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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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COM (common), issuer CIK 14272

2,487 managers (2,543 13F filers) reported a position in BMY shares at 2026-03-31, 1,619,793,727 shares in all. 229 filers opened a position and 152 filers sold out during the quarter.

Managers
2,487
13F filers
2,543
New
229
Added
1,068
Reduced
876
Sold out
152
Shares held by filers
1,619,793,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Dynamic Wealth Strategies, LLC190$11.5K0.01%013F-HRTimeline
Marquette Asset Management, LLC189$11.5K<0.01%+10513F-HRTimeline
Ball & Co Wealth Management Inc.196$11K0.01%+213F-HRTimeline
Cornerstone Financial Management LLC175$10.6K0.01%+2813F-HR/ATimeline
SWAN Capital LLC168$10.2K<0.01%-1013F-HRTimeline
Whipplewood Advisors, LLC167$10.1K0.01%-1,10013F-HRTimeline
Forum Finance Group S.A.210$10K0.01%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…171$10K<0.01%013F-HRTimelineGroup
TANAKA CAPITAL MANAGEMENT INC166$10K0.02%013F-HRTimeline
Gould Capital, LLC160$9.72K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC156$9.46K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC150$9.1K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC152$9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc144$8.73K<0.01%013F-HRTimeline
Goodman Advisory Group, LLC143$8.67K<0.01%-50413F-HRTimeline
Financial Avengers, Inc.139$8.45K<0.01%+113F-HRTimeline
Red Tortoise LLC138$8.37K<0.01%013F-HRTimeline
Aviso Financial Inc.137$8.31K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.130$7.88K0.01%013F-HRTimeline
Principia Wealth Advisory, LLC128$7.76K<0.01%+4013F-HRTimeline
Mosley Wealth Management171$7.72K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC127$7.72K0.01%013F-HRTimeline
Strengthening Families & Communities, L…118$7.17K<0.01%new13F-HRTimeline
Hurley Capital, LLC116$7.04K<0.01%-10713F-HRTimeline
Silver Grove Financial Group, Inc.114$6.91K0.01%new13F-HRTimeline
Napier Financial, LLC108$6.55K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC102$6.19K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.102$6.19K0.01%+1813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC100$6.07K<0.01%+6413F-HRTimeline
VPR Management LLC100$6.07K<0.01%013F-HRTimeline
Strategic Wealth Advisors LLC111$6K<0.01%013F-HRTimeline
Synergy Investment Management, LLC95$5.78K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…93$5.64K<0.01%-25013F-HRTimelineGroup
United Financial Planning Group LLC92$5.58K<0.01%new13F-HRTimeline
True Link Financial Advisors, LLC90$5.46K<0.01%new13F-HR/ATimeline
NVWM, LLC88$5.33K<0.01%013F-HRTimeline
Signature Resources Capital Management,…83$5.03K<0.01%+4113F-HRTimeline
FIRST COMMUNITY TRUST NA80$4.85K<0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC78$4.73K<0.01%-25,14113F-HR/ATimelineGroup
Groupe la Francaisein group Groupe la Francaise89$4.61K<0.01%013F-HRTimelineGroup
Magnolia Wealth Management, LLC75$4.55K<0.01%new13F-HRTimeline
Bare Financial Services, Inc72$4.37K<0.01%+1013F-HRTimeline
Portus Wealth Advisors, LLC70$4.25K<0.01%new13F-HRTimeline
CDKV HOLDINGS LLC70$4.25K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…66$4K<0.01%-2513F-HRTimeline
Ulland Investment Advisors, LLC60$4K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC64$3.88K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.62$3.73K<0.01%+2413F-HRTimeline
Kingdom Financial Group LLC.62$3.73K<0.01%+2213F-HRTimeline
J.Safra Asset Management Corp60$3.64K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC58$3.52K<0.01%013F-HRTimeline
Stone House Investment Management, LLC54$3.27K<0.01%+4313F-HRTimeline
WestEnd Advisors, LLC53$3.21K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.53$3.21K<0.01%-313F-HRTimeline
Burk Holdings LLC51$3.09K<0.01%new13F-HRTimeline
Bullseye Investment Management, LLC50$3.03K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC49$2.83K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.44$2.67K<0.01%-813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD42$2.55K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC43$2.54K<0.01%-80413F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.40$2.43K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC39$2.4K<0.01%013F-HRTimeline
BARD ASSOCIATES INC37$2.25K<0.01%new13F-HRTimeline
WealthCollab, LLC37$2.25K<0.01%013F-HRTimeline
PayPay Securities Corp38$2.24K0.08%-1013F-HRTimeline
TD Capital Management LLC30$1.82K<0.01%-18213F-HRTimeline
Game Plan Financial Advisors, LLC30$1.82K<0.01%013F-HRTimeline
HOERTKORN RICHARD CHARLES24$1.46K<0.01%013F-HRTimeline
Seneschal Advisors, LLC24$1.46K<0.01%+413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.27K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC20$1.21K<0.01%013F-HRTimeline
Davis Capital Management19$1.15K<0.01%+613F-HRTimeline
CURIO WEALTH, LLC16$970<0.01%+413F-HRTimeline
Philadelphia Investment Partners, LLC13$788<0.01%13F-HRTimeline
Breakwater Investment Management11$668<0.01%013F-HRTimeline
First Pacific Financial10$607<0.01%new13F-HRTimeline
Key Capital Management, INC10$607<0.01%+213F-HRTimeline
Merkkuri Wealth Advisors LLC7$446<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC5$304<0.01%-10013F-HRTimeline
Nvest Wealth Strategies, Inc.5$304<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC5$304<0.01%13F-HRTimeline
RETIREMITTEN FINANCIAL LLC4$243<0.01%13F-HRTimeline
Delta Accumulation, LLC2$121<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$121<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC1$48<0.01%013F-HRTimeline
Financial Life Planners1$34<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline