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Disclosery

BMY BRISTOL-MYERS SQUIBB CO

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COM (common), issuer CIK 14272

2,253 managers (2,301 13F filers) reported a position in BMY shares at 2025-06-30, 1,644,457,806 shares in all. 124 filers opened a position and 309 filers sold out during the quarter.

Managers
2,253
13F filers
2,301
New
124
Added
825
Reduced
1,035
Sold out
309
Shares held by filers
1,644,457,806

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CoreFirst Bank & Trust7,267$336K0.19%+61013F-HRTimeline
King Wealth Management Group7,256$336K0.05%+5713F-HRTimeline
Caliber Wealth Management, LLC / KS7,257$336K0.04%+3,54913F-HRTimeline
Chesapeake Wealth Management7,250$336K0.11%-27513F-HRTimeline
FAS Wealth Partners, Inc.7,234$335K0.02%+10213F-HRTimeline
Blue Fin Capital, Inc.7,213$334K0.06%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC7,212$334K0.01%+30013F-HRTimeline
BSW Wealth Partners7,210$334K0.05%-1,13013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,207$334K0.13%+1113F-HRTimeline
Ausdal Financial Partners, Inc.7,206$334K0.02%-1,84113F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC7,189$333K0.02%013F-HRTimeline
Tweedy, Browne Co LLC7,184$333K0.03%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC7,182$332K0.07%new13F-HRTimelineGroup
Kapstone Financial Advisors LLC7,171$332K0.17%-30213F-HRTimeline
Symphony Financial, Ltd. Co.6,803$332K0.04%new13F-HR/ATimeline
Duncan Williams Asset Management, LLC7,157$331K0.1%-11313F-HR/ATimeline
Accurate Wealth Management, LLC6,828$331K0.05%+50513F-HRTimeline
NATURAL INVESTMENTS, LLC7,154$331K0.09%+20313F-HRTimeline
Laurel Wealth Advisors LLC7,150$331K0.05%-30013F-HR/ATimeline
FIDUCIENT ADVISORS LLC7,147$331K0.04%-3,91413F-HRTimeline
Inscription Capital, LLC7,146$331K0.05%-2,93413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC7,128$330K0.04%+2,30813F-HRTimeline
Ariadne Wealth Management, LP6,872$329K0.16%+1,85813F-HRTimeline
Apexium Financial, LP7,099$329K0.02%-1,95913F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC7,093$328K0.01%+30113F-HRTimelineGroup
BCS Wealth Management7,056$327K0.07%+1,23013F-HRTimeline
Asset Dedication, LLC7,053$326K0.02%+44113F-HRTimeline
Bank of New Hampshire7,042$326K0.08%-25513F-HRTimeline
One Charles Private Wealth Services, LLC7,033$326K0.09%-14213F-HRTimeline
ALBERT D MASON INC7,023$325K0.24%+6013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV7,010$324K0.06%+2513F-HRTimeline
Commonwealth Financial Services, LLC6,999$324K0.06%-7313F-HRTimeline
Fort Point Capital Partners LLC6,985$323K0.03%-56613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC6,980$323K0.02%-90013F-HRTimeline
SCS Capital Management LLC6,971$323K<0.01%-1,08713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC6,937$321K0.27%13F-HRTimeline
Denver PWM, LLC6,900$319K0.1%+75013F-HRTimeline
Cross Staff Investments Inc6,888$319K0.24%-9013F-HRTimeline
Valmark Advisers, Inc.6,887$319K<0.01%+2,65013F-HRTimeline
MCDONALD PARTNERS LLC6,873$318K0.08%013F-HRTimeline
Causey Wealth LLC6,855$317K0.16%-7913F-HRTimeline
RiverFront Investment Group, LLC6,853$317K0.01%+1,65013F-HRTimeline
Empower Advisory Group, LLC6,840$317K<0.01%-1,52813F-HRTimeline
Wealth Advisory Solutions, LLC6,823$316K0.08%+10013F-HRTimeline
Bridgewater Advisors Inc.6,738$316K0.02%-1,23013F-HRTimeline
Valley Brook Capital Group, Inc.6,820$316K0.24%013F-HRTimeline
Keystone Financial Group6,804$315K0.03%+1,75113F-HRTimeline
L.M. KOHN & COMPANY6,771$313K0.08%-59413F-HRTimeline
MBA Advisors LLC6,766$313K0.14%+77613F-HRTimeline
Alan B Lancz & Associates, Inc.6,750$312K0.31%013F-HRTimeline
Burford Brothers, Inc.6,731$312K0.14%+513F-HRTimeline
JGP Global Gestao de Recursos Ltda.6,716$311K0.15%-1813F-HRTimeline
WILKINS INVESTMENT COUNSEL INC6,700$310K0.04%013F-HRTimeline
Hardy Reed LLC6,689$310K0.02%+6113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.7,144$309K0.17%013F-HRTimeline
Cottage Street Advisors LLC6,664$308K0.16%-1,03213F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC6,660$308K0.07%013F-HR/ATimeline
Summit Asset Management, LLC6,660$308K0.05%-3,03513F-HRTimeline
Cromwell Holdings LLC6,656$308K0.19%-4913F-HRTimeline
NWF Advisory Services Inc.6,641$307K0.04%+10213F-HRTimeline
River Wealth Advisors LLC6,626$307K0.04%-78213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp6,619$306K0.03%-1,02513F-HRTimelineGroup
VeraBank, N.A.6,608$306K0.06%+27113F-HRTimeline
Smallwood Wealth Investment Management,…6,574$304K0.17%-10813F-HRTimeline
Eaton Financial Holdings Company, LLC6,571$304K0.09%new13F-HRTimeline
RS CRUM INC.6,570$304K0.07%013F-HRTimeline
WADDELL & ASSOCIATES, LLC6,548$303K0.03%+2,45613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,534$302K0.11%+1413F-HRTimeline
COZAD ASSET MANAGEMENT INC6,532$302K0.03%+17513F-HR/ATimeline
Crews Bank & Trust6,526$302K0.05%+1,13513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding6,522$302K-107,550Timeline
McLean Asset Management Corp6,331$302K0.08%-18013F-HRTimeline
EHP Funds Inc.6,500$301K0.35%new13F-HRTimeline
Tudor Financial Inc.6,499$301K0.17%-45813F-HRTimeline
KPP Advisory Services LLC6,494$301K0.05%-8413F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,487$300K0.02%-164,24513F-HRTimeline
Zhang Financial LLC6,480$300K0.01%+8513F-HRTimeline
Eagle Bay Advisors LLC6,475$300K0.25%-1113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …6,454$299K0.02%-42013F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT6,450$299K0.02%-99,49613F-HRTimeline
Berger Financial Group, Inc6,437$298K0.02%-1,29313F-HRTimeline
Impact Capital Partners LLC6,432$298K0.1%-12413F-HRTimeline
REXFORD CAPITAL INC6,431$298K0.25%13F-HRTimeline
MTM FINANCIAL GROUP, LLC6,429$298K0.16%013F-HRTimeline
Vestmark Advisory Solutions, Inc.6,420$297K<0.01%-7,35113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,402$296K0.05%-2,83113F-HRTimeline
WNY Asset Management, LLC6,395$296K0.03%+27213F-HRTimeline
Lifeworks Advisors, LLC6,393$296K0.04%-7,13013F-HRTimeline
Strategic Advisors LLC6,392$296K0.06%+213F-HRTimeline
Crescent Sterling, Ltd.6,359$294K0.33%-70713F-HRTimeline
Keystone Wealth Services, LLC6,351$294K0.07%+513F-HRTimeline
Millstone Evans Group, LLC6,351$294K0.2%+3313F-HRTimeline
MFA Wealth Services6,346$294K0.22%+2413F-HRTimeline
Ifrah Financial Services, Inc.6,313$292K0.08%+9113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,303$292K0.02%-51313F-HR/ATimeline
Parcion Private Wealth LLC6,303$292K0.02%+34513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,294$291K0.02%-12013F-HRTimeline
GRACE & WHITE INC /NY6,293$291K0.05%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC6,185$291K0.16%013F-HRTimeline
Sovran Advisors, LLC6,185$291K0.03%-65413F-HRTimeline
BARRETT & COMPANY, INC.6,279$291K0.11%+613F-HRTimeline
Aberdeen Wealth Management LLC6,266$290K0.19%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,235$289K<0.01%-6,08213F-HRTimelineGroup
First Bancorp, Inc /ME/6,221$288K0.17%-6413F-HRTimeline
Hilton Capital Management, LLC6,220$288K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC6,202$287K0.08%-11613F-HRTimeline
1858 WEALTH MANAGEMENT, LLC6,200$287K0.21%-22113F-HRTimeline
New England Capital Financial Advisors …6,200$287K0.13%+1313F-HRTimeline
Samalin Investment Counsel, LLC6,198$287K0.11%-1,01013F-HRTimeline
Tilson Financial Group, Inc.6,186$286K0.11%+6213F-HRTimeline
Wealth Architects, LLC6,177$286K0.03%+14613F-HRTimeline
Cornerstone Advisory, LLC6,167$285K0.03%-1,51013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,163$285K0.06%-2,69913F-HRTimeline
Key Financial Inc6,153$285K0.06%-13613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC6,151$285K0.2%-1,60313F-HRTimeline
Signet Investment Advisory Group, Inc.6,148$285K0.15%-7613F-HRTimeline
CNB Bank6,141$284K0.13%-15013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,179$284K0.1%013F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL6,117$283K0.18%013F-HRTimelineGroup
CASCADE INVESTMENT GROUP, INC.6,114$283K0.2%+40013F-HRTimeline
SAX WEALTH ADVISORS, LLC6,101$282K0.02%-24213F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd6,091$282K0.01%013F-HR/ATimelineGroup
Columbia Asset Management6,090$282K0.06%-60013F-HRTimeline
WT Wealth Management6,080$281K0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,063$281K0.07%013F-HRTimeline
Caitong International Asset Management …6,060$281K0.2%+6,02713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,054$280K0.02%-25613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,047$280K0.02%-64313F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC6,047$280K0.14%-19213F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,028$279K0.2%013F-HRTimelineGroup
Capital Square, LLC5,944$279K0.15%+5013F-HRTimeline
MUFG Securities EMEA plc6,014$278K0.01%new13F-HR/ATimeline
Naviter Wealth, LLC6,014$278K0.03%-30113F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC6,010$278K0.05%+2,00013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,000$278K<0.01%new13F-HRTimelineGroup
MCINTYRE FREEDMAN & FLYNN INVESTMENT AD…6,000$278K0.2%+1,00013F-HRTimeline
SANDERS MORRIS HARRIS LLC6,000$278K0.07%-12,10713F-HRTimeline
St. Clair Advisors, LLC6,000$278K0.07%013F-HRTimeline
Empire Financial Management Company, LLC5,990$277K0.08%+5013F-HRTimeline
Orange Investment Advisors, Inc.5,989$277K0.03%-4,22013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,003$277K0.11%-42513F-HRTimeline
Abacus Planning Group, Inc.5,977$277K0.04%-4213F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,958$276K0.04%-16,37313F-HRTimeline
Regal Investment Advisors LLC5,956$276K0.02%-22913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,946$275K0.06%013F-HRTimeline
Vanguard Capital Wealth Advisors5,926$274K0.27%+1,00113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEDGEWOOD INVESTORS INC /PA/5,905$273K0.31%-2513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,904$273K0.17%+17713F-HRTimeline
JNBA Financial Advisors5,900$273K0.03%-17913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,894$273K0.1%-1,06213F-HRTimeline
Ferguson Shapiro LLC5,887$273K0.09%-10613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,879$272K0.04%+17313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,846$271K0.01%-3,28813F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC5,835$270K0.08%+26913F-HRTimeline
Westside Investment Management, Inc.5,811$270K0.05%-1,90013F-HRTimeline
FARMERS TRUST CO5,831$270K0.05%-1,98313F-HRTimeline
Bedel Financial Consulting, Inc.5,830$270K0.04%-3113F-HRTimeline
TODD ASSET MANAGEMENT LLC5,825$270K0.01%013F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y5,821$269K0.26%013F-HRTimelineGroup
Mirabaud & Cie SA5,820$269K0.09%013F-HRTimeline
Morse Asset Management, Inc5,800$268K0.06%-12,92013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,800$268K<0.01%+5,29613F-HRTimelineGroup
Clearview Wealth Advisors LLC5,783$268K0.19%-3713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,761$267K0.02%+27513F-HRTimeline
Iron Gate Global Advisors LLC5,760$267K0.03%013F-HRTimeline
HOWE & RUSLING INC5,756$266K0.02%-2,37213F-HRTimeline
Northwest Bancshares, Inc.5,725$265K0.05%+1,00013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC5,725$265K0.03%-11013F-HRTimeline
SOA Wealth Advisors, LLC.5,722$265K0.05%+68613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,708$264K0.02%-3,44313F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC5,700$264K0.07%+40013F-HRTimeline
CTC Alternative Strategies, Ltd.5,700$264K0.23%-4,50013F-HRTimeline
O'Brien Greene & Co. Inc5,695$264K0.09%+1913F-HRTimeline
LMCG INVESTMENTS, LLC5,673$263K0.02%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,645$261K0.02%013F-HRTimeline
Boltwood Capital Management5,640$261K0.07%+39513F-HRTimeline
Csenge Advisory Group5,395$260K0.01%-3,29713F-HRTimeline
William B. Walkup & Associates, Inc.5,621$260K0.15%+68513F-HRTimeline
Tyche Wealth Partners LLC5,618$260K0.05%-70313F-HRTimeline
McAdam, LLC5,601$259K0.01%+6313F-HRTimeline
Capital Investment Counsel, Inc5,589$259K0.03%+46513F-HRTimeline
Beacon Bridge Wealth Partners, LLC5,582$258K0.1%+3013F-HRTimeline
JB Capital LLC5,579$258K0.01%+39313F-HRTimeline
Patton Albertson Miller Group, LLC5,574$258K0.03%+82413F-HRTimeline
Bridge Creek Capital Management LLC5,551$257K0.08%-30013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,550$257K0.04%+813F-HRTimeline
Moss Adams Wealth Advisors LLC5,538$256K0.02%-95413F-HRTimeline
Syverson Strege & Co5,533$256K0.06%new13F-HRTimeline
BANK OF STOCKTON5,528$256K0.08%-25013F-HRTimeline
MASECO LLP5,528$256K0.01%13F-HRTimeline
Sterneck Capital Management, LLC5,522$256K0.13%013F-HRTimeline
Fortitude Family Office, LLC5,522$256K0.08%-1,14913F-HRTimeline
Venturi Wealth Management, LLC5,507$255K0.01%-1,12113F-HRTimeline
IVC Wealth Advisors LLC5,505$255K0.12%+73813F-HRTimeline
Beverly Hills Private Wealth, LLC5,496$254K0.05%-2,43213F-HRTimeline
OAKWORTH CAPITAL, INC.5,488$254K0.02%-61113F-HRTimeline
Birch Hill Investment Advisors LLC5,482$254K0.01%013F-HRTimeline
Northstar Group, Inc.5,422$251K0.04%-21713F-HRTimeline
PKS Advisory Services, LLC5,418$251K0.06%-33913F-HRTimeline
Hudock, Inc.5,414$251K0.04%+713F-HRTimeline