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Security record · archived quarter

BNY

Bank of New York Mellon Corp · Financial Services · Investment - Banking & Investment Services

142.73 -0.6% mkt cap $97.97B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
180Tracked holders
+3Δ holders
486.03MShares held
$56.65BReported value
+5New positions
−3Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.7% · share flow -0.6% · net new positions +1.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 —
Q3 2025 27 0 321.66M $35.04B +2 −3
Q2 2025 25 +2 290.44M $26.46B +2 —
Q1 2025 20 -2 131.40M $11.01B — −2
Q4 2024 22 0 141.75M $10.89B — —
Q3 2024 21 -1 114.47M $8.22B — −1
Q2 2024 22 — 121.21M $7.26B — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 61.61M -0.9% $7.31B 0.1% ▼ Trim 4 SEC ↗ ×21
2 Vanguard Capital Management Llc 44.67M — $5.30B 0.1% n/c 1 SEC ↗
3 State Street Global Advisors ✦ (passive) 31.76M -2.0% $3.77B 0.1% ▼ Trim 6 SEC ↗ ×2
4 Fidelity (FMR) ✦ 27.33M -17.5% $3.24B 0.2% ▼ Trim 4 SEC ↗ ×6
5 Dodge & Cox ✦ 23.40M -9.3% $2.78B 1.5% ▼ Trim 8 SEC ↗
6 Geode Capital Management ✦ (passive) 18.70M +1.2% $2.21B 0.1% ▲ Add 8 SEC ↗ ×2
7 Bank Of America Corp /De/ 16.66M -1.2% $1.98B 0.1% ▼ Trim 2 SEC ↗ ×9
8 Artisan Partners Limited Partnership 15.48M +4.8% $1.84B 3.0% ▲ Add 2 SEC ↗
9 Ameriprise Financial Inc 14.53M +1.2% $1.72B 0.4% ▲ Add 2 SEC ↗ ×8
10 JPMorgan Chase ✦ 14.89M +4.9% $1.72B 0.1% ▲ Add 3 SEC ↗ ×21
11 Morgan Stanley ✦ 9.90M -11.5% $1.18B 0.1% ▼ Trim 3 SEC ↗ ×20
12 First Eagle Investment Management… 9.87M +1.3% $1.17B 2.0% ▲ Add 2 SEC ↗ ×2
13 Wells Fargo & Company/Mn 8.99M 0.0% $1.07B 0.2% ▼ Trim 2 SEC ↗ ×7
14 Northern Trust Corp 8.32M -1.0% $987.20M 0.1% ▼ Trim 2 SEC ↗ ×11
15 UBS AM, a distinct business unit of… 7.63M +8.3% $904.81M 0.2% ▲ Add 2 SEC ↗ ×11
16 Invesco Ltd. 7.34M -4.5% $870.37M 0.1% ▼ Trim 2 SEC ↗ ×21
17 Goldman Sachs Group ✦ 6.67M +4.5% $790.96M 0.1% ▲ Add 3 SEC ↗ ×6
18 Nuveen, LLC 6.51M -3.8% $771.80M 0.2% ▼ Trim 2 SEC ↗ ×3
19 Amundi 6.05M +14.3% $717.49M 0.2% ▲ Add 2 SEC ↗ ×9
20 Legal & General Group Plc 5.79M +0.7% $687.37M 0.2% ▲ Add 2 SEC ↗ ×3
21 Dimensional Fund Advisors Lp 5.32M +1.6% $631.42M 0.1% ▲ Add 2 SEC ↗ ×5
22 Charles Schwab Investment… 4.65M +1.1% $551.59M 0.1% ▲ Add 2 SEC ↗
23 Wellington Management ✦ 4.44M +933.7% $526.88M 0.1% ▲ Add 8 SEC ↗ ×11
24 Federated Hermes, Inc. 4.33M +26.7% $514.17M 0.8% ▲ Add 2 SEC ↗ ×4
25 First Trust Advisors Lp 4.31M -1.9% $511.39M 0.4% ▼ Trim 2 SEC ↗
26 AQR Capital Management ✦ 4.30M +0.4% $503.35M 0.2% ▲ Add 8 SEC ↗ ×9
27 Royal Bank Of Canada 3.83M -1.5% $453.99M 0.1% ▼ Trim 2 SEC ↗ ×15
28 T. Rowe Price ✦ 3.57M +11.6% $423.33M 0.0% ▲ Add 8 SEC ↗ ×2
29 Deutsche Bank Ag\ 3.51M +11.6% $416.93M 0.1% ▲ Add 2 SEC ↗ ×10
30 Bank of New York Mellon Corp 3.48M -8.7% $413.19M 0.1% ▼ Trim 2 SEC ↗ ×16
31 UBS Group AG 3.08M -7.2% $365.25M 0.1% ▼ Trim 2 SEC ↗ ×4
32 Robeco Institutional Asset… 3.04M +22.4% $360.54M 0.5% ▲ Add 2 SEC ↗
33 PRIMECAP Management ✦ 2.53M +0.5% $300.68M 0.2% ▲ Add 8 SEC ↗
34 Truist Financial Corp 2.35M +3.8% $279.03M 0.4% ▲ Add 2 SEC ↗ ×3
35 Parnassus Investments, Llc 2.31M -2.2% $273.72M 0.8% ▼ Trim 2 SEC ↗
36 National Pension Service 2.24M -1.5% $265.95M 0.2% ▼ Trim 2 SEC ↗
37 Envestnet Asset Management Inc 2.12M +0.2% $251.07M 0.1% ▲ Add 2 SEC ↗
38 Barclays Plc 1.98M -19.8% $235.19M 0.1% ▼ Trim 2 SEC ↗ ×5
39 Franklin Resources Inc 1.96M +25.7% $233.07M 0.1% ▲ Add 2 SEC ↗ ×15
40 Prudential Financial Inc 1.93M +2.2% $228.41M 0.3% ▲ Add 2 SEC ↗ ×2
41 Citadel Advisors ✦ 1.92M +494.3% $227.22M 0.2% ▲ Add 8 SEC ↗ ×2
42 Fayez Sarofim & Co 1.87M -2.4% $222.30M 0.6% ▼ Trim 2 SEC ↗ ×2
43 Hsbc Holdings Plc 1.84M -61.1% $217.77M 0.1% ▼ Trim 2 SEC ↗ ×8
44 Arrowstreet Capital ✦ 1.77M -40.0% $210.09M 0.1% ▼ Trim 8 SEC ↗
45 Mitsubishi UFJ Asset Management… 1.56M +5.8% $185.47M 0.1% ▲ Add 2 SEC ↗
46 BNP Paribas Asset Management… 3.53M -9.0% $184.30M 0.2% ▼ Trim 2 SEC ↗ ×5
47 Td Asset Management Inc 1.53M +490.5% $181.63M 0.1% ▲ Add 2 SEC ↗ ×2
48 California Public Employees… 1.48M +5.3% $175.38M 0.1% ▲ Add 2 SEC ↗
49 Sumitomo Mitsui Trust Group, Inc. 1.48M -6.0% $175.38M 0.1% ▼ Trim 2 SEC ↗
50 Zurcher Kantonalbank (Zurich… 1.46M -2.5% $173.07M 0.4% ▼ Trim 2 SEC ↗
51 Raymond James Financial Inc 1.40M +3.8% $165.57M 0.1% ▲ Add 2 SEC ↗ ×5
52 Marshall Wace ✦ 1.37M +232.0% $162.29M 0.2% ▲ Add 2 SEC ↗ ×3
53 Sei Investments Co 1.37M +26.1% $162.09M 0.1% ▲ Add 2 SEC ↗ ×3
54 Rhumbline Advisers 1.25M -4.4% $147.72M 0.1% ▼ Trim 2 SEC ↗
55 Russell Investments Group, Ltd. 1.23M +16.3% $145.58M 0.2% ▲ Add 2 SEC ↗ ×19
56 Canada Pension Plan Investment Board 1.22M -10.4% $144.44M 0.1% ▼ Trim 2 SEC ↗
57 California State Teachers… 1.16M -4.0% $137.18M 0.1% ▼ Trim 2 SEC ↗
58 Bnp Paribas Financial Markets 1.15M +6.5% $136.04M 0.1% ▲ Add 2 SEC ↗ ×2
59 Allianz Asset Management GmbH 1.09M +31.2% $129.43M 0.1% ▲ Add 2 SEC ↗ ×3
60 GAMCO Investors ✦ 1.04M -14.1% $123.74M 1.2% ▼ Trim 8 SEC ↗
61 American Century Companies Inc 988.65K -42.9% $117.28M 0.1% ▼ Trim 2 SEC ↗
62 Tidal Investments LLC 910.53K -3.6% $107.93M 0.3% ▼ Trim 2 SEC ↗ ×3
63 Storebrand Asset Management As 903.59K +0.2% $107.19M 0.3% ▲ Add 2 SEC ↗
64 Swedbank AB 890.01K +0.3% $105.58M 0.1% ▲ Add 2 SEC ↗ ×2
65 Alliancebernstein L.P. 865.77K +2.4% $100.51M 0.0% ▲ Add 2 SEC ↗
66 Point72 Asset Management ✦ 831.90K +103.8% $98.69M 0.2% ▲ Add 3 SEC ↗ ×2
67 Captrust Financial Advisors 831.64K +2.4% $98.65M 0.2% ▲ Add 2 SEC ↗
68 PFA Pension, Forsikringsaktieselskab 811.98K -0.1% $96.33M 0.3% ▼ Trim 2 SEC ↗
69 Danske Bank A/S 809.47K +9.6% $96.03M 0.2% ▲ Add 2 SEC ↗ ×3
70 LPL Financial LLC 804.37K +3.4% $95.42M 0.0% ▲ Add 2 SEC ↗
71 Principal Financial Group Inc 804.28K +1.5% $95.41M 0.1% ▲ Add 2 SEC ↗ ×2
72 Quantinno Capital Management LP 768.12K +47.8% $91.12M 0.2% ▲ Add 2 SEC ↗
73 Credit Agricole S A 760.73K +25.3% $90.25M 0.3% ▲ Add 2 SEC ↗ ×8
74 Korea Investment CORP 751.95K +30.6% $89.20M 0.2% ▲ Add 2 SEC ↗
75 Victory Capital Management Inc 740.16K -17.1% $87.80M 0.1% ▼ Trim 2 SEC ↗
76 Schroder Investment Management Group 731.92K — $86.83M 0.1% n/c 1 SEC ↗ ×3
77 Citigroup Inc 725.52K +24.3% $86.07M 0.1% ▲ Add 2 SEC ↗ ×3
78 Aviva Plc 708.77K +2.8% $84.08M 0.1% ▲ Add 2 SEC ↗
79 Bank Of Montreal /Can/ 704.06K -9.3% $83.52M 0.0% ▼ Trim 2 SEC ↗ ×9
80 Universal- Beteiligungs- und… 705.32K +3.4% $83.38M 0.1% ▲ Add 2 SEC ↗
81 Janus Henderson Group Plc 693.92K -33.6% $82.33M 0.0% ▼ Trim 2 SEC ↗ ×3
82 Lazard Asset Management Llc 676.02K +5.3% $80.20M 0.1% ▲ Add 2 SEC ↗ ×2
83 Healthcare Of Ontario Pension Plan… 649.93K -9.7% $77.10M 0.1% ▼ Trim 2 SEC ↗
84 Aberdeen Group plc 618.34K 0.0% $73.35M 0.1% ▲ Add 2 SEC ↗ ×2
85 State Board Of Administration Of… 617.78K -2.3% $73.29M 0.1% ▼ Trim 2 SEC ↗
86 Adage Capital Partners ✦ 616.52K -2.1% $73.14M 0.1% ▼ Trim 8 SEC ↗
87 Mercer Global Advisors Inc /Adv 560.58K +8.2% $66.50M 0.1% ▲ Add 2 SEC ↗
88 Man Group plc 559.94K -10.6% $66.43M 0.1% ▼ Trim 2 SEC ↗ ×2
89 Pictet Asset Management Holding SA 557.00K +8.8% $66.03M 0.1% ▲ Add 2 SEC ↗
90 Caisse De Depot Et Placement Du… 541.76K +29.5% $64.27M 0.1% ▲ Add 2 SEC ↗
91 Qube Research & Technologies Ltd 515.41K -69.0% $61.14M 0.1% ▼ Trim 2 SEC ↗
92 New York State Common Retirement… 468.74K -0.7% $55.61M 0.1% ▼ Trim 2 SEC ↗
93 State Of Wisconsin Investment Board 3.38M +0.1% $49.51M 0.1% ▲ Add 2 SEC ↗ ×2
94 Cetera Investment Advisers 394.58K +2.0% $46.81M 0.1% ▲ Add 2 SEC ↗
95 National Bank Of Canada /Fi/ 368.48K -52.4% $43.71M 0.0% ▼ Trim 2 SEC ↗ ×4
96 Manufacturers Life Insurance… 367.81K -8.7% $43.63M 0.0% ▼ Trim 2 SEC ↗
97 Connor, Clark & Lunn Investment… 365.62K +6371.2% $43.37M 0.1% ▲ Add 2 SEC ↗
98 HighTower Advisors, LLC 363.17K -1.3% $43.08M 0.0% ▼ Trim 2 SEC ↗
99 Focus Partners Wealth 349.13K +11.0% $41.50M 0.0% ▲ Add 2 SEC ↗
100 Chevy Chase Trust Holdings, LLC 343.64K -3.9% $40.77M 0.1% ▼ Trim 2 SEC ↗ ×2

“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

Norges Bank $1.40B was 0.1%
Rakuten Investment… $10.82M was 0.0%
IMC-Chicago, LLC $1.94M 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 28 Minaya Jose

Officer · 22 sh · $3,297

Sep 28 Minaya Jose

Officer · 1.84K sh · $273,389

Sep 28 Minaya Jose

Officer · 1.66K sh · $247,048

Aug 27 Minaya Jose

Officer · 2.59K sh · $420,742

Aug 27 Minaya Jose

Officer · 930 sh · $151,747

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API