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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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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
McClarren Financial Advisors, Inc.1,674$94K0.26%new13F-HRTimeline
Beaird Harris Wealth Management, LLC1,655$93.6K0.01%+1,22813F-HRTimeline
Center for Financial Planning, Inc.1,613$91.2K0.01%013F-HRTimeline
High Note Wealth, LLC1,612$91.2K0.02%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,556$88.1K0.05%013F-HRTimeline
Orion Capital Management LLC1,550$87.7K0.04%new13F-HRTimeline
Coppell Advisory Solutions LLC1,560$87.4K0.01%+47513F-HRTimeline
Briaud Financial Planning Inc1,536$86K0.04%013F-HRTimeline
Ramirez Asset Management, Inc.1,516$85.7K0.02%013F-HRTimeline
10Elms LLP1,514$85.6K0.09%13F-HRTimeline
Hopwood Financial Services, Inc.1,500$84.8K0.06%13F-HRTimeline
Rialto Wealth Management, LLC1,486$84K0.03%13F-HRTimeline
McIlrath & Eck, LLC1,463$82.7K0.01%-3413F-HRTimeline
Whipplewood Advisors, LLC1,443$81.6K0.05%13F-HRTimeline
Battery Global Advisors, LLC1,436$81.2K0.04%013F-HRTimeline
Salomon & Ludwin, LLC1,415$80K0.01%-42813F-HRTimeline
AllSquare Wealth Management LLC1,400$79.2K0.05%013F-HRTimeline
VSM Wealth Advisory, LLC1,385$78.3K0.03%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,380$78.1K0.04%013F-HRTimeline
True Wealth Design, LLC1,318$74.5K0.03%+5813F-HRTimeline
Tortoise Investment Management, LLC1,275$72.1K0.01%+313F-HR/ATimeline
Evergreen Private Wealth LLC1,268$71.7K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC1,266$71.6K0.02%+1213F-HRTimeline
Future Financial Wealth Managment LLC1,250$70.7K0.05%-12513F-HRTimeline
Byrne Asset Management LLC1,249$70.6K0.05%+7513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,218$68.9K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,209$68.4K0.01%013F-HRTimeline
Security National Bank1,207$68.3K0.01%new13F-HRTimeline
Founders Capital Management1,200$67.9K0.04%013F-HRTimeline
Olistico Wealth, LLC1,200$67.9K0.04%013F-HRTimeline
GW&K Investment Management, LLC1,178$67K<0.01%+11113F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,178$66.6K0.03%+813F-HRTimeline
Rakuten Securities, Inc.1,166$65.9K0.03%+48113F-HRTimeline
HighMark Wealth Management LLC1,146$64.8K0.04%+2513F-HRTimeline
Plante Moran Financial Advisors, LLC1,134$64.1K0.01%-1,08913F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,120$63.3K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,101$62.3K0.01%+4013F-HRTimeline
Cyrus J. Lawrence, LLC1,100$62K0.01%013F-HRTimeline
Financial Perspectives, Inc1,066$60.3K0.02%013F-HRTimeline
Roxbury Financial LLC1,010$59.8K0.06%13F-HRTimeline
SJS Investment Consulting Inc.1,052$59.5K0.01%+4713F-HRTimeline
Missouri Trust & Investment Co1,030$58.3K0.02%+80013F-HRTimeline
Cherry Tree Wealth Management, LLC1,013$57.3K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,006$56.9K0.02%+113F-HRTimeline
NFSG Corp1,003$56.7K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,000$56.6K0.06%13F-HRTimeline
Runnymede Capital Advisors, Inc.1,000$56.6K0.05%13F-HRTimeline
Cornerstone National Bank & Trust Co1,000$56.6K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.991$56.1K0.03%13F-HRTimeline
Canton Hathaway, LLC995$56K0.01%+30013F-HRTimeline
Peterson Wealth Services979$55.4K0.02%013F-HRTimeline
Private Wealth Management Group, LLC952$53.8K0.02%-10013F-HRTimeline
ORG Partners LLC935$53K0.01%-4613F-HRTimeline
Ethos Financial Group, LLC933$52.8K0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC932$52.7K0.05%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL929$51.1K0.02%-25913F-HRTimeline
Heritage Wealth Advisors900$50.9K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…900$50.9K0.02%new13F-HRTimeline
Friedenthal Financial879$49.7K0.03%new13F-HRTimeline
Bradley & Co. Private Wealth Management…867$49K0.03%13F-HRTimeline
Valued Wealth Advisors LLC861$48.7K0.03%+26513F-HRTimeline
CKW FINANCIAL GROUP850$48K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC846$47.9K0.02%13F-HRTimeline
Cornerstone Planning Group LLC787$47.7K0.01%+13213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.842$47.2K0.03%new13F-HRTimeline
Fairman Group, LLC819$46.3K0.04%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.804$45.5K0.04%13F-HRTimeline
PrairieView Partners, LLC800$45K<0.01%013F-HRTimeline
OFI INVEST ASSET MANAGEMENT823$45K<0.01%13F-HRTimeline
WPG Advisers, LLC775$43.8K0.04%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.772$43.7K<0.01%-31013F-HRTimelineGroup
IFS Advisors, LLC767$43.4K0.03%+60013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.755$42.7K0.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV749$42.4K<0.01%+5113F-HRTimeline
SIERRA OCEAN, LLC739$41.8K0.03%13F-HRTimeline
R Squared Ltd710$40.2K0.04%13F-HRTimeline
Main Street Group, LTD707$40K0.01%-11413F-HRTimeline
Silicon Valley Capital Partners706$39.9K<0.01%new13F-HRTimeline
Core Alternative Capital700$39.6K0.01%013F-HRTimeline
ESL Trust Services, LLC700$39.6K0.01%+20013F-HRTimeline
Mattson Financial Services, LLC752$38.9K0.01%+73013F-HRTimeline
Frazier Financial Advisors, LLC694$38.9K0.03%+33213F-HRTimeline
Tacita Capital Inc681$38.5K0.03%new13F-HRTimeline
Operose Advisors LLC681$38.5K0.01%-1,93613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC679$38.4K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC684$38K0.01%13F-HRTimeline
Westend Capital Management, LLC668$37.8K0.01%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.666$37.7K0.01%-4513F-HRTimeline
TSFG, LLC654$37K0.01%-20013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding652$36.9K-290Timeline
Mascoma Wealth Management LLC638$36.1K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC632$35.7K<0.01%-39513F-HRTimeline
TD Capital Management LLC617$34.9K<0.01%-2,03013F-HRTimeline
WOLFF WIESE MAGANA LLC610$34.5K0.02%-25013F-HRTimeline
Comprehensive Financial Planning, Inc./…608$34.4K0.03%13F-HRTimeline
TruNorth Capital Management, LLC582$32.9K0.01%-213F-HRTimeline
Accordant Advisory Group Inc580$32.8K0.03%013F-HRTimeline
Darwin Wealth Management, LLC563$31.8K0.01%+513F-HR/ATimeline
Robbins Farley560$31.7K0.02%013F-HRTimeline
LGT Financial Advisors LLC552$31.2K0.07%+613F-HRTimeline
Guardian Wealth Management, Inc.538$30.4K0.02%+513F-HRTimeline
North Ridge Wealth Advisors, Inc.530$30K0.02%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC525$29.7K0.01%-10713F-HRTimeline
Avalon Trust Co521$29.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.514$29.1K0.01%-20013F-HRTimeline
HALL LAURIE J TRUSTEE510$29K0.01%-10013F-HRTimeline
Bell Investment Advisors, Inc512$29K0.01%-2213F-HRTimeline
Abound Wealth Management510$28.8K0.01%+11513F-HRTimeline
Glass Jacobson Investment Advisors llc510$28.8K0.01%-20113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DecisionPoint Financial, LLC505$28.6K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC500$28.3K0.04%013F-HRTimeline
Fortis Group Advisors, LLC500$28.3K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC500$28.3K0.01%013F-HRTimeline
Fairway Wealth LLC500$28.3K0.01%new13F-HRTimeline
Transce3nd, LLC484$27.9K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT492$27.8K<0.01%013F-HRTimeline
Keener Financial Planning LLC468$26K0.02%013F-HRTimeline
Park Square Financial Group, LLC459$26K0.02%13F-HRTimeline
GODSEY & GIBB, INC455$25.7K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC450$25.5K0.01%-2,35013F-HRTimeline
PINNEY & SCOFIELD, INC.450$25.5K0.02%13F-HRTimeline
WEST PACES ADVISORS INC.434$24.5K0.01%013F-HRTimeline
Painted Porch Advisors LLC432$24.4K0.01%+39413F-HRTimeline
Caitong International Asset Management …424$24K0.02%13F-HR/ATimeline
BURKETT FINANCIAL SERVICES, LLC416$23.5K0.01%+413F-HRTimeline
SWAN Capital LLC414$23.4K0.01%-25613F-HRTimeline
Cape Investment Advisory, Inc.413$23.4K0.01%+3813F-HRTimeline
Financial Management Professionals, Inc.402$22.7K<0.01%+1813F-HRTimeline
Kessler Investment Group, LLC400$22.6K0.01%013F-HRTimeline
Northwest Capital Management Inc400$22.6K0.01%013F-HRTimeline
Financial Freedom, LLC394$22.3K0.01%+313F-HRTimeline
Dunhill Financial, LLC391$22.1K0.01%-27313F-HRTimeline
AFFINITY WEALTH LLC390$22.1K0.02%13F-HRTimeline
Navigoe, LLC400$22K0.02%13F-HRTimeline
Ball & Co Wealth Management Inc.389$22K0.02%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.366$20.7K0.02%13F-HRTimeline
CBIZ Investment Advisory Services, LLC350$19.8K<0.01%+31013F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC350$19.8K0.01%new13F-HRTimeline
JCIC Asset Management Inc.340$19.2K0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.344$19.1K0.01%013F-HRTimeline
IAG Wealth Partners, LLC335$18.9K<0.01%013F-HRTimeline
YANKCOM Partnership327$18.5K0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…315$17.8K0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.302$17.8K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …311$17.6K0.03%new13F-HRTimeline
Redwood Park Advisors LLC311$17.6K0.02%13F-HRTimeline
MONTAG & CALDWELL, LLC300$17K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC300$17K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC299$16.9K0.01%+9713F-HRTimeline
Minot DeBlois Advisors LLC298$16.8K0.02%13F-HRTimeline
Stephens Consulting, LLC296$16.7K<0.01%-2,50013F-HRTimeline
Winch Advisory Services, LLC289$16.3K<0.01%+21713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…285$16.1K0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.267$15.1K0.01%13F-HRTimeline
Pineridge Advisors LLC266$15K0.01%-2613F-HRTimeline
MILLER WEALTH ADVISORS, LLC264$14.9K0.01%+313F-HRTimeline
Pacifica Partners Inc.260$14.8K0.01%-56013F-HRTimeline
FIRST COMMUNITY TRUST NA261$14.8K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC248$14K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC239$13.5K0.01%+213F-HRTimeline
Holos Integrated Wealth LLC207$11.7K0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC200$11.3K<0.01%+2513F-HRTimeline
Global Wealth Strategies & Associates200$11.3K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC200$11.3K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC200$11.3K0.01%013F-HRTimeline
PFS Partners, LLC200$11.3K0.01%-28413F-HRTimeline
Avion Wealth207$11K<0.01%+3613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV196$11K<0.01%013F-HRTimeline
Financial Life Planners192$10.8K0.01%13F-HRTimeline
WealthTrak Capital Management LLC191$10.8K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc190$10.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.188$10.6K<0.01%-613F-HRTimeline
Mainstream Capital Management LLC186$10.5K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.179$10.1K<0.01%new13F-HRTimeline
Atlatl Advisers LLC178$10.1K0.01%13F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC166$9K0.02%013F-HRTimeline
Iron Horse Wealth Management, LLC157$8.88K<0.01%+913F-HRTimeline
REAP Financial Group, LLC157$8.88K<0.01%+14613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…155$8.77K<0.01%+5513F-HRTimeline
MeadowBrook Investment Advisors LLC150$8.48K0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC146$8.26K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.142$8.03K0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA140$7.92K<0.01%-17813F-HRTimeline
Clark Wealth Partners140$7.92K0.01%13F-HRTimeline
Red Tortoise LLC138$7.8K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC135$7.64K<0.01%013F-HRTimeline
Kozak & Associates, Inc.135$7.63K<0.01%+2013F-HRTimeline
Financial Avengers, Inc.131$7.41K<0.01%+113F-HRTimeline
Hurley Capital, LLC116$7.13K0.01%13F-HRTimeline
Creekmur Asset Management LLC119$6.74K<0.01%+113F-HRTimeline
NewSquare Capital LLC115$6.5K<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC115$6.5K<0.01%new13F-HRTimeline
BFSG, LLC110$6.22K<0.01%-18513F-HRTimeline
Householder Group Estate & Retirement S…113$6K<0.01%-4,74313F-HRTimeline
Roble, Belko & Company, Inc100$6K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP105$5.94K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC102$5.77K<0.01%new13F-HRTimeline
General Partner, Inc.101$5.71K<0.01%013F-HRTimeline
Gould Capital, LLC100$5.67K<0.01%-113F-HRTimeline
Measured Risk Portfolios, Inc.100$5.66K0.01%13F-HRTimeline