Free Trial

Bank of New York Mellon (BK) Institutional Ownership

Bank of New York Mellon logo
$76.01
+1.01 (+1.35%)
(As of 11/5/2024 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)
655
Total
Institutional Inflows
(last 12 months)
$3.11B
Number of
Institutional Sellers
(last 12 months)
507
Total
Institutional Outflows
(last 12 months)
$2.21B
Get BK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bank of New York Mellon stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/5/2024Prime Capital Investment Advisors LLC5,119$368K0.0%-9.9%0.001%
11/5/2024Ashton Thomas Private Wealth LLC30,957$2.23M0.1%-1.2%0.004%
11/5/2024Sumitomo Mitsui Trust Group Inc.1,724,132$123.90M0.1%-6.4%0.234%
11/5/2024Apollon Wealth Management LLC18,868$1.36M0.0%+4.7%0.003%
11/5/2024Keystone Financial Services11,161$802K0.3%+4.8%0.002%
11/5/2024FDx Advisors Inc.6,445$463K0.1%-9.8%0.001%
11/5/2024Nations Financial Group Inc. IA ADV10,175$731K0.1%+17.6%0.001%
11/4/2024Loudon Investment Management LLC10,112$727K0.4%-1.5%0.001%
11/4/2024Venturi Wealth Management LLC1,147$82K0.0%+21.5%0.000%
11/4/2024Delta Financial Advisors LLC47,603$3.42M1.2%+2.7%0.006%
11/4/2024Catalytic Wealth RIA LLC5,959$428K0.1%N/A0.001%
11/4/2024Kennebec Savings Bank3,215$231K0.2%N/A0.000%
11/4/2024Ashton Thomas Securities LLC635$46K0.0%N/A0.000%
11/4/2024Intrinsic Value Partners LLC39,201$2.82M2.8%-0.6%0.005%
11/4/2024Los Angeles Capital Management LLC17,102$1.23M0.0%-52.4%0.002%
11/4/2024State of New Jersey Common Pension Fund D263,214$18.92M0.1%-2.8%0.036%
11/4/2024Crossmark Global Holdings Inc.121,963$8.76M0.2%+0.2%0.017%
11/4/2024Sigma Planning Corp5,470$393K0.0%+2.7%0.001%
11/2/2024 Covestor Ltd1,297$93K0.1%+216.3%0.000%
11/2/2024 Mesirow Financial Investment Management Inc.10,212$734K0.0%+1.9%0.001%
11/1/2024 Atria Investments Inc74,866$5.38M0.1%-10.5%0.010%
11/1/2024 Essex Savings Bank3,172$228K0.1%N/A0.000%
11/1/2024 Tompkins Financial Corp3,214$231K0.0%+7.5%0.000%
11/1/2024 Westchester Capital Management Inc.190,973$13.72M3.3%-0.8%0.026%
11/1/2024 Lindbrook Capital LLC3,976$286K0.0%-5.8%0.001%
11/1/2024 Wealth Quarterback LLC11,241$808K0.4%-3.0%0.002%
11/1/2024 Assetmark Inc.1,869$134K0.0%+64.7%0.000%
11/1/2024 Verdence Capital Advisors LLC20,285$1.46M0.1%+44.5%0.003%
11/1/2024 Galvin Gaustad & Stein LLC248,308$17.84M1.6%-50.5%0.034%
11/1/2024 CWA Asset Management Group LLC28,391$2.04M0.1%N/A0.004%
11/1/2024 Fiera Capital Corp72,121$5.18M0.0%+16.2%0.010%
11/1/2024 Granite Group Advisors LLC43,699$3.14M2.0%-1.2%0.006%
11/1/2024 AIA Group Ltd31,122$2.24M0.1%+1.5%0.004%
11/1/2024 Summit Global Investments14,193$1.02M0.1%-19.2%0.002%
11/1/2024 Verity Asset Management Inc.2,821$203K0.1%-24.5%0.000%
10/31/2024 Hara Capital LLC2,118$152K0.1%N/A0.000%
10/31/2024 Principal Financial Group Inc.883,853$63.51M0.0%+1.7%0.118%
10/31/2024 Forte Capital LLC ADV43,791$3.15M0.4%-0.8%0.006%
10/31/2024 M&G PLC942,376$67.85M0.3%-4.2%0.126%
10/31/2024 JNBA Financial Advisors7,451$535K0.1%-3.7%0.001%
Protect Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
10/31/2024 Donald L. Hagan LLC19,096$1.37M0.7%+8.0%0.003%
10/31/2024 Concurrent Investment Advisors LLC7,210$518K0.0%-11.7%0.001%
10/30/2024 Maia Wealth LLC2,646$202K0.0%N/A0.000%
10/30/2024 Catalina Capital Group LLC6,795$488K0.2%+2.2%0.001%
10/30/2024 Avidian Wealth Enterprises LLC7,024$505K0.0%+2.0%0.001%
10/30/2024 HF Advisory Group LLC10,363$745K0.3%+6.2%0.001%
10/30/2024 Fiduciary Family Office LLC24,928$1.79M0.6%-9.3%0.003%
10/30/2024 Garland Capital Management Inc.80,070$5.75M4.4%-15.3%0.011%
10/30/2024 Austin Private Wealth LLC3,417$246K0.0%-3.8%0.000%
10/30/2024 Amalgamated Bank145,403$10.45M0.1%-4.1%0.019%
10/30/2024 Sentry Investment Management LLC3,346$240K0.1%N/A0.000%
10/30/2024 United Advisor Group LLC8,275$595K0.1%N/A0.001%
10/30/2024 Yacktman Asset Management LP2,747,378$197.43M2.0%-21.1%0.367%
10/30/2024 Gulf International Bank UK Ltd58,521$4.21M0.1%-4.5%0.008%
10/30/2024 Catalyst Capital Advisors LLC1,092$78K0.0%N/A0.000%
10/30/2024 Mn Services Vermogensbeheer B.V.292,716$21.04M0.1%-1.9%0.039%
10/30/2024 PDS Planning Inc3,013$217K0.0%N/A0.000%
10/30/2024 Asset Management One Co. Ltd.316,742$22.76M0.1%+0.5%0.042%
10/30/2024 QRG Capital Management Inc.303,025$21.78M0.2%+139.1%0.041%
10/30/2024 National Pension Service1,851,269$133.03M0.1%+14.4%0.248%
10/30/2024 CORDA Investment Management LLC.729,331$52.41M4.1%-4.3%0.098%
10/30/2024 Klingenstein Fields & Co. LP18,931$1.36M0.1%-1.4%0.003%
10/29/2024 Robeco Institutional Asset Management B.V.2,214,826$159.16M0.3%+0.6%0.296%
10/29/2024 BSW Wealth Partners6,820$490K0.1%-37.1%0.001%
10/29/2024 Van ECK Associates Corp124,258$9.49M0.0%-13.6%0.017%
10/29/2024 Whitener Capital Management Inc.13,430$965K0.3%-4.7%0.002%
10/29/2024 Confluence Wealth Services Inc.15,273$1.10M0.1%+19.4%0.002%
10/29/2024 Baxter Bros Inc.36,217$2.60M0.3%-9.6%0.005%
10/29/2024 Janney Montgomery Scott LLC127,748$9.18M0.0%+14.4%0.017%
10/29/2024 Conning Inc.545,560$39.20M1.3%-7.7%0.073%
10/29/2024 Optas LLC3,038$218K0.1%N/A0.000%
10/29/2024 Clear Creek Financial Management LLC5,449$392K0.0%-5.8%0.001%
10/29/2024 Private Management Group Inc.703,920$50.58M1.8%-10.1%0.094%
10/29/2024 Biechele Royce Advisors331,011$23.79M7.8%-1.9%0.044%
10/29/2024 Farther Finance Advisors LLC4,846$348K0.0%+21.9%0.001%
10/28/2024 Lowe Brockenbrough & Co. Inc.19,257$1.38M0.1%-3.5%0.003%
10/28/2024 Murphy Pohlad Asset Management LLC43,221$3.11M1.3%-2.5%0.006%
10/28/2024 New York State Common Retirement Fund1,001,837$71.99M0.1%-9.1%0.134%
10/28/2024 Stephens Inc. AR69,691$5.01M0.1%+5.8%0.009%
10/28/2024 Cigna Investments Inc. New7,639$549K0.1%-3.8%0.001%
10/28/2024 United Asset Strategies Inc.25,138$1.81M0.2%N/A0.003%
10/28/2024 Rosenberg Matthew Hamilton2,006$144K0.0%+22.9%0.000%
10/28/2024 US Bancorp DE202,545$14.56M0.0%+1.1%0.027%
10/28/2024 Congress Asset Management Co.7,632$548K0.0%+6.4%0.001%
10/28/2024 HM Payson & Co.8,751$629K0.0%-7.2%0.001%
10/28/2024 Meitav Investment House Ltd.17,633$1.27M0.0%N/A0.002%
10/25/2024 Folger Nolan Fleming Douglas Capital Management Inc.11,535$829K0.1%-4.6%0.002%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV4,697$338K0.0%-28.3%0.001%
10/25/2024 SteelPeak Wealth LLC3,182$229K0.0%N/A0.000%
10/25/2024 Pinnacle Associates Ltd.76,702$5.51M0.1%+3.1%0.010%
Protect Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
10/25/2024 First Trust Direct Indexing L.P.30,502$2.19M0.1%+4.6%0.004%
10/25/2024 New York State Teachers Retirement System756,145$54.34M0.1%-2.5%0.101%
10/25/2024 Valmark Advisers Inc.12,637$908K0.0%+2.9%0.002%
10/25/2024 Sicart Associates LLC5,000$359K0.1%-50.0%0.001%
10/25/2024 Integrated Advisors Network LLC3,598$259K0.0%-14.9%0.000%
10/25/2024 Fortitude Family Office LLC611$44K0.0%+130.6%0.000%
10/25/2024 abrdn plc1,450,249$103.42M0.2%+4.6%0.194%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.195,466$14.05M1.0%-38.9%0.026%
10/25/2024 Pallas Capital Advisors LLC5,426$415K0.0%+6.5%0.001%
10/24/2024 Nisa Investment Advisors LLC132,496$9.52M0.1%+67.8%0.018%
(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, 1,228 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 ($940.93M).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 1,034 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), FMR LLC ($4.37M), Van ECK Associates Corp ($3.63M), Marshall Wace LLP ($3.07M), and Amundi ($2.96M).

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

Institutional investors have bought a total of 135,462,658 shares in the last 24 months. This purchase volume represents approximately $6.52B in transactions.

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

Of the 737 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), American Century Companies Inc. ($5.82M), FMR LLC ($4.71M), Davis Selected Advisers ($3.79M), Van ECK Associates Corp ($3.79M), Deutsche Bank AG ($3.26M), and Wellington Management Group LLP ($2.46M).

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

Institutional investors have sold a total of 120,020,196 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.



This page (NYSE:BK) was last updated on 11/5/2024 by MarketBeat.com Staff
From Our Partners