Skip to content

BMY BRISTOL-MYERS SQUIBB CO

Follow

COM (common), issuer CIK 14272

2,474 managers (2,529 13F filers) reported a position in BMY shares at 2026-06-30, 1,676,202,510 shares in all. 148 filers opened a position and 158 filers sold out during the quarter.

Managers
2,474
13F filers
2,529
New
148
Added
1,003
Reduced
1,006
Sold out
158
Shares held by filers
1,676,202,510

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Vestmark Advisory Solutions, Inc.15,580$898K0.01%+1,71813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co15,545$896K0.04%-3,01813F-HRTimelineGroup
Kimelman & Baird, LLC15,525$895K0.07%013F-HR/ATimeline
Net Worth Advisory Group15,492$893K0.22%-1,11313F-HRTimeline
Cornerstone Wealth Group, LLC15,440$890K0.05%+25713F-HRTimeline
CAPITAL GROUP INVESTMENT MANAGEMENT PTE…in group CAPITAL GROUP INVESTMENT MANA…15,400$887K0.13%+2,27313F-HRTimelineGroup
Davis Investment Partners, LLC15,381$886K0.27%+1,27113F-HRTimeline
SPINNAKER TRUST15,342$884K0.04%+49413F-HRTimeline
Cladis Investment Advisory, LLC15,300$882K0.41%013F-HRTimeline
Sagewood Asset Management LP15,270$880K0.2%+1,05813F-HRTimeline
Hedges Asset Management LLC15,250$879K0.58%13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,232$878K0.01%-3,21013F-HRTimelineGroup
BigSur Wealth Management LLC15,200$876K0.21%013F-HRTimeline
GARRISON POINT ADVISORS, LLC15,198$876K0.36%-18513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP15,169$874K<0.01%-3,674,66913F-HRTimelineGroup
ASO GROUP Ltd15,116$871K0.37%013F-HRTimeline
Callahan Advisors, LLC15,089$869K0.07%+1,79813F-HRTimeline
Legacy Capital Group California, Inc.15,052$867K0.26%-38613F-HRTimeline
bLong Financial, LLC15,052$867K0.56%+51013F-HRTimeline
Triangle Securities Wealth Management15,015$865K0.17%-78313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Richard W. Paul & Associates, LLC14,980$863K0.26%+10513F-HRTimeline
Almanack Investment Partners, LLC.14,979$863K0.11%new13F-HRTimeline
BridgePort Financial Solutions, LLC14,943$861K0.22%+1,39613F-HRTimeline
MRWM Advisors, LLC14,865$857K0.35%-46113F-HRTimeline
WASHINGTON TRUST Co14,851$856K0.03%-42213F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO14,740$849K0.09%+5,35513F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.14,738$849K0.4%-91213F-HRTimeline
Insight Inv LLC14,711$848K0.4%-56513F-HRTimeline
Commerce Advisors, LLC14,688$846K0.46%+4313F-HRTimeline
AMG National Trust Bank14,664$845K0.02%-2,71113F-HRTimeline
BSW Wealth Partners14,637$843K0.09%+1,24613F-HRTimeline
Sky Investment Group LLC14,631$843K0.13%-1,77013F-HRTimeline
FORA Capital, LLC14,625$842K0.06%new13F-HRTimeline
FSM Wealth Advisors, LLC14,570$839K0.09%+65713F-HRTimeline
Landmark Wealth Management, LLC14,424$831K0.2%013F-HRTimeline
Encompass More Asset Management14,408$830K0.12%new13F-HRTimeline
Pinnacle West Asset Management, Inc.14,400$830K0.57%013F-HRTimeline
Walser Wealth Management Company, A Ltd…14,381$829K0.34%+4,62313F-HRTimeline
Park Edge Advisors, LLC14,381$829K0.18%013F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC14,380$829K0.61%+1,04513F-HRTimeline
BOYAR ASSET MANAGEMENT INC.14,351$827K0.47%-2,18113F-HRTimeline
Cohen Capital Management, Inc.14,350$827K0.11%013F-HRTimeline
Pavion Blue Capital, LLC14,208$819K0.33%013F-HRTimeline
EPG Wealth Management LLC14,133$814K0.2%+8,73713F-HRTimeline
Capstone Capital Management Ltd14,109$813K0.36%+6,72913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC14,082$811K0.14%+3,10813F-HRTimeline
Adams Wealth Management14,065$810K0.16%+2,99813F-HRTimeline
CITY HOLDING CO14,061$810K0.09%-1,20613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC14,057$810K0.16%+30913F-HRTimeline
MERIDIAN MANAGEMENT CO14,037$809K0.18%013F-HRTimeline
Wick Capital Partners, LLC14,034$809K0.12%+1,49813F-HRTimeline
SYM FINANCIAL Corp14,012$807K0.06%-1713F-HRTimeline
TRUST POINT INC.13,912$802K0.07%+4,74813F-HRTimeline
Sylvest Advisors, LLC13,854$798K0.36%+8513F-HRTimeline
MONETARY MANAGEMENT GROUP INC13,850$798K0.16%+1,00013F-HRTimeline
Fortis Capital Advisors, LLC13,795$795K0.09%+1,75313F-HRTimeline
WEALTH EFFECTS LLC13,775$794K0.21%-10013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…13,758$793K0.06%-4413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,687$789K0.01%+2,51313F-HRTimelineGroup
PHYSICIANS FINANCIAL SERVICES, INC.13,692$789K0.2%-15013F-HRTimeline
Wealth Group, Ltd.13,692$789K0.2%+10,23413F-HRTimeline
SeaCrest Wealth Management, LLC13,634$786K0.09%-2,38713F-HRTimeline
Bramshill Investments, LLC13,561$781K0.06%new13F-HRTimeline
Altura Wealth Advisors Inc.13,556$781K0.26%-15713F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…13,539$780K0.3%-17613F-HRTimelineGroup
Anchor Investment Management, LLC13,538$780K0.06%+39413F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC13,525$779K0.38%-3,19013F-HRTimeline
Cornell Pochily Investment Advisors, In…13,451$775K0.21%-23313F-HRTimeline
Penobscot Investment Management Company…13,428$774K0.05%-35013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,420$773K0.01%+1,47913F-HRTimeline
Atlas Brown,Inc.13,373$771K0.21%-10013F-HRTimeline
Advyzon Investment Management, LLC13,335$768K0.06%-2,73513F-HRTimeline
Tortuga Wealth Management, Inc13,228$762K0.58%+46313F-HRTimeline
Welch Group, LLC13,167$759K0.03%+1,07413F-HRTimeline
Manchester Capital Management LLC13,165$759K0.1%-4913F-HRTimeline
CIM INVESTMENT MANAGEMENT INC13,162$758K0.18%-1,23513F-HRTimeline
Legacy Wealth Asset Management, LLC13,139$757K0.17%-813F-HRTimeline
Sovereign Financial Group, Inc.13,116$756K0.12%-42513F-HRTimeline
Supplemental Annuity Collective Trust o…13,098$755K0.19%-68613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,041$751K0.19%-91513F-HRTimeline
Vectors Research Management, LLC13,000$749K0.2%013F-HRTimeline
INVESTMENT HOUSE LLC12,997$749K0.03%-1,00013F-HR/ATimeline
Summit Financial Wealth Advisors, LLC12,990$748K0.1%-6013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC12,974$748K0.12%-59713F-HRTimeline
Arvest Bank Trust Division12,969$747K0.04%-82413F-HRTimeline
E Fund Management Co., Ltd.12,879$742K0.02%-2513F-HRTimeline
Apella Capital, LLC12,792$742K0.01%-1013F-HRTimeline
Monument Capital Management12,867$741K0.15%+3,74213F-HRTimeline
Lantz Financial LLC12,833$739K0.14%+113F-HRTimeline
Cobblestone Asset Management LLC12,772$736K0.31%-2,17413F-HRTimeline
Avidian Wealth Enterprises, LLC12,766$736K0.02%+60613F-HRTimeline
Ariadne Wealth Management, LP12,726$733K0.32%-3,63113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI12,694$731K0.06%013F-HRTimeline
WNY Asset Management, LLC12,655$729K0.07%-36913F-HRTimeline
Leonteq Securities AG12,628$728K0.04%-100,03713F-HRTimeline
Fullerton Fund Management Co Ltd.12,607$726K0.05%+2,53813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC11,956$726K0.28%+5,68713F-HRTimeline
Montecito Bank & Trust12,596$726K0.11%+95013F-HRTimeline
Uncommon Cents Investing LLC12,588$725K0.16%-5513F-HRTimeline
Old North State Trust, LLC12,588$725K0.37%-27813F-HRTimeline
WENDELL DAVID ASSOCIATES INC12,578$725K0.08%-45413F-HRTimeline
Gold Investment Management Ltd.12,542$723K0.2%013F-HRTimeline
Obermeyer Wealth Partners12,532$722K0.03%-3,02113F-HRTimeline
INVESTMENT PARTNERS, LTD.12,497$720K0.23%+3813F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC12,488$720K0.09%-65013F-HRTimeline
BANK OF HAWAII12,468$718K0.04%+56813F-HRTimeline
FAS Wealth Partners, Inc.12,426$716K0.04%+7113F-HRTimeline
Cooper Financial Group12,387$714K0.06%-4,14313F-HRTimeline
Kentucky Trust Co12,378$713K0.34%+90613F-HRTimeline
626 Financial, LLC12,372$713K0.28%-1,88913F-HRTimeline
Nautilus Advisors LLC12,345$711K0.42%+4,68813F-HRTimeline
Axxion S.A.12,332$711K0.05%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12,325$710K0.01%-68313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,304$709K0.19%013F-HRTimeline
Portfolio Design Labs, LLC12,294$708K0.12%+5213F-HRTimeline
Old North State Wealth Management, LLC12,246$707K0.3%-84613F-HRTimeline
Simplicity Wealth,LLC12,229$705K0.02%+72513F-HRTimeline
SFE Investment Counsel12,212$704K0.1%013F-HRTimeline
DAVIDSON TRUST CO12,206$703K0.27%+6513F-HRTimeline
O'ROURKE & COMPANY, Inc12,201$703K0.25%+57313F-HRTimeline
TSP Capital Management Group, LLC12,175$702K0.17%new13F-HRTimeline
Prudent Man Advisors, LLC12,088$697K0.16%+1,37513F-HRTimeline
Central Pacific Bank - Trust Division12,054$695K0.07%-93013F-HRTimeline
NAVELLIER & ASSOCIATES INC12,051$694K0.06%+4,15113F-HRTimeline
WATERS PARKERSON & CO., LLC12,037$694K0.03%-57513F-HRTimeline
Bank Pictet & Cie (Europe) AG12,000$691K0.01%013F-HRTimeline
CV Advisors LLC12,000$691K0.13%new13F-HRTimeline
Lewis Asset Management, LLC11,994$691K0.24%+44313F-HRTimeline
Clear Harbor Asset Management, LLC11,971$690K0.04%-17,04213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC11,961$689K0.1%-9113F-HRTimeline
Pettee Investors, Inc.11,954$689K0.34%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,930$688K0.02%-30813F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC11,934$688K0.09%-4,87513F-HR/ATimeline
AMERIFLEX GROUP, INC.11,913$686K0.28%-7613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC11,898$686K0.18%+8413F-HRTimeline
Bill Few Associates, Inc.11,876$684K0.15%+2,24513F-HRTimeline
3Chopt Investment Partners, LLC11,859$683K0.13%new13F-HRTimeline
Alteri Wealth LLC11,855$683K0.19%+1,18613F-HRTimeline
MONECO ADVISORS, LLC11,852$683K0.04%-2,54513F-HRTimeline
RHS Financial, LLC11,816$681K0.27%-62213F-HRTimeline
Waldron Private Wealth LLC11,814$681K0.02%-76613F-HRTimeline
KRS Capital Management, LLC11,808$680K0.32%+413F-HRTimeline
Indiana Trust & Investment Management Co11,769$678K0.19%-20013F-HRTimeline
Deseret Mutual Benefit Administrators11,752$677K0.22%-2,21613F-HRTimeline
Steadtrust LLC11,732$676K0.34%013F-HRTimeline
ATWOOD & PALMER INC11,728$676K0.04%-2313F-HRTimeline
PARK CIRCLE Co11,700$674K0.59%013F-HRTimeline
Argos Wealth Advisors, LLC11,693$674K0.18%+9313F-HRTimeline
Indivisible Partners11,646$671K0.04%+1,19513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC11,645$671K0.01%-1,10413F-HRTimeline
SlateStone Wealth, LLC11,624$670K0.05%-7913F-HRTimeline
Apriem Advisors11,584$667K0.06%+213F-HRTimeline
Cove Private Wealth, LLC11,575$667K0.13%013F-HRTimeline
Oslo Pensjonsforsikring AS11,556$666K0.08%013F-HRTimeline
Michels Family Financial, LLC11,553$666K0.43%+63513F-HRTimeline
Second Half Financial Partners, LLC11,545$665K0.27%+1,74413F-HRTimeline
Sovran Advisors, LLC10,409$662K0.05%+1,68513F-HRTimeline
CHRISTINE MESSMER PC11,461$660K0.37%+1,63313F-HRTimeline
Smith Salley Wealth Management11,437$659K0.03%+88813F-HRTimeline
Plan Group Financial, LLC11,399$657K0.14%+1,39013F-HRTimeline
Richwood Investment Advisors, LLC11,312$652K0.46%+71513F-HRTimeline
Aspire Capital Advisors LLC11,306$651K0.13%+11913F-HRTimeline
RMR Wealth Builders11,291$651K0.04%+3,90013F-HRTimeline
American Alpha Advisors, LLC11,283$650K0.38%+1513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,261$649K-559Timeline
Chicago Capital, LLC11,250$648K0.02%013F-HRTimeline
Capstone Financial Advisors, Inc.11,182$644K0.03%-1,25013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,064$637K0.02%-8,43013F-HRTimeline
Ausdal Financial Partners, Inc.11,002$634K0.02%-9,23513F-HRTimeline
Principle Wealth Partners LLC11,000$634K0.03%-1,48513F-HRTimeline
Athena Investment Management10,950$631K0.37%-4,16513F-HRTimeline
First Nebraska Trust Co10,907$628K0.05%013F-HRTimeline
Retirement Planning Co of New England, …10,883$627K0.23%-64113F-HRTimeline
Ipsen Advisor Group LLC10,857$626K0.4%-27413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.10,844$625K0.07%-6,88513F-HR/ATimeline
GRANDFIELD & DODD, LLC10,826$624K0.03%013F-HRTimeline
Cardinal Point Capital Management ULC10,818$623K0.04%+5513F-HRTimeline
Wealth Advisory Solutions, LLC10,798$622K0.13%-15513F-HRTimeline
Aries Wealth Management10,794$622K0.12%-913F-HRTimeline
Winning Points Advisors, LLC10,778$621K0.82%013F-HRTimeline
YHB Investment Advisors, Inc.10,753$620K0.04%-30013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC10,747$619K0.21%+48613F-HRTimeline
WealthPlan Investment Management, LLC10,745$619K0.03%+25013F-HRTimeline
Yanni & Associates Investment Advisors,…10,729$618K0.57%-17113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…10,634$613K0.02%+2213F-HRTimelineGroup
STONERIDGE INVESTMENT PARTNERS LLC9,346$610K0.4%new13F-HRTimeline
Unique Wealth Strategies, LLC10,582$610K0.22%new13F-HRTimeline
Krane Funds Advisors LLC10,571$609K0.02%+1,04013F-HRTimeline
Symphony Financial, Ltd. Co.10,467$609K0.07%-3,29913F-HRTimeline
Stonebrook Private Inc.10,555$608K0.11%+613F-HRTimeline
VESTOR CAPITAL, LLC2,798$606K0.04%-171,45913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC10,507$605K0.03%-20513F-HRTimeline
Fulton Bank, N.A.10,505$605K0.02%+1,81113F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…10,500$605K0.24%+3,50013F-HRTimelineGroup
West Family Investments, Inc.10,464$603K0.17%+6,93613F-HRTimeline
BEACON INVESTMENT ADVISORS LLC10,447$602K0.19%-113F-HRTimeline
OAKWORTH CAPITAL, INC.10,513$599K0.03%-13313F-HRTimeline
Lansing Street Advisors10,355$597K0.13%-12313F-HRTimeline
Quotient Wealth Partners, LLC10,296$593K0.01%+9713F-HRTimeline
Pettinga Financial Advisors LLC10,279$592K0.09%-60213F-HRTimeline