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Bristol-Myers Squibb (BMY) Institutional Ownership

Bristol-Myers Squibb logo
$50.21 +0.99 (+2.01%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
76.41%
Number of
Institutional Buyers
(last 12 months)
1610
Total
Institutional Inflows
(last 12 months)
$14.14B
Number of
Institutional Sellers
(last 12 months)
1276
Total
Institutional Outflows
(last 12 months)
$7.69B
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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
4/30/2025MJP Associates Inc. ADV3,943$240K0.0%N/A0.000%
4/30/2025Cerity Partners LLC913,691$55.73M0.1%+1.2%0.045%
4/30/2025Hara Capital LLC8,367$510K0.3%-19.0%0.000%
4/30/2025Peoples Bank OH5,419$331K0.2%-5.1%0.000%
4/30/2025Code Waechter LLC8,181$499K0.4%N/A0.000%
4/30/2025Telos Capital Management Inc.109,712$6.69M0.7%-0.6%0.005%
4/30/2025Alps Advisors Inc.409,412$24.97M0.1%-5.7%0.020%
4/30/2025Allworth Financial LP81,386$4.96M0.0%+4.6%0.004%
4/30/2025CFO4Life Group LLC4,672$285K0.0%+7.4%0.000%
4/30/2025Leavell Investment Management Inc.40,031$2.44M0.1%+2.6%0.002%
4/30/2025Quotient Wealth Partners LLC12,317$751K0.0%+42.4%0.001%
4/30/2025Main Street Research LLC16,250$991K0.1%+6.5%0.001%
4/30/2025First Interstate Bank53,541$3.27M0.2%-3.8%0.003%
4/30/2025Nisa Investment Advisors LLC543,428$33.14M0.2%-0.4%0.027%
4/30/2025Van Cleef Asset Management Inc13,685$835K0.1%-6.7%0.001%
4/30/2025Moloney Securities Asset Management LLC16,033$978K0.1%+1.6%0.001%
4/30/2025LBP AM SA423,719$25.84M0.4%-3.5%0.021%
4/30/2025Axxcess Wealth Management LLC64,930$3.96M0.1%-5.3%0.003%
4/30/2025New Mexico Educational Retirement Board94,734$5.78M0.2%-2.0%0.005%
4/30/2025Court Place Advisors LLC11,324$691K0.2%-8.4%0.001%
4/30/2025Rehmann Capital Advisory Group34,328$2.09M0.1%+12.5%0.002%
4/30/2025Slagle Financial LLC14,513$885K0.4%-11.1%0.001%
4/30/2025Chemung Canal Trust Co.40,152$2.45M0.5%-1.9%0.002%
4/30/2025Cornerstone Planning Group LLC1,131$69K0.0%+43.7%0.000%
4/30/2025First National Bank & Trust Co. of Newtown27,541$1.68M0.4%+3.5%0.001%
4/30/2025Linden Thomas Advisory Services LLC26,742$1.63M0.2%+2.4%0.001%
4/30/2025Greenleaf Trust31,179$1.90M0.0%+3.3%0.002%
4/30/2025Flossbach Von Storch SE11,465$699K0.0%N/A0.001%
4/30/2025DekaBank Deutsche Girozentrale3,894,388$232.26M0.5%+3.0%0.191%
4/30/2025Personal CFO Solutions LLC33,139$2.02M0.4%-12.7%0.002%
4/30/2025M&T Bank Corp836,263$51.00M0.2%-5.5%0.041%
4/30/2025Stratos Wealth Partners LTD.204,083$12.45M0.2%-6.3%0.010%
4/30/2025Stratos Wealth Advisors LLC21,644$1.32M0.1%-2.5%0.001%
4/30/2025Stratos Investment Management LLC33,806$2.06M0.1%+22.9%0.002%
4/30/2025NTV Asset Management LLC31,544$1.92M0.3%-3.1%0.002%
4/30/2025Sigma Investment Counselors Inc.33,038$2.02M0.1%-7.2%0.002%
4/30/2025Brown Advisory Inc.221,045$13.48M0.0%-1.5%0.011%
4/30/2025Harbour Investment Management LLC29,620$1.81M0.8%-0.8%0.001%
4/30/2025Alpha Cubed Investments LLC15,556$949K0.0%N/A0.001%
4/30/2025Davidson Investment Advisors300,366$18.32M0.9%+3.1%0.015%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

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4/30/2025Gibraltar Capital Management Inc.118,355$7.22M1.6%+1.3%0.006%
4/30/2025Crossmark Global Holdings Inc.216,452$13.20M0.2%+13.4%0.011%
4/29/2025Centennial Bank AR 10,784$658K0.3%+2.9%0.001%
4/29/2025U.S. Capital Wealth Advisors LLC28,730$1.75M0.1%-28.6%0.001%
4/29/2025Richard Bernstein Advisors LLC75,530$4.61M0.1%-3.9%0.004%
4/29/2025Brass Tax Wealth Management Inc.14,554$888K0.2%+3.4%0.001%
4/29/2025Financial Counselors Inc.126,429$7.71M0.1%-4.6%0.006%
4/29/2025Raleigh Capital Management Inc.32,458$1.98M0.9%-17.7%0.002%
4/29/2025Callan Capital LLC6,813$416K0.0%+6.8%0.000%
4/29/2025TD Private Client Wealth LLC81,015$4.94M0.1%-4.1%0.004%
4/29/2025Capital Advisors Inc. OK12,340$753K0.0%-1.8%0.001%
4/29/2025Heritage Wealth Management Inc.7,835$478K0.2%-4.3%0.000%
4/29/2025Envestnet Asset Management Inc.3,233,587$197.22M0.1%-8.4%0.159%
4/29/2025Hexagon Capital Partners LLC17,841$1.09M0.2%+3.3%0.001%
4/29/2025Chilton Capital Management LLC22,811$1.39M0.1%-6.8%0.001%
4/29/2025Argentarii LLC9,755$595K0.3%+122.0%0.000%
4/29/2025Compass Wealth Management LLC3,698$226K0.1%+68.2%0.000%
4/29/2025Viewpoint Capital Management LLC33,737$2.06M1.1%+1.8%0.002%
4/29/2025Burke & Herbert Bank & Trust Co.15,131$923K0.2%+8.4%0.001%
4/29/2025Quattro Financial Advisors LLC25,000$1.53M0.5%-16.7%0.001%
4/29/2025Concurrent Investment Advisors LLC76,874$4.69M0.1%+117.3%0.004%
4/29/2025VAUGHAN & Co SECURITIES INC.11,706$714K0.4%-27.0%0.001%
4/29/2025Braun Stacey Associates Inc.347,283$21.18M0.9%-0.4%0.017%
4/29/2025Simmons Bank42,992$2.62M0.2%+10.9%0.002%
4/29/2025HM Payson & Co.92,714$5.66M0.1%-5.3%0.005%
4/29/2025DT Investment Partners LLC18,195$1.11M0.1%-15.9%0.001%
4/29/2025Bank of New York Mellon Corp26,865,073$1.64B0.3%+8.6%1.320%
4/29/2025World Investment Advisors58,879$3.59M0.1%+5.7%0.003%
4/29/2025Wayfinding Financial LLC3,383$206K0.1%N/A0.000%
4/29/2025Olde Wealth Management LLC1,762$107K0.0%N/A0.000%
4/29/2025Truist Financial Corp1,578,323$96.26M0.2%-1.2%0.078%
4/29/2025Capital Investment Advisory Services LLC14,914$910K0.1%+10.4%0.001%
4/29/2025Impax Asset Management Group plc131,431$8.02M0.0%-11.3%0.006%
4/29/2025Argyle Capital Management LLC68,747$4.19M1.6%+2.0%0.003%
4/29/2025Strategic Blueprint LLC12,249$747K0.0%-3.4%0.001%
4/29/2025Brookstone Capital Management38,769$2.36M0.0%-79.2%0.002%
4/29/2025Kintegral Advisory LLC84,367$5.15M0.8%-32.9%0.004%
4/29/2025Nichols & Pratt Advisers LLP MA12,145$741K0.1%-3.2%0.001%
4/29/2025Harel Insurance Investments & Financial Services Ltd.504$31K0.0%N/A0.000%
4/29/2025IFM Investors Pty Ltd435,849$26.58M0.3%+9.4%0.021%
4/29/2025OneDigital Investment Advisors LLC41,285$2.52M0.0%-5.0%0.002%
4/29/202544 Wealth Management LLC59,991$3.66M1.4%-1.7%0.003%
4/29/2025Avantax Planning Partners Inc.56,877$3.47M0.1%-10.2%0.003%
4/29/2025 Silver Oak Securities Incorporated6,414$385K0.0%-8.3%0.000%
4/29/2025Calamos Wealth Management LLC7,067$431K0.0%-36.5%0.000%
4/29/2025Calamos Advisors LLC107,005$6.53M0.0%-82.9%0.005%
4/29/2025Aviance Capital Partners LLC36,704$2.24M0.3%+1.9%0.002%
4/29/2025Moody Aldrich Partners LLC4,955$302K0.1%N/A0.000%
4/29/2025Conning Inc.595,727$36.33M1.3%-8.3%0.029%
4/29/2025 Aurora Private Wealth Inc.99,019$6.04M1.5%N/A0.005%
M.A.G.A. is Finished – This Could be even Better (Ad)

You’ve no doubt heard Trump’s rally cry: Make America Great Again. But recently the President made a big change. Make America Wealthy Again (M.A.W.A).

When you see what could happen – I think you’ll be excited.
4/29/2025Davidson Trust Co.14,064$858K0.4%+10.1%0.001%
4/29/2025Onyx Bridge Wealth Group LLC12,949$790K0.1%-18.2%0.001%
4/29/2025 Goelzer Investment Management Inc.124,721$7.61M0.4%-1.3%0.006%
4/29/2025Checchi Capital Advisers LLC13,114$800K0.0%+8.9%0.001%
4/28/2025 North Capital Inc.1,101$67K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.382,245$23.31M0.2%-1.0%0.019%
4/28/2025 Principal Financial Group Inc.2,476,248$151.03M0.1%+1.3%0.122%
4/28/2025 Xcel Wealth Management LLC21,732$1.33M0.4%+46.6%0.001%
4/28/2025 Mutual Advisors LLC68,897$4.20M0.1%+24.4%0.003%
4/28/2025 Oregon Public Employees Retirement Fund174,297$10.63M0.2%+0.2%0.009%
(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, 2,837 institutional investors and hedge funds held shares of Bristol-Myers Squibb. The most heavily invested institutionals were BlackRock Inc. ($11.04B), Vanguard Group Inc. ($10.74B), State Street Corp ($4.81B), Charles Schwab Investment Management Inc. ($3.41B), Capital International Investors ($2.59B), Geode Capital Management LLC ($2.51B), and Norges Bank ($1.99B).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 2,287 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 ($659.08M), Norges Bank ($65.59M), Capital International Investors ($19.77M), Ameriprise Financial Inc. ($14.45M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($10.91M), Pzena Investment Management LLC ($10.53M), and M&G Plc ($9.75M).

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

Institutional investors have bought a total of 1,079,827,024 shares in the last 24 months. This purchase volume represents approximately $65.68B in transactions.

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

Of the 1,959 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: FMR LLC ($27.36M), Vanguard Group Inc. ($16.09M), Victory Capital Management Inc. ($15.45M), Price T Rowe Associates Inc. MD ($12.71M), Two Sigma Advisers LP ($9.50M), Capital International Investors ($7.89M), and Boston Partners ($7.69M).

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

Institutional investors have sold a total of 290,501,160 shares in the last 24 months. This volume of shares sold represents approximately $16.41B in transactions.



This page (NYSE:BMY) was last updated on 4/30/2025 by MarketBeat.com Staff
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