Skip to content
Disclosery

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
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP154,677$9.43M0.07%-4,85113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…154,456$9.42M0.14%-12,93813F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP153,858$9.38M0.32%-5,71313F-HRTimeline
FOUNDATION RESOURCE MANAGEMENT INC152,935$9.33M1.47%-3,58413F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP152,646$9.31M0.25%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Biondo Investment Advisors, LLC148,893$9.08M1.29%+6,69313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp147,791$9.01M0.55%+117,69713F-HRTimelineGroup
Adams Asset Advisors, LLC147,767$9.01M1.24%-15,44013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC147,192$8.98M0.13%+72,67913F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC147,176$8.98M0.04%new13F-HRTimeline
ADVOCATE GROUP LLC147,151$8.97M1.64%+1,97413F-HRTimeline
Wilmington Savings Fund Society, FSB146,387$8.93M0.17%-9,31513F-HRTimeline
Sequoia Financial Advisors, LLC146,132$8.91M0.07%-5,56813F-HRTimeline
Sienna Gestion149,780$8.88M0.72%-8,51913F-HRTimeline
Federation des caisses Desjardins du Qu…143,018$8.72M0.04%+17,85413F-HRTimeline
Skylands Capital, LLC142,450$8.69M1.25%-21,22513F-HRTimeline
&PARTNERS143,765$8.63M0.09%+10,72213F-HRTimeline
CENTRAL TRUST Co137,715$8.4M0.21%+35013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.135,859$8.29M1.75%+127,23913F-HRTimeline
BOURNE LENT ASSET MANAGEMENT INC135,091$8.24M3.53%-12,60013F-HRTimeline
UniSuper Management Pty Ltd134,358$8.19M0.06%+5,60013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd133,456$8.14M0.16%-2,91713F-HRTimelineGroup
COLRAIN CAPITAL LLC133,000$8.11M6.93%+11,50013F-HRTimeline
CALIFORNIA FIRST LEASING CORP132,800$8.1M3.57%013F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.132,090$8.06M1.98%+20,82013F-HRTimelineGroup
CHOREO, LLC131,525$8.02M0.12%-1,69313F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …131,431$8.02M0.05%-16,81513F-HRTimelineGroup
TrinityBridge Ltd128,956$7.87M0.23%-37,25013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…127,000$7.75M0.68%013F-HR/ATimelineGroup
INGALLS & SNYDER LLC126,851$7.74M0.26%-5,82613F-HRTimeline
CX Institutional126,845$7.74M0.29%-8,44513F-HRTimeline
FINANCIAL COUNSELORS INC126,429$7.71M0.12%-6,03313F-HRTimeline
WealthTrust Axiom LLC126,014$7.69M2.34%-87813F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC125,323$7.64M0.77%-42213F-HR/ATimelineGroup
Goelzer Investment Management, Inc.124,721$7.61M0.44%-1,58613F-HR/ATimeline
PINNACLE ASSOCIATES LTD124,286$7.58M0.11%+4,20313F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO123,794$7.55M0.26%-1,54413F-HRTimeline
Metis Global Partners, LLC122,725$7.48M0.21%+16,22213F-HRTimeline
Calydon Capital122,235$7.46M1.39%+1,96713F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD122,172$7.45M0.07%new13F-HRTimelineGroup
Bollard Group LLC120,697$7.36M0.19%+1,01913F-HRTimeline
Advisory Services Network, LLC120,660$7.36M0.14%+19,41013F-HRTimeline
AMG National Trust Bank120,470$7.35M0.21%-1,66413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.120,320$7.34M1.71%+114,57913F-HRTimeline
CERTUITY, LLC119,281$7.27M0.76%-15,35113F-HRTimeline
Gulf International Bank (UK) Ltd118,680$7.24M0.25%-42,70613F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.118,579$7.23M0.06%+32,44213F-HRTimeline
Gibraltar Capital Management, Inc.118,355$7.22M1.56%+1,48713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC116,443$7.1M0.05%+4,68713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC116,317$7.09M0.1%+41013F-HRTimelineGroup
CWA Asset Management Group, LLC115,915$7.07M0.34%+4,76613F-HRTimeline
BOKF, NAin group BOKF, NA115,659$7.05M0.12%+12,63013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC115,337$7.03M0.04%+3,38213F-HRTimelineGroup
InvesTrust115,162$7.02M1.92%+51313F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.114,383$6.98M1.42%-13,80413F-HRTimeline
Venture Visionary Partners LLC114,312$6.97M0.29%-2413F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding114,072$6.96M-521,049Timeline
OMERS ADMINISTRATION Corp112,711$6.87M0.06%+81813F-HRTimeline
Composition Wealth, LLC112,521$6.86M0.14%-1,52413F-HRTimeline
Andra AP-fonden112,300$6.85M0.11%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC111,991$6.83M0.08%+43613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The111,552$6.8M0.13%+15,56113F-HRTimelineGroup
Ethic Inc.114,037$6.79M0.14%-60,38713F-HRTimeline
Azimuth Capital Investment Management L…110,780$6.76M0.27%-72513F-HRTimeline
Clearstead Advisors, LLC110,625$6.75M0.1%-1,07213F-HRTimeline
Telos Capital Management, Inc.109,712$6.69M0.73%-70013F-HRTimeline
Louisiana State Employees Retirement Sy…109,100$6.65M0.13%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO108,933$6.64M0.17%+85313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC108,531$6.62M0.77%+16,43713F-HRTimeline
Grassi Investment Management108,360$6.61M0.61%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp108,052$6.59M0.2%-28,42513F-HRTimelineGroup
Miller Value Partners, LLC108,000$6.59M3%013F-HRTimeline
S-Bank Fund Management Ltd107,496$6.56M1.23%13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC107,415$6.55M0.2%-1,59013F-HRTimeline
Glenview Trust Co106,425$6.49M0.13%-35513F-HR/ATimeline
SIGNATUREFD, LLC106,013$6.47M0.12%+3,23013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT105,946$6.46M0.43%-48013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC105,678$6.45M0.06%-67213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.105,028$6.41M0.03%-12,10513F-HRTimelineGroup
Vinva Investment Management Ltd105,125$6.31M0.25%-8,81013F-HRTimeline
Welch & Forbes LLC103,131$6.29M0.08%-2,60013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…101,816$6.21M0.1%+33,47713F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC101,394$6.18M0.02%-111,61713F-HR/ATimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC101,072$6.16M0.44%-94,72513F-HRTimeline
FourWorld Capital Management LLC100,000$6.1M4.18%new13F-HRTimeline
Integral Health Asset Management, LLC100,000$6.1M0.68%-250,00013F-HRTimeline
Cornerstone Advisors, LLC99,400$6.06M0.26%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.99,181$6.05M0.91%-2,78613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding98,433$6M+53,307Timeline
Cardinal Capital Management97,659$5.96M0.92%+2,62513F-HRTimeline
HENNESSY ADVISORS INC97,200$5.93M0.2%-1,10013F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC96,868$5.91M0.14%-7,88313F-HRTimeline
Belpointe Asset Management LLC96,578$5.89M0.31%-91,86313F-HRTimeline
Employees Retirement System of Texas95,973$5.85M0.05%+54,93113F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd95,110$5.8M0.68%+9,41013F-HRTimeline
Maryland State Retirement & Pension Sys…94,852$5.79M0.14%-14,08013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD94,734$5.78M0.21%-1,90013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd94,602$5.77M0.14%+70,85813F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P94,440$5.76M0.01%-150,72813F-HRTimelineGroup
Motley Fool Asset Management LLCin group Motley Fool Asset Management …94,397$5.76M0.32%+2,04613F-HRTimelineGroup
CCM INVESTMENT GROUP, LLC95,768$5.75M0.61%-7,87213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …93,582$5.71M0.09%-1,07313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.93,413$5.7M0.05%+3,70413F-HRTimelineGroup
NORDEN GROUP LLC92,820$5.66M0.65%+74413F-HRTimeline
HM PAYSON & CO92,714$5.65M0.1%-5,15513F-HRTimeline
Altrius Capital Management Inc91,834$5.6M1.36%-3,21713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP91,496$5.58M0.67%+18,47813F-HRTimeline
Kingsview Wealth Management, LLC91,080$5.55M0.1%+59,36213F-HRTimeline
Aaron Wealth Advisors LLC90,935$5.55M0.64%+53513F-HRTimeline
HB Wealth Management, LLC90,042$5.49M0.05%+16,50013F-HRTimeline
WRIGHT INVESTORS SERVICE INC89,412$5.45M1.8%-20113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC89,050$5.43M0.12%+3,34313F-HRTimelineGroup
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…88,093$5.37M0.06%+9,58113F-HRTimeline
Bleakley Financial Group, LLC87,988$5.37M0.17%+1,94813F-HRTimeline
EDGAR LOMAX CO/VA87,960$5.36M0.34%-107,64013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC87,928$5.36M0.14%+1,12413F-HRTimeline
STOCK YARDS BANK & TRUST CO87,739$5.35M0.19%-5,01313F-HRTimeline
iA Global Asset Management Inc.87,084$5.31M0.09%-11,64813F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV87,026$5.31M3.9%+1,97713F-HRTimeline
BCWM, LLC86,989$5.31M1.84%-23,29013F-HRTimeline
Hudson Capital Management LLC86,313$5.26M1.6%+4,18213F-HRTimeline
Sandy Spring Bank86,311$5.26M0.22%-4,85313F-HRTimeline
AM INVESTMENT STRATEGIES LLC86,060$5.25M1.27%+93313F-HRTimeline
SEARLE & CO.84,510$5.15M1.47%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC83,990$5.12M0.3%013F-HRTimeline
Quilter Plcin group Quilter Plc83,263$5.08M0.11%-24,55513F-HRTimelineGroup
Gladstone Institutional Advisory LLC83,103$5.07M0.24%+18,04913F-HRTimeline
Promethos Capital, LLC81,579$4.98M1.83%-2,13013F-HRTimeline
Versant Capital Management, Inc81,348$4.96M0.83%+2,65813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC81,299$4.96M0.04%-8,89813F-HRTimelineGroup
Hikari Tsushin, Inc.81,141$4.95M0.33%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…81,098$4.95M0.06%-186,55513F-HRTimelineGroup
Arlington Trust Co LLCgroup of 2 filers holding81,071$4.94M-117Timeline
TD PRIVATE CLIENT WEALTH LLC81,015$4.94M0.14%-3,44213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC80,843$4.93M0.47%+33413F-HRTimeline
Radnor Capital Management, LLC80,791$4.93M0.83%-7513F-HRTimeline
Plato Investment Management Ltd78,605$4.85M0.41%-43,61913F-HRTimeline
Rodgers Brothers Inc.79,052$4.82M0.64%-29013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT78,766$4.8M0.36%+22,45113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC78,597$4.79M2.56%+67,22113F-HR/ATimeline
Hunter Perkins Capital Management, LLC78,115$4.76M1.11%-100,43513F-HRTimeline
Tufton Capital Management78,081$4.76M0.92%-1,31413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI77,881$4.75M0.26%-1,62213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC77,685$4.74M0.2%-27913F-HR/ATimeline
Moors & Cabot, Inc.77,583$4.73M0.24%-11,64613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.77,530$4.73M0.34%-3,19413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC77,458$4.72M0.18%+2,66413F-HRTimeline
Caprock Group, LLC77,386$4.72M0.14%-1,04713F-HRTimeline
Good Life Advisors, LLC77,125$4.7M0.33%+10,40413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,874$4.69M0.11%+46,50413F-HRTimelineGroup
Convergence Investment Partners, LLC76,302$4.65M1.29%-14,19113F-HRTimeline
Independent Advisor Alliance76,073$4.64M0.15%+5,02413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding76,530$4.63M-1,537Timeline
Richard Bernstein Advisors LLC75,530$4.61M0.11%-3,05013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN75,524$4.61M0.44%-1,78213F-HRTimeline
Strategic Planning, Inc.75,458$4.6M2.6%13F-HRTimeline
Signature Wealth Management Group75,162$4.58M1.79%+1,17913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC75,078$4.58M1.1%+66,97813F-HRTimeline
Tema ETFs LLC75,050$4.58M1.37%new13F-HRTimeline
Hamilton Wealth, LLC75,002$4.57M1.1%+3,55013F-HRTimeline
Empirical Financial Services, LLC d.b.a…74,846$4.56M0.12%+54,81013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC74,819$4.56M0.03%-54,94513F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY74,047$4.52M0.58%-30113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP73,667$4.49M0.13%+13,35713F-HRTimelineGroup
Next Level Private LLC73,234$4.47M1.66%+1,07913F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…73,185$4.46M0.13%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO72,806$4.44M0.03%-8,02613F-HRTimelineGroup
Empirical Finance, LLC72,612$4.43M0.27%+1,00913F-HRTimeline
XML Financial, LLC72,451$4.42M0.41%-2,61713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group72,269$4.41M0.58%+2,74313F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.72,173$4.4M0.54%-7,44113F-HRTimeline
INSPIRE TRUST CO, N.A.72,000$4.39M1.04%+14,00013F-HRTimeline
Siemens Fonds Invest GmbH71,584$4.37M0.3%+82113F-HRTimeline
Argent Trust Co71,362$4.35M0.18%-1,03913F-HRTimeline
WHITTIER TRUST CO71,271$4.35M0.06%-3,55513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding70,880$4.32M+3,063Timeline
GREAT LAKES ADVISORS, LLC70,859$4.32M0.04%+60,28413F-HRTimeline
Coho Partners, Ltd.70,803$4.32M0.26%new13F-HRTimeline
Fieldview Capital Management, LLC70,729$4.31M0.61%+47,28413F-HRTimeline
CULLINAN ASSOCIATES INC69,920$4.26M0.3%-1,68413F-HRTimeline
Wealth Advisors of Tampa Bay, LLC69,806$4.26M1.73%-1,97213F-HRTimeline
Lombard Odier Asset Management (Switzer…69,099$4.21M0.24%+9,15313F-HRTimeline
Mubadala Investment Co PJSCin group Mubadala Investment Co PJSC69,095$4.21M0.02%new13F-HRTimelineGroup
Argyle Capital Management, LLC68,747$4.19M1.56%+1,38013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…68,695$4.19M0.01%+24,19513F-HRTimeline
PATTEN & PATTEN INC/TN68,319$4.17M0.28%-3,23213F-HRTimeline
AE Wealth Management LLC68,260$4.16M0.04%+6,75413F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP68,053$4.16M0.17%+38,13913F-HR/ATimeline
Castleview Partners, LLC67,896$4.14M2.8%+12,70313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…67,384$4.11M0.13%-3,37213F-HRTimelineGroup
NorthCrest Asset Manangement, LLC67,070$4.09M0.12%-47,88913F-HRTimeline
Sterling Capital Management LLC66,870$4.08M0.06%-8,50413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.66,869$4.08M2.19%-2,79313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,779$4.07M0.05%+9,97313F-HRTimelineGroup
Sigma Planning Corp66,619$4.06M0.13%+11,41613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC66,560$4.06M0.01%-38,24013F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC66,567$4.06M0.94%+44413F-HRTimeline
Four Tree Island Advisory LLC66,556$4.06M2.85%+14,78313F-HRTimeline
Catherine Avery Investment Management L…66,268$4.04M3.62%+4,98813F-HRTimeline
Edgestream Partners, L.P.65,955$4.02M0.14%-19,89913F-HRTimeline