Skip to content
Disclosery

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
HighMark Wealth Management LLC1,091$58.9K0.02%+613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,089$58.7K0.02%-10913F-HRTimeline
WFA of San Diego, LLC1,063$57.3K0.04%013F-HRTimeline
Blume Capital Management, Inc.1,054$56.9K0.01%-45013F-HRTimeline
VSM Wealth Advisory, LLC1,036$55.9K0.02%-19913F-HRTimeline
Financial Perspectives, Inc1,033$55.7K0.02%-3313F-HRTimeline
Missouri Trust & Investment Co1,030$55.6K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,024$55.2K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,017$54.9K0.01%-1013F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…1,014$54.7K<0.01%-34,48613F-HRTimeline
Osbon Capital Management LLC1,014$54.7K0.05%13F-HRTimeline
Cornerstone National Bank & Trust Co1,000$53.9K0.02%013F-HRTimeline
Peterson Wealth Services979$52.8K0.01%-41,78513F-HRTimeline
Meramec Financial Planners, LLC847$52.5K0.02%13F-HRTimeline
Sachetta, LLC965$52.1K0.03%-14913F-HRTimeline
Financial Network Wealth Advisors LLC958$51.7K0.05%-7713F-HRTimeline
Nexus Investment Management ULC953$51.4K0.01%013F-HRTimeline
Global Wealth Strategies & Associates944$50.9K0.01%+46913F-HRTimeline
Birchwood Financial Partners, Inc.930$50.2K0.05%13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC930$50.2K0.01%-1,50613F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA920$49.6K<0.01%-80013F-HR/ATimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC917$49.5K0.04%013F-HRTimeline
POM Investment Strategies, LLC913$49.3K0.03%new13F-HRTimeline
Roble, Belko & Company, Inc903$49K0.01%+10913F-HRTimeline
Robbins Farley903$48.7K0.02%+27613F-HRTimeline
Heritage Wealth Advisors900$48.5K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …891$48K0.03%13F-HRTimeline
REAP Financial Group, LLC879$47.4K0.01%+18213F-HRTimeline
ENTRUST FINANCIAL LLC872$47K0.03%13F-HRTimeline
Turning Point Benefit Group, Inc.852$46K0.02%013F-HRTimeline
KERR FINANCIAL PLANNING Corp744$44.7K0.06%+213F-HR/ATimeline
DHJJ Financial Advisors, Ltd.819$44.2K0.01%+413F-HRTimeline
ALBION FINANCIAL GROUP /UT800$43.2K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC800$43.2K0.01%-21313F-HRTimeline
Lipe & Dalton800$43K0.02%-1,15013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC796$42.9K0.01%+30313F-HRTimeline
Sarver Vrooman Wealth Advisors739$39.9K0.03%-44613F-HR/ATimeline
Rachor Investment Advisory Services, LLC728$39.3K0.02%13F-HRTimeline
Fairman Group, LLC718$38.7K0.03%013F-HRTimeline
Clark Wealth Partners717$38.7K0.02%013F-HRTimeline
Beacon Financial Strategies CORP711$38.4K0.02%new13F-HRTimeline
ESL Trust Services, LLC700$37.8K0.01%-4013F-HRTimeline
Rosenberg Matthew Hamilton696$37.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.686$37K0.02%013F-HRTimeline
Westend Capital Management, LLC668$36K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC666$35.9K0.02%+113F-HRTimeline
Rialto Wealth Management, LLC649$35K0.01%+3113F-HRTimeline
TSFG, LLC656$35K0.01%013F-HRTimeline
Goodman Advisory Group, LLC647$34.9K0.01%013F-HRTimeline
Garner Asset Management Corp640$34.5K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…634$34.2K0.02%+713F-HRTimeline
Cornerstone Planning Group LLC617$33.7K0.01%-39813F-HRTimeline
Core Alternative Capital620$33.4K0.01%-8013F-HRTimeline
Cape Investment Advisory, Inc.613$33K0.01%+28713F-HRTimeline
EQ WEALTH ADVISORS, LLC600$32.4K0.02%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.585$32K<0.01%-2013F-HRTimeline
Roxbury Financial LLC593$32K0.03%-14713F-HRTimeline
Accordant Advisory Group Inc583$31.4K0.02%+313F-HRTimeline
BAYBAN575$31K0.03%13F-HRTimeline
Raleigh Capital Management Inc.563$30.4K0.01%-1,52513F-HRTimeline
Darwin Wealth Management, LLC557$30.1K0.01%+613F-HRTimeline
North Ridge Wealth Advisors, Inc.530$28.6K0.02%013F-HRTimeline
Avalon Trust Co521$28.1K<0.01%-1,34413F-HRTimeline
GODSEY & GIBB, INC520$28K<0.01%+6513F-HRTimeline
Fortis Group Advisors, LLC500$27K<0.01%013F-HRTimeline
Operose Advisors LLC500$27K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.477$25.7K<0.01%+20213F-HRTimeline
SWISS RE LTDin group SWISS RE LTD470$25.4K<0.01%13F-HRTimelineGroup
NFSG Corp470$25.4K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc462$24.9K<0.01%+9713F-HRTimeline
Kilter Group LLC451$24.3K0.01%+6913F-HRTimeline
Ares Financial Consulting, LLC451$24.3K0.02%13F-HRTimeline
PINNEY & SCOFIELD, INC.450$24.3K0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.448$24.2K<0.01%-2,50613F-HRTimeline
Dogwood Wealth Management LLC442$23.8K0.01%+613F-HRTimeline
IMG Wealth Management, Inc.440$23.7K0.02%+23313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.440$23.7K0.01%+1013F-HRTimeline
Howard Hughes Medical Institute438$23.6K0.01%013F-HRTimeline
1015 Capital Partners, LLC420$22.7K0.02%13F-HRTimeline
Financial Freedom, LLC407$21.9K0.01%+213F-HRTimeline
Ameliora Wealth Management Ltd.395$21.3K0.01%new13F-HRTimeline
Navigoe, LLC400$21K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC382$20.6K<0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC376$20.3K0.03%-11813F-HRTimeline
WELLINGTON-ALTUS USA INC.350$18.9K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…343$18.5K0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC325$18.4K0.11%new13F-HRTimeline
Quattro Advisors LLC341$18.4K0.01%13F-HRTimeline
JCIC Asset Management Inc.340$18.3K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC340$18.3K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC335$18.1K<0.01%013F-HRTimeline
Cetera Trust Company, N.A330$17.8K0.01%013F-HRTimeline
Wealth Watch Advisors, INC324$17.5K0.01%+2013F-HRTimeline
YANKCOM Partnership322$17.4K0.01%013F-HRTimeline
Dorato Capital Management300$17.1K0.01%13F-HRTimeline
MidFirst Bank8,013$16.9K<0.01%13F-HRTimeline
Atomic Invest LLC308$16.7K0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC307$16.6K<0.01%+15913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT305$16.5K<0.01%013F-HRTimeline
Winch Advisory Services, LLC304$16.4K<0.01%+413F-HRTimeline
Sawyer & Company, Inc300$16.2K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC300$16.2K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC300$16.2K0.01%013F-HRTimeline
Legacy Bridge, LLC295$15.9K0.01%new13F-HRTimeline
Kozak & Associates, Inc.284$15.9K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…285$15.4K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC284$15.3K0.01%+3413F-HRTimeline
Avion Wealth291$15K<0.01%+16113F-HRTimeline
MILLER WEALTH ADVISORS, LLC277$15K0.01%+313F-HR/ATimeline
Mowery & Schoenfeld Wealth Management, …275$14.8K0.02%013F-HRTimeline
SFAM, LLC273$14.7K0.01%13F-HRTimeline
Lavaca Capital LLC270$14.6K<0.01%-4,27513F-HRTimeline
Brown Shipley& Co Ltd270$14.6K0.01%new13F-HRTimeline
GGM Financial LLC269$14.5K0.01%013F-HRTimeline
Valued Wealth Advisors LLC265$14.3K0.01%+3713F-HRTimeline
Westfuller Advisors, LLC263$14.2K0.01%+7113F-HRTimeline
Phillip James Consulting Co.262$14K0.25%13F-HRTimeline
Quarry LP254$13.7K<0.01%-80213F-HRTimeline
Mascoma Wealth Management LLC254$13.7K<0.01%+2613F-HRTimeline
Sunrise Financial Services, LLC240$12.9K0.01%13F-HRTimeline
COUNTRY TRUST BANK235$12.7K<0.01%-513F-HRTimeline
Pacifica Partners Inc.230$12.3K0.01%013F-HRTimeline
Hurley Capital, LLC223$12K0.01%+9713F-HRTimeline
Frazier Financial Advisors, LLC222$12K0.01%+6913F-HRTimeline
Ramirez Asset Management, Inc.216$11.7K<0.01%-70013F-HRTimeline
TD Capital Management LLC212$11.4K<0.01%-4413F-HRTimeline
Strategic Advocates LLC210$11.4K<0.01%+10613F-HRTimeline
Vision Retirement, LLC207$11.2K<0.01%13F-HRTimeline
Joseph Group Capital Management206$11.1K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…200$10.8K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC200$10.8K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC200$10.8K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.200$10.8K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.199$10.7K<0.01%+2113F-HRTimeline
REDMONT WEALTH ADVISORS LLC198$10.7K0.02%013F-HRTimeline
Dynamic Wealth Strategies, LLC190$10.2K0.01%-40013F-HRTimeline
Ball & Co Wealth Management Inc.194$10K0.01%+313F-HRTimeline
SWAN Capital LLC178$9.6K<0.01%-23613F-HRTimeline
Modus Advisors, LLC175$9.44K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…171$9K<0.01%+613F-HRTimelineGroup
TANAKA CAPITAL MANAGEMENT INC166$9K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC165$8.9K<0.01%+9513F-HRTimeline
Gould Capital, LLC160$8.64K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC156$8.41K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC150$8.09K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC152$8K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC147$7.93K0.01%13F-HR/ATimeline
Glass Jacobson Investment Advisors llc144$7.77K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC141$7.61K0.01%-14,83013F-HRTimeline
Red Tortoise LLC138$7.44K<0.01%013F-HRTimeline
Financial Avengers, Inc.138$7.43K<0.01%+213F-HR/ATimeline
Hamrick Investment Counsel, llc135$7.28K0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.130$7.01K0.01%+2513F-HRTimeline
Accent Capital Management, LLC129$6.96K<0.01%013F-HRTimeline
High Point Wealth Management, LLC127$6.87K0.01%13F-HRTimeline
NCP Inc.120$6.47K0.01%new13F-HRTimeline
Motiv8 Investments LLC106$6K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC105$5.66K<0.01%+10013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC100$5.39K<0.01%new13F-HRTimeline
VPR Management LLC100$5.39K<0.01%new13F-HRTimeline
Luken Investment Analytics, LLC95$5.12K<0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC111$5K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…91$4.93K<0.01%+2513F-HRTimeline
Principia Wealth Advisory, LLC88$4.75K<0.01%-513F-HRTimeline
NVWM, LLC88$4.72K<0.01%+2613F-HRTimeline
Marquette Asset Management, LLC84$4.53K<0.01%-11213F-HRTimeline
Quest 10 Wealth Builders, Inc.84$4.51K<0.01%-113F-HRTimeline
Ankerstar Wealth, LLC83$4.48K<0.01%13F-HRTimeline
FIRST COMMUNITY TRUST NA80$4.32K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise89$4.05K<0.01%-1,72013F-HRTimelineGroup
CDKV HOLDINGS LLC70$3.78K<0.01%13F-HRTimeline
Dunhill Financial, LLC67$3.63K<0.01%+1913F-HRTimeline
WINNACLE WEALTH LLC67$3.62K<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC64$3.45K<0.01%-33513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC63$3.4K<0.01%13F-HRTimeline
Bare Financial Services, Inc62$3.35K<0.01%-4413F-HRTimeline
Cedar Mountain Advisors, LLC61$3.29K<0.01%-2413F-HRTimeline
MRP Capital Investments, LLC58$3.13K<0.01%-4,10013F-HRTimeline
Financial Management Professionals, Inc.56$3.02K<0.01%-1913F-HRTimeline
Ulland Investment Advisors, LLC60$3K<0.01%013F-HRTimeline
WestEnd Advisors, LLC53$2.86K<0.01%-813F-HRTimeline
Portfolio Resources Advisor Group, Inc.52$2.81K<0.01%13F-HRTimeline
Bullseye Investment Management, LLC50$2.7K<0.01%new13F-HRTimeline
Holos Integrated Wealth LLC49$2.62K<0.01%013F-HRTimeline
PayPay Securities Corp48$2.59K0.08%+1013F-HRTimeline
CBIZ Investment Advisory Services, LLC43$2.33K<0.01%-15213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD42$2.27K<0.01%013F-HRTimeline
Signature Resources Capital Management,…42$2.27K<0.01%+1913F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.40$2.23K<0.01%13F-HRTimeline
Kingdom Financial Group LLC.40$2.16K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC40$2.16K<0.01%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC39$2.11K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.38$2.05K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.40$2K<0.01%13F-HRTimeline
BFSG, LLC37$2K<0.01%-14213F-HRTimeline
WealthCollab, LLC37$2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC36$1.94K<0.01%-21,27513F-HRTimeline
Game Plan Financial Advisors, LLC30$1.62K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES24$1.29K<0.01%new13F-HRTimeline
Seneschal Advisors, LLC20$1.08K<0.01%-213F-HRTimeline