Bristol-Myers Squibb Ownership | Who Owns Bristol-Myers Squibb?
Bristol-Myers Squibb Ownership Summary
Bristol-Myers Squibb is owned by 78.18% institutional investors, 0.34% insiders, and 21.49% retail investors. Vanguard group is the largest institutional shareholder, holding 9.37% of BMY shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.16% of its assets in Bristol-Myers Squibb shares.
BMY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bristol-Myers Squibb | 78.18% | 0.34% | 21.49% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Drug Manufacturers - General Stocks | 45.98% | 1.80% | 52.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 189.94M | 9.37% | $10.74B |
| Blackrock | 158.66M | 7.84% | $6.59B |
| Blackrock funding, inc. /de | 157.61M | 7.77% | $8.91B |
| Jpmorgan chase | 96.02M | 4.73% | $5.43B |
| State street | 95.14M | 4.69% | $5.38B |
| Charles schwab investment management | 60.30M | 2.97% | $3.41B |
| Capital investors | 45.87M | 2.26% | $2.59B |
| Geode capital management | 44.39M | 2.19% | $2.51B |
| Norges bank | 35.18M | 1.73% | $1.99B |
| Ameriprise financial | 32.08M | 1.58% | $1.81B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Birchview capital, lp | 685.18K | 31.59% | $38.75M |
| Chiron capital management | 409.53K | 21.86% | $23.16M |
| Kahn brothers group | 690.25K | 8.48% | $39.04M |
| Independent franchise partners llp | 17.13M | 7.27% | $968.83M |
| Sector gamma as | 366.17K | 7.12% | $20.71M |
| Colrain capital | 121.50K | 6.74% | $6.87M |
| Tri locum partners lp | 355.37K | 4.16% | $20.10M |
| Klcm advisors | 532.54K | 3.49% | $30.12M |
| Oaktop capital management ii | 479.99K | 3.39% | $27.15M |
| Kempner capital management | 108.14K | 3.36% | $6.12M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 35.18M | 0.26% | 35.18M |
| Jpmorgan chase | 96.02M | 0.40% | 18.09M |
| Ameriprise financial | 32.08M | 0.47% | 12.01M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 12.47M | 0.72% | 10.91M |
| Wellington management group llp | 5.98M | 0.06% | 5.83M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 31.11M | 0.10% | -13.83M |
| Price t rowe associates inc /md/ | 7.53M | 0.05% | -12.71M |
| Two sigma advisers, lp | 1.86M | 0.24% | -7.69M |
| Qube research | - | - | -4.69M |
| Two sigma investments, lp | 85.62K | 0.01% | -4.64M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 35.18M | 0.26% | 35.18M | $1.99B |
| Raymond james financial | 4.55M | 0.10% | 4.55M | $257.62M |
| Farallon capital management | 3.19M | 0.91% | 3.19M | $180.31M |
| Sound shore management inc /ct/ | 1.37M | 2.56% | 1.37M | $77.70M |
| Demars financial group | 881.64K | 0.50% | 881.64K | $15.59M |
Sold Out
| Holder | Change |
|---|---|
| Hwg lp | -1.00 |
| Macroview investment management | -1.00 |
| Tfo-tdc | -20.00 |
| Ruedi wealth management | -23.00 |
| Mine & arao wealth creation & management, llc. | -45.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 2,418 | 4.18% | 1,585,430,555 | 4.93% | 78 | 1.41% | 1,203 | 11.49% | 880 | -2.98% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 64.21M | 3.16% | 47.00K |
| Vanguard Total Stock Mkt Idx Inv | 63.96M | 3.15% | 191.46K |
| Vanguard Institutional 500 Index Trust | 56.25M | 2.77% | 380.05K |
| Schwab US Dividend Equity ETF™ | 46.66M | 2.29% | 36.84K |
| Fidelity 500 Index | 25.40M | 1.25% | 113.11K |
| SPDR® S&P 500 ETF | 25.22M | 1.24% | -369.06K |
| iShares Core S&P 500 ETF | 24.75M | 1.22% | 71.70K |
| SPDR® S&P 500® ETF Trust | 24.55M | 1.21% | -128.84K |
| SPDR® S&P 500® ETF | 24.27M | 1.20% | -408.01K |
| Vanguard Value Index Inv | 17.51M | 0.86% | 111.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2025 | BOERNER CHRISTOPHER S. | Chief Executive Officer | Buy | $110.10K |
| Feb 14, 2025 | Hirawat Samit | EVP,Chief Med.Offr.,Drug Dev. | Buy | $100.00K |
| 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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
BMY Ownership FAQ
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