Bank of New York Mellon (BK) Institutional Ownership

$57.17
-0.78 (-1.35%)
(As of 04/25/2024 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)
697
Total
Institutional Inflows
(last 12 months)
$4.12B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$2.33B
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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
4/25/2024Mendota Financial Group LLC1,008$58K0.0%-15.9%0.000%
4/25/2024Bank of New York Mellon Corp5,117,333$294.86M0.1%-4.3%0.680%
4/25/2024Borer Denton & Associates Inc.3,900$225K0.1%N/A0.001%
4/25/2024Kinneret Advisory LLC101,394$5.84M0.6%-0.3%0.013%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 1,649,490$95.04M0.3%+6.1%0.219%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund213,127$12.28M0.1%-2.3%0.028%
4/25/2024Aaron Wealth Advisors LLC5,205$300K0.0%+20.1%0.001%
4/25/2024 Valeo Financial Advisors LLC10,948$634K0.0%-1.7%0.001%
4/25/2024 Summit Financial LLC7,352$424K0.0%-2.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.60,336$3.48M0.0%+4.8%0.008%
4/24/2024 1900 Wealth Management LLC4,000$230K0.0%-10.3%0.001%
4/24/2024 Dakota Wealth Management147,030$8.47M0.2%+15.9%0.020%
4/24/2024 Simplicity Wealth LLC13,681$788K0.0%N/A0.002%
4/24/2024 Essex Financial Services Inc.11,204$646K0.1%+3.8%0.001%
4/24/2024 Bar Harbor Wealth Management4,934$284K0.0%N/A0.001%
4/24/2024 Assenagon Asset Management S.A.63,040$3.63M0.0%-3.4%0.008%
4/23/2024 Wetzel Investment Advisors Inc.510$28K0.0%+82.1%0.000%
4/23/2024 BSW Wealth Partners11,012$635K0.1%-9.6%0.001%
4/23/2024 Louisiana State Employees Retirement System44,200$2.55M0.0%-4.9%0.006%
4/23/2024 Sage Mountain Advisors LLC4,249$245K0.0%-8.4%0.001%
4/23/2024 Hamel Associates Inc.95,680$5.51M1.8%+42.6%0.013%
4/23/2024 Amalgamated Bank159,681$9.20M0.1%-24.3%0.021%
4/23/2024 Hall Laurie J Trustee3,415$197K0.1%-36.1%0.000%
4/23/2024 New Mexico Educational Retirement Board38,760$2.23M0.1%+3.7%0.005%
4/23/2024 Tyche Wealth Partners LLC3,764$217K0.1%-54.3%0.000%
4/23/2024 Fifth Third Bancorp92,240$5.32M0.0%-5.1%0.012%
4/23/2024 Wesbanco Bank Inc.9,753$562K0.0%+152.4%0.001%
4/23/2024 Summit Trail Advisors LLC4,914$283K0.0%+10.2%0.001%
4/23/2024 Regatta Capital Group LLC3,528$203K0.0%N/A0.000%
4/23/2024 Strategic Blueprint LLC3,598$207K0.0%N/A0.000%
4/23/2024 Cigna Investments Inc. New8,015$462K0.1%-3.6%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.192,540$11.09M0.0%-1.7%0.026%
4/23/2024 Sutton Place Investors LLC10,101$582K0.3%+2.4%0.001%
4/22/2024 Confluence Wealth Services Inc.10,242$590K0.1%+88.4%0.001%
4/22/2024 Rovin Capital UT ADV5,741$331K0.1%-8.0%0.001%
4/22/2024 Intrinsic Value Partners LLC39,991$2.30M2.5%-2.2%0.005%
4/22/2024 Greystone Financial Group LLC167,611$9.66M1.9%N/A0.022%
4/22/2024 HF Advisory Group LLC8,308$479K0.3%+24.7%0.001%
4/22/2024 PFG Investments LLC4,856$280K0.0%N/A0.001%
4/22/2024 Parsons Capital Management Inc. RI18,074$1.04M0.1%-4.2%0.002%
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4/22/2024 Outlook Wealth Advisors LLC12,541$723K0.2%-8.6%0.002%
4/22/2024 Raymond James & Associates630,717$36.34M0.0%+9.9%0.084%
4/22/2024 Signature Wealth Management Group64,563$3.63M1.6%N/A0.009%
4/22/2024 IFM Investors Pty Ltd169,719$9.78M0.1%-0.8%0.023%
4/22/2024Ashton Thomas Private Wealth LLC39,862$2.30M0.1%-5.1%0.005%
4/20/2024 Mezzasalma Advisors LLC5,073$292K0.1%+27.8%0.001%
4/19/2024 Fruth Investment Management11,500$662K0.2%-4.2%0.002%
4/19/2024 Legacy Wealth Asset Management LLC29,809$1.72M0.5%-2.0%0.004%
4/19/2024 First Trust Direct Indexing L.P.25,915$1.49M0.1%+10.2%0.003%
4/19/2024 Norden Group LLC15,093$870K0.0%N/A0.002%
4/19/2024 Valley National Advisers Inc.76,606$4.41M0.7%-5.7%0.010%
4/19/2024 State of Alaska Department of Revenue149,205$8.60M0.1%-13.5%0.020%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.2,022,334$116.53M0.1%-2.6%0.269%
4/18/2024 SeaCrest Wealth Management LLC6,669$384K0.0%-31.8%0.001%
4/18/2024 State of Michigan Retirement System223,855$12.90M0.1%-1.1%0.030%
4/18/2024 MV Capital Management Inc.1,818$105K0.0%+15.1%0.000%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH28,482$1.64M0.4%+10.7%0.004%
4/18/2024 Allspring Global Investments Holdings LLC748,538$43.13M0.1%-23.4%0.099%
4/18/2024 Oak Thistle LLC8,561$493K0.4%-2.3%0.001%
4/18/2024 Kowal Investment Group LLC8,719$502K0.1%+13.4%0.001%
4/18/2024 Oliver Luxxe Assets LLC3,773$217K0.0%N/A0.001%
4/18/2024 Diversified Trust Co44,724$2.58M0.1%N/A0.006%
4/18/2024 Aviance Capital Partners LLC11,000$634K0.1%N/A0.001%
4/18/2024 LVW Advisors LLC13,862$799K0.1%+25.9%0.002%
4/17/2024 Founders Financial Securities LLC7,032$405K0.0%N/A0.001%
4/17/2024 Kathleen S. Wright Associates Inc.550$32K0.0%N/A0.000%
4/17/2024 Alpha Omega Wealth Management LLC55,945$3.22M0.6%-0.6%0.007%
4/17/2024 Grimes & Company Inc.5,801$334K0.0%N/A0.001%
4/16/2024Kathmere Capital Management LLC7,047$406K0.0%+9.4%0.001%
4/16/2024 Lincoln Capital LLC65,076$3.75M0.8%-1.2%0.009%
4/16/2024 Wealth Enhancement Advisory Services LLC54,013$3.11M0.0%+8.7%0.007%
4/16/2024 Cardinal Capital Management140,012$8.07M1.3%+7.8%0.019%
4/15/2024 Matrix Asset Advisors Inc. NY526,456$30.33M3.6%-1.9%0.070%
4/15/2024 Brookstone Capital Management128,508$7.41M0.1%-2.0%0.017%
4/15/2024 Benin Management CORP13,193$760K0.2%-18.5%0.002%
4/15/2024 Sound Income Strategies LLC48,415$2.79M0.2%+11.0%0.006%
4/15/2024 West Paces Advisors Inc.707$41K0.0%-64.0%0.000%
4/12/2024 Gateway Investment Advisers LLC21,688$1.25M0.0%+7.5%0.003%
4/12/2024 CGN Advisors LLC27,989$1.61M0.2%+21.3%0.004%
4/12/2024 Miller Howard Investments Inc. NY1,108,213$63.86M2.1%-0.4%0.147%
4/12/2024 Global Assets Advisory LLC18,512$1.07M0.0%N/A0.002%
4/12/2024 CHICAGO TRUST Co NA7,881$454K0.1%-3.6%0.001%
4/12/2024 Northwest Investment Counselors LLC63,578$3.66M0.9%-2.2%0.008%
4/12/2024 Folger Nolan Fleming Douglas Capital Management Inc.12,657$729K0.1%-3.6%0.002%
4/11/2024 Ballentine Partners LLC17,065$983K0.0%+33.3%0.002%
4/11/2024 O Keefe Stevens Advisory Inc.3,710$214K0.1%N/A0.000%
4/11/2024 International Assets Investment Management LLC16,375$944K0.0%-89.0%0.002%
4/11/2024 Matthew Goff Investment Advisor LLC281,113$16.20M3.3%+1.7%0.037%
4/11/2024 Gulf International Bank UK Ltd64,301$3.71M0.1%+0.7%0.009%
4/11/2024 Meyer Handelman Co.3,696$213K0.0%N/A0.000%
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4/11/2024 Wynn Capital LLC22,279$1.28M1.0%-4.2%0.003%
4/10/2024 Park Avenue Securities LLC16,697$962K0.0%+53.4%0.002%
4/10/2024 Banque Cantonale Vaudoise92,606$5.34M0.2%+10.8%0.012%
4/10/2024 Polianta Ltd20,800$1.20M0.6%N/A0.003%
4/10/2024 Czech National Bank133,607$7.70M0.1%-0.8%0.018%
4/9/2024 Stolper Co78,541$4.53M1.6%+0.6%0.010%
4/9/2024 Curbstone Financial Management Corp10,750$619K0.1%-1.8%0.001%
4/9/2024 Alaska Permanent Fund Corp50,043$2.88M0.0%-4.2%0.007%
4/8/2024 Tompkins Financial Corp3,000$173K0.0%+119.8%0.000%
4/5/2024 First Hawaiian Bank68,430$3.94M0.1%+2.2%0.009%
(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, 1,185 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), 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 ($843.91M).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 1,004 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 ($3.37M), 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 150,679,579 shares in the last 24 months. This purchase volume represents approximately $6.89B in transactions.

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

Of the 727 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 124,116,301 shares in the last 24 months. This volume of shares sold represents approximately $5.57B in transactions.


This page (NYSE:BK) was last updated on 4/25/2024 by MarketBeat.com Staff

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