Bristol-Myers Squibb (BMY) Institutional Ownership

$43.67
-0.37 (-0.84%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
76.41%
Number of
Institutional Buyers
(last 12 months)
1446
Total
Institutional Inflows
(last 12 months)
$51.76B
Number of
Institutional Sellers
(last 12 months)
1492
Total
Institutional Outflows
(last 12 months)
$8.80B
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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
5/8/2024US Bancorp DE2,367,660$128.40M0.2%-4.8%0.117%
5/8/2024SP Asset Management LLC5,516$299K0.0%-26.4%0.000%
5/8/2024Hohimer Wealth Management LLC23,554$1.28M0.3%-4.1%0.001%
5/8/2024Russell Investments Group Ltd.2,934,296$158.93M0.3%+31.5%0.145%
5/8/2024QRG Capital Management Inc.543,732$29.49M0.4%+15.4%0.027%
5/8/2024O Dell Group LLC6,631$360K0.1%-5.8%0.000%
5/8/2024Williams Jones Wealth Management LLC.40,831$2.21M0.0%-62.3%0.002%
5/8/2024Delta Financial Advisors LLC17,317$939K0.4%-3.7%0.001%
5/8/2024Thoroughbred Financial Services LLC9,452$512K0.0%-59.1%0.000%
5/8/2024Donoghue Forlines LLC14,484$785K0.2%+36.7%0.001%
5/7/2024Arnhold LLC356,693$19.34M2.0%+11.5%0.018%
5/7/2024Verus Capital Partners LLC7,592$412K0.0%+12.8%0.000%
5/7/2024Meeder Advisory Services Inc.20,878$1.13M0.1%+5.0%0.001%
5/7/2024Meeder Asset Management Inc.129,803$7.04M0.4%+98.6%0.006%
5/7/2024NorthRock Partners LLC5,782$314K0.0%-33.1%0.000%
5/7/2024Choate Investment Advisors45,063$2.44M0.1%-6.2%0.002%
5/7/2024Sfmg LLC29,467$1.60M0.1%-5.5%0.001%
5/7/2024Fiduciary Family Office LLC35,800$1.94M0.8%+108.3%0.002%
5/7/2024Abbrea Capital LLC5,245$284K0.0%-10.2%0.000%
5/7/2024Sei Investments Co.822,238$44.59M0.1%+26.6%0.041%
5/7/2024Chilton Capital Management LLC27,831$1.51M0.1%-3.5%0.001%
5/7/2024Stonebrook Private Inc.21,470$1.16M0.3%+1.2%0.001%
5/7/2024Concurrent Investment Advisors LLC26,903$1.46M0.1%+12.7%0.001%
5/7/2024Atomi Financial Group Inc.4,264$231K0.0%N/A0.000%
5/7/2024Keudell Morrison Wealth Management16,452$892K0.3%+50.4%0.001%
5/7/2024Reynders McVeigh Capital Management LLC19,845$1.08M0.1%-14.1%0.001%
5/7/2024Montag A & Associates Inc.20,999$1.14M0.1%+9.1%0.001%
5/7/2024TCI Wealth Advisors Inc.6,882$373K0.0%+6.2%0.000%
5/7/2024Keating Investment Counselors Inc.11,612$630K0.2%-42.0%0.001%
5/7/2024BOS Asset Management LLC4,640$252K0.1%-28.0%0.000%
5/7/2024KCM Investment Advisors LLC25,353$1.38M0.1%-51.3%0.001%
5/7/2024Smithfield Trust Co19,998$1.09M0.1%-5.0%0.001%
5/7/2024Swiss National Bank6,093,500$330.45M0.2%-6.7%0.301%
5/7/2024NTV Asset Management LLC33,706$1.83M0.3%+9.4%0.002%
5/7/2024Forsta AP Fonden548,400$29.74M0.3%+5.7%0.027%
5/7/2024Hyman Charles D200,289$10.86M0.6%-1.1%0.010%
5/7/2024Highland Capital Management LLC71,689$3.89M0.2%-1.0%0.004%
5/7/2024Illinois Municipal Retirement Fund605,138$32.82M0.5%-1.6%0.030%
5/7/2024Lipe & Dalton58,681$3.18M1.6%+0.8%0.003%
5/7/2024Capital Wealth Planning LLC14,440$783K0.0%-3.3%0.001%
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5/7/2024Benedetti & Gucer Inc.14,668$795K0.4%-24.6%0.001%
5/7/2024Gibraltar Capital Management Inc.110,072$5.97M2.8%+42.2%0.005%
5/7/2024Aull & Monroe Investment Management Corp15,621$847K0.4%-12.8%0.001%
5/7/2024Oppenheimer Asset Management Inc.356,691$19.34M0.3%-5.0%0.018%
5/7/2024PFG Advisors4,947$268K0.0%-12.4%0.000%
5/7/2024Oppenheimer & Co. Inc.218,849$11.87M0.2%+13.8%0.011%
5/7/2024Prospera Private Wealth LLC10,407$564K0.4%N/A0.001%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,492$786K0.0%+4.7%0.001%
5/7/2024Brooklyn Investment Group14,381$762K0.3%+72.0%0.001%
5/7/2024 Hilltop National Bank8,033$436K0.1%N/A0.000%
5/7/2024 Wealthspire Advisors LLC28,687$1.56M0.0%-19.0%0.001%
5/7/2024 Retirement Planning Co of New England Inc.10,216$554K0.3%-22.0%0.001%
5/7/2024 Metis Global Partners LLC117,000$6.35M0.2%-1.9%0.006%
5/7/2024 Empowered Funds LLC208,436$11.30M0.2%+20.7%0.010%
5/7/2024 AIA Group Ltd87,768$4.76M0.2%+56.8%0.004%
5/7/2024 Stokes Family Office LLC41,225$2.24M0.3%+1.9%0.002%
5/6/2024 LSV Asset Management8,532,241$462.70M1.0%-2.3%0.421%
5/6/2024 Envestnet Portfolio Solutions Inc.187,968$10.19M0.0%+35.6%0.009%
5/6/2024 Empirical Finance LLC77,242$4.19M0.3%+3.2%0.004%
5/6/2024 ORG Partners LLC1,294$69K0.1%-67.5%0.000%
5/6/2024 CFO4Life Group LLC4,300$233K0.0%N/A0.000%
5/6/2024 Advisory Services Network LLC119,423$6.48M0.1%+47.0%0.006%
5/6/2024 Manchester Capital Management LLC22,546$1.22M0.2%+1.8%0.001%
5/6/2024 Bard Financial Services Inc.57,265$3.11M0.3%-8.0%0.003%
5/6/2024 Advisory Alpha LLC10,048$545K0.0%+73.2%0.000%
5/6/2024 John G Ullman & Associates Inc.333,232$18.07M2.8%-7.6%0.016%
5/6/2024 Grandfield & Dodd LLC13,234$718K0.0%-6.4%0.001%
5/6/2024 Broderick Brian C13,267$719K0.2%+12.4%0.001%
5/6/2024 Hemenway Trust Co LLC3,835$208K0.0%-16.4%0.000%
5/6/2024 Texas Permanent School Fund Corp420,603$22.81M0.2%+0.1%0.021%
5/4/2024 Howland Capital Management LLC24,929$1.35M0.1%+1.5%0.001%
5/4/2024 SPC Financial Inc.7,168$389K0.0%-10.5%0.000%
5/4/2024 Essex LLC8,622$467K0.1%-7.7%0.000%
5/4/2024 9258 Wealth Management LLC20,198$1.10M0.2%-1.7%0.001%
5/4/2024 Valley Wealth Managers Inc.72,341$3.92M0.3%+11.7%0.004%
5/4/2024 WBI Investments LLC52,043$2.82M0.6%N/A0.003%
5/4/2024 Team Hewins LLC9,269$503K0.1%-3.3%0.000%
5/4/2024 Csenge Advisory Group9,484$514K0.0%+12.0%0.000%
5/3/2024 Signaturefd LLC98,606$5.35M0.1%-3.8%0.005%
5/3/2024 FDx Advisors Inc.5,493$298K0.0%-48.4%0.000%
5/3/2024 Gold Investment Management Ltd.13,841$751K0.3%+1.9%0.001%
5/3/2024 Avidian Wealth Solutions LLC6,369$345K0.0%+5.9%0.000%
5/3/2024 Mediolanum International Funds Ltd234,036$12.46M0.2%N/A0.012%
5/3/2024 Pzena Investment Management LLC12,293,913$666.70M2.3%+119.8%0.606%
5/3/2024 Callan Capital LLC5,718$310K0.0%N/A0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,431$240K0.0%N/A0.000%
5/3/2024 Rehmann Capital Advisory Group26,607$1.44M0.1%+13.1%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC1,145,887$62.14M0.2%-0.9%0.057%
5/3/2024 Commerce Bank526,732$28.57M0.2%+0.1%0.026%
5/3/2024 Wellington Shields Capital Management LLC7,400$401K0.1%-13.9%0.000%
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5/3/2024 Wellington Shields & Co. LLC35,233$1.91M0.6%-4.8%0.002%
5/3/2024 AA Financial Advisors LLC5,031$273K0.1%N/A0.000%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S34,997$1.90M0.0%-88.9%0.002%
5/3/2024 United Community Bank693$38K0.0%-93.9%0.000%
5/3/2024 CapWealth Advisors LLC9,615$521K0.1%-18.3%0.000%
5/3/2024 Comprehensive Financial Consultants Institutional Inc.18,202$987K0.4%+7.6%0.001%
5/3/2024 Liberty Wealth Management LLC4,217$229K0.0%N/A0.000%
5/3/2024 Central Pacific Bank Trust Division17,565$931K0.1%N/A0.001%
5/3/2024 Smith Salley Wealth Management15,347$832K0.1%+100.1%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.89,676$4.86M0.1%-2.2%0.004%
(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, 2,765 institutional investors and hedge funds held shares of Bristol-Myers Squibb. The most heavily invested institutionals were Vanguard Group Inc. ($11.59B), BlackRock Inc. ($11.04B), State Street Corp ($5.92B), Capital International Investors ($3.16B), FMR LLC ($2.50B), Geode Capital Management LLC ($2.49B), and Norges Bank ($1.56B).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 2,280 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 ($659.23M), Capital International Investors ($30.78M), Norges Bank ($30.41M), Boston Partners ($13.08M), Pzena Investment Management LLC ($9.16M), Van ECK Associates Corp ($7.63M), and Pacer Advisors Inc. ($6.66M).

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

Institutional investors have bought a total of 964,708,501 shares in the last 24 months. This purchase volume represents approximately $62.02B in transactions.

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

Of the 2,037 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: Victory Capital Management Inc. ($14.54M), FMR LLC ($13.53M), Wellington Management Group LLP ($12.19M), Franklin Resources Inc. ($9.78M), Price T Rowe Associates Inc. MD ($9.72M), Dodge & Cox ($8.73M), and Nordea Investment Management AB ($8.57M).

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

Institutional investors have sold a total of 279,741,922 shares in the last 24 months. This volume of shares sold represents approximately $18.42B in transactions.


This page (NYSE:BMY) was last updated on 5/8/2024 by MarketBeat.com Staff

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