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Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$44.00 -0.68 (-1.51%)
Closing price 03:59 PM Eastern
Extended Trading
$43.84 -0.16 (-0.37%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bristol Myers Squibb (NYSE:BMY)

Current
Institutional Ownership
Percentage
76.41%
Number of
Institutional Buyers
(last 12 months)
1745
Total
Institutional Inflows
(last 12 months)
$19.67B
Number of
Institutional Sellers
(last 12 months)
1422
Total
Institutional Outflows
(last 12 months)
$9.64B
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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
10/10/2025Douglas Lane & Associates LLC1,539,425$69.43M1.0%-1.6%0.076%
10/10/2025Trust Point Inc.7,545$340K0.0%-4.9%0.000%
10/10/2025Wedge Capital Management L L P NC585,716$26.42M0.4%-4.6%0.029%
10/10/2025Brown Lisle Cummings Inc.20,898$943K0.2%+10.0%0.001%
10/10/2025Flputnam Investment Management Co.186,301$8.40M0.1%+52.5%0.009%
10/10/2025Viking Fund Management LLC321,000$14.48M1.7%+0.7%0.016%
10/10/2025Falcon Wealth Planning5,816$262K0.0%N/A0.000%
10/10/2025Cyndeo Wealth Partners LLC8,217$371K0.0%-4.0%0.000%
10/10/2025Fairvoy Private Wealth LLC7,199$325K0.1%-5.5%0.000%
10/10/2025Quotient Wealth Partners LLC7,782$351K0.0%-18.5%0.000%
10/10/2025Castleview Partners LLC74,038$3.34M1.8%+6.6%0.004%
10/10/2025Perpetual Ltd30,179$1.36M0.0%+69.2%0.001%
10/10/2025Focus Financial Network Inc.5,154$232K0.0%+7.0%0.000%
10/10/2025KMG Fiduciary Partners LLC42,558$1.92M0.1%+2.9%0.002%
10/10/2025Signal Advisors Wealth LLC11,981$540K0.0%-58.9%0.001%
10/10/2025Fiduciary Financial Group LLC8,262$373K0.1%+14.9%0.000%
10/9/2025Bartlett & CO. Wealth Management LLC152,604$6.88M0.1%-2.0%0.007%
10/9/2025Independence Bank of Kentucky11,642$525K0.1%+14.5%0.001%
10/9/2025Baker Tilly Wealth Management LLC6,528$294K0.1%+10.8%0.000%
10/9/2025AdvisorNet Financial Inc36,843$1.66M0.1%-1.3%0.002%
10/9/2025L. Roy Papp & Associates LLP8,176$369K0.0%-5.8%0.000%
10/9/2025IVC Wealth Advisors LLC5,222$236K0.1%-5.1%0.000%
10/9/2025Toth Financial Advisory Corp68,284$3.08M0.3%-16.3%0.003%
10/9/2025LVM Capital Management Ltd. MI12,774$576K0.1%-7.3%0.001%
10/9/2025Newman Dignan & Sheerar Inc.17,411$785K0.2%-3.3%0.001%
10/9/2025Adams Asset Advisors LLC121,058$5.46M0.7%-2.7%0.006%
10/9/2025Sky Investment Group LLC19,090$861K0.1%-14.5%0.001%
10/9/2025Princeton Global Asset Management LLC1,843$83K0.0%+118.6%0.000%
10/9/2025Franklin Street Advisors Inc. NC467,160$21.07M1.2%-1.2%0.023%
10/9/2025U.S. Capital Wealth Advisors LLC28,202$1.27M0.0%-62.9%0.001%
10/9/2025Voya Investment Management LLC900,952$40.63M0.0%-9.6%0.044%
10/9/2025Dynamic Advisor Solutions LLC30,762$1.39M0.0%+1.6%0.002%
10/9/2025Chapin Davis Inc.29,665$1.34M0.3%+4.3%0.001%
10/9/2025Contravisory Investment Management Inc.2,954$133K0.0%-97.8%0.000%
10/9/2025First Financial Corp IN9,142$412K0.2%-6.2%0.000%
10/9/2025Park Edge Advisors LLC14,400$649K0.1%-2.6%0.001%
10/9/2025Riversedge Advisors LLC8,171$369K0.1%+61.3%0.000%
10/8/2025 First County Bank CT 9,684$437K0.2%-19.4%0.000%
10/8/2025 FCG Investment Co13,493$609K0.3%+34.6%0.001%
10/8/2025 Hedges Asset Management LLC18,575$838K0.6%+8.6%0.001%
10/8/2025 Fiduciary Alliance LLC13,630$615K0.0%+3.6%0.001%
10/8/2025 Partnership Wealth Management LLC37,903$1.71M1.3%+31.8%0.002%
10/8/2025 OLD Point Trust & Financial Services N A17,351$783K0.3%+6.4%0.001%
10/8/2025 Legacy Private Trust Co.9,145$412K0.0%-5.9%0.000%
10/8/2025 Wedmont Private Capital13,668$610K0.0%-5.3%0.001%
10/8/2025 Czech National Bank516,959$23.32M0.2%+3.9%0.025%
10/8/2025 Balefire LLC20,867$941K0.2%+7.1%0.001%
10/8/2025 Keystone Financial Planning Inc.164,013$7.40M2.1%+1.1%0.008%
10/7/2025 Cooper Financial Group11,888$536K0.1%-8.8%0.001%
10/7/2025 Montecito Bank & Trust12,565$567K0.1%N/A0.001%
10/7/2025 Lbmc Investment Advisors LLC7,358$332K0.0%+5.4%0.000%
10/7/2025 Acropolis Investment Management LLC28,924$1.34M0.1%+9.3%0.001%
10/7/2025 Woodstock Corp38,766$1.75M0.2%-16.5%0.002%
10/7/2025 Lynch & Associates IN11,351$512K0.1%-18.8%0.001%
10/7/2025 Ransom Advisory Ltd12,026$542K0.2%-9.8%0.001%
10/7/2025 ST Germain D J Co. Inc.20,396$920K0.0%-5.4%0.001%
10/7/2025 Grant Private Wealth Management Inc6,356$287K0.2%N/A0.000%
10/7/2025 Canandaigua National Bank & Trust Co.30,214$1.36M0.1%-4.8%0.001%
10/7/2025 1620 Investment Advisors Inc.18,310$826K0.6%+29.8%0.001%
10/7/2025 Sage Capital Advisors llc87,191$3.93M0.9%+2.3%0.004%
10/7/2025 Assenagon Asset Management S.A.63,939$2.88M0.0%-0.4%0.003%
10/7/2025 Carolina Wealth Advisors LLC1,248$56K0.0%N/A0.000%
10/7/2025 Salem Investment Counselors Inc.21,936$989K0.0%-2.3%0.001%
10/7/2025 Quintet Private Bank Europe S.A.57,000$2.57M0.1%+8.9%0.003%
10/7/2025 Union Bancaire Privee UBP SA14,144$638K0.0%+150.6%0.001%
10/7/2025 Sanders Morris Harris LLC17,607$794K0.1%+193.5%0.001%
10/7/2025 Mirador Capital Partners LP48,205$2.17M0.3%-0.9%0.002%
10/7/2025 Thrive Wealth Management LLC4,460$201K0.0%-16.6%0.000%
10/6/2025 Moody National Bank Trust Division35,136$1.59M0.1%+2.2%0.002%
10/6/2025 Old Port Advisors37,069$1.67M0.4%-1.3%0.002%
10/6/2025 Steph & Co.5,093$230K0.1%-52.1%0.000%
10/6/2025 Gradient Investments LLC6,387$288K0.0%+18.7%0.000%
10/6/2025 Heartwood Wealth Advisors LLC1,899$86K0.0%N/A0.000%
10/6/2025 TruWealth Advisors LLC241,575$10.90M0.6%-3.2%0.012%
10/6/2025 PPS&V Asset Management Consultants Inc.5,203$235K0.1%-11.9%0.000%
10/6/2025 Boltwood Capital Management5,410$244K0.1%-4.1%0.000%
10/6/2025 Grove Bank & Trust18,078$815K0.1%-7.4%0.001%
10/6/2025 New England Research & Management Inc.26,661$1.20M0.6%-9.8%0.001%
10/6/2025 Venture Visionary Partners LLC53,075$2.39M0.1%-11.9%0.003%
10/6/2025 Greenfield Savings Bank32,235$1.45M0.6%+5.8%0.002%
10/3/2025 Dominguez Wealth Management Solutions Inc.22,219$1.00M0.6%+1.2%0.001%
10/3/2025 Iowa State Bank48,882$2.21M0.4%-0.7%0.002%
10/3/2025 Summit Financial Wealth Advisors LLC11,057$524K0.1%-15.2%0.001%
10/3/2025 Aaron Wealth Advisors LLC96,044$4.33M0.3%+7.6%0.005%
10/3/2025 Shorepoint Capital Partners LLC67,705$3.05M0.6%N/A0.003%
10/2/2025 InvesTrust41,319$1.86M0.7%+0.8%0.002%
10/2/2025 Central Pacific Bank Trust Division15,074$680K0.1%-8.5%0.001%
10/2/2025 GAMMA Investing LLC38,215$1.72M0.1%-5.7%0.002%
10/2/2025 Capital Asset Advisory Services LLC57,365$2.59M0.1%+21.9%0.003%
10/1/2025 Park National Corp OH19,178$865K0.0%-5.5%0.001%
10/1/2025 First Financial Bank Trust Division10,356$467K0.0%-4.3%0.001%
10/1/2025 Farmers Trust Co.6,261$282K0.0%+7.4%0.000%
9/30/2025Cullen Capital Management LLC1,261,070$58.38M0.7%+12.7%0.062%
9/29/2025 Summit Financial Wealth Advisors LLC13,040$604K0.1%+8.3%0.001%
9/26/2025Corient Private Wealth LLC512,446$23.72M0.0%-4.2%0.025%
9/25/2025National Wealth Management Group LLC8,859$410K0.2%+4.5%0.000%
9/25/2025CacheTech Inc.11,914$551K0.1%N/A0.001%
9/25/2025Adams Wealth Management11,914$551K0.1%N/A0.001%
9/24/2025Texas Permanent School Fund Corp142,808$6.61M0.1%-39.0%0.007%
9/22/2025Caldwell Trust Co36,629$1.70M0.2%N/A0.002%
(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, 2,796 institutional investors and hedge funds held shares of Bristol Myers Squibb. The most heavily invested institutionals were Vanguard Group Inc. ($9.02B), State Street Corp ($4.39B), Charles Schwab Investment Management Inc. ($3.28B), Capital International Investors ($2.59B), Geode Capital Management LLC ($2.13B), FMR LLC ($1.76B), and Northern Trust Corp ($1.58B).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 2,259 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 ($99.16M), Wellington Management Group LLP ($23.58M), Charles Schwab Investment Management Inc. ($12.61M), Ameriprise Financial Inc. ($12.51M), GQG Partners LLC ($12.02M), Capital International Investors ($11.89M), and Pzena Investment Management LLC ($11.42M).

How much institutional buying is happening at Bristol Myers Squibb?

Institutional investors have bought a total of 365,304,877 shares in the last 24 months. This purchase volume represents approximately $19.67B in transactions.

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

Of the 1,420 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), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($11.27M), Two Sigma Advisers LP ($9.50M), Federated Hermes Inc. ($8.89M), Adage Capital Partners GP L.L.C. ($7.57M), and Boston Partners ($7.55M).

How much institutional selling is happening at Bristol Myers Squibb?

Institutional investors have sold a total of 180,996,332 shares in the last 24 months. This volume of shares sold represents approximately $9.64B in transactions.



This page (NYSE:BMY) was last updated on 10/10/2025 by MarketBeat.com Staff
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