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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
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT37,776$2.3M0.15%-1,01313F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…37,683$2.3M<0.01%new13F-HRTimelineGroup
Summit X, LLC37,513$2.29M0.48%-2,04213F-HRTimeline
SHAYNE & JACOBS, LLC37,513$2.29M0.56%-25813F-HRTimeline
Heron Bay Capital Management37,500$2.29M0.48%+26,70513F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.37,328$2.28M1.52%+97213F-HRTimeline
Enhancing Capital LLC37,300$2.27M1.82%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC37,194$2.27M0.18%+97713F-HRTimeline
Verity Asset Management, Inc.37,138$2.27M0.92%+18,93113F-HRTimeline
Quantessence Capital LLC37,100$2.26M0.57%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding37,091$2.26M+1,705Timeline
Polar Asset Management Partners Inc.37,088$2.26M0.07%-257,31213F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,078$2.26M0.15%+12013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…37,070$2.26M0.24%+99513F-HRTimelineGroup
Aureus Asset Management, LLC37,034$2.26M0.16%+31,97513F-HRTimeline
Lakewood Asset Management LLC37,030$2.26M1.52%+10,16313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT36,904$2.25M0.07%-2,48513F-HRTimeline
Aviance Capital Partners, LLC36,704$2.24M0.31%+68613F-HRTimeline
HBK Sorce Advisory LLC36,696$2.24M0.07%+2,23213F-HRTimeline
Herold Advisors, Inc.36,673$2.24M0.49%+1,68513F-HRTimeline
Factorial Partners, LLC36,500$2.23M1.37%013F-HRTimeline
Stokes Family Office, LLC36,402$2.22M0.25%-78813F-HRTimeline
TOWER BRIDGE ADVISORS36,352$2.22M0.25%+4,79613F-HRTimeline
Bragg Financial Advisors, Inc36,341$2.22M0.09%+56513F-HRTimeline
Douglass Winthrop Advisors, LLC36,212$2.21M0.04%-3,18513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding38,957$2.2M+482Timeline
MUFG SECURITIES AMERICAS INC.35,921$2.19M0.25%+5,98213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co35,894$2.19M0.15%+1013F-HRTimelineGroup
Gifford Fong Associates35,899$2.19M0.54%013F-HRTimeline
CACTI ASSET MANAGEMENT LLC36,450$2.19M0.17%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC35,844$2.19M0.1%-413F-HRTimeline
Hedges Asset Management LLC35,800$2.18M1.43%-80013F-HRTimeline
Acropolis Investment Management, LLC35,796$2.18M0.13%+1,78713F-HRTimeline
OARSMAN CAPITAL, INC.35,640$2.17M0.39%+9,48313F-HRTimeline
Dorsey & Whitney Trust CO LLC35,548$2.17M0.13%+26013F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding35,758$2.17M+18,773Timeline
WESTBOURNE INVESTMENTS, INC.35,495$2.16M1.31%+22,66513F-HRTimeline
Valeo Financial Advisors, LLC54,112$2.16M0.06%+19313F-HRTimeline
EASTERN BANK35,410$2.16M0.04%-3,30913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,376$2.16M0.05%+1,17313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…35,337$2.16M0.04%+5,39513F-HRTimelineGroup
Parallel Advisors, LLC35,322$2.15M0.05%+47113F-HRTimeline
AdvisorNet Financial, Inc35,286$2.15M0.16%+47913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp35,251$2.15M0.14%+11113F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC35,233$2.15M0.05%-1,05413F-HRTimeline
one8zero8, LLC35,164$2.14M0.51%-21213F-HRTimeline
Farther Finance Advisors, LLC35,912$2.14M0.05%+13,37213F-HRTimeline
Abundance Wealth Counselors35,039$2.13M0.45%+3,05213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV34,673$2.12M0.3%-3,56213F-HRTimeline
Silvant Capital Management LLC34,639$2.11M0.1%+61613F-HRTimeline
QUADRANT CAPITAL GROUP LLC34,540$2.11M0.08%+21,62413F-HRTimeline
CLARK ESTATES INC/NY34,538$2.11M0.45%-13,11213F-HRTimeline
INTRUST BANK NA34,482$2.1M0.21%+2,69113F-HRTimeline
Eley Financial Management, Inc35,252$2.1M0.84%+72113F-HRTimeline
Rehmann Capital Advisory Group34,328$2.09M0.13%+3,82513F-HRTimeline
Pensionfund Sabicin group Pensionfund PDN34,300$2.09M0.62%-6,20013F-HRTimelineGroup
FineMark National Bank & Trust34,219$2.09M0.08%-83713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,210$2.09M0.03%+4,74213F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC34,190$2.09M0.32%-2,12013F-HRTimeline
PROFUND ADVISORS LLC34,151$2.08M0.09%-1,39713F-HRTimeline
Ranch Capital Advisors Inc.34,139$2.08M0.99%+1,78113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC34,047$2.08M0.28%+1,64813F-HRTimeline
GTS SECURITIES LLC33,957$2.07M0.09%+14,04613F-HRTimeline
VALLEY NATIONAL ADVISERS INC33,869$2.06M0.37%+2,02113F-HRTimeline
First Western Trust Bank33,842$2.06M0.1%-213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP33,803$2.06M0.05%+1,47213F-HRTimeline
Viewpoint Capital Management LLC33,737$2.06M1.11%+58213F-HRTimeline
Del-Sette Capital Management, LLC33,625$2.05M1.61%new13F-HRTimeline
AMICA MUTUAL INSURANCE CO33,522$2.04M0.23%013F-HRTimeline
Premier Path Wealth Partners, LLC33,476$2.04M0.32%+8813F-HRTimeline
Palogic Value Management, L.P.33,290$2.03M0.89%+1,50813F-HR/ATimeline
Redwood Investment Management, LLCin group Redwood Investment Management…33,292$2.03M0.22%-9,21713F-HR/ATimelineGroup
Ceeto Capital Group, LLC33,250$2.03M0.77%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…33,199$2.02M0.33%+40613F-HRTimeline
Florida Trust Wealth Management Co33,188$2.02M0.07%-56013F-HRTimeline
St. Louis Trust Co33,158$2.02M0.29%+3,45113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC33,139$2.02M0.41%-4,83313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC33,038$2.02M0.12%-2,55313F-HRTimeline
Waterfront Wealth Inc.32,818$2M0.49%+14813F-HRTimeline
Arvest Bank Trust Division32,777$2M0.13%+32413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,748$2M0.06%+1,96913F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP32,722$2M0.78%+27313F-HRTimeline
BURNS J W & CO INC/NY32,638$1.99M0.26%-10013F-HRTimeline
Raleigh Capital Management Inc.32,458$1.98M0.9%-6,98113F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP32,215$1.96M0.17%new13F-HRTimelineGroup
PRIVATE TRUST CO NA31,829$1.94M0.2%-1,51413F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC31,826$1.94M1.39%+46713F-HRTimeline
Insight Inv LLC31,797$1.94M1.33%+93813F-HRTimeline
LEE DANNER & BASS INC31,733$1.94M0.16%-11013F-HRTimeline
ODDO BHF ASSET MANAGEMENT SAS31,625$1.93M0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Providence Wealth Advisors, LLC32,431$1.93M1.46%+1,37213F-HRTimeline
NTV Asset Management LLC31,544$1.92M0.26%-1,00013F-HRTimeline
GREENLEAF TRUST31,179$1.9M0.02%+1,00213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC31,151$1.9M0.1%-43413F-HRTimeline
Nicholas Hoffman & Company, LLC.31,150$1.9M0.07%+813F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC31,022$1.89M0.04%+36713F-HRTimelineGroup
Rathbones Group PLC30,864$1.88M0.01%-79613F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/30,804$1.88M1.53%-7513F-HRTimeline
Qtron Investments LLC30,794$1.88M0.28%+10,17713F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC30,738$1.87M0.17%-3,40013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC30,638$1.87M0.07%-57013F-HRTimeline
Cherokee Insurance Co30,600$1.87M0.82%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation30,592$1.87M0.03%+71813F-HRTimelineGroup
Dynamic Advisor Solutions LLC30,491$1.86M0.06%+11,43713F-HRTimeline
Pekin Hardy Strauss, Inc.30,422$1.86M0.22%-2013F-HRTimeline
Carnegie Investment Counsel33,260$1.85M0.04%-17513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding33,468$1.85M+1,868Timeline
HARBOUR INVESTMENTS, INC.30,284$1.85M0.05%+98213F-HRTimeline
New England Research & Management, Inc.30,269$1.85M0.94%+4,18013F-HRTimeline
Silver Lake Advisory, LLC30,225$1.84M0.8%+27213F-HRTimeline
TCW GROUP INCin group TCW GROUP INC30,184$1.84M0.02%-7,15513F-HRTimelineGroup
Alpha Omega Wealth Management LLC30,130$1.84M0.35%+43913F-HRTimeline
CHICAGO TRUST Co NA30,094$1.84M0.33%+7,89013F-HRTimeline
1ST SOURCE BANK30,082$1.83M0.11%-49713F-HRTimeline
Mork Capital Management, LLC30,000$1.83M1.43%013F-HRTimeline
Exchange Bank29,875$1.82M1.47%013F-HRTimeline
Hikari Power Ltd29,820$1.82M0.14%013F-HRTimeline
CHAPIN DAVIS, INC.29,714$1.81M0.62%+5,97713F-HRTimeline
JT Stratford LLC29,702$1.81M0.32%-3,85213F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC29,620$1.81M0.82%-25013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29,286$1.79M0.22%+10,50113F-HRTimeline
Harvest Investment Advisors, LLC29,275$1.79M1.29%-14513F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC29,267$1.78M0.08%+9,53513F-HRTimeline
Cornerstone Select Advisors, LLC29,178$1.78M1.69%+56813F-HRTimeline
Larson Financial Group LLC29,031$1.77M0.08%+11,93113F-HRTimeline
SevenBridge Financial Group, LLC36,634$1.77M0.35%-7,48213F-HRTimeline
SIERRA SUMMIT ADVISORS LLC28,822$1.76M0.38%+11,28113F-HRTimeline
Alaska Permanent Fund Corp34,971$1.76M0.02%013F-HRTimeline
NorthRock Partners, LLC28,735$1.75M0.06%+1,97613F-HRTimeline
U.S. Capital Wealth Advisors, LLC28,730$1.75M0.05%-11,50213F-HRTimeline
Greenfield Savings Bank28,637$1.75M0.86%+87113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp28,604$1.74M0.08%+1,09413F-HRTimelineGroup
Generali Investments, Management Co LLC28,565$1.74M0.5%+8,69113F-HRTimeline
Perpetual Ltdin group Perpetual Ltd28,541$1.74M0.02%+2,62913F-HRTimelineGroup
ICON ADVISERS INC/CO28,500$1.74M0.41%013F-HRTimeline
Procyon Advisors, LLC28,423$1.73M0.11%+9,76313F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV28,412$1.73M1.77%-3013F-HRTimeline
Prestige Wealth Management Group LLC28,285$1.73M0.37%-49313F-HR/ATimeline
Partnership Wealth Management, LLC28,225$1.72M1.46%+35813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC28,122$1.72M0.91%013F-HRTimeline
Stonegate Investment Group, LLC28,033$1.71M0.05%+36713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC28,000$1.71M0.21%013F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…28,000$1.71M1.36%+2,50013F-HRTimelineGroup
Brookwood Investment Group LLC27,986$1.71M0.29%13F-HRTimeline
RFG Advisory, LLC27,915$1.7M0.05%+11,20813F-HRTimeline
Cladis Investment Advisory, LLC27,807$1.7M1.23%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC27,775$1.69M0.16%+1,27013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.27,640$1.69M0.24%+58013F-HRTimeline
Savvy Advisors, Inc.27,575$1.68M0.17%+1,64513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…27,541$1.68M0.35%+94013F-HRTimeline
PLIMOTH TRUST CO LLC27,539$1.68M0.44%-2,22513F-HRTimeline
SeaCrest Wealth Management, LLC27,260$1.66M0.19%+3,15913F-HRTimeline
BOSTON FAMILY OFFICE LLC27,119$1.65M0.12%+1,94013F-HRTimeline
Sheaff Brock Investment Advisors, LLC27,067$1.65M0.15%-2,04813F-HRTimeline
Nemes Rush Group LLC27,027$1.65M0.21%013F-HRTimeline
CSS LLC/IL27,020$1.65M0.11%-4,92013F-HRTimeline
Intellectus Partners, LLC26,954$1.64M0.41%-1,54413F-HRTimeline
INDEPENDENT INVESTORS INC26,938$1.64M0.35%013F-HRTimeline
Bangor Savings Bank26,854$1.64M0.15%-15,19113F-HRTimeline
Linden Thomas Advisory Services, LLC26,742$1.63M0.21%+63913F-HRTimeline
Balefire, LLC26,604$1.62M0.56%+92713F-HRTimeline
MAIRS & POWER INC26,560$1.62M0.02%+39813F-HRTimeline
NewEdge Wealth, LLC26,515$1.62M0.03%+7213F-HRTimeline
E. Ohman J:or Asset Management AB26,512$1.62M0.04%-3,48813F-HRTimeline
Fairvoy Private Wealth, LLC26,512$1.62M0.44%+4,58713F-HRTimeline
IFP Advisors, Inc26,500$1.62M0.05%-1,09313F-HRTimeline
SMITH, MOORE & CO.26,451$1.61M0.15%-2,42613F-HRTimeline
PHILADELPHIA TRUST CO26,450$1.61M0.14%013F-HRTimeline
JENSEN INVESTMENT MANAGEMENT INC26,375$1.61M0.02%013F-HRTimeline
Modera Wealth Management, LLC26,297$1.6M0.02%-61213F-HRTimeline
Pallas Capital Advisors LLC26,237$1.6M0.07%-1,10113F-HRTimeline
Triumph Capital Management26,227$1.6M0.53%+20,71513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC26,209$1.6M0.04%+87513F-HRTimeline
North Star Investment Management Corp.26,076$1.59M0.12%-77713F-HRTimeline
SFMG, LLC26,048$1.59M0.13%-1,58813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…26,007$1.59M0.07%+2,16413F-HRTimelineGroup
Humankind Investments LLC25,974$1.58M0.41%+82313F-HRTimeline
Koshinski Asset Management, Inc.25,956$1.58M0.13%-30613F-HRTimeline
Cornerstone Wealth Management, LLC25,884$1.58M0.11%+1013F-HRTimeline
Citizens National Bank Trust Department25,715$1.57M0.34%013F-HRTimeline
ADIRONDACK TRUST CO25,592$1.56M0.61%-55613F-HRTimeline
Weaver C. Barksdale & Associates, Inc.25,631$1.56M1.5%-87013F-HRTimeline
Bellevue Group AGin group Bellevue Group AG25,566$1.56M0.03%-12,54713F-HRTimelineGroup
CFS Investment Advisory Services, LLC25,549$1.56M0.14%+85813F-HRTimeline
Westhampton Capital, LLC25,417$1.55M0.85%-2,00013F-HRTimeline
Corundum Group, Inc.25,338$1.55M0.74%-18,19613F-HRTimeline
MEANS INVESTMENT CO., INC.25,305$1.54M0.16%-4,54013F-HRTimeline
Heritage Trust Co25,287$1.54M0.19%+3,83313F-HRTimeline
Orion Investment Co25,212$1.54M0.63%-813F-HRTimeline
Ridgewood Investments LLC27,572$1.53M0.71%-4,95813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.25,016$1.53M0.13%-19313F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd25,000$1.53M0.51%013F-HRTimeline
Supplemental Annuity Collective Trust o…25,000$1.52M0.48%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC25,000$1.52M0.52%-5,00013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.25,000$1.52M0.13%-3,90013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.24,993$1.52M1.11%-5,07513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC24,953$1.52M0.49%+74713F-HRTimeline
MGO ONE SEVEN LLC24,933$1.52M0.06%-4,44313F-HRTimeline
TCV Trust & Wealth Management, Inc.24,925$1.52M0.14%-51413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI24,826$1.51M0.27%-17513F-HRTimeline