Go Pro

Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$149.89 +3.27 (+2.23%)
As of 03:59 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)
1036
Total
Institutional Inflows
(last 12 months)
$9.85B
Number of
Institutional Sellers
(last 12 months)
767
Total
Institutional Outflows
(last 12 months)
$6.98B
Get BNY 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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/6/2026Graphene Investments SAS28,000$3.32M2.2%-8.8%0.004%
4/28/2026Whittier Trust Co. of Nevada Inc.12,045$1.49M0.0%+9.4%0.002%
4/28/2026Whittier Trust Co.14,422$1.78M0.0%-0.9%0.002%
4/22/2026Chemung Canal Trust Co.2,594$308K0.1%-4.6%0.000%
4/22/2026Janney Montgomery Scott LLC148,115$17.57M0.0%+7.3%0.022%
3/20/2026Hsbc Holdings PLC2,363,580$274.71M0.1%-10.6%0.343%
3/17/2026Stance Capital LLC11,780$1.37M0.5%-6.6%0.002%
3/17/2026Rockefeller Capital Management L.P.141,899$16.47M0.0%+17.9%0.021%
3/13/2026World Investment Advisors72,285$8.39M0.1%+14.4%0.011%
3/10/2026Advisortrust Partners LLC1,779$207K0.1%N/A0.000%
3/9/2026Corient Private Wealth LLC257,048$29.82M0.0%+8.1%0.037%
3/6/2026Hsbc Holdings PLC2,363,580$274.71M0.2%-10.6%0.344%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management727$84K0.1%N/A0.000%
3/4/2026Pure Financial Advisors LLC2,520$293K0.0%+9.9%0.000%
3/4/2026Rehmann Capital Advisory Group5,199$604K0.0%+13.2%0.001%
3/4/2026SHP Wealth Management618$72K0.0%N/A0.000%
3/4/2026BSN CAPITAL PARTNERS Ltd169,545$18.46M0.8%N/A0.025%
3/4/2026Stenger Family Office LLC11,928$1.39M0.3%+85.5%0.002%
3/2/2026Reflection Asset Management693$80K0.1%N/A0.000%
3/2/2026Tobam8,823$1.02M0.3%+703.6%0.001%
2/27/2026Groupama Asset Managment8,971$1.04M0.0%-9.4%0.001%
2/26/2026Anchor Investment Management LLC18,677$2.17M0.2%-1.1%0.003%
2/25/2026Sit Investment Associates Inc.37,815$4.39M0.1%-13.3%0.005%
2/24/2026DGS Capital Management LLC2,779$323K0.1%+18.8%0.000%
2/24/2026Barnes Wealth Management Group Inc2,178$253K0.1%-9.2%0.000%
2/24/2026SG Trading Solutions LLC5,249$609K0.1%N/A0.001%
2/24/2026Pacer Advisors Inc.62,250$7.23M0.0%-2.7%0.009%
2/23/2026Phillip James Consulting Co.497$60K1.0%N/A0.000%
2/23/2026Kera Capital Partners Inc.4,576$549K0.1%+12.6%0.001%
2/23/2026Virtu Financial LLC3,519$408K0.0%-47.2%0.001%
2/23/2026MV Capital Management Inc.2,150$250K0.0%N/A0.000%
2/20/2026Dean Capital Management32,240$3.74M1.6%+3.2%0.005%
2/20/2026Dorsey Wright & Associates86,163$10.00M2.2%-1.7%0.012%
2/20/2026Kovitz Investment Group Partners LLC56,999$6.62M0.1%-82.1%0.008%
2/19/2026WealthPoint Financial LLC1,824$212K0.2%N/A0.000%
2/19/2026Van Diest Capital LLC1,787$207K0.3%N/A0.000%
2/19/2026Compound Planning Inc.41,356$4.80M0.1%+0.6%0.006%
2/19/2026Invesco Ltd.7,680,429$891.62M0.1%+8.2%1.101%
2/19/2026First Growth Capital LLC2,330$284K0.3%N/A0.000%
2/19/2026Axxcess Wealth Management LLC24,737$2.87M0.0%+2.4%0.004%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/19/2026Corient Private Wealth LLC314,465$36.51M0.0%+32.3%0.045%
2/18/2026Alpine Woods Capital Investors LLC30,485$3.54M0.8%-18.6%0.004%
2/18/2026Mercer Global Advisors Inc. ADV518,023$60.14M0.1%+4.8%0.074%
2/18/2026Summit Global Investments12,675$1.47M0.1%-25.3%0.002%
2/18/2026Raymond James Financial Inc.1,349,650$156.80M0.0%+1.0%0.194%
2/18/2026Virtue Capital Management LLC3,868$453K0.0%+93.4%0.001%
2/18/2026Vident Advisory LLC22,126$2.57M0.0%+3.0%0.003%
2/18/2026Beacon Pointe Advisors LLC12,629$1.47M0.0%-22.1%0.002%
2/18/2026First Citizens Bank & Trust Co.26,312$3.06M0.1%-2.4%0.004%
2/18/2026State of Tennessee Department of Treasury262,388$31.47M0.1%-7.1%0.038%
2/18/2026EP Wealth Advisors LLC9,417$1.09M0.0%N/A0.001%
2/18/2026Mackenzie Financial Corp120,640$14.07M0.0%+18.7%0.017%
2/18/2026Troutman Wealth Management LLC3,678$427K0.4%N/A0.001%
2/18/2026SkyView Investment Advisors LLC9,875$1.15M0.1%-4.1%0.001%
2/18/2026Coastal Bridge Advisors LLC3,190$370K0.0%+62.8%0.000%
2/18/2026NewEdge Advisors LLC515,619$59.86M0.2%-1.0%0.074%
2/18/2026VestGen Investment Management9,782$1.14M0.6%+4.1%0.001%
2/18/2026XTX Topco Ltd14,740$1.71M0.0%-59.0%0.002%
2/18/2026Zacks Investment Management861,238$99.98M0.8%-0.8%0.124%
2/18/2026Zurich Insurance Group Ltd FI588,557$68.33M0.5%+168.2%0.084%
2/18/2026Utah Retirement Systems116,164$13.49M0.1%-0.3%0.017%
2/18/2026Verdad Advisers LP14,761$1.71M0.6%N/A0.002%
2/18/2026VestGen Advisors LLC16,765$1.95M0.1%+12.4%0.002%
2/18/2026Wellington Management Group LLP429,666$49.88M0.0%-27.6%0.062%
2/18/2026Strategic Investment Advisors MI6,678$775K0.1%-3.7%0.001%
2/18/2026SummitTX Capital L.P.13,567$1.58M0.0%N/A0.002%
2/18/2026Toronto Dominion Bank335,084$38.90M0.1%-1.2%0.048%
2/18/2026Twinbeech Capital LP84,122$9.77M0.7%+1,301.8%0.012%
2/18/2026SPWM Advisors LLC5,624$653K0.6%N/A0.001%
2/18/2026Summit Securities Group LLC1,036$120K0.0%-61.5%0.000%
2/18/2026Susquehanna Fundamental Investments LLC13,580$1.58M0.1%N/A0.002%
2/18/2026Polymer Capital Management US LLC7,469$867K0.1%-68.1%0.001%
2/18/2026Maia Wealth LLC3,049$350K0.1%+3.0%0.000%
2/18/2026Man Group plc626,205$72.70M0.1%-3.5%0.090%
2/18/2026IHT Wealth Management LLC16,817$1.95M0.0%+18.4%0.002%
2/18/2026Investment Management Corp of Ontario126,829$14.72M0.2%-25.8%0.018%
2/18/2026Janus Henderson Group PLC1,045,075$121.32M0.1%+54.4%0.150%
2/18/2026Gotham Asset Management LLC31,700$3.68M0.0%-0.7%0.005%
2/18/2026Evolve Private Wealth LLC4,038$469K0.0%N/A0.001%
2/18/2026Engineers Gate Manager LP62,253$7.23M0.1%+813.9%0.009%
2/18/2026First Manhattan CO. LLC.24,524$2.85M0.0%-27.3%0.004%
2/18/2026Capitolis Liquid Global Markets LLC14,200$1.65M0.0%-90.5%0.002%
2/18/2026Cinctive Capital Management LP21,584$2.51M0.1%N/A0.003%
2/18/2026City National Bank of Florida MSD2,802$325K0.2%-42.3%0.000%
2/18/2026Balyasny Asset Management L.P.14,083$1.64M0.0%N/A0.002%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.204,082$23.69M0.2%-2.2%0.029%
2/18/2026Auxier Asset Management LLC194,578$22.59M3.2%-8.9%0.028%
2/17/2026Guggenheim Capital LLC14,599$1.70M0.0%-13.6%0.002%
2/17/2026Caisse de depot et placement du Quebec418,465$48.58M0.1%+1.2%0.060%
2/17/2026Schonfeld Strategic Advisors LLC33,486$3.89M0.0%N/A0.005%
Elon’s New Currency (BUY NOW) (Ad)

Elon Musk is reportedly launching a currency system that analysts say could target a $480 trillion market disruption - bigger than SpaceX, xAI, or any current Tesla initiative. The rollout is already underway across America. One research team has identified the specific plays positioned to benefit from this move.tc pixel

See exactly what to buy to get ahead of this rollout
2/17/2026DV Equities LLC980$114K0.0%N/A0.000%
2/17/2026AQR Capital Management LLC4,280,883$496.97M0.3%+6.4%0.614%
2/17/2026Abel Hall LLC4,367$507K0.1%+92.2%0.001%
2/17/2026WFA of San Diego LLC8,525$990K0.7%-2.4%0.001%
2/17/2026Lazard Asset Management LLC641,766$74.50M0.1%+4.5%0.092%
2/17/2026Cetera Investment Advisers386,753$44.90M0.0%+3.5%0.055%
2/17/2026Hilltop Holdings Inc.4,335$503K0.0%-60.4%0.001%
2/17/2026Prosperity Bancshares Inc2,320$269K0.2%N/A0.000%
2/17/2026Equitable Holdings Inc.2,811$326K0.0%+8.7%0.000%
2/17/2026Rexford Capital Inc.9,075$1.05M0.8%+1.1%0.001%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,727 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were Vanguard Group Inc. ($8.28B), State Street Corp ($3.76B), Dodge & Cox ($3.00B), Geode Capital Management LLC ($2.14B), FMR LLC ($1.77B), Artisan Partners Limited Partnership ($1.71B), and Ameriprise Financial Inc. ($1.45B).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 1,448 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: Norges Bank ($38.90M), Northwestern Mutual Wealth Management Co. ($19.64M), FMR LLC ($12.25M), Nuveen LLC ($9.22M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.73M), Wellington Management Group LLP ($4.55M), and AQR Capital Management LLC ($3.06M).

Institutional investors have bought a total of 90,656,791 shares in the last 24 months. This purchase volume represents approximately $9.85B in transactions.

Of the 767 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 ($16.17M), First Eagle Investment Management LLC ($4.19M), Morgan Stanley ($3.44M), Arrowstreet Capital Limited Partnership ($2.16M), American Century Companies Inc. ($1.79M), LSV Asset Management ($1.65M), and Amundi ($1.60M).

Institutional investors have sold a total of 65,798,804 shares in the last 24 months. This volume of shares sold represents approximately $6.98B in transactions.



This page (NYSE:BNY) was last updated on 7/6/2026 by MarketBeat.com Staff.
From Our Partners