Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,487 managers (2,543 13F filers) reported a position in BMY shares at 2026-03-31, 1,619,793,727 shares in all. 229 filers opened a position and 152 filers sold out during the quarter.

Managers
2,487
13F filers
2,543
New
229
Added
1,068
Reduced
876
Sold out
152
Shares held by filers
1,619,793,727

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Miller Value Partners, LLC69,500$4.22M1.1%-38,50013F-HRTimeline
Counterpoint Mutual Funds LLC69,463$4.21M0.63%+64,01013F-HRTimeline
RWA WEALTH PARTNERS, LLC69,309$4.2M0.05%+3,19913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC69,186$4.2M0.87%+54913F-HRTimeline
Sowell Financial Services LLC68,394$4.15M0.15%+2,28913F-HRTimeline
Krilogy Financial LLC70,047$4.13M0.13%-3,42113F-HRTimeline
Moors & Cabot, Inc.67,840$4.11M0.18%-7,36013F-HRTimeline
Gladstone Institutional Advisory LLC67,544$4.1M0.15%-22,63213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC67,496$4.09M0.03%-36,65313F-HRTimeline
Avantax Planning Partners, Inc.67,047$4.07M0.11%-7,50113F-HRTimeline
Leibman Financial Services, Inc.66,907$4.06M2.98%new13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding66,807$4.05M-2,426Timeline
WEST MICHIGAN ADVISORS, LLC66,662$4.04M0.89%new13F-HRTimeline
Leo Wealth, LLC65,938$4M0.29%+13,80413F-HRTimeline
IHT Wealth Management, LLC65,932$4M0.09%+16,74913F-HRTimeline
Jacobi Capital Management LLC65,891$4M0.22%-49413F-HRTimeline
KCM Capital Incin group KCM Capital Inc65,800$3.99M0.75%new13F-HRTimelineGroup
Next Level Private LLC65,154$3.95M0.89%+3,92713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC65,027$3.94M0.13%+3,90513F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC64,992$3.94M0.79%+10,43013F-HRTimeline
Orion Porfolio Solutions, LLC64,960$3.94M0.03%-4,03013F-HRTimeline
Boston Trust Walden Corpgroup of 2 filers holding61,237$3.91M-5,890Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding64,402$3.91M+314Timeline
Tufton Capital Management64,370$3.9M0.71%-45813F-HRTimeline
ROMANO BROTHERS AND COMPANY64,300$3.9M0.44%+1013F-HRTimeline
Vise Technologies, Inc.72,138$3.89M0.08%013F-HRTimeline
River Road Asset Management, LLC64,152$3.89M0.04%-31,65513F-HRTimeline
Assenagon Asset Management S.A.63,683$3.86M0.01%-97113F-HRTimeline
Kerusso Capital Management LLC63,042$3.82M1.91%-4,48513F-HRTimeline
Royal Fund Management, LLC62,903$3.82M0.37%+2,43613F-HRTimeline
TOBAM62,896$3.81M0.99%-31,02813F-HRTimeline
Perpetual Ltdin group Perpetual Ltd62,815$3.81M0.06%-3,92613F-HRTimelineGroup
Savvy Advisors, Inc.62,527$3.79M0.1%+5,35713F-HRTimeline
Chicago Partners Investment Group LLC64,146$3.77M0.08%+20,24913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.61,718$3.74M0.42%-6,73013F-HRTimeline
Kendall Capital Management61,555$3.73M0.77%+4,77013F-HRTimeline
North Dakota State Investment Board61,512$3.73M0.16%-10,96713F-HRTimeline
Bull Harbor Capital LLC61,320$3.72M1%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC61,310$3.72M0.78%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…61,092$3.71M0.1%+1,30413F-HRTimelineGroup
Sippican Capital Advisors60,689$3.68M2.52%-1,36313F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…60,529$3.67M0.23%+2,75013F-HRTimelineGroup
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC60,000$3.64M1.35%013F-HRTimelineGroup
World Investment Advisors59,911$3.63M0.06%-4,56013F-HRTimeline
SVB WEALTH LLC59,578$3.61M0.24%-2,41713F-HRTimeline
Wesleyan Assurance Society59,492$3.61M0.21%013F-HRTimeline
Truvestments Capital LLC59,220$3.59M0.65%+1,23913F-HRTimeline
ROTHSCHILD INVESTMENT LLC58,892$3.57M0.19%+10,32613F-HRTimeline
Integras Partners LLC58,584$3.55M2.33%-75613F-HRTimeline
Four Tree Island Advisory LLC58,337$3.54M1.79%013F-HRTimeline
Leelyn Smith, LLC58,091$3.52M0.49%+45713F-HRTimeline
Carolina Wealth Advisors, LLC57,182$3.47M1.44%+55,93213F-HRTimeline
Coastal Bridge Advisors, LLC56,811$3.45M0.24%+13,55113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding56,777$3.44M+3,739Timeline
NBT BANK, N.A.in group NBT BANK, N.A.56,481$3.43M0.22%-1,05513F-HRTimelineGroup
CenterBook Partners LP56,340$3.42M0.18%new13F-HRTimeline
Greater Midwest Financial Group, LLC56,148$3.41M1.83%new13F-HRTimeline
WHITTIER TRUST CO57,283$3.4M0.04%+1,37713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC55,904$3.39M0.06%+43,75013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.55,513$3.37M0.06%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC55,246$3.35M0.13%-11013F-HRTimeline
Meridian Wealth Management, LLC55,134$3.34M0.12%+3,44813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp55,053$3.34M0.09%-1,85713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.55,695$3.33M0.21%-2,60413F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC54,567$3.31M0.08%+47,45013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC54,309$3.29M0.26%-2,34813F-HRTimeline
BONNESS ENTERPRISES INC54,300$3.29M1.21%013F-HR/ATimeline
OmniStar Financial Group, Inc.54,162$3.28M1.7%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC54,134$3.28M0.01%-435,34013F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT54,098$3.28M0.18%-20413F-HRTimeline
Venture Visionary Partners LLC54,048$3.28M0.11%-2,41013F-HRTimeline
GAMMA Investing LLC53,883$3.27M0.15%+11,85413F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co53,800$3.26M0.73%013F-HRTimelineGroup
Poehling Capital Management, INC.53,711$3.26M0.69%-24713F-HRTimeline
Hillman Capital Management, Inc.53,102$3.22M2.24%-86413F-HRTimeline
Asio Capital, LLC53,017$3.22M0.45%new13F-HRTimeline
BOCHK Asset Management Ltd53,000$3.21M0.67%new13F-HRTimeline
LMG Wealth Partners, LLC52,972$3.21M0.59%+5,86613F-HRTimeline
AIMZ Investment Advisors, LLC52,522$3.19M0.98%-76013F-HRTimeline
Curi Capital, LLC52,418$3.18M0.06%+14813F-HRTimeline
IFP Advisors, Inc52,276$3.17M0.07%+2,80013F-HRTimeline
HARBOUR INVESTMENTS, INC.52,185$3.16M0.05%+19,24013F-HRTimeline
Resonant Capital Advisors, LLC51,916$3.15M0.17%+2,91313F-HRTimeline
XML Financial, LLC51,481$3.12M0.25%-2,00813F-HRTimeline
Orographic Financial Advisors, LLC51,374$3.12M2.21%13F-HRTimeline
Abundance Wealth Counselors51,211$3.11M0.45%+12,80613F-HRTimeline
Frank, Rimerman Advisors LLC51,166$3.1M0.2%+1,67313F-HRTimeline
GAM Holding AGin group GAM Holding AG50,869$3.09M0.27%-36,02713F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC50,205$3.06M0.11%+32,74213F-HRTimelineGroup
Brooklyn Investment Group49,904$3.03M0.09%+18,95413F-HRTimeline
Snowden Capital Advisors LLC49,618$3.01M0.08%-5,14713F-HRTimeline
First National Trust Co49,035$2.97M0.1%-3,06613F-HRTimeline
Patrick Mauro Investment Advisor, INC.48,960$2.97M1.49%-5,28113F-HRTimeline
Mirador Capital Partners LP48,870$2.96M0.42%+1,01213F-HRTimeline
V-Square Quantitative Management LLC48,235$2.93M0.31%+1,84113F-HRTimeline
FOSTER & MOTLEY INC47,739$2.9M0.15%+8,09613F-HRTimeline
Cohen Klingenstein LLC47,559$2.88M0.09%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding46,972$2.85M+14,311Timeline
AlphaCore Capital LLC46,650$2.83M0.07%+6,00413F-HRTimeline
PFG Investments, LLC46,436$2.82M0.13%-10,34713F-HRTimeline
GQG Partners LLC46,361$2.81M<0.01%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC46,278$2.81M0.04%-27013F-HRTimeline
Choate Investment Advisors46,150$2.8M0.05%+1,31413F-HRTimeline
Dana Investment Advisors, Inc.46,136$2.8M0.08%-2,14213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC46,066$2.79M0.16%+413F-HRTimeline
Cypress Capital, LLC46,061$2.79M0.8%+8,01913F-HRTimeline
Castle Rock Wealth Management, LLC46,363$2.76M0.6%+43213F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…45,552$2.76M0.39%+1,78513F-HRTimelineGroup
Trust Co45,468$2.76M0.26%-1,55213F-HRTimeline
Callan Family Office, LLC45,226$2.74M0.06%+13,21813F-HRTimeline
Townsend & Associates, Inc46,445$2.73M0.24%-32213F-HRTimeline
Exit Wealth Advisors, LLC.44,971$2.73M1.4%-1,02513F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC44,706$2.71M0.03%-40413F-HRTimeline
PROMETHIUM ADVISORS,LLC44,650$2.71M1.4%+60013F-HRTimeline
Sompo Asset Management Co., Ltd.44,554$2.7M0.5%+4,39013F-HRTimeline
Optimist Retirement Group LLC44,498$2.7M1.19%+1,56813F-HRTimeline
MGO ONE SEVEN LLC44,425$2.69M0.05%+1,61013F-HRTimeline
44 WEALTH MANAGEMENT LLC44,227$2.68M0.94%-13,85313F-HRTimeline
M Holdings Securities, Inc.47,562$2.67M0.18%+3,10013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC43,677$2.65M0.2%+52713F-HRTimeline
Quintet Private Bank (Europe) S.A.43,578$2.64M0.18%-10,81913F-HRTimeline
Mutual Advisors, LLC43,415$2.63M0.06%-65,68413F-HRTimeline
Bleakley Financial Group, LLC43,322$2.63M0.04%+9,97913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…43,292$2.63M0.06%-13,65013F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC43,234$2.62M0.18%-2,11813F-HRTimeline
Robertson Stephens Wealth Management, L…43,070$2.61M0.07%+18913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,021$2.61M0.05%+7,24013F-HRTimelineGroup
CLARK ESTATES INC/NY43,000$2.61M0.63%013F-HRTimeline
Capital Asset Advisory Services LLC44,014$2.6M0.1%-15,46113F-HRTimeline
Mill Capital Management, LLC42,868$2.6M0.2%-3,50013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH42,665$2.59M0.79%-10113F-HRTimeline
Graham Capital Management, L.P.42,662$2.59M0.09%+11,34813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC42,312$2.57M0.3%-14213F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…42,245$2.56M0.1%new13F-HRTimelineGroup
CULLINAN ASSOCIATES INC42,219$2.56M0.21%-8,77513F-HRTimeline
Catalyst Funds Management Pty Ltd42,082$2.55M0.43%+36,78213F-HRTimeline
Barbara Oil Co.42,000$2.55M0.98%013F-HRTimeline
DUNCKER STREETT & CO INC41,948$2.54M0.48%+40013F-HRTimeline
Pine Valley Investments Ltd Liability Co41,923$2.54M0.12%-1513F-HRTimeline
Bell & Brown Wealth Advisors, LLC41,839$2.54M0.82%+6313F-HRTimeline
Ridgewood Investments LLC41,838$2.54M1.04%13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC41,770$2.53M0.15%013F-HRTimeline
OARSMAN CAPITAL, INC.41,654$2.53M0.31%+2,34813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC41,555$2.52M0.25%-2,85013F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…41,349$2.51M0.66%new13F-HRTimelineGroup
Haverford Trust Co40,901$2.48M0.02%-3,58313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.40,897$2.48M0.16%+5,07513F-HRTimeline
Mengis Capital Management, Inc.40,858$2.48M0.43%-37513F-HRTimeline
CHICAGO TRUST Co NA40,730$2.47M0.39%+3,56713F-HRTimeline
Florida Trust Wealth Management Co40,721$2.47M0.07%+1,58413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC40,463$2.45M0.04%-13213F-HR/ATimeline
WCG Wealth Advisors LLC40,363$2.45M0.07%-7,17513F-HRTimeline
Freestone Grove Partners LP40,335$2.45M0.02%new13F-HRTimeline
Rehmann Capital Advisory Group40,251$2.44M0.13%+2,05113F-HRTimeline
InvesTrust40,168$2.44M1.02%+90313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.40,167$2.44M0.3%+2,86213F-HRTimeline
P.A.W. CAPITAL CORP41,000$2.43M1.95%new13F-HR/ATimeline
NEW ENGLAND ASSET MANAGEMENT INC40,036$2.43M0.31%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC39,903$2.42M0.06%+3,18013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding39,861$2.42M-717Timeline
Dakota Wealth Management39,833$2.42M0.05%-4,48213F-HR/ATimeline
WADDELL & ASSOCIATES, LLC39,703$2.41M0.14%+15,91613F-HRTimeline
NEVILLE RODIE & SHAW INC39,539$2.4M0.17%-1513F-HRTimeline
MONTAG A & ASSOCIATES INC39,348$2.39M0.11%-3,08013F-HRTimeline
Busey Bank39,239$2.38M0.06%-2,59113F-HRTimeline
BDF-GESTION39,182$2.38M0.32%new13F-HRTimeline
Ballentine Partners, LLC38,784$2.35M0.03%+99713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT38,778$2.35M0.04%+30813F-HR/ATimeline
Smartleaf Asset Management LLC39,356$2.35M0.08%+5,29313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding38,757$2.35M-7,476Timeline
AdvisorNet Financial, Inc38,664$2.34M0.12%-75413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC38,522$2.34M0.03%+5,71413F-HRTimeline
THORNBURG INVESTMENT MANAGEMENT INC38,400$2.33M0.02%013F-HRTimeline
GC Wealth Management RIA, LLC38,097$2.31M0.1%+30,29813F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP38,094$2.31M0.04%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Ascent Group, LLCin group Ascent Group, LLC38,067$2.31M0.08%+17,49213F-HRTimelineGroup
Joel Isaacson & Co., LLC38,011$2.31M0.08%+5,97613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT37,944$2.3M0.13%-6813F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.37,748$2.29M0.09%+42513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,747$2.29M+16,099Timeline
WOODSTOCK CORP37,696$2.29M0.2%-1,01013F-HRTimeline
LJI Wealth Management, LLC37,598$2.28M0.36%-1,49013F-HRTimeline
Prospera Financial Services Inc37,554$2.28M0.04%+4,23113F-HRTimeline
SHAYNE & JACOBS, LLC37,526$2.28M0.7%+9313F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC37,500$2.27M0.05%013F-HRTimeline
LONDON CO OF VIRGINIA37,453$2.27M0.01%013F-HRTimeline
Enhancing Capital LLC37,300$2.26M1.68%013F-HRTimeline
Wealthspire Advisors, LLC37,167$2.25M0.02%-3,45013F-HRTimeline
Old Port Advisors37,116$2.25M0.52%+1,23813F-HRTimeline
SAPIENT CAPITAL LLC37,008$2.24M0.03%-3,62513F-HR/ATimeline
Stokes Family Office, LLC36,983$2.24M0.23%-43813F-HRTimeline
HBK Sorce Advisory LLC39,824$2.24M0.05%+1,07813F-HRTimeline
LaFleur & Godfrey LLC36,821$2.23M0.28%+1,63613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…36,717$2.23M0.07%+4,96113F-HRTimelineGroup
Harvest Investment Advisors, LLC36,700$2.23M1.24%-7013F-HRTimeline
EagleClaw Capital Managment, LLC36,693$2.23M0.31%-7,72513F-HRTimeline
Nicholas Hoffman & Company, LLC.36,658$2.22M0.05%+11513F-HRTimeline
Purkiss Capital Advisors LLC36,627$2.22M0.98%013F-HRTimeline
Howard Capital Management, LLC36,586$2.22M0.04%+27213F-HRTimeline
CACTI ASSET MANAGEMENT LLC36,450$2.21M0.13%013F-HRTimeline