Free Trial

Bristol Myers Squibb (BMY) Institutional Ownership

Bristol Myers Squibb logo
$56.56 -0.39 (-0.69%)
Closing price 05/6/2026 03:59 PM Eastern
Extended Trading
$56.55 -0.01 (-0.01%)
As of 05/6/2026 07:58 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)
1706
Total
Institutional Inflows
(last 12 months)
$18.79B
Number of
Institutional Sellers
(last 12 months)
1459
Total
Institutional Outflows
(last 12 months)
$10.14B
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
5/6/2026Aviance Capital Partners LLC33,804$2.05M0.2%-4.8%0.002%
5/6/2026Annis Gardner Whiting Capital Advisors LLC5,909$358K0.1%+54.1%0.000%
5/6/2026German American Bancorp Inc.5,711$346K0.0%N/A0.000%
5/6/2026California Public Employees Retirement System5,233,948$317.44M0.2%+2.4%0.256%
5/6/2026Clifford Swan Investment Counsel LLC301,465$18.28M0.6%-2.6%0.015%
5/6/2026Quadrant Private Wealth Management LLC12,163$738K0.1%+2.2%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC131,654$7.55M0.1%-2.2%0.006%
5/6/2026John G Ullman & Associates Inc.144,565$8.77M1.2%-3.6%0.007%
5/6/2026Kera Capital Partners Inc.11,538$700K0.1%+20.8%0.001%
5/6/2026Cornerstone Planning Group LLC801$46K0.0%+29.8%0.000%
5/6/2026Modera Wealth Management LLC19,624$1.19M0.0%-3.5%0.001%
5/6/2026Assetmark Inc.144,837$8.78M0.0%-14.6%0.007%
5/6/2026Angeles Wealth Management LLC20,951$1.27M0.1%+0.9%0.001%
5/6/2026Financiere des Professionnels Fonds d investissement inc.132,812$8.06M0.5%-3.8%0.007%
5/6/2026Bessemer Group Inc.70,632$4.28M0.0%+19.6%0.003%
5/6/2026 SteelPeak Wealth LLC26,709$1.62M0.0%-26.5%0.001%
5/6/2026 Allspring Global Investments Holdings LLC1,095,654$67.64M0.1%+5.5%0.054%
5/6/2026 Frisch Financial Group Inc.4,690$284K0.1%+10.5%0.000%
5/6/2026 Independent Financial Group LLC16,100$976K0.0%N/A0.001%
5/6/2026 Advantage Trust Co1,700$103K0.0%-18.0%0.000%
5/6/2026 Prosperity Consulting Group LLC7,757$470K0.0%-4.8%0.000%
5/6/2026 Frazier Financial Advisors LLC896$54K0.0%+303.6%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super328,003$19.89M0.3%N/A0.016%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co13,802$837K0.1%+5.0%0.001%
5/5/2026 Delta Financial Advisors LLC26,446$1.60M0.4%+1.6%0.001%
5/5/2026 Wealthfront Advisers LLC427,748$25.94M0.1%+20.5%0.021%
5/5/2026 D.A. Davidson & CO.302,594$18.35M0.1%+2.6%0.015%
5/5/2026 Beaumont Financial Advisors LLC8,702$528K0.0%-4.3%0.000%
5/5/2026 Twin Capital Management Inc.78,220$4.74M0.6%+0.3%0.004%
5/5/2026 Bank of New York Mellon Corp23,301,337$1.41B0.3%-4.9%1.141%
5/5/2026 Illinois Municipal Retirement Fund625,642$37.95M0.5%-12.2%0.031%
5/5/2026 Three Seasons Wealth LLC23,409$1.42M0.5%+44.8%0.001%
5/5/2026 Journey Advisory Group LLC16,941$1.01M0.1%-4.0%0.001%
5/5/2026 Providence Wealth Advisors LLC31,225$1.93M1.2%-3.8%0.002%
5/5/2026 Harmony Asset Management LLC3,390$206K0.1%N/A0.000%
5/5/2026 Geneos Wealth Management Inc.103,117$6.25M0.1%+13.0%0.005%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.9,100$552K0.0%N/A0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH9,097$552K0.1%+22.6%0.000%
5/5/2026 Ethos Financial Group LLC3,432$211K0.0%N/A0.000%
5/5/2026 Signet Financial Management LLC11,892$721K0.1%-3.8%0.001%
5/5/2026 SouthState Bank Corp22,204$1.35M0.1%-1.1%0.001%
5/5/2026 Opinicus Capital Inc.12,850$779K0.5%+9.8%0.001%
5/5/2026 Sanctuary Advisors LLC358,571$21.75M0.1%+5.7%0.018%
5/5/2026 Sigma Planning Corp77,418$4.70M0.1%-0.5%0.004%
5/5/2026 Cornerstone Advisory LLC6,436$390K0.0%+5.2%0.000%
5/5/2026 Cogent Strategic Wealth LLC5,348$324K0.3%+45.8%0.000%
5/5/2026 Mill Capital Management LLC42,868$2.60M0.2%-7.5%0.002%
5/5/2026 1ST Source Bank23,067$1.40M0.1%-5.0%0.001%
5/5/2026 Checchi Capital Advisers LLC10,869$659K0.0%+19.6%0.001%
5/5/2026 Nwam LLC22,690$1.38M0.1%+55.5%0.001%
5/5/2026 Maryland State Retirement & Pension System101,969$6.18M0.1%+0.8%0.005%
5/5/2026 Hillsdale Investment Management Inc.1,670$101K0.0%-92.6%0.000%
5/5/2026 Avantax Planning Partners Inc.67,047$4.07M0.1%-10.1%0.003%
5/4/2026 Calamos Wealth Management LLC8,629$523K0.0%+21.9%0.000%
5/4/2026 Calamos Advisors LLC8,629$523K0.0%N/A0.000%
5/4/2026 AMG National Trust Bank17,375$1.05M0.0%+11.9%0.001%
5/4/2026 Retirement Planning Group LLC6,497$394K0.0%+9.5%0.000%
5/4/2026 Legacy Capital Group California Inc.15,438$936K0.4%-25.0%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management82,927$5.03M0.1%+4.3%0.004%
5/4/2026 Bryn Mawr Trust Advisors LLC5,434$330K0.0%+4.2%0.000%
5/4/2026 Bleakley Financial Group LLC43,322$2.63M0.0%+29.9%0.002%
5/4/2026 HBW Advisory Services LLC3,967$241K0.0%-27.1%0.000%
5/4/2026 State of Michigan Retirement System589,933$35.78M0.2%-0.2%0.029%
5/4/2026 Citizens National Bank Trust Department26,374$1.60M0.3%+5.4%0.001%
5/4/2026 Chicago Partners Investment Group LLC64,146$3.77M0.1%+46.1%0.003%
5/4/2026 Y.D. More Investments Ltd1,846$112K0.0%-25.1%0.000%
5/4/2026 J. Safra Sarasin Holding AG16,016$970K0.0%-23.4%0.001%
5/4/2026 Procyon Advisors LLC18,187$1.10M0.0%+17.7%0.001%
5/2/2026 LGT Fund Management Co Ltd.4,672$283K0.0%-40.4%0.000%
5/2/2026 Global Assets Advisory LLC628$38K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC31,372$1.94M0.0%-15.7%0.002%
5/2/2026 Anchor Investment Management LLC13,144$797K0.1%+16.1%0.001%
5/2/2026 Castleview Partners LLC73,988$4.49M2.3%-13.5%0.004%
5/2/2026 Associated Banc Corp55,053$3.34M0.1%-3.3%0.003%
5/2/2026 United Bank28,358$1.72M0.6%-0.8%0.001%
5/2/2026 Diversify Wealth Management LLC33,139$1.91M0.0%+191.6%0.002%
5/2/2026 SFE Investment Counsel12,212$741K0.1%-13.5%0.001%
5/1/2026 180 Wealth Advisors LLC15,972$969K0.1%-1.8%0.001%
5/1/2026 Welch & Forbes LLC94,324$5.72M0.1%+0.3%0.005%
5/1/2026 Seneca House Advisors3,729$226K0.1%-5.7%0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS474,382$28.77M0.1%+0.2%0.023%
5/1/2026 Ferguson Wellman Capital Management Inc.46,278$2.81M0.0%-0.6%0.002%
5/1/2026 Riverview Trust Co1,254$76K0.1%-14.8%0.000%
5/1/2026 Cullinan Associates Inc.42,219$2.56M0.2%-17.2%0.002%
5/1/2026 Citizens Financial Group Inc. RI80,552$4.89M0.1%+53.6%0.004%
5/1/2026 Midwest Trust Co116,266$7.05M0.1%-3.4%0.006%
5/1/2026 Sovran Advisors LLC8,724$529K0.0%+53.7%0.000%
5/1/2026 American Trust5,713$346K0.0%N/A0.000%
5/1/2026 WealthShield Partners LLC11,565$701K0.1%+6.0%0.001%
5/1/2026 Advisors Management Group Inc. ADV5,650$342K0.1%-20.5%0.000%
5/1/2026 Simplicity Wealth LLC11,504$698K0.0%+25.5%0.001%
5/1/2026 Candriam S.C.A.821,620$49.83M0.3%-9.4%0.040%
5/1/2026 Conning Inc.603,414$36.60M1.2%-9.0%0.030%
5/1/2026 Sequoia Financial Advisors LLC168,316$10.21M0.1%+9.9%0.008%
5/1/2026 Independence Bank of Kentucky8,756$531K0.1%-22.5%0.000%
5/1/2026 Relyea Zuckerberg Hanson LLC5,525$335K0.0%+36.8%0.000%
5/1/2026 KLCM Advisors Inc.300,430$18.22M1.5%-6.2%0.015%
5/1/2026 Kornitzer Capital Management Inc. KS314,534$19.08M0.4%-0.2%0.015%
5/1/2026 Manning & Napier Advisors LLC183,155$11.11M0.2%-3.1%0.009%
4/30/2026 Equitable Trust Co.21,410$1.30M0.1%+3.2%0.001%


BMY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMY shares?

During the previous two years, 2,823 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.

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 2,396 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).

How much institutional buying is happening at Bristol Myers Squibb?

Institutional investors have bought a total of 365,038,819 shares in the last 24 months. This purchase volume represents approximately $18.83B in transactions.

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

Of the 1,459 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), Federated Hermes Inc. ($8.90M), Dodge & Cox ($8.32M), and Adage Capital Partners GP L.L.C. ($7.72M).

How much institutional selling is happening at Bristol Myers Squibb?

Institutional investors have sold a total of 206,213,105 shares in the last 24 months. This volume of shares sold represents approximately $10.18B in transactions.



This page (NYSE:BMY) was last updated on 5/7/2026 by MarketBeat.com Staff.
From Our Partners