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Bank of New York Mellon (BK) Institutional Ownership

Bank of New York Mellon logo
$108.94 +1.83 (+1.71%)
Closing price 03:59 PM Eastern
Extended Trading
$109.48 +0.54 (+0.49%)
As of 07:56 PM Eastern
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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)
1027
Total
Institutional Inflows
(last 12 months)
$8.67B
Number of
Institutional Sellers
(last 12 months)
749
Total
Institutional Outflows
(last 12 months)
$7.07B
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BK Institutional Buying and Selling by Quarter

Bank of New York Mellon Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC320,834$34.96M0.1%+1.2%0.045%
10/15/2025Pacer Advisors Inc.63,966$6.97M0.0%-4.2%0.009%
10/15/2025BSW Wealth Partners8,679$946K0.1%+68.1%0.001%
10/15/2025Secured Retirement Advisors LLC19,233$2.10M1.2%+13.2%0.003%
10/15/2025Whitener Capital Management Inc.11,340$1.24M0.3%-4.5%0.002%
10/15/2025Capital Wealth Management LLC2,170$236K0.1%N/A0.000%
10/15/2025Cadent Capital Advisors LLC2,800$305K0.1%N/A0.000%
10/15/2025Curbstone Financial Management Corp9,400$1.02M0.2%-3.6%0.001%
10/15/2025Jeppson Wealth Management LLC8,459$922K0.3%-1.7%0.001%
10/15/2025Alpine Woods Capital Investors LLC37,434$4.08M0.9%-0.8%0.005%
10/15/2025Alhambra Investment Management LLC5,225$569K0.3%-15.4%0.001%
10/15/2025Harbor Capital Advisors Inc.1,373$150K0.0%+54.6%0.000%
10/15/2025Norden Group LLC3,377$368K0.0%+30.0%0.000%
10/15/2025World Investment Advisors63,180$6.88M0.1%+4.4%0.009%
10/15/2025Brookstone Capital Management12,642$1.38M0.0%+7.9%0.002%
10/15/2025Allen Mooney & Barnes Investment Advisors LLC2,278$248K0.0%-5.4%0.000%
10/15/2025Private Trust Co. NA7,476$815K0.1%-2.8%0.001%
10/15/2025Founders Financial Securities LLC7,884$859K0.1%+3.4%0.001%
10/15/2025Hanson & Doremus Investment Management909$99K0.0%-43.3%0.000%
10/15/2025Santori & Peters Inc.2,004$218K0.1%N/A0.000%
10/15/2025Swedbank AB869,726$94.77M0.1%+0.5%0.123%
10/15/2025Optas LLC3,538$386K0.1%+4.7%0.001%
10/15/2025Cypress Wealth Services LLC2,051$223K0.0%N/A0.000%
10/15/2025Vontobel Holding Ltd.228,777$24.93M0.1%+65.9%0.032%
10/15/2025DAVENPORT & Co LLC11,528$1.26M0.0%+12.1%0.002%
10/15/2025Matthew Goff Investment Advisor LLC272,960$29.74M5.1%-0.7%0.039%
10/15/2025Meriwether Wealth & Planning LLC13,242$1.44M0.8%-1.9%0.002%
10/15/2025IFM Investors Pty Ltd154,087$16.88M0.1%+0.8%0.022%
10/15/2025Revisor Wealth Management LLC2,423$259K0.1%-10.0%0.000%
10/14/2025 Apeiron RIA LLC4,572$486K0.1%-29.4%0.001%
10/14/2025 Revolve Wealth Partners LLC2,418$263K0.0%-17.7%0.000%
10/14/2025 Yousif Capital Management LLC89,519$9.75M0.1%-7.8%0.013%
10/14/2025 Ridgecrest Wealth Partners LLC2,291$250K0.1%-11.3%0.000%
10/14/2025 Trust Co. of Vermont11,505$1.25M0.1%+7.7%0.002%
10/14/2025 Farther Finance Advisors LLC22,545$2.46M0.0%+105.0%0.003%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.5,192$566K0.1%+1.9%0.001%
10/14/2025 Parcion Private Wealth LLC2,846$310K0.0%+8.3%0.000%
10/14/2025 Baxter Bros Inc.31,405$3.42M0.4%-1.4%0.004%
10/14/2025 Patton Fund Management Inc.28,105$3.06M0.6%-6.3%0.004%
10/14/2025 HBK Sorce Advisory LLC4,005$425K0.0%+62.7%0.001%
10/14/2025 OFI Invest Asset Management206,964$22.55M0.0%+826.0%0.029%
10/14/2025 Exchange Traded Concepts LLC273,845$29.84M0.3%+15.0%0.039%
10/14/2025 Matrix Asset Advisors Inc. NY268,595$29.27M2.7%-6.5%0.038%
10/14/2025 Hutchinson Financial Advisors INC23,932$2.61M2.6%+2.6%0.003%
10/14/2025 Hall Laurie J Trustee1,895$206K0.1%N/A0.000%
10/14/2025 Legacy Wealth Asset Management LLC10,250$1.12M0.3%-2.2%0.001%
10/14/2025 Brighton Jones LLC9,891$1.08M0.0%+30.6%0.001%
10/14/2025 Clarius Group LLC2,565$279K0.0%-56.6%0.000%
10/10/2025 CHICAGO TRUST Co NA2,871$313K0.0%N/A0.000%
10/10/2025 USA Financial Formulas16,179$1.76M0.3%+10,831.8%0.002%
10/10/2025 Sound Income Strategies LLC77,562$8.29M0.5%+2.4%0.011%
10/10/2025 Thomasville National Bank1,857$202K0.0%N/A0.000%
10/10/2025 BNC Wealth Management LLC53,602$5.84M1.5%+3.2%0.008%
10/10/2025 Stolper Co79,307$8.64M2.6%-0.6%0.011%
10/10/2025 Douglas Lane & Associates LLC2,310$252K0.0%N/A0.000%
10/10/2025 Trust Point Inc.5,085$554K0.0%N/A0.001%
10/10/2025 Brown Lisle Cummings Inc.7,900$861K0.2%+41.9%0.001%
10/10/2025 Cyndeo Wealth Partners LLC4,573$498K0.0%-17.9%0.001%
10/10/2025 Quotient Wealth Partners LLC3,644$397K0.0%-4.9%0.001%
10/10/2025 Perpetual Ltd2,010$219K0.0%-18.7%0.000%
10/9/2025 CGN Advisors LLC29,628$3.23M0.3%-1.5%0.004%
10/9/2025 AdvisorNet Financial Inc41,944$4.57M0.3%-2.8%0.006%
10/9/2025 Norman Fields Gottscho Capital Management LLC1,886$205K0.1%N/A0.000%
10/9/2025 L. Roy Papp & Associates LLP2,000$218K0.0%N/A0.000%
10/9/2025 IVC Wealth Advisors LLC5,870$640K0.3%-6.0%0.001%
10/9/2025 Newman Dignan & Sheerar Inc.1,959$213K0.0%N/A0.000%
10/9/2025 Louisbourg Investments Inc.42,073$4.58M0.9%-0.2%0.006%
10/9/2025 Board of the Pension Protection Fund14,100$1.54M1.5%-18.5%0.002%
10/9/2025 Princeton Global Asset Management LLC946$103K0.0%+112.1%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC99,109$10.80M0.3%-3.7%0.014%
10/9/2025 Redhawk Wealth Advisors Inc.13,308$1.45M0.2%+2.6%0.002%
10/9/2025 Voya Investment Management LLC354,012$38.57M0.0%-57.3%0.050%
10/9/2025 Voya Financial Advisors Inc.18,018$1.98M0.2%+8.1%0.003%
10/9/2025 Hummer Financial Advisory Services Inc2,150$234K0.2%N/A0.000%
10/9/2025 Dynamic Advisor Solutions LLC23,890$2.60M0.1%+2.0%0.003%
10/9/2025 Riversedge Advisors LLC2,410$263K0.0%N/A0.000%
10/8/2025 Marshall Financial Group LLC1,875$204K0.0%N/A0.000%
10/8/2025 FCG Investment Co16,059$1.75M0.8%+41.4%0.002%
10/8/2025 Patriot Financial Group Insurance Agency LLC21,883$2.38M0.3%-1.9%0.003%
10/8/2025 Teamwork Financial Advisors LLC118,621$12.93M1.3%+377.6%0.017%
10/8/2025 Peoples Bank KS8,895$969K1.0%-31.1%0.001%
10/8/2025 Wedmont Private Capital7,800$834K0.0%+4.3%0.001%
10/8/2025 Czech National Bank179,117$19.52M0.1%+2.4%0.025%
10/8/2025 Chesley Taft & Associates LLC1,932$211K0.0%N/A0.000%
10/8/2025 Country Club Bank124,633$13.68M0.8%-1.3%0.018%
10/8/2025 Quantum Financial Advisors LLC2,001$218K0.0%N/A0.000%
10/7/2025 Trinity Financial Advisors LLC3,111$339K0.1%-3.1%0.000%
10/7/2025 Woodstock Corp29,045$3.17M0.3%-1.1%0.004%
10/7/2025 Canandaigua National Bank & Trust Co.8,836$963K0.1%-2.9%0.001%
10/7/2025 1620 Investment Advisors Inc.1,043$114K0.1%-12.6%0.000%
10/7/2025 Assenagon Asset Management S.A.54,910$5.98M0.0%-0.9%0.008%
10/7/2025 Cullen Investment Group LTD.2,162$231K0.0%N/A0.000%
10/7/2025 Graphene Investments SAS33,800$3.68M2.3%-10.1%0.005%
10/6/2025 Moody National Bank Trust Division14,913$1.63M0.1%-1.7%0.002%
10/6/2025 HF Advisory Group LLC9,508$1.04M0.4%-7.2%0.001%
10/6/2025 Heartwood Wealth Advisors LLC1,745$190K0.0%N/A0.000%
10/6/2025 Venture Visionary Partners LLC2,019$220K0.0%N/A0.000%
10/6/2025 Nilsine Partners LLC23,768$2.59M0.2%+50.8%0.003%
10/3/2025 KFA Private Wealth Group LLC1,869$204K0.1%N/A0.000%
10/3/2025 Summit Financial Wealth Advisors LLC5,702$609K0.1%+1.8%0.001%
(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, 1,560 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were Vanguard Group Inc. ($6.48B), Dodge & Cox ($3.43B), State Street Corp ($3.03B), FMR LLC ($1.77B), Geode Capital Management LLC ($1.72B), Artisan Partners Limited Partnership ($1.44B), and First Eagle Investment Management LLC ($1.14B).Learn more on Bank of New York Mellon's institutional investors.

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

85.31% of Bank of New York Mellon's 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's stock?

Of the 1,302 institutional investors that purchased Bank of New York Mellon's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($42.48M), FMR LLC ($12.25M), Nuveen LLC ($9.22M), Vanguard Group Inc. ($4.81M), Wellington Management Group LLP ($4.03M), Northern Trust Corp ($2.24M), and AQR Capital Management LLC ($2.22M).

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

Institutional investors have bought a total of 107,401,508 shares in the last 24 months. This purchase volume represents approximately $8.67B in transactions.

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

Of the 749 institutional investors that sold Bank of New York Mellon's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($10.91M), Victory Capital Management Inc. ($7.36M), Wellington Management Group LLP ($5.83M), American Century Companies Inc. ($3.63M), Davis Selected Advisers ($3.47M), First Eagle Investment Management LLC ($3.06M), and Yacktman Asset Management LP ($2.94M).

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

Institutional investors have sold a total of 86,650,351 shares in the last 24 months. This volume of shares sold represents approximately $7.07B in transactions.


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This page (NYSE:BK) was last updated on 10/15/2025 by MarketBeat.com Staff
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