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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$163.30 +1.05 (+0.65%)
As of 08/14/2026 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)
960
Total
Institutional Inflows
(last 12 months)
$20.40B
Number of
Institutional Sellers
(last 12 months)
641
Total
Institutional Outflows
(last 12 months)
$5.07B
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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
8/15/2026Freestone Grove Partners LP358,327$51.82M0.3%N/A0.053%
8/15/2026Caisse de depot et placement du Quebec166,202$24.03M0.0%N/A0.024%
8/15/2026Man Group plc821,058$118.73M0.2%N/A0.121%
8/15/2026 Councilmark Asset Management LLC25,779$3.73M2.0%N/A0.004%
8/15/2026Polar Asset Management Partners Inc.43,446$6.28M0.1%N/A0.006%
8/15/2026Jupiter Topco LLC586,127$84.75M0.0%N/A0.086%
8/14/2026Hsbc Holdings PLC1,765,095$255.68M0.1%N/A0.260%
8/14/2026EFG International AG199$29K0.0%N/A0.000%
8/14/2026Ancora Advisors LLC1,370$198K0.0%N/A0.000%
8/14/2026Primecap Management Co. CA2,603,540$376.50M0.2%N/A0.384%
8/14/2026Canada Pension Plan Investment Board1,419,315$205.25M0.1%N/A0.209%
8/14/2026Galaxy Digital Capital Management GP LLC22,987$3.32M1.6%N/A0.003%
8/14/2026Osterweis Capital Management Inc.808$117K0.0%N/A0.000%
8/14/2026Legal & General Group Plc5,622,081$813.01M0.2%N/A0.829%
8/14/2026The Manufacturers Life Insurance Company 352,891$51.03M0.0%N/A0.052%
8/14/2026Kelly Lawrence W & Associates Inc. CA400$58K0.0%N/A0.000%
8/14/2026Jones Financial Companies Lllp2,251$326K0.0%N/A0.000%
8/14/2026 Van Hulzen Asset Management LLC6,118$885K0.1%N/A0.001%
8/14/2026Peak Asset Management LLC8,275$1.20M0.2%N/A0.001%
8/14/2026Fiduciary Financial Advisors251$36K0.0%N/A0.000%
8/14/2026Manning & Napier Advisors LLC257$37K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC3,913$566K0.1%N/A0.001%
8/14/2026 Cetera Trust Company N.A1,805$261K0.1%N/A0.000%
8/14/2026 Visionary Wealth Advisors90,673$13.11M0.5%N/A0.013%
8/14/2026 Whalen Wealth Management Inc.2,140$309K0.1%N/A0.000%
8/13/2026 D.B. Root & Company LLC1,578$228K0.0%N/A0.000%
8/13/2026 Cibc World Market Inc.147,021$21.26M0.0%N/A0.022%
8/13/2026 Satovsky Asset Management LLC1,670$241K0.0%N/A0.000%
8/13/2026 OMERS ADMINISTRATION Corp47,485$6.87M0.0%N/A0.007%
8/13/2026 Leigh Baldwin & CO. LLC1,916$277K0.1%N/A0.000%
8/13/2026 Osmosis Investment Management UK Ltd24,278$3.51M0.2%N/A0.004%
8/13/2026 Barbara Oil Co.80,000$11.57M3.9%N/A0.012%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.192,003$27.77M0.1%N/A0.028%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.15,330$2.22M0.1%N/A0.002%
8/13/2026 Haverford Trust Co3,720$538K0.0%N/A0.001%
8/13/2026 Clear Harbor Asset Management LLC2,116$306K0.0%N/A0.000%
8/13/2026 S&G Foundation251,000$36.30M1.7%N/A0.037%
8/13/2026 First Nebraska Trust Co5,025$727K0.1%N/A0.001%
8/13/2026 Bank of Nova Scotia120,199$17.38M0.0%N/A0.018%
8/12/2026 Welch Capital Partners LLC NY3,701$535K0.1%N/A0.001%
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8/12/2026 Hudson Portfolio Management LLC21,708$3.14M2.4%N/A0.003%
8/12/2026 Compass Financial Management LLC4,998$761K0.1%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC38,875$5.62M0.1%N/A0.006%
8/12/2026 Alta Advisers Ltd2,624$379K0.1%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.31,638$4.58M0.1%N/A0.005%
8/12/2026 Commerce Bank52,805$7.64M0.0%N/A0.008%
8/12/2026 Northwestern Mutual Wealth Management Co.91,513$13.23M0.0%N/A0.013%
8/12/2026 Quantbot Technologies LP9,808$1.42M0.1%N/A0.001%
8/12/2026 Evolve Private Wealth LLC3,609$522K0.0%N/A0.001%
8/12/2026 Farringdon Capital Ltd.1,643$238K0.1%N/A0.000%
8/12/2026 Varma Mutual Pension Insurance Co161,290$23.32M0.1%N/A0.024%
8/12/2026 Westpac Banking Corp56,478$8.17M0.5%N/A0.008%
8/12/2026 TRB Wealth Management LLC2,335$338K0.0%N/A0.000%
8/12/2026 Sumitomo Life Insurance Co.21,758$3.15M0.1%N/A0.003%
8/12/2026 Landscape Capital Management L.L.C.3,208$464K0.0%N/A0.000%
8/12/2026 Korea Investment CORP687,043$99.35M0.2%N/A0.101%
8/12/2026 EP Wealth Advisors LLC13,650$1.97M0.0%N/A0.002%
8/12/2026 Ieq Capital LLC61,592$8.91M0.0%N/A0.009%
8/12/2026 Burnham & Co LLC200$29K0.0%N/A0.000%
8/12/2026 Callan Family Office LLC112,282$16.24M0.3%N/A0.017%
8/12/2026 Laidlaw Wealth Management LLC3,885$562K1.6%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.4,521$654K0.3%N/A0.001%
8/12/2026 Keebeck Wealth Management2,303$333K0.0%N/A0.000%
8/11/2026 Keating Financial Advisory Services Inc.929$134K0.0%N/A0.000%
8/11/2026 Allworth Financial LP32,561$4.71M0.0%N/A0.005%
8/11/2026 Greenspring Advisors LLC1,949$282K0.0%N/A0.000%
8/11/2026 B. Metzler seel. Sohn & Co. AG158,233$22.88M0.2%N/A0.023%
8/11/2026 Virtus Advisers LLC2,643$382K0.1%N/A0.000%
8/11/2026 Silvant Capital Management LLC774$112K0.0%N/A0.000%
8/11/2026 Mystic Asset Management Inc.3,403$492K0.1%N/A0.001%
8/11/2026 Oxford Financial Group LTD. LLC7,123$1.03M0.1%N/A0.001%
8/11/2026 Kilter Group LLC933$135K0.0%N/A0.000%
8/11/2026 D L Carlson Investment Group Inc.32,282$4.67M0.7%N/A0.005%
8/11/2026 Portfolio Design Labs LLC4,343$628K0.1%N/A0.001%
8/11/2026 SGL Investment Advisors Inc.4,821$769K0.3%N/A0.001%
8/11/2026 Advisors Capital Management LLC11,016$1.59M0.0%N/A0.002%
8/11/2026 PCM Encore LLC3,797$549K0.1%N/A0.001%
8/11/2026 Trillium Asset Management LLC94,301$13.64M0.4%N/A0.014%
8/11/2026 E Fund Management Co. Ltd.2,587$374K0.0%N/A0.000%
8/11/2026 Asahi Life Asset Management CO. LTD.3,454$499K0.3%N/A0.001%
8/11/2026 NWK Group Inc.68,982$9.98M3.1%N/A0.010%
8/11/2026 Live Oak Investment Partners17,157$2.48M1.3%N/A0.003%
8/11/2026 Edmond DE Rothschild Holding S.A.7,537$1.09M0.0%N/A0.001%
8/11/2026 CM Wealth Advisors LLC3,301$477K0.1%N/A0.000%
8/10/2026 Csenge Advisory Group5,647$817K0.0%N/A0.001%
8/10/2026 Tocqueville Asset Management L.P.16,268$2.35M0.0%N/A0.002%
8/10/2026 West Family Investments Inc.2,525$365K0.1%N/A0.000%
8/10/2026 Denali Advisors LLC1,400$202K0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC16,020$2.32M0.0%N/A0.002%
8/10/2026 Great Lakes Advisors LLC33,034$4.78M0.0%N/A0.005%
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8/10/2026 Compass Wealth Management LLC2,400$347K0.1%N/A0.000%
8/10/2026 Pacific Sun Financial Corp1,500$217K0.1%N/A0.000%
8/10/2026 BOK Financial Private Wealth Inc.347$50K0.0%N/A0.000%
8/10/2026 Danica Pension Livsforsikringsaktieselskab88,105$12.74M0.2%N/A0.013%
8/10/2026 Danske Bank A S729,818$105.54M0.2%N/A0.108%
8/10/2026 Danske Bank A S912,584$131.97M0.3%N/A0.135%
8/10/2026 Diversify Advisory Services LLC16,877$2.66M0.0%N/A0.002%
8/10/2026 Gables Capital Management Inc.1,100$159K0.1%N/A0.000%
8/8/2026 Wealthfront Advisers LLC100,681$14.56M0.0%N/A0.015%
8/8/2026 Foster & Motley Inc.2,342$339K0.0%N/A0.000%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,750 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), Geode Capital Management LLC ($2.14B), FMR LLC ($1.77B), and Artisan Partners Limited Partnership ($1.71B).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 1,476 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. ($19.73M), FMR LLC ($12.25M), Nuveen LLC ($9.22M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.73M), and Legal & General Group Plc ($5.65M).

Institutional investors have bought a total of 155,652,591 shares in the last 24 months. This purchase volume represents approximately $20.40B in transactions.

Of the 640 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 44,809,218 shares in the last 24 months. This volume of shares sold represents approximately $5.07B 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 8/15/2026. New 13F filings are added each quarter as they're published.
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