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Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$57.63 -0.40 (-0.69%)
Closing price 03:59 PM Eastern
Extended Trading
$57.65 +0.02 (+0.04%)
As of 05:50 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)
1637
Total
Institutional Inflows
(last 12 months)
$15.74B
Number of
Institutional Sellers
(last 12 months)
1388
Total
Institutional Outflows
(last 12 months)
$9.63B
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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
5/27/2026Westshore 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%
5/22/2026 Summitry LLC7,574$459K0.0%+14.4%0.000%
5/22/2026 Groupama Asset Managment20,410$1.24M0.0%-27.9%0.001%
5/22/2026 WNY Asset Management LLC13,024$790K0.1%N/A0.001%
5/22/2026 Verus Capital Partners LLC16,842$1.02M0.1%-30.1%0.001%
5/21/2026 Raab & Moskowitz Asset Management LLC16,565$1.01M0.2%-13.5%0.001%
5/21/2026 Essential Partners LLC18,498$1.12M0.4%+12.5%0.001%
5/21/2026 Vestor Capital LLC174,257$10.57M0.8%N/A0.009%
5/21/2026 J. Derek Lewis & Associates Inc.10,411$631K0.1%+30.1%0.001%
5/20/2026 SOA Wealth Advisors LLC.4,597$279K0.0%-14.4%0.000%
5/19/2026 Western Wealth Management LLC22,129$1.34M0.0%-1.1%0.001%
5/19/2026 Eley Financial Management Inc35,252$2.10M0.7%-1.9%0.002%
5/19/2026 Orographic Financial Advisors LLC51,374$3.12M2.2%N/A0.003%
5/19/2026 Royal Fund Management LLC62,903$3.82M0.4%+4.0%0.003%
5/19/2026 Hamilton Wealth LLC262,236$15.91M1.1%+151.0%0.013%
5/19/2026 Twin Lakes Capital Management LLC4,731$287K0.1%-6.0%0.000%
5/19/2026 Edgestream Partners L.P.154,427$9.37M0.3%N/A0.008%
5/19/2026 Kentucky Retirement Systems135,941$8.25M0.3%+6.2%0.007%
5/19/2026 Janus Henderson Group PLC912,926$55.37M0.0%-6.2%0.045%
5/19/2026 Centaurus Financial Inc.19,494$1.18M0.1%+95.4%0.001%
5/19/2026 Bull Harbor Capital LLC61,320$3.72M1.0%N/A0.003%
5/19/2026 Strategic Investment Advisors MI1,658$101K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors299,224$18.15M0.3%+2.9%0.015%
5/19/2026 South Dakota Investment Council176,867$10.73M0.2%-49.1%0.009%
5/19/2026 Smith Group Asset Management LLC13,850$840K0.0%N/A0.001%
5/19/2026 Opal Capital LLC22,664$1.38M0.2%N/A0.001%
5/18/2026 ADAR1 Capital Management LLC17,500$1.06M0.1%-12.5%0.001%
5/18/2026 Sunbelt Securities Inc.12,988$788K0.0%-2.4%0.001%
5/18/2026 Amundi6,673,998$404.78M0.1%+10.7%0.327%
5/18/2026 EverSource Wealth Advisors LLC36,170$2.19M0.1%+25.3%0.002%
5/18/2026 California State Teachers Retirement System3,317,201$201.19M0.2%-2.3%0.162%
5/18/2026 Resources Management Corp CT ADV27,575$1.67M0.2%-0.8%0.001%
5/18/2026 Richwood Investment Advisors LLC10,597$643K0.5%-3.7%0.001%
5/18/2026 Eley Financial Management Inc35,252$2.10M0.7%-1.9%0.002%
5/18/2026 Empowered Funds LLC344,513$20.90M0.1%-38.0%0.017%
5/18/2026 Evercore Wealth Management LLC21,571$1.31M0.0%-3.3%0.001%
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5/16/2026 The Manufacturers Life Insurance Company 1,766,418$107.13M0.1%+15.8%0.087%
5/16/2026 KCM Investment Advisors LLC22,809$1.38M0.0%+9.3%0.001%
5/16/2026 Glen Eagle Advisors LLC5,400$328K0.0%-6.3%0.000%
5/16/2026 Quantinno Capital Management LP875,068$53.07M0.1%+24.2%0.043%
5/16/2026 SummitTX Capital L.P.139,670$8.47M0.3%+176.2%0.007%
5/16/2026 Lazard Asset Management LLC1,924,036$116.69M0.2%+23.7%0.094%
5/16/2026 Family Manage LLC20,881$1.27M0.2%-66.0%0.001%
5/16/2026 Orbimed Advisors LLC925,000$56.10M1.0%+19.4%0.045%
5/15/2026 Intelligence Driven Advisers LLC5,205$316K0.1%+18.9%0.000%
5/15/2026 Gateway Wealth Partners LLC8,986$545K0.0%N/A0.000%
5/15/2026 Quadcap Wealth Management LLC18,578$1.13M0.1%+58.1%0.001%
5/15/2026 Weiss Asset Management LP38,094$2.31M0.0%N/A0.002%
5/15/2026 Cypress Capital Group79,197$4.80M0.5%+4.8%0.004%
5/15/2026 OMERS ADMINISTRATION Corp155,447$9.43M0.1%+24.8%0.008%
5/15/2026 44 Wealth Management LLC44,227$2.68M0.9%-23.9%0.002%
5/15/2026 Van Diest Capital LLC5,808$352K0.3%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT38,778$2.35M0.0%+0.8%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA83,569$5.07M0.2%+29.2%0.004%
5/15/2026 Aristotle Atlantic Partners LLC18,600$1.13M0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC85,970$5.21M0.0%+49.6%0.004%
5/15/2026 Wealth Alliance LLC19,036$1.16M0.1%-3.0%0.001%
5/15/2026 Epoch Investment Partners Inc.1,228,074$74.48M0.5%+4.7%0.060%
5/15/2026 Entropy Technologies LP98,252$5.96M0.3%-62.7%0.005%
5/15/2026 Cannell & Spears LLC242,592$14.71M0.3%-3.6%0.012%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund367,310$22.28M0.0%+356.4%0.018%
5/14/2026 Dai ichi Life Insurance Company Ltd94,663$5.74M0.2%-20.4%0.005%
5/14/2026 Renaissance Technologies LLC977,051$59.26M0.1%-58.5%0.048%
5/14/2026 Bollard Group LLC115,000$6.98M0.2%-8.9%0.006%
5/14/2026 Gabelli Funds LLC263,780$16.00M0.1%-10.3%0.013%
5/14/2026 Gamco Investors INC. ET AL87,058$5.28M0.1%-7.8%0.004%
5/14/2026 Hilltop Holdings Inc.25,193$1.53M0.1%-53.3%0.001%
5/14/2026 Morningstar Investment Management LLC60,529$3.67M0.2%+4.8%0.003%
5/14/2026 GC Wealth Management RIA LLC38,097$2.31M0.1%+388.5%0.002%
5/14/2026 Public Employees Retirement System of Ohio853,951$51.79M0.2%+3.0%0.042%
5/14/2026 Compound Planning Inc.81,491$4.94M0.2%+244.8%0.004%
5/14/2026 Klingman & Associates LLC4,114$250K0.0%+8.1%0.000%
5/14/2026 Modern Wealth Management LLC22,795$1.41M0.0%+11.9%0.001%
5/14/2026 Keebeck Wealth Management15,805$959K0.1%+25.4%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership8,872,779$538.13M0.3%-48.4%0.434%
5/14/2026 Oak Associates Ltd. OH131,790$7.99M0.5%N/A0.006%
5/14/2026 Knott David M Jr13,622$826K0.5%-38.1%0.001%
5/14/2026 Bowen Hanes & Co. Inc.16,445$997K0.0%+63.7%0.001%
5/14/2026 Bank of Nova Scotia752,756$45.66M0.1%-6.3%0.037%
5/14/2026 Gibbs Wealth Management26,915$1.63M0.2%+107.9%0.001%
5/14/2026 Sei Investments Co.2,199,004$133.37M0.1%+8.2%0.108%
5/14/2026 Keynote Financial Services LLC32,025$1.94M1.0%-0.8%0.002%
5/14/2026 Davis R M Inc.4,245$257K0.0%N/A0.000%
5/14/2026 State of Wyoming3,365$204K0.0%-59.9%0.000%
5/13/2026 Aureus Asset Management LLC3,689$224K0.0%-81.3%0.000%
5/13/2026 Prestige Wealth Management Group LLC22,896$1.39M0.3%-3.3%0.001%
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5/13/2026 KCM Capital Inc65,800$3.99M0.6%N/A0.003%
5/13/2026 Measured Wealth Private Client Group LLC25,075$1.52M0.4%+302.3%0.001%
5/13/2026 Signature Equity Partners LLC5,039$306K0.2%+264.1%0.000%
5/13/2026 NewEdge Wealth LLC15,813$959K0.0%-38.2%0.001%
5/13/2026 Arvest Bank Trust Division13,793$837K0.0%+5.7%0.001%
5/13/2026 First Citizens Bank & Trust Co.84,620$5.13M0.1%+5.2%0.004%
5/13/2026 CI Investments Inc.96,295$5.84M0.0%-5.9%0.005%
5/13/2026 First Trust Advisors LP5,534,556$335.67M0.2%+4.6%0.271%
5/12/2026 Westpac Banking Corp192,545$11.68M0.8%-4.5%0.009%
5/12/2026 Millennium Capital Advisors LLC3,710$225K0.1%N/A0.000%


BMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,820 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 314,578,414 shares in the last 24 months. This purchase volume represents approximately $15.74B in transactions.

Of the 1,388 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 197,262,460 shares in the last 24 months. This volume of shares sold represents approximately $9.63B in transactions.



This page (NYSE:BMY) was last updated on 5/27/2026 by MarketBeat.com Staff.
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