Bristol-Myers Squibb Company Ownership | Who Owns Bristol-Myers Squibb Company?

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Bristol-Myers Squibb Company Ownership Summary

Bristol-Myers Squibb Company is owned by 74.35% institutional investors, 0.11% insiders, and 25.53% retail investors. Vanguard group is the largest institutional shareholder, holding 9.22% of BMY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Bristol-Myers Squibb Company shares.

BMY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bristol-Myers Squibb Company	74.35%	0.11%	25.53%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Drug Manufacturers - General Stocks	56.05%	0.09%	43.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	186.57M	9.22%	$7.75B
Blackrock	158.66M	7.84%	$6.59B
State street	91.45M	4.52%	$3.80B
Jpmorgan chase	74.63M	3.69%	$3.10B
Charles schwab investment management	59.06M	2.92%	$2.45B
Capital investors	55.41M	2.74%	$2.30B
Geode capital management	42.17M	2.08%	$1.75B
Fmr	40.66M	2.01%	$1.69B
Norges bank	32.59M	1.61%	$1.35B
Morgan stanley	26.16M	1.29%	$1.09B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Birchview capital, lp	688.22K	26.47%	$28.58M
Chiron capital management	452.38K	17.94%	$18.79M
Sector gamma as	535.00K	8.30%	$22.22M
Kahn brothers group	827.26K	5.77%	$34.36M
Independent franchise partners llp	14.60M	5.58%	$606.36M
Oaktop capital management ii	679.99K	2.89%	$28.24M
Fulcrum asset management llp	26.93K	2.83%	$908.59K
Mizuho markets americas	2.80M	2.79%	$116.27M
Tamar securities	381.09K	2.57%	$15.83M
Mid-american wealth advisory group	96.66K	2.56%	$4.01M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	32.59M	0.20%	32.59M
Charles schwab investment management	59.06M	0.47%	5.35M
Ubs asset management americas	16.07M	0.19%	3.88M
Federated hermes	7.55M	0.74%	3.50M
Pacer advisors	12.21M	1.15%	3.06M

Top Sellers

Holder	Shares	% Assets	Change
Capital investors	55.41M	0.47%	-14.80M
Jpmorgan chase	74.63M	0.25%	-14.18M
Boston partners	3.38M	0.17%	-7.02M
Franklin resources	5.78M	0.07%	-5.80M
Qube research	-	-	-4.69M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	32.59M	0.20%	32.59M	$1.35B
Capital fund management	1.68M	0.21%	1.68M	$69.95M
Capital research global investors	1.34M	0.01%	1.34M	$55.72M
Susquehanna fundamental investments	972.24K	0.93%	972.24K	$40.38M
Adage capital partners gp	871.63K	0.07%	871.63K	$36.20M

Sold Out

Holder	Change
D.a. davidson	-1.00
Macroview investment management	-1.00
Hwg lp	-1.00
Tfo-tdc	-20.00
Ruedi wealth management	-23.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	2,292	4.13%	1,507,866,452	-1.64%	74	1.30%	1,070	26.48%	890	-14.18%
Jun 30, 2024	2,162	-9.39%	1,529,042,503	0.24%	75	1.33%	830	-23.85%	1,020	6.36%
Mar 31, 2024	2,386	-1.57%	1,525,375,313	-1.27%	75	1.35%	1,090	20.58%	959	-20.15%
Dec 31, 2023	2,424	-0.66%	1,544,930,196	0.70%	74	1.34%	904	2.61%	1,201	2.21%
Sep 30, 2023	2,440	-3.79%	1,534,204,662	-3.62%	74	1.29%	881	-16.81%	1,175	11.80%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	63.98M	3.15%	-233.02K
Vanguard Institutional 500 Index Trust	53.73M	2.65%	630.28K
Schwab US Dividend Equity ETF™	51.04M	2.52%	62.10K
Fidelity 500 Index	24.92M	1.23%	-50.64K
SPDR® S&P 500® ETF Trust	24.89M	1.23%	-138.50K
iShares Core S&P 500 ETF	22.88M	1.13%	70.80K
Vanguard Value Index Inv	17.20M	0.85%	54.49K
The Health Care Select Sector SPDR® ETF	14.81M	0.73%	-47.06K
JPM US Equity Income-Composite	14.27M	0.70%	-313.42K
JPMorgan Equity Income I	14.27M	0.70%	-80.99K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 04, 2024	Holzer Phil M	SVP and Controller	Sell	$38.93K
Nov 01, 2024	Hirawat Samit	EVP,Chief Med.Offr.,Drug Dev.	Buy	$100.06K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	1
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	3	-

BMY Ownership FAQ

Who Owns Bristol-Myers Squibb Company?

Bristol-Myers Squibb Company shareholders are primarily institutional investors at 74.35%, followed by 0.11% insiders and 25.54% retail investors. The average institutional ownership in Bristol-Myers Squibb Company's industry, Drug Manufacturers - General Stocks, is 56.05%, which Bristol-Myers Squibb Company exceeds.

Who owns the most shares of Bristol-Myers Squibb Company?

Bristol-Myers Squibb Company’s largest shareholders are Vanguard group (186.57M shares, 9.22%), Blackrock (158.66M shares, 7.84%), and State street (91.45M shares, 4.52%). Together, they hold 21.59% of Bristol-Myers Squibb Company’s total shares outstanding.

Does Blackrock own Bristol-Myers Squibb Company?

Yes, BlackRock owns 7.84% of Bristol-Myers Squibb Company, totaling 158.66M shares as of Jun 2024. This represents 0.15% of BlackRock's total assets, with a market value of 6.59B$. In the last quarter, BlackRock decreased its holdings by -3.902M shares, a -2.40% change.

Who is Bristol-Myers Squibb Company’s biggest shareholder by percentage of total assets invested?

Birchview capital, lp is Bristol-Myers Squibb Company’s biggest shareholder by percentage of total assets invested, with 26.47% of its assets in 688.22K Bristol-Myers Squibb Company shares, valued at 28.58M$.

Who is the top mutual fund holder of Bristol-Myers Squibb Company shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Bristol-Myers Squibb Company shares, with 3.15% of its total shares outstanding invested in 63.98M Bristol-Myers Squibb Company shares.

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