Skip to content
Disclosery

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
Verdad Advisers, LP10,263$591K0.57%new13F-HRTimeline
FOCUSED ALPHA, LLC10,253$591K0.15%+1,88213F-HRTimeline
Baldwin Investment Management, LLC10,244$590K0.06%+1,84413F-HRTimeline
Traub Capital Management LLC10,228$589K0.53%013F-HRTimeline
Westmount Partners, LLC10,185$587K0.13%-18213F-HRTimeline
Hartford Financial Management Inc.10,183$587K0.13%-81913F-HRTimeline
Farmers National Bank10,167$586K0.12%-29513F-HRTimeline
Bright Futures Wealth Management, LLC.10,163$586K0.38%new13F-HRTimeline
Biltmore Family Office, LLC10,147$585K0.08%013F-HRTimeline
TOWER TRUST & INVESTMENT Co10,147$585K0.35%+15413F-HRTimeline
Broderick Brian C10,117$583K0.09%013F-HRTimeline
GeoWealth Management, LLC10,113$583K0.02%-7,73713F-HRTimeline
Grant Private Wealth Management Inc10,096$582K0.25%+1,27313F-HRTimeline
Wolff Financial Management LLC10,050$579K0.12%013F-HRTimeline
Fulcrum Asset Management LLP9,865$578K0.06%-2,11413F-HRTimeline
Aurdan Capital Management, LLC10,022$577K0.15%-1813F-HRTimeline
Fire Capital Management LLC10,020$577K0.24%new13F-HRTimeline
ABNER HERRMAN & BROCK LLC10,000$576K0.05%013F-HRTimeline
BAXTER BROS INC9,965$574K0.07%013F-HRTimeline
COOKSON PEIRCE & CO INC9,943$573K0.02%+42413F-HRTimeline
New Hampshire Trust9,927$572K0.11%013F-HRTimeline
LeClair Wealth Partners LLC9,922$572K0.3%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC9,917$571K0.03%-1,59913F-HRTimeline
Aventura Private Wealth, LLC9,911$571K0.18%-3,23013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management9,893$570K0.07%-313F-HRTimelineGroup
Waterloo Capital, L.P.9,856$568K0.03%-11013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…9,829$566K0.03%+47913F-HRTimeline
Xcel Wealth Management, LLC9,821$566K0.14%-2,62913F-HRTimeline
Pacific Point Advisors, LLC9,802$565K0.26%-1513F-HRTimeline
Benin Management CORP9,790$564K0.11%-27313F-HRTimeline
J. Derek Lewis & Associates Inc.9,773$563K0.11%-63813F-HRTimeline
Richmond Brothers, Inc.9,762$562K0.29%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.9,754$562K0.22%+8413F-HRTimeline
Avail Investment Partners, LLC9,746$562K0.43%+37113F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…9,731$561K0.05%-46313F-HRTimeline
TRUE Private Wealth Advisors9,727$560K0.05%-35613F-HRTimeline
Root Financial Partners, LLC9,675$557K0.02%+2,29613F-HRTimeline
Fort Sheridan Advisors LLC9,601$553K0.06%-5,26913F-HRTimeline
Cohen Investment Advisors LLC9,581$552K0.25%+6913F-HRTimeline
Cambria Investment Management, L.P.9,573$552K0.03%+1,80913F-HRTimeline
FORBES J M & CO LLP9,548$550K0.04%+7613F-HRTimeline
Seelaus Asset Management LLC9,530$549K0.39%+2,25913F-HRTimeline
Ballast Rock Private Wealth LLC9,527$549K0.25%+45313F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …9,525$549K0.03%+85013F-HRTimelineGroup
Formidable Asset Management, LLC9,040$548K0.09%+313F-HRTimeline
Estabrook Capital Management9,515$548K0.07%-4813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,503$548K0.02%+3,58813F-HRTimelineGroup
PRAIRIE ADVISORY, LLC9,502$548K0.13%13F-HRTimeline
CFS Investment Advisory Services, LLC9,415$547K0.04%-8813F-HRTimeline
HORAN Wealth, LLC9,491$547K0.07%-8,96513F-HR/ATimeline
JACKSON SQUARE CAPITAL, LLC9,490$547K0.08%-51,82013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.9,482$546K0.01%+26113F-HRTimelineGroup
Prosperity Consulting Group, LLC9,475$546K0.02%+1,71813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/9,469$546K0.18%-1,00013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC9,461$545K0.04%+13313F-HRTimelineGroup
Estate Planners Group, LLC9,446$544K0.25%+3,27213F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS9,195$542K0.15%013F-HRTimeline
Range Advisory, LLC9,409$542K0.06%+3,62313F-HRTimeline
UNION SAVINGS BANK9,389$541K0.22%-16113F-HRTimeline
Investment Partners Asset Management, I…9,337$538K0.3%+4013F-HRTimeline
Ironwood Financial, llc9,054$537K0.08%-7513F-HRTimeline
Aster Capital Management (DIFC) Ltd9,310$536K0.11%new13F-HR/ATimeline
CVA Family Office, LLC9,306$536K0.05%-56313F-HRTimeline
SageView Advisory Group, LLC9,232$532K0.02%+34213F-HRTimeline
Founders Financial Alliance, LLC9,222$531K0.07%+7713F-HRTimeline
Aull & Monroe Investment Management Corp9,214$531K0.22%+34313F-HRTimeline
LEIGH BALDWIN & CO., LLC9,200$530K0.29%+2213F-HRTimeline
MASTERINVEST Kapitalanlage GmbH9,194$530K0.05%+9713F-HRTimeline
Keel Point, LLC9,176$529K0.03%+1,43813F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE9,159$528K0.11%+2,80013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC9,151$527K0.13%+33413F-HRTimeline
Field & Main Bank9,151$527K0.11%-39513F-HR/ATimeline
Flatrock Wealth Partners LLC9,150$527K0.21%-48413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,134$526K0.03%+15113F-HRTimeline
Financial Engines Advisors L.L.C.9,130$526K<0.01%new13F-HRTimeline
Vanguard Capital Wealth Advisors9,127$526K0.36%+20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDUCIENT ADVISORS LLC9,085$523K0.07%new13F-HRTimeline
Tamar Securities, LLC9,082$523K0.05%+2,00013F-HRTimeline
Bison Wealth, LLC9,226$523K0.05%-25613F-HRTimeline
Expressive Wealth LLC9,042$521K0.49%-3313F-HRTimeline
Abbot Financial Management, Inc.9,041$521K0.19%+23113F-HRTimeline
Blackstone Inc.in group Blackstone Inc.9,039$521K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
OPINICUS CAPITAL, INC.9,025$520K0.28%-3,82513F-HRTimeline
K.J. Harrison & Partners Inc9,017$520K0.07%new13F-HRTimeline
Carmignac Gestion9,014$519K0.01%new13F-HRTimeline
Dynamic Technology Lab Private Ltd8,985$518K0.12%new13F-HRTimeline
Cornerstone Capital, Inc.8,985$518K0.05%013F-HRTimeline
Syverson Strege & Co8,978$517K0.11%+3,36513F-HRTimeline
LCM Capital Management Inc8,930$515K0.23%+4513F-HRTimeline
Larry Mathis Financial Planning, LLC8,897$513K0.39%+70213F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC8,894$512K0.05%-93613F-HRTimeline
BBR PARTNERS, LLC8,889$512K0.02%-113F-HRTimeline
EVERPAR ADVISORS LLC8,874$511K0.15%-70013F-HRTimeline
Southern Financial Group, LLC8,834$509K0.13%+16713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC8,833$509K0.26%-34813F-HRTimeline
Fiduciary Alliance LLC8,832$509K0.03%+1813F-HRTimeline
SIG BROKERAGE, LP8,817$508K0.08%new13F-HRTimeline
OceanIQ Capital, LLC7,970$507K0.31%13F-HRTimeline
Catalyst Funds Management Pty Ltd8,782$506K0.03%-33,30013F-HRTimeline
Acorn Wealth Advisors, LLC8,764$505K0.12%+1913F-HRTimeline
Checchi Capital Advisers, LLC8,749$504K0.03%-2,12013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,742$504K0.01%+49013F-HRTimeline
HighPoint Advisor Group LLC8,741$504K0.02%-2,63813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT8,718$502K<0.01%+1,64413F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,705$501K0.17%-9613F-HRTimeline
Hardy Reed LLC8,689$501K0.03%+34313F-HRTimeline
Allegheny Financial Group8,665$499K0.05%-2913F-HRTimeline
Powell Investment Advisors, LLC8,653$499K0.16%013F-HRTimeline
Ellevest, Inc.8,540$498K0.06%+3913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK8,643$498K0.04%13F-HRTimeline
FIRST FINANCIAL CORP /IN/8,635$498K0.17%013F-HRTimeline
Investors Research Corp8,628$497K0.09%-15613F-HRTimeline
Walker Asset Management, LLC8,616$496K0.25%+9413F-HRTimeline
Evansbrook LLC8,612$496K0.3%013F-HRTimeline
Beaumont Financial Advisors, LLC8,606$496K0.03%-9613F-HRTimeline
Keystone Financial Group8,578$494K0.03%+1,04813F-HRTimeline
Basepoint Wealth LLC8,570$494K0.28%+5,92213F-HRTimeline
Wealth Dimensions Group, Ltd.8,551$493K0.09%-13313F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …8,547$492K0.02%-1,32313F-HRTimelineGroup
SUMMITRY LLC8,531$492K0.02%+95713F-HRTimeline
Platt Investment Counsel, LLC8,525$491K0.33%new13F-HRTimeline
SPROTT INC.8,515$491K0.02%new13F-HRTimeline
Van Cleef Asset Management,Inc8,494$489K0.05%-44313F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,457$487K<0.01%-5013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,455$487K0.03%+10113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,443$486K0.19%+10113F-HRTimeline
Cassaday & Co Wealth Management LLC8,439$486K0.01%-14013F-HRTimeline
City State Bank8,431$486K0.11%+34513F-HRTimeline
Defiance ETFs, LLC8,698$485K0.01%+1,97213F-HRTimeline
Commonwealth Financial Services, LLC8,424$485K0.07%-14613F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,419$485K0.01%-19513F-HRTimeline
D'Orazio & Associates, Inc.8,406$484K0.06%+1,63813F-HRTimeline
Kassira Wealth Management LLC8,398$484K0.39%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,368$482K0.03%-5013F-HRTimeline
Secure Asset Management, LLC8,353$481K0.07%-1,64313F-HRTimeline
Harold Davidson & Associates Inc.8,350$481K0.21%-1,75113F-HRTimeline
Tradewinds, LLC.3,205$480K0.11%-2,29913F-HRTimeline
Facet Wealth, Inc.8,331$480K0.01%+1,91313F-HRTimeline
MARATHON CAPITAL MANAGEMENT8,325$480K0.1%+113F-HRTimeline
M.E. ALLISON & CO., INC.8,318$479K0.28%-49813F-HRTimeline
Triad Wealth Partners, LLC7,310$479K0.03%+1,71513F-HRTimeline
MBL Wealth, LLC8,305$479K0.03%-1,43413F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC8,286$477K0.27%013F-HRTimeline
NorthRock Partners, LLC8,260$476K0.01%+98413F-HRTimeline
Accurate Wealth Management, LLC8,259$476K0.05%+1,37113F-HRTimeline
L. Roy Papp & Associates, LLP8,252$475K0.05%013F-HRTimeline
STANCE CAPITAL LLC8,240$475K0.14%-75,95713F-HRTimeline
Innova Wealth Partners8,239$475K0.2%+1,12613F-HRTimeline
BANK OZK8,232$474K0.14%+5913F-HRTimeline
Van Diest Capital, LLC8,230$474K0.42%+2,42213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.8,219$474K0.06%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.8,217$473K0.13%013F-HRTimeline
Texas Bank & Trust Co8,135$469K0.15%-30013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC8,131$468K0.06%+1,40513F-HRTimeline
Onyx Bridge Wealth Group LLC8,126$468K0.04%-2913F-HRTimeline
IMA Advisory Services, Inc.8,115$468K0.03%+1,24113F-HRTimeline
Nordwand Advisors, LLC8,100$467K0.07%+10013F-HRTimeline
Bath Savings Trust Co8,080$466K0.05%013F-HRTimeline
Legacy Advisors, LLC8,051$464K0.04%+72213F-HRTimeline
Texas Yale Capital Corp.8,050$464K0.01%013F-HRTimeline
STEPH & CO8,045$464K0.12%+69213F-HRTimeline
Armstrong, Fleming & Moore, Inc8,015$462K0.15%-1,00013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,007$461K0.19%013F-HRTimeline
National Wealth Management Group, LLC8,007$461K0.14%+27513F-HRTimeline
Heritage Trust Co8,006$461K0.04%+1,46113F-HRTimeline
Norway Savings Bank7,993$461K0.19%-5313F-HRTimeline
Bridgewater Advisors Inc.7,286$461K0.03%-213F-HRTimeline
Tradition Wealth Management, LLC7,989$460K0.03%+1,15613F-HRTimeline
Denver PWM, LLC7,211$460K0.15%+81113F-HRTimeline
Crewe Advisors LLC7,950$458K0.03%+13513F-HRTimeline
Live Oak Investment Partners7,945$458K0.25%-1,50413F-HRTimeline
Key Financial Inc7,939$457K0.07%013F-HRTimeline
Accredited Investors Inc.7,916$456K0.02%-6,85313F-HRTimeline
Westshore Wealth, LLC7,885$454K0.14%+2513F-HRTimeline
Widmann Financial Services, Inc.7,881$454K0.24%-1,08513F-HRTimeline
SUMITOMO LIFE INSURANCE CO7,851$452K0.01%-24213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,846$452K0.05%+21513F-HRTimeline
Retirement Planning Group, LLC7,841$452K0.01%+1,34413F-HRTimeline
Warner Group LLC7,836$452K0.11%+3,91813F-HRTimeline
Signal Advisors Wealth, LLC7,813$450K0.02%-3913F-HRTimeline
Occidental Asset Management, LLC7,807$450K0.04%-42313F-HRTimeline
True Wealth Design, LLC7,785$449K0.11%+16513F-HRTimeline
Independence Bank of Kentucky7,756$447K0.05%-1,00013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd7,750$447K0.1%013F-HRTimelineGroup
EVERETT HARRIS & CO /CA/7,723$445K0.01%013F-HRTimeline
Heritage Wealth Management, Inc.7,708$444K0.11%new13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…7,683$443K0.18%+68213F-HRTimelineGroup
Legacy Private Trust Co.7,655$441K0.02%-57013F-HRTimeline
KINTRA WEALTH, LLC6,821$441K0.02%+1,52913F-HRTimeline
Venturi Wealth Management, LLC7,650$441K0.02%+1,57813F-HRTimeline
NATURAL INVESTMENTS, LLC7,650$440K0.1%-24213F-HRTimeline
Engineers Gate Manager LP7,620$439K0.01%-19,52813F-HRTimeline
AlphaGrep UK Ltd7,606$438K0.13%new13F-HRTimeline
Atala Financial Inc7,592$437K0.27%013F-HRTimeline
Arista Wealth Management, LLC7,585$437K0.05%+413F-HRTimeline
Focused Wealth Management, Inc7,585$437K0.04%+2,14213F-HRTimeline
CHILTON INVESTMENT CO INC.7,562$436K0.01%013F-HRTimeline
LAWOOD & CO7,561$436K0.3%-46413F-HRTimeline
MCDANIEL TERRY & CO7,519$433K0.03%-80013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,517$433K-9,741Timeline