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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$153.82 -0.85 (-0.55%)
As of 09/16/2026 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)
1046
Total
Institutional Inflows
(last 12 months)
$27.94B
Number of
Institutional Sellers
(last 12 months)
635
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
9/9/2026 Bouchey Financial Group Ltd.1,415$205K0.0%N/A0.000%
9/9/2026 Sequoia Financial Advisors LLC63,485$9.18M0.0%N/A0.009%
9/9/2026 Van Hulzen Asset Management LLC6,118$885K0.1%N/A0.001%
9/9/2026 IPG Investment Advisors LLC15,113$2.19M0.3%N/A0.002%
9/9/2026 MCF Advisors LLC408$59K0.0%N/A0.000%
9/9/2026 Archford Capital Strategies LLC25,258$3.65M0.4%N/A0.004%
9/9/2026 National Pension Service2,223,062$321.48M0.2%N/A0.328%
9/9/2026 WINTON GROUP Ltd34,333$4.97M0.2%N/A0.005%
9/9/2026 M.E. Allison & CO. Inc.4,170$603K0.3%N/A0.001%
9/9/2026 Engineers Gate Manager LP8,740$1.26M0.0%N/A0.001%
9/9/2026 Cidel Asset Management Inc.5,250$759K0.0%N/A0.001%
9/9/2026 Plimoth Trust Co. LLC2,110$305K0.1%N/A0.000%
9/9/2026 Capital Analysts LLC4,388$635K0.0%N/A0.001%
9/9/2026 Summit Financial Strategies Inc.8,478$1.23M0.1%N/A0.001%
9/9/2026 SVB Wealth LLC14,016$2.03M0.1%N/A0.002%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC5,651$817K0.0%N/A0.001%
9/9/2026 NorthRock Partners LLC1,920$278K0.0%N/A0.000%
9/9/2026 Integrated Wealth Concepts LLC57,020$8.25M0.0%N/A0.008%
9/9/2026 Community Bank N.A.438$63K0.0%N/A0.000%
9/9/2026 NewEdge Advisors LLC502,866$72.72M0.2%N/A0.074%
9/9/2026 IFP Advisors Inc5,080$735K0.0%N/A0.001%
9/9/2026 Baird Financial Group Inc.98,910$14.30M0.0%N/A0.015%
9/9/2026 Beacon Investment Advisory Services Inc.11,317$1.64M0.1%N/A0.002%
9/9/2026 Stableford Capital II LLC10,658$1.54M0.6%N/A0.002%
9/8/2026 Mraz Amerine & Associates Inc.19,700$2.85M0.4%N/A0.003%
9/8/2026 Hudock Inc.3,524$510K0.1%N/A0.001%
9/8/2026 Allworth Financial LP32,561$4.71M0.0%N/A0.005%
9/8/2026 Arizona State Retirement System190,603$27.56M0.1%N/A0.028%
9/8/2026 Waverly Advisors LLC26,696$3.86M0.0%N/A0.004%
9/8/2026 Murphy Pohlad Asset Management LLC36,896$5.34M1.8%N/A0.005%
9/8/2026 Empirical Finance LLC26,113$3.78M0.2%N/A0.004%
9/8/2026 Nykredit A S206,162$29.81M0.1%N/A0.030%
9/4/2026 Parkside Financial Bank & Trust3,032$438K0.0%N/A0.000%
9/2/2026 Range Advisory LLC2,830$409K0.0%+17.6%0.000%
9/2/2026 Brown Lisle Cummings Inc.7,000$1.01M0.2%N/A0.001%
8/28/2026 Cornerstone Financial Management LLC784$113K0.1%+11.4%0.000%
8/27/2026 Corient Private Wealth LP334,931$48.43M0.1%N/A0.049%
8/27/2026 Optimize Financial Inc.4,120$596K0.2%N/A0.001%
8/27/2026 Formuepleje A S67,784$9.80M0.8%+3.0%0.010%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co4,915$711K0.2%N/A0.001%
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8/26/2026 HORAN Wealth LLC2,185$316K0.0%N/A0.000%
8/26/2026 Amundi6,815,110$985.53M0.2%N/A1.004%
8/26/2026 HighTower Advisors LLC352,843$51.03M0.0%N/A0.052%
8/25/2026 Groupe la Francaise2,956$427K0.0%N/A0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al490,809$70.98M0.4%N/A0.072%
8/24/2026 Strategic Financial Services Inc.1,897$274K0.0%N/A0.000%
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%
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%
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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%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,785 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 ($3.76B), 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 1,525 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 207,874,263 shares in the last 24 months. This purchase volume represents approximately $27.94B in transactions.

Of the 635 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 44,781,953 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 9/9/2026. New 13F filings are added each quarter as they're published.
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