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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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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
Hamilton Capital Partners Inc.65,556$4M0.26%-5,99913F-HRTimeline
MEAG MUNICH ERGO, Kapitalanlagegesellsc…65,058$3.97M0.12%-126,23713F-HRTimeline
Assenagon Asset Management S.A.65,038$3.97M0.01%+86913F-HRTimeline
Hillman Capital Management, Inc.65,019$3.97M1.95%-49,65213F-HRTimeline
Allworth Financial LP81,386$3.96M0.02%+3,55113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC64,930$3.96M0.11%-3,60013F-HRTimeline
TOBAM64,862$3.96M1.69%-51,42013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Bank & Trust64,717$3.95M0.76%+4,44913F-HRTimeline
Jacobi Capital Management LLC64,613$3.94M0.29%-1,16913F-HRTimeline
Prospera Financial Services Inc64,357$3.93M0.09%+13,45713F-HRTimeline
Snowden Capital Advisors LLC63,893$3.9M0.12%-5,16513F-HRTimeline
Mengis Capital Management, Inc.63,108$3.85M0.8%-42513F-HRTimeline
Integrated Wealth Concepts LLC62,963$3.84M0.04%-2,38313F-HRTimeline
Family Manage LLC62,700$3.82M0.63%+2,87013F-HRTimeline
SummitTX Capital, L.P.62,625$3.82M0.17%13F-HRTimeline
SHELL ASSET MANAGEMENT CO62,566$3.82M0.18%-1,83613F-HRTimeline
Perigon Wealth Management, LLC62,298$3.8M0.1%+2,20513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.62,197$3.79M0.14%+3,94413F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.62,052$3.78M0.29%-87913F-HRTimelineGroup
Shorepoint Capital Partners LLC61,924$3.78M0.85%+3,49813F-HRTimeline
J.W. COLE ADVISORS, INC.61,851$3.77M0.12%+41,73013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC61,445$3.75M0.14%+2,05013F-HRTimeline
EDGEWOOD MANAGEMENT LLC61,189$3.73M0.01%-13,81113F-HRTimeline
Verdence Capital Advisors LLC60,881$3.71M0.28%-5,87113F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY60,465$3.69M1.26%+2,56313F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC60,000$3.66M1.56%013F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC59,991$3.66M1.37%-1,05913F-HRTimeline
Verition Fund Management LLC59,915$3.65M0.02%-24,41013F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS75,610$3.65M0.2%13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC59,813$3.65M0.04%-66313F-HRTimeline
Truvestments Capital LLC59,796$3.65M0.79%+52,99413F-HRTimeline
AR ASSET MANAGEMENT INC59,774$3.65M0.83%013F-HRTimeline
Wesleyan Assurance Society59,492$3.63M0.27%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…59,311$3.62M0.11%-64,68813F-HRTimelineGroup
Wealthspire Advisors, LLC59,144$3.61M0.02%+30,46513F-HRTimeline
LGT Fund Management Co Ltd.59,088$3.6M0.32%013F-HRTimeline
World Investment Advisors58,879$3.59M0.09%+3,19013F-HRTimeline
Te Ahumairangi Investment Management Ltd58,497$3.57M0.76%-14,64713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC58,360$3.56M0.24%013F-HRTimeline
PFG Investments, LLC57,551$3.51M0.23%+3,99913F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS57,487$3.51M0.17%013F-HRTimeline
Poehling Capital Management, INC.57,300$3.49M0.88%+19613F-HRTimeline
Sound View Wealth Advisors Group, LLC57,225$3.49M0.29%-61913F-HRTimeline
3Chopt Investment Partners, LLC57,026$3.48M0.91%+4,02113F-HRTimeline
Lipe & Dalton56,999$3.48M1.95%+23013F-HRTimeline
Avantax Planning Partners, Inc.56,877$3.47M0.12%-6,48413F-HRTimeline
RWA WEALTH PARTNERS, LLC56,707$3.46M0.04%-12,22513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding56,695$3.46M-892,250Timeline
PITCAIRN COin group PITCAIRN CO56,418$3.44M0.21%+1,69713F-HRTimelineGroup
GWN SECURITIES INC.75,620$3.43M0.19%+65,91713F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …55,800$3.4M0.12%013F-HRTimelineGroup
Royal Fund Management, LLC55,252$3.4M0.4%-28113F-HRTimeline
DIVERSIFIED TRUST CO55,658$3.39M0.08%+9,50313F-HRTimeline
Sippican Capital Advisors55,622$3.39M2.56%-13013F-HRTimeline
WEDBUSH SECURITIES INC55,604$3.39M0.12%-1,78213F-HRTimeline
Fulton Bank, N.A.55,502$3.39M0.14%-6,74713F-HRTimeline
Sowell Financial Services LLC55,340$3.38M0.15%-1,48313F-HRTimeline
DJE Kapital AG55,730$3.37M0.1%new13F-HRTimeline
Exchange Capital Management, Inc.54,673$3.33M0.54%+14013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC54,643$3.33M0.29%-48713F-HR/ATimeline
Mechanics Bank Trust Department54,526$3.33M0.45%-2,62813F-HRTimeline
ICICI Prudential Asset Management Co Ltd54,449$3.32M0.43%-120,26313F-HRTimeline
EP Wealth Advisors, LLC54,328$3.31M0.03%+2,73913F-HRTimeline
BONNESS ENTERPRISES INC54,300$3.31M1.08%013F-HRTimeline
Mutual Advisors, LLC68,897$3.3M0.09%+13,50413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC54,006$3.29M0.7%+27,29713F-HRTimeline
OSTRUM ASSET MANAGEMENT53,960$3.29M0.17%-11,87813F-HRTimeline
SS&H Financial Advisors, Inc.53,900$3.29M1.23%013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co53,800$3.28M0.79%013F-HRTimelineGroup
First Interstate Bank53,541$3.27M0.19%-2,12913F-HRTimeline
Haverford Trust Co53,412$3.26M0.03%-13,29213F-HRTimeline
Providence Capital Advisors, LLC53,212$3.25M0.67%+73213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC53,190$3.24M0.14%+8,72113F-HRTimelineGroup
Sage Capital Advisors,llc53,053$3.24M0.85%-3,98613F-HRTimeline
AIMZ Investment Advisors, LLC52,933$3.23M1.13%-17113F-HRTimeline
Quintet Private Bank (Europe) S.A.52,578$3.21M0.19%-2,77913F-HRTimeline
FAGAN ASSOCIATES, INC.52,522$3.2M0.53%+46,29513F-HRTimeline
Range Financial Group LLC52,140$3.18M1.41%+2,94513F-HRTimeline
OSSIAM51,733$3.16M0.04%+2,10013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC51,653$3.15M0.06%-1,03913F-HRTimeline
Merit Financial Group, LLC51,601$3.15M0.05%+9,16613F-HRTimeline
Resonant Capital Advisors, LLC51,231$3.12M0.22%+1,67513F-HRTimeline
INVESTMENT HOUSE LLC51,185$3.12M0.18%-72413F-HRTimeline
WOODSTOCK CORP50,916$3.11M0.31%-1,35113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC50,899$3.1M0.03%-45,73213F-HR/ATimelineGroup
Horizon Investments, LLC51,376$3.1M0.09%+1,34913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC50,687$3.09M0.35%+77113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…50,673$3.09M0.46%-3,62013F-HRTimelineGroup
Meridian Wealth Management, LLC50,499$3.08M0.15%-75013F-HRTimeline
Iowa State Bank50,475$3.08M0.65%+3,54213F-HRTimeline
Portfolio Design Labs, LLC50,421$3.08M0.63%-21513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.50,151$3.06M0.05%-196,87713F-HRTimelineGroup
NEVILLE RODIE & SHAW INC50,089$3.06M0.24%-50013F-HRTimeline
Waterloo Capital, L.P.49,947$3.05M0.28%+19,37613F-HRTimeline
GF FUND MANAGEMENT CO. LTD.49,748$3.03M0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC49,551$3.02M0.03%+6,61813F-HRTimeline
Orion Portfolio Solutions, LLC49,551$3.02M0.03%+6,61813F-HR/ATimeline
EagleClaw Capital Managment, LLC49,318$3.01M0.47%-2,70013F-HRTimeline
SAPIENT CAPITAL LLC49,006$2.99M0.06%-50313F-HRTimeline
GRIES FINANCIAL LLC48,980$2.99M0.58%-2,26713F-HRTimeline
Sompo Asset Management Co., Ltd.48,694$2.97M0.55%+3,98013F-HRTimeline
Integras Partners LLC48,560$2.96M2.67%-51313F-HRTimeline
Kerusso Capital Management LLC48,453$2.96M1.88%+1,23813F-HRTimeline
Soltis Investment Advisors LLC48,311$2.95M0.26%+40,46813F-HRTimeline
Mirador Capital Partners LP48,166$2.94M0.51%+81213F-HRTimeline
Cypress Capital, LLC48,067$2.93M0.85%+47913F-HRTimeline
Inlet Private Wealth, LLC47,988$2.93M0.76%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.47,849$2.92M0.18%+4,32813F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC47,643$2.91M0.19%-1,04913F-HRTimeline
Cohen Klingenstein LLC47,559$2.9M0.11%013F-HRTimeline
Kendall Capital Management47,542$2.9M0.85%-9013F-HRTimeline
Commonwealth Retirement Investments LLC47,493$2.9M1.18%+97313F-HRTimeline
Mill Capital Management, LLC47,468$2.9M0.23%-6513F-HRTimeline
Leelyn Smith, LLC47,267$2.88M0.51%-43213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/47,140$2.88M0.38%+46113F-HRTimeline
HighPoint Advisor Group LLC58,166$2.86M0.17%-2,76113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …46,927$2.86M0.08%+3,04113F-HRTimelineGroup
Delta Financial Group, Inc.46,807$2.86M0.65%+2,77913F-HRTimeline
LMG Wealth Partners, LLC46,742$2.85M0.64%+33013F-HRTimeline
V-Square Quantitative Management LLC46,399$2.83M0.41%+1,30513F-HRTimeline
PROMETHIUM ADVISORS,LLC46,050$2.81M1.8%-10,00013F-HRTimeline
Clarkston Capital Partners, LLC46,000$2.81M0.06%013F-HRTimeline
LONDON CO OF VIRGINIA45,746$2.79M0.02%-1,91513F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding45,548$2.78M-1,456Timeline
Mesirow Financial Investment Management…45,545$2.78M0.05%+6,52613F-HRTimeline
MONTAG A & ASSOCIATES INC45,529$2.78M0.14%-43,72913F-HRTimeline
Consolidated Portfolio Review Corp45,515$2.78M0.44%+3,44913F-HRTimeline
Choate Investment Advisors45,478$2.77M0.07%-1,10813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC45,236$2.76M0.04%+2,48713F-HRTimeline
DUNCKER STREETT & CO INC45,081$2.75M0.54%-2013F-HRTimeline
Capital Asset Advisory Services LLC46,005$2.74M0.14%-2,29313F-HRTimeline
Berkeley Capital Partners, LLC44,767$2.73M0.75%+27113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd44,319$2.7M0.06%new13F-HRTimelineGroup
Bahl & Gaynor LLC44,053$2.69M0.01%-90013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH43,920$2.68M0.86%+1,50013F-HRTimeline
NJ State Employees Deferred Compensatio…43,884$2.68M0.34%013F-HRTimeline
TRUST CO OF VERMONT43,848$2.67M0.13%-1,20313F-HRTimeline
IHT Wealth Management, LLC43,589$2.66M0.08%+9,58413F-HRTimeline
LaFleur & Godfrey LLC43,571$2.66M0.36%+2013F-HRTimeline
BNP PARIBASin group BNP PARIBAS40,856$2.65M0.11%+26,49413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…43,414$2.65M0.23%+6,04113F-HRTimeline
Simmons Bankin group Simmons Bank42,992$2.62M0.2%+4,23613F-HRTimelineGroup
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL42,891$2.62M0.98%-1,00013F-HRTimeline
Bell & Brown Wealth Advisors, LLC42,672$2.6M1.01%+1,35213F-HRTimeline
HOLDERNESS INVESTMENTS CO42,492$2.59M0.6%-27813F-HRTimeline
Pine Valley Investments Ltd Liability Co42,411$2.59M0.17%-2,35213F-HRTimeline
LMR Partners LLPin group LMR Partners LLP42,390$2.59M0.05%-89,77713F-HRTimelineGroup
STANCE CAPITAL LLC42,365$2.58M1.91%+39,16513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC42,211$2.57M0.02%+17,02013F-HRTimelineGroup
Zuckerman Investment Group, LLC42,202$2.57M0.28%013F-HRTimeline
Legato Capital Management LLC42,146$2.57M0.35%013F-HRTimeline
Wells Trecaso Financial Group, LLC42,115$2.57M0.86%-14213F-HRTimeline
Barbara Oil Co.42,000$2.56M1.04%013F-HRTimeline
Frank, Rimerman Advisors LLC41,863$2.55M0.2%+48513F-HRTimeline
WEALTH ALLIANCE, LLC41,698$2.54M0.31%-3,98513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.41,315$2.52M0.38%-2,15913F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding41,311$2.52M+1,860Timeline
OneDigital Investment Advisors LLC41,285$2.52M0.03%-2,19013F-HRTimeline
Bard Financial Services, Inc.41,065$2.5M0.31%+1,66513F-HRTimeline
Ballentine Partners, LLC40,786$2.49M0.04%+23313F-HRTimeline
Ilex Capital Partners (UK) LLP40,532$2.47M0.1%new13F-HRTimeline
First National Trust Co40,454$2.47M0.1%-14,75613F-HRTimeline
Pettee Investors, Inc.40,311$2.46M1.46%-1,33213F-HRTimeline
Janney Capital Management LLC40,298$2.46M0.17%-22013F-HRTimeline
Strategic Global Advisors, LLC40,222$2.45M0.49%-60,59413F-HRTimeline
CHEMUNG CANAL TRUST CO40,152$2.45M0.54%-77413F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding40,134$2.45M+3,567Timeline
EVERGREEN CAPITAL MANAGEMENT LLC40,126$2.45M0.08%-98713F-HRTimeline
Prime Capital Investment Advisors, LLC40,078$2.44M0.03%+7,48113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,031$2.44M0.12%+1,02313F-HRTimeline
COURIER CAPITAL LLC39,909$2.43M0.16%+1,47013F-HRTimeline
EDMP, INC.39,773$2.43M2.03%-1,82613F-HRTimeline
GAMMA Investing LLC39,685$2.42M0.18%+6,26713F-HR/ATimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…39,658$2.42M1.85%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,476$2.41M0.39%+30513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC39,408$2.4M0.64%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC39,403$2.4M0.2%+4,19313F-HRTimeline
Waverly Advisors, LLC39,397$2.4M0.03%+7,29813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC39,272$2.4M1.26%-54813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,324$2.39M0.22%-9,61813F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT39,187$2.39M0.04%-3913F-HRTimeline
Optimist Retirement Group LLC39,136$2.39M1.19%-3,79213F-HRTimeline
Vestcor Inc39,126$2.39M0.08%-8,85813F-HRTimeline
GROUPAMA ASSET MANAGMENT39,681$2.38M0.05%-7,69013F-HRTimeline
Northeast Financial Consultants Inc38,872$2.37M0.11%-2,93513F-HRTimeline
LOWE BROCKENBROUGH & CO INC38,818$2.37M0.16%+2,77313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,769$2.36M0.03%-147,38613F-HRTimelineGroup
Virtus Family Office LLC38,475$2.35M3.01%-32413F-HRTimeline
Applied Finance Capital Management, LLC38,309$2.34M0.17%+1,21313F-HRTimeline
FOSTER & MOTLEY INC38,225$2.33M0.15%+5,38313F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC38,200$2.33M0.06%new13F-HRTimeline
Old Port Advisors38,190$2.33M0.69%-66713F-HRTimeline
Peak Asset Management, LLC38,139$2.33M0.44%+37513F-HRTimeline
Townsend & Associates, Inc47,342$2.32M0.24%+2,81713F-HRTimeline
Proactive Wealth Strategies LLC37,972$2.32M1.23%new13F-HRTimeline
ALTFEST L J & CO INC37,913$2.31M0.29%+1,74513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…37,894$2.31M0.23%-2,04313F-HRTimelineGroup
Caldwell Trust Co37,838$2.31M0.25%+13513F-HRTimeline
Purkiss Capital Advisors LLC37,809$2.31M1.74%+8313F-HRTimeline
SFE Investment Counsel37,806$2.31M0.46%-3,15013F-HRTimeline