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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$151.46 -1.33 (-0.87%)
As of 10:10 AM 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)
1020
Total
Institutional Inflows
(last 12 months)
$28.11B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$10.31B
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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
11/13/2026Wealth Alliance LLC3,023$437K0.0%-3.1%0.000%
11/13/2026Trivium Point Advisory LLC16,745$2.42M0.2%+6.8%0.002%
11/13/2026Borer Denton & Associates Inc.35,168$5.09M1.7%-0.6%0.005%
11/13/2026Bleakley Financial Group LLC27,676$4.00M0.0%+11.4%0.004%
11/13/2026One Wealth Advisors LLC3,176$459K0.1%+2.1%0.000%
11/13/2026Essex Financial Services Inc.15,731$2.28M0.1%+8.8%0.002%
11/13/2026Polymer Capital Management US LLC14,377$2.08M0.3%+175.0%0.002%
11/13/2026Novare Capital Management LLC121,637$17.59M1.2%-8.1%0.018%
11/13/2026Smith Moore & CO.1,994$288K0.0%-21.5%0.000%
11/13/2026Lifeworks Advisors LLC55,179$7.98M0.8%N/A0.008%
11/13/2026Edgar Lomax Co. VA90,969$13.16M1.0%-1.1%0.014%
11/13/2026N.F.U. MUTUAL UNIT MANAGERS Ltd14,553$2.11M0.4%N/A0.002%
11/13/2026BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp88,172$12.75M0.1%-14.4%0.013%
11/13/2026Portland Global Advisors LLC81,600$11.80M1.1%+0.7%0.012%
11/13/2026Gabelli Funds LLC999,207$144.52M1.0%-13.6%0.148%
11/13/2026GABELLI & Co INVESTMENT ADVISERS INC.9,200$1.33M0.1%-5.2%0.001%
11/13/2026Gamco Investors INC. ET AL910,942$131.75M1.3%-6.7%0.135%
11/12/2026AlphaGrep UK Ltd7,428$1.07M0.3%+78.1%0.001%
11/12/2026Meeder Advisory Services Inc.26,714$3.86M0.1%+4.7%0.004%
11/12/2026Benjamin Edwards Inc.21,738$3.14M0.0%+1.7%0.003%
11/12/2026DiPaolo Financial Group Inc.674$97K0.1%N/A0.000%
11/12/2026First Trust Advisors LP4,158,601$601.46M0.4%-0.3%0.618%
11/12/2026BNP Paribas42,744$6.18M0.1%+530.1%0.006%
11/12/2026NWK Group Inc.68,869$9.96M3.2%-0.2%0.010%
11/12/2026Jackson Thornton Wealth Management LLC2,083$301K0.0%-20.6%0.000%
11/12/2026Horizon Kinetics Asset Management LLC10,058$1.46M0.0%-2.4%0.001%
11/12/2026Allianz SE43,559$6.30M0.1%+7.9%0.006%
11/12/2026Sumitomo Mitsui Financial Group Inc.27,941$4.04M0.1%-51.5%0.004%
11/12/2026State Street Corp31,665,157$4.58B0.1%-50.2%4.706%
11/12/2026Ilmarinen Mutual Pension Insurance Co179,761$26.00M0.2%+26.4%0.027%
11/12/2026 Intesa Sanpaolo Wealth Management28,345$4.10M0.7%+8.5%0.004%
11/12/2026Resona Asset Management Co. Ltd.431,605$62.55M0.3%+115.4%0.064%
11/12/2026Edgewood Management LLC12,704$1.84M0.0%-57.2%0.002%
11/12/2026Rathbones Group PLC23,151$3.35M0.0%-31.5%0.003%
11/12/2026Sumitomo Life Insurance Co.20,059$2.90M0.0%-7.8%0.003%
11/12/2026TIAA CREF Individual & Institutional Services LLC43,418$6.28M0.0%+1.7%0.006%
11/12/2026Whittier Trust Co.66,341$9.47M0.1%-0.4%0.010%
11/11/2026 Advisors Asset Management Inc.120,262$17.39M0.2%N/A0.018%
11/11/2026 Edmond DE Rothschild Holding S.A.6,806$984K0.0%-9.7%0.001%
11/11/2026 Private Wealth Asset Management LLC3,629$536K0.0%+513.0%0.001%
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11/11/2026 Alteri Wealth LLC5,995$867K0.2%+14.2%0.001%
11/11/2026 USS Investment Management Ltd123,213$17.82M0.1%-3.3%0.018%
11/11/2026 Greenline Wealth Management LLC1,762$255K0.2%N/A0.000%
11/11/2026 Westpac Banking Corp56,881$8.23M0.5%+0.7%0.008%
11/11/2026 Private Advisor Group LLC66,727$9.65M0.0%+71.3%0.010%
11/11/2026 Tyche Wealth Partners LLC2,057$298K0.0%+5.7%0.000%
11/11/2026 Focus Advisor Solutions LLC16,839$2.44M0.0%+115.9%0.003%
11/11/2026 Colonial Trust Co SC1,943$281K0.0%-4.1%0.000%
11/11/2026 Checchi Capital Advisers LLC8,106$1.17M0.1%+1.0%0.001%
11/11/2026 Independent Advisor Alliance21,595$3.17M0.1%+17.5%0.003%
11/10/2026 OneAscent Family Office LLC1,570$227K0.1%N/A0.000%
11/10/2026 Meeder Asset Management Inc.195,302$28.25M1.4%+0.1%0.029%
11/10/2026 Hudson Portfolio Management LLC20,328$2.94M2.2%-6.4%0.003%
11/10/2026 Composition Wealth LLC4,221$610K0.0%+12.8%0.001%
11/10/2026 Voya Investment Management LLC281,623$40.73M0.0%-2.7%0.042%
11/10/2026 Bogart Wealth LLC629$91K0.0%+121.5%0.000%
11/10/2026 Public Sector Pension Investment Board449,462$63.53M0.1%+129.3%0.067%
11/10/2026 Global Retirement Partners LLC20,361$2.95M0.0%+9.5%0.003%
11/10/2026 South Dakota Investment Council18,572$2.69M0.0%-28.6%0.003%
11/10/2026 Rothschild Investment LLC23,374$3.38M0.1%+0.4%0.003%
11/10/2026 Sompo Asset Management Co. Ltd.6,100$882K0.1%-14.9%0.001%
11/10/2026 Impax Asset Management Group plc100,171$14.49M0.1%-1.6%0.015%
11/10/2026 First Eagle Investment Management LLC7,307,717$1.06B1.6%-60.6%1.086%
11/10/2026 Cibc World Market Inc.147,721$21.37M0.0%+0.5%0.022%
11/10/2026 Edgestream Partners L.P.56,976$8.24M0.2%N/A0.008%
11/10/2026 Banco Santander S.A.18,652$2.70M0.0%-2.3%0.003%
11/10/2026 SBI Okasan Asset Management Co.Ltd.9,960$1.46M0.0%-16.7%0.001%
11/10/2026 Troutman Wealth Management LLC3,625$524K0.4%-2.3%0.001%
11/10/2026 Teachers Retirement System of The State of Kentucky527,754$76.33M0.5%+53.8%0.078%
11/10/2026 HighTower Advisors LLC362,862$52.48M0.0%+2.8%0.054%
11/10/2026 Brendel Financial Advisors LLC11,117$1.61M0.7%+204.7%0.002%
11/10/2026 First National Bank & Trust Co. of Newtown5,533$814K0.2%-8.8%0.001%
11/10/2026 Boyar Asset Management Inc.46,551$6.73M3.7%-8.2%0.007%
11/9/2026 Intech Investment Management LLC126,854$18.35M0.2%-4.8%0.019%
11/9/2026 Morse Asset Management Inc11,873$1.72M0.3%+1.8%0.002%
11/9/2026 Laraway Financial Advisors Inc3,202$463K0.3%-9.2%0.000%
11/9/2026 Cetera Trust Company N.A930$135K0.1%-48.5%0.000%
11/9/2026 Silver Oak Securities Incorporated4,687$692K0.0%+4.4%0.001%
11/9/2026 Heritage Trust Co3,316$480K0.0%+7.9%0.000%
11/9/2026 Thoroughbred Financial Services LLC18,410$2.66M0.1%-8.0%0.003%
11/9/2026 Bessemer Group Inc.30,928$4.47M0.0%+39.9%0.005%
11/9/2026 Hantz Financial Services Inc.56,303$8.14M0.1%-3.9%0.008%
11/9/2026 Harbour Investments Inc.4,164$602K0.0%-2.6%0.001%
11/9/2026 Walsh & Associates LLC304$44K0.0%+50.5%0.000%
11/9/2026 FDx Advisors Inc.2,616$378K0.1%-2.6%0.000%
11/9/2026 IFG Advisory LLC37,237$5.39M0.2%-36.2%0.006%
11/9/2026 Trillium Asset Management LLC73,055$10.57M0.3%-22.5%0.011%
11/9/2026 Avise Financial Cooperative Inc.3,232$467K0.3%-26.4%0.000%
11/9/2026 Optas LLC4,006$579K0.1%-6.9%0.001%
11/9/2026 Danske Bank A S1,000,136$144.65M0.3%-39.1%0.149%
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11/9/2026 Drive Wealth Management LLC3,346$484K0.1%-25.6%0.000%
11/7/2026 Ibex Wealth Advisors67,199$9.72M0.7%+3.5%0.010%
11/7/2026 Hamel Associates Inc.75,070$10.86M2.9%-4.0%0.011%
11/6/2026 Aberdeen Group plc551,845$79.81M0.1%-6.9%0.082%
11/6/2026 ProVise Management Group LLC88,843$12.85M0.9%-5.7%0.013%
11/6/2026 Valmark Advisers Inc.13,470$1.95M0.0%+6.3%0.002%
11/6/2026 Money Concepts Capital Corp5,490$794K0.0%+30.8%0.001%
11/6/2026 Allworth Financial LP34,997$5.06M0.0%+7.5%0.005%
11/6/2026 Fisher Asset Management LLC9,238$1.34M0.0%+8.7%0.001%
11/6/2026 SVB Wealth LLC12,864$1.86M0.1%-8.2%0.002%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,825 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were BlackRock Inc. ($8.32B), Vanguard Group Inc. ($8.28B), State Street Corp ($4.58B), Dodge & Cox ($3.00B), Bank of America Corp DE ($2.50B), Geode Capital Management LLC ($2.14B), and FMR LLC ($1.77B).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 1,564 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: 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), Wellington Management Group LLP ($12.68M), and FMR LLC ($12.25M).

Institutional investors have bought a total of 207,726,012 shares in the last 24 months. This purchase volume represents approximately $28.11B in transactions.

Of the 585 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: State Street Corp ($32.75M), Dodge & Cox ($11.81M), First Eagle Investment Management LLC ($11.79M), Morgan Stanley ($3.44M), Davis Selected Advisers ($1.38M), Amundi ($776.06K), and Nuveen LLC ($752.81K).

Institutional investors have sold a total of 77,991,571 shares in the last 24 months. This volume of shares sold represents approximately $10.31B 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 11/13/2026. New 13F filings are added each quarter as they're published.
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