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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$142.29 +4.65 (+3.38%)
As of 10/15/2026 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)
1054
Total
Institutional Inflows
(last 12 months)
$28.16B
Number of
Institutional Sellers
(last 12 months)
626
Total
Institutional Outflows
(last 12 months)
$5.02B
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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
10/16/2026Milestone Asset Management LLC10,729$1.55M0.2%+85.8%0.002%
10/16/2026NFSG Corp4,385$634K0.1%+588.4%0.001%
10/16/2026Detalus Advisors LLC7,287$1.05M0.2%+294.5%0.001%
10/16/2026Guyasuta Investment Advisors Inc.33,971$4.91M0.3%+70.4%0.005%
10/16/2026Murphy Middleton Hinkle & Parker Inc.7,958$1.15M0.5%+231.9%0.001%
10/15/2026Whitener Capital Management Inc.10,300$1.49M0.3%-1.6%0.002%
10/15/2026AdvisorNet Financial Inc39,350$5.60M0.3%+5.1%0.006%
10/15/2026Assenagon Asset Management S.A.683,117$98.80M0.1%+1,305.8%0.101%
10/15/2026Mystic Asset Management Inc.23,798$3.44M0.8%+599.3%0.004%
10/15/2026Summit Financial Wealth Advisors LLC7,475$1.08M0.1%+27.4%0.001%
10/15/2026State of Alaska Department of Revenue99,491$14.39M0.1%+47.9%0.015%
10/15/2026Formuepleje A S62,607$9.06M0.8%-7.6%0.009%
10/15/2026Curated Wealth Partners LLC3,527$510K0.0%-96.7%0.001%
10/15/2026WealthPlan Investment Management LLC2,899$419K0.0%N/A0.000%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,857$413K0.0%+101.8%0.000%
10/15/2026Nvwm LLC9,605$1.39M0.3%+34,203.6%0.001%
10/15/2026HBW Advisory Services LLC8,953$1.30M0.1%+390.6%0.001%
10/15/2026Fort Washington Investment Advisors Inc. OH15,424$2.23M0.0%+71.5%0.002%
10/15/2026Ashurst Perkins Coie Trust Co2,216$343K0.1%+9.8%0.000%
10/15/2026Mather Group LLC.41,222$5.96M0.1%+340.5%0.006%
10/15/2026Hudock Inc.5,880$850K0.1%+66.9%0.001%
10/15/2026First Pacific Financial62,104$9.55M1.0%+9.7%0.009%
10/15/2026Meridian Investment Counsel Inc.2,765$400K0.1%-17.8%0.000%
10/15/2026Alliance Wealth Advisors LLC12,019$1.91M0.6%+29.3%0.002%
10/14/2026Western Financial Corp CA41,081$5.94M1.9%-3.2%0.006%
10/14/2026Mezzasalma Advisors LLC5,394$780K0.2%-5.6%0.001%
10/14/2026Triumph Capital Management1,913$303K0.1%+31.2%0.000%
10/14/2026Baker Ellis Asset Management LLC28,206$4.08M0.4%+422.4%0.004%
10/14/2026Sanders Morris Harris LLC6,092$881K0.1%N/A0.001%
10/14/2026Adirondack Trust Co.8,015$1.16M0.4%+1,859.7%0.001%
10/14/2026MinichMacGregor Wealth Management LLC2,606$377K0.1%-7.3%0.000%
10/14/2026First Citizens Bank & Trust Co.33,884$4.90M0.1%+36.5%0.005%
10/14/2026MFA Wealth Services6,476$937K0.6%+46.1%0.001%
10/14/2026Signal Advisors Wealth LLC3,394$491K0.0%N/A0.001%
10/14/2026Foster Group Inc.3,538$512K0.0%+69.2%0.001%
10/14/2026B. Riley Wealth Advisors Inc.12,379$1.95M0.1%+183.1%0.002%
10/14/2026Krilogy Financial LLC14,398$2.08M0.1%+201.8%0.002%
10/13/2026Mechanics Bank Trust Department10,845$1.57M0.2%+661.1%0.002%
10/13/2026Courier Capital LLC19,142$2.77M0.5%+51.2%0.003%
10/13/2026McGlone Suttner Wealth Management Inc.10,071$1.46M0.2%+0.8%0.001%
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10/13/2026NorthCrest Asset Manangement LLC14,871$2.15M0.0%+262.2%0.002%
10/13/2026Avior Wealth Management LLC8,793$1.27M0.0%+40.8%0.001%
10/13/2026Baldwin Wealth Partners LLC MA136,188$19.70M1.3%+704.8%0.020%
10/13/2026Perpetual Ltd4,608$666K0.0%+26.4%0.001%
10/13/2026Woodstock Corp28,846$4.17M0.3%-0.6%0.004%
10/13/2026Vertrix Wealth Management LLC32,842$4.75M1.6%-9.4%0.005%
10/10/2026HF Advisory Group LLC8,969$1.30M0.3%+76.1%0.001%
10/10/2026Magnolia Capital Management Ltd.2,257$326K0.3%-15.1%0.000%
10/10/2026Gilpin Wealth Management LLC6,431$930K0.6%+107.6%0.001%
10/9/2026Sound Income Strategies LLC38,797$5.57M0.1%-28.1%0.006%
10/9/2026Lincoln Capital LLC60,098$8.72M1.5%+0.2%0.009%
10/9/2026Bill Few Associates Inc.9,497$1.37M0.3%+53.3%0.001%
10/9/2026Bullock Wealth Management Group4,592$664K0.3%+54.4%0.001%
10/9/2026Peoples Bank KS8,355$1.21M1.1%-2.9%0.001%
10/9/2026Riversedge Advisors LLC3,035$439K0.1%+3.1%0.000%
10/9/2026Wedmont Private Capital16,766$2.43M0.1%+88.7%0.002%
10/9/2026WoodTrust Financial Corp44,793$6.48M0.8%+1,604.5%0.007%
10/9/2026Douglas Lane & Associates LLC5,109$739K0.0%+132.3%0.001%
10/9/2026Graves Light Lenhart Wealth Inc.2,661$385K0.0%+69.9%0.000%
10/9/2026Hummer Financial Advisory Services Inc2,050$296K0.2%-4.7%0.000%
10/9/2026Breakwater Capital Group4,409$700K0.1%+31.5%0.001%
10/9/2026Legacy Wealth Asset Management LLC17,710$2.56M0.5%+85.0%0.003%
10/9/2026Monument Capital Management8,076$1.17M0.2%+201.6%0.001%
10/9/2026Stableford Capital II LLC12,904$1.87M0.6%+21.1%0.002%
10/9/2026Mn Services Vermogensbeheer B.V.202,012$29.22M0.2%+0.9%0.030%
10/9/2026Galvin Gaustad & Stein LLC72,776$10.53M0.8%+240.5%0.011%
10/8/2026Farther Finance Advisors LLC87,740$12.69M0.1%+79.5%0.013%
10/8/2026Sapient Capital LLC81,569$11.80M0.2%+1,468.6%0.012%
10/8/2026CoreCap Advisors LLC25,803$4.01M0.1%+8.4%0.004%
10/8/2026Atwood & Palmer Inc.2,460$356K0.0%+2,136.4%0.000%
10/8/2026Artemis Investment Management LLP900,732$130.27M1.0%+0.7%0.133%
10/8/2026Titleist Asset Management LLC27,040$3.91M0.3%+958.3%0.004%
10/8/2026Apella Capital LLC13,087$1.89M0.0%+85.4%0.002%
10/8/2026Everhart Financial Group Inc.4,294$621K0.0%+42.1%0.001%
10/8/2026Avidian Wealth Enterprises LLC10,425$1.51M0.0%+177.4%0.002%
10/8/2026Toth Financial Advisory Corp24,457$3.54M0.4%N/A0.004%
10/8/2026Whalen Wealth Management Inc.2,069$299K0.1%-3.3%0.000%
10/7/2026Venture Visionary Partners LLC11,000$1.59M0.0%+413.8%0.002%
10/7/2026Elevation Wealth Partners LLC534$83K0.0%+99.3%0.000%
10/7/2026Elm3 Financial Group LLC2,725$394K0.3%N/A0.000%
10/7/2026Canandaigua National Bank & Trust Co.9,595$1.49M0.1%+11.7%0.001%
10/7/2026Exchange Bank7,046$1.02M0.7%-4.2%0.001%
10/7/2026First Community Trust NA1,566$226K0.1%+80.8%0.000%
10/6/2026Congress Asset Management Co.121,188$17.53M0.1%+21.3%0.018%
10/6/2026Moody National Bank Trust Division4,693$679K0.1%-49.6%0.001%
10/6/2026Hall Laurie J Trustee1,600$231K0.1%-7.0%0.000%
10/6/2026Central Pacific Bank Trust Division32,770$4.74M0.5%-16.1%0.005%
10/5/2026Park National Corp OH192,939$27.91M0.8%+1,500.1%0.028%
10/5/2026Ferguson Wellman Capital Management Inc.33,890$4.90M0.1%+36.9%0.005%
10/5/2026Eastern Bank1,043$151K0.0%+12.4%0.000%
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10/5/2026Rockland Trust Co.2,542$368K0.0%+7.6%0.000%
10/5/2026MassMutual Private Wealth & Trust FSB65,389$9.46M0.2%+164.8%0.010%
10/2/2026 CX Institutional12,837$2.04M0.1%+31.9%0.002%
10/1/2026 Hickory Point Bank & Trust3,705$536K0.3%-7.3%0.001%
10/1/2026 Cacti Asset Management LLC230,426$33.87M1.9%-1.3%0.034%
10/1/2026 Sarver Vrooman Wealth Advisors1,546$242K0.1%+25.8%0.000%
9/23/2026QRG Capital Management Inc.300,125$47.93M0.3%N/A0.044%
9/23/2026Envestnet Portfolio Solutions Inc.78,107$11.30M0.0%N/A0.012%
9/21/2026Silicon Valley Capital Partners251$36K0.0%N/A0.000%
9/17/2026Wellington Altus USA Inc.4,487$649K0.4%-2.2%0.001%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,796 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 1,541 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 209,275,357 shares in the last 24 months. This purchase volume represents approximately $28.16B in transactions.

Of the 626 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 44,337,185 shares in the last 24 months. This volume of shares sold represents approximately $5.02B 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 10/16/2026. New 13F filings are added each quarter as they're published.
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