Companies › BMY
BRISTOL-MYERS SQUIBB CO (BMY)
Institutional ownership, SEC filings and insider activity
Sector: Healthcare & Pharma · SEC CIK 0000014272 · EDGAR filings · Updated 2026-07-02
BRISTOL-MYERS SQUIBB CO (BMY) has reported institutional ownership of 78.7%, with 2,496 institutional managers holding positions valued at $97.3B per the latest 13F reporting period. The company has 12 bond series in the registry.
Latest updates
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-07-02 — Insider transaction reported (Form 4)
- 2026-06-16 — Insider transaction reported (Form 4)
- 2026-06-05 — Insider transaction reported (Form 4)
- 2026-06-05 — 11-K filed
Institutional ownership overview
According to SEC 13F filings tracked by Sightfile, BRISTOL-MYERS SQUIBB CO has 2,496 institutional holders and institutional ownership of 78.7%.
| # | Institution | Reported value | % of tracked total |
|---|---|---|---|
| 1 | BlackRock, Inc. | $10.4B | 10.7% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $8.03B | 8.2% |
| 3 | STATE STREET CORP | $5.98B | 6.1% |
| 4 | JPMORGAN CHASE & CO | $5.52B | 5.7% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.71B | 3.8% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $3.34B | 3.4% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.80B | 2.9% |
| 8 | BANK OF AMERICA CORP /DE/ | $1.98B | 2.0% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $1.80B | 1.8% |
| 10 | MORGAN STANLEY | $1.77B | 1.8% |
Full holder history and quarter-over-quarter changes are available inside the app.
Insider activity
Insiders reported 137 transactions (1 buys, 3 sells) across 13 reporting insiders, with a net reported value of −$2.47M.
Debt profile
12 active bond series in the registry, coupons ranging 4.90%–6.40%, maturities through 2064, built from the company's own prospectus filings.
Debt maturity schedule
Principal coming due by year for BRISTOL-MYERS SQUIBB CO, from the company's own SEC prospectus filings (424B) tracked by Sightfile.
| Year | Bond series maturing | Known principal due |
|---|---|---|
| 2026 | 1 | $1.00B |
| 2027 | 5 | $1.00B |
| 2028 | 1 | — |
| 2029 | 2 | $1.00B |
| 2030 | 1 | — |
| 2031 | 2 | $2.25B |
| 2032 | 1 | — |
| 2033 | 1 | $1.00B |
| 2034 | 1 | $2.50B |
| 2036 | 1 | — |
| 2039 | 2 | — |
| 2040 | 1 | — |
Coupons, seniority and prospectus links for each series are available inside the app.
Fails-to-deliver
The SEC's fails-to-deliver file for 2026-06-30 reports 2,336 failed-to-deliver shares ($455.9K) for BMY — an official data point published by the SEC, shown as reported.
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See full history, cross-references and alerts on SightfileData sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-02.