Go Pro

Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$56.70 -1.43 (-2.46%)
Closing price 03:59 PM Eastern
Extended Trading
$56.84 +0.14 (+0.26%)
As of 07:59 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)
1636
Total
Institutional Inflows
(last 12 months)
$15.69B
Number of
Institutional Sellers
(last 12 months)
1390
Total
Institutional Outflows
(last 12 months)
$9.64B
Get BMY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bristol Myers Squibb stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/6/2026Boltwood Capital Management6,937$400K0.1%+16.3%0.000%
7/6/2026Trilogy 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%
6/22/2026Sapient 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%
6/9/2026Rathbones 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%
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%
5/29/2026Ramiah 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%
5/26/2026Glenmede Trust Co. NA1,135,862$68.89M0.3%-0.1%0.056%
5/26/2026Summit Financial Wealth Advisors LLC13,050$791K0.1%+13.5%0.001%
5/26/2026Axiom Investment Management LLC1,387$84K0.1%N/A0.000%
5/22/2026Summitry LLC7,574$459K0.0%+14.4%0.000%
5/22/2026Groupama Asset Managment20,410$1.24M0.0%-27.9%0.001%
5/22/2026WNY Asset Management LLC13,024$790K0.1%N/A0.001%
5/22/2026Verus Capital Partners LLC16,842$1.02M0.1%-30.1%0.001%
5/21/2026Raab & Moskowitz Asset Management LLC16,565$1.01M0.2%-13.5%0.001%
5/21/2026Essential Partners LLC18,498$1.12M0.4%+12.5%0.001%
5/21/2026Vestor Capital LLC174,257$10.57M0.8%N/A0.009%
5/21/2026J. Derek Lewis & Associates Inc.10,411$631K0.1%+30.1%0.001%
5/20/2026SOA Wealth Advisors LLC.4,597$279K0.0%-14.4%0.000%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
5/19/2026Western Wealth Management LLC22,129$1.34M0.0%-1.1%0.001%
5/19/2026Eley Financial Management Inc35,252$2.10M0.7%-1.9%0.002%
5/19/2026Orographic Financial Advisors LLC51,374$3.12M2.2%N/A0.003%
5/19/2026Royal Fund Management LLC62,903$3.82M0.4%+4.0%0.003%
5/19/2026Hamilton Wealth LLC262,236$15.91M1.1%+151.0%0.013%
5/19/2026Twin Lakes Capital Management LLC4,731$287K0.1%-6.0%0.000%
5/19/2026Edgestream Partners L.P.154,427$9.37M0.3%N/A0.008%
5/19/2026Kentucky Retirement Systems135,941$8.25M0.3%+6.2%0.007%
5/19/2026Janus Henderson Group PLC912,926$55.37M0.0%-6.2%0.045%
5/19/2026Centaurus Financial Inc.19,494$1.18M0.1%+95.4%0.001%
5/19/2026Bull Harbor Capital LLC61,320$3.72M1.0%N/A0.003%
5/19/2026Strategic Investment Advisors MI1,658$101K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors299,224$18.15M0.3%+2.9%0.015%
5/19/2026South Dakota Investment Council176,867$10.73M0.2%-49.1%0.009%
5/19/2026Smith Group Asset Management LLC13,850$840K0.0%N/A0.001%
5/19/2026Opal Capital LLC22,664$1.38M0.2%N/A0.001%
5/18/2026ADAR1 Capital Management LLC17,500$1.06M0.1%-12.5%0.001%
5/18/2026Sunbelt Securities Inc.12,988$788K0.0%-2.4%0.001%
5/18/2026Amundi6,673,998$404.78M0.1%+10.7%0.327%
5/18/2026EverSource Wealth Advisors LLC36,170$2.19M0.1%+25.3%0.002%
5/18/2026California State Teachers Retirement System3,317,201$201.19M0.2%-2.3%0.162%
5/18/2026Resources Management Corp CT ADV27,575$1.67M0.2%-0.8%0.001%
5/18/2026Richwood Investment Advisors LLC10,597$643K0.5%-3.7%0.001%
5/18/2026Eley Financial Management Inc35,252$2.10M0.7%-1.9%0.002%
5/18/2026Empowered Funds LLC344,513$20.90M0.1%-38.0%0.017%
5/18/2026Evercore Wealth Management LLC21,571$1.31M0.0%-3.3%0.001%
5/16/2026The Manufacturers Life Insurance Company 1,766,418$107.13M0.1%+15.8%0.087%
5/16/2026KCM Investment Advisors LLC22,809$1.38M0.0%+9.3%0.001%
5/16/2026Glen Eagle Advisors LLC5,400$328K0.0%-6.3%0.000%
5/16/2026Quantinno Capital Management LP875,068$53.07M0.1%+24.2%0.043%
5/16/2026SummitTX Capital L.P.139,670$8.47M0.3%+176.2%0.007%
5/16/2026Lazard Asset Management LLC1,924,036$116.69M0.2%+23.7%0.094%
5/16/2026Family Manage LLC20,881$1.27M0.2%-66.0%0.001%
5/16/2026Orbimed Advisors LLC925,000$56.10M1.0%+19.4%0.045%
5/15/2026Intelligence Driven Advisers LLC5,205$316K0.1%+18.9%0.000%
5/15/2026Gateway Wealth Partners LLC8,986$545K0.0%N/A0.000%
5/15/2026Quadcap Wealth Management LLC18,578$1.13M0.1%+58.1%0.001%
5/15/2026Weiss Asset Management LP38,094$2.31M0.0%N/A0.002%
5/15/2026Cypress Capital Group79,197$4.80M0.5%+4.8%0.004%
5/15/2026OMERS ADMINISTRATION Corp155,447$9.43M0.1%+24.8%0.008%
5/15/202644 Wealth Management LLC44,227$2.68M0.9%-23.9%0.002%
5/15/2026Van Diest Capital LLC5,808$352K0.3%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT38,778$2.35M0.0%+0.8%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA83,569$5.07M0.2%+29.2%0.004%
5/15/2026Aristotle Atlantic Partners LLC18,600$1.13M0.1%N/A0.001%
5/15/2026Waverly Advisors LLC85,970$5.21M0.0%+49.6%0.004%
5/15/2026Wealth Alliance LLC19,036$1.16M0.1%-3.0%0.001%
5/15/2026Epoch Investment Partners Inc.1,228,074$74.48M0.5%+4.7%0.060%
5/15/2026Entropy Technologies LP98,252$5.96M0.3%-62.7%0.005%
5/15/2026Cannell & Spears LLC242,592$14.71M0.3%-3.6%0.012%
The Starlink of Energy (Ad)

A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big Tech and Washington policymakers. It can be trucked to a data center, military base, or industrial site and deliver reliable power for years without grid access. A key government milestone expected this August could bring significant visibility to this space. One small stock sits at the center of it.tc pixel

Read the full breakdown and see which stock to watch now
5/14/2026Healthcare of Ontario Pension Plan Trust Fund367,310$22.28M0.0%+356.4%0.018%
5/14/2026Dai ichi Life Insurance Company Ltd94,663$5.74M0.2%-20.4%0.005%
5/14/2026Renaissance Technologies LLC977,051$59.26M0.1%-58.5%0.048%
5/14/2026Bollard Group LLC115,000$6.98M0.2%-8.9%0.006%
5/14/2026Gabelli Funds LLC263,780$16.00M0.1%-10.3%0.013%
5/14/2026Gamco Investors INC. ET AL87,058$5.28M0.1%-7.8%0.004%
5/14/2026Hilltop Holdings Inc.25,193$1.53M0.1%-53.3%0.001%
5/14/2026Morningstar Investment Management LLC60,529$3.67M0.2%+4.8%0.003%
5/14/2026GC Wealth Management RIA LLC38,097$2.31M0.1%+388.5%0.002%
5/14/2026Public Employees Retirement System of Ohio853,951$51.79M0.2%+3.0%0.042%


BMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,822 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 2,391 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 313,678,950 shares in the last 24 months. This purchase volume represents approximately $15.69B in transactions.

Of the 1,390 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 197,502,621 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 7/6/2026 by MarketBeat.com Staff.
From Our Partners