Who owns The Bank of New York Mellon (BK)
Which tracked institutional funds hold BK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BK company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BK is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 1064 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1743 tracked filers holding BK, 782 increased or opened the position and 782 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- ExodusPoint Capital Management, LP$7M
- Temasek Holdings (Private) Ltd$5M
- DISCOVERY CAPITAL MANAGEMENT, LLC / CT$2M
- Schonfeld Strategic Advisors LLC$2M
- BALYASNY ASSET MANAGEMENT L.P.$1M
Full exits 1056
- VANGUARD CAPITAL MANAGEMENT LLC$5.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.2B
- GEODE CAPITAL MANAGEMENT, LLC$2.2B
- BANK OF AMERICA CORP /DE/$2.0B
- Artisan Partners Limited Partnership$1.8B
- AMERIPRISE FINANCIAL INC$1.7B
Largest adds
- BlackRock, Inc.$1.4B
- STATE STREET CORP$828M
- WELLINGTON MANAGEMENT GROUP LLP$650M
- NORGES BANK$638M
- FMR LLC$512M
- Invesco Ltd.$176M
Largest trims
- DODGE & COX$374M
- CITADEL ADVISORS LLC$149M
- MARSHALL WACE, LLP$122M
- Point72 Asset Management, L.P.$42M
- TUDOR INVESTMENT CORP ET AL$13M
- DAVIS SELECTED ADVISERS$9M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 57,541,743 | $8.3B | 11.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 44,666,753 | $5.3B | 7.3% | 2026-Q1 |
| STATE STREET CORP added | 31,781,330 | $4.6B | 6.3% | 2026-Q2 |
| FMR LLC trimmed | 25,913,108 | $3.7B | 5.2% | 2026-Q2 |
| DODGE & COX trimmed | 16,608,370 | $2.4B | 3.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,899,155 | $2.2B | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 18,696,566 | $2.2B | 3.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 16,663,969 | $2.0B | 2.7% | 2026-Q1 |
| Artisan Partners Limited Partnership added | 15,475,573 | $1.8B | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 14,525,057 | $1.7B | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 14,892,932 | $1.7B | 2.4% | 2026-Q1 |
| NORGES BANK trimmed | 11,751,724 | $1.7B | 2.3% | 2026-Q2 |
| First Eagle Investment Management, LLC trimmed | 9,266,915 | $1.3B | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 8,129,285 | $1.2B | 1.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 9,904,970 | $1.2B | 1.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,994,236 | $1.1B | 1.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 7,114,923 | $1.0B | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 8,321,680 | $987M | 1.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,627,134 | $905M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,667,424 | $791M | 1.1% | 2026-Q1 |
| Nuveen, LLC trimmed | 6,505,955 | $772M | 1.1% | 2026-Q1 |
| Amundi added | 6,048,144 | $717M | 1.0% | 2026-Q1 |
| Legal & General Group Plc added | 5,794,259 | $687M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,467,291 | $646M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 5,324,030 | $631M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,649,644 | $552M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 4,334,220 | $514M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 4,310,788 | $511M | 0.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 4,265,676 | $506M | 0.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,491,426 | $505M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 3,880,295 | $460M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 3,826,971 | $454M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,514,560 | $417M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 3,482,995 | $413M | 0.6% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ added | 2,603,540 | $376M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,078,905 | $365M | 0.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 3,039,227 | $361M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 2,352,077 | $279M | 0.4% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 2,307,326 | $274M | 0.4% | 2026-Q1 |
| National Pension Service trimmed | 2,241,816 | $266M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,116,407 | $251M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 1,994,926 | $237M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,982,570 | $235M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,964,707 | $233M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 1,925,438 | $228M | 0.3% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 1,873,899 | $222M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,837,361 | $218M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 1,770,932 | $210M | 0.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,683,589 | $200M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,348,939 | $195M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,314,985 | $190M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 1,595,313 | $189M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,563,455 | $185M | 0.3% | 2026-Q1 |
| TD Asset Management Inc added | 1,531,026 | $182M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 1,529,006 | $181M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 1,478,399 | $175M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,478,366 | $175M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 1,458,947 | $173M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,400,266 | $166M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,388,619 | $165M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,366,331 | $162M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 1,246,969 | $148M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,245,191 | $148M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,232,600 | $146M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,217,582 | $144M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,192,549 | $141M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,156,378 | $137M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,146,778 | $136M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 1,091,080 | $129M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 1,043,081 | $124M | 0.2% | 2026-Q1 |
| TCW GROUP INC trimmed | 1,033,595 | $123M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 1,032,508 | $122M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 988,649 | $117M | 0.2% | 2026-Q1 |
| Artemis Investment Management LLP added | 925,302 | $110M | 0.2% | 2026-Q1 |
| Tidal Investments LLC trimmed | 910,526 | $108M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 903,593 | $107M | 0.1% | 2026-Q1 |
| Swedbank AB added | 890,015 | $106M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 853,807 | $101M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 848,169 | $101M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 865,769 | $101M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 831,645 | $99M | 0.1% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 811,980 | $96M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 809,469 | $96M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 804,368 | $95M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 804,280 | $95M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 768,124 | $91M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A added | 760,731 | $90M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 751,951 | $89M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 740,156 | $88M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 731,918 | $87M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 725,523 | $86M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 708,774 | $84M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 704,062 | $84M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 705,324 | $83M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 693,919 | $82M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 692,436 | $82M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 676,022 | $80M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 542,327 | $78M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 649,928 | $77M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 71,319,884 | $8.3B | 11.4% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.