BANK NEW YORK MELLON CORP BNY
COM · Common Stock · CUSIP 064058100 · ISIN US0640581007
American investment banking services holding company
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersNew York, NY
- Founded2007
- Websitebnymellon.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($128.4m this quarter). Holder counts are more reliable. Shares outstanding: 715.4m as of 2025-03-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $83.80. Options: 34 managers hold calls ($299.5m notional), 28 hold puts ($178.5m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,032 |
| Q4 2022 | 1,122 |
| Q1 2023 | 1,131 |
| Q2 2023 | 1,083 |
| Q3 2023 | 1,087 |
| Q4 2023 | 1,171 |
| Q1 2024 | 1,255 |
| Q2 2024 | 1,251 |
| Q3 2024 | 1,292 |
| Q4 2024 | 1,441 |
| Q1 2025 | 1,507 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 427 | 554 |
| Q3 2023 | 458 | 459 |
| Q4 2023 | 476 | 509 |
| Q1 2024 | 547 | 533 |
| Q2 2024 | 534 | 546 |
| Q3 2024 | 554 | 564 |
| Q4 2024 | 613 | 548 |
| Q1 2025 | 678 | 646 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $195.3m | $171.4m | 0.88 |
| Q3 2024 | $296.2m | $194.8m | 0.66 |
| Q4 2024 | $387.0m | $278.6m | 0.72 |
| Q1 2025 | $299.5m | $178.5m | 0.60 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +7.4m |
| JPMORGAN CHASE & CO | Added | +5.3m |
| FIRST TRUST ADVISORS LP | Added | +3.7m |
| FMR LLC | Added | +3.4m |
| MORGAN STANLEY | Added | +1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| WELLS FARGO & COMPANY/MN | Added | +1.1m |
| AustralianSuper Pty Ltd | New | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +890.6k |
Biggest sellers
| Dodge & Cox | Reduced | -2.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -2.6m |
| NORGES BANK | Reduced | -2.3m |
| HARRIS ASSOCIATES L P | Reduced | -2.3m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.7m |
| BlackRock, Inc. | Reduced | -1.5m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -1.4m |
| VANGUARD GROUP INC | Reduced | -1.3m |
| MARSHALL WACE, LLP | Reduced | -1.3m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $58.8m700.8k shares |
| CITADEL ADVISORS LLC | Reduced | $41.4m494.2k shares |
| JANE STREET GROUP, LLC | Reduced | $20.3m241.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $20.0m239.0k shares |
| JPMORGAN CHASE & CO | Added | $16.6m198.1k shares |
| Delta Accumulation, LLC | Added | $15.0m209.3k shares |
| Walleye Trading LLC | Added | $15.0m178.8k shares |
| UBS Group AG | Reduced | $13.7m163.1k shares |
| GROUP ONE TRADING LLC | Reduced | $12.8m152.1k shares |
| D. E. Shaw & Co., Inc. | Added | $10.8m128.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.0m524.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | First filing | $20.5m2.4k shares |
| Delta Accumulation, LLC | Added | $18.4m255.6k shares |
| CITADEL ADVISORS LLC | Reduced | $16.8m200.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $9.8m119.0k shares |
| Walleye Capital LLC | Reduced | $7.4m88.2k shares |
| IMC-Chicago, LLC | Reduced | $7.0m83.3k shares |
| UBS Group AG | Reduced | $5.8m69.1k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $5.7m67.5k shares |
| JANE STREET GROUP, LLC | Added | $5.4m64.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), DODGE & COX (3.7%, 2026-02-13)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $2.3m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 2 | $2.8m | — |
| Q2 2024 | 0 | — | 4 | $6.5m | — |
| Q3 2024 | 0 | — | 1 | $961.6k | — |
| Q4 2024 | 0 | — | 2 | $3.2m | — |
| Q1 2025 | 0 | — | 0 | — | — |
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.11% of their portfolio | 70.6m $5.9bn | Reduced -1.3m |
| BlackRock, Inc. 0.11% of their portfolio | 64.3m $5.4bn | Reduced -1.5m |
| Dodge & Cox 2.01% of their portfolio | 42.0m $3.5bn | Reduced -2.7m |
| STATE STREET CORP 0.12% of their portfolio | 33.6m $2.8bn | Reduced -77.0k |
| FMR LLC 0.14% of their portfolio | 26.5m $2.2bn | Added +3.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 18.1m $1.5bn | Added +439.3k |
| Artisan Partners Limited Partnership 2.13% of their portfolio | 15.7m $1.3bn | Reduced -310.2k |
| First Eagle Investment Management, LLC 2.47% of their portfolio | 13.9m $1.2bn | Reduced -86.5k |
| MORGAN STANLEY 0.08% of their portfolio | 12.7m $1.1bn | Added +1.5m |
| NORGES BANK 0.15% of their portfolio | 12.7m $1.1bn | Reduced -2.3m |
| BANK OF AMERICA CORP /DE/ 0.09% of their portfolio | 12.5m $1.0bn | Added +7.4m |
| AMERIPRISE FINANCIAL INC 0.27% of their portfolio | 12.0m $1.0bn | Added +221.6k |
| JPMORGAN CHASE & CO 0.07% of their portfolio | 11.5m $964.5m | Added +5.3m |
| NORTHERN TRUST CORP 0.12% of their portfolio | 9.3m $776.7m | Reduced -273.3k |
| WELLS FARGO & COMPANY/MN 0.19% of their portfolio | 9.2m $774.7m | Added +1.1m |
| Nuveen, LLC 0.23% of their portfolio | 9.2m $773.6m | First filing |
| Invesco Ltd. 0.13% of their portfolio | 8.3m $693.1m | Added +668.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% of their portfolio | 8.1m $681.5m | Added +436.1k |
| HARRIS ASSOCIATES L P 1.02% of their portfolio | 7.3m $609.4m | Reduced -2.3m |
| Amundi 0.19% of their portfolio | 6.7m $534.5m | Reduced -674.6k |
| LSV ASSET MANAGEMENT 1.33% of their portfolio | 6.6m $553.3m | Reduced -434.4k |
| Legal & General Group Plc 0.14% of their portfolio | 6.2m $523.8m | Added +21.3k |
| DIMENSIONAL FUND ADVISORS LP 0.13% of their portfolio | 6.0m $504.5m | Reduced -1.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.35% of their portfolio | 5.1m $429.0m | Reduced -2.6m |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 5.1m $423.9m | Added +1.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 4.8m $398.6m | Reduced -97.1k |
| FIRST TRUST ADVISORS LP 0.35% of their portfolio | 4.7m $397.4m | Added +3.7m |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 4.4m $369.9m | Added +94.1k |
| Bank of New York Mellon Corp 0.07% of their portfolio | 4.0m $337.9m | Reduced -148.0k |
| AMERICAN CENTURY COMPANIES INC 0.20% of their portfolio | 3.9m $323.5m | Reduced -883.6k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 3.6m $303.1m | Reduced -30.0k |
| UBS Group AG 0.07% of their portfolio | 3.6m $300.4m | Reduced -798.6k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.94% of their portfolio | 3.4m $281.8m | Reduced -921.9k |
| AQR CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 3.2m $266.3m | Added +887.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 2.9m $242.2m | Reduced -93.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 2.8m $231.2m | Added +1.3m |
| PARNASSUS INVESTMENTS, LLC 0.53% of their portfolio | 2.6m $222.2m | Reduced -229.0k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 2.5m $211.6m | Added +225.6k |
| HSBC HOLDINGS PLC 0.14% of their portfolio | 2.5m $206.3m | Added +12.9k |
| Fayez Sarofim & Co 0.50% of their portfolio | 2.4m $202.9m | Reduced -405.8k |
| BARCLAYS PLC 0.09% of their portfolio | 2.4m $200.3m | Reduced -497.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 2.4m $197.7m | Added +93.8k |
| National Pension Service 0.18% of their portfolio | 2.3m $192.1m | Added +113.6k |
| TRUIST FINANCIAL CORP 0.27% of their portfolio | 2.0m $166.5m | Added +109.6k |
| Davis Selected Advisers 0.92% of their portfolio | 1.9m $160.2m | Reduced -226.3k |
| Robeco Institutional Asset Management B.V. 0.31% of their portfolio | 1.9m $159.9m | Reduced -15.0k |
| Squarepoint Ops LLC 0.38% of their portfolio | 1.9m $157.1m | Added +767.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.8m $150.3m | Added +64.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.42% of their portfolio | 1.7m $145.2m | Reduced -52.6k |
| BRANDES INVESTMENT PARTNERS, LP 1.47% of their portfolio | 1.7m $144.1m | Reduced -259.0k |
| KBC Group NV 0.43% of their portfolio | 1.7m $139.6m | Reduced -87.8k |
| CANADA LIFE ASSURANCE Co 0.24% of their portfolio | 1.6m $134.2m | Added +134.1k |
| GABELLI FUNDS LLC 1.00% of their portfolio | 1.6m $130.8m | Reduced -49.2k |
| CITIGROUP INC 0.10% of their portfolio | 1.6m $130.6m | Added +870.8k |
| PRUDENTIAL FINANCIAL INC 0.19% of their portfolio | 1.6m $130.6m | Reduced -393.5k |
| GAMCO INVESTORS, INC. ET AL 1.37% of their portfolio | 1.5m $124.8m | Reduced -30.9k |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 1.4m $119.5m | Reduced -100.0k |
| California Public Employees Retirement System 0.08% of their portfolio | 1.3m $112.0m | Reduced -235.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio | 1.3m $107.1m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.10% of their portfolio | 1.3m $106.6m | Added +119.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.2m $103.7m | Added +890.6k |
| RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio | 1.2m $102.5m | Added +38.5k |
| FEDERATED HERMES, INC. 0.22% of their portfolio | 1.2m $102.4m | Added +60.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 1.2m $99.1m | Reduced -31.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.47% of their portfolio | 1.1m $96.3m | Added +527.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.26% of their portfolio | 1.1m $95.4m | Reduced -120.4k |
| AustralianSuper Pty Ltd 0.52% of their portfolio | 1.1m $92.5m | New |
| MARSHALL WACE, LLP 0.12% of their portfolio | 1.1m $88.8m | Reduced -1.3m |
| Thrivent Financial for Lutherans 0.19% of their portfolio | 1.1m $88.4m | Reduced -20.7k |
| Bridgewater Associates, LP 0.41% of their portfolio | 1.0m $87.8m | Added +56.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 1.0m $87.0m | Added +156.5k |
| TCW GROUP INC 0.76% of their portfolio | 1.0m $84.8m | Added +18.9k |
| Mondrian Investment Partners LTD 1.45% of their portfolio | 1.0m $84.6m | Added +37.3k |
| SEI INVESTMENTS CO 0.11% of their portfolio | 994.0k $83.4m | Reduced -86.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 968.8k $81.2m | Added +324 |
| CREDIT AGRICOLE S A 0.30% of their portfolio | 955.5k $80.1m | Added +20.0k |
| AVIVA PLC 0.19% of their portfolio | 917.0k $76.9m | Added +85.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 890.1k $74.7m | Reduced -30.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 871.7k $73.1m | Added +11.9k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 865.7k $72.6m | Reduced -895 |
| ZACKS INVESTMENT MANAGEMENT 0.67% of their portfolio | 857.9k $71.9m | Added +11.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.19% of their portfolio | 854.8k $71.7m | Reduced -180.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 827.5k $69.4m | Reduced -1.7m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio | 810.8k $68.0m | Reduced -66.2k |
| CAPTRUST FINANCIAL ADVISORS 0.17% of their portfolio | 804.6k $67.5m | Reduced -1.5k |
| MILLER HOWARD INVESTMENTS INC /NY 2.10% of their portfolio | 788.1k $66.1m | Reduced -267.2k |
| M&G PLC 0.31% of their portfolio | 781.8k $65.7m | Reduced -32.4k |
| Man Group plc 0.19% of their portfolio | 767.6k $64.4m | Reduced -816.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.51% of their portfolio | 762.3k $63.9m | Reduced -24.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.13% of their portfolio | 758.6k $63.6m | Reduced -47.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 752.3k $63.1m | Reduced -33.6k |
| LAZARD ASSET MANAGEMENT LLC 0.09% of their portfolio | 732.4k $61.4m | Reduced -207.2k |
| MACQUARIE GROUP LTD 0.07% of their portfolio | 711.1k $59.6m | Added +77.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 706.9k $59.3m | Unchanged |
| CORDA Investment Management, LLC. 4.55% of their portfolio | 681.9k $57.2m | Reduced -25.0k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.42% of their portfolio | 680.6k $57.1m | First filing |
| Candriam S.C.A. 0.36% of their portfolio | 679.7k $57.0m | Reduced -123.3k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 674.3k $56.6m | Added +651.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 666.4k $55.9m | Reduced -11.1k |
| Federation des caisses Desjardins du Quebec 0.28% of their portfolio | 663.8k $55.7m | Added +245.8k |