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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
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS24,821$1.51M0.03%-51713F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC24,763$1.51M0.29%new13F-HRTimeline
Archer Investment Corp24,671$1.5M0.39%013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC24,408$1.49M0.41%013F-HRTimeline
Donoghue Forlines LLC24,328$1.48M0.47%-3,47313F-HRTimeline
Lineweaver Wealth Advisors, LLC24,205$1.48M0.25%+3,60213F-HRTimeline
Coastwise Capital Group, LLC24,090$1.47M1.24%-2,60013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24,065$1.47M0.15%+24113F-HRTimelineGroup
Poplar Forest Capital LLC23,989$1.46M0.26%013F-HRTimeline
ARVEST INVESTMENTS, INC.23,952$1.46M0.23%-1,15513F-HRTimeline
BigSur Wealth Management LLC23,900$1.46M0.39%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC23,893$1.46M0.04%-61213F-HRTimeline
Cobblestone Asset Management LLC23,866$1.46M0.85%013F-HRTimeline
Blue Trust, Inc.23,834$1.45M0.02%+9313F-HRTimeline
Carnegie Lake Advisors LLC23,809$1.45M0.59%-25013F-HRTimeline
AUXIER ASSET MANAGEMENT LLC23,702$1.45M0.22%-64513F-HRTimeline
MTM Investment Management, LLC24,238$1.44M0.56%+213F-HRTimeline
Platform Technology Partners23,538$1.44M0.42%-65213F-HRTimeline
Mystic Asset Management, Inc.23,458$1.43M0.38%-50013F-HRTimeline
Trust Asset Management LLC23,444$1.43M0.12%-1,07713F-HRTimeline
Ted Buchan & Co23,337$1.42M0.67%-36013F-HRTimeline
Joel Isaacson & Co., LLC23,212$1.42M0.06%-1,18113F-HRTimeline
Ledyard National Bank23,052$1.41M0.14%-61813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC22,811$1.39M0.06%-1,67113F-HRTimeline
Pingora Partners LLC22,810$1.39M1.03%013F-HRTimeline
Clear Harbor Asset Management, LLC22,773$1.39M0.11%-1,40713F-HRTimeline
TI-TRUST, INC22,637$1.38M0.91%013F-HRTimeline
Intrua Financial, LLC22,616$1.38M0.22%+4,65213F-HRTimeline
Private Wealth Asset Management, LLC22,615$1.38M0.2%13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC22,566$1.38M0.52%+1,82313F-HRTimeline
Institute for Wealth Management, LLC.22,556$1.38M0.18%-3,33413F-HRTimeline
Claro Advisors Inc.22,533$1.37M0.18%+76613F-HRTimeline
Beaton Management Co. Inc.22,519$1.37M0.71%+1,39513F-HRTimeline
BLB&B Advisors, LLC22,455$1.37M0.07%-1,08413F-HRTimeline
SCHULHOFF & CO INC22,414$1.37M0.61%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC22,331$1.36M0.24%-2,21813F-HRTimeline
Smartleaf Asset Management LLC22,689$1.36M0.13%+75213F-HRTimeline
Wolf Group Capital Advisors22,159$1.35M0.45%-1,30813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG21,990$1.34M0.02%+3,45713F-HRTimelineGroup
Manske Wealth Management21,956$1.34M0.51%+7013F-HRTimeline
Curbstone Financial Management Corp21,946$1.34M0.28%+2,61213F-HRTimeline
United Bank21,871$1.33M0.55%+1,62913F-HRTimeline
BRIGHTON JONES LLC21,831$1.33M0.04%+2,10313F-HRTimeline
CIDEL ASSET MANAGEMENT INC21,820$1.33M0.09%+84013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.21,795$1.33M0.22%013F-HRTimeline
Xcel Wealth Management, LLC21,732$1.33M0.41%+6,91313F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC21,700$1.32M1.06%13F-HRTimeline
Evercore Wealth Management, LLC21,655$1.32M0.02%-7,55313F-HRTimeline
Oxler Private Wealth LLC21,631$1.32M0.46%+4113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC21,613$1.32M0.44%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,578$1.32M0.03%+5,81013F-HRTimeline
Legacy Advisors, LLC21,534$1.31M0.14%+7,59813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,506$1.31M0.05%+1,00113F-HRTimeline
Comprehensive Financial Consultants Ins…21,499$1.31M0.47%-94513F-HRTimeline
Dominguez Wealth Management Solutions, …21,453$1.31M0.96%+48913F-HRTimeline
First City Capital Management, Inc.21,427$1.31M0.78%+26313F-HRTimeline
Kimelman & Baird, LLC21,347$1.3M0.11%013F-HRTimeline
Sky Investment Group LLC21,328$1.3M0.24%+1,50013F-HRTimeline
NCM Capital Management, LLC21,326$1.3M0.58%-30013F-HRTimeline
RTD Financial Advisors, Inc.21,258$1.3M0.17%-4,89413F-HRTimeline
KCM INVESTMENT ADVISORS LLC21,152$1.29M0.05%-32413F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…21,122$1.29M0.94%013F-HRTimeline
EQUITABLE TRUST CO21,090$1.29M0.07%013F-HRTimeline
RAHLFS CAPITAL, LLC20,961$1.28M1.28%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC20,945$1.28M0.31%-127,57313F-HRTimeline
SBI Securities Co., Ltd.20,936$1.28M0.04%-2113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…20,919$1.28M0.12%+2,05013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/20,902$1.27M0.07%-19713F-HRTimeline
Aljian Capital Management, LLC20,866$1.27M0.3%+4,74513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC20,824$1.27M0.22%013F-HRTimeline
Asset Planning,Inc20,809$1.27M1%+7513F-HRTimeline
Counterweight Ventures, LLC20,702$1.26M0.9%+49913F-HRTimeline
PARK NATIONAL CORP /OH/20,649$1.26M0.05%+27413F-HRTimeline
Stiles Financial Services Inc20,605$1.26M0.48%-4,64313F-HRTimeline
Field & Main Bank20,591$1.26M0.44%+7,98513F-HRTimeline
NWAM LLC20,458$1.25M0.11%+1,98513F-HRTimeline
Integrated Advisors Network LLC20,413$1.24M0.06%+3,02513F-HRTimeline
L2 Asset Management, LLC20,400$1.24M0.26%+1,95713F-HRTimeline
Opes Wealth Management LLC20,391$1.24M0.25%-113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW20,383$1.24M0.23%-39813F-HRTimelineGroup
Fiduciary Group, LLC20,372$1.24M0.12%-50013F-HRTimeline
Bank & Trust Co20,358$1.24M1.01%-30413F-HRTimeline
Silverleafe Capital Partners, LLC20,318$1.24M0.43%013F-HRTimeline
Rossmore Private Capital20,301$1.24M0.15%+34713F-HRTimeline
Measured Wealth Private Client Group, L…20,267$1.24M0.4%+9,10313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC20,255$1.24M0.06%+11013F-HRTimelineGroup
Palisade Asset Management, LLC20,185$1.23M0.13%-13013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.20,151$1.23M0.59%-7513F-HRTimeline
ARS Investment Partners, LLC21,685$1.23M0.11%013F-HRTimeline
Bell Bank20,101$1.23M0.07%-11013F-HRTimeline
Kovack Advisors, Inc.20,063$1.22M0.13%+51513F-HRTimeline
Live Oak Investment Partners20,048$1.22M0.96%new13F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.20,000$1.22M0.3%013F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL19,994$1.22M0.33%+72513F-HRTimeline
Genus Capital Management Inc.19,990$1.22M0.18%new13F-HRTimeline
Aventura Private Wealth, LLC19,974$1.22M0.64%+71613F-HRTimeline
Forza Wealth Management, LLC19,965$1.22M0.55%-11013F-HRTimeline
FIRST AMERICAN BANK19,951$1.22M0.09%013F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC19,915$1.22M0.53%-2,00013F-HRTimeline
Fortis Capital Advisors, LLC19,901$1.21M0.25%new13F-HRTimeline
Pandora Wealth, Inc.19,900$1.21M0.8%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC19,880$1.21M0.02%-2,70313F-HRTimeline
Peregrine Asset Advisers, Inc.19,826$1.21M0.45%-90013F-HRTimeline
Western Wealth Management, LLC19,750$1.2M0.08%-23613F-HRTimeline
Sargent Investment Group, LLC19,738$1.2M0.19%+2,08213F-HRTimeline
Keudell/Morrison Wealth Management19,648$1.2M0.28%-1,56213F-HRTimeline
WENDELL DAVID ASSOCIATES INC19,644$1.2M0.12%-55713F-HRTimeline
Hartford Financial Management Inc.19,594$1.2M0.25%-14313F-HRTimeline
WEBSTER BANK, N. A.19,574$1.19M0.13%-2,18013F-HRTimeline
Beacon Financial Advisory LLC19,558$1.19M0.36%-91113F-HRTimeline
Clarius Group, LLC19,536$1.19M0.07%+3,99513F-HRTimeline
J. W. Coons Advisors, LLC19,520$1.19M0.31%+80013F-HRTimeline
SECTORAL ASSET MANAGEMENT INC19,500$1.19M0.93%-24,50013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP19,442$1.19M0.33%+32213F-HRTimelineGroup
Catalyst Funds Management Pty Ltd19,440$1.19M0.31%-3,46013F-HRTimeline
Graypoint LLC19,421$1.18M0.07%+3,42313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,314$1.18M0.07%+1,55113F-HRTimeline
Marcum Wealth, LLC19,296$1.18M0.1%+19313F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT19,177$1.17M0.59%-14613F-HRTimeline
Pflug Koory, LLC19,122$1.17M0.65%-28913F-HRTimeline
UNITED BANK19,098$1.16M0.15%013F-HRTimeline
AlphaCore Capital LLC19,036$1.16M0.1%+35413F-HRTimeline
LITTLE HOUSE CAPITAL LLC19,019$1.16M0.32%new13F-HRTimeline
Knott David M Jr19,000$1.16M0.55%new13F-HRTimeline
Thomasville National Bank18,948$1.16M0.08%+32513F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC18,945$1.16M0.07%-21513F-HRTimeline
Good Steward Wealth Advisors,LLC18,930$1.15M1.05%13F-HRTimeline
Grove Bank & Trust18,910$1.15M0.15%+36013F-HRTimeline
Hanson & Doremus Investment Management18,897$1.15M0.17%-47713F-HRTimeline
CoreCap Advisors, LLC18,896$1.15M0.05%+1,39513F-HRTimeline
Summit Financial, LLC18,881$1.15M0.03%+4,64813F-HRTimeline
Portside Wealth Group, LLC18,874$1.15M0.19%+46613F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,322$1.15M-1,169Timeline
DELTA FINANCIAL ADVISORS LLC18,806$1.15M0.43%-14813F-HRTimeline
American Trust Investment Advisors, LLC18,798$1.15M0.48%+60213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP18,729$1.14M0.02%+1,84513F-HRTimelineGroup
Adalta Capital Management LLC18,722$1.14M0.61%-10013F-HRTimeline
Morse Asset Management, Inc18,720$1.14M0.29%-47,57213F-HRTimeline
Howard Capital Management, LLC18,630$1.14M0.03%-1,31913F-HRTimeline
Town & Country Bank & Trust CO dba Firs…18,547$1.13M0.45%+17213F-HRTimeline
Archford Capital Strategies, LLC18,472$1.13M0.16%+6,66413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.18,449$1.13M0.46%-1,96513F-HRTimeline
W ADVISORS, LLC18,441$1.12M0.7%-14313F-HRTimeline
Modern Wealth Management, LLC18,426$1.12M0.04%+2,60813F-HR/ATimeline
180 WEALTH ADVISORS, LLC18,354$1.12M0.18%-17613F-HRTimeline
FIRST MANHATTAN CO. LLC.18,341$1.12M<0.01%-1,98913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…18,382$1.12M0.17%+313F-HRTimeline
Neumann Capital Management, LLC18,273$1.11M0.39%-1,50013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.18,202$1.11M0.05%+2,33613F-HRTimelineGroup
DT Investment Partners, LLC18,195$1.11M0.11%-3,44713F-HRTimeline
Alta Wealth Advisors LLC18,151$1.11M0.51%+5013F-HRTimeline
Parkside Financial Bank & Trust18,130$1.11M0.14%+62413F-HRTimeline
Sentry LLC18,068$1.1M0.21%+90113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,993$1.1M0.12%+10,09913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,048$1.1M0.04%-29013F-HRTimelineGroup
Paragon Capital Management LLC17,994$1.1M0.63%-1,24713F-HRTimeline
Newman Dignan & Sheerar, Inc.17,969$1.1M0.3%+32213F-HR/ATimeline
COWA, LLC17,952$1.09M0.47%+98213F-HRTimeline
Generali Investments CEE, investicni sp…17,900$1.09M0.1%013F-HRTimeline
Journey Advisory Group, LLC17,896$1.09M0.09%+7513F-HRTimeline
MRWM Advisors, LLC17,845$1.09M0.76%-2213F-HRTimeline
Hexagon Capital Partners LLC17,841$1.09M0.21%+56713F-HRTimeline
Wealth Quarterback LLC17,840$1.09M0.61%-1,08713F-HRTimeline
SANDERS MORRIS HARRIS LLC18,107$1.09M0.17%-3013F-HRTimeline
WEALTH EFFECTS LLC17,776$1.08M0.46%+2,92413F-HRTimeline
Capstone Financial Advisors, Inc.17,747$1.08M0.07%-10213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC17,720$1.08M0.04%-58113F-HRTimeline
United Super Pty Ltd in its capacity as…17,700$1.08M0.04%-1,40013F-HRTimeline
TSP Capital Management Group, LLC17,575$1.07M0.35%-3,16713F-HRTimeline
Reynders McVeigh Capital Management, LLC17,500$1.07M0.06%-37413F-HRTimeline
Hennion & Walsh Asset Management, Inc.17,370$1.06M0.05%-6,32813F-HRTimeline
WINCAP FINANCIAL LLC17,356$1.06M1%+59213F-HRTimeline
First County Bank /CT/17,313$1.06M0.58%-2,12013F-HRTimeline
Miller Financial Services LLC17,309$1.06M1.52%-18613F-HRTimeline
Connor, Clark & Lunn Investment Managem…17,279$1.05M<0.01%-169,11613F-HRTimeline
High Net Worth Advisory Group LLC17,276$1.05M0.3%+30213F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.17,275$1.05M0.2%013F-HRTimeline
MONECO ADVISORS, LLC17,254$1.05M0.11%+43113F-HR/ATimeline
WHITE PINE CAPITAL LLC17,185$1.05M0.36%-2613F-HRTimeline
Triangle Securities Wealth Management17,180$1.05M0.27%+41313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cutter & CO Brokerage, Inc.17,056$1.04M0.25%+1,26213F-HRTimeline
Central Pacific Bank - Trust Division17,053$1.04M0.14%-57113F-HRTimeline
SYON CAPITAL LLC17,024$1.04M0.08%+1,04213F-HRTimeline
LS Investment Advisors, LLC17,015$1.04M0.16%+22513F-HRTimeline
BIRCHBROOK, INC.17,009$1.04M0.58%-77313F-HRTimeline
Vest Financial, LLC16,912$1.03M0.02%+7,16613F-HRTimeline
MONETARY MANAGEMENT GROUP INC16,905$1.03M0.28%013F-HRTimeline
OPINICUS CAPITAL, INC.16,901$1.03M0.91%-91913F-HRTimeline
BANK OF HAWAII16,893$1.03M0.06%+51813F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,881$1.03M0.04%new13F-HRTimeline
Foundations Investment Advisors, LLC16,781$1.02M0.02%+1,42913F-HRTimeline
SITTNER & NELSON, LLC16,747$1.02M0.44%+1913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.16,738$1.02M0.3%-14613F-HRTimeline
Avestar Capital, LLC16,732$1.02M0.1%+1,84213F-HRTimeline
Ipswich Investment Management Co., Inc.16,711$1.02M0.25%-1,90413F-HRTimeline
Cardinal Point Capital Management ULC16,663$1.02M0.09%new13F-HRTimeline
Bayforest Capital Ltd16,656$1.02M0.44%+9,27513F-HR/ATimeline
Wealth Alliance Advisory Group, LLC16,599$1.01M0.21%-67013F-HRTimeline
Old North State Trust, LLC17,891$1.01M0.64%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO20,178$1.01M0.39%+1,48213F-HRTimeline