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Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$45.32 +0.50 (+1.10%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$45.24 -0.08 (-0.18%)
As of 08/7/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
1694
Total
Institutional Inflows
(last 12 months)
$15.75B
Number of
Institutional Sellers
(last 12 months)
1376
Total
Institutional Outflows
(last 12 months)
$8.20B
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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
8/7/2025Alpha Cubed Investments LLC16,638$770K0.0%+7.0%0.001%
8/7/2025Allworth Financial LP111,801$5.18M0.0%+37.4%0.005%
8/7/2025Addison Advisors LLC3,740$173K0.0%-6.6%0.000%
8/7/2025Americana Partners LLC209,474$9.70M0.3%-2.3%0.010%
8/7/2025Hughes Financial Services LLC1,764$79K0.0%-11.3%0.000%
8/7/2025Illinois Municipal Retirement Fund699,138$32.36M0.4%-9.6%0.034%
8/7/2025Davis R M Inc.4,326$200K0.0%-42.4%0.000%
8/7/2025Fidelis Capital Partners LLC21,778$976K0.1%-5.3%0.001%
8/7/2025ProShare Advisors LLC392,668$18.18M0.0%+10.4%0.019%
8/7/2025Profund Advisors LLC33,201$1.54M0.1%-2.8%0.002%
8/7/2025Summit X LLC36,246$1.68M0.3%-3.4%0.002%
8/7/2025King Luther Capital Management Corp536,588$24.84M0.1%+115.2%0.026%
8/7/2025SFE Investment Counsel25,840$1.20M0.2%-31.7%0.001%
8/7/2025Zions Bancorporation National Association UT6,487$300K0.0%-96.2%0.000%
8/7/2025Pinnacle Wealth Management Advisory Group LLC17,824$825K0.1%-14.8%0.001%
8/7/2025Summit Asset Management LLC6,660$308K0.1%-31.3%0.000%
8/7/2025Midwest Trust Co122,509$5.67M0.1%N/A0.006%
8/7/2025Acadian Asset Management LLC1,775,057$82.16M0.2%+958.5%0.087%
8/7/2025CSM Advisors LLC382,329$17.70M0.5%N/A0.019%
8/7/2025Sound View Wealth Advisors Group LLC307,849$14.25M1.1%+438.0%0.015%
8/7/2025Rathbones Group PLC30,234$1.40M0.0%-2.0%0.001%
8/7/2025Campbell & CO Investment Adviser LLC42,998$1.99M0.1%N/A0.002%
8/7/2025Delta Financial Advisors LLC18,105$838K0.3%-3.7%0.001%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.4,257,031$197.06M0.2%+8.7%0.209%
8/7/2025Parkside Financial Bank & Trust25,933$1.20M0.1%+43.0%0.001%
8/7/2025Aviva PLC1,532,152$70.92M0.1%+8.1%0.075%
8/7/2025Los Angeles Capital Management LLC988,613$45.76M0.2%-58.8%0.049%
8/6/2025 Prospera Financial Services Inc53,997$2.50M0.0%-16.1%0.003%
8/6/2025 RWA Wealth Partners LLC72,161$3.34M0.0%+27.3%0.004%
8/6/2025 AGF Management Ltd.587,740$27.21M0.1%+1.4%0.029%
8/6/2025 Van Cleef Asset Management Inc12,246$567K0.1%-10.5%0.001%
8/6/2025 AE Wealth Management LLC253,305$11.73M0.1%+271.1%0.012%
8/6/2025 Stokes Family Office LLC37,373$1.73M0.2%+2.7%0.002%
8/6/2025 Garrison Point Advisors LLC14,006$648K0.3%-15.3%0.001%
8/6/2025 Paradigm Asset Management Co. LLC31,008$1.44M0.4%-21.3%0.002%
8/6/2025 Mark Sheptoff Financial Planning LLC1,000$46K0.0%+233.3%0.000%
8/6/2025 Metis Global Partners LLC115,606$5.35M0.1%-5.8%0.006%
8/6/2025 Quadrant Private Wealth Management LLC12,578$582K0.1%-8.9%0.001%
8/6/2025 KCM Investment Advisors LLC20,883$967K0.0%-1.3%0.001%
8/6/2025 Marco Investment Management LLC29,451$1.36M0.1%-4.2%0.001%
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8/6/2025 Rialto Wealth Management LLC768$36K0.0%-47.7%0.000%
8/6/2025 Kinsale Capital Group Inc.149,777$6.93M1.4%+13.4%0.007%
8/6/2025 Wedbush Securities Inc.56,957$2.64M0.1%+2.4%0.003%
8/6/2025 Chancellor Financial Group WB LP8,458$392K0.3%+32.0%0.000%
8/6/2025 Carnegie Lake Advisors LLC22,867$1.06M0.4%-4.0%0.001%
8/6/2025 Rovin Capital UT ADV9,526$441K0.1%-13.0%0.000%
8/6/2025 Harvest Portfolios Group Inc.1,132,369$52.42M1.2%+14.9%0.056%
8/6/2025 Vestmark Advisory Solutions Inc.6,420$297K0.0%-53.4%0.000%
8/6/2025 Ipsen Advisor Group LLC10,212$473K0.4%+8.1%0.001%
8/6/2025 Bryn Mawr Trust Advisors LLC4,685$217K0.0%-38.8%0.000%
8/6/2025 Pekin Hardy Strauss Inc.30,962$1.43M0.2%+1.8%0.002%
8/6/2025 Savant Capital LLC65,659$3.04M0.0%-32.1%0.003%
8/6/2025 Excalibur Management Corp31,681$1.47M0.6%-3.2%0.002%
8/6/2025 Texas Yale Capital Corp.8,050$373K0.0%-11.0%0.000%
8/6/2025 OneAscent Wealth Management LLC6,354$294K0.1%+7.0%0.000%
8/6/2025 Modera Wealth Management LLC25,658$1.19M0.0%-2.4%0.001%
8/6/2025 Twin Capital Management Inc.109,439$5.07M0.5%+0.8%0.005%
8/6/2025 Souders Financial Advisors7,828$362K0.0%+14.6%0.000%
8/6/2025 Achmea Investment Management B.V.869,050$40.23M0.5%+30.5%0.043%
8/6/2025 Commonwealth Equity Services LLC1,170,983$54.21M0.1%-9.1%0.058%
8/6/2025 SouthState Corp26,924$1.25M0.1%-5.9%0.001%
8/6/2025 Sienna Gestion164,188$6.94M0.5%+9.6%0.008%
8/6/2025 Andra AP fonden712,909$33.00M0.5%+534.8%0.035%
8/6/2025 Resona Asset Management Co. Ltd.737,131$34.13M0.2%+6.2%0.036%
8/6/2025 Atlantic Union Bankshares Corp239,963$11.11M0.3%+62.4%0.012%
8/6/2025 Cornercap Investment Counsel Inc.38,356$1.78M0.9%-2.3%0.002%
8/6/2025 First Horizon Advisors Inc.472,974$21.89M0.6%+6.0%0.023%
8/6/2025 Moors & Cabot Inc.73,949$3.42M0.2%-4.7%0.004%
8/6/2025 AR Asset Management Inc.74,774$3.46M0.8%+25.1%0.004%
8/6/2025 Simmons Bank45,309$2.10M0.1%+5.4%0.002%
8/5/2025 GPS Wealth Strategies Group LLC4,500$208K0.0%+8.2%0.000%
8/5/2025 Main Street Research LLC14,607$676K0.0%-10.1%0.001%
8/5/2025 Ellevest Inc.5,106$236K0.0%-20.8%0.000%
8/5/2025 Commonwealth Retirement Investments LLC59,183$2.74M1.0%+24.6%0.003%
8/5/2025 Crestwood Advisors Group LLC13,666$633K0.0%-12.3%0.001%
8/5/2025 Homestead Advisers Corp964,189$44.63M1.1%+0.4%0.047%
8/5/2025 Claro Advisors LLC16,159$748K0.1%-28.3%0.001%
8/5/2025 Tufton Capital Management73,506$3.40M0.6%-5.9%0.004%
8/5/2025 Magnolia Capital Advisors LLC4,491$208K0.1%+12.9%0.000%
8/5/2025 Prosperity Consulting Group LLC7,838$363K0.0%-4.4%0.000%
8/5/2025 Code Waechter LLC12,873$596K0.4%+57.4%0.001%
8/5/2025 Huntington National Bank153,831$7.12M0.0%-3.1%0.008%
8/5/2025 Hussman Strategic Advisors Inc.21,000$972K0.2%N/A0.001%
8/5/2025 Obermeyer Wealth Partners12,531$580K0.0%-4.3%0.001%
8/5/2025 Bridgewater Advisors Inc.6,738$316K0.0%-15.4%0.000%
8/5/2025 Bank of New York Mellon Corp20,861,369$965.67M0.2%-22.3%1.025%
8/5/2025 Freestone Capital Holdings LLC19,488$902K0.0%+24.7%0.001%
8/5/2025 Wellington Shields Capital Management LLC5,486$254K0.0%+5.2%0.000%
8/5/2025 Machina Capital S.A.S.58,036$2.69M0.6%N/A0.003%
8/5/2025 Verity Asset Management Inc.19,688$911K0.4%-47.0%0.001%
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8/5/2025 Hunter Associates Investment Management LLC17,236$800K0.1%-6.2%0.001%
8/5/2025 Westside Investment Management Inc.5,811$270K0.1%-24.6%0.000%
8/5/2025 Bank of Montreal Can2,328,855$107.80M0.1%-11.7%0.114%
8/5/2025 Intellectus Partners LLC26,272$1.22M0.3%-2.5%0.001%
8/5/2025 Benchmark Financial Wealth Advisors LLC24,500$1.13M0.4%+8.6%0.001%
8/5/2025 Burney Co.10,792$500K0.0%-12.7%0.001%
8/5/2025 Telos Capital Management Inc.113,451$5.25M0.5%+3.4%0.006%
8/5/2025 Sigma Planning Corp73,498$3.40M0.1%+10.3%0.004%
8/5/2025 State of Michigan Retirement System608,733$28.18M0.1%-0.7%0.030%
8/5/2025 iA Global Asset Management Inc.131,333$6.08M0.1%+50.8%0.006%
(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, 2,798 institutional investors and hedge funds held shares of Bristol Myers Squibb. The most heavily invested institutionals were Vanguard Group Inc. ($11.67B), BlackRock Inc. ($11.04B), State Street Corp ($4.81B), Charles Schwab Investment Management Inc. ($3.70B), Capital International Investors ($2.59B), Geode Capital Management LLC ($2.51B), and Norges Bank ($1.99B).Learn more on Bristol Myers Squibb's institutional investors.

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

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

Which institutional investors have been buying Bristol Myers Squibb's stock?

Of the 2,245 institutional investors that purchased Bristol Myers Squibb's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($65.59M), Wellington Management Group LLP ($23.58M), Capital International Investors ($19.77M), Ameriprise Financial Inc. ($12.08M), GQG Partners LLC ($12.02M), Pzena Investment Management LLC ($11.42M), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($10.91M).

How much institutional buying is happening at Bristol Myers Squibb?

Institutional investors have bought a total of 277,572,560 shares in the last 24 months. This purchase volume represents approximately $15.58B in transactions.

Which of Bristol Myers Squibb's major shareholders have been selling company stock?

Of the 1,362 institutional investors that sold Bristol Myers Squibb's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($14.45M), FMR LLC ($13.83M), Two Sigma Advisers LP ($9.50M), Bank of New York Mellon Corp ($6.00M), Adage Capital Partners GP L.L.C. ($5.82M), Jennison Associates LLC ($5.79M), and Two Sigma Investments LP ($4.64M).

How much institutional selling is happening at Bristol Myers Squibb?

Institutional investors have sold a total of 154,040,079 shares in the last 24 months. This volume of shares sold represents approximately $8.34B in transactions.



This page (NYSE:BMY) was last updated on 8/8/2025 by MarketBeat.com Staff
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