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Bank of New York Mellon (BNY) Institutional Ownership

Bank of New York Mellon logo
$139.09 -1.96 (-1.39%)
As of 11:40 AM 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)
1038
Total
Institutional Inflows
(last 12 months)
$9.90B
Number of
Institutional Sellers
(last 12 months)
769
Total
Institutional Outflows
(last 12 months)
$6.99B
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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
5/6/2026 Graphene Investments SAS28,000$3.32M2.2%-8.8%0.004%
4/28/2026 Whittier Trust Co. of Nevada Inc.12,045$1.49M0.0%+9.4%0.002%
4/28/2026 Whittier Trust Co.14,422$1.78M0.0%-0.9%0.002%
4/22/2026 Chemung Canal Trust Co.2,594$308K0.1%-4.6%0.000%
4/22/2026 Janney Montgomery Scott LLC148,115$17.57M0.0%+7.3%0.022%
3/20/2026 Hsbc Holdings PLC2,363,580$274.71M0.1%-10.6%0.343%
3/17/2026 Stance Capital LLC11,780$1.37M0.5%-6.6%0.002%
3/17/2026 Rockefeller Capital Management L.P.141,899$16.47M0.0%+17.9%0.021%
3/13/2026 World Investment Advisors72,285$8.39M0.1%+14.4%0.011%
3/10/2026 Advisortrust Partners LLC1,779$207K0.1%N/A0.000%
3/9/2026 Corient Private Wealth LLC257,048$29.82M0.0%+8.1%0.037%
3/6/2026 Hsbc Holdings PLC2,363,580$274.71M0.2%-10.6%0.344%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management727$84K0.1%N/A0.000%
3/4/2026 Pure Financial Advisors LLC2,520$293K0.0%+9.9%0.000%
3/4/2026 Rehmann Capital Advisory Group5,199$604K0.0%+13.2%0.001%
3/4/2026 SHP Wealth Management618$72K0.0%N/A0.000%
3/4/2026 BSN CAPITAL PARTNERS Ltd169,545$18.46M0.8%N/A0.025%
3/4/2026 Stenger Family Office LLC11,928$1.39M0.3%+85.5%0.002%
3/2/2026Reflection Asset Management693$80K0.1%N/A0.000%
3/2/2026 Tobam8,823$1.02M0.3%+703.6%0.001%
2/27/2026 Groupama Asset Managment8,971$1.04M0.0%-9.4%0.001%
2/26/2026 Anchor Investment Management LLC18,677$2.17M0.2%-1.1%0.003%
2/25/2026 Sit Investment Associates Inc.37,815$4.39M0.1%-13.3%0.005%
2/24/2026 DGS Capital Management LLC2,779$323K0.1%+18.8%0.000%
2/24/2026 Barnes Wealth Management Group Inc2,178$253K0.1%-9.2%0.000%
2/24/2026SG Trading Solutions LLC5,249$609K0.1%N/A0.001%
2/24/2026 Pacer Advisors Inc.62,250$7.23M0.0%-2.7%0.009%
2/23/2026 Phillip James Consulting Co.497$60K1.0%N/A0.000%
2/23/2026 Kera Capital Partners Inc.4,576$549K0.1%+12.6%0.001%
2/23/2026 Virtu Financial LLC3,519$408K0.0%-47.2%0.001%
2/23/2026 MV Capital Management Inc.2,150$250K0.0%N/A0.000%
2/20/2026 Dean Capital Management32,240$3.74M1.6%+3.2%0.005%
2/20/2026 Dorsey Wright & Associates86,163$10.00M2.2%-1.7%0.012%
2/20/2026 Kovitz Investment Group Partners LLC56,999$6.62M0.1%-82.1%0.008%
2/19/2026 WealthPoint Financial LLC1,824$212K0.2%N/A0.000%
2/19/2026 Van Diest Capital LLC1,787$207K0.3%N/A0.000%
2/19/2026 Compound Planning Inc.41,356$4.80M0.1%+0.6%0.006%
2/19/2026 Invesco Ltd.7,680,429$891.62M0.1%+8.2%1.101%
2/19/2026 First Growth Capital LLC2,330$284K0.3%N/A0.000%
2/19/2026 Axxcess Wealth Management LLC24,737$2.87M0.0%+2.4%0.004%
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2/19/2026 Corient 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%
2/18/2026 Mercer Global Advisors Inc. ADV518,023$60.14M0.1%+4.8%0.074%
2/18/2026 Summit Global Investments12,675$1.47M0.1%-25.3%0.002%
2/18/2026 Raymond James Financial Inc.1,349,650$156.80M0.0%+1.0%0.194%
2/18/2026 Virtue Capital Management LLC3,868$453K0.0%+93.4%0.001%
2/18/2026 Vident Advisory LLC22,126$2.57M0.0%+3.0%0.003%
2/18/2026 Beacon Pointe Advisors LLC12,629$1.47M0.0%-22.1%0.002%
2/18/2026 First Citizens Bank & Trust Co.26,312$3.06M0.1%-2.4%0.004%
2/18/2026 State of Tennessee Department of Treasury262,388$31.47M0.1%-7.1%0.038%
2/18/2026 EP Wealth Advisors LLC9,417$1.09M0.0%N/A0.001%
2/18/2026 Mackenzie Financial Corp120,640$14.07M0.0%+18.7%0.017%
2/18/2026 Troutman Wealth Management LLC3,678$427K0.4%N/A0.001%
2/18/2026 SkyView Investment Advisors LLC9,875$1.15M0.1%-4.1%0.001%
2/18/2026 Coastal Bridge Advisors LLC3,190$370K0.0%+62.8%0.000%
2/18/2026 NewEdge Advisors LLC515,619$59.86M0.2%-1.0%0.074%
2/18/2026 VestGen Investment Management9,782$1.14M0.6%+4.1%0.001%
2/18/2026 XTX Topco Ltd14,740$1.71M0.0%-59.0%0.002%
2/18/2026 Zacks Investment Management861,238$99.98M0.8%-0.8%0.124%
2/18/2026 Zurich Insurance Group Ltd FI588,557$68.33M0.5%+168.2%0.084%
2/18/2026 Utah Retirement Systems116,164$13.49M0.1%-0.3%0.017%
2/18/2026 Verdad Advisers LP14,761$1.71M0.6%N/A0.002%
2/18/2026 VestGen Advisors LLC16,765$1.95M0.1%+12.4%0.002%
2/18/2026 Wellington Management Group LLP429,666$49.88M0.0%-27.6%0.062%
2/18/2026 Strategic Investment Advisors MI6,678$775K0.1%-3.7%0.001%
2/18/2026 SummitTX Capital L.P.13,567$1.58M0.0%N/A0.002%
2/18/2026 Toronto Dominion Bank335,084$38.90M0.1%-1.2%0.048%
2/18/2026 Twinbeech Capital LP84,122$9.77M0.7%+1,301.8%0.012%
2/18/2026 SPWM Advisors LLC5,624$653K0.6%N/A0.001%
2/18/2026 Summit Securities Group LLC1,036$120K0.0%-61.5%0.000%
2/18/2026 Susquehanna Fundamental Investments LLC13,580$1.58M0.1%N/A0.002%
2/18/2026 Polymer Capital Management US LLC7,469$867K0.1%-68.1%0.001%
2/18/2026 Maia Wealth LLC3,049$350K0.1%+3.0%0.000%
2/18/2026 Man Group plc626,205$72.70M0.1%-3.5%0.090%
2/18/2026 IHT Wealth Management LLC16,817$1.95M0.0%+18.4%0.002%
2/18/2026 Investment Management Corp of Ontario126,829$14.72M0.2%-25.8%0.018%
2/18/2026 Janus Henderson Group PLC1,045,075$121.32M0.1%+54.4%0.150%
2/18/2026 Gotham Asset Management LLC31,700$3.68M0.0%-0.7%0.005%
2/18/2026 Evolve Private Wealth LLC4,038$469K0.0%N/A0.001%
2/18/2026 Engineers Gate Manager LP62,253$7.23M0.1%+813.9%0.009%
2/18/2026 First 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%
2/18/2026 Cinctive Capital Management LP21,584$2.51M0.1%N/A0.003%
2/18/2026 City National Bank of Florida MSD2,802$325K0.2%-42.3%0.000%
2/18/2026 Balyasny Asset Management L.P.14,083$1.64M0.0%N/A0.002%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.204,082$23.69M0.2%-2.2%0.029%
2/18/2026 Auxier Asset Management LLC194,578$22.59M3.2%-8.9%0.028%
2/17/2026 Guggenheim Capital LLC14,599$1.70M0.0%-13.6%0.002%
2/17/2026 Caisse de depot et placement du Quebec418,465$48.58M0.1%+1.2%0.060%
2/17/2026 Schonfeld Strategic Advisors LLC33,486$3.89M0.0%N/A0.005%
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2/17/2026DV Equities LLC980$114K0.0%N/A0.000%
2/17/2026 AQR Capital Management LLC4,280,883$496.97M0.3%+6.4%0.614%
2/17/2026 Abel Hall LLC4,367$507K0.1%+92.2%0.001%
2/17/2026 WFA of San Diego LLC8,525$990K0.7%-2.4%0.001%
2/17/2026 Lazard Asset Management LLC641,766$74.50M0.1%+4.5%0.092%
2/17/2026 Cetera Investment Advisers386,753$44.90M0.0%+3.5%0.055%
2/17/2026 Hilltop Holdings Inc.4,335$503K0.0%-60.4%0.001%
2/17/2026 Prosperity Bancshares Inc2,320$269K0.2%N/A0.000%
2/17/2026 Equitable Holdings Inc.2,811$326K0.0%+8.7%0.000%
2/17/2026 Rexford Capital Inc.9,075$1.05M0.8%+1.1%0.001%


BNY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,729 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 1,452 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 91,254,391 shares in the last 24 months. This purchase volume represents approximately $9.90B in transactions.

Of the 769 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 65,921,467 shares in the last 24 months. This volume of shares sold represents approximately $6.99B in transactions.



This page (NYSE:BNY) was last updated on 5/27/2026 by MarketBeat.com Staff.
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