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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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COM (common), issuer CIK 14272

2,412 managers (2,463 13F filers) reported a position in BMY shares at 2025-12-31, 1,641,501,146 shares in all. 234 filers opened a position and 146 filers sold out during the quarter.

Managers
2,412
13F filers
2,463
New
234
Added
875
Reduced
956
Sold out
146
Shares held by filers
1,641,501,146

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RWA WEALTH PARTNERS, LLC66,110$3.57M0.04%-13,40513F-HRTimeline
Sowell Financial Services LLC66,105$3.57M0.13%+9,20513F-HRTimeline
Aptus Capital Advisors, LLC65,893$3.55M0.03%+4,41913F-HRTimeline
EDGAR LOMAX CO/VA65,210$3.52M0.27%-1,54013F-HRTimeline
Tufton Capital Management64,828$3.5M0.61%-6,89713F-HRTimeline
Lombard Odier Asset Management (Switzer…64,669$3.49M0.15%-11,20013F-HRTimeline
Assenagon Asset Management S.A.64,654$3.49M0.01%+71513F-HRTimeline
World Investment Advisors64,471$3.48M0.06%+7,97713F-HR/ATimeline
ROMANO BROTHERS AND COMPANY64,290$3.47M0.39%-5,94713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,088$3.46M-4,644Timeline
HighPoint Advisor Group LLC64,057$3.46M0.08%+13,18313F-HRTimeline
BURNEY CO/63,621$3.43M0.11%+53,14113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT62,577$3.38M0.06%+42,65813F-HRTimeline
Sippican Capital Advisors62,052$3.35M2.15%+4,00013F-HRTimeline
Munich Reinsurance Co Stock Corp in Mun…61,721$3.35M0.08%013F-HRTimeline
SVB WEALTH LLC61,995$3.34M0.2%-9,40413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP61,820$3.33M0.22%-8,69213F-HRTimeline
CPC Advisors, LLC61,789$3.33M0.34%new13F-HRTimeline
EFG International AGin group EFG International AG61,605$3.32M0.06%13F-HRTimelineGroup
Family Manage LLC61,479$3.32M0.42%-3,71213F-HRTimeline
Next Level Private LLC61,227$3.3M0.87%+4,92713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC61,122$3.3M0.1%+1,90013F-HRTimeline
Leonteq Securities AG60,834$3.28M0.17%+37,79413F-HRTimeline
Royal Fund Management, LLC60,467$3.26M0.3%+20,62513F-HRTimeline
Capital Asset Advisory Services LLC59,475$3.24M0.13%+2,11013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC60,000$3.24M1.17%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…59,788$3.22M0.09%-43013F-HRTimelineGroup
Wesleyan Assurance Society59,492$3.21M0.19%013F-HRTimeline
Integras Partners LLC59,340$3.2M2.59%-10,94013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC59,048$3.19M<0.01%-4,97913F-HRTimelineGroup
Venture Visionary Partners LLC56,458$3.18M0.1%+3,38313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,585$3.16M0.03%+4,75413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.67,193$3.15M0.08%-3,13513F-HRTimeline
Four Tree Island Advisory LLC58,337$3.15M1.74%-79313F-HRTimeline
B. Riley Wealth Advisors, Inc.58,299$3.14M0.15%-76,63613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…58,100$3.13M0.08%-17,42613F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC58,080$3.13M1.05%-8,48213F-HRTimeline
Truvestments Capital LLC57,981$3.13M0.57%-83813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.57,536$3.12M0.21%-96313F-HRTimelineGroup
Morningstar Investment Management LLCin group Morningstar Investment Manage…57,779$3.12M0.18%-104,60713F-HRTimelineGroup
Leelyn Smith, LLC57,634$3.11M0.45%+2,63013F-HRTimeline
Waverly Advisors, LLC57,468$3.1M0.03%+13,93913F-HRTimeline
Savvy Advisors, Inc.57,170$3.08M0.1%+9,89313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…56,942$3.07M0.06%new13F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp56,910$3.07M0.08%-21,36013F-HRTimelineGroup
Kendall Capital Management56,785$3.06M0.64%-2,69713F-HRTimeline
PFG Investments, LLC56,783$3.06M0.14%-1,31513F-HRTimeline
IFG Advisory, LLC56,763$3.06M0.13%+4,95213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC56,657$3.06M0.24%-2,87213F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…56,649$3.06M0.11%13F-HR/ATimeline
WHITTIER TRUST CO55,906$3.04M0.03%-6,65013F-HRTimeline
Y-Intercept (Hong Kong) Ltd56,269$3.04M0.07%+28,21413F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…group of 2 filers holding55,665$3M-6,460Timeline
GF FUND MANAGEMENT CO. LTD.55,513$2.99M0.05%-1,04713F-HRTimeline
Machina Capital S.A.S.55,371$2.99M0.57%-56,55513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC55,356$2.99M0.11%-42,94313F-HRTimeline
TRUST CO OF VERMONT55,026$2.97M0.12%-1,45013F-HRTimeline
Summit Trail Advisors, LLC54,766$2.95M0.05%-6,46913F-HRTimeline
Snowden Capital Advisors LLC54,765$2.95M0.08%-36913F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC54,562$2.94M0.58%+18,37513F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH54,391$2.94M0.02%-28,22613F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.54,397$2.93M0.17%-2,60313F-HRTimeline
OSTRUM ASSET MANAGEMENT54,302$2.93M0.14%-12,93413F-HRTimeline
BONNESS ENTERPRISES INC54,300$2.93M1.01%013F-HRTimeline
Patrick Mauro Investment Advisor, INC.54,241$2.93M1.53%-1,88413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.54,003$2.91M0.18%+12,48513F-HRTimelineGroup
Hillman Capital Management, Inc.53,966$2.91M1.83%-15,47413F-HRTimeline
Poehling Capital Management, INC.53,958$2.91M0.6%-2,37013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co53,800$2.9M0.65%013F-HRTimelineGroup
XML Financial, LLC53,489$2.89M0.24%-5,57313F-HRTimeline
AIMZ Investment Advisors, LLC53,282$2.87M0.82%-59613F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding53,038$2.86M+7,644Timeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…52,454$2.83M0.04%+3,17113F-HRTimelineGroup
Curi Capital, LLC52,270$2.82M0.05%+30,99713F-HRTimeline
Leo Wealth, LLC52,134$2.81M0.2%+14,03313F-HRTimeline
First National Trust Co52,101$2.81M0.09%-1,46313F-HRTimeline
Meridian Wealth Management, LLC51,686$2.79M0.1%+57013F-HRTimeline
Aprio Wealth Management, LLC51,654$2.79M0.16%+44,12513F-HRTimeline
CULLINAN ASSOCIATES INC50,994$2.75M0.19%-4,62513F-HRTimeline
SummitTX Capital, L.P.50,573$2.73M0.08%-5,24913F-HRTimeline
Alpine Fox Capital LLCin group Alpine Fox Capital LLC50,000$2.7M1.82%new13F-HRTimelineGroup
Argent Trust Co49,704$2.68M0.09%-9,28713F-HRTimeline
Frank, Rimerman Advisors LLC49,493$2.67M0.17%+6,01413F-HRTimeline
IFP Advisors, Inc49,476$2.67M0.06%+18,06013F-HRTimeline
IHT Wealth Management, LLC49,183$2.65M0.06%+2,76313F-HRTimeline
Townsend & Associates, Inc46,767$2.65M0.24%-1,40513F-HRTimeline
Resonant Capital Advisors, LLC49,003$2.64M0.15%+1,45013F-HRTimeline
ROTHSCHILD INVESTMENT LLC48,566$2.62M0.14%+10,11713F-HRTimeline
Element Squared LLC48,420$2.61M1.42%new13F-HRTimeline
Dana Investment Advisors, Inc.48,278$2.6M0.08%-42,33413F-HRTimeline
Arax Advisory Partners47,898$2.58M0.08%-146,58113F-HRTimeline
Mirador Capital Partners LP47,858$2.58M0.35%-34713F-HRTimeline
Castle Rock Wealth Management, LLC45,931$2.58M0.56%+5613F-HRTimeline
Cohen Klingenstein LLC47,559$2.57M0.08%013F-HRTimeline
WCG Wealth Advisors LLC47,538$2.56M0.07%+28,84113F-HRTimeline
Sivia Capital Partners, LLC47,322$2.55M0.52%+38,94113F-HRTimeline
LMG Wealth Partners, LLC47,106$2.54M0.47%-5,14613F-HRTimeline
Trust Co47,020$2.54M0.24%+7,87213F-HRTimeline
Clarkston Capital Partners, LLC46,815$2.53M0.06%+81513F-HRTimeline
Iowa State Bank46,798$2.52M0.47%-2,08413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC46,548$2.51M0.04%-3,73213F-HRTimeline
V-Square Quantitative Management LLC46,394$2.5M0.26%-4,96913F-HRTimeline
Mill Capital Management, LLC46,368$2.5M0.18%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding46,233$2.49M+1,655Timeline
GUYASUTA INVESTMENT ADVISORS INC46,062$2.48M0.14%-19513F-HRTimeline
Exit Wealth Advisors, LLC.45,996$2.48M1.47%new13F-HRTimeline
IMC-Chicago, LLC45,935$2.48M0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC45,810$2.47M0.04%+15,35613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC45,352$2.45M0.17%+10,23313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC45,110$2.43M0.03%+19713F-HRTimeline
Hamilton Wealth, LLC104,483$2.42M0.46%-95,30013F-HR/ATimeline
Choate Investment Advisors44,836$2.42M0.05%-1,34113F-HRTimeline
HBK Sorce Advisory LLC38,746$2.4M0.06%+45113F-HRTimeline
Haverford Trust Co44,484$2.4M0.02%-3,09313F-HRTimeline
Chicago Partners Investment Group LLC43,897$2.4M0.06%+20,14013F-HRTimeline
M Holdings Securities, Inc.44,462$2.4M0.17%new13F-HRTimeline
EagleClaw Capital Managment, LLC44,418$2.4M0.35%-1,75013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC44,405$2.4M0.23%-6,99013F-HRTimeline
Dakota Wealth Management44,315$2.39M0.04%-5,90413F-HR/ATimeline
PROMETHIUM ADVISORS,LLC44,050$2.38M1.28%013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…43,767$2.36M0.34%-5,97113F-HRTimelineGroup
Coastal Bridge Advisors, LLC43,260$2.33M0.17%+36,70113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC43,150$2.33M0.17%+59213F-HRTimeline
CLARK ESTATES INC/NY43,000$2.32M0.56%013F-HRTimeline
Optimist Retirement Group LLC42,930$2.32M1.06%-2,88313F-HRTimeline
Robertson Stephens Wealth Management, L…42,881$2.31M0.07%+32,05913F-HRTimeline
MGO ONE SEVEN LLC42,815$2.31M0.05%+9,16813F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH42,766$2.31M0.67%-9913F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC42,454$2.29M0.25%-13113F-HRTimeline
MONTAG A & ASSOCIATES INC42,428$2.29M0.1%-2,87013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd42,062$2.27M0.82%-10,19213F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.42,032$2.27M0.35%+15,89413F-HRTimeline
GAMMA Investing LLC42,029$2.27M0.11%+3,81413F-HRTimeline
Barbara Oil Co.42,000$2.27M0.84%013F-HRTimeline
Pine Valley Investments Ltd Liability Co41,938$2.26M0.11%-1,11013F-HRTimeline
Busey Bank41,830$2.26M0.06%-2,51513F-HRTimeline
Bell & Brown Wealth Advisors, LLC41,776$2.25M0.73%-91513F-HR/ATimeline
PRAXIS INVESTMENT MANAGEMENT INC41,770$2.25M0.13%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC41,725$2.25M0.42%new13F-HRTimeline
DUNCKER STREETT & CO INC41,548$2.24M0.4%013F-HRTimeline
CHEMUNG CANAL TRUST CO41,343$2.23M0.44%-1,67313F-HRTimeline
Mengis Capital Management, Inc.41,233$2.22M0.39%-6,20113F-HRTimeline
SAPIENT CAPITAL LLC40,633$2.2M0.03%-8,25313F-HRTimeline
AlphaCore Capital LLC40,646$2.19M0.05%+16,19913F-HRTimeline
Wealthspire Advisors, LLC40,617$2.19M0.02%+14,89813F-HRTimeline
SEGALL BRYANT & HAMILL, LLC40,595$2.19M0.03%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding40,578$2.19M-1,696Timeline
BANQUE PICTET & CIE SA40,456$2.18M0.02%-1,32213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC40,432$2.18M0.11%+1,21213F-HRTimeline
Simmons Bankin group Simmons Bank40,164$2.17M0.14%-3,43113F-HRTimelineGroup
Sompo Asset Management Co., Ltd.40,164$2.17M0.37%-1,68013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC40,036$2.16M0.28%013F-HRTimeline
Alberta Investment Management Corp40,000$2.16M0.01%new13F-HR/ATimeline
Verition Fund Management LLC39,989$2.16M0.01%-311,54913F-HRTimeline
FOSTER & MOTLEY INC39,643$2.14M0.11%-12,77213F-HRTimeline
NEVILLE RODIE & SHAW INC39,554$2.13M0.15%+75013F-HRTimeline
AdvisorNet Financial, Inc39,418$2.13M0.11%+2,57513F-HRTimeline
OARSMAN CAPITAL, INC.39,306$2.12M0.28%+1,53213F-HRTimeline
Aigen Investment Management, LP39,302$2.12M0.49%-1,47613F-HRTimeline
InvesTrust39,265$2.12M0.82%-2,05413F-HRTimeline
Lakewood Asset Management LLC39,160$2.11M1.24%+1,12913F-HRTimeline
Florida Trust Wealth Management Co39,137$2.11M0.06%+1,70013F-HRTimeline
denkapparat Operations GmbH39,104$2.11M1.15%+3,74613F-HRTimeline
LJI Wealth Management, LLC39,088$2.11M0.32%new13F-HRTimeline
Partnership Wealth Management, LLC39,081$2.11M1.52%+1,17813F-HRTimeline
WOODSTOCK CORP38,706$2.09M0.18%-6013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT38,470$2.08M0.03%-8013F-HRTimeline
Abundance Wealth Counselors38,405$2.07M0.35%+7713F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC38,400$2.07M0.03%013F-HRTimeline
Rehmann Capital Advisory Group38,200$2.06M0.11%-1,07013F-HRTimeline
Cypress Capital, LLC38,042$2.05M0.57%-8,35013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT38,012$2.05M0.12%-17813F-HRTimelineGroup
PROFUND ADVISORS LLC37,994$2.05M0.06%+5,47013F-HRTimeline
Ballentine Partners, LLC37,787$2.04M0.03%+1,33213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC37,500$2.02M0.04%-30013F-HRTimeline
Vest Financial, LLC37,494$2.02M0.03%+8,33513F-HRTimeline
LONDON CO OF VIRGINIA37,453$2.02M0.01%-78713F-HRTimeline
SHAYNE & JACOBS, LLC37,433$2.02M0.61%+10913F-HRTimeline
Stokes Family Office, LLC37,421$2.02M0.18%-5113F-HRTimeline
INTEGRITY ALLIANCE, LLC.37,376$2.02M0.07%+28,34813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,323$2.01M0.08%-15013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.37,305$2.01M0.24%-1,19613F-HRTimeline
Enhancing Capital LLC37,300$2.01M1.44%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…37,227$2.01M0.14%+1,48813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC37,213$2.01M0.99%-50813F-HRTimeline
CHICAGO TRUST Co NA37,163$2M0.31%+14,55613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.37,044$2M<0.01%-2,06313F-HRTimelineGroup
EDGEWOOD MANAGEMENT LLC37,027$2M0.01%-13,54813F-HRTimeline
Berkeley Capital Partners, LLC36,969$1.99M0.47%-16,39713F-HRTimeline
Harvest Investment Advisors, LLC36,770$1.98M1.12%+4,94513F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,723$1.98M0.05%+8,52113F-HRTimeline
Purkiss Capital Advisors LLC36,627$1.98M0.93%013F-HRTimeline
CACTI ASSET MANAGEMENT LLC36,450$1.97M0.12%013F-HRTimeline
Nicholas Hoffman & Company, LLC.36,543$1.97M0.05%+2,75813F-HRTimeline
SteelPeak Wealth, LLC36,357$1.96M0.06%new13F-HRTimeline
Howard Capital Management, LLC36,314$1.96M0.03%+10,80013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding35,551$1.95M+4,008Timeline
COURIER CAPITAL LLC36,148$1.95M0.11%-1,10013F-HRTimeline
Herold Advisors, Inc.36,132$1.95M0.44%-1,63513F-HRTimeline
EDMP, INC.36,006$1.94M1.6%-1,82513F-HRTimeline