013F-HRTimeline
First Command Advisory Services, Inc.2,518$136K<0.01%+62813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,463$133K0.01%-77113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC2,450$132K0.01%+40513F-HRTimeline
Clearstead Trust, LLC2,437$131K0.02%-27613F-HRTimeline
TFC Financial Management, Inc.2,432$131K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC2,396$129K0.07%+1213F-HRTimeline
McIlrath & Eck, LLC2,393$129K0.01%+15013F-HRTimeline
DT Investment Partners, LLC2,383$129K0.01%-1,76813F-HRTimeline
American Capital Advisory, LLC2,368$128K0.06%-513F-HRTimeline
Gen-Wealth Partners Inc2,355$127K0.04%+12513F-HRTimeline
Salomon & Ludwin, LLC2,372$126K0.01%-12813F-HRTimeline
Pacific Center for Financial Services2,757$124K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.2,289$123K0.04%-50013F-HRTimeline
Byrne Asset Management LLC2,279$123K0.07%+48113F-HRTimeline
Advocate Investing Services LLC2,266$122K0.11%13F-HRTimeline
Capital Advisors, Ltd. LLC2,249$121K0.01%-29013F-HRTimeline
DV Trading LLC2,236$121K0.01%13F-HRTimeline
Fairscale Capital, LLC2,197$119K0.08%-22513F-HRTimeline
Cheviot Value Management, LLC2,125$116K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC2,136$115K0.02%013F-HRTimeline
SJS Investment Consulting Inc.2,106$114K0.01%+1,27513F-HRTimeline
Quaker Wealth Management, LLC2,098$113K0.04%+21713F-HRTimeline
Advantage Trust Co2,074$112K0.05%-5813F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC2,035$110K0.11%13F-HRTimeline
Coston, McIsaac & Partners2,010$108K0.03%+7813F-HRTimeline
Compagnie Lombard Odier SCmA2,000$108K<0.01%-238,00013F-HRTimeline
Abound Wealth Management1,989$107K0.03%+1613F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,988$107K0.03%+1,01213F-HRTimeline
Reflection Asset Management1,978$107K0.08%13F-HRTimeline
Hara Capital LLC1,910$103K0.06%-20013F-HRTimeline
S&T Bank/PA1,887$102K0.03%-8613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,883$102K0.08%13F-HRTimeline
Tanglewood Legacy Advisors, LLC1,868$101K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC1,849$99.7K<0.01%013F-HRTimeline
Bravera Wealth1,825$98.4K0.05%13F-HRTimeline
Center for Financial Planning, Inc.1,804$97.3K0.01%+13313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,787$96.4K0.03%+1,74713F-HRTimeline
WPG Advisers, LLC1,768$95.4K0.07%+46913F-HRTimeline
N.E.W. Advisory Services LLC1,762$95K0.01%+50313F-HRTimeline
Hughes Financial Services, LLC1,756$94.7K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,749$94.3K0.01%+2813F-HRTimeline
Investment Research & Advisory Group, I…1,696$93.5K0.03%+2313F-HRTimeline
Nalls Sherbakoff Group, LLC1,708$92.1K0.07%+36713F-HRTimeline
MJT & Associates Financial Advisory Gro…1,700$91.7K0.07%013F-HR/ATimeline
XY Capital Ltd1,661$89.6K0.09%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,650$89K0.02%-20013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,634$88.1K0.03%-11513F-HRTimeline
Activest Wealth Management1,620$87.4K0.02%+1,09013F-HRTimeline
Lodestone Wealth Management LLC1,608$86.7K0.04%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,584$85.4K0.05%new13F-HRTimeline
Prosperity Bancshares Inc1,558$84K0.08%13F-HRTimeline
High Note Wealth, LLC1,554$83.8K0.02%-4913F-HRTimeline
Orion Capital Management LLC1,550$83.6K0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,520$82K0.01%13F-HRTimeline
Founders Capital Management1,500$80.9K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC1,485$80.1K0.05%-1,40813F-HRTimeline
MASECO LLP1,482$79.9K<0.01%new13F-HRTimeline
Riverview Trust Co1,471$79.3K0.1%013F-HRTimeline
PROFFITT & GOODSON INC1,458$78.6K0.01%013F-HRTimeline
Elyxium Wealth, LLC1,450$78.2K0.02%new13F-HRTimeline
Battery Global Advisors, LLC1,436$77.5K0.04%013F-HRTimeline
Miller Capital Partners, Inc.1,435$77.4K0.04%13F-HRTimeline
GW&K Investment Management, LLC1,424$77K<0.01%+20513F-HRTimeline
Monetary Solutions, Ltd1,400$75.5K0.07%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,392$75K0.02%+30113F-HRTimeline
Signature Equity Partners, LLC1,384$74.7K0.04%13F-HRTimeline
ORG Partners LLC1,363$73.5K0.01%+45113F-HRTimeline
Park Place Capital Corp1,350$72.8K0.02%+1113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,348$72.7K<0.01%-54913F-HRTimeline
Tacita Capital Inc1,305$70.4K0.04%+30913F-HRTimeline
2UniFi Bank1,305$70.4K0.03%+26513F-HRTimeline
Board of the Pension Protection Fund1,300$70.1K0.07%new13F-HRTimeline
Security National Bank1,294$69.8K0.01%013F-HRTimeline
Whipplewood Advisors, LLC1,267$68.3K0.04%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,255$67.7K0.07%-9813F-HRTimeline
Carolina Wealth Advisors, LLC1,250$67.4K0.03%+213F-HRTimeline
Godfrey Financial Associates, Inc.1,242$67K0.06%13F-HRTimeline
HHM Wealth Advisors, LLC1,210$65.3K0.01%-26813F-HRTimeline
Tradewinds Capital Management, LLC1,206$65K0.01%+1613F-HRTimeline
GPS Wealth Strategies Group, LLC1,200$64.7K0.06%-3,30213F-HRTimeline
Olistico Wealth, LLC1,200$64.7K0.03%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,177$63.5K<0.01%+42513F-HRTimelineGroup
Kemnay Advisory Services Inc.1,128$60.8K0.01%new13F-HRTimeline
Costello Asset Management, INC1,125$60.7K0.02%-913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,124$60.6K0.01%-4713F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,120$60.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,117$60.3K0.02%+34413F-HRTimeline
Silicon Valley Capital Partners1,096$59.1K0.01%+1413F-HRTimeline