Also trades as: 0R1F.L (LSE) · $vol 1M · 0R1F.IL (IOB) · $vol 1M · BRM.DE (XETRA) · $vol 0M · BMY.SW (SIX) · $vol 0M
BMY Institutional Ownership
Bristol-Myers Squibb Company
1W: -0.2%
1M: -2.6%
3M: -1.4%
YTD: +18.9%
1Y: +46.8%
3Y: +25.6%
5Y: +31.5%
$61.55
-0.06 (-0.10%)
Weekly Expected Move ±5.2%
$55
$58
$61
$65
$68
Credit Risk of going bust: lower than 72% of companies Debt: 25.5% of company value Bonds: $498.7M held by 336 funds, 76 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.26 (down 98%), Bristol-Myers Squibb Company would be worth roughly what it owes.
Total debt $43.12B against a stock market value of $125.73B.
Distance to default 7.91 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $22.07B (short-term plus half of long-term), stock volatility 28.2%; Altman Z 2.67. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.26 (down 98%), Bristol-Myers Squibb Company would be worth roughly what it owes.
Total debt $43.12B against a stock market value of $125.73B.
Distance to default 7.91 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $22.07B (short-term plus half of long-term), stock volatility 28.2%; Altman Z 2.67. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BMY
2,718
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$96B
Total Invested
177
New Positions
1006
Increased
1168
Reduced
159
Closed
0.85
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2843 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 180,384,994 | $11.1B | +8,702,106 | +5.1% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 133,337,856 | $8.2B | +1,017,616 | +0.8% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 102,408,940 | $6.3B | +3,844,026 | +3.9% | 46Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 71,713,442 | $4.4B | -20,761,752 | -22.5% | 103Q | SEC ↗ |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 67,595,177 | $4.2B | +6,479,804 | +10.6% | 15Q | SEC ↗ |
| 6 | Sixth Street Partners Management Compa NEW | 67,595,177 | $4.2B | — | +0.0% | 1Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 56,443,077 | $3.5B | +1,156,903 | +2.1% | 92Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 46,873,015 | $2.9B | +642,860 | +1.4% | 2Q | SEC ↗ |
| 9 | NORGES BANK NEW | 36,866,658 | $2.3B | — | +0.0% | 1Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 34,045,352 | $2.1B | +1,458,371 | +4.5% | 15Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 31,707,643 | $2.0B | +21,457,405 | +209.3% | 16Q | SEC ↗ |
| 12 | MORGAN STANLEY | 29,009,025 | $1.8B | -189,529 | -0.6% | 60Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC | 27,357,486 | $1.7B | -2,273,619 | -7.7% | 92Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 26,670,064 | $1.6B | +199,346 | +0.8% | 16Q | SEC ↗ |
| 15 | PRIMECAP MANAGEMENT CO/CA | 24,923,900 | $1.5B | -61,249 | -0.2% | 15Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 24,918,384 | $1.5B | +159,613 | +0.6% | 110Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 22,839,010 | $1.4B | +119,690 | +0.5% | 63Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 21,821,384 | $1.3B | -1,479,953 | -6.4% | 76Q | SEC ↗ |
| 19 | Independent Franchise Partners LLP | 21,792,841 | $1.3B | +517,367 | +2.4% | 28Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 19,691,951 | $1.2B | +929,362 | +5.0% | 102Q | SEC ↗ |
| 21 | Legal & General Group Plc | 17,022,940 | $1.0B | +145,314 | +0.9% | 27Q | SEC ↗ |
| 22 | GOLDMAN SACHS GROUP INC | 17,016,799 | $1.0B | +2,962,281 | +21.1% | 15Q | SEC ↗ |
| 23 | PZENA INVESTMENT MANAGEMENT LLC | 17,007,044 | $1.0B | -88,687 | -0.5% | 28Q | SEC ↗ |
| 24 | FMR LLC | 16,293,303 | $1.0B | +5,622,200 | +52.7% | 110Q | SEC ↗ |
| 25 | Invesco Ltd. | 16,033,480 | $987M | +523,481 | +3.4% | 87Q | SEC ↗ |
| 26 | SCHRODER INVESTMENT MANAGEMENT GROUP | 12,226,954 | $753M | -8,540 | -0.1% | 110Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 12,094,886 | $744M | +1,136,184 | +10.4% | 87Q | SEC ↗ |
| 28 | ACADIAN ASSET MANAGEMENT LLC | 11,593,352 | $714M | -294,316 | -2.5% | 52Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 11,467,840 | $706M | -49,364 | -0.4% | 2Q | SEC ↗ |
| 30 | Allianz Asset Management GmbH | 11,363,537 | $699M | +4,483,673 | +65.2% | 57Q | SEC ↗ |
| 31 | VAN ECK ASSOCIATES CORP | 10,217,590 | $629M | -39,625 | -0.4% | 15Q | SEC ↗ |
| 32 | VICTORY CAPITAL MANAGEMENT INC | 10,168,924 | $626M | +1,017,713 | +11.1% | 43Q | SEC ↗ |
| 33 | DEUTSCHE BANK AG | 10,143,181 | $624M | +1,106,696 | +12.2% | 52Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 10,085,383 | $621M | -1,449,723 | -12.6% | 32Q | SEC ↗ |
| 35 | LSV ASSET MANAGEMENT | 9,852,232 | $606M | +996,870 | +11.3% | 33Q | SEC ↗ |
| 36 | UBS Group AG | 8,876,439 | $546M | +1,675,990 | +23.3% | 47Q | SEC ↗ |
| 37 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 8,585,846 | $528M | -286,933 | -3.2% | 12Q | SEC ↗ |
| 38 | NORDEA INVESTMENT MANAGEMENT AB | 8,052,294 | $496M | +6,019,226 | +296.1% | 94Q | SEC ↗ |
| 39 | Pacer Advisors, Inc. | 7,995,711 | $492M | +67,613 | +0.9% | 25Q | SEC ↗ |
| 40 | Amundi | 7,474,537 | $460M | +800,539 | +12.0% | 21Q | SEC ↗ |
| 41 | SG Americas Securities, LLC | 7,281,999 | $448M | -1,628,033 | -18.3% | 87Q | SEC ↗ |
| 42 | Robeco Institutional Asset Management | 7,244,630 | $446M | +510,890 | +7.6% | 76Q | SEC ↗ |
| 43 | FIL Ltd | 6,523,813 | $402M | +244,998 | +3.9% | 50Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 6,321,643 | $389M | +375,196 | +6.3% | 110Q | SEC ↗ |
| 45 | FIRST TRUST ADVISORS LP | 5,981,822 | $368M | +447,266 | +8.1% | 64Q | SEC ↗ |
| 46 | Capital International Investors | 5,913,752 | $364M | -2,518,693 | -29.9% | 18Q | SEC ↗ |
| 47 | Swiss National Bank | 5,758,800 | $354M | -215,600 | -3.6% | 53Q | SEC ↗ |
| 48 | National Pension Service | 5,578,135 | $343M | +46,936 | +0.8% | 48Q | SEC ↗ |
| 49 | Mitsubishi UFJ Asset Management Co., L | 5,540,268 | $341M | +448,265 | +8.8% | 69Q | SEC ↗ |
| 50 | BNP PARIBAS FINANCIAL MARKETS | 5,492,542 | $338M | -455,190 | -7.7% | 81Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 67,595,177 | $4.2B |
| NORGES BANK | 36,866,658 | $2.3B |
| Jupiter Topco LLC | 704,213 | $43M |
| Arbejdsmarkedets Tillaegspension | 505,500 | $31M |
| Nykredit A/S | 465,263 | $29M |
| Sio Capital Management, LLC | 193,500 | $12M |
| Beacon Harbor Wealth Advisors, Inc. | 146,238 | $9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 145,551 | $9M |
| IMC-Chicago, LLC | 128,157 | $8M |
| SIMPLEX TRADING, LLC | 100,185 | $6M |
| Arete Wealth Advisors, LLC | 96,070 | $6M |
| VALICENTI ADVISORY SERVICES INC | 95,340 | $6M |
| Global Retirement Partners, LLC | 94,816 | $6M |
| Bellars Harris Wealth Management, L | 93,578 | $6M |
| Core Capital Management & Research, | 82,074 | $5M |
| SS&H Financial Advisors, Inc. | 72,300 | $4M |
| Quantitative Investment Management, | 67,290 | $4M |
| IFG Advisory, LLC | 64,156 | $4M |
| AXXCESS WEALTH MANAGEMENT, LLC | 64,132 | $4M |
| J.W. COLE ADVISORS, INC. | 59,835 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Connor, Clark & Lunn Investment Man | 1,100,589 | $68M |
| RENAISSANCE TECHNOLOGIES LLC | 977,051 | $60M |
| Distillate Capital Partners LLC | 657,723 | $40M |
| Life Cycle Investment Partners Ltd | 637,858 | $39M |
| Point72 Asset Management, L.P. | 531,198 | $33M |
| Bridgewater Associates, LP | 241,689 | $15M |
| Eversept Partners, LP | 235,293 | $14M |
| Premier Fund Managers Ltd | 227,500 | $14M |
| Cornerstone Advisors, LLC | 223,500 | $14M |
| TANG CAPITAL MANAGEMENT LLC | 200,000 | $12M |
| STEADFAST CAPITAL MANAGEMENT LP | 192,000 | $12M |
| Kinsale Capital Group, Inc. | 190,863 | $12M |
| Oxbow Advisors, LLC | 179,524 | $11M |
| BRIDGER MANAGEMENT, LLC | 115,179 | $7M |
| Cinctive Capital Management LP | 110,079 | $7M |
| Promethos Capital, LLC | 105,346 | $6M |
| Jain Global LLC | 103,042 | $6M |
| Entropy Technologies, LP | 98,252 | $6M |
| Hamilton Wealth, LLC | 87,412 | $5M |
| WINTON GROUP Ltd | 79,264 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | +21,457,405 | +209.3% | 31,707,643 |
| BlackRock, Inc. | +8,702,106 | +5.1% | 180,384,994 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +6,479,804 | +10.6% | 67,595,177 |
| NORDEA INVESTMENT MANAGEMENT AB | +6,019,226 | +296.1% | 8,052,294 |
| FMR LLC | +5,622,200 | +52.7% | 16,293,303 |
| Allianz Asset Management GmbH | +4,483,673 | +65.2% | 11,363,537 |
| STATE STREET CORP | +3,844,026 | +3.9% | 102,408,940 |
| GOLDMAN SACHS GROUP INC | +2,962,281 | +21.1% | 17,016,799 |
| Caisse de depot et placement du Que | +2,744,671 | +185.0% | 4,228,503 |
| UBS Group AG | +1,675,990 | +23.3% | 8,876,439 |
| BANK OF AMERICA CORP /DE | +1,458,371 | +4.5% | 34,045,352 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,156,903 | +2.1% | 56,443,077 |
| ROYAL BANK OF CANADA | +1,136,184 | +10.4% | 12,094,886 |
| Employees Provident Fund Board | +1,131,333 | +45.1% | 3,640,333 |
| DEUTSCHE BANK AG | +1,106,696 | +12.2% | 10,143,181 |
| VICTORY CAPITAL MANAGEMENT INC | +1,017,713 | +11.1% | 10,168,924 |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,017,616 | +0.8% | 133,337,856 |
| LSV ASSET MANAGEMENT | +996,870 | +11.3% | 9,852,232 |
| BANK OF NOVA SCOTIA | +973,270 | +129.3% | 1,726,026 |
| DIMENSIONAL FUND ADVISORS LP | +929,362 | +5.0% | 19,691,951 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -20,761,752 | -22.5% | 71,713,442 |
| MILLENNIUM MANAGEMENT LLC | -5,792,866 | -88.5% | 752,576 |
| Dodge & Cox | -4,580,459 | -99.1% | 42,361 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -3,869,817 | -90.9% | 387,252 |
| MARSHALL WACE, LLP | -3,674,669 | -99.6% | 15,169 |
| Capital International Investors | -2,518,693 | -29.9% | 5,913,752 |
| AQR CAPITAL MANAGEMENT LLC | -2,273,619 | -7.7% | 27,357,486 |
| JANE STREET GROUP, LLC | -2,179,217 | -96.2% | 86,291 |
| SG Americas Securities, LLC | -1,628,033 | -18.3% | 7,281,999 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,592,910 | -28.9% | 3,914,086 |
| Bank of New York Mellon Corp | -1,479,953 | -6.4% | 21,821,384 |
| TWO SIGMA INVESTMENTS, LP | -1,449,723 | -12.6% | 10,085,383 |
| PANAGORA ASSET MANAGEMENT INC | -1,414,071 | -38.1% | 2,301,674 |
| FRANKLIN RESOURCES INC | -1,407,472 | -22.7% | 4,790,695 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -1,376,100 | -40.6% | 2,015,994 |
| HRT FINANCIAL LP | -1,334,758 | -64.3% | 741,187 |
| Sofinnova Investments, Inc. | -1,111,751 | -55.9% | 876,970 |
| Public Sector Pension Investment Bo | -1,012,883 | -62.9% | 596,862 |
| Man Group plc | -976,497 | -17.3% | 4,682,000 |
| LAZARD ASSET MANAGEMENT LLC | -860,181 | -44.7% | 1,063,855 |