Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,437 managers (2,487 13F filers) reported a position in BMY shares at 2025-03-31, 1,631,076,687 shares in all. 170 filers opened a position and 165 filers sold out during the quarter.

Managers
2,437
13F filers
2,487
New
170
Added
957
Reduced
990
Sold out
165
Shares held by filers
1,631,076,687

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
10Elms LLP1,514$92.3K0.09%013F-HRTimeline
Whipplewood Advisors, LLC1,549$92.3K0.07%+10613F-HRTimeline
High Note Wealth, LLC1,505$91.8K0.02%-10713F-HRTimeline
Hopwood Financial Services, Inc.1,500$91.5K0.07%013F-HRTimeline
FSA Wealth Management LLC1,485$90.6K0.04%-33013F-HRTimeline
Rialto Wealth Management, LLC1,469$89.6K0.03%-1713F-HRTimeline
Sachetta, LLC1,466$89.4K0.04%-32913F-HRTimeline
McIlrath & Eck, LLC1,463$89.2K0.01%013F-HRTimeline
Battery Global Advisors, LLC1,436$87.6K0.05%013F-HRTimeline
True Wealth Design, LLC1,435$87.5K0.03%+11713F-HRTimeline
Tidemark, LLC1,415$86.3K0.03%-64813F-HRTimeline
Salomon & Ludwin, LLC1,415$86.3K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV1,419$86K0.03%+1,22313F-HRTimeline
AllSquare Wealth Management LLC1,400$85.4K0.05%013F-HRTimeline
VSM Wealth Advisory, LLC1,385$84.5K0.03%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1,380$84.2K0.05%013F-HRTimeline
Nexus Investment Management ULC953$83.6K0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,345$82K0.09%+34513F-HRTimeline
Costello Asset Management, INC1,333$81.3K0.03%new13F-HRTimeline
Friedenthal Financial1,331$81.2K0.05%+45213F-HRTimeline
Sarver Vrooman Wealth Advisors1,309$79.8K0.05%13F-HRTimeline
Valued Wealth Advisors LLC1,301$79.4K0.05%+44013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,293$78.8K0.02%-52013F-HRTimeline
Tradewinds Capital Management, LLC1,278$77.9K0.02%+1213F-HRTimeline
Tortoise Investment Management, LLC1,276$77.8K0.01%+113F-HR/ATimeline
Evergreen Private Wealth LLC1,268$77.3K0.04%013F-HRTimeline
Canton Hathaway, LLC1,270$77K0.02%+27513F-HRTimeline
Byrne Asset Management LLC1,249$76.2K0.06%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,218$74.3K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,209$73.7K0.01%013F-HRTimeline
Security National Bank1,207$73.6K0.01%013F-HRTimeline
Founders Capital Management1,200$73.2K0.05%013F-HRTimeline
Future Financial Wealth Managment LLC1,200$73.2K0.05%-5013F-HRTimeline
Olistico Wealth, LLC1,200$73.2K0.05%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,186$72.4K0.03%+813F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,263$71.3K<0.01%+44013F-HRTimeline
GW&K Investment Management, LLC1,168$71K<0.01%-1013F-HRTimeline
HighMark Wealth Management LLC1,032$70.2K0.04%-11413F-HRTimeline
Plante Moran Financial Advisors, LLC1,122$68.4K0.01%-1213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC1,120$68.3K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.1,116$68.1K0.01%-40013F-HRTimeline
WPG Advisers, LLC1,103$67.3K0.06%+32813F-HRTimeline
North Capital, Inc.1,101$67.2K0.06%13F-HRTimeline
Vermillion Wealth Management, Inc.1,091$66.5K0.02%+10013F-HRTimeline
Financial Perspectives, Inc1,066$65K0.02%013F-HRTimeline
Stone House Investment Management, LLC1,050$64K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.1,041$63.5K0.01%-1113F-HRTimeline
Silicon Valley Capital Partners1,053$63.2K0.01%+34713F-HRTimeline
Missouri Trust & Investment Co1,030$62.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,013$61.8K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,011$61.7K0.01%-9013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,007$61.4K0.02%+113F-HRTimeline
Runnymede Capital Advisors, Inc.1,000$61K0.06%013F-HRTimeline
Cornerstone National Bank & Trust Co1,000$61K0.03%013F-HRTimeline
Roxbury Financial LLC1,017$60.6K0.06%+713F-HRTimeline
Peterson Wealth Services979$59.7K0.02%013F-HRTimeline
Private Wealth Management Group, LLC952$58.1K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL952$58.1K0.02%+2313F-HRTimeline
Nalls Sherbakoff Group, LLC941$57.4K0.05%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC932$56.8K0.05%013F-HRTimeline
Cornerstone Planning Group LLC1,131$54.9K0.01%+34413F-HRTimeline
Heritage Wealth Advisors900$54.9K<0.01%013F-HRTimeline
NewSquare Capital LLC892$54.4K<0.01%+77713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV886$54K<0.01%+13713F-HRTimeline
SIERRA OCEAN, LLC871$53.1K0.04%+13213F-HRTimeline
Bradley & Co. Private Wealth Management…867$52.9K0.04%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.838$51.1K0.04%-413F-HRTimeline
Tacita Capital Inc819$50K0.04%+13813F-HRTimeline
ALBION FINANCIAL GROUP /UT800$48.8K<0.01%-1,04913F-HRTimeline
Saudi Central Bank798$48.7K0.26%new13F-HRTimeline
PrairieView Partners, LLC800$48K0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.776$47.3K0.05%+2113F-HRTimeline
Roble, Belko & Company, Inc776$47K0.01%+67613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.764$47K<0.01%-813F-HRTimelineGroup
Fairman Group, LLC819$46.3K0.04%013F-HRTimeline
Flaharty Asset Management, LLC731$44.6K0.01%new13F-HRTimeline
ORG Partners LLC731$43.6K0.01%-20413F-HRTimeline
Main Street Group, LTD706$43K0.02%-113F-HRTimeline
Core Alternative Capital700$42.7K0.01%013F-HRTimeline
ESL Trust Services, LLC700$42.7K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC685$41.8K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC679$41.4K0.02%013F-HRTimeline
Westend Capital Management, LLC668$40.7K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC660$40.3K0.03%+5013F-HRTimeline
TSFG, LLC655$40K0.01%+113F-HRTimeline
Mattson Financial Services, LLC652$39.8K0.01%-10013F-HRTimeline
Goodman Advisory Group, LLC647$39.5K0.01%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC646$39.4K0.02%-20013F-HRTimeline
Mascoma Wealth Management LLC638$38.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…652$38.8K0.01%013F-HRTimelineGroup
TD Capital Management LLC620$37.8K<0.01%+313F-HRTimeline
Comprehensive Financial Planning, Inc./…613$37.4K0.04%+513F-HRTimeline
IFS Advisors, LLC600$36.6K0.03%-16713F-HRTimeline
EQ WEALTH ADVISORS, LLC600$36.6K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC600$36.6K0.01%-3213F-HRTimeline
Dynamic Wealth Strategies, LLC590$36K0.03%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC581$35.4K<0.01%+23113F-HR/ATimeline
Accordant Advisory Group Inc580$35.4K0.03%013F-HR/ATimeline
LGT Financial Advisors LLC557$34K0.1%+513F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.546$33.3K0.02%-62013F-HRTimelineGroup
Guardian Wealth Management, Inc.541$33.1K0.02%+313F-HRTimeline
Accent Capital Management, LLC541$33K0.02%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.530$32.3K0.02%013F-HRTimeline
Bell Investment Advisors, Inc524$32K0.01%+1213F-HRTimeline
Darwin Wealth Management, LLC563$31.8K0.01%013F-HRTimeline
JCIC Asset Management Inc.520$31.7K0.01%+18013F-HRTimeline
DHJJ Financial Advisors, Ltd.514$31.3K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…504$31K<0.01%new13F-HRTimelineGroup
DecisionPoint Financial, LLC505$30.8K0.01%013F-HRTimeline
Financial Management Professionals, Inc.504$30.7K<0.01%+10213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC500$30.5K0.04%013F-HRTimeline
Fortis Group Advisors, LLC500$30.5K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC500$30.5K0.01%013F-HRTimeline
Operose Advisors LLC500$30.5K0.01%-18113F-HRTimeline
Frazier Financial Advisors, LLC485$29.6K0.02%-20913F-HRTimeline
Global Wealth Strategies & Associates475$29K0.01%+27513F-HRTimeline
Glass Jacobson Investment Advisors llc510$28.8K0.01%013F-HRTimeline
Robbins Farley460$28.1K0.01%-10013F-HRTimeline
Keener Financial Planning LLC468$28K0.02%013F-HRTimeline
GODSEY & GIBB, INC455$27.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC452$27.6K0.01%+6113F-HRTimeline
PINNEY & SCOFIELD, INC.450$27.4K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.434$26.5K0.01%013F-HRTimeline
Painted Porch Advisors LLC432$26.3K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC425$25.9K<0.01%-10013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.423$25.8K0.02%+15613F-HRTimeline
Park Square Financial Group, LLC421$25.7K0.02%-3813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC420$25.6K0.01%+413F-HRTimeline
Cape Investment Advisory, Inc.415$25.3K0.01%+213F-HRTimeline
SWAN Capital LLC414$25.2K0.01%013F-HRTimeline
Kessler Investment Group, LLC400$24.4K0.01%013F-HRTimeline
Northwest Capital Management Inc400$24.4K0.01%013F-HRTimeline
AFFINITY WEALTH LLC399$24.3K0.02%+913F-HRTimeline
Financial Freedom, LLC397$24.2K0.01%+313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC394$24K0.01%+9513F-HRTimeline
Navigoe, LLC400$24K0.02%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …395$24K<0.01%-6,43313F-HRTimelineGroup
Ball & Co Wealth Management Inc.393$23K0.02%+413F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC350$21.3K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC339$20.7K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC335$20.4K<0.01%013F-HRTimeline
Cetera Trust Company, N.A330$20.1K0.01%-1,55013F-HRTimeline
Vermillion & White Wealth Management Gr…315$19.2K0.01%013F-HRTimeline
Redwood Park Advisors LLC311$19K0.02%013F-HRTimeline
Abound Wealth Management305$18.6K0.01%-20513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$18.6K<0.01%-18713F-HRTimeline
Dogwood Wealth Management LLC303$18.5K0.01%+6413F-HRTimeline
MONTAG & CALDWELL, LLC300$18.3K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$18.3K0.01%-15013F-HRTimeline
HOEY INVESTMENTS, INC300$18.3K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC298$18.2K0.02%013F-HRTimeline
Stephens Consulting, LLC296$18.1K<0.01%013F-HRTimeline
Winch Advisory Services, LLC292$17.8K<0.01%+313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…285$17.4K0.01%013F-HRTimeline
YANKCOM Partnership282$17.2K0.01%-4513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …275$16.8K0.03%-3613F-HRTimeline
MILLER WEALTH ADVISORS, LLC267$16.3K0.01%+313F-HRTimeline
FIRST COMMUNITY TRUST NA261$15.9K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…255$15.6K0.01%+10013F-HRTimeline
Pacifica Partners Inc.260$15K0.01%013F-HRTimeline
BFSG, LLC224$13.7K<0.01%+11413F-HRTimeline
REAP Financial Group, LLC211$12.9K<0.01%+5413F-HRTimeline
Physician Wealth Advisors, Inc.211$12.9K<0.01%+3213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…205$12.5K0.01%+17513F-HRTimelineGroup
Activest Wealth Management204$12.4K<0.01%+19213F-HRTimeline
DiNuzzo Private Wealth, Inc.202$12.3K<0.01%+1413F-HRTimeline
Morton Brown Family Wealth, LLC200$12.2K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC200$12.2K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC200$12.2K0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC198$12.1K0.02%new13F-HRTimeline
Compass Financial Services Inc189$11.5K0.01%+12513F-HRTimeline
Christopher J. Hasenberg, Inc190$11.3K<0.01%013F-HRTimeline
Avion Wealth207$11K<0.01%013F-HRTimeline
WealthCollab, LLC177$10.8K0.01%+9813F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC166$10K0.02%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…165$10K<0.01%-5,13713F-HRTimelineGroup
Iron Horse Wealth Management, LLC157$9.57K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC156$9.51K<0.01%new13F-HRTimeline
1248 Management, LLC151$9.21K<0.01%new13F-HR/ATimeline
MeadowBrook Investment Advisors LLC150$9.15K0.01%013F-HRTimeline
Winthrop Capital Management, LLC152$9K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.140$8.52K0.01%-213F-HRTimeline
Red Tortoise LLC138$8.42K<0.01%013F-HRTimeline
Financial Avengers, Inc.132$8.07K<0.01%+113F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC128$7.79K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC120$7.34K<0.01%+113F-HRTimeline
Hurley Capital, LLC116$7.08K0.01%013F-HRTimeline
Kozak & Associates, Inc.136$7K<0.01%+113F-HRTimeline
Lowe Wealth Advisors, LLC110$6.71K<0.01%+10013F-HRTimeline
Clark Wealth Partners107$6.53K<0.01%-3313F-HRTimeline
General Partner, Inc.101$6.16K<0.01%013F-HRTimeline
Gould Capital, LLC100$6.12K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA100$6.1K<0.01%-4013F-HRTimeline
Your Advocates Ltd., LLP100$6.1K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC100$6.1K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85$5.18K<0.01%013F-HRTimelineGroup
CURIO WEALTH, LLC2$5.17K0.04%-7813F-HRTimeline
Semmax Financial Advisors Inc.110$5.1K<0.01%+1913F-HRTimeline
WestEnd Advisors, LLC79$4.82K<0.01%+5213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise89$4.81K<0.01%013F-HRTimelineGroup