BNY
Bank of New York Mellon Corp · Financial Services · Investment - Banking & Investment Services
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -7.3% ·
net new positions -10.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 5.55M | $801.91M | n/a | n/a |
| Q2 2026 | 180 | +2 | 483.17M | $69.82B | +4 | −1 |
| Q1 2026 | 180 | +3 | 486.03M | $56.65B | +5 | −3 |
| Q4 2025 | 176 | +1 | 526.62M | $60.53B | +2 | n/a |
| Q3 2025 | 27 | 0 | 321.66M | $35.04B | +2 | −3 |
| Q2 2025 | 25 | +2 | 290.44M | $26.46B | +2 | n/a |
| Q1 2025 | 20 | -2 | 131.40M | $11.01B | n/a | −2 |
| Q4 2024 | 22 | 0 | 141.75M | $10.89B | n/a | n/a |
| Q3 2024 | 21 | -1 | 114.47M | $8.22B | n/a | −1 |
| Q2 2024 | 22 | n/a | 121.21M | $7.26B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox ✦ | 41.98M | -6.1% | $3.52B | 2.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 33.56M | -0.2% | $2.81B | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (passive) | 18.11M | +2.5% | $1.52B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 12.66M | -15.5% | $1.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 7.27M | -23.7% | $609.36M | 1.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 6 | Arrowstreet Capital ✦ | 5.12M | -34.0% | $429.03M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 3.24M | +37.6% | $266.35M | 0.3% | ▲ Add | 4 | SEC ↗ ×6 |
| 8 | T. Rowe Price ✦ | 2.89M | -3.1% | $242.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | GAMCO Investors ✦ | 1.49M | -2.0% | $124.78M | 1.4% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 1.24M | +257.6% | $103.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 11 | Marshall Wace ✦ | 1.06M | -55.1% | $88.81M | 0.1% | ▼ Trim | 4 | SEC ↗ ×4 |
| 12 | Bridgewater Associates ✦ | 1.05M | +5.7% | $87.83M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 13 | PRIMECAP Management ✦ | 706.90K | 0.0% | $59.29M | 0.0% | Held | 4 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 655.02K | -3.6% | $54.94M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 15 | Tweedy, Browne ✦ | 148.50K | -5.3% | $12.45M | 1.1% | ▼ Trim | 4 | SEC ↗ |
| 16 | Markel Group ✦ | 121.50K | 0.0% | $10.19M | 0.1% | Held | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 50.19K | -64.3% | $4.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 18 | Gotham Asset Management ✦ | 29.42K | +2.5% | $2.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Millennium Management ✦ | 23.90K | -97.7% | $2.00M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Fisher Asset Management ✦ | 6.04K | +5.8% | $506,346 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $2.99M | was 0.0% |
| Point72 Asset Management | $1.85M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,733 holders, 556.31M shares, $63.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 22 sh · $3,297
Officer · 1.84K sh · $273,389
Officer · 1.66K sh · $247,048
Officer · 2.59K sh · $420,742
Officer · 930 sh · $151,747
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology