Bank of New York Mellon (BK) Ownership

77.87 ↑0.26 (0.34%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Bank of New York Mellon (BK), owning a total of 72.6 million shares. Combined, the top 29 institutional holders of BK own 71.61% of the company with a total of 526 million shares.

In the latest ownership report on June 30th 2024, the top 29 institutional holders decreased their combined ownership of BK by 1.2 million shares. 11 institutions bought 3,559,207 total additional shares and increased their ownership by an average of 2.61%. However 9 institutions sold 4,804,369 total shares and decreased their ownership by an average of 3.59%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Bank of New York Mellon decreased by a net total of -1,245,162 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.982%	-0.964%	72,576,741	-706,286	2024-06-30
BlackRock Inc	8.790%	0.492%	63,912,401	313,115	2024-06-30
Dodge & Cox	7.533%	-1.148%	54,771,782	-636,103	2024-06-30
State Street Corp	4.491%	0.049%	32,654,498	15,930	2024-06-30
Geode Capital Management, LLC	2.439%	1.060%	17,730,821	186,046	2024-06-30
Artisan Partners Limited Partnership	2.380%	0.029%	17,305,355	5,047	2024-06-30
NORGES BANK	2.342%	8.908%	17,025,669	1,392,612	2024-06-30
Morgan Stanley - Brokerage Accounts	2.184%	0.853%	15,877,034	134,290	2024-06-30
Arnhold & S. Bleichroeder Advisers, LLC	2.161%	-1.874%	15,710,928	-300,093	2024-06-30
FMR Inc	1.489%	-15.859%	10,826,318	-2,040,586	2024-06-30
Ameriprise Financial Inc	1.433%	4.214%	10,416,436	421,161	2024-06-30
Nuveen Asset Management, LLC	1.383%	-0.024%	10,057,137	-2,381	2024-06-30
Harris Associates L.P.	1.345%	5.699%	9,781,070	527,397	2024-06-30
Amundi	1.257%	-1.726%	9,135,971	-160,471	2024-06-30
American Century Companies Inc	1.173%	-6.793%	8,529,132	-621,569	2024-06-30
Northern Trust Corp	1.157%	-2.187%	8,413,441	-188,154	2024-06-30
Wells Fargo & Co	1.145%	-1.755%	8,327,434	-148,726	2024-06-30
Victory Capital Management Inc.	1.127%	2.240%	8,192,345	179,503	2024-06-30
Legal & General Group PLC	1.108%	1.222%	8,058,064	97,286	2024-06-30
LSV Asset Management	1.041%	3.939%	7,569,133	286,820	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.982%	-0.964%	72,576,741	-706,286	2024-06-30
BlackRock Inc	8.790%	0.492%	63,912,401	313,115	2024-06-30
Dodge & Cox	7.533%	-1.148%	54,771,782	-636,103	2024-06-30
State Street Corp	4.491%	0.049%	32,654,498	15,930	2024-06-30
State Street Corporation	4.423%	-2.301%	32,638,568	-768,779	2024-03-31
Berkshire Hathaway Inc	3.177%	-59.702%	25,069,867	-37,141,011	2022-12-31
Geode Capital Management, LLC	2.439%	1.060%	17,730,821	186,046	2024-06-30
Artisan Partners Limited Partnership	2.380%	0.029%	17,305,355	5,047	2024-06-30
NORGES BANK	2.342%	8.908%	17,025,669	1,392,612	2024-06-30
Morgan Stanley - Brokerage Accounts	2.184%	0.853%	15,877,034	134,290	2024-06-30
Arnhold & S. Bleichroeder Advisers, LLC	2.161%	-1.874%	15,710,928	-300,093	2024-06-30
Goldman Sachs Group Inc	1.498%	88.775%	11,199,990	5,266,995	2023-12-31
Longview Partners (Guernsey) Ltd.	1.486%	-11.793%	11,108,458	-1,485,219	2023-12-31
FMR Inc	1.489%	-15.859%	10,826,318	-2,040,586	2024-06-30
Ameriprise Financial Inc	1.433%	4.214%	10,416,436	421,161	2024-06-30
Davis Selected Advisers	1.394%	-18.401%	10,283,435	-2,318,940	2024-03-31
Nuveen Asset Management, LLC	1.383%	-0.024%	10,057,137	-2,381	2024-06-30
Harris Associates L.P.	1.345%	5.699%	9,781,070	527,397	2024-06-30
Amundi	1.257%	-1.726%	9,135,971	-160,471	2024-06-30
American Century Companies Inc	1.173%	-6.793%	8,529,132	-621,569	2024-06-30
Northern Trust Corp	1.157%	-2.187%	8,413,441	-188,154	2024-06-30
Wells Fargo & Co	1.145%	-1.755%	8,327,434	-148,726	2024-06-30
Victory Capital Management Inc.	1.127%	2.240%	8,192,345	179,503	2024-06-30
Legal & General Group PLC	1.108%	1.222%	8,058,064	97,286	2024-06-30
Millennium Management LLC	1.016%	71.010%	8,018,502	3,329,595	2022-12-31
LSV Asset Management	1.041%	3.939%	7,569,133	286,820	2024-06-30
Fayez Sarofim & Company	0.925%	0.000%	7,474,519	0	2022-09-30
Hotchkis & Wiley Capital Management LLC	0.990%	-23.267%	7,307,718	-2,215,821	2024-03-31
Amvescap Plc.	0.746%	-6.780%	6,030,243	-438,580	2022-06-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Bank of New York Mellon (BK), owning a total of 33.4 million shares. Combined, the top 31 mutual fund holders of BK own 35.15% of the company with a total of 259.1 million shares.

In the latest ownership report on October 31st 2024, the top 31 fund holders increased their combined ownership of BK by 44 thousand shares. 3 funds bought 70,024 total additional shares and increased their ownership by an average of 0.32%. However 1 funds sold 25,540 total shares and decreased their ownership by an average of 0.5%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bank of New York Mellon increased by a net total of 44,484 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.237%	0.525%	8,996,676	46,980	2024-10-31
iShares Core S&P 500 ETF	1.130%	0.154%	8,215,559	12,644	2024-10-31
The Financial Select Sector SPDR® ETF	0.696%	-0.502%	5,057,932	-25,540	2024-10-31
State St S&P 500® Indx SL Cl III	0.492%	0.292%	3,577,566	10,400	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	4.597%	-8.302%	33,423,024	-3,026,000	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	7.467%	23,782,730	1,652,382	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.217%	-1.198%	23,387,459	-283,642	2024-09-30
Vanguard Institutional 500 Index Trust	2.659%	-1.170%	19,331,198	-228,791	2024-09-30
Vanguard 500 Index Investor	2.169%	0.569%	16,891,065	95,617	2023-08-31
First Eagle Global A	1.515%	0.000%	11,016,077	0	2024-09-30
SPDR® S&P 500 ETF Trust	1.214%	0.700%	9,077,543	63,140	2024-05-30
Fidelity® 500 Index	1.195%	0.641%	9,074,996	57,751	2023-11-30
Fidelity 500 Index	1.248%	-1.533%	9,071,752	-141,208	2024-09-30
SPDR® S&P 500® ETF Trust	1.237%	0.525%	8,996,676	46,980	2024-10-31
iShares Core S&P 500 ETF	1.130%	0.154%	8,215,559	12,644	2024-10-31
Oakmark Investor	0.996%	0.000%	7,240,530	0	2024-09-30
Columbia Dividend Income Inst	0.869%	0.000%	6,319,798	0	2024-09-30
Columbia Dividend Value	0.869%	-0.906%	6,319,798	-57,800	2024-09-30
Vanguard Value Index Inv	0.858%	0.608%	6,237,826	37,676	2024-09-30
Financial Select Sector SPDR® ETF	0.686%	0.032%	5,126,739	1,656	2024-05-30
The Financial Select Sector SPDR® ETF	0.696%	-0.502%	5,057,932	-25,540	2024-10-31
Vanguard Institutional Index I	0.646%	-2.257%	4,693,783	-108,376	2024-09-30
CREF Stock R1	0.594%	-0.168%	4,315,640	-7,269	2024-08-31
Victory Sycamore Established Value R	0.561%	-17.091%	4,075,000	-840,000	2024-09-30
Vanguard Dividend Appreciation ETF	0.555%	-1.715%	4,034,518	-70,405	2024-09-30
Davis NY Venture A	0.505%	-6.149%	3,777,707	-247,510	2024-01-31
American Century Mid Cap Value Inv	0.500%	-15.313%	3,760,427	-679,936	2023-12-31
American Century U.S. Mid Cap Value	0.500%	-15.313%	3,760,427	-679,936	2023-12-31
State St S&P 500® Indx SL Cl III	0.492%	0.292%	3,577,566	10,400	2024-10-31
Vanguard Windsor™ II Inv	0.456%	-13.851%	3,318,234	-533,500	2024-06-30
Dodge & Cox Balanced I	0.456%	-11.629%	3,314,100	-436,100	2024-06-30
Dodge & Cox Balanced Composite	0.456%	-11.629%	3,314,100	-436,100	2024-06-30
Vanguard High Dividend Yield ETF	0.417%	-0.668%	3,031,730	-20,383	2024-09-30
Artisan Global Value I USD Acc	0.390%	-2.363%	2,834,678	-68,594	2024-09-30
Blackrock Eq Idx Fund CF	0.381%	4.697%	2,770,346	124,279	2024-09-30