Skip to content
Disclosery

BMY BRISTOL-MYERS SQUIBB CO

Follow

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
TI-TRUST, INC22,714$1.23M0.76%+7713F-HRTimeline
Hillsdale Investment Management Inc.22,670$1.22M0.03%+2,00013F-HRTimeline
TCV Trust & Wealth Management, Inc.22,619$1.22M0.1%-40613F-HRTimeline
Trust Asset Management LLC22,617$1.22M0.08%-82713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC22,526$1.22M0.05%-1,73413F-HRTimeline
Forza Wealth Management, LLC22,494$1.21M0.44%+2,71113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp22,459$1.21M0.05%-2,50213F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO22,024$1.21M0.32%+7,72013F-HRTimeline
Dominguez Wealth Management Solutions, …22,404$1.21M0.74%+18513F-HRTimeline
Western Wealth Management, LLC22,373$1.21M0.06%-43913F-HRTimeline
MIdWestOne Financial Group, Inc.22,355$1.21M0.13%-5,23913F-HRTimeline
Evercore Wealth Management, LLC22,296$1.2M0.02%+1,12213F-HRTimeline
QTR Family Wealth, LLC19,745$1.2M0.53%+10,46313F-HRTimeline
Orion Investment Co22,148$1.19M0.36%-2,31013F-HRTimeline
waypoint wealth counsel22,134$1.19M0.44%new13F-HRTimeline
SBI Okasan Asset Management Co.Ltd.22,000$1.19M0.07%13F-HRTimeline
Knott David M Jr22,000$1.19M0.55%-5,00013F-HRTimeline
VestGen Advisors, LLC21,957$1.18M0.05%+92213F-HRTimeline
Portside Wealth Group, LLC21,953$1.18M0.16%+24113F-HRTimeline
MH & ASSOCIATES SECURITIES MANAGEMENT C…21,902$1.18M0.96%13F-HRTimeline
AUXIER ASSET MANAGEMENT LLC21,900$1.18M0.17%-1,84013F-HRTimeline
R Squared Ltd21,745$1.17M0.55%-25,14713F-HRTimeline
Balefire, LLC21,584$1.16M0.23%+71713F-HRTimeline
RiverFront Investment Group, LLC21,560$1.16M0.02%+1,72213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.21,545$1.16M0.17%013F-HRTimeline
Oxler Private Wealth LLC21,493$1.16M0.34%+28013F-HRTimeline
Cobblestone Asset Management LLC21,472$1.16M0.52%-1,21613F-HRTimeline
QUADRANT CAPITAL GROUP LLC21,384$1.15M0.03%-11,08813F-HRTimeline
Mystic Asset Management, Inc.21,308$1.15M0.26%-3,35013F-HRTimeline
Nicholas Wealth, LLC.21,293$1.15M0.78%+3,50813F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC21,268$1.15M0.04%+5,59313F-HRTimeline
EARNED WEALTH ADVISORS, LLC21,196$1.14M0.08%+14,96513F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC21,168$1.14M0.03%-76813F-HRTimeline
Intrua Financial, LLC21,070$1.14M0.12%+1,78813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,008$1.13M0.03%+5,74713F-HRTimeline
SCHULHOFF & CO INC20,914$1.13M0.47%-1,50013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …20,914$1.13M0.03%+15,67813F-HR/ATimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG20,914$1.13M0.02%new13F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC20,871$1.13M0.04%+17413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC20,853$1.12M0.04%-41,41613F-HRTimelineGroup
Foundations Investment Advisors, LLC20,779$1.12M0.01%+7,44713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC20,755$1.12M0.06%+7,46813F-HRTimelineGroup
EQUITABLE TRUST CO20,738$1.12M0.05%013F-HRTimeline
Clear Harbor Asset Management, LLC20,706$1.12M0.08%-2513F-HRTimeline
Drucker Wealth 3.0, LLC20,679$1.12M0.2%new13F-HRTimeline
Miller Global Investments, LLC20,650$1.11M1.01%13F-HRTimeline
Legacy Capital Group California, Inc.20,592$1.11M0.27%+42813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,575$1.11M0.04%+4,91913F-HRTimelineGroup
Cornerstone Select Advisors, LLC20,570$1.11M0.77%-2,54613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC20,552$1.11M0.03%013F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC20,505$1.11M0.16%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,296$1.1M0.1%+14,09113F-HRTimeline
CHAPIN DAVIS, INC.20,473$1.1M0.26%-9,19213F-HRTimeline
WINCAP FINANCIAL LLC20,451$1.1M0.76%+43713F-HRTimeline
Institute for Wealth Management, LLC.20,451$1.1M0.12%-57713F-HRTimeline
Modern Wealth Management, LLC20,368$1.1M0.02%+1,69013F-HRTimeline
Oakmont Investment Advisors, Inc.20,367$1.1M0.8%13F-HRTimeline
Abel Hall, LLC20,365$1.1M0.26%+8,42913F-HRTimeline
Modera Wealth Management, LLC20,329$1.1M0.01%-44513F-HRTimeline
Bank & Trust Co20,270$1.09M0.77%013F-HRTimeline
Wedmont Private Capital19,256$1.09M0.04%+5,58813F-HRTimeline
Platform Technology Partners20,224$1.09M0.23%-1,76713F-HRTimeline
MFG WEALTH MANAGEMENT, INC.20,156$1.09M0.85%new13F-HRTimeline
ADAR1 Capital Management, LLCin group ADAR1 Capital Management, LLC20,000$1.08M0.08%new13F-HR/ATimelineGroup
FIRST AMERICAN BANK19,995$1.08M0.07%+4413F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT19,982$1.08M0.52%+50313F-HRTimeline
Miller Financial Services LLC19,980$1.08M1.26%+33813F-HRTimeline
RAHLFS CAPITAL, LLC19,961$1.08M0.84%013F-HRTimeline
Live Oak Investment Partners19,947$1.08M0.66%-2,12113F-HRTimeline
GREENLEAF TRUST19,941$1.08M0.01%-1,89913F-HRTimeline
LGT Group Foundationin group LGT Group Foundation19,824$1.07M0.01%-2,21913F-HRTimelineGroup
San Luis Wealth Advisors LLC19,879$1.07M0.18%+4,18513F-HRTimeline
Pandora Wealth, Inc.19,800$1.07M0.65%-10013F-HRTimeline
NCM Capital Management, LLC19,709$1.06M0.39%-1,52513F-HRTimeline
Aureus Asset Management, LLC19,686$1.06M0.07%013F-HRTimeline
Qtron Investments LLC19,684$1.06M0.14%+4,00213F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC19,654$1.06M<0.01%-700,29913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC19,646$1.06M0.04%-75013F-HRTimelineGroup
WEALTH ALLIANCE, LLC19,627$1.06M0.1%+1,81113F-HRTimeline
First City Capital Management, Inc.19,615$1.06M0.56%-1,68213F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC19,567$1.06M0.33%+82013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW19,520$1.05M0.15%-48513F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC19,418$1.05M0.17%new13F-HRTimeline
Weaver C. Barksdale & Associates, Inc.19,377$1.05M1.1%-3,78613F-HRTimeline
Heron Bay Capital Management19,379$1.05M0.2%-30313F-HRTimeline
Beacon Financial Advisory LLC19,374$1.05M0.24%-26313F-HRTimeline
SeaCrest Wealth Management, LLC18,388$1.04M0.11%+29413F-HRTimeline
Patten Group, Inc.19,288$1.04M0.19%new13F-HRTimeline
GTS SECURITIES LLC19,287$1.04M0.04%+11,04213F-HRTimeline
COWA, LLC19,166$1.03M0.31%-3813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC19,146$1.03M0.1%-41913F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC19,144$1.03M0.23%-83813F-HRTimeline
PARK NATIONAL CORP /OH/19,065$1.03M0.03%-11313F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP19,051$1.03M0.25%-55413F-HRTimelineGroup
Fiduciary Group, LLC19,038$1.03M0.09%+1,13513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.18,952$1.02M0.48%-92013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC18,945$1.02M0.06%013F-HRTimeline
Pflug Koory, LLC18,888$1.02M0.48%-10013F-HRTimeline
Parvin Asset Management, LLC18,815$1.01M0.82%+5,99013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.18,797$1.01M0.04%+2,66213F-HRTimelineGroup
Lantern Wealth Advisors, LLC18,791$1.01M0.54%-12,72013F-HRTimeline
Intellectus Partners, LLC18,788$1.01M0.2%-39213F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd18,783$1.01M0.03%new13F-HRTimelineGroup
Acropolis Investment Management, LLC18,671$1.01M0.05%-10,25313F-HRTimeline
Aster Capital Management (DIFC) Ltd18,631$1M0.44%new13F-HRTimeline
Adalta Capital Management LLC18,622$1M0.45%013F-HRTimeline
Grove Bank & Trust18,588$1M0.11%+51013F-HRTimeline
Hanson & Doremus Investment Management18,556$1M0.12%+1,13513F-HRTimeline
RTD Financial Advisors, Inc.18,512$999K0.12%-3,09013F-HRTimeline
Opes Wealth Management LLC18,453$995K0.17%-22113F-HRTimeline
Smithfield Trust Co18,319$990K0.04%+2,84113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV18,294$987K0.26%+7,67213F-HRTimeline
CAPITAL ADVISORS INC/OK18,279$986K0.02%+38813F-HRTimeline
Van Hulzen Asset Management, LLC18,264$985K0.07%+4,24013F-HRTimeline
Carnegie Investment Counsel18,153$979K0.02%-10,00813F-HRTimeline
UNITED BANK18,098$976K0.13%013F-HRTimeline
Blue Trust, Inc.18,093$976K0.01%-4,04113F-HRTimeline
Deseret Mutual Benefit Administrators18,081$975K0.42%+55013F-HRTimeline
Sentry LLC18,068$975K0.27%013F-HRTimeline
Ariadne Wealth Management, LP16,264$974K0.4%+8,19213F-HRTimeline
MEANS INVESTMENT CO., INC.18,044$973K0.08%-3,51013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC18,011$971K0.32%-56913F-HRTimeline
W ADVISORS, LLC17,979$970K0.49%+14813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC17,963$969K0.07%new13F-HRTimeline
Towne Trust Company, N.A17,951$968K0.3%+60013F-HRTimeline
Generali Investments CEE, investicni sp…17,900$966K0.07%013F-HRTimeline
Asset Planning,Inc17,871$964K0.68%-1,39613F-HRTimeline
Volterra Technologies LP17,856$963K0.99%new13F-HRTimeline
Hikari Power Ltd17,820$961K0.08%-12,00013F-HRTimeline
Newman Dignan & Sheerar, Inc.17,804$960K0.2%+39313F-HRTimeline
Reynders McVeigh Capital Management, LLC17,792$960K0.05%+90013F-HRTimeline
Hexagon Capital Partners LLC17,785$959K0.18%+713F-HRTimeline
Everhart Financial Group, Inc.17,777$959K0.09%+3,98213F-HRTimeline
LS Investment Advisors, LLC17,720$956K0.13%+15513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC17,719$956K0.07%-5,55613F-HRTimeline
EVOKE WEALTH, LLC17,645$952K0.02%+11,40513F-HRTimeline
Neumann Capital Management, LLC17,623$951K0.27%013F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.in group SPHERA FUNDS MANAGEMENT LTD.17,500$944K0.2%013F-HRTimelineGroup
Journey Advisory Group, LLC17,641$942K0.08%-21413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC17,447$941K0.34%+2,45513F-HRTimeline
Allegiance Financial Group Advisory Ser…17,419$940K0.2%+11,64913F-HRTimeline
Thomasville National Bank17,416$939K0.06%-59513F-HRTimeline
Probity Advisors, Inc.17,404$939K0.15%+10,38113F-HRTimeline
Curbstone Financial Management Corp17,394$938K0.18%-2,10013F-HRTimeline
Claro Advisors Inc.17,368$937K0.13%+82513F-HRTimeline
BLB&B Advisors, LLC17,317$934K0.04%-1,83413F-HRTimeline
Alliance Private Wealth, LLC16,681$934K0.32%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC15,053$933K0.13%-40613F-HRTimeline
Ledyard National Bank17,296$933K0.08%-35113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…17,229$929K0.31%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP17,152$925K0.01%-5,06013F-HRTimelineGroup
Private Wealth Asset Management, LLC17,080$921K0.1%013F-HRTimeline
WEBSTER BANK, N. A.17,014$918K0.09%-60013F-HRTimeline
Aljian Capital Management, LLC17,008$917K0.18%-1,29313F-HRTimeline
Xcel Wealth Management, LLC16,996$917K0.23%-1,57913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.16,994$917K0.61%-1,31613F-HRTimeline
Net Worth Advisory Group16,849$909K0.18%new13F-HRTimeline
Tweedy, Browne Co LLC16,842$908K0.07%+2,37613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,811$907K0.06%+7,21313F-HR/ATimeline
SMITH, MOORE & CO.16,789$906K0.07%-2,59813F-HRTimeline
Hedges Asset Management LLC16,775$905K0.64%-1,80013F-HRTimeline
BOYAR ASSET MANAGEMENT INC.16,569$894K0.57%-15013F-HRTimeline
Ipswich Investment Management Co., Inc.16,551$893K0.21%013F-HRTimeline
Sky Investment Group LLC16,550$893K0.15%-2,54013F-HRTimeline
Triumph Capital Management16,495$890K0.19%-3,70013F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.16,493$890K0.33%013F-HRTimeline
BANK OF HAWAII16,483$889K0.04%+34013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.16,473$889K0.3%-32813F-HR/ATimeline
Essential Partners LLC16,447$887K0.27%+12,08613F-HRTimeline
WHITE PINE CAPITAL LLC16,435$887K0.24%+64013F-HRTimeline
VAN STRUM & TOWNE INC.16,392$884K0.25%013F-HRTimeline
PATTEN & PATTEN INC/TN16,357$882K0.05%-2,69213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,358$882K0.1%-9,73413F-HR/ATimelineGroup
180 WEALTH ADVISORS, LLC16,270$878K0.1%-16713F-HRTimeline
ZWJ INVESTMENT COUNSEL INC16,264$877K0.03%-22613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.16,243$876K0.45%-40013F-HRTimeline
BigSur Wealth Management LLC16,200$874K0.21%013F-HRTimeline
Three Seasons Wealth, LLC16,165$872K0.08%new13F-HRTimeline
Generali Investments, Management Co LLC16,143$871K0.17%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL16,141$871K0.38%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC16,073$867K0.07%-40913F-HRTimeline
Asset Advisory Group, Inc.16,053$866K0.43%13F-HRTimeline
BridgePort Financial Solutions, LLC16,021$864K0.23%+11,14313F-HRTimeline
China Universal Asset Management Co., L…16,000$863K0.07%+6,00013F-HRTimeline
Range Financial Group LLC15,974$862K0.3%+74713F-HRTimeline
Paragon Capital Management LLC15,923$859K0.44%-1,54313F-HRTimeline
MCF Advisors LLC15,886$857K0.05%+8,40613F-HRTimeline
Insight Inv LLC15,826$854K0.48%-8,77013F-HRTimeline
Palisade Asset Management, LLC15,815$853K0.08%-1,03113F-HRTimeline
Triangle Securities Wealth Management15,779$851K0.18%-32613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGESPRING WEALTH PARTNERS, LLC15,756$850K0.02%+39113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…15,732$849K0.03%013F-HRTimeline
WEALTH EFFECTS LLC15,675$846K0.26%-1,55113F-HRTimeline
Ardent Capital Management, Inc.15,675$846K0.33%013F-HRTimeline
Fruth Investment Management15,680$845K0.23%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC15,606$842K0.14%+7,43513F-HRTimeline
Obermeyer Wealth Partners15,585$841K0.04%+5,50313F-HRTimeline
Integrated Investment Consultants, LLC15,566$840K0.16%+5,67913F-HR/ATimeline
AMG National Trust Bank15,532$838K0.02%-20713F-HRTimeline
Kimelman & Baird, LLC15,525$837K0.06%-5,07213F-HRTimeline