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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$162.14 +3.65 (+2.30%)
As of 08/24/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
85.31%
Number of
Institutional Buyers
(last 12 months)
1022
Total
Institutional Inflows
(last 12 months)
$48.82B
Number of
Institutional Sellers
(last 12 months)
638
Total
Institutional Outflows
(last 12 months)
$5.06B
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BNY 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
8/24/2026Strategic Financial Services Inc.1,897$274K0.0%N/A0.000%
8/24/2026California State Teachers Retirement System156,304,900$22.60B0.1%N/A23.037%
8/23/2026 Studio Investment Management LLC4,546$657K0.1%N/A0.001%
8/23/2026 Washington Trust Advisors Inc.1,897$274K0.0%N/A0.000%
8/23/2026 Agate Pass Investment Management LLC17,690$2.56M0.9%N/A0.003%
8/23/2026 Ameritas Advisory Services LLC3,448$499K0.0%N/A0.001%
8/23/2026 Guardian Wealth Advisors LLC NC4,943$715K0.0%N/A0.001%
8/23/2026 Wedmont Private Capital8,886$1.35M0.0%N/A0.001%
8/23/2026 Kintra Wealth LLC1,414$204K0.0%N/A0.000%
8/23/2026 Endeavor Private Wealth Inc.16,370$2.37M0.6%N/A0.002%
8/23/2026 Insight Inv LLC2,205$319K0.2%N/A0.000%
8/23/2026 HB Wealth Management LLC43,139$6.24M0.0%N/A0.006%
8/23/2026 Nilsine Partners LLC26,748$3.87M0.3%N/A0.004%
8/23/2026 Saudi Central Bank48,083$6.95M0.1%N/A0.007%
8/23/2026 Fortitude Advisory Group L.L.C.5,280$764K0.3%N/A0.001%
8/23/2026 Angeles Wealth Management LLC5,564$796K0.0%N/A0.001%
8/23/2026 Azimuth Capital Investment Management LLC209,578$30.31M1.0%N/A0.031%
8/23/2026 HF Advisory Group LLC5,093$736K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC4,998$761K0.1%N/A0.001%
8/22/2026 NBH Bank2,451$354K0.1%N/A0.000%
8/22/2026 AlphaGrep UK Ltd4,170$603K0.2%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC1,480$214K0.1%N/A0.000%
8/22/2026 Markowski Investments1,545$223K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC1,698$246K0.1%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich983$142K0.0%N/A0.000%
8/22/2026 Retirement Wealth Solutions LLC244$35K0.0%N/A0.000%
8/22/2026 Raiffeisen Bank International AG79,042$11.37M0.1%N/A0.012%
8/22/2026 Sapient Capital LLC5,200$752K0.0%N/A0.001%
8/22/2026 Rogco LP5,118$740K0.2%N/A0.001%
8/22/2026 AdviceOne Advisory Services LLC4,606$666K0.4%N/A0.001%
8/22/2026 Syon Capital LLC13,577$1.96M0.1%N/A0.002%
8/22/2026 denkapparat Operations GmbH6,608$956K0.3%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.611,028$89.29M0.2%N/A0.090%
8/22/2026 Premier Path Wealth Partners LLC29,881$4.32M0.5%N/A0.004%
8/22/2026 United Community Bank361$52K0.0%N/A0.000%
8/22/2026 Lakeshore Financial Planning Inc.1,392$201K0.1%N/A0.000%
8/22/2026 Concurrent Investment Advisors LLC24,689$3.57M0.0%N/A0.004%
8/22/2026 NEOS Investment Management LLC111,041$16.06M0.1%N/A0.016%
8/22/2026 Exchange Bank7,354$1.06M0.7%N/A0.001%
8/21/2026 AXQ Capital LP22,792$3.30M0.4%N/A0.003%
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8/21/2026 Smallwood Wealth Investment Management LLC752$109K0.0%N/A0.000%
8/21/2026 Greenspring Advisors LLC1,949$282K0.0%N/A0.000%
8/21/2026 Waycross Investment Management Co4,000$578K0.3%N/A0.001%
8/21/2026 Paragon Private Wealth Management LLC1,746$252K0.1%N/A0.000%
8/21/2026 Continuum Advisory LLC2,764$400K0.0%N/A0.000%
8/21/2026 Orion Capital Management LLC380$55K0.0%N/A0.000%
8/21/2026 Round Rock Advisors LLC8,442$1.22M0.2%N/A0.001%
8/21/2026 Nykredit A S227,919$32.96M0.1%N/A0.034%
8/21/2026 Thrive Wealth Management LLC2,201$318K0.0%N/A0.000%
8/21/2026 Hudson Portfolio Management LLC21,708$3.14M2.4%N/A0.003%
8/21/2026 Tranquilli Financial Advisor LLC6,981$1.01M0.5%N/A0.001%
8/21/2026 B. Metzler seel. Sohn & Co. AG158,233$22.88M0.2%N/A0.023%
8/21/2026 Firestone Capital Management5,413$783K0.1%N/A0.001%
8/21/2026 KFA Private Wealth Group LLC1,953$283K0.1%N/A0.000%
8/21/2026 Laidlaw Wealth Management LLC3,885$562K1.7%N/A0.001%
8/21/2026 Secure Asset Management LLC5,157$746K0.1%N/A0.001%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,398$347K0.1%N/A0.000%
8/21/2026 Luken Investment Analytics LLC184$27K0.0%N/A0.000%
8/21/2026 Investors Research Corp1,894$274K0.0%N/A0.000%
8/21/2026 Triumph Capital Management1,458$211K0.0%N/A0.000%
8/21/2026 Legacy Financial Advisors Inc.3,740$541K0.1%N/A0.001%
8/20/2026 Proficio Capital Partners LLC2,397$347K0.0%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas1,516$219K0.0%N/A0.000%
8/20/2026 Clifford Swan Investment Counsel LLC67,612$9.78M0.3%N/A0.010%
8/20/2026 Rehmann Capital Advisory Group4,795$694K0.0%N/A0.001%
8/20/2026 Railway Pension Investments Ltd70,300$10.17M0.1%N/A0.010%
8/20/2026 JNBA Financial Advisors3,255$471K0.0%N/A0.000%
8/20/2026 Strategic Advisors LLC4,329$626K0.1%N/A0.001%
8/20/2026 Kintegral Advisory LLC98,105$14.19M1.2%N/A0.014%
8/20/2026 CTC Alternative Strategies Ltd.4,300$622K0.9%N/A0.001%
8/20/2026 BTG Pactual Asset Management US LLC14,129$2.04M0.1%N/A0.002%
8/20/2026 Rothschild Capital Partners LLC6,819$986K0.2%N/A0.001%
8/20/2026 RPg Family Wealth Advisory LLC84,116$12.16M1.9%N/A0.012%
8/20/2026 Ancora Advisors LLC1,370$198K0.0%N/A0.000%
8/20/2026 Susquehanna Fundamental Investments LLC12,914$1.87M0.0%N/A0.002%
8/20/2026 Sigma Planning Corp5,894$852K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC3,039$439K0.0%N/A0.000%
8/20/2026 Benjamin Edwards Inc.21,367$3.09M0.0%N/A0.003%
8/20/2026 Cacti Asset Management LLC233,515$33.77M1.7%N/A0.034%
8/20/2026 GTS Securities LLC1,886$273K0.0%N/A0.000%
8/20/2026 Flputnam Investment Management Co.61,997$8.97M0.1%N/A0.009%
8/20/2026 Northwestern Mutual Wealth Management Co.91,513$13.23M0.0%N/A0.013%
8/20/2026 Private Management Group Inc.314,802$45.52M1.2%N/A0.046%
8/20/2026 Wedbush Securities Inc.15,075$2.18M0.1%N/A0.002%
8/20/2026 Greenleaf Trust28,754$4.16M0.0%N/A0.004%
8/19/2026 Delta Asset Management LLC TN216,681$31.33M2.7%N/A0.032%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,396,325$1.21B0.2%N/A1.237%
8/19/2026 New Mexico Educational Retirement Board34,260$4.95M0.1%N/A0.005%
8/19/2026 Royal London Asset Management Ltd.334,994$48.44M0.1%N/A0.049%
8/19/2026 Mufg Securities Americas Inc.22,697$3.28M0.2%N/A0.003%
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8/19/2026 Ferguson Wellman Capital Management Inc.24,759$3.58M0.0%N/A0.004%
8/19/2026 Nissay Asset Management Corp Japan92,524$13.38M0.1%N/A0.014%
8/19/2026 Lincoln Capital Corp2,037$295K0.1%N/A0.000%
8/19/2026 Hsbc Holdings PLC1,765,095$255.68M0.1%N/A0.260%
8/19/2026 Goodwin Investment Advisory11,344$1.64M3.3%N/A0.002%
8/19/2026 Wellington Management Group LLP8,129,285$1.18B0.2%N/A1.198%
8/19/2026 Kingsview Wealth Management LLC17,895$2.59M0.0%N/A0.003%
8/18/2026 Henson Edgewater Management LLC2,268$370K0.2%N/A0.000%
8/18/2026 Beacon Pointe Advisors LLC16,232$2.35M0.0%N/A0.002%
8/18/2026 Kimelman & Baird LLC1,700$246K0.0%N/A0.000%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,782 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were California State Teachers Retirement System ($22.60B), BlackRock Inc. ($8.32B), Vanguard Group Inc. ($8.28B), State Street Corp ($3.76B), Dodge & Cox ($3.00B), Bank of America Corp DE ($2.50B), and Geode Capital Management LLC ($2.14B).Learn more on Bank of New York Mellon's institutional investors.

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

Of the 1,518 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: California State Teachers Retirement System ($156.35M), BlackRock Inc. ($57.54M), Norges Bank ($38.90M), Northwestern Mutual Wealth Management Co. ($19.82M), Bank of America Corp DE ($17.28M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($16.13M), and Wellington Management Group LLP ($12.68M).

Institutional investors have bought a total of 352,518,185 shares in the last 24 months. This purchase volume represents approximately $48.82B in transactions.

Of the 638 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 ($11.81M), Morgan Stanley ($3.44M), First Eagle Investment Management LLC ($2.81M), Arrowstreet Capital Limited Partnership ($1.99M), Davis Selected Advisers ($1.38M), LSV Asset Management ($1.32M), and Artisan Partners Limited Partnership ($1.04M).

Institutional investors have sold a total of 44,799,595 shares in the last 24 months. This volume of shares sold represents approximately $5.06B in transactions.



Institutional ownership data for NYSE:BNY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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