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Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$62.05 +0.54 (+0.87%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$62.03 -0.02 (-0.03%)
As of 07/24/2026 07:34 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 Massive. 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)
1591
Total
Institutional Inflows
(last 12 months)
$15.27B
Number of
Institutional Sellers
(last 12 months)
1332
Total
Institutional Outflows
(last 12 months)
$9.49B
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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
7/10/2026 Bank & Trust Co20,387$1.18M0.7%+1.0%0.001%
7/10/2026 Wedge Capital Management L L P NC528,057$30.43M0.5%+7.1%0.026%
7/10/2026 Abound Wealth Management1,791$103K0.0%-16.4%0.000%
7/10/2026 Annex Advisory Services LLC5,373$310K0.0%+7.7%0.000%
7/10/2026 Family Wealth Partners LLC6,383$368K0.1%-17.4%0.000%
7/10/2026 Tema ETFs LLC164,530$9.48M0.3%+6.4%0.008%
7/10/2026 West Branch Capital LLC2,350$135K0.0%-14.5%0.000%
7/10/2026 Canvas Wealth Advisors LLC4,554$262K0.0%+18.9%0.000%
7/10/2026 Fiduciary Financial Group LLC7,846$452K0.1%+2.8%0.000%
7/10/2026 Partnership Wealth Management LLC31,356$1.81M1.2%+2.5%0.002%
7/10/2026 Kentucky Trust Co12,378$713K0.3%+7.9%0.001%
7/10/2026 Handelsbanken Fonder AB910,107$52.44M0.1%-32.9%0.045%
7/10/2026 City Holding Co.14,061$810K0.1%-7.9%0.001%
7/10/2026 Charles Schwab Trust Co3,775$218K0.0%+11.9%0.000%
7/10/2026 Carolina Wealth Advisors LLC56,312$3.25M1.3%-1.5%0.003%
7/10/2026 Redhawk Wealth Advisors Inc.17,209$992K0.1%+319.6%0.001%
7/10/2026 Sage Capital Advisors llc87,958$5.07M1.1%+1.1%0.004%
7/10/2026 Alliance Private Wealth LLC15,897$916K0.3%-6.5%0.001%
7/10/2026 Fulton Bank N.A.10,505$605K0.0%+20.8%0.001%
7/10/2026 Wealthcare Advisory Partners LLC35,230$2.03M0.0%-18.1%0.002%
7/9/2026 Franklin Street Advisors Inc. NC5,417$312K0.0%-4.4%0.000%
7/9/2026 Sapient Capital LLC37,372$2.15M0.0%+1.0%0.002%
7/9/2026 Next Level Private LLC73,247$4.22M0.8%+12.4%0.004%
7/9/2026 Focus Financial Network Inc.3,539$204K0.0%-17.7%0.000%
7/9/2026 Pettinga Financial Advisors LLC10,279$592K0.1%-5.5%0.001%
7/9/2026 Allied Private Wealth LLC2,399$138K0.1%N/A0.000%
7/9/2026 Birchbrook Inc.885$51K0.0%-94.5%0.000%
7/9/2026 Roan Capital Partners4,589$264K0.2%+5.0%0.000%
7/9/2026 Everhart Financial Group Inc.21,040$1.21M0.1%-5.9%0.001%
7/9/2026 Sax Wealth Advisors LLC6,662$404K0.0%-9.3%0.000%
7/9/2026 Everpar Advisors LLC8,874$511K0.1%-7.3%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.18,045$1.04M0.0%-2.4%0.001%
7/9/2026 Breakwater Capital Group3,651$210K0.0%-12.2%0.000%
7/9/2026 Valeo Financial Advisors LLC29,784$1.72M0.0%+2.6%0.001%
7/8/2026 MRA Advisory Group23,652$1.36M0.5%N/A0.001%
7/8/2026 Gradient Investments LLC5,854$337K0.0%-5.9%0.000%
7/8/2026 Platt Investment Counsel LLC8,525$491K0.3%N/A0.000%
7/8/2026 Rockland Trust Co.146,933$8.47M0.3%-17.2%0.007%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,607$150K0.1%+65.0%0.000%
7/8/2026 Foresight Capital Management Advisors Inc.48,144$2.77M1.3%+32.4%0.002%
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7/8/2026 Chesley Taft & Associates LLC4,835$279K0.0%-10.4%0.000%
7/8/2026 Trust Point Inc.13,912$802K0.1%+51.8%0.001%
7/8/2026 LifeGoal Investments LLC5,618$324K0.1%-17.7%0.000%
7/8/2026 Cooper Financial Group12,387$714K0.1%-25.1%0.001%
7/8/2026 Brave Asset Management Inc.4,800$277K0.1%-6.6%0.000%
7/8/2026 Castle Rock Wealth Management LLC47,869$2.70M0.5%+3.2%0.002%
7/8/2026 Elevation Wealth Partners LLC1,417$82K0.0%+22.5%0.000%
7/8/2026 Czech National Bank581,252$33.49M0.2%+4.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab545,224$31.42M0.3%+7.6%0.027%
7/8/2026 Assenagon Asset Management S.A.124,569$7.18M0.0%+95.6%0.006%
7/8/2026 Westmount Partners LLC10,185$587K0.1%-1.8%0.000%
7/8/2026 Clark Asset Management LLC3,726$215K0.0%+9.0%0.000%
7/7/2026 180 Wealth Advisors LLC15,760$908K0.1%-1.3%0.001%
7/7/2026 Bill Few Associates Inc.11,876$684K0.1%+23.3%0.001%
7/7/2026 Foster Group Inc.4,281$247K0.0%+5.5%0.000%
7/7/2026 Mechanics Bank Trust Department19,485$1.12M0.1%-26.4%0.001%
7/7/2026 M.E. Allison & CO. Inc.8,318$479K0.3%-5.6%0.000%
7/7/2026 Balefire LLC18,299$1.05M0.2%+2.0%0.001%
7/7/2026 Dynamic Advisor Solutions LLC25,162$1.45M0.0%-1.8%0.001%
7/7/2026 GK Wealth Management LLC5,429$313K0.2%N/A0.000%
7/7/2026 BDF Gestion35,222$2.13M0.3%-10.1%0.002%
7/7/2026 GAMMA Investing LLC52,327$3.02M0.1%-2.9%0.003%
7/7/2026 Grant Private Wealth Management Inc10,096$582K0.2%+14.4%0.000%
7/7/2026 Avior Wealth Management LLC6,183$356K0.0%+7.1%0.000%
7/7/2026 Arlington Partners LLC4,854$280K0.5%+22.1%0.000%
7/7/2026 Greenfield Savings Bank32,823$1.89M0.7%-1.7%0.002%
7/7/2026 Central Pacific Bank Trust Division12,054$695K0.1%-7.2%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.23,502$1.35M0.1%N/A0.001%
7/7/2026 Sandy Cove Advisors LLC3,932$227K0.1%+4.7%0.000%
7/7/2026 Arlington Trust Co LLC610$35K0.0%N/A0.000%
7/7/2026 Grove Bank & Trust22,434$1.29M0.1%+18.7%0.001%
7/7/2026 CoreCap Advisors LLC24,801$1.43M0.0%+4.4%0.001%
7/6/2026 Boltwood Capital Management6,937$400K0.1%+16.3%0.000%
7/6/2026 Trilogy Capital Inc.5,935$342K0.0%+5.0%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB8,419$485K0.0%-2.3%0.000%
7/2/2026 Versant Capital Management Inc73,361$4.23M0.4%-6.8%0.004%
7/2/2026 Hilltop National Bank6,422$370K0.1%-31.1%0.000%
7/2/2026 CX Institutional263,596$15.19M0.4%+4.9%0.013%
7/2/2026 First County Bank CT 7,016$404K0.2%-7.1%0.000%
7/1/2026 Eastern Bank27,740$1.60M0.0%-14.6%0.001%
6/25/2026Hamilton Wealth LLC87,412$5.30M1.0%-16.3%0.004%
6/24/2026Basecamp Wealth Advisors LLC6,462$392K0.1%+13.8%0.000%
6/24/2026Redwood Investment Management LLC14,098$855K0.1%-13.8%0.001%
6/22/2026 Sapient Capital LLC37,008$2.25M0.0%-8.9%0.002%
6/18/2026Western Wealth Management LLC22,129$1.34M0.0%-1.1%0.001%
6/18/2026Pacer Advisors Inc.7,928,098$480.84M0.8%-5.4%0.388%
6/10/2026FAS Wealth Partners Inc.12,355$749K0.0%+2.1%0.001%
6/9/2026 Rathbones Group PLC31,740$1.93M0.0%-1.3%0.002%
6/8/2026Farmers National Bank10,462$635K0.1%-2.8%0.001%
6/3/2026Parallel Advisors LLC30,078$1.82M0.0%+6.6%0.001%
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6/3/2026NewEdge Advisors LLC226,056$13.71M0.0%+12.9%0.011%
6/1/2026Caerus Investment Advisors LLC23,217$1.41M0.6%-31.5%0.001%
6/1/2026First Nebraska Trust Co10,907$662K0.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC6,608$401K0.2%-8.7%0.000%
6/1/2026Integrated Investment Consultants LLC15,841$961K0.2%+1.8%0.001%
6/1/2026Keel Point LLC7,738$469K0.0%-23.8%0.000%
5/29/2026 Ramiah Investment Group4,008$243K0.2%-4.8%0.000%
5/28/2026Blue Fin Capital Inc.5,245$318K0.1%-23.5%0.000%
5/27/2026Westshore Wealth LLC7,860$477K0.2%N/A0.000%
5/27/2026Birmingham Capital Management Co. Inc. AL15,941$967K0.4%-1.2%0.001%


BMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,800 institutional investors and hedge funds held shares of Bristol Myers Squibb. The most heavily invested institutionals were Vanguard Group Inc. ($10.72B), State Street Corp ($5.29B), Charles Schwab Investment Management Inc. ($3.85B), Geode Capital Management LLC ($2.84B), Norges Bank ($1.95B), FMR LLC ($1.76B), and Ameriprise Financial Inc. ($1.46B).Learn more on Bristol Myers Squibb's institutional investors.

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

Of the 2,374 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 ($104.85M), Wellington Management Group LLP ($23.58M), AQR Capital Management LLC ($22.22M), Arrowstreet Capital Limited Partnership ($15.05M), Ameriprise Financial Inc. ($12.51M), Charles Schwab Investment Management Inc. ($12.47M), and GQG Partners LLC ($12.02M).

Institutional investors have bought a total of 304,554,245 shares in the last 24 months. This purchase volume represents approximately $15.27B in transactions.

Of the 1,332 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: Capital International Investors ($45.17M), Wellington Management Group LLP ($18.90M), Bank of New York Mellon Corp ($11.40M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($11.27M), Arrowstreet Capital Limited Partnership ($8.32M), Federated Hermes Inc. ($7.80M), and Boston Partners ($7.57M).

Institutional investors have sold a total of 194,128,848 shares in the last 24 months. This volume of shares sold represents approximately $9.49B in transactions.



This page (NYSE:BMY) was last updated on 7/26/2026 by MarketBeat.com Staff.
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