BMY BRISTOL-MYERS SQUIBB CO

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.

Holder	Shares	Value	% of portfolio	Change	Source
Sage Mountain Advisors LLC	7,963	$450K	0.03%	+2,621	13F-HR Timeline
Widmann Financial Services, Inc.	7,956	$450K	0.35%	+370	13F-HR Timeline
TrinityPoint Wealth, LLC	7,948	$450K	0.06%	+1,398	13F-HR Timeline
MKT Advisors LLC	7,978	$449K	0.2%	+829	13F-HR Timeline
Stone Summit Wealth LLC	7,920	$448K	0.15%	-520	13F-HR Timeline
SUTTON PLACE INVESTORS LLC	7,916	$448K	0.26%	+273	13F-HR Timeline
Summit Asset Management, LLC	7,912	$448K	0.08%	0	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	7,885	$446K	0.04%	-119	13F-HR Timeline
Oslo Pensjonsforsikring AS	7,883	$446K	0.06%	+3,232	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	7,851	$444K	0.02%	-300	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	7,856	$444K	0.01%	+79	13F-HR Timeline
Beverly Hills Private Wealth, LLC	7,849	$444K	0.09%	-20	13F-HR Timeline
Soltis Investment Advisors LLC	7,843	$444K	0.04%	+461	13F-HR Timeline
Magnus Financial Group LLC	7,814	$442K	0.04%	+1,727	13F-HR Timeline
Pure Financial Advisors, LLC	7,808	$442K	0.01%	+2,538	13F-HR Timeline
Atala Financial Inc	7,804	$441K	0.31%		13F-HR Timeline
Palacios Wealth Management, LLC	7,816	$440K	0.48%		13F-HR Timeline
Arete Wealth Advisors, LLC	7,746	$438K	0.03%	+2,247	13F-HR Timeline
Benin Management CORP	7,738	$438K	0.12%	-204	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	7,709	$436K	0.08%	+1,490	13F-HR Timeline
Riverbend Wealth Management, LLC	7,692	$436K	0.39%		13F-HR Timeline
LYNCH & ASSOCIATES/IN	7,676	$434K	0.09%	+452	13F-HR Timeline
Arrow Financial Corpin group Arrow Financial Corp	7,668	$434K	0.04%	-1,733	13F-HR Timeline Group
O'ROURKE & COMPANY, Inc	7,661	$433K	0.21%	+158	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	7,659	$433K	0.21%	-900	13F-HR Timeline
Aspire Private Capital, LLC	7,642	$432K	0.11%	+1,504	13F-HR Timeline
Chesapeake Wealth Management	7,620	$431K	0.15%	-840	13F-HR Timeline
JMAC ENTERPRISES LLC	7,616	$431K	0.07%	+237	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	7,604	$430K	0.02%	+1,015	13F-HR Timeline Group
Bryn Mawr Trust Advisors, LLC	7,590	$429K	0.02%	+318	13F-HR/A Timeline
ASPIRIANT, LLC	7,572	$428K	0.02%	-520	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	7,566	$428K	0.06%	-53	13F-HR Timeline
Everhart Financial Group, Inc.	7,565	$428K	0.09%	+1,296	13F-HR Timeline
Prairie Sky Financial Group LLC	7,546	$427K	0.26%	0	13F-HR Timeline
FIRST UNITED BANK & TRUST	7,543	$427K	0.15%	-1,403	13F-HR Timeline
Horst & Graben Wealth Management LLC	7,538	$426K	0.08%	+179	13F-HR Timeline
Madison Asset Management, LLCgroup of 2 filers holding	7,536	$426K		+3,468	Timeline Madison Asset Management, LLC: 3,768 (<0.01%) 13F-HR Madison Investment Advisors, LLC: 3,768 (<0.01%) 13F-HR/A
One Charles Private Wealth Services, LLC	7,511	$425K	0.14%	-264	13F-HR Timeline
Westside Investment Management, Inc.	7,506	$425K	0.09%	+6	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	7,456	$422K	0.22%		13F-HR Timeline
Laurel Wealth Advisors LLC	7,450	$421K	0.07%	+240	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	7,447	$421K	0.01%	new	13F-HR Timeline
FAS Wealth Partners, Inc.	7,441	$421K	0.04%	-6	13F-HR Timeline
Samalin Investment Counsel, LLC	7,425	$420K	0.18%	-1,231	13F-HR Timeline
River Wealth Advisors LLC	7,420	$420K	0.06%	-736	13F-HR Timeline
M.E. ALLISON & CO., INC.	7,410	$419K	0.46%		13F-HR Timeline
Delta Accumulation, LLC	8,100	$419K	2.61%	new	13F-HR Timeline
Parvin Asset Management, LLC	7,400	$419K	0.45%		13F-HR Timeline
Bayforest Capital Ltd	7,381	$417K	0.52%		13F-HR Timeline
Total Wealth Planning & Management, Inc.	7,358	$416K	0.41%		13F-HR Timeline
L.M. KOHN & COMPANY	7,355	$416K	0.11%	-399	13F-HR Timeline
Trace Wealth Advisors, LLC	7,342	$415K	0.37%		13F-HR Timeline
Ausdal Financial Partners, Inc.	7,334	$415K	0.04%	+373	13F-HR Timeline
Valley Brook Capital Group, Inc.	7,320	$414K	0.31%	-150	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	7,311	$413K	0.02%	-2,570	13F-HR Timeline Group
King Wealth Management Group	7,294	$413K	0.06%	+182	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	7,287	$412K	0.31%	+8	13F-HR Timeline
Wallace Advisory Group, LLC	7,963	$412K	0.28%	+1,519	13F-HR Timeline
Traynor Capital Management, Inc.	7,275	$411K	0.03%	+300	13F-HR Timeline
Blue Fin Capital, Inc.	7,274	$411K	0.08%	-32	13F-HR Timeline
Duncan Williams Asset Management, LLC	7,268	$411K	0.16%	+3,219	13F-HR Timeline
Alhambra Investment Management LLC	7,229	$409K	0.21%	-22	13F-HR Timeline
Davis Investment Partners, LLC	7,312	$408K	0.17%	new	13F-HR Timeline
ALBERT D MASON INC	7,213	$408K	0.27%	+41	13F-HR Timeline
NEW SOUTH CAPITAL MANAGEMENT INC	7,189	$407K	0.02%	0	13F-HR Timeline
Horan Securities, Inc.	7,161	$405K	0.15%	+85	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	7,157	$405K	0.02%	+650	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	7,144	$404K	0.24%	0	13F-HR Timeline
Cornerstone Advisory, LLC	7,495	$404K	0.05%	+852	13F-HR Timeline
Ariadne Wealth Management, LP	7,272	$404K	0.18%	+177	13F-HR Timeline
MCF Advisors LLC	7,135	$404K	0.03%	0	13F-HR Timeline
Bank of New Hampshire	7,132	$403K	0.1%	0	13F-HR Timeline
Crescent Sterling, Ltd.	7,066	$400K	0.41%	-109	13F-HR Timeline
CHILDRESS CAPITAL ADVISORS, LLC	7,018	$397K	0.11%	+1,051	13F-HR Timeline
Hickory Point Bank & Trust	7,012	$397K	0.35%		13F-HR Timeline
MCDONALD PARTNERS LLC	7,006	$396K	0.1%	-283	13F-HR Timeline
FIDUCIENT ADVISORS LLC	7,000	$396K	0.05%	+73	13F-HR Timeline
Integrated Quantitative Investments LLC	7,000	$396K	0.2%		13F-HR Timeline
ADVISORS MANAGEMENT GROUP INC /ADV	6,984	$395K	0.09%	-25	13F-HR Timeline
Arax Advisory Partners	6,980	$395K	0.02%	+2,733	13F-HR Timeline
Cross Staff Investments Inc	6,970	$394K	0.27%	-193	13F-HR Timeline
NATURAL INVESTMENTS, LLC	6,956	$393K	0.11%		13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	6,997	$392K	0.04%	+3,030	13F-HR Timeline
Causey Wealth LLC	6,934	$392K	0.23%		13F-HR Timeline
MTM FINANCIAL GROUP, LLC	6,931	$392K	0.23%	0	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	6,912	$391K	0.01%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	6,909	$391K	0.08%	+904	13F-HR Timeline
Fort Sheridan Advisors LLC	6,876	$389K	0.06%	+8	13F-HR Timeline
Kentucky Trust Co	6,875	$389K	0.23%		13F-HR Timeline
Old Mission Investment Co LLC	6,851	$387K	0.12%	-867	13F-HR Timeline
CNB Bank	6,839	$387K	0.18%	-410	13F-HR Timeline
Key Financial Inc	6,839	$387K	0.09%	-131	13F-HR Timeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …	6,828	$386K	0.02%	+4,259	13F-HR Timeline Group
Truvestments Capital LLC	6,802	$385K	0.1%	+581	13F-HR Timeline
Essential Planning, LLC.	6,870	$384K	<0.01%	new	13F-HR Timeline
Annex Advisory Services, LLC	6,796	$384K	0.01%	+384	13F-HR Timeline
AVISO WEALTH MANAGEMENT	6,752	$382K	0.19%	-141	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	6,752	$382K	0.04%	-91	13F-HR Timeline
Alta Advisers Ltdin group Alta Advisers Ltd	6,750	$382K	0.24%	+1,250	13F-HR Timeline Group
Alan B Lancz & Associates, Inc.	6,750	$382K	0.39%	-600	13F-HR Timeline
PDS Planning, Inc	6,736	$381K	0.03%	+1,222	13F-HR Timeline
Vanguard Capital Wealth Advisors	6,725	$380K	0.41%	+125	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Burford Brothers, Inc.	6,720	$380K	0.19%	-78	13F-HR Timeline
West Family Investments, Inc.	6,711	$380K	0.13%	+992	13F-HR Timeline
Wealth Advisory Solutions, LLC	6,708	$379K	0.11%	+284	13F-HR Timeline
Cromwell Holdings LLC	6,705	$379K	0.22%	+10	13F-HR Timeline
Washington Trust Advisors, Inc.	6,700	$379K	0.03%	-589	13F-HR Timeline
Columbia Asset Management	6,690	$378K	0.07%	0	13F-HR Timeline
Smallwood Wealth Investment Management,…	6,680	$378K	0.26%	0	13F-HR Timeline
McLean Asset Management Corp	6,662	$377K	0.11%	+212	13F-HR Timeline
BOSTON RESEARCH & MANAGEMENT INC	6,660	$377K	0.09%	0	13F-HR/A Timeline
CoreFirst Bank & Trust	6,657	$377K	0.22%	-173	13F-HR Timeline
Financial Partners Group, LLC	6,639	$376K	0.16%	+43	13F-HR Timeline
KPP Advisory Services LLC	6,621	$374K	0.09%	-264	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	6,611	$374K	<0.01%	-2,900	13F-HR Timeline Group
INSIGNEO ADVISORY SERVICES, LLC	6,609	$374K	0.04%	-7,455	13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	6,252	$373K	0.14%	0	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	6,591	$373K		new	Timeline Evelyn Partners Investment Manage…: 6,091 (0.01%) 13F-HR Evelyn Partners Investment Manage…: 500 (<0.01%) 13F-HR
Legacy Capital Group California, Inc.	6,568	$371K	0.11%	+7	13F-HR Timeline
Tudor Financial Inc.	6,561	$371K	0.22%	+1,727	13F-HR Timeline
WealthPlan Investment Management, LLC	6,535	$370K	0.04%	+115	13F-HR Timeline
Eagle Bay Advisors LLC	6,518	$369K	0.23%	-199	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	6,513	$368K	0.14%	+416	13F-HR Timeline
RS CRUM INC.	6,512	$368K	0.09%	0	13F-HR Timeline
Hardy Reed LLC	6,505	$368K	0.03%	+70	13F-HR Timeline
Financial Advisors Network, Inc.	6,492	$367K	0.06%		13F-HR Timeline
FDx Advisors, Inc.	6,480	$367K	0.11%	+784	13F-HR Timeline
Impact Capital Partners LLC	6,479	$366K	0.13%		13F-HR Timeline
SCHMIDT P J INVESTMENT MANAGEMENT INC	6,479	$366K	0.06%	-971	13F-HR Timeline
Lewis Asset Management, LLC	6,476	$366K	0.28%	-739	13F-HR Timeline
PETTYJOHN, WOOD & WHITE, INC	6,464	$366K	0.07%	-328	13F-HR Timeline
Keystone Wealth Services, LLC	6,461	$365K	0.1%	+260	13F-HR Timeline
Severin Investments, LLC	6,454	$365K	0.36%		13F-HR Timeline
COZAD ASSET MANAGEMENT INC	6,407	$362K	0.03%	+435	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	6,449	$362K	0.16%	0	13F-HR Timeline
BRAVE ASSET MANAGEMENT INC	6,400	$362K	0.12%	0	13F-HR Timeline
Sunpointe, LLC	6,398	$362K	0.18%	+1,040	13F-HR Timeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…	6,384	$361K	0.03%	-893	13F-HR Timeline
Callan Capital, LLC	6,382	$361K	0.03%	-180	13F-HR Timeline
Ifrah Financial Services, Inc.	6,381	$361K	0.1%	-101	13F-HR Timeline
New England Capital Financial Advisors …	6,376	$361K	0.18%	+11	13F-HR Timeline
Millstone Evans Group, LLC	6,373	$360K	0.25%		13F-HR Timeline
Souders Financial Advisors	6,362	$360K	0.05%	+558	13F-HR Timeline
MFA Wealth Services	6,360	$360K	0.29%		13F-HR Timeline
Almanack Investment Partners, LLC.	6,349	$359K	0.06%	+33	13F-HR Timeline
GHP Investment Advisors, Inc.	6,333	$358K	0.02%	0	13F-HR Timeline
Nilsine Partners, LLC	6,319	$357K	0.04%	new	13F-HR Timeline
Cordgrass Capital Advisors, LLC	6,318	$357K	0.1%	-217	13F-HR Timeline
VeraBank, N.A.	6,308	$357K	0.1%	-191	13F-HR Timeline
Roberts Financial Services LLC	6,300	$356K	0.07%	0	13F-HR Timeline
GRACE & WHITE INC /NY	6,293	$356K	0.07%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	6,287	$356K	0.15%	+6	13F-HR Timeline
First Bancorp, Inc /ME/	6,285	$355K	0.24%	-138	13F-HR Timeline
One Wealth Advisors, LLC	6,279	$355K	0.05%	-12,693	13F-HR Timeline
Aberdeen Wealth Management LLC	6,266	$354K	0.24%	-171	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	6,250	$354K	0.03%	+1,325	13F-HR Timeline
IRONWOOD INVESTMENT MANAGEMENT LLC	6,239	$353K	0.18%	0	13F-HR Timeline
FAGAN ASSOCIATES, INC.	6,227	$352K	0.06%	+500	13F-HR Timeline
Hilton Capital Management, LLC	6,220	$352K	0.03%	0	13F-HR Timeline
Regal Investment Advisors LLC	6,212	$351K	0.03%	-6,386	13F-HR Timeline
WRAPMANAGER INC	6,203	$351K	0.09%	+1,170	13F-HR Timeline
1858 WEALTH MANAGEMENT, LLC	6,200	$351K	0.28%	0	13F-HR Timeline
EARNED WEALTH ADVISORS, LLC	6,186	$350K	0.11%	+1,225	13F-HR Timeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y	6,173	$349K	0.38%	-900	13F-HR Timeline Group
Capital Square, LLC	5,850	$349K	0.2%	+8	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	6,150	$348K	0.03%	-708	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	6,148	$348K	0.03%	+218	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	6,146	$348K	0.08%	-236	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	6,143	$347K	0.03%	-188	13F-HR/A Timeline
Geller Advisors LLC	6,132	$347K	0.02%	+156	13F-HR Timeline
MATHER GROUP, LLC.	6,120	$346K	<0.01%	-830	13F-HR Timeline
Tilson Financial Group, Inc.	6,120	$346K	0.14%	+40	13F-HR Timeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL	6,117	$346K	0.18%	+10	13F-HR/A Timeline Group
REGATTA CAPITAL GROUP, LLC	6,091	$345K	0.07%	0	13F-HR Timeline
WT Wealth Management	6,080	$344K	0.11%	0	13F-HR Timeline
Kiker Wealth Management, LLC	6,074	$344K	0.28%		13F-HR Timeline
Sterneck Capital Management, LLC	6,062	$343K	0.19%	0	13F-HR Timeline
Accurate Wealth Management, LLC	6,140	$343K	0.07%	+1,963	13F-HR Timeline
Astoria Portfolio Advisors LLC.	6,140	$342K	0.12%	-42	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	6,045	$342K	0.13%	+155	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	6,036	$341K	0.03%	-2,062	13F-HR Timeline
WEDGEWOOD INVESTORS INC /PA/	6,030	$341K	0.4%	+15	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	6,028	$341K	0.26%		13F-HR/A Timeline Group
CMG Global Holdings, LLC	5,971	$341K	0.19%	+19	13F-HR Timeline
Venturi Wealth Management, LLC	6,025	$341K	0.02%	+3,127	13F-HR Timeline
IMS Capital Management	6,022	$341K	0.16%	+23	13F-HR Timeline
FSM Wealth Advisors, LLC	6,038	$340K	0.08%	new	13F-HR Timeline
HBW ADVISORY SERVICES LLC	6,014	$340K	0.03%	-177	13F-HR Timeline
Sound Income Strategies, LLC	6,014	$340K	0.02%	+3,244	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	6,013	$340K	0.1%	0	13F-HR Timeline
Clearview Wealth Advisors LLC	6,011	$340K	0.26%	-68	13F-HR Timeline
Wealth Group, Ltd.	6,015	$340K	0.22%	new	13F-HR Timeline
Bedel Financial Consulting, Inc.	5,690	$340K	0.05%	+175	13F-HR Timeline
St. Clair Advisors, LLC	6,000	$339K	0.1%	-4,800	13F-HR Timeline
GOULD ASSET MANAGEMENT LLC /CA/	5,997	$339K	0.07%	-1,173	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	5,995	$339K	0.26%	-55	13F-HR Timeline
Ferguson Shapiro LLC	5,984	$338K	0.13%	+104	13F-HR Timeline
Wealth Architects, LLC	5,965	$337K	0.04%	+302	13F-HR Timeline
WMS Partners, LLC	5,956	$337K	0.02%	-27	13F-HR Timeline
Abacus Planning Group, Inc.	5,944	$336K	0.06%	+20	13F-HR Timeline