Skip to content

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
Litman Gregory Wealth Management LLC7,540$407K0.03%013F-HRTimeline
Burford Brothers, Inc.7,529$406K0.17%+80513F-HRTimeline
FourThought Financial Partners, LLC7,511$405K0.03%-2,10413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…7,488$404K0.02%-17513F-HR/ATimeline
SAX WEALTH ADVISORS, LLC7,483$404K0.02%-41313F-HRTimeline
GHP Investment Advisors, Inc.7,474$403K0.02%-813F-HRTimeline
Alta Wealth Advisors LLC7,472$403K0.13%-1,10413F-HRTimeline
Arista Wealth Management, LLC7,463$403K0.05%-6,19013F-HRTimeline
MASTERINVEST Kapitalanlage GmbH7,420$402K0.04%-11,22113F-HRTimeline
Magnus Financial Group LLC7,452$402K0.03%+8413F-HRTimeline
Falcon Wealth Planning7,448$402K0.03%+1,63213F-HRTimeline
Abacus Wealth Partners, LLC7,403$399K0.04%new13F-HRTimeline
City State Bank7,382$398K0.11%-1,14513F-HRTimeline
Coastline Trust Co7,380$398K0.04%-2,86013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Krane Funds Advisors LLC7,374$398K0.01%-1,67913F-HRTimeline
Keystone Financial Group7,368$397K0.03%+23213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,358$397K0.02%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC7,350$396K0.03%-93413F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.7,329$395K0.19%+18513F-HRTimeline
Signal Advisors Wealth, LLC7,313$394K0.03%-4,66813F-HRTimeline
Allred Capital Management, LLC7,306$394K0.14%+2313F-HRTimeline
Keystone Wealth Services, LLC7,298$394K0.08%-16413F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,291$393K<0.01%+45113F-HRTimelineGroup
Legacy Advisors, LLC7,283$393K0.04%+25613F-HRTimeline
First Bancorp, Inc /ME/7,282$393K0.21%+1,16613F-HRTimeline
Causey Wealth LLC7,262$392K0.18%+40713F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.7,259$392K0.17%013F-HRTimeline
Meadow Creek Wealth Advisors LLC7,258$391K0.25%-74713F-HRTimeline
INVESTED ADVISORS7,254$391K0.41%+1,63813F-HRTimeline
AM INVESTMENT STRATEGIES LLC7,258$391K0.08%+2,26913F-HRTimeline
ALBERT D MASON INC7,236$390K0.26%+21313F-HRTimeline
Bridgewater Advisors Inc.7,162$390K0.03%+32513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,234$390K0.11%-8713F-HRTimeline
STEPH & CO7,215$389K0.11%+2,12213F-HRTimeline
NEW SOUTH CAPITAL MANAGEMENT INC7,189$388K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,156$386K0.01%+36513F-HRTimelineGroup
Laurel Wealth Advisors LLC7,150$386K0.05%013F-HRTimeline
Unifi Asset Management LP7,131$385K0.42%13F-HRTimeline
MITCHELL SINKLER & STARR/PA7,130$385K0.17%-1,14013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL7,111$384K0.01%-40613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC7,117$384K0.01%-2,36413F-HRTimeline
Alhambra Investment Management LLC7,110$383K0.18%-11713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV7,107$383K0.07%-25813F-HRTimeline
Carl P. Sherr & Co., LLC6,936$382K0.17%new13F-HRTimeline
Seelaus Asset Management LLC7,078$382K0.3%-1,04913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,076$382K0.01%-613F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co7,065$381K0.03%-64913F-HRTimeline
ARVEST INVESTMENTS, INC.7,064$381K0.05%-57113F-HRTimeline
J. Team Financial, Inc.7,063$381K0.38%-61513F-HRTimeline
Prudent Man Advisors, LLC7,054$380K0.14%-8713F-HRTimeline
Bank of New Hampshire7,042$380K0.09%013F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…7,000$378K0.18%+1,70013F-HRTimelineGroup
Sterling Wealth Management, Inc.6,999$378K0.11%-1,28513F-HRTimeline
Innova Wealth Partners6,971$376K0.19%+1,46013F-HRTimeline
Storen Legacy Partners, LLC6,934$374K0.12%13F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…6,921$373K0.19%-59713F-HRTimelineGroup
RMR Wealth Builders6,914$373K0.03%+2,10613F-HRTimeline
Heritage Trust Co6,901$372K0.04%-18,13613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,846$371K0.03%-3,72613F-HRTimeline
MRWM Advisors, LLC6,880$371K0.2%-10,11613F-HRTimeline
IMA Advisory Services, Inc.6,861$370K0.04%+4,97113F-HRTimeline
CNB Bank6,859$370K0.15%-63213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,859$370K<0.01%new13F-HRTimelineGroup
Blue Fin Capital, Inc.6,856$370K0.06%-28313F-HRTimeline
Severin Investments, LLC6,846$369K0.33%-17213F-HRTimeline
KEATING INVESTMENT COUNSELORS INC6,837$369K0.1%-2013F-HRTimeline
McLean Asset Management Corp6,465$369K0.07%+19213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…6,826$368K0.02%+1,21913F-HRTimeline
Saranac Partners Ltd6,806$367K0.14%+42513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,799$367K0.08%+95713F-HRTimeline
Fort Point Capital Partners LLC6,395$366K0.04%+32113F-HRTimeline
PW Nova Financial Services LLC6,840$366K0.14%13F-HRTimeline
Valley Brook Capital Group, Inc.6,770$365K0.24%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,726$363K0.02%-1,65513F-HRTimeline
CALTON & ASSOCIATES, INC.6,716$362K0.05%new13F-HRTimeline
WILKINS INVESTMENT COUNSEL INC6,700$361K0.05%013F-HRTimeline
Valmark Advisers, Inc.6,674$360K<0.01%+1013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6,666$360K0.15%+63813F-HRTimeline
Cromwell Holdings LLC6,661$359K0.2%-4913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC6,660$359K0.08%013F-HR/ATimeline
NATURAL INVESTMENTS, LLC6,671$359K0.09%-28613F-HRTimeline
William B. Walkup & Associates, Inc.6,649$359K0.2%+87913F-HRTimeline
Voleon Capital Management LP6,646$358K0.01%-19,09213F-HRTimeline
SUMMITRY LLC6,620$357K0.01%+1,23113F-HRTimeline
Narus Financial Partners, LLC6,615$357K0.1%013F-HRTimeline
Westside Investment Management, Inc.6,621$357K0.06%+42913F-HRTimeline
TMB Capital Partners, LLC6,592$356K0.12%13F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS6,582$355K0.01%-29,79213F-HRTimeline
Smallwood Wealth Investment Management,…6,574$355K0.19%013F-HRTimeline
Accurate Wealth Management, LLC6,347$355K0.04%+3113F-HRTimeline
RS CRUM INC.6,570$354K0.07%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.6,566$354K0.12%-48413F-HRTimeline
Waterloo Capital, L.P.6,566$354K0.03%-2,54013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,563$354K0.06%+50013F-HRTimeline
PDS Planning, Inc6,552$353K0.02%+36513F-HRTimeline
MKT Advisors LLC6,633$352K0.12%-33113F-HRTimeline
FARMERS TRUST CO6,495$350K0.06%+23413F-HRTimeline
Chesapeake Wealth Management6,468$349K0.1%-47313F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC6,466$349K0.05%13F-HRTimeline
ANCHYRA PARTNERS LLC6,458$348K0.11%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,455$348K0.02%+1,01913F-HRTimeline
McLaughlin Asset Management, Inc.6,444$348K0.31%13F-HRTimeline
Core Wealth Partners LLC6,425$347K0.16%+1,20513F-HRTimeline
NWF Advisory Services Inc.6,404$345K0.04%+20213F-HRTimeline
NOVEM GROUP6,402$345K0.04%+18313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,400$345K0.04%-21813F-HRTimeline
Avantra Family Wealth, Inc.6,382$344K0.25%-6613F-HRTimeline
New England Capital Financial Advisors …6,379$344K0.13%+16413F-HRTimeline
Kapstone Financial Advisors LLC6,375$344K0.17%013F-HRTimeline
COZAD ASSET MANAGEMENT INC6,363$343K0.03%-16913F-HRTimeline
Alan B Lancz & Associates, Inc.6,350$343K0.3%-15013F-HRTimeline
Tilson Financial Group, Inc.6,349$342K0.11%-9613F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC6,315$341K0.01%-27513F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC6,310$340K0.05%-15813F-HRTimeline
NorthRock Partners, LLC6,308$340K0.01%-26,59413F-HRTimeline
Eagle Bay Advisors LLC6,295$340K0.25%+11313F-HRTimeline
GRACE & WHITE INC /NY6,293$339K0.06%013F-HRTimeline
TODD ASSET MANAGEMENT LLC6,287$339K0.01%+46213F-HRTimeline
Triad Wealth Partners, LLC6,270$338K0.03%new13F-HRTimeline
Penbrook Management LLC6,250$337K0.23%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,236$336K0.01%-15113F-HRTimelineGroup
Measured Wealth Private Client Group, L…6,233$336K0.09%-2,84313F-HRTimeline
Hilton Capital Management, LLC6,220$336K0.03%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC6,211$335K0.14%new13F-HRTimeline
Cross Staff Investments Inc6,204$335K0.18%-69513F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …6,202$335K0.31%13F-HRTimeline
Crescent Sterling, Ltd.6,200$334K0.34%-10913F-HRTimeline
Empire Financial Management Company, LLC6,190$334K0.07%+20013F-HRTimeline
True Wealth Design, LLC6,186$334K0.1%+5,11213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT6,175$333K0.01%-53013F-HRTimeline
Ifrah Financial Services, Inc.6,169$333K0.09%-15813F-HRTimeline
Signet Investment Advisory Group, Inc.6,148$332K0.15%013F-HRTimeline
JGP Global Gestao de Recursos Ltda.6,135$331K0.2%-63913F-HRTimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y6,121$330K0.3%+40013F-HRTimelineGroup
Cornerstone Advisory, LLC6,117$330K0.03%-8213F-HRTimeline
Summit Asset Management, LLC6,109$330K0.05%+1513F-HRTimeline
Estate Planners Group, LLC6,108$329K0.14%13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding6,103$329K+214Timeline
TUCKER ASSET MANAGEMENT LLC6,102$329K0.1%new13F-HRTimeline
Old Mission Investment Co LLC6,101$329K0.08%+25213F-HRTimeline
Strategic Blueprint, LLC6,092$329K0.02%-4,58913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC6,076$328K0.17%013F-HRTimeline
Palacios Wealth Management, LLC6,071$327K0.25%-2,23013F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL6,053$326K0.14%013F-HRTimelineGroup
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.6,019$326K0.02%13F-HR/ATimelineGroup
Aegis Wealth Management LLC6,049$326K0.18%+1113F-HRTimeline
Income Insurance Ltd6,049$326K0.21%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Bank & Trust6,048$326K0.05%-67113F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC6,047$326K0.14%013F-HRTimeline
Post Resch Tallon Group Inc.6,045$326K0.28%+37913F-HRTimeline
Haven Capital Group, Inc.6,023$325K0.3%-1,81613F-HRTimeline
MBA Advisors LLC6,018$325K0.13%-1,07313F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…6,016$325K0.09%-29613F-HRTimeline
Trek Financial, LLC6,008$324K0.02%-26,96613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,000$324K<0.01%013F-HRTimelineGroup
REXFORD CAPITAL INC6,001$324K0.25%-60013F-HRTimeline
Trace Wealth Advisors, LLC6,000$324K0.23%-58513F-HRTimeline
Greenwich Wealth Management LLC5,969$322K0.01%new13F-HRTimeline
Symmetry Partners, LLC5,961$322K0.02%new13F-HRTimeline
Sovran Advisors, LLC5,677$321K0.03%-60813F-HRTimeline
Retirement Planning Group, LLC5,936$320K0.01%+83013F-HRTimeline
Denver PWM, LLC6,900$319K0.11%013F-HRTimeline
Trilogy Capital Inc.5,916$319K0.01%-28013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,920$319K0.04%013F-HRTimelineGroup
ETF Store, Inc.5,913$319K0.33%+1,20513F-HRTimeline
Solitude Financial Services5,910$319K0.11%-8,60013F-HRTimeline
Transcendent Capital Group LLC5,897$318K0.14%new13F-HRTimeline
McAdam, LLC5,890$318K0.01%-8313F-HRTimeline
Silvant Capital Management LLC5,887$318K0.01%-32,70213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…5,879$317K0.11%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,857$316K0.12%-94613F-HRTimeline
CYBER HORNET ETFs LLC5,858$316K0.19%+32713F-HRTimeline
Wealth Architects, LLC5,836$315K0.03%-3713F-HRTimeline
VISTA INVESTMENT PARTNERS LLC5,827$314K0.08%+47013F-HRTimeline
FIRST AMERICAN TRUST, FSB5,822$314K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC5,821$314K0.07%-6,34413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,815$314K0.08%-71313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,805$313K0.19%+37713F-HRTimeline
Iron Gate Global Advisors LLC5,791$312K0.03%+3113F-HRTimeline
Bedel Financial Consulting, Inc.5,790$312K0.03%-5213F-HRTimeline
SHP Wealth Management5,783$312K0.02%13F-HRTimeline
Birch Hill Investment Advisors LLC5,782$312K0.01%+30013F-HRTimeline
Fielder Capital Group LLC5,769$311K0.07%new13F-HRTimeline
Dash Acquisitions Inc.5,400$311K0.06%013F-HRTimeline
Covestor Ltd5,764$311K0.16%+1,28013F-HRTimeline
Glen Eagle Advisors, LLC5,763$311K0.04%-2,73113F-HRTimeline
Wealthquest Corp5,760$311K0.02%new13F-HRTimeline
James J. Burns & Company, LLC5,752$310K0.04%-3,20113F-HRTimeline
River Wealth Advisors LLC5,745$310K0.03%-45013F-HRTimeline
Millstone Evans Group, LLC5,743$310K0.18%-58213F-HRTimeline
Abacus Planning Group, Inc.5,732$309K0.04%+9813F-HRTimeline
Ranch Capital Advisors Inc.5,726$309K0.11%-20213F-HRTimeline
Northwest Bancshares, Inc.5,725$309K0.06%013F-HRTimeline
BAILARD, INC.5,724$309K0.01%-46113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,701$308K0.02%+1,16013F-HRTimelineGroup
SHUFRO ROSE & CO LLC5,700$307K0.02%-2,80013F-HRTimeline
Cravens & Co Advisors, LLC5,491$307K0.2%-2313F-HRTimeline
One Charles Private Wealth Services, LLC5,685$307K0.08%-91513F-HRTimeline
Basecamp Wealth Advisors LLC5,676$306K0.07%13F-HRTimeline
LMCG INVESTMENTS, LLC5,673$306K0.02%013F-HRTimeline