Bank of New York Mellon (BK) Institutional Ownership

$57.42
+0.02 (+0.03%)
(As of 09:39 AM ET)

Institutional Ownership Changes (13F Filings) for Bank of New York Mellon (NYSE:BK)

Current
Institutional Ownership
Percentage
85.31%
Number of
Institutional Buyers
(last 12 months)
703
Total
Institutional Inflows
(last 12 months)
$3.97B
Number of
Institutional Sellers
(last 12 months)
512
Total
Institutional Outflows
(last 12 months)
$2.18B
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BK 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
5/8/2024US Bancorp DE209,104$12.05M0.0%+3.5%0.028%
5/8/2024Addison Capital Co9,542$550K0.3%+102.3%0.001%
5/8/2024Isthmus Partners LLC245,551$14.15M1.6%-0.5%0.033%
5/8/2024Russell Investments Group Ltd.677,073$38.95M0.1%-0.3%0.090%
5/8/2024Qsemble Capital Management LP40,723$2.35M0.5%N/A0.005%
5/8/2024QRG Capital Management Inc.127,576$7.35M0.1%+6.9%0.017%
5/8/2024Headlands Technologies LLC2,689$155K0.0%N/A0.000%
5/8/2024Williams Jones Wealth Management LLC.10,578$610K0.0%+2.1%0.001%
5/8/2024Delta Financial Advisors LLC46,311$2.67M1.1%-0.6%0.006%
5/7/2024Meeder Advisory Services Inc.13,295$766K0.1%+7.5%0.002%
5/7/2024Meeder Asset Management Inc.54,518$3.14M0.2%+118.6%0.007%
5/7/2024Fiduciary Family Office LLC26,872$1.55M0.6%+78.5%0.004%
5/7/2024Abbrea Capital LLC3,581$206K0.0%N/A0.000%
5/7/2024Sei Investments Co.963,425$55.51M0.1%-5.2%0.128%
5/7/2024Concurrent Investment Advisors LLC7,469$430K0.0%+7.9%0.001%
5/7/2024Atomi Financial Group Inc.5,372$310K0.0%+13.2%0.001%
5/7/2024Allegheny Financial Group LTD11,068$638K0.2%-3.4%0.001%
5/7/2024Susquehanna Fundamental Investments LLC442,683$25.51M1.2%N/A0.059%
5/7/2024Tectonic Advisors LLC8,135$469K0.0%+6.8%0.001%
5/7/2024Smithfield Trust Co150,674$8.68M0.5%-8.7%0.020%
5/7/2024Forsta AP Fonden279,000$16.08M0.1%+18.7%0.037%
5/7/2024Illinois Municipal Retirement Fund391,417$22.55M0.3%-13.4%0.052%
5/7/2024Oppenheimer Asset Management Inc.14,417$831K0.0%-66.8%0.002%
5/7/2024Oppenheimer & Co. Inc.29,996$1.73M0.0%+10.7%0.004%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,632$209K0.0%N/A0.000%
5/7/2024 Wealthspire Advisors LLC10,680$615K0.0%+10.4%0.001%
5/7/2024 Karpas Strategies LLC22,248$1.28M0.4%-4.2%0.003%
5/7/2024 SG Americas Securities LLC224,150$12.92M0.1%+813.5%0.030%
5/7/2024 Empowered Funds LLC10,620$612K0.0%+28.1%0.001%
5/7/2024 AIA Group Ltd27,854$1.61M0.1%N/A0.004%
5/6/2024 LSV Asset Management7,282,313$419.61M0.9%-1.2%0.967%
5/6/2024 Envestnet Portfolio Solutions Inc.69,121$3.98M0.0%+53.0%0.009%
5/6/2024 Empirical Finance LLC27,067$1.56M0.1%+3.6%0.004%
5/6/2024 Duality Advisers LP94,511$5.45M0.5%N/A0.013%
5/6/2024 Tweedy Browne Co LLC326,643$18.82M0.9%-7.4%0.043%
5/6/2024DiNuzzo Private Wealth Inc.1,084$62K0.0%+187.5%0.000%
5/6/2024 Texas Permanent School Fund Corp174,216$10.04M0.1%-0.8%0.023%
5/6/2024 Biechele Royce Advisors337,854$19.47M6.5%-2.0%0.045%
5/4/2024 Geneos Wealth Management Inc.5,528$319K0.0%+17.0%0.001%
5/4/2024 Team Hewins LLC3,960$228K0.0%N/A0.001%
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5/4/2024 Affinity Investment Advisors LLC10,719$618K0.5%N/A0.001%
5/4/2024 Commonwealth Retirement Investments LLC28,151$1.62M0.8%+1.4%0.004%
5/3/2024 FDx Advisors Inc.14,435$832K0.1%-62.5%0.002%
5/3/2024 Catalina Capital Group LLC6,244$360K0.1%+15.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC5,861$338K0.0%+48.5%0.001%
5/3/2024 Larson Financial Group LLC1,659$96K0.0%+283.1%0.000%
5/3/2024 Westchester Capital Management Inc.194,457$11.21M2.8%-0.6%0.026%
5/3/2024 Chevy Chase Trust Holdings LLC422,636$24.35M0.1%-2.2%0.056%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S31,811$1.83M0.0%+17.7%0.004%
5/3/2024 Central Pacific Bank Trust Division60,918$3.47M0.4%N/A0.008%
5/3/2024 Whittier Trust Co. of Nevada Inc.9,185$529K0.0%-33.7%0.001%
5/2/2024 Mutual of America Capital Management LLC99,557$5.74M0.1%-3.2%0.013%
5/2/2024 FinTrust Capital Advisors LLC2,149$124K0.0%+39.0%0.000%
5/2/2024 Wright Investors Service Inc.8,669$500K0.1%N/A0.001%
5/2/2024 Daiwa Securities Group Inc.81,547$4.70M0.0%+7.4%0.011%
5/2/2024 Haverford Trust Co3,047$176K0.0%N/A0.000%
5/2/2024 Nordea Investment Management AB54,994$3.17M0.0%+2.9%0.007%
5/2/2024 Almanack Investment Partners LLC.11,571$667K0.1%+1.8%0.002%
5/2/2024 Bryn Mawr Capital Management LLC32,951$1.90M0.1%+291.9%0.004%
5/2/2024 BNP Paribas1,370$79K0.0%N/A0.000%
5/2/2024 Choreo LLC12,227$704K0.0%+2.7%0.002%
5/2/2024 Tobam9,365$540K0.0%+7.2%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.21,834$1.26M0.1%+25.8%0.003%
5/2/2024 Martin Capital Advisors LLP4,605$265K0.2%-12.5%0.001%
5/1/2024 Wakefield Asset Management LLLP64,901$3.74M1.3%N/A0.009%
5/1/2024 Janney Montgomery Scott LLC122,398$7.05M0.0%+10.7%0.016%
5/1/2024 Ascent Wealth Partners LLC26,544$1.53M0.2%+1.5%0.004%
5/1/2024 Mirae Asset Global Investments Co. Ltd.237,547$13.69M0.0%+6.6%0.032%
5/1/2024 BOK Financial Private Wealth Inc.1,278$74K0.0%+64.3%0.000%
5/1/2024 Prosperity Consulting Group LLC36,056$2.08M0.3%+603.1%0.005%
5/1/2024 Mission Wealth Management LP22,184$1.28M0.0%-5.7%0.003%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co3,700$213K0.0%N/A0.000%
5/1/2024 Smith Group Asset Management LLC250,400$14.43M0.8%N/A0.033%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.329,524$18.99M1.4%-2.6%0.044%
5/1/2024 Sequoia Financial Advisors LLC17,053$983K0.0%-40.7%0.002%
4/30/2024 Private Advisor Group LLC50,770$2.93M0.0%+42.0%0.007%
4/30/2024 Retirement Systems of Alabama167,597$9.66M0.0%-1.1%0.022%
4/30/2024 Norden Group LLC15,093$870K0.1%N/A0.002%
4/30/2024 Van ECK Associates Corp3,914,109$225.53M0.3%+7.3%0.520%
4/30/2024 Fortis Group Advisors LLC7,100$409K0.1%-50.0%0.001%
4/30/2024 SpiderRock Advisors LLC9,969$548K0.0%N/A0.001%
4/30/2024 Woodward Diversified Capital LLC7,272$419K0.3%+4.3%0.001%
4/30/2024Concord Wealth Partners1,952$112K0.0%-29.1%0.000%
4/30/2024 Joel Isaacson & Co. LLC30,886$1.78M0.1%-3.1%0.004%
4/30/2024 Caprock Group LLC26,442$1.52M0.1%+4.6%0.004%
4/30/2024 Perigon Wealth Management LLC5,869$338K0.0%+11.0%0.001%
4/30/2024 Argent Capital Management LLC7,280$419K0.0%-5.2%0.001%
4/30/2024 OFI Invest Asset Management20,921$1.12M0.0%+17.1%0.003%
4/30/2024 Stock Yards Bank & Trust Co.3,796$219K0.0%-11.6%0.001%
4/30/2024 Allspring Global Investments Holdings LLC748,538$43.13M0.1%-23.4%0.099%
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4/29/2024Commonwealth Equity Services LLC174,766$10.07M0.0%-8.8%0.023%
4/29/2024 Greenleaf Trust28,349$1.63M0.0%+0.7%0.004%
4/29/2024 Principal Financial Group Inc.900,551$51.89M0.0%+0.1%0.120%
4/29/2024 Benjamin Edwards Inc.1,513$87K0.0%-64.5%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.10,755$620K0.0%-3.2%0.001%
4/29/2024 RWA Wealth Partners LLC12,972$747K0.0%-3.2%0.002%
4/29/2024 Mn Services Vermogensbeheer B.V.307,016$17.69M0.1%-18.8%0.041%
4/29/2024 Baxter Bros Inc.41,527$2.39M0.3%-3.6%0.006%
4/27/2024 Conning Inc.630,123$36.23M1.2%+16,216.0%0.084%
4/26/2024 Pinnacle Associates Ltd.74,730$4.31M0.1%-2.6%0.010%
(Data available from 1/1/2016 forward)

BK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BK shares?

During the previous two years, 1,183 institutional investors and hedge funds held shares of Bank of New York Mellon. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), BlackRock Inc. ($2.88B), Dodge & Cox ($2.72B), State Street Corp ($1.40B), Berkshire Hathaway Inc ($1.14B), Artisan Partners Limited Partnership ($1.03B), and First Eagle Investment Management LLC ($843.91M).Learn more on BK's institutional investors.

What percentage of Bank of New York Mellon stock is owned by institutional investors?

85.31% of Bank of New York Mellon stock is owned by institutional investors. Learn more on BK's institutional investor holdings.

Which institutional investors have been buying Bank of New York Mellon stock?

Of the 1,011 institutional investors that purchased Bank of New York Mellon stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($15.63M), Bank Julius Baer & Co. Ltd Zurich ($10.83M), Vanguard Group Inc. ($5.48M), Goldman Sachs Group Inc. ($4.86M), FMR LLC ($4.37M), Van ECK Associates Corp ($3.64M), and Artisan Partners Limited Partnership ($3.24M).

How much institutional buying is happening at Bank of New York Mellon?

Institutional investors have bought a total of 151,349,275 shares in the last 24 months. This purchase volume represents approximately $6.95B in transactions.

Which Bank of New York Mellon major shareholders have been selling company stock?

Of the 715 institutional investors that sold Bank of New York Mellon stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($37.14M), FMR LLC ($5.94M), American Century Companies Inc. ($5.20M), State Street Corp ($4.34M), Deutsche Bank AG ($3.73M), Clearbridge Investments LLC ($2.58M), and Robeco Institutional Asset Management B.V. ($2.51M).

How much institutional selling is happening at Bank of New York Mellon?

Institutional investors have sold a total of 123,733,193 shares in the last 24 months. This volume of shares sold represents approximately $5.56B in transactions.


This page (NYSE:BK) was last updated on 5/8/2024 by MarketBeat.com Staff

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