Go Pro

Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$165.05 +0.72 (+0.44%)
As of 09/4/2026 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)
1028
Total
Institutional Inflows
(last 12 months)
$49.97B
Number of
Institutional Sellers
(last 12 months)
636
Total
Institutional Outflows
(last 12 months)
$5.06B
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
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%
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%
8/24/2026 California State Teachers Retirement System156,304,900$22.60B0.1%N/A23.037%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.2,398$347K0.1%N/A0.000%
8/21/2026 Luken Investment Analytics LLC184$27K0.0%N/A0.000%
8/21/2026 Investors Research Corp1,894$274K0.0%N/A0.000%
8/21/2026 Triumph Capital Management1,458$211K0.0%N/A0.000%
8/21/2026 Legacy Financial Advisors Inc.3,740$541K0.1%N/A0.001%
8/20/2026 Proficio Capital Partners LLC2,397$347K0.0%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas1,516$219K0.0%N/A0.000%
8/20/2026 Clifford Swan Investment Counsel LLC67,612$9.78M0.3%N/A0.010%
8/20/2026 Rehmann Capital Advisory Group4,795$694K0.0%N/A0.001%
8/20/2026 Railway Pension Investments Ltd70,300$10.17M0.1%N/A0.010%
8/20/2026 JNBA Financial Advisors3,255$471K0.0%N/A0.000%
8/20/2026 Strategic Advisors LLC4,329$626K0.1%N/A0.001%
8/20/2026 Kintegral Advisory LLC98,105$14.19M1.2%N/A0.014%
8/20/2026 CTC Alternative Strategies Ltd.4,300$622K0.9%N/A0.001%
8/20/2026 BTG Pactual Asset Management US LLC14,129$2.04M0.1%N/A0.002%
8/20/2026 Rothschild Capital Partners LLC6,819$986K0.2%N/A0.001%
8/20/2026 RPg Family Wealth Advisory LLC84,116$12.16M1.9%N/A0.012%
8/20/2026 Ancora Advisors LLC1,370$198K0.0%N/A0.000%
8/20/2026 Susquehanna Fundamental Investments LLC12,914$1.87M0.0%N/A0.002%
8/20/2026 Sigma Planning Corp5,894$852K0.0%N/A0.001%
8/20/2026 Two Sigma Securities LLC3,039$439K0.0%N/A0.000%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
8/20/2026 Benjamin Edwards Inc.21,367$3.09M0.0%N/A0.003%
8/20/2026 Cacti Asset Management LLC233,515$33.77M1.7%N/A0.034%
8/20/2026 GTS Securities LLC1,886$273K0.0%N/A0.000%
8/20/2026 Flputnam Investment Management Co.61,997$8.97M0.1%N/A0.009%
8/20/2026 Northwestern Mutual Wealth Management Co.91,513$13.23M0.0%N/A0.013%
8/20/2026 Private Management Group Inc.314,802$45.52M1.2%N/A0.046%
8/20/2026 Wedbush Securities Inc.15,075$2.18M0.1%N/A0.002%
8/20/2026 Greenleaf Trust28,754$4.16M0.0%N/A0.004%
8/19/2026 Delta Asset Management LLC TN216,681$31.33M2.7%N/A0.032%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,396,325$1.21B0.2%N/A1.237%


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 California State Teachers Retirement System ($22.60B), 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), and Geode Capital Management LLC ($2.14B).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 1,521 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: California State Teachers Retirement System ($156.35M), 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), and Wellington Management Group LLP ($12.68M).

Institutional investors have bought a total of 360,526,704 shares in the last 24 months. This purchase volume represents approximately $49.97B in transactions.

Of the 636 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 44,784,343 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 9/4/2026. New 13F filings are added each quarter as they're published.
From Our Partners