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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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COM (common), issuer CIK 14272

2,444 managers (2,494 13F filers) reported a position in BMY shares at 2024-12-31, 1,599,492,156 shares in all. 174 filers opened a position and 111 filers sold out during the quarter.

Managers
2,444
13F filers
2,494
New
174
Added
933
Reduced
917
Sold out
111
Shares held by filers
1,599,492,156

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BOSTON FAMILY OFFICE LLC25,179$1.42M0.1%+1,00013F-HRTimeline
Humankind Investments LLC25,151$1.42M0.36%-2,29713F-HRTimeline
ARVEST INVESTMENTS, INC.25,107$1.42M0.23%-1,90113F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd25,000$1.41M0.41%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI25,001$1.41M0.23%013F-HRTimeline
Supplemental Annuity Collective Trust o…25,000$1.41M0.42%013F-HRTimeline
CFS Investment Advisory Services, LLC24,691$1.4M0.13%-3,47913F-HRTimeline
Archer Investment Corp24,671$1.4M0.37%-64213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC24,549$1.39M0.26%+46613F-HRTimeline
Trust Asset Management LLC24,521$1.39M0.11%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC24,505$1.39M0.03%+1,28313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC24,482$1.38M0.06%-3,40013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC24,408$1.38M0.38%-5013F-HRTimeline
Joel Isaacson & Co., LLC24,393$1.38M0.06%-2,57113F-HRTimeline
Unified Investment Management24,385$1.38M1.57%13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC24,347$1.38M0.21%-15013F-HRTimeline
MTM Investment Management, LLC24,236$1.37M0.53%-1,02313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC24,206$1.37M0.33%new13F-HRTimeline
Platform Technology Partners24,190$1.37M0.41%+6713F-HRTimeline
Clear Harbor Asset Management, LLC24,180$1.37M0.11%-1,50613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,491$1.37M+510Timeline
Trilogy Capital Inc.24,110$1.36M0.07%-42,01213F-HRTimeline
SeaCrest Wealth Management, LLC24,101$1.36M0.14%+2,92713F-HRTimeline
Carnegie Lake Advisors LLC24,059$1.36M0.55%013F-HRTimeline
Poplar Forest Capital LLC23,989$1.36M0.25%013F-HRTimeline
Mystic Asset Management, Inc.23,958$1.36M0.36%+9,20613F-HRTimeline
BigSur Wealth Management LLC23,900$1.35M0.39%-29,73013F-HRTimeline
Cobblestone Asset Management LLC23,866$1.35M0.88%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…23,843$1.35M0.06%-87913F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23,824$1.35M0.13%-2,56413F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd23,744$1.34M0.03%+92513F-HRTimelineGroup
Blue Trust, Inc.23,741$1.34M0.02%-1,76013F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.23,698$1.34M0.06%-12,11413F-HRTimeline
Ted Buchan & Co23,697$1.34M0.63%+1,44013F-HRTimeline
Ledyard National Bank23,670$1.34M0.13%-1,54813F-HRTimeline
BLB&B Advisors, LLC23,539$1.33M0.07%-2,29413F-HRTimeline
Fieldview Capital Management, LLC23,445$1.33M0.2%13F-HRTimeline
Lifeworks Advisors, LLC23,369$1.32M0.24%-86,71413F-HRTimeline
AXS Investments LLC23,273$1.32M0.37%new13F-HRTimeline
Catalyst Funds Management Pty Ltd22,900$1.3M0.32%+15,70013F-HRTimeline
Integrated Investment Consultants, LLC22,873$1.29M0.27%-315,24513F-HR/ATimeline
Pingora Partners LLC22,810$1.29M0.85%+57613F-HRTimeline
TI-TRUST, INC22,637$1.28M0.86%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC22,583$1.28M0.03%-3,88513F-HRTimeline
Farther Finance Advisors, LLC22,540$1.27M0.05%-19,03213F-HRTimeline
Comprehensive Financial Consultants Ins…22,444$1.27M0.46%-9613F-HRTimeline
SCHULHOFF & CO INC22,414$1.27M0.46%013F-HRTimeline
Private Portfolio Partners LLC22,403$1.27M0.23%-12913F-HRTimeline
CHICAGO TRUST Co NA22,204$1.26M0.22%+3,27013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP22,055$1.25M0.01%-1,30213F-HRTimeline
Symphony Financial, Ltd. Co.21,843$1.24M0.2%+4,04113F-HRTimeline
Fairvoy Private Wealth, LLC21,925$1.24M0.33%13F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC21,915$1.24M0.51%-17513F-HRTimeline
Manske Wealth Management21,886$1.24M0.49%13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.21,795$1.23M0.2%+20013F-HRTimeline
Claro Advisors Inc.21,767$1.23M0.17%-2,97113F-HRTimeline
WEBSTER BANK, N. A.21,754$1.23M0.13%-18313F-HRTimeline
Smartleaf Asset Management LLC21,937$1.23M0.13%+7,62913F-HRTimeline
CHAPIN DAVIS, INC.23,737$1.23M0.4%013F-HRTimeline
ARS Investment Partners, LLC21,685$1.23M0.11%+50013F-HRTimeline
Keebeck Wealth Management21,671$1.23M0.18%+38813F-HRTimeline
DT Investment Partners, LLC21,642$1.22M0.1%+81113F-HRTimeline
NCM Capital Management, LLC21,626$1.22M0.55%+23813F-HRTimeline
Oxler Private Wealth LLC21,590$1.22M0.4%-53613F-HRTimeline
KCM INVESTMENT ADVISORS LLC21,476$1.21M0.04%-62213F-HRTimeline
Heritage Trust Co21,454$1.21M0.14%13F-HRTimeline
Kimelman & Baird, LLC21,347$1.21M0.1%013F-HRTimeline
Keudell/Morrison Wealth Management21,210$1.2M0.31%-1,49313F-HRTimeline
Versor Investments LP21,208$1.2M0.21%-2,59213F-HRTimeline
First City Capital Management, Inc.21,164$1.2M0.64%+21913F-HRTimeline
Beaton Management Co. Inc.21,124$1.2M0.6%+70013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…21,122$1.2M0.83%-1,36013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/21,099$1.19M0.07%-20413F-HRTimeline
EQUITABLE TRUST CO21,090$1.19M0.07%-80013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC21,020$1.19M<0.01%-206,95313F-HRTimeline
CIDEL ASSET MANAGEMENT INC20,980$1.19M0.08%+1,13313F-HRTimeline
Dominguez Wealth Management Solutions, …20,964$1.19M0.87%+12213F-HRTimeline
RAHLFS CAPITAL, LLC20,961$1.19M1.17%13F-HR/ATimeline
SBI Securities Co., Ltd.20,957$1.19M0.04%13F-HRTimeline
Fiduciary Group, LLC20,872$1.18M0.12%-2,87313F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC20,824$1.18M0.2%-23,36413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW20,781$1.18M0.21%-12513F-HRTimelineGroup
Eisler Capital Management Ltd.20,663$1.17M0.04%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC20,743$1.17M0.38%+1,19313F-HRTimeline
TSP Capital Management Group, LLC20,742$1.17M0.4%-85013F-HRTimeline
Asset Planning,Inc20,734$1.17M0.89%13F-HRTimeline
Peregrine Asset Advisers, Inc.20,726$1.17M0.43%-2,73813F-HRTimeline
Bank & Trust Co20,662$1.17M0.98%-72813F-HRTimeline
Qtron Investments LLC20,617$1.17M0.16%+2,03313F-HRTimeline
Lineweaver Wealth Advisors, LLC20,603$1.17M0.22%new13F-HRTimeline
Curi Capital, LLC20,535$1.16M0.03%-35813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,505$1.16M0.04%+2,52713F-HRTimeline
Beacon Financial Advisory LLC20,469$1.16M0.38%-62613F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.20,414$1.15M0.46%-2,07613F-HRTimeline
Opes Wealth Management LLC20,392$1.15M0.24%013F-HRTimeline
United Advisor Group, LLC20,391$1.15M0.23%-1,00313F-HRTimeline
PARK NATIONAL CORP /OH/20,375$1.15M0.04%-7513F-HRTimeline
FIRST MANHATTAN CO. LLC.20,330$1.15M<0.01%+1,34013F-HRTimeline
Silverleafe Capital Partners, LLC20,318$1.15M0.36%013F-HRTimeline
Palisade Asset Management, LLC20,315$1.15M0.12%+28013F-HRTimeline
United Bank20,242$1.14M0.48%+2,92013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.20,226$1.14M0.53%-25513F-HRTimeline
Bell Bank20,211$1.14M0.09%-8,90913F-HRTimeline
WENDELL DAVID ASSOCIATES INC20,201$1.14M0.11%+99213F-HRTimeline
Counterweight Ventures, LLC20,203$1.14M0.81%-2913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC20,145$1.14M0.05%-2,60113F-HRTimelineGroup
J.W. COLE ADVISORS, INC.20,121$1.14M0.05%+25913F-HRTimeline
Forza Wealth Management, LLC20,075$1.14M0.52%-54813F-HRTimeline
Campbell Wealth Management20,066$1.14M0.1%+13,75313F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,036$1.13M0.03%+2,46913F-HRTimeline
ROMAN BUTLER FULLERTON & CO18,696$1.13M0.36%+4,71813F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.20,000$1.13M0.21%new13F-HRTimelineGroup
Western Wealth Management, LLC19,986$1.13M0.07%+713F-HR/ATimeline
Morningstar Investment Management LLCgroup of 2 filers holding19,966$1.13M-12,097Timeline
Rossmore Private Capital19,954$1.13M0.14%013F-HRTimeline
FIRST AMERICAN BANK19,951$1.13M0.08%-1213F-HRTimeline
Howard Capital Management, LLC19,949$1.13M0.02%+6,41613F-HRTimeline
GTS SECURITIES LLC19,911$1.13M0.05%-152,84613F-HRTimeline
Sunbelt Securities, Inc.20,086$1.13M0.1%-3013F-HRTimeline
Generali Investments, Management Co LLC19,874$1.12M0.29%13F-HRTimeline
Sky Investment Group LLC19,828$1.12M0.21%+1,37013F-HRTimeline
Neumann Capital Management, LLC19,773$1.12M0.37%-85013F-HRTimeline
Hartford Financial Management Inc.19,737$1.12M0.23%-1,53113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC19,732$1.12M0.05%+13813F-HRTimeline
BRIGHTON JONES LLC19,728$1.12M0.03%+4,93513F-HR/ATimeline
Centiva Capital, LP19,671$1.11M0.04%+1,58013F-HRTimeline
AlphaCentric Advisors LLC19,649$1.11M1.11%new13F-HRTimeline
Quadcap Wealth Management, LLC19,585$1.11M0.16%+5,74213F-HRTimeline
Kovack Advisors, Inc.19,548$1.11M0.11%+2,30613F-HRTimeline
First County Bank /CT/19,433$1.1M0.61%+2,96713F-HRTimeline
Pflug Koory, LLC19,411$1.1M0.56%-7513F-HRTimeline
Hanson & Doremus Investment Management19,374$1.1M0.17%-53713F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co19,340$1.09M0.22%013F-HRTimeline
Curbstone Financial Management Corp19,334$1.09M0.23%-13013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT19,323$1.09M0.54%+50513F-HRTimeline
CAPITAL CITY TRUST CO/FL19,269$1.09M0.27%-1,87813F-HRTimeline
Aventura Private Wealth, LLC19,258$1.09M0.59%13F-HRTimeline
Paragon Capital Management LLC19,241$1.09M0.58%-80413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC19,160$1.08M0.06%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP19,120$1.08M0.3%+5,02613F-HRTimelineGroup
Marcum Wealth, LLC19,103$1.08M0.09%+1,96413F-HRTimeline
United Super Pty Ltd in its capacity as…19,100$1.08M0.04%new13F-HRTimeline
UNITED BANK19,098$1.08M0.13%-20013F-HRTimeline
Dynamic Advisor Solutions LLC19,054$1.08M0.05%-11,41913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,954$1.07M0.4%-37213F-HRTimeline
Wealth Quarterback LLC18,927$1.07M0.5%+44313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…18,869$1.07M0.1%+97113F-HRTimeline
Adalta Capital Management LLC18,822$1.06M0.56%-5513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.18,785$1.06M0.13%+15,58513F-HRTimeline
AlphaQuest LLC18,751$1.06M0.14%+6,59513F-HRTimeline
J. W. Coons Advisors, LLC18,720$1.06M0.27%-10013F-HRTimeline
AlphaCore Capital LLC18,682$1.06M0.23%-57513F-HRTimeline
Procyon Advisors, LLC18,660$1.06M0.07%+1,42313F-HRTimeline
Thomasville National Bank18,623$1.05M0.08%-1,12413F-HRTimeline
Ipswich Investment Management Co., Inc.18,615$1.05M0.25%-1,37013F-HRTimeline
W ADVISORS, LLC18,584$1.05M0.65%-25113F-HRTimeline
Grove Bank & Trust18,550$1.05M0.15%+2,40713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG18,533$1.05M0.02%-17,94013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC18,530$1.05M0.16%-2413F-HRTimeline
Chicago Partners Investment Group LLC18,393$1.04M0.03%+1,68413F-HRTimeline
NWAM LLC18,473$1.04M0.06%+55113F-HRTimeline
L2 Asset Management, LLC18,443$1.04M0.23%+3,30413F-HRTimeline
Raab & Moskowitz Asset Management LLC18,440$1.04M0.26%-4313F-HRTimeline
Portside Wealth Group, LLC18,408$1.04M0.17%-6513F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…18,375$1.04M0.41%+70013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…18,379$1.04M0.16%+50413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,338$1.04M0.03%+76013F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC18,301$1.04M0.04%-9213F-HRTimeline
SANDERS MORRIS HARRIS LLC18,137$1.03M0.15%-1,00013F-HRTimeline
American Trust Investment Advisors, LLC18,196$1.03M0.42%-9513F-HRTimeline
Alta Wealth Advisors LLC18,101$1.02M0.45%+5013F-HRTimeline
INCEPTIONR LLC18,030$1.02M0.23%new13F-HRTimeline
Impact Partnership Wealth, LLC17,968$1.02M0.21%-1113F-HRTimeline
Intrua Financial, LLC17,964$1.02M0.17%-35613F-HRTimeline
Generali Investments CEE, investicni sp…17,900$1.01M0.1%13F-HRTimeline
Old North State Trust, LLC17,891$1.01M0.64%-8113F-HRTimeline
Verity Asset Management, Inc.18,207$1.01M0.57%-12,13513F-HRTimeline
Reynders McVeigh Capital Management, LLC17,874$1.01M0.05%-2,15013F-HRTimeline
MRWM Advisors, LLC17,867$1.01M0.79%13F-HRTimeline
Capstone Financial Advisors, Inc.17,849$1.01M0.06%-4,58513F-HRTimeline
OPINICUS CAPITAL, INC.17,820$1.01M0.85%+48613F-HRTimeline
Freedom Investment Management, Inc.17,806$1.01M0.08%+6,04013F-HRTimeline
BIRCHBROOK, INC.17,782$1.01M0.57%-2,22313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC17,763$1M0.06%+19013F-HRTimeline
Abel Hall, LLC17,743$1M0.64%+34113F-HRTimeline
Newman Dignan & Sheerar, Inc.17,647$998K0.26%-52413F-HRTimeline
Central Pacific Bank - Trust Division17,624$997K0.13%-71113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC17,541$992K0.2%new13F-HRTimeline
111 Capital17,532$992K0.21%13F-HRTimeline
Parkside Financial Bank & Trust17,506$990K0.13%+2,03013F-HRTimeline
CoreCap Advisors, LLC17,501$990K0.05%+3,34513F-HRTimeline
Miller Financial Services LLC17,495$990K0.84%13F-HRTimeline
Integrated Advisors Network LLC17,388$983K0.05%-1,55013F-HRTimeline
Financial Advocates Investment Manageme…17,290$978K0.06%-52113F-HRTimeline
Sargent Investment Group, LLC17,656$977K0.16%+8,38713F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.17,275$977K0.18%013F-HRTimeline
Hexagon Capital Partners LLC17,274$977K0.18%+1,46513F-HRTimeline
Wealth Alliance Advisory Group, LLC17,269$977K0.21%-37113F-HRTimeline
Smithfield Trust Co17,223$974K0.05%013F-HRTimeline
WHITE PINE CAPITAL LLC17,211$973K0.33%-82913F-HRTimeline