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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
Argyle Capital Management, LLC67,367$3.81M1.5%+2,55013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC67,253$3.8M0.72%-1,22313F-HRTimeline
Verdence Capital Advisors LLC66,752$3.78M0.3%-12,04213F-HRTimeline
Good Life Advisors, LLC66,721$3.77M0.27%+34,45913F-HRTimeline
Haverford Trust Co66,704$3.77M0.04%-52513F-HRTimeline
Morse Asset Management, Inc66,292$3.75M0.86%+56,29213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC66,123$3.74M0.91%+81713F-HRTimeline
OSTRUM ASSET MANAGEMENT65,838$3.72M0.32%-59,65513F-HRTimeline
Jacobi Capital Management LLC65,782$3.72M0.28%-3,09313F-HRTimeline
Integrated Wealth Concepts LLC65,346$3.7M0.04%+10,61613F-HRTimeline
Exome Asset Management LLC65,200$3.69M2.77%-12,80013F-HRTimeline
Gladstone Institutional Advisory LLC65,054$3.68M0.17%-5,95213F-HRTimeline
SHELL ASSET MANAGEMENT CO64,402$3.64M0.16%-4,48613F-HRTimeline
Assenagon Asset Management S.A.64,169$3.63M0.01%-2213F-HRTimeline
Mengis Capital Management, Inc.63,533$3.59M0.73%-1,64013F-HRTimeline
Avantax Planning Partners, Inc.63,361$3.58M0.13%+1,70513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.62,931$3.56M0.27%-7,82413F-HRTimelineGroup
Fulton Bank, N.A.62,249$3.52M0.14%+3,06213F-HRTimeline
Keene & Associates, Inc.61,881$3.5M2.81%+32613F-HRTimeline
AE Wealth Management LLC61,506$3.48M0.03%+3,26413F-HRTimeline
Catherine Avery Investment Management L…61,280$3.47M3.06%13F-HR/ATimeline
44 WEALTH MANAGEMENT LLC61,050$3.45M1.33%-2,23513F-HRTimeline
Quantitative Investment Management, LLC60,952$3.45M0.26%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC60,476$3.42M0.04%+1,09413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP60,310$3.41M0.1%new13F-HRTimelineGroup
HighPoint Advisor Group LLC60,927$3.41M0.19%+4,16013F-HRTimeline
First Bank & Trust60,268$3.41M0.65%+19,87813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…60,226$3.41M1.15%new13F-HRTimelineGroup
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC60,000$3.39M1.55%013F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…59,946$3.39M0.25%+5,55713F-HRTimeline
Perigon Wealth Management, LLC60,093$3.39M0.08%+11,53613F-HRTimeline
AR ASSET MANAGEMENT INC59,774$3.38M0.77%013F-HRTimeline
Wesleyan Assurance Society59,492$3.37M0.26%-9,81113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC59,395$3.36M0.13%+22,65313F-HRTimeline
LGT Fund Management Co Ltd.59,088$3.34M0.29%+3,33813F-HRTimeline
Shorepoint Capital Partners LLC58,426$3.3M0.76%+1,24813F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC58,360$3.3M0.21%-17,42013F-HRTimeline
Family Manage LLC59,830$3.29M0.53%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.58,253$3.29M0.12%+2,76913F-HRTimelineGroup
INSPIRE TRUST CO, N.A.58,000$3.28M0.84%-45,50013F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY57,902$3.27M1.05%+1,88313F-HRTimeline
Sound View Wealth Advisors Group, LLC57,844$3.27M0.26%-8,68313F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS57,487$3.25M0.16%13F-HRTimeline
WEDBUSH SECURITIES INC57,386$3.25M0.12%+1,61813F-HRTimeline
Mechanics Bank Trust Department57,154$3.23M0.43%-3,72513F-HRTimeline
Poehling Capital Management, INC.57,104$3.23M0.79%-3413F-HRTimeline
Sage Capital Advisors,llc57,039$3.23M0.84%+56713F-HRTimeline
Sowell Financial Services LLC56,823$3.21M0.17%-2,27713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,806$3.21M0.03%+13,95213F-HRTimelineGroup
Lipe & Dalton56,769$3.21M1.7%+20813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT56,315$3.19M0.24%+17,94513F-HRTimeline
PROMETHIUM ADVISORS,LLC56,050$3.17M2.17%-13,50013F-HRTimeline
Royal Fund Management, LLC55,533$3.16M0.34%-49413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …55,800$3.16M0.11%-248,60013F-HRTimelineGroup
Sippican Capital Advisors55,752$3.15M2.3%-92713F-HRTimeline
World Investment Advisors55,689$3.15M0.09%+11,58313F-HRTimeline
First Interstate Bank55,670$3.15M0.19%-1,06013F-HRTimeline
Castleview Partners, LLC55,193$3.13M1.69%+5,75213F-HR/ATimeline
Quintet Private Bank (Europe) S.A.55,357$3.13M0.17%-5,31313F-HRTimeline
Mutual Advisors, LLC55,393$3.12M0.09%+74113F-HRTimeline
First National Trust Co55,210$3.12M0.12%-5,03713F-HRTimeline
Sigma Planning Corp55,203$3.12M0.1%-1,10313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC55,130$3.12M0.25%+53213F-HR/ATimeline
Longbow Finance SA54,908$3.11M0.34%+2,60013F-HRTimeline
PITCAIRN COin group PITCAIRN CO54,721$3.1M0.18%+5,76313F-HRTimelineGroup
Exchange Capital Management, Inc.54,533$3.08M0.49%+11,53113F-HRTimeline
BONNESS ENTERPRISES INC54,300$3.07M1.08%013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…54,293$3.07M0.44%-24,50313F-HRTimelineGroup
SS&H Financial Advisors, Inc.53,900$3.05M1.11%+5,02513F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co53,800$3.04M0.76%013F-HRTimelineGroup
Taika Capital, LP53,795$3.04M2.32%new13F-HRTimeline
PFG Investments, LLC53,552$3.03M0.19%-5,23413F-HRTimeline
AIMZ Investment Advisors, LLC53,104$3M1.04%-14513F-HRTimeline
3Chopt Investment Partners, LLC53,005$3M1.03%+2,72613F-HRTimeline
GQG Partners LLC52,856$2.99M<0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC52,692$2.98M0.06%-2,92913F-HRTimeline
Providence Capital Advisors, LLC52,480$2.97M0.6%+22113F-HRTimeline
WOODSTOCK CORP52,267$2.96M0.28%-7,44713F-HRTimeline
EagleClaw Capital Managment, LLC52,018$2.94M0.47%-4,60013F-HRTimeline
INVESTMENT HOUSE LLC51,909$2.94M0.16%+1,84913F-HRTimeline
Four Tree Island Advisory LLC51,773$2.93M2.02%13F-HRTimeline
SUMMIT SECURITIES GROUP LLC51,700$2.92M1.09%+49,20013F-HRTimeline
EP Wealth Advisors, LLC51,589$2.92M0.02%+2,33713F-HRTimeline
Meridian Wealth Management, LLC51,249$2.9M0.14%-58113F-HRTimeline
GRIES FINANCIAL LLC51,247$2.9M0.51%+33,83213F-HRTimeline
Prospera Financial Services Inc50,900$2.88M0.07%-22,35513F-HRTimeline
Y-Intercept (Hong Kong) Ltd50,867$2.88M0.19%new13F-HRTimeline
Portfolio Design Labs, LLC50,636$2.86M0.59%+12,93013F-HRTimeline
NEVILLE RODIE & SHAW INC50,589$2.86M0.21%+10,40013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK50,198$2.84M0.09%+1,67513F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC49,916$2.82M0.31%-3,95113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.49,748$2.81M0.06%13F-HRTimeline
OSSIAM49,633$2.81M0.05%-10,33613F-HRTimeline
Resonant Capital Advisors, LLC49,556$2.8M0.2%-34413F-HRTimeline
SAPIENT CAPITAL LLC49,509$2.8M0.05%-1,72513F-HRTimeline
Horizon Investments, LLC50,027$2.8M0.08%+1,50313F-HRTimeline
Range Financial Group LLC49,195$2.78M1.28%+43,49513F-HRTimeline
Integras Partners LLC49,073$2.78M2.37%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC48,942$2.77M0.21%+1,63413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC48,692$2.75M0.17%-75913F-HRTimeline
Capital Asset Advisory Services LLC48,298$2.73M0.13%+8313F-HRTimeline
Inlet Private Wealth, LLC47,988$2.71M0.72%-4,80013F-HRTimeline
Vestcor Inc47,984$2.71M0.09%+9,15713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…47,964$2.71M0.09%-30,90613F-HRTimelineGroup
Leelyn Smith, LLC47,699$2.7M0.48%+21513F-HRTimeline
LONDON CO OF VIRGINIA47,661$2.7M0.01%-3,54513F-HRTimeline
CLARK ESTATES INC/NY47,650$2.7M0.52%-5,75013F-HRTimeline
Kendall Capital Management47,632$2.69M0.79%+2,98513F-HRTimeline
Cypress Capital, LLC47,588$2.69M0.77%+9,69313F-HRTimeline
Cohen Klingenstein LLC47,559$2.69M0.09%-21,00013F-HRTimeline
Mill Capital Management, LLC47,533$2.69M0.21%-1,10013F-HRTimeline
Mirador Capital Partners LP47,354$2.68M0.49%+77413F-HRTimeline
Kerusso Capital Management LLC47,215$2.67M1.71%+10413F-HRTimeline
Cubist Systematic Strategies, LLC47,100$2.66M0.04%+41,06013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding47,004$2.66M+3,432Timeline
GROUPAMA ASSET MANAGMENT47,371$2.66M0.05%-16,20813F-HRTimeline
Iowa State Bank46,933$2.65M0.55%+4813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/46,679$2.64M0.35%+8,34113F-HRTimeline
Choate Investment Advisors46,586$2.63M0.06%-47413F-HRTimeline
Commonwealth Retirement Investments LLC46,520$2.63M1.08%+1,03313F-HRTimeline
LMG Wealth Partners, LLC46,412$2.63M0.57%+92313F-HRTimeline
DIVERSIFIED TRUST CO46,155$2.61M0.06%-14,17913F-HRTimeline
Clarkston Capital Partners, LLC46,000$2.6M0.05%013F-HRTimeline
WEALTH ALLIANCE, LLC45,683$2.58M0.31%-5613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC45,141$2.55M0.14%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding45,126$2.55M-1,109Timeline
DUNCKER STREETT & CO INC45,101$2.55M0.47%-96013F-HRTimeline
V-Square Quantitative Management LLC45,094$2.55M0.36%+1,46213F-HRTimeline
TRUST CO OF VERMONT45,051$2.55M0.12%+5,59513F-HRTimeline
Bahl & Gaynor LLC44,953$2.54M0.01%-31013F-HRTimeline
Laird Norton Wetherby Wealth Management…44,911$2.54M0.12%+2,26913F-HRTimeline
Townsend & Associates, Inc44,525$2.54M0.26%-12413F-HRTimeline
Vise Technologies, Inc.44,870$2.54M0.21%+11,61513F-HRTimeline
Pine Valley Investments Ltd Liability Co44,763$2.53M0.17%-13413F-HRTimeline
Zuckerman Investment Group, LLC42,202$2.53M0.24%-9,13713F-HRTimeline
Sompo Asset Management Co., Ltd.44,714$2.53M0.43%-5,06613F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…44,500$2.52M0.01%new13F-HRTimeline
Berkeley Capital Partners, LLC44,496$2.52M0.7%-2,88213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC44,469$2.52M0.19%+12,22713F-HRTimelineGroup
Delta Financial Group, Inc.44,028$2.49M0.58%new13F-HRTimeline
SECTORAL ASSET MANAGEMENT INC44,000$2.49M1.66%-6,00013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL43,891$2.48M0.92%-4,05013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,886$2.48M0.07%-1,06513F-HRTimelineGroup
NJ State Employees Deferred Compensatio…43,884$2.48M0.3%013F-HRTimeline
SevenBridge Financial Group, LLC44,116$2.47M0.47%-2,87513F-HRTimeline
LaFleur & Godfrey LLC43,551$2.46M0.34%+1,48713F-HR/ATimeline
Corundum Group, Inc.43,534$2.46M0.92%+17,59613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.43,521$2.46M0.16%+6,10513F-HRTimelineGroup
OneDigital Investment Advisors LLC43,475$2.46M0.03%-4,49013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.43,474$2.46M0.36%-1,26613F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP43,173$2.44M0.16%+4,84013F-HRTimelineGroup
Stenger Family Office, LLC42,995$2.43M0.83%13F-HRTimeline
Orion Porfolio Solutions, LLC42,933$2.43M0.02%+3,43613F-HRTimeline
Orion Portfolio Solutions, LLC42,933$2.43M0.02%+3,43613F-HRTimeline
Optimist Retirement Group LLC42,928$2.43M1.15%-70813F-HRTimeline
HOLDERNESS INVESTMENTS CO42,770$2.42M0.53%+2,12813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC42,749$2.42M0.03%+4,43513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…42,509$2.4M0.23%-98,72413F-HR/ATimelineGroup
Merit Financial Group, LLC42,435$2.4M0.04%+10,79613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH42,420$2.4M0.67%013F-HRTimeline
OPTIMAS CAPITAL Ltd42,400$2.4M3.23%-20,50013F-HRTimeline
Wells Trecaso Financial Group, LLC42,257$2.39M0.78%-1,73013F-HRTimeline
Legato Capital Management LLC42,146$2.38M0.31%013F-HRTimeline
Consolidated Portfolio Review Corp42,066$2.38M0.38%new13F-HRTimeline
Bangor Savings Bank42,045$2.38M0.22%-69813F-HRTimeline
Barbara Oil Co.42,000$2.38M0.98%013F-HRTimeline
Northeast Financial Consultants Inc41,807$2.36M0.1%+113F-HRTimeline
Pettee Investors, Inc.41,643$2.36M1.2%-48013F-HRTimeline
EDMP, INC.41,599$2.35M2.23%+17113F-HRTimeline
Frank, Rimerman Advisors LLC41,378$2.34M0.17%+1,66713F-HRTimeline
Bell & Brown Wealth Advisors, LLC41,320$2.34M0.87%+1,09913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC41,113$2.33M0.08%+1,65413F-HRTimeline
Employees Retirement System of Texas41,042$2.32M0.02%-15,56013F-HR/ATimeline
Ally Financial Inc.in group Ally Financial Inc.41,000$2.32M0.28%-44,00013F-HRTimelineGroup
SFE Investment Counsel40,956$2.32M0.49%-4,67513F-HRTimeline
CHEMUNG CANAL TRUST CO40,926$2.31M0.48%-12513F-HRTimeline
Ballentine Partners, LLC40,553$2.29M0.04%+1,50813F-HRTimeline
Janney Capital Management LLC40,518$2.29M0.15%-5,14613F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN40,500$2.29M0.6%+10,00013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC40,232$2.28M0.07%-19,43613F-HRTimeline
AlphaMark Advisors, LLC40,089$2.27M0.98%-88513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…39,937$2.26M0.22%-2,34513F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC39,820$2.25M0.73%-1,69313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…39,808$2.25M0.02%-30,47513F-HRTimelineGroup
CHARTER RESEARCH & INVESTMENT GROUP, IN…39,658$2.24M1.71%-1,76213F-HRTimeline
Summit X, LLC39,555$2.24M0.5%-91513F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding39,451$2.23M-1,203Timeline
Raleigh Capital Management Inc.39,439$2.23M0.86%-3,04113F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC39,408$2.23M0.61%+6,40013F-HRTimeline
Bard Financial Services, Inc.39,400$2.23M0.27%-77513F-HRTimeline
Douglass Winthrop Advisors, LLC39,397$2.23M0.04%+2,21713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT39,389$2.23M0.07%+15,54613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT39,226$2.22M0.04%+1,61113F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,171$2.22M0.38%-7,60013F-HRTimeline
Mesirow Financial Investment Management…39,019$2.21M0.04%+1,48113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,008$2.21M0.11%+2,58213F-HRTimeline
Old Port Advisors38,857$2.2M0.63%-2113F-HRTimeline
Virtus Family Office LLC38,799$2.19M2.75%-3,62413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT38,789$2.19M0.14%-1,06013F-HRTimelineGroup
Simmons Bankin group Simmons Bank38,756$2.19M0.16%-72013F-HRTimelineGroup