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Bristol-Myers Squibb (BMY) Institutional Ownership

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$56.35 -0.03 (-0.05%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Bristol-Myers Squibb (NYSE:BMY)

Current
Institutional Ownership
Percentage
76.41%
Number of
Institutional Buyers
(last 12 months)
1294
Total
Institutional Inflows
(last 12 months)
$8.96B
Number of
Institutional Sellers
(last 12 months)
1235
Total
Institutional Outflows
(last 12 months)
$5.20B
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BMY Institutional Buying and Selling by Quarter

Bristol-Myers Squibb Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Hedges Asset Management LLC36,600$2.07M1.4%-1.3%0.002%
1/17/2025 Secure Asset Management LLC9,848$557K0.1%+37.8%0.000%
1/17/2025 Red Door Wealth Management LLC10,788$610K0.1%+4.2%0.001%
1/17/2025 IVC Wealth Advisors LLC4,894$277K0.2%-8.7%0.000%
1/17/2025 Donoghue Forlines LLC27,801$1.57M0.5%+57.1%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.7,851$444K0.0%-3.7%0.000%
1/17/2025 Endeavor Private Wealth Inc.804$45K0.0%N/A0.000%
1/17/2025 Raleigh Capital Management Inc.39,439$2.23M0.9%-7.2%0.002%
1/17/2025 Adirondack Trust Co.26,148$1.48M0.6%-2.9%0.001%
1/17/2025 Mutual Advisors LLC55,393$3.12M0.1%+1.4%0.003%
1/17/2025 Wendell David Associates Inc.20,201$1.14M0.1%+5.2%0.001%
1/17/2025 Traynor Capital Management Inc.7,275$411K0.0%+4.3%0.000%
1/17/2025 Wesbanco Bank Inc.261,577$14.80M0.5%-2.8%0.013%
1/17/2025 Hudson Capital Management LLC82,131$4.65M1.4%-7.4%0.004%
1/17/2025 Janney Montgomery Scott LLC954,727$54.00M0.1%+29.5%0.047%
1/17/2025 Bartlett & CO. Wealth Management LLC166,703$9.43M0.1%-3.4%0.008%
1/17/2025 Sharp Financial Services LLC4,650$263K0.2%-19.1%0.000%
1/17/2025 Park Place Capital Corp12,763$722K0.2%-4.5%0.001%
1/17/2025 Janney Capital Management LLC40,518$2.29M0.2%-11.3%0.002%
1/17/2025 Magnus Financial Group LLC7,814$442K0.0%+28.4%0.000%
1/17/2025 Daymark Wealth Partners LLC77,964$4.41M0.1%+0.8%0.004%
1/17/2025 Albion Financial Group UT1,849$105K0.0%+54.1%0.000%
1/17/2025 Viking Fund Management LLC218,700$12.37M1.9%+133.7%0.011%
1/17/2025 Global Trust Asset Management LLC1,801$102K0.0%+50.0%0.000%
1/17/2025 Advisory Alpha LLC8,638$489K0.0%-11.6%0.000%
1/17/2025 Missouri Trust & Investment Co1,030$58K0.0%+347.8%0.000%
1/17/2025 Dakota Wealth Management260,293$14.72M0.3%+377.4%0.013%
1/17/2025 Bourne Lent Asset Management Inc.147,691$8.35M3.2%-6.0%0.007%
1/17/2025 Eads & Heald Wealth Management19,323$1.09M0.5%+2.7%0.001%
1/17/2025 XML Financial LLC75,068$4.25M0.4%+0.8%0.004%
1/17/2025 Nisa Investment Advisors LLC545,533$30.86M0.1%-1.7%0.027%
1/17/2025 Genesis Private Wealth LLC5,271$298K0.2%N/A0.000%
1/17/2025 Simon Quick Advisors LLC9,031$511K0.0%+32.2%0.000%
1/17/2025 Aspire Private Capital LLC7,642$432K0.1%+24.5%0.000%
1/17/2025 Howard Capital Management Group LLC3,455$195K0.0%N/A0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH2,573,521$145.56M0.9%+0.7%0.127%
1/17/2025 Atomi Financial Group Inc.12,768$722K0.0%+78.0%0.001%
1/17/2025 Chesley Taft & Associates LLC5,653$320K0.0%+7.7%0.000%
1/17/2025 Clear Harbor Asset Management LLC24,180$1.37M0.1%-5.9%0.001%
1/17/2025 Perpetual Ltd25,912$1.47M0.0%+7.0%0.001%
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1/16/2025 First United Bank & Trust7,543$427K0.2%-15.7%0.000%
1/16/2025 Lmcg Investments LLC5,673$321K0.0%-20.0%0.000%
1/16/2025 Legal Advantage Investments Inc.3,891$220K0.1%N/A0.000%
1/16/2025 Aspiriant LLC7,572$428K0.0%-6.4%0.000%
1/16/2025 ARS Investment Partners LLC21,685$1.23M0.1%+2.4%0.001%
1/16/2025 Crossmark Global Holdings Inc.190,814$10.79M0.2%+3.0%0.009%
1/16/2025 Royal Fund Management LLC55,533$3.17M0.3%-4.3%0.003%
1/16/2025 Chesapeake Wealth Management7,620$431K0.1%-9.9%0.000%
1/16/2025 Ballentine Partners LLC40,553$2.29M0.0%+3.9%0.002%
1/16/2025 Atwood & Palmer Inc.11,728$663K0.0%-12.0%0.001%
1/16/2025 Pure Financial Advisors LLC7,808$442K0.0%+48.2%0.000%
1/16/2025 Tudor Financial Inc.6,561$371K0.2%+35.7%0.000%
1/16/2025 New Hampshire Trust10,095$571K0.1%-1.8%0.000%
1/16/2025 Koshinski Asset Management Inc.26,262$1.49M0.0%-1.2%0.001%
1/16/2025 Priebe Wealth Holdings LLC3,677$208K0.1%N/A0.000%
1/16/2025 Sky Investment Group LLC19,828$1.12M0.2%+7.4%0.001%
1/16/2025 Harbor Investment Advisory LLC13,101$741K0.1%-13.6%0.001%
1/16/2025 LaFleur & Godfrey LLC43,551$2.46M0.3%+3.5%0.002%
1/16/2025 Zhang Financial LLC5,826$330K0.0%+42.3%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB8,687$491K0.0%+4.0%0.000%
1/16/2025 Corundum Group Inc.43,534$2.46M0.9%+67.8%0.002%
1/16/2025 BigSur Wealth Management LLC23,900$1.35M0.4%-55.4%0.001%
1/16/2025 UMB Bank n.a.205,457$11.62M0.2%+178.2%0.010%
1/16/2025 M.E. Allison & CO. Inc.7,410$419K0.5%N/A0.000%
1/16/2025 Thrive Wealth Management LLC5,643$319K0.1%+28.3%0.000%
1/16/2025 Mechanics Bank Trust Department57,154$3.23M0.4%-6.1%0.003%
1/16/2025 Diversify Advisory Services LLC10,368$579K0.0%-7.0%0.001%
1/16/2025 Pine Haven Investment Counsel Inc4,161$235K0.2%-4.6%0.000%
1/16/2025 Diversify Wealth Management LLC14,123$788K0.1%+10.0%0.001%
1/16/2025 LVW Advisors LLC10,052$569K0.1%-13.5%0.000%
1/16/2025 Gilman Hill Asset Management LLC218,237$12.34M2.1%-6.0%0.011%
1/16/2025 City Holding Co.11,683$661K0.1%-13.4%0.001%
1/16/2025 Annex Advisory Services LLC6,796$384K0.0%+6.0%0.000%
1/16/2025 Grove Bank & Trust18,550$1.05M0.1%+14.9%0.001%
1/16/2025 Brady Martz Wealth Solutions LLC4,291$239K0.1%N/A0.000%
1/16/2025 Romano Brothers AND Company74,348$4.21M0.5%-8.4%0.004%
1/16/2025 Clarius Group LLC15,541$879K0.1%+10.0%0.001%
1/15/2025 Aaron Wealth Advisors LLC90,400$5.11M0.6%+2.5%0.004%
1/15/2025 Sandy Cove Advisors LLC3,824$216K0.1%N/A0.000%
1/15/2025 Wealth Alliance Advisory Group LLC17,269$977K0.2%-2.1%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC5,295$299K0.0%+30.6%0.000%
1/15/2025 Riversedge Advisors LLC5,632$319K0.1%+11.5%0.000%
1/15/2025 Udine Wealth Management Inc.36,356$2.06M1.3%+1.3%0.002%
1/15/2025 Smith Salley Wealth Management9,296$526K0.0%-2.8%0.000%
1/15/2025 Jackson Square Capital LLC24,206$1.37M0.3%N/A0.001%
1/15/2025 Triangle Securities Wealth Management16,767$948K0.2%-8.2%0.001%
1/15/2025 Krilogy Financial LLC10,085$570K0.0%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC15,807$894K0.0%+9.4%0.001%
1/15/2025 HB Wealth Management LLC73,542$4.16M0.0%+17.6%0.004%
1/15/2025 Trust Co. of Vermont45,051$2.55M0.1%+14.2%0.002%
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1/15/2025 Westend Capital Management LLC668$38K0.0%N/A0.000%
1/15/2025 Premier Path Wealth Partners LLC33,388$1.89M0.3%+5.9%0.002%
1/15/2025 Cohen Klingenstein LLC47,559$2.69M0.1%-30.6%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.33,748$1.91M0.1%-4.5%0.002%
1/15/2025 Integrated Investment Consultants LLC352,410$19.93M0.4%+4.2%0.017%
1/15/2025 Arkadios Wealth Advisors151,419$8.56M0.5%+9.4%0.007%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH4,823$273K0.1%+12.0%0.000%
1/15/2025 Selective Wealth Management Inc.5,712$318K0.1%-27.1%0.000%
1/15/2025 Brooklyn Investment Group16,068$909K0.3%+95.9%0.001%
1/15/2025 Sax Wealth Advisors LLC6,036$341K0.0%-25.5%0.000%
(Data available from 1/1/2016 forward)

BMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMY shares?

During the previous two years, 2,647 institutional investors and hedge funds held shares of Bristol-Myers Squibb. The most heavily invested institutionals were BlackRock Inc. ($11.04B), Vanguard Group Inc. ($10.09B), State Street Corp ($4.81B), Capital International Investors ($3.81B), Charles Schwab Investment Management Inc. ($3.16B), FMR LLC ($2.33B), and Geode Capital Management LLC ($2.23B).Learn more on BMY's institutional investors.

What percentage of Bristol-Myers Squibb stock is owned by institutional investors?

76.41% of Bristol-Myers Squibb stock is owned by institutional investors. Learn more on BMY's institutional investor holdings.

Which institutional investors have been buying Bristol-Myers Squibb stock?

Of the 2,119 institutional investors that purchased Bristol-Myers Squibb stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($659.03M), Norges Bank ($30.41M), Capital International Investors ($16.55M), Pzena Investment Management LLC ($10.53M), M&G Plc ($9.75M), Van ECK Associates Corp ($9.59M), and Boston Partners ($7.91M).

How much institutional buying is happening at Bristol-Myers Squibb?

Institutional investors have bought a total of 959,677,380 shares in the last 24 months. This purchase volume represents approximately $59.29B in transactions.

Which Bristol-Myers Squibb major shareholders have been selling company stock?

Of the 1,909 institutional investors that sold Bristol-Myers Squibb stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($16.09M), Victory Capital Management Inc. ($15.36M), FMR LLC ($13.53M), Franklin Resources Inc. ($8.17M), Capital International Investors ($7.89M), Boston Partners ($7.69M), and Nordea Investment Management AB ($5.70M).

How much institutional selling is happening at Bristol-Myers Squibb?

Institutional investors have sold a total of 239,908,110 shares in the last 24 months. This volume of shares sold represents approximately $13.93B in transactions.



This page (NYSE:BMY) was last updated on 1/21/2025 by MarketBeat.com Staff
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