Bank of New York Mellon (BK) Institutional Ownership

$58.11
+0.26 (+0.45%)
(As of 11:09 AM ET)

Institutional Ownership Changes (13F Filings) for Bank of New York Mellon (NYSE:BK)

Current
Institutional Ownership
Percentage
85.31%
Number of
Institutional Buyers
(last 12 months)
666
Total
Institutional Inflows
(last 12 months)
$3.52B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$1.92B
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BK Institutional Buying and Selling by Quarter

Bank of New York Mellon Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Lake Street Advisors Group LLC4,527$261K0.0%N/A0.001%
5/14/2024Arjuna Capital74,146$4.27M1.2%+47.0%0.010%
5/13/2024Bessemer Group Inc.30,755$1.77M0.0%+128.8%0.004%
5/13/2024Capitolis Liquid Global Markets LLC21,500$1.24M0.0%N/A0.003%
5/13/2024Delta Asset Management LLC TN320,738$18.48M1.6%-1.4%0.043%
5/13/2024Index Fund Advisors Inc.5,032$290K0.0%N/A0.001%
5/13/2024UniSuper Management Pty Ltd26,597$1.53M0.0%+271.8%0.004%
5/13/2024Clearbridge Investments LLC50,234$2.89M0.0%-4.3%0.007%
5/13/2024O Shaughnessy Asset Management LLC463,640$26.72M0.3%+10.5%0.062%
5/13/2024Ameritas Investment Partners Inc.8,214$473K0.0%-3.9%0.001%
5/11/2024 Covestor Ltd1,398$80K0.1%+31.5%0.000%
5/11/2024 Hillsdale Investment Management Inc.10,300$593K0.0%N/A0.001%
5/10/2024 Ontario Teachers Pension Plan Board21,404$1.23M0.0%+180.7%0.003%
5/10/2024 Osaic Holdings Inc.243,679$14.04M0.0%-23.9%0.032%
5/10/2024 Acadian Asset Management LLC52,989$3.05M0.0%+160,472.7%0.007%
5/10/2024 TIAA Trust National Association21,169$1.22M0.0%-4.8%0.003%
5/10/2024 Vanguard Group Inc.73,283,027$4.22B0.1%-1.6%9.734%
5/10/2024 Intech Investment Management LLC92,737$5.34M0.1%+505.9%0.012%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp930,275$53.27M0.1%+99.2%0.124%
5/10/2024 Jupiter Asset Management Ltd.105,632$6.09M0.1%N/A0.014%
5/10/2024 Councilmark Asset Management LLC26,095$1.50M1.1%N/A0.003%
5/10/2024 Pinkerton Retirement Specialists LLC55,533$3.20M0.5%-1.6%0.007%
5/10/2024 M&G Plc957,643$55.54M0.3%N/A0.127%
5/10/2024 Tocqueville Asset Management L.P.13,492$777K0.0%+4.1%0.002%
5/10/2024 Motco103,066$5.94M0.4%-3.8%0.014%
5/9/2024 Trillium Asset Management LLC162,321$9.35M0.2%+0.4%0.022%
5/9/2024 ProVise Management Group LLC98,803$5.69M0.5%+2.0%0.013%
5/9/2024 Orion Portfolio Solutions LLC37,771$2.18M0.0%-16.2%0.005%
5/9/2024 Blair William & Co. IL21,393$1.23M0.0%+1.6%0.003%
5/9/2024 Wilkins Investment Counsel Inc.17,500$1.01M0.1%N/A0.002%
5/9/2024 First Eagle Investment Management LLC16,011,021$922.56M2.1%-1.2%2.127%
5/9/2024 Beacon Investment Advisory Services Inc.12,221$704K0.0%-5.4%0.002%
5/9/2024 Ledyard National Bank4,819$278K0.0%-11.9%0.001%
5/9/2024 SageView Advisory Group LLC15,324$883K0.0%-28.9%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.902,684$52.01M0.1%+18.8%0.120%
5/9/2024 Private Management Group Inc.792,299$45.65M1.7%-3.1%0.105%
5/9/2024 Tradewinds LLC.7,158$412K0.4%N/A0.001%
5/9/2024 Foundry Partners LLC340,133$19.60M1.0%+3.3%0.045%
5/9/2024 State Board of Administration of Florida Retirement System831,029$47.88M0.1%-4.8%0.110%
5/9/2024 Portland Global Advisors LLC89,627$5.16M0.7%-0.3%0.012%
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5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.641,827$36.98M0.1%-15.4%0.085%
5/8/2024 Entropy Technologies LP17,828$1.03M0.1%N/A0.002%
5/8/2024 Schneider Downs Wealth Management Advisors LP4,910$283K0.1%N/A0.001%
5/8/2024 Edmond DE Rothschild Holding S.A.2,265$131K0.0%-28.0%0.000%
5/8/2024 Great Diamond Partners LLC3,482$201K0.0%N/A0.000%
5/8/2024 ProShare Advisors LLC170,350$9.82M0.0%-6.4%0.023%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS166,698$9.61M0.1%-1.0%0.022%
5/8/2024 US Bancorp DE209,104$12.05M0.0%+3.5%0.028%
5/8/2024 Addison Capital Co9,542$550K0.3%+102.3%0.001%
5/8/2024 Isthmus Partners LLC245,551$14.15M1.6%-0.5%0.033%
5/8/2024 Russell Investments Group Ltd.677,073$38.95M0.1%-0.3%0.090%
5/8/2024 Qsemble Capital Management LP40,723$2.35M0.5%N/A0.005%
5/8/2024 QRG Capital Management Inc.127,576$7.35M0.1%+6.9%0.017%
5/8/2024 Headlands Technologies LLC2,689$155K0.0%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.10,578$610K0.0%+2.1%0.001%
5/8/2024 Delta Financial Advisors LLC46,311$2.67M1.1%-0.6%0.006%
5/7/2024 Meeder Advisory Services Inc.13,295$766K0.1%+7.5%0.002%
5/7/2024 Meeder Asset Management Inc.54,518$3.14M0.2%+118.6%0.007%
5/7/2024 Fiduciary Family Office LLC26,872$1.55M0.6%+78.5%0.004%
5/7/2024 Abbrea Capital LLC3,581$206K0.0%N/A0.000%
5/7/2024 Sei Investments Co.963,425$55.51M0.1%-5.2%0.128%
5/7/2024 Concurrent Investment Advisors LLC7,469$430K0.0%+7.9%0.001%
5/7/2024 Atomi Financial Group Inc.5,372$310K0.0%+13.2%0.001%
5/7/2024 Allegheny Financial Group LTD11,068$638K0.2%-3.4%0.001%
5/7/2024Susquehanna Fundamental Investments LLC442,683$25.51M1.2%N/A0.059%
5/7/2024 Tectonic Advisors LLC8,135$469K0.0%+6.8%0.001%
5/7/2024 Smithfield Trust Co150,674$8.68M0.5%-8.7%0.020%
5/7/2024 Forsta AP Fonden279,000$16.08M0.1%+18.7%0.037%
5/7/2024 Illinois Municipal Retirement Fund391,417$22.55M0.3%-13.4%0.052%
5/7/2024 Oppenheimer Asset Management Inc.14,417$831K0.0%-66.8%0.002%
5/7/2024 Oppenheimer & Co. Inc.29,996$1.73M0.0%+10.7%0.004%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,632$209K0.0%N/A0.000%
5/7/2024 Wealthspire Advisors LLC10,680$615K0.0%+10.4%0.001%
5/7/2024 Karpas Strategies LLC22,248$1.28M0.4%-4.2%0.003%
5/7/2024 SG Americas Securities LLC224,150$12.92M0.1%+813.5%0.030%
5/7/2024 Empowered Funds LLC10,620$612K0.0%+28.1%0.001%
5/7/2024 AIA Group Ltd27,854$1.61M0.1%N/A0.004%
5/6/2024 LSV Asset Management7,282,313$419.61M0.9%-1.2%0.967%
5/6/2024 Envestnet Portfolio Solutions Inc.69,121$3.98M0.0%+53.0%0.009%
5/6/2024 Empirical Finance LLC27,067$1.56M0.1%+3.6%0.004%
5/6/2024 Duality Advisers LP94,511$5.45M0.5%N/A0.013%
5/6/2024 Tweedy Browne Co LLC326,643$18.82M0.9%-7.4%0.043%
5/6/2024DiNuzzo Private Wealth Inc.1,084$62K0.0%+187.5%0.000%
5/6/2024 Texas Permanent School Fund Corp174,216$10.04M0.1%-0.8%0.023%
5/6/2024 Biechele Royce Advisors337,854$19.47M6.5%-2.0%0.045%
5/4/2024 Geneos Wealth Management Inc.5,528$319K0.0%+17.0%0.001%
5/4/2024 Team Hewins LLC3,960$228K0.0%N/A0.001%
5/4/2024 Affinity Investment Advisors LLC10,719$618K0.5%N/A0.001%
5/4/2024 Commonwealth Retirement Investments LLC28,151$1.62M0.8%+1.4%0.004%
5/3/2024 FDx Advisors Inc.14,435$832K0.1%-62.5%0.002%
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5/3/2024 Catalina Capital Group LLC6,244$360K0.1%+15.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC5,861$338K0.0%+48.5%0.001%
5/3/2024 Larson Financial Group LLC1,659$96K0.0%+283.1%0.000%
5/3/2024 Westchester Capital Management Inc.194,457$11.21M2.8%-0.6%0.026%
5/3/2024 Chevy Chase Trust Holdings LLC422,636$24.35M0.1%-2.2%0.056%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S31,811$1.83M0.0%+17.7%0.004%
5/3/2024 Central Pacific Bank Trust Division60,918$3.47M0.4%N/A0.008%
5/3/2024 Whittier Trust Co. of Nevada Inc.9,185$529K0.0%-33.7%0.001%
5/2/2024 Mutual of America Capital Management LLC99,557$5.74M0.1%-3.2%0.013%
5/2/2024 FinTrust Capital Advisors LLC2,149$124K0.0%+39.0%0.000%
(Data available from 1/1/2016 forward)

BK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BK shares?

During the previous two years, 1,174 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were Vanguard Group Inc. ($4.22B), BlackRock Inc. ($2.88B), Dodge & Cox ($2.72B), State Street Corp ($1.40B), Berkshire Hathaway Inc ($1.14B), Artisan Partners Limited Partnership ($1.03B), and First Eagle Investment Management LLC ($922.56M).Learn more on BK's institutional investors.

What percentage of Bank of New York Mellon stock is owned by institutional investors?

85.31% of Bank of New York Mellon stock is owned by institutional investors. Learn more on BK's institutional investor holdings.

Which institutional investors have been buying Bank of New York Mellon stock?

Of the 998 institutional investors that purchased Bank of New York Mellon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($15.63M), Bank Julius Baer & Co. Ltd Zurich ($10.83M), Vanguard Group Inc. ($5.48M), Goldman Sachs Group Inc. ($4.86M), FMR LLC ($4.37M), Van ECK Associates Corp ($3.64M), and Artisan Partners Limited Partnership ($3.24M).

How much institutional buying is happening at Bank of New York Mellon?

Institutional investors have bought a total of 145,325,086 shares in the last 24 months. This purchase volume represents approximately $6.67B in transactions.

Which Bank of New York Mellon major shareholders have been selling company stock?

Of the 701 institutional investors that sold Bank of New York Mellon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($37.14M), FMR LLC ($5.94M), American Century Companies Inc. ($5.20M), State Street Corp ($4.34M), Deutsche Bank AG ($3.73M), Clearbridge Investments LLC ($2.58M), and Robeco Institutional Asset Management B.V. ($2.51M).

How much institutional selling is happening at Bank of New York Mellon?

Institutional investors have sold a total of 122,044,234 shares in the last 24 months. This volume of shares sold represents approximately $5.49B in transactions.


This page (NYSE:BK) was last updated on 5/14/2024 by MarketBeat.com Staff

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