Bank of New York Mellon (BK) Ownership

77.62 ↑1.21 (1.58%)

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 72.3 million shares. Combined, the top 30 institutional holders of BK own 71.65% of the company with a total of 525.6 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders decreased their combined ownership of BK by 7.6 million shares. 6 institutions bought 12,379,171 total additional shares and increased their ownership by an average of 20.30%. However 13 institutions sold 19,969,438 total shares and decreased their ownership by an average of 9.33%.

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 -7,590,267 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	9.950%	-0.322%	72,343,246	-233,495	2024-09-30
Dodge & Cox	6.674%	-11.405%	48,524,949	-6,246,833	2024-09-30
State Street Corp	4.582%	2.018%	33,313,594	659,096	2024-09-30
FMR Inc	2.660%	78.627%	19,338,722	8,512,404	2024-09-30
Geode Capital Management, LLC	2.436%	-0.095%	17,714,007	-16,814	2024-09-30
Artisan Partners Limited Partnership	2.250%	-5.451%	16,362,107	-943,248	2024-09-30
Arnhold & S. Bleichroeder Advisers, LLC	2.159%	-0.088%	15,697,056	-13,872	2024-09-30
Ameriprise Financial Inc	1.621%	13.154%	11,786,575	1,370,139	2024-09-30
Nuveen Asset Management, LLC	1.434%	3.703%	10,429,502	372,365	2024-09-30
Harris Associates L.P.	1.318%	-2.039%	9,581,606	-199,464	2024-09-30
Wells Fargo & Co	1.129%	-1.466%	8,205,382	-122,052	2024-09-30
Morgan Stanley - Brokerage Accounts	1.118%	-48.796%	8,129,641	-7,747,393	2024-09-30
Northern Trust Corp	1.101%	-4.832%	8,006,929	-406,512	2024-09-30
Legal & General Group PLC	1.078%	-2.695%	7,840,923	-217,141	2024-09-30
Amvescap Plc.	1.021%	23.681%	7,420,506	1,420,784	2024-09-30
LSV Asset Management	1.017%	-2.270%	7,397,333	-171,800	2024-09-30
Dimensional Fund Advisors, Inc.	1.004%	0.612%	7,297,308	44,383	2024-09-30
Amundi	0.963%	-23.346%	7,003,073	-2,132,898	2024-09-30
Victory Capital Management Inc.	0.918%	-18.529%	6,674,429	-1,517,916	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.950%	-0.322%	72,343,246	-233,495	2024-09-30
BlackRock Inc	8.790%	0.492%	63,912,401	313,115	2024-06-30
Dodge & Cox	6.674%	-11.405%	48,524,949	-6,246,833	2024-09-30
State Street Corp	4.582%	2.018%	33,313,594	659,096	2024-09-30
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
FMR Inc	2.660%	78.627%	19,338,722	8,512,404	2024-09-30
Geode Capital Management, LLC	2.436%	-0.095%	17,714,007	-16,814	2024-09-30
NORGES BANK	2.342%	8.908%	17,025,669	1,392,612	2024-06-30
Artisan Partners Limited Partnership	2.250%	-5.451%	16,362,107	-943,248	2024-09-30
Arnhold & S. Bleichroeder Advisers, LLC	2.159%	-0.088%	15,697,056	-13,872	2024-09-30
Ameriprise Financial Inc	1.621%	13.154%	11,786,575	1,370,139	2024-09-30
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
Nuveen Asset Management, LLC	1.434%	3.703%	10,429,502	372,365	2024-09-30
Davis Selected Advisers	1.394%	-18.401%	10,283,435	-2,318,940	2024-03-31
Harris Associates L.P.	1.318%	-2.039%	9,581,606	-199,464	2024-09-30
American Century Companies Inc	1.173%	-6.793%	8,529,132	-621,569	2024-06-30
Wells Fargo & Co	1.129%	-1.466%	8,205,382	-122,052	2024-09-30
Morgan Stanley - Brokerage Accounts	1.118%	-48.796%	8,129,641	-7,747,393	2024-09-30
Millennium Management LLC	1.016%	71.010%	8,018,502	3,329,595	2022-12-31
Northern Trust Corp	1.101%	-4.832%	8,006,929	-406,512	2024-09-30
Legal & General Group PLC	1.078%	-2.695%	7,840,923	-217,141	2024-09-30
Fayez Sarofim & Company	0.925%	0.000%	7,474,519	0	2022-09-30
Amvescap Plc.	1.021%	23.681%	7,420,506	1,420,784	2024-09-30
LSV Asset Management	1.017%	-2.270%	7,397,333	-171,800	2024-09-30
Hotchkis & Wiley Capital Management LLC	0.990%	-23.267%	7,307,718	-2,215,821	2024-03-31
Dimensional Fund Advisors, Inc.	1.004%	0.612%	7,297,308	44,383	2024-09-30
Amundi	0.963%	-23.346%	7,003,073	-2,132,898	2024-09-30
Victory Capital Management Inc.	0.918%	-18.529%	6,674,429	-1,517,916	2024-09-30

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 32 mutual fund holders of BK own 35.67% of the company with a total of 262.9 million shares.

In the latest ownership report on November 30th 2024, the top 32 fund holders increased their combined ownership of BK by 76 thousand shares. 2 funds bought 78,022 total additional shares and increased their ownership by an average of 0.52%. However 1 funds sold 1,900 total shares and decreased their ownership by an average of 0.05%.

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 76,122 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	1.251%	0.595%	9,095,762	53,816	2024-11-30
iShares Core S&P 500 ETF	1.147%	0.000%	8,340,548	0	2024-11-30
The Financial Select Sector SPDR® ETF	0.757%	0.442%	5,502,162	24,206	2024-11-30
State St S&P 500® Indx SL Cl III	0.492%	-0.053%	3,575,666	-1,900	2024-11-30

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	3.206%	-0.337%	23,308,566	-78,893	2024-10-31
Vanguard Institutional 500 Index Trust	2.690%	1.168%	19,556,968	225,770	2024-10-31
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	2024-10-31
SPDR® S&P 500® ETF Trust	1.251%	0.595%	9,095,762	53,816	2024-11-30
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	1.246%	-0.164%	9,056,869	-14,883	2024-10-31
iShares Core S&P 500 ETF	1.147%	0.000%	8,340,548	0	2024-11-30
Oakmark Investor	0.996%	0.000%	7,240,530	0	2024-09-30
Columbia Dividend Value	0.869%	-0.906%	6,319,798	-57,800	2024-09-30
Columbia Dividend Income Inst	0.868%	-0.158%	6,309,788	-10,010	2024-10-31
Vanguard Value Index Inv	0.861%	0.323%	6,257,999	20,173	2024-10-31
The Financial Select Sector SPDR® ETF	0.757%	0.442%	5,502,162	24,206	2024-11-30
Financial Select Sector SPDR® ETF	0.686%	0.032%	5,126,739	1,656	2024-05-30
Vanguard Institutional Index I	0.645%	-0.095%	4,689,315	-4,468	2024-10-31
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	0.556%	0.224%	4,043,534	9,016	2024-10-31
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%	-0.053%	3,575,666	-1,900	2024-11-30
Vanguard Windsor™ II Inv	0.456%	-13.851%	3,318,234	-533,500	2024-06-30
Dodge & Cox Balanced Composite	0.456%	-11.629%	3,314,100	-436,100	2024-06-30
Dodge & Cox Balanced I	0.456%	-11.629%	3,314,100	-436,100	2024-06-30
Vanguard High Dividend Yield ETF	0.418%	0.339%	3,042,016	10,286	2024-10-31
Fidelity Contrafund	0.401%	63.179%	2,913,837	1,128,171	2024-10-31
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