Bristol-Myers Squibb Company (BMY) Ownership

52.15 ↑0.20 (0.38%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Bristol-Myers Squibb Company (BMY), owning a total of 194.9 million shares. Combined, the top 30 institutional holders of BMY own 63.43% of the company with a total of 1.3 billion shares.

In the latest ownership report on June 30th 2025, the top 30 institutional holders increased their combined ownership of BMY by 10.7 million shares. 10 institutions bought 37,745,878 total additional shares and increased their ownership by an average of 9.57%. However 10 institutions sold 27,038,419 total shares and decreased their ownership by an average of 9.21%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bristol-Myers Squibb Company increased by a net total of 10,707,459 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.577%	1.840%	194,925,206	3,522,202	2025-06-30
BlackRock Inc	8.461%	6.730%	172,226,329	10,859,975	2025-06-30
JPMorgan Chase & Co	5.108%	-3.787%	103,960,874	-4,091,630	2025-06-30
State Street Corp	4.655%	-0.100%	94,739,994	-94,484	2025-06-30
Charles Schwab Investment Management Inc	3.479%	16.823%	70,802,680	10,195,775	2025-06-30
Capital Research & Mgmt Co - Division 3	3.251%	-0.456%	66,162,432	-303,341	2025-06-30
Geode Capital Management, LLC	2.269%	1.592%	46,176,690	723,459	2025-06-30
NORGES BANK	1.650%	-4.552%	33,574,290	-1,601,188	2025-06-30
Ameriprise Financial Inc	1.601%	1.344%	32,579,618	432,158	2025-06-30
Morgan Stanley - Brokerage Accounts	1.317%	-16.065%	26,807,695	-5,131,019	2025-06-30
Wellington Management Company LLP	1.269%	8.829%	25,823,357	2,094,914	2025-06-30
UBS Asset Mgmt Americas Inc	1.239%	11.418%	25,209,530	2,583,486	2025-06-30
Northern Trust Corp	1.222%	-4.218%	24,879,010	-1,095,494	2025-06-30
PRIMECAP Management Company	1.127%	-0.113%	22,944,650	-25,983	2025-06-30
Independent Franchise Partners LLP	1.031%	20.600%	20,976,954	3,583,163	2025-06-30
Bank of New York Mellon Corp	1.025%	-22.348%	20,861,369	-6,003,704	2025-06-30
Amvescap Plc.	0.900%	4.881%	18,315,473	852,317	2025-06-30
Bank of America Corp	0.879%	-15.560%	17,898,704	-3,298,318	2025-06-30
Dimensional Fund Advisors, Inc.	0.799%	21.676%	16,270,054	2,898,429	2025-06-30
FMR Inc	0.797%	-24.944%	16,228,168	-5,393,258	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.577%	1.840%	194,925,206	3,522,202	2025-06-30
BlackRock Inc	8.461%	6.730%	172,226,329	10,859,975	2025-06-30
JPMorgan Chase & Co	5.108%	-3.787%	103,960,874	-4,091,630	2025-06-30
State Street Corp	4.655%	-0.100%	94,739,994	-94,484	2025-06-30
State Street Corporation	4.517%	2.376%	91,571,110	2,124,904	2024-03-31
Charles Schwab Investment Management Inc	3.479%	16.823%	70,802,680	10,195,775	2025-06-30
Capital Research & Mgmt Co - Division 3	3.251%	-0.456%	66,162,432	-303,341	2025-06-30
Geode Capital Management, LLC	2.269%	1.592%	46,176,690	723,459	2025-06-30
NORGES BANK	1.650%	-4.552%	33,574,290	-1,601,188	2025-06-30
Ameriprise Financial Inc	1.601%	1.344%	32,579,618	432,158	2025-06-30
Morgan Stanley - Brokerage Accounts	1.317%	-16.065%	26,807,695	-5,131,019	2025-06-30
Wellington Management Company LLP	1.269%	8.829%	25,823,357	2,094,914	2025-06-30
UBS Asset Mgmt Americas Inc	1.239%	11.418%	25,209,530	2,583,486	2025-06-30
Northern Trust Corp	1.222%	-4.218%	24,879,010	-1,095,494	2025-06-30
PRIMECAP Management Company	1.127%	-0.113%	22,944,650	-25,983	2025-06-30
Independent Franchise Partners LLP	1.031%	20.600%	20,976,954	3,583,163	2025-06-30
Bank of New York Mellon Corp	1.025%	-22.348%	20,861,369	-6,003,704	2025-06-30
T. Rowe Price Associates, Inc.	0.998%	32.283%	20,239,783	4,939,412	2024-09-30
Amvescap Plc.	0.900%	4.881%	18,315,473	852,317	2025-06-30
Bank of America Corp	0.879%	-15.560%	17,898,704	-3,298,318	2025-06-30
Boston Partners Global Investors, Inc	0.856%	-0.512%	17,314,588	-89,166	2023-09-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr	0.839%	36.913%	17,073,147	4,603,041	2025-03-31
Legal & General Group PLC	0.809%	2.112%	16,466,373	340,567	2025-03-31
Dimensional Fund Advisors, Inc.	0.799%	21.676%	16,270,054	2,898,429	2025-06-30
FMR Inc	0.797%	-24.944%	16,228,168	-5,393,258	2025-06-30
Deutsche Bank AG	0.785%	-11.330%	15,875,540	-2,028,553	2023-09-30
Goldman Sachs Group Inc	0.776%	-1.445%	15,740,727	-230,832	2024-06-30
Dodge & Cox	0.757%	-1.442%	15,402,468	-225,275	2024-12-31
Nuveen Asset Management, LLC	0.737%	-8.143%	15,003,761	-1,330,078	2023-06-30
Pzena Investment Management, LLC	0.700%	0.477%	14,201,746	67,409	2024-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Bristol-Myers Squibb Company (BMY), owning a total of 65 million shares. Combined, the top 39 mutual fund holders of BMY own 42.17% of the company with a total of 857.6 million shares.

In the latest ownership report on August 31st 2025, the top 39 fund holders increased their combined ownership of BMY by 308 thousand shares. 2 funds bought 324,839 total additional shares and increased their ownership by an average of 0.70%. However 1 funds sold 16,729 total shares and decreased their ownership by an average of 0.15%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bristol-Myers Squibb Company increased by a net total of 308,110 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF	1.207%	1.246%	24,560,190	302,335	2025-08-31
iShares Core S&P 500 ETF	1.203%	0.000%	24,488,151	0	2025-08-31
The Health Care Select Sector SPDR® ETF	0.683%	0.162%	13,896,296	22,504	2025-08-31
State St S&P 500® Indx SL Cl III	0.534%	-0.154%	10,862,838	-16,729	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.194%	0.500%	64,992,700	323,230	2023-03-31
Vanguard US Total Market Shares ETF	3.164%	0.073%	64,213,034	46,998	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.143%	-2.249%	63,973,898	-1,471,865	2025-07-31
Vanguard Institutional 500 Index Trust	2.836%	0.697%	57,715,925	399,607	2025-05-31
Schwab US Dividend Equity ETF™	2.787%	0.021%	56,735,137	12,001	2025-08-30
Vanguard 500 Index Investor	2.475%	-12.777%	50,375,251	-7,379,402	2025-07-31
Fidelity 500 Index	1.267%	0.043%	25,796,710	11,085	2025-07-31
SPDR® S&P 500 ETF	1.243%	-1.442%	25,219,911	-369,056	2025-03-31
SPDR® S&P 500® ETF	1.207%	1.246%	24,560,190	302,335	2025-08-31
SPDR® S&P 500® ETF Trust	1.207%	-0.522%	24,550,638	-128,844	2025-03-31
iShares Core S&P 500 ETF	1.203%	0.000%	24,488,151	0	2025-08-31
Fidelity® 500 Index	1.196%	0.640%	24,343,915	154,916	2023-11-30
SPDR® S&P 500 ETF Trust	1.199%	0.700%	24,308,670	168,980	2024-05-30
American Funds American Mutual A	0.965%	24.339%	19,638,886	3,844,299	2025-06-30
Capital Group American Mutual Comp	0.965%	24.339%	19,638,886	3,844,299	2025-06-30
Vanguard Value Index Inv	0.886%	-0.111%	18,036,765	-19,948	2025-07-31
JPM US Equity Income-MA	0.885%	100,268.000%	18,013,064	17,995,117	2023-09-30
Vanguard Health Care Inv	0.847%	16.858%	17,248,970	2,488,321	2025-06-30
Health Care Select Sector SPDR® ETF	0.727%	-0.224%	14,744,144	-33,048	2024-05-30
The Health Care Select Sector SPDR® ETF	0.683%	0.162%	13,896,296	22,504	2025-08-31
American Funds Fundamental Invs A	0.647%	0.284%	13,159,907	37,231	2025-06-30
Capital Group Fundamental Invtrs Comp	0.647%	0.284%	13,159,907	37,231	2025-06-30
Vanguard PRIMECAP Inv	0.618%	-1.052%	12,586,680	-133,760	2025-06-30
Vanguard Institutional Index I	0.604%	-1.102%	12,302,559	-137,053	2025-07-31
Capital Group Wash Mutual Invtrs Comp	0.592%	-4.493%	12,002,001	-564,570	2024-06-30
American Funds Washington Mutual A	0.592%	-4.493%	12,002,001	-564,570	2024-06-30
Vanguard Dividend Appreciation ETF	0.579%	0.611%	11,738,221	71,239	2024-02-29
JPM US Equity Income-Composite	0.564%	-16.173%	11,487,644	-2,216,328	2025-06-30
JPMorgan Equity Premium Income ETF	0.548%	-0.059%	11,160,268	-6,562	2025-08-29
American Funds American Balanced A	0.541%	0.000%	11,006,468	0	2025-06-30
State St S&P 500® Indx SL Cl III	0.534%	-0.154%	10,862,838	-16,729	2025-08-31
JPMorgan Equity Income I	0.519%	-8.001%	10,568,509	-919,135	2025-07-31
American Funds Capital Income Bldr A	0.481%	-4.982%	9,743,307	-510,829	2023-12-31
Dodge & Cox Stock I	0.463%	-16.994%	9,416,239	-1,927,800	2025-03-31
Columbia Dividend Income Inst	0.451%	0.000%	9,139,744	0	2025-01-31
Columbia Dividend Value	0.449%	0.000%	9,139,744	9,139,744	2024-12-31
Pacer US Cash Cows 100 ETF	0.440%	0.000%	8,920,946	0	2024-12-31
Vanguard High Dividend Yield ETF	0.418%	1.300%	8,479,199	108,798	2024-12-31
VanEck Morningstar Wide Moat ETF	0.407%	-0.030%	8,245,222	-2,474	2024-09-28