Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,253 managers (2,301 13F filers) reported a position in BMY shares at 2025-06-30, 1,644,457,806 shares in all. 124 filers opened a position and 309 filers sold out during the quarter.

Managers
2,253
13F filers
2,301
New
124
Added
825
Reduced
1,035
Sold out
309
Shares held by filers
1,644,457,806

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Summit Trail Advisors, LLC61,557$2.85M0.05%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC61,317$2.84M0.03%+1,50413F-HRTimeline
Graham Capital Management, L.P.60,985$2.82M0.09%+51,67113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.60,930$2.82M0.19%-16,60013F-HRTimelineGroup
SummitTX Capital, L.P.60,838$2.82M0.12%-1,78713F-HRTimeline
Avantax Planning Partners, Inc.60,419$2.8M0.09%+3,54213F-HRTimeline
Venture Visionary Partners LLC60,276$2.79M0.11%-54,03613F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC60,000$2.78M1.04%013F-HRTimelineGroup
Dakota Wealth Management59,878$2.77M0.06%-218,67113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…59,679$2.76M0.08%-7,70513F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC59,520$2.75M<0.01%-7,04013F-HRTimelineGroup
Truvestments Capital LLC59,474$2.75M0.55%-32213F-HRTimeline
Wesleyan Assurance Society59,492$2.75M0.18%013F-HRTimeline
Snowden Capital Advisors LLC59,391$2.75M0.08%-4,50213F-HRTimeline
Portfolio Design Labs, LLC59,200$2.74M0.54%+8,77913F-HRTimeline
Commonwealth Retirement Investments LLC59,183$2.74M1.04%+11,69013F-HRTimeline
Four Tree Island Advisory LLC59,130$2.74M1.93%-7,42613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC58,639$2.71M0.1%-2,80613F-HRTimeline
Wealthspire Advisors, LLC58,162$2.69M0.02%-98213F-HRTimeline
Atria Wealth Solutions, Inc.57,977$2.69M0.06%-103,86013F-HRTimeline
Machina Capital S.A.S.58,036$2.69M0.56%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC57,576$2.67M0.21%-43,49613F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS57,487$2.66M0.11%013F-HRTimeline
44 WEALTH MANAGEMENT LLC57,305$2.65M0.94%-2,68613F-HRTimeline
Poehling Capital Management, INC.57,260$2.65M0.62%-4013F-HRTimeline
WEDBUSH SECURITIES INC56,957$2.64M0.09%+1,35313F-HRTimeline
Eisler Capital Management Ltd.56,832$2.63M0.09%+45,23313F-HRTimeline
Mengis Capital Management, Inc.56,783$2.63M0.56%-6,32513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC56,555$2.62M0.02%+5,65613F-HR/ATimelineGroup
Sippican Capital Advisors56,392$2.61M1.9%+77013F-HRTimeline
Sowell Financial Services LLC56,368$2.61M0.11%+1,02813F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …56,200$2.6M0.09%+40013F-HRTimelineGroup
Kendall Capital Management55,752$2.58M0.68%+8,21013F-HRTimeline
PFG Investments, LLC55,538$2.57M0.15%-2,01313F-HRTimeline
Range Financial Group LLC55,280$2.56M1.01%+3,14013F-HRTimeline
Royal Fund Management, LLC55,068$2.55M0.27%-18413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP55,000$2.55M0.04%+12,61013F-HRTimelineGroup
Exchange Capital Management, Inc.54,893$2.54M0.38%+22013F-HRTimeline
World Investment Advisors54,673$2.53M0.06%-4,20613F-HRTimeline
BONNESS ENTERPRISES INC54,300$2.51M0.82%013F-HRTimeline
Aureus Asset Management, LLC54,070$2.5M0.16%+17,03613F-HRTimeline
Prospera Financial Services Inc53,997$2.5M0.05%-10,36013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co53,800$2.49M0.58%013F-HRTimelineGroup
Perigon Wealth Management, LLC53,530$2.48M0.06%-8,76813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC53,506$2.48M0.1%+31613F-HRTimelineGroup
HighPoint Advisor Group LLC53,474$2.48M0.13%-4,69213F-HRTimeline
SS&H Financial Advisors, Inc.53,000$2.45M0.82%-90013F-HRTimeline
AIMZ Investment Advisors, LLC52,846$2.45M0.82%-8713F-HRTimeline
Leonteq Securities AG52,478$2.43M0.14%+43,27813F-HRTimeline
Haverford Trust Co52,362$2.42M0.02%-1,05013F-HRTimeline
Quintet Private Bank (Europe) S.A.52,332$2.42M0.14%-24613F-HRTimeline
First Interstate Bank52,277$2.42M0.14%-1,26413F-HRTimeline
Atom Investors LP52,217$2.42M0.21%new13F-HRTimeline
GROUP ONE TRADING LLC51,751$2.4M0.08%+45,97813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…51,718$2.39M0.35%+1,04513F-HRTimelineGroup
FOSTER & MOTLEY INC51,493$2.38M0.14%+13,26813F-HRTimeline
Resonant Capital Advisors, LLC51,152$2.37M0.15%-7913F-HRTimeline
ExodusPoint Capital Management, LP51,047$2.36M0.03%new13F-HRTimeline
EDGEWOOD MANAGEMENT LLC50,575$2.34M0.01%-10,61413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.50,530$2.34M0.03%new13F-HRTimelineGroup
Meridian Wealth Management, LLC50,339$2.33M0.1%-16013F-HRTimeline
Townsend & Associates, Inc48,133$2.33M0.23%+79113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC50,322$2.33M0.04%-1,33113F-HRTimeline
GRIES FINANCIAL LLC49,656$2.3M0.42%+67613F-HRTimeline
GF FUND MANAGEMENT CO. LTD.49,379$2.29M0.05%-36913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC49,241$2.28M0.5%-25,83713F-HRTimeline
Iowa State Bank49,204$2.28M0.45%-1,27113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC49,107$2.27M0.24%-1,58013F-HRTimeline
Berkeley Capital Partners, LLC49,072$2.27M0.58%+4,30513F-HRTimeline
Leelyn Smith, LLC49,048$2.27M0.37%+1,78113F-HRTimeline
SAPIENT CAPITAL LLC48,922$2.26M0.04%-8413F-HRTimeline
V-Square Quantitative Management LLC48,828$2.26M0.3%+2,42913F-HRTimeline
Mirador Capital Partners LP48,662$2.25M0.37%+49613F-HRTimeline
Capital Asset Advisory Services LLC47,074$2.24M0.1%+1,06913F-HRTimeline
MADDEN SECURITIES Corp48,150$2.23M0.75%+38,47013F-HRTimeline
OSTRUM ASSET MANAGEMENT48,142$2.23M0.1%-5,81813F-HRTimeline
Integras Partners LLC48,139$2.23M2.24%-42113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC48,052$2.22M0.14%+40913F-HRTimeline
Cypress Capital, LLC47,963$2.22M0.64%-10413F-HRTimeline
Orion Porfolio Solutions, LLC47,956$2.22M0.02%-1,59513F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/47,935$2.22M0.24%+79513F-HRTimeline
LMG Wealth Partners, LLC47,733$2.21M0.45%+99113F-HRTimeline
EagleClaw Capital Managment, LLC47,718$2.21M0.33%-1,60013F-HRTimeline
Cohen Klingenstein LLC47,559$2.2M0.07%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …47,473$2.2M0.05%+54613F-HRTimelineGroup
Mill Capital Management, LLC47,468$2.2M0.17%013F-HRTimeline
United Community Bankin group United Community Bank47,464$2.2M0.75%+31,78813F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP47,318$2.19M0.15%+40,60513F-HRTimeline
Sompo Asset Management Co., Ltd.47,304$2.19M0.38%-1,39013F-HRTimeline
Parallax Volatility Advisers, L.P.47,237$2.19M0.09%new13F-HRTimeline
Choate Investment Advisors46,884$2.17M0.05%+1,40613F-HRTimeline
KG Capital Management46,651$2.16M0.64%+39,13613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT46,425$2.15M0.15%-32,34113F-HRTimeline
WOODSTOCK CORP46,416$2.15M0.2%-4,50013F-HRTimeline
Savvy Advisors, Inc.46,410$2.15M0.14%+18,83513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding46,182$2.14M+12,714Timeline
Busey Bank46,006$2.13M0.07%-168,12613F-HRTimeline
Clarkston Capital Partners, LLC46,000$2.13M0.05%013F-HRTimeline
LONDON CO OF VIRGINIA45,746$2.12M0.01%013F-HRTimeline
Round Hill Asset Management45,717$2.12M1.43%+30,01613F-HRTimeline
QUADRANT CAPITAL GROUP LLC45,686$2.11M0.08%+11,14613F-HRTimeline
Consolidated Portfolio Review Corp45,679$2.11M0.29%+16413F-HRTimeline
MONTAG A & ASSOCIATES INC45,458$2.1M0.1%-7113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding45,388$2.1M-160Timeline
Simmons Bankin group Simmons Bank45,309$2.1M0.15%+2,31713F-HRTimelineGroup
Leo Wealth, LLC45,232$2.09M0.16%+38,28613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management45,139$2.09M<0.01%new13F-HRTimelineGroup
Castle Rock Wealth Management, LLC44,559$2.09M0.49%+36,57613F-HRTimeline
MUFG SECURITIES AMERICAS INC.45,103$2.09M0.18%+9,18213F-HRTimeline
Frank, Rimerman Advisors LLC45,082$2.09M0.14%+3,21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.45,073$2.09M0.13%-2,77613F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG44,917$2.08M0.04%+22,92713F-HRTimelineGroup
TRUST CO OF VERMONT44,871$2.08M0.1%+1,02313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…44,213$2.05M0.03%+8,87613F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding44,185$2.05M+4,051Timeline
Bahl & Gaynor LLC44,138$2.04M0.01%+8513F-HRTimeline
D L CARLSON INVESTMENT GROUP INC44,126$2.04M0.37%+19,36313F-HRTimeline
PROMETHIUM ADVISORS,LLC44,050$2.04M1.24%-2,00013F-HRTimeline
NJ State Employees Deferred Compensatio…43,884$2.03M0.24%013F-HRTimeline
Pine Valley Investments Ltd Liability Co43,652$2.02M0.12%+1,24113F-HRTimeline
Polar Asset Management Partners Inc.43,500$2.01M0.05%+6,41213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC43,369$2.01M0.02%-1,86713F-HRTimeline
DUNCKER STREETT & CO INC43,338$2.01M0.37%-1,74313F-HRTimeline
OSSIAM43,261$2M0.02%-8,47213F-HRTimeline
Campbell & CO Investment Adviser LLC42,998$1.99M0.13%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH42,865$1.98M0.62%-1,05513F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC42,521$1.97M0.01%new13F-HRTimelineGroup
Bell & Brown Wealth Advisors, LLC42,467$1.97M0.7%-20513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC42,431$1.96M0.22%+14,43113F-HRTimeline
PATTEN & PATTEN INC/TN42,208$1.95M0.13%-26,11113F-HRTimeline
Zuckerman Investment Group, LLC42,202$1.95M0.19%013F-HRTimeline
Laird Norton Wetherby Wealth Management…42,197$1.95M0.09%13F-HRTimeline
Legato Capital Management LLC42,146$1.95M0.23%013F-HRTimeline
Barbara Oil Co.42,000$1.94M0.76%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC41,770$1.93M0.12%-16,59013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC41,579$1.92M0.15%+2,25513F-HRTimeline
Mechanics Bank Trust Department41,574$1.92M0.28%-12,95213F-HRTimeline
LaFleur & Godfrey LLC41,443$1.92M0.24%-2,12813F-HRTimeline
Merit Financial Group, LLC41,435$1.92M0.02%-10,16613F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC41,364$1.91M0.14%+1,96113F-HRTimeline
Bard Financial Services, Inc.41,310$1.91M0.23%+24513F-HRTimeline
Coppell Advisory Solutions LLC40,970$1.9M0.23%new13F-HR/ATimeline
Janney Capital Management LLC40,993$1.9M0.12%+69513F-HRTimeline
InvesTrust40,984$1.9M0.73%-74,17813F-HRTimeline
Optimist Retirement Group LLC40,861$1.89M0.91%+1,72513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.40,717$1.88M0.27%-59813F-HRTimeline
GAMMA Investing LLC40,508$1.88M0.12%+82313F-HRTimeline
Wells Trecaso Financial Group, LLC40,491$1.87M0.58%-1,62413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,127$1.86M0.02%+1,35813F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO40,078$1.86M0.4%-2,41413F-HRTimeline
CHEMUNG CANAL TRUST CO40,077$1.86M0.39%-7513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC39,839$1.84M0.06%-28713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,721$1.84M0.29%+24513F-HRTimeline
Proactive Wealth Strategies LLC39,689$1.84M0.87%+1,71713F-HRTimeline
OARSMAN CAPITAL, INC.39,683$1.84M0.29%+4,04313F-HRTimeline
Waverly Advisors, LLC39,523$1.83M0.02%+12613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.39,478$1.83M<0.01%-7,793,30013F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…39,229$1.82M0.19%+5,93713F-HR/ATimelineGroup
CLARK ESTATES INC/NY38,800$1.8M0.4%+4,26213F-HRTimeline
NEVILLE RODIE & SHAW INC38,804$1.8M0.13%-11,28513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT38,449$1.78M0.03%-73813F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC38,400$1.78M0.02%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC38,356$1.78M0.92%-91613F-HRTimeline
COURIER CAPITAL LLC38,346$1.78M0.11%-1,56313F-HRTimeline
IHT Wealth Management, LLC38,251$1.77M0.05%-5,33813F-HRTimeline
Ballentine Partners, LLC38,232$1.77M0.03%-2,55413F-HRTimeline
Ridgewood Investments LLC38,146$1.77M0.76%+10,57413F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…37,993$1.76M1.31%-1,66513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,987$1.76M0.08%-2,04413F-HRTimeline
Inlet Private Wealth, LLC37,973$1.76M0.43%-10,01513F-HRTimeline
First National Trust Co37,822$1.75M0.07%-2,63213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC37,800$1.75M0.04%-40013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC37,751$1.75M0.13%+55713F-HRTimeline
EDMP, INC.37,679$1.74M1.48%-2,09413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT37,641$1.74M0.11%-13513F-HRTimelineGroup
Old Port Advisors37,571$1.74M0.47%-61913F-HRTimeline
AXQ CAPITAL, LP37,507$1.74M0.56%+28,05113F-HRTimeline
Peak Asset Management, LLC37,505$1.74M0.32%-63413F-HRTimeline
Stokes Family Office, LLC37,373$1.73M0.18%+97113F-HRTimeline
AdvisorNet Financial, Inc37,314$1.73M0.11%+2,02813F-HRTimeline
Enhancing Capital LLC37,300$1.73M1.32%013F-HRTimeline
SHAYNE & JACOBS, LLC37,211$1.72M0.57%-30213F-HRTimeline
Herold Advisors, Inc.37,209$1.72M0.36%+53613F-HRTimeline
Lakewood Asset Management LLC37,194$1.72M1.15%+16413F-HRTimeline
Northeast Financial Consultants Inc37,186$1.72M0.07%-1,68613F-HRTimeline
Bellevue Group AGin group Bellevue Group AG37,177$1.72M0.04%+11,61113F-HRTimelineGroup
Del-Sette Capital Management, LLC36,849$1.71M1.19%+3,22413F-HRTimeline
Rehmann Capital Advisory Group36,700$1.7M0.1%+2,37213F-HRTimeline
Caldwell Trust Co36,629$1.7M0.17%-1,20913F-HRTimeline
Purkiss Capital Advisors LLC36,627$1.7M0.94%-1,18213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,565$1.69M0.02%-30,21413F-HRTimelineGroup
Abundance Wealth Counselors36,399$1.69M0.32%+1,36013F-HRTimeline
CACTI ASSET MANAGEMENT LLC36,450$1.69M0.12%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC36,376$1.68M0.11%-70213F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL36,361$1.68M0.74%-6,53013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding36,995$1.68M-1,962Timeline
Summit X, LLC36,246$1.68M0.31%-1,26713F-HRTimeline
Eley Financial Management, Inc36,200$1.68M0.64%+94813F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC36,102$1.67M0.01%-111,07413F-HRTimeline
Aviance Capital Partners, LLC36,036$1.67M0.22%-66813F-HRTimeline