Public record / Tickers / BMY

BMY — BRISTOL MYERS SQUIBB CO

Both disclosure regimes on one name: who in Congress filed about BMY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
137
all PTR rows naming BMY
Members · 12m
4
3 buys · 4 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $250K–$500K

Sale · traded 2020-04-14 → filed 2020-05-01. Ranked over every BMY row by the provable lower bound, never a point estimate.

4 members · 3 buys / 4 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

39 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BMY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BMY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSaleTraded 2025-04-15 LATE·477d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-11Mike Kelly R–PA-16Sale · SP (spouse-owned)Traded 05-07 +35d$15K–$50K
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-04-28 LATE·260d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 137 ↗

Members active in BMY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing BMY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1$1.0K to $15.0K2
Mike Kelly R–PA-161−$50.0K to −$15.0K1

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · BMY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Tommy Tuberville R–AL $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $52.3M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BRISTOL-MYERS SQUIBB CO

Merged timeline of congressional filings and notable-manager moves on BMY
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+79,339 sh
2026-05-15Bridgewater Associates 13Ftrim−167,203 sh
2026-05-15Miller Value Partners 13Ftrim−38,500 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of BMY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$10.4B1
2VANGUARD CAPITAL MANAGEMENT LLC$8.0B1
3STATE STREET CORP$6.0B1
4JPMORGAN CHASE & CO$5.5B1
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.7B1
6GEODE CAPITAL MANAGEMENT, LLC$3.3B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B1
8BANK OF AMERICA CORP /DE/$2.0B1
9AQR CAPITAL MANAGEMENT LLC$1.8B1
10MORGAN STANLEY$1.8B1
11AMERIPRISE FINANCIAL INC$1.6B1
12PRIMECAP MANAGEMENT CO/CA/$1.5B1
13NORTHERN TRUST CORP$1.5B1
14Bank of New York Mellon Corp$1.4B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.4B1
16Independent Franchise Partners LLP$1.3B1
17DIMENSIONAL FUND ADVISORS LP$1.1B1
18PZENA INVESTMENT MANAGEMENT LLC$1.0B1
19Legal & General Group Plc$1.0B1
20Invesco Ltd.$941M1
21SCHRODER INVESTMENT MANAGEMENT GROUP$742M1
22TWO SIGMA INVESTMENTS, LP$700M1
23VANGUARD FIDUCIARY TRUST CO$699M1
24ROYAL BANK OF CANADA$665M1
25FMR LLC$647M1
26VICTORY CAPITAL MANAGEMENT INC$555M1
27DEUTSCHE BANK AG\$548M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$538M1
29Capital International Investors$511M1
30UBS Group AG$437M1
31Allianz Asset Management GmbH$417M1
32Robeco Institutional Asset Management B.V.$408M1
33Amundi$405M1
34MILLENNIUM MANAGEMENT LLC$397M1
35FIL Ltd$381M1
36FRANKLIN RESOURCES INC$376M1
37Swiss National Bank$362M1
38WELLS FARGO & COMPANY/MN$361M1
39Nuveen, LLC$353M1
40M&G Plc$352M1
41Man Group plc$343M1
42FIRST TRUST ADVISORS LP$336M1
43National Pension Service$335M1
44WELLINGTON MANAGEMENT GROUP LLP$334M1
45BARCLAYS PLC$329M1
46CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$317M1
47Mitsubishi UFJ Asset Management Co., Ltd.$309M1
48HSBC HOLDINGS PLC$292M1
49Vanguard Global Advisers, LLC$287M1
50DODGE & COX$280M1
51Sumitomo Mitsui Trust Group, Inc.$275M1
52BNP Paribas Asset Management Holding S.A.$267M1
53ALLIANCEBERNSTEIN L.P.$263M1
54VANGUARD ASSET MANAGEMENT, Ltd$249M1
55CANADA PENSION PLAN INVESTMENT BOARD$248M1
56RAYMOND JAMES FINANCIAL INC$238M1
57PANAGORA ASSET MANAGEMENT INC$225M1
58SEB Asset Management AB$218M1
59Aberdeen Group plc$208M1
60WORLDQUANT MILLENNIUM ADVISORS LLC$206M1
61LPL Financial LLC$195M1
62Qube Research & Technologies Ltd$194M1
63Ensign Peak Advisors, Inc$182M1
64Swedbank AB$180M1
65Artemis Investment Management LLP$175M1
66CITIGROUP INC$155M1
67Employees Provident Fund Board$152M1
68BANK OF MONTREAL /CAN/$144M1
69NATIONAL BANK OF CANADA /FI/$143M1
70NEW YORK STATE COMMON RETIREMENT FUND$143M1
71PRINCIPAL FINANCIAL GROUP INC$141M1
72JANE STREET GROUP, LLC$137M1
73Capital World Investors$135M1
74SEI INVESTMENTS CO$133M1
75AustralianSuper Pty Ltd$129M1
76NATIXIS$125M1
77NORDEA INVESTMENT MANAGEMENT AB$122M1
78STIFEL FINANCIAL CORP$122M1
79Sofinnova Investments, Inc.$121M1
80MACQUARIE GROUP LTD$119M1
81LAZARD ASSET MANAGEMENT LLC$117M1
82Mirae Asset Global Investments Co., Ltd.$116M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$112M1
84ENVESTNET ASSET MANAGEMENT INC$111M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$109M1
86AVIVA PLC$107M1
87MANUFACTURERS LIFE INSURANCE COMPANY, THE$107M1
88Mariner, LLC$106M1
89Mitsubishi UFJ Trust & Banking Corp$105M1
90IEQ CAPITAL, LLC$104M1
91Korea Investment CORP$103M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$102M1
93STOREBRAND ASSET MANAGEMENT AS$102M1
94AMERICAN CENTURY COMPANIES INC$97.9M1
95PUBLIC SECTOR PENSION INVESTMENT BOARD$97.6M1
96PFA Pension, Forsikringsaktieselskab$96.8M1
97KLP KAPITALFORVALTNING AS$96.5M1
98Douglas Lane & Associates, LLC$95.5M1
99PRUDENTIAL FINANCIAL INC$93.2M1
100Zurcher Kantonalbank (Zurich Cantonalbank)$91.8M1
101CITADEL ADVISORS LLC$90.6M1
102CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$90.0M1
103ADAGE CAPITAL PARTNERS GP, L.L.C.$89.0M1
104MACKENZIE FINANCIAL CORP$88.9M1
105Pictet Asset Management Holding SA$86.9M1
106DANSKE BANK A/S$86.8M1
107Retirement Systems of Alabama$85.4M1
108Cerity Partners LLC$84.5M1
109Mediolanum International Funds Ltd$82.9M1
110US BANCORP \DE\$80.6M1
111TD ASSET MANAGEMENT INC$80.4M1
112Eurizon Capital SGR S.p.A.$80.2M1
113WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$79.8M1
114Bank Julius Baer & Co. Ltd, Zurich$77.2M1
115TRUIST FINANCIAL CORP$77.2M1
116CWM, LLC$76.2M1
117Epoch Investment Partners, Inc.$74.5M1
118Swiss Life Asset Management Ltd$73.0M1
119FIFTH THIRD BANCORP$72.3M1
120Harvest Portfolios Group Inc.$72.1M1
121DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$70.6M1
122HighTower Advisors, LLC$69.9M1
123APG Asset Management N.V.$69.7M1
124GLENMEDE TRUST CO NA$68.9M1
125Woodline Partners LP$68.0M1
126Cullen Capital Management, LLC$67.9M1
127Allspring Global Investments Holdings, LLC$67.6M1
128Connor, Clark & Lunn Investment Management Ltd.$66.8M1
129STATE OF WISCONSIN INVESTMENT BOARD$66.4M1
130MASSACHUSETTS FINANCIAL SERVICES CO /MA/$64.3M1
131Railway Pension Investments Ltd$63.1M1
132Chevy Chase Trust Holdings, LLC$61.8M1
133Vanguard Investments Australia, Ltd.$61.6M1
134Advisors Capital Management, LLC$61.3M1
135Vestal Point Capital, LP$60.7M1
136COMMONWEALTH EQUITY SERVICES, LLC$60.2M1
137TEACHER RETIREMENT SYSTEM OF TEXAS$60.2M1
138RENAISSANCE TECHNOLOGIES LLC$59.3M1
139Vinva Investment Management Ltd$57.7M1
140CAMBIAR INVESTORS LLC$57.3M1
141United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$57.1M1
142Nan Shan Life Insurance Co., Ltd.$57.0M1
143Asset Management One Co., Ltd.$56.5M1
144Creative Planning$56.3M1
145ORBIMED ADVISORS LLC$56.1M1
146Janus Henderson Group Ltd.$55.4M1
147TORONTO DOMINION BANK$55.2M1
148ROYAL LONDON ASSET MANAGEMENT LTD$54.8M1
149Neuberger Berman Group LLC$53.6M1
150Quantinno Capital Management LP$53.1M1
151Gotham Asset Management, LLC$52.3M1
152PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$51.8M1
153VOYA INVESTMENT MANAGEMENT LLC$51.4M1
154SECTOR GAMMA AS$50.2M1
155OSAIC HOLDINGS, INC.$50.2M1
156Cetera Investment Advisers$49.9M1
157Candriam S.C.A.$49.8M1
158Banco Santander, S.A.$49.0M1
159NOMURA ASSET MANAGEMENT CO LTD$48.2M1
160CREDIT AGRICOLE S A$47.6M1
161DnB Asset Management AS$47.6M1
162JACOBS LEVY EQUITY MANAGEMENT, INC$47.0M1
163M&T BANK CORP$46.8M1
164BANK OF NOVA SCOTIA$45.7M1
165SEIZERT CAPITAL PARTNERS, LLC$44.3M1
166ARIEL INVESTMENTS, LLC$43.8M1
167CIBC Bancorp USA Inc.$42.8M1
168Tidal Investments LLC$42.6M1
169Rockefeller Capital Management L.P.$42.5M1
170Vontobel Holding Ltd.$42.2M1
171State of New Jersey Common Pension Fund D$42.2M1
172Resona Asset Management Co.,Ltd.$40.2M1
173Lansforsakringar Fondforvaltning AB (publ)$40.0M1
174Illinois Municipal Retirement Fund$37.9M1
175Focus Partners Wealth$37.9M1
176Tredje AP-fonden$36.6M1
177CONNING INC.$36.6M1
178SUSQUEHANNA INTERNATIONAL GROUP, LLP$36.4M1
179O'SHAUGHNESSY ASSET MANAGEMENT, LLC$36.4M1
180FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$36.1M1
181BERKSHIRE ASSET MANAGEMENT LLC/PA$36.0M1
182STATE OF MICHIGAN RETIREMENT SYSTEM$35.8M1
183MERCER GLOBAL ADVISORS INC /ADV$35.7M1
184KING LUTHER CAPITAL MANAGEMENT CORP$35.4M1
185GUGGENHEIM CAPITAL LLC$34.2M1
186EXCHANGE TRADED CONCEPTS, LLC$34.0M1
187Arizona State Retirement System$33.8M1
188Osmosis Investment Management UK Ltd$33.6M1
189Czech National Bank$33.6M1
190NISA INVESTMENT ADVISORS, LLC$33.5M1
191NorthCoast Asset Management LLC$33.0M1
192BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$32.9M1
193MARTINGALE ASSET MANAGEMENT L P$32.4M1
194Point72 Asset Management, L.P.$32.2M1
195Union Bancaire Privee, UBP SA$32.1M1
196KEYBANK NATIONAL ASSOCIATION/OH$31.8M1
197AGF MANAGEMENT LTD$31.1M1
198MetLife Investment Management, LLC$29.9M1
199CIBC Asset Management Inc$29.9M1
200WEDGE CAPITAL MANAGEMENT L L P/NC$29.9M1
201AE Wealth Management LLC$29.8M1
202EDGAR LOMAX CO/VA$29.7M1
203OPPENHEIMER ASSET MANAGEMENT INC.$29.5M1
204ALPS ADVISORS INC$29.4M1
205OAKTOP CAPITAL MANAGEMENT II, L.P.$29.1M1
206Daiwa Securities Group Inc.$29.0M1
207XPONANCE LLC$28.9M1
208COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$28.8M1
209HANCOCK WHITNEY CORP$28.7M1
210Baird Financial Group, Inc.$28.4M1
211ING GROEP NV$28.1M1
212INTECH INVESTMENT MANAGEMENT LLC$27.4M1
213Corient Private Wealth LLC$26.9M1
214Grantham, Mayo, Van Otterloo & Co. LLC$26.2M1
215MEYER HANDELMAN CO$26.2M1
216Trexquant Investment LP$26.0M1
217Wealthfront Advisers LLC$25.9M1
218IFM Investors Pty Ltd$25.8M1
219Catalio Capital Management, LP$25.5M1
220BLAIR WILLIAM & CO/IL$25.3M1
221Cresset Asset Management, LLC$25.0M1
222MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25.0M1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24.9M1
224Zurich Insurance Group Ltd/FI$24.7M1
225Varma Mutual Pension Insurance Co$23.8M1
226Arnhold LLC$23.7M1
227TCTC Holdings, LLC$23.5M1
228USS Investment Management Ltd$23.2M1
229CIBC WORLD MARKET INC.$22.6M1
230GRIMES & Co WEALTH MANAGEMENT, LLC$22.5M1
231HOMESTEAD ADVISERS CORP$22.4M1
232Merit Financial Group, LLC$22.4M1
233HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$22.3M1
234Sanctuary Advisors, LLC$21.7M1
235QRG CAPITAL MANAGEMENT, INC.$21.6M1
236ZACKS INVESTMENT MANAGEMENT$21.2M1
237Empowered Funds, LLC$20.9M1
238Andra AP-fonden$20.2M1
239Utah Retirement Systems$20.1M1
240Aware Super Pty Ltd as trustee of Aware Super$19.9M1
241ProShare Advisors LLC$19.4M1
242Investment Management Corp of Ontario$19.4M1
243KORNITZER CAPITAL MANAGEMENT INC /KS$19.1M1
244D. E. Shaw & Co., Inc.$18.8M1
245Crossmark Global Holdings, Inc.$18.7M1
246Birchview Capital, LP$18.6M1
247ARS Investment Partners, LLC$18.6M1
248NEW YORK LIFE INVESTMENT MANAGEMENT LLC$18.4M1
249D.A. DAVIDSON & CO.$18.4M1
250CLIFFORD SWAN INVESTMENT COUNSEL LLC$18.3M1
251KLCM Advisors, Inc.$18.2M1
252Rakuten Investment Management, Inc.$18.1M1
253NEOS Investment Management LLC$18.1M1
254Sumitomo Mitsui DS Asset Management Company, Ltd$18.0M1
255Systematic Alpha Investments, LLC$18.0M1
256Pinnacle Financial Partners, Inc.$18.0M1
257DAVIDSON INVESTMENT ADVISORS$17.8M1
258NorthCrest Asset Manangement, LLC$17.7M1
259COMMERCE BANK$17.1M1
260STEPHENS INC /AR/$17.1M1
261BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$17.0M1
262Elo Mutual Pension Insurance Co$16.8M1
263Private Advisor Group, LLC$16.3M1
264Vident Advisory, LLC$16.0M1
265NISSAY ASSET MANAGEMENT CORP /JAPAN$16.0M1
266Nepsis Inc.$15.9M1
267TruWealth Advisors, LLC$15.6M1
268MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$15.6M1
269CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$15.5M1
270PRUDENTIAL PLC$15.5M1
271OPPENHEIMER & CO INC$15.4M1
272Generali Asset Management SPA SGR$15.3M1
273Federation des caisses Desjardins du Quebec$15.0M1
274Beacon Pointe Advisors, LLC$14.9M1
275BOKF, NA$14.9M1
276Sound View Wealth Advisors Group, LLC$14.8M1
277Steward Partners Investment Advisory, LLC$14.8M1
278Cannell & Spears LLC$14.7M1
279Bridgewater Associates, LP$14.7M1
280Kestra Advisory Services, LLC$14.5M1
281ASR Vermogensbeheer N.V.$14.4M1
282Advisors Asset Management, Inc.$14.2M1
283Mubadala Investment Co PJSC$14.2M1
284OREGON PUBLIC EMPLOYEES RETIREMENT FUND$14.1M1
285Vanguard Personalized Indexing Management, LLC$14.1M1
286Ethic Inc.$14.0M1
287HUNTINGTON NATIONAL BANK$14.0M1
288Americana Partners, LLC$14.0M1
289Gilman Hill Asset Management, LLC$14.0M1
290Pathstone Holdings, LLC$13.8M1
291NewEdge Advisors, LLC$13.7M1
292Abacus FCF Advisors LLC$13.6M1
293MAI Capital Management$13.6M1
294Allworth Financial LP$13.4M1
295BLI - Banque de Luxembourg Investments$13.2M1
296MML INVESTORS SERVICES, LLC$13.1M1
297Miramar Capital, LLC$13.0M1
298OP Asset Management Ltd$12.9M1
299FLPUTNAM INVESTMENT MANAGEMENT CO$12.7M1
300YOUSIF CAPITAL MANAGEMENT, LLC$12.6M1
301OLD NATIONAL BANCORP /IN/$12.6M1
302ARMISTICE CAPITAL, LLC$12.4M1
303Capital Investment Advisors, LLC$12.4M1
304Concurrent Investment Advisors, LLC$12.4M1
305Fisher Asset Management, LLC$12.4M1
306COLRAIN CAPITAL LLC$12.3M1
307NORDEN GROUP LLC$12.2M1
308BROWN ADVISORY INC$12.1M1
309Avanza Fonder AB$12.1M1
310Stratos Wealth Partners, LTD.$11.7M1
311WESTPAC BANKING CORP$11.7M1
312CHIRON CAPITAL MANAGEMENT, LLC$11.6M1
313Kinsale Capital Group, Inc.$11.6M1
314AIA Group Ltd$11.5M1
315MANNING & NAPIER ADVISORS LLC$11.1M1
316Faithward Advisors, LLC$10.9M1
317ROCKLAND TRUST CO$10.8M1
318Cyndeo Wealth Partners, LLC$10.7M1
319UMB Bank, n.a.$10.6M1
320J.P. Marvel Investment Advisors, LLC$10.5M1
321Brevan Howard Capital Management LP$10.3M1
322KAHN BROTHERS GROUP INC$10.3M1
323LBP AM SA$10.3M1
324Sterling Capital Management LLC$10.3M1
325KESTRA PRIVATE WEALTH SERVICES, LLC$10.3M1
326UNITED CAPITAL FINANCIAL ADVISORS, LLC$10.3M1
327Sequoia Financial Advisors, LLC$10.2M1
328Quadrature Capital Ltd$10.2M1
329CWA Asset Management Group, LLC$10.2M1
330ADVOCATE GROUP LLC$10.1M1
331FOUNDATION RESOURCE MANAGEMENT INC$10.1M1
332SCOTIA CAPITAL INC.$9.9M1
3331834 INVESTMENT ADVISORS CO$9.9M1
334Sienna Gestion$9.9M1
335GREAT LAKES ADVISORS, LLC$9.9M1
336&PARTNERS$9.8M1
337Atlantic Union Bankshares Corp$9.8M1
338HENNESSY ADVISORS INC$9.7M1
339Rafferty Asset Management, LLC$9.7M1
340Keystone Financial Planning, Inc.$9.7M1
341Brookstone Capital Management$9.7M1
342LOOMIS SAYLES & CO L P$9.6M1
343UniSuper Management Pty Ltd$9.6M1
344Goelzer Investment Management, Inc.$9.5M1
345OMERS ADMINISTRATION Corp$9.4M1
346Danica Pension, Livsforsikringsaktieselskab$9.4M1
347TEMA ETFS LLC$9.4M1
348Edgestream Partners, L.P.$9.4M1
349Ashton Thomas Private Wealth, LLC$9.3M1
350Clearstead Advisors, LLC$9.2M1
351Schonfeld Strategic Advisors LLC$9.1M1
352SHELTON CAPITAL MANAGEMENT$8.9M1
353ASSETMARK, INC$8.8M1
354JOHN G ULLMAN & ASSOCIATES INC$8.8M1
355Aptus Capital Advisors, LLC$8.7M1
356Skylands Capital, LLC$8.6M1
357SummitTX Capital, L.P.$8.5M1
358HUDSON EDGE INVESTMENT PARTNERS INC.$8.4M1
359Gibraltar Capital Management, Inc.$8.4M1
360Convergence Investment Partners, LLC$8.3M1
361Jefferies Financial Group Inc.$8.2M1
362Financiere des Professionnels - Fonds d'investissement inc.$8.1M1
363FIDUCIARY TRUST CO$8.0M1
364OAK ASSOCIATES LTD /OH/$8.0M1
365BENJAMIN EDWARDS INC$7.9M1
366CHOREO, LLC$7.9M1
367DAVENPORT & Co LLC$7.8M1
368Norinchukin Bank, The$7.8M1
369BOURNE LENT ASSET MANAGEMENT INC$7.8M1
370American Assets Investment Management, LLC$7.7M1
371ICICI Prudential Asset Management Co Ltd$7.7M1
372FIRST MANHATTAN CO. LLC.$7.6M1
373BARTLETT & CO. WEALTH MANAGEMENT LLC$7.6M1
374Atom Investors LP$7.6M1
375REGIONS FINANCIAL CORP$7.5M1
3761832 Asset Management L.P.$7.5M1
377MILESTONE ASSET MANAGEMENT, LLC$7.5M1
378MIZUHO SECURITIES USA LLC$7.5M1
379Belpointe Asset Management LLC$7.4M1
380Focus Partners Advisor Solutions, LLC$7.4M1
381Ellsworth Advisors, LLC$7.4M1
382WealthTrust Axiom LLC$7.4M1
383Azimuth Capital Investment Management LLC$7.3M1
384Equitable Holdings, Inc.$7.3M1
385BALYASNY ASSET MANAGEMENT L.P.$7.2M1
386Caprock Group, LLC$7.2M1
387Lido Advisors, LLC$7.1M1
388PINNACLE ASSOCIATES LTD$7.1M1
389Midwest Trust Co$7.1M1
390Kintegral Advisory, LLC$7.0M1
391Telos Capital Management, Inc.$7.0M1
392HARTFORD INVESTMENT MANAGEMENT CO$7.0M1
393Kingsview Wealth Management, LLC$7.0M1
394Phoenix Financial Ltd.$6.9M1
395HM PAYSON & CO$6.9M1
396IQ EQ FUND MANAGEMENT (IRELAND) Ltd$6.9M1
397Banque Cantonale Vaudoise$6.9M1
398Diversified Trust Co$6.8M1
399Leonteq Securities AG$6.8M1
400ABN AMRO INVESTMENT SOLUTIONS$6.8M1
401Composition Wealth, LLC$6.8M1
402WRIGHT INVESTORS SERVICE INC$6.7M1
403OneDigital Investment Advisors LLC$6.7M1
404ExodusPoint Capital Management, LP$6.7M1
405Cinctive Capital Management LP$6.7M1
406HB Wealth Management, LLC$6.7M1
407RITHOLTZ WEALTH MANAGEMENT$6.7M1
408MCDONALD PARTNERS LLC$6.6M1
409Hudson Capital Management LLC$6.6M1
410Wilmington Savings Fund Society, FSB$6.5M1
411Quantbot Technologies LP$6.4M1
412THOMPSON INVESTMENT MANAGEMENT, INC.$6.4M1
413CENTRAL TRUST Co$6.4M1
414B. Metzler seel. Sohn & Co. AG$6.4M1
415Catherine Avery Investment Management LLC$6.4M1
416INTACT INVESTMENT MANAGEMENT INC.$6.4M1
417Cardinal Capital Management$6.3M1
418EDMOND DE ROTHSCHILD HOLDING S.A.$6.3M1
419TRUST CO OF TOLEDO NA /OH/$6.3M1
420EVOLVE PRIVATE WEALTH, LLC$6.3M1
421LEUTHOLD GROUP, LLC$6.3M1
422Geneos Wealth Management Inc.$6.3M1
423Jain Global LLC$6.2M1
424BCWM, LLC$6.2M1
425FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$6.2M1
426Glenview Trust Co$6.2M1
427Maryland State Retirement & Pension System$6.2M1
428Clearbridge Investments, LLC$6.2M1
429Apollon Wealth Management, LLC$6.1M1
430LONGFELLOW INVESTMENT MANAGEMENT CO LLC$6.1M1
431FourWorld Capital Management LLC$6.1M1
432Humankind Investments LLC$6.1M1
433CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.1M1
434Plato Investment Management Ltd$6.0M1
435Aaron Wealth Advisors LLC$6.0M1
436SIGNATUREFD, LLC$5.9M1
437Atria Investments, Inc$5.9M1
438CI INVESTMENTS INC.$5.8M1
439Y-Intercept (Hong Kong) Ltd$5.8M1
440TOCQUEVILLE ASSET MANAGEMENT L.P.$5.8M1
441Dai-ichi Life Insurance Company, Ltd$5.7M1
442WELCH & FORBES LLC$5.7M1
443Capital International Sarl$5.7M1
444ALLIANZ SE$5.7M1
445Metis Global Partners, LLC$5.7M1
446JOHNSON INVESTMENT COUNSEL INC$5.7M1
447TOTH FINANCIAL ADVISORY CORP$5.6M1
448CAPITAL MANAGEMENT CORP /VA$5.6M1
449Capital International, Inc./CA/$5.6M1
450Pallas Capital Advisors LLC$5.6M1
451Independent Advisor Alliance$5.6M1
452DAYMARK WEALTH PARTNERS, LLC$5.5M1
453Sivia Capital Partners, LLC$5.4M1
454Hamilton Wealth, LLC$5.3M1
455Summit Financial, LLC$5.3M1
456Canada Post Corp Registered Pension Plan$5.3M1
457Sage Capital Advisors,llc$5.3M1
458NAPLES GLOBAL ADVISORS, LLC$5.3M1
459Envestnet Portfolio Solutions, Inc.$5.2M1
460Waverly Advisors, LLC$5.2M1
461FIRST CITIZENS BANK & TRUST CO$5.1M1
462STANCE CAPITAL LLC$5.1M1
463Signature Wealth Management Group$5.1M1
464Lombard Odier Asset Management (Switzerland) SA$5.1M1
465MUFG Securities EMEA plc$5.1M1
466Donoghue Forlines LLC$5.1M1
467Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.0M1
468Providence Capital Advisors, LLC$5.0M1
469Centiva Capital, LP$5.0M1
470Compound Planning, Inc.$4.9M1
471Hikari Tsushin, Inc.$4.9M1
472Legato Capital Management LLC$4.9M1
473CITIZENS FINANCIAL GROUP INC/RI$4.9M1
474PARSONS CAPITAL MANAGEMENT INC/RI$4.9M1
475WHITTIER TRUST CO OF NEVADA INC$4.9M1
476SEARLE & CO.$4.8M1
477Radnor Capital Management, LLC$4.8M1
478Global X Japan Co., Ltd.$4.8M1
479WINTON GROUP Ltd$4.8M1
480Cypress Capital Group$4.8M1
481LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$4.8M1
482EFG International AG$4.8M1
483TWIN CAPITAL MANAGEMENT INC$4.7M1
484Rodgers Brothers Inc.$4.7M1
485Sigma Planning Corp$4.7M1
486Savant Capital, LLC$4.7M1
487Qsemble Capital Management, LP$4.7M1
488Te Ahumairangi Investment Management Ltd$4.6M1
489DELTA ASSET MANAGEMENT LLC/TN$4.6M1
490Fifth Third Wealth Advisors LLC$4.6M1
491Saudi Central Bank$4.6M1
492Castleview Partners, LLC$4.5M1
493Siemens Fonds Invest GmbH$4.4M1
494Asset One Wealth Management LLC$4.4M1
495Arax Advisory Partners$4.4M1
496Round Hill Asset Management$4.4M1
497EP Wealth Advisors, LLC$4.4M1
498Perigon Wealth Management, LLC$4.4M1
499Mid-American Wealth Advisory Group, Inc.$4.3M1
500Summit Trail Advisors, LLC$4.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 4 sell
Congress net ($ bound)−$92.0K to $27.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BMY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming BMY
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for BMY · financials and macro

Financials — as filed PLANNED

BMY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BMY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing