Across its top 20 institutional holders, BNY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$25.0B

Total Buy Value

$39.8B

Total Sell Value

New buy106

Trim658

Add656

Sold out100

762

Net Buyers

758

Net Sellers

Game Theory Scenarios

Neutral— Wait & Watch

Neutral: Institutions accumulate, insiders silent

Signal Basis

In the latest 13F period (March 2026 quarter), institutions net bought ~$764M of BNY, with 762 net buyers vs 758 net sellers, reflecting mild accumulation. However, there are zero insider trades on record for the recent 30/90-day windows, providing no internal validation.

Confirmation

A cluster of 3+ insiders buying (cluster_alert) or continued institutional net buying in the next quarter would confirm a bullish leaning.

Invalidation Risk

A reversal to institutional net selling, especially if net seller count significantly exceeds net buyers, would shift this neutral view to bearish.

AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.

See the institutional 13F filings behind this signal

Smart Money Convergence

BNY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BNY

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-23

2026-07-23

AI summary pending

View Full Filing (SEC EDGAR)

2026-07-15

Bank of New York Mellon (BNY) released its financial results for the second quarter of 2026 on July 15, 2026, for the period ended June 30, 2026. The earnings release and financial supplement are attached as exhibits to this Form 8-K.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

064058100, 064058950

FAQ

Who are the top institutional investors holding BANK OF NEW YORK MELLON CORP (BNY)?

Major stakeholders currently include BlackRock, Inc. ($7.3B), Vanguard Capital Management LLC ($5.3B), State Street CORP ($3.8B). Based on the latest 13F filings, there are a total of 1753 tracked investment funds and institutions maintaining positions in BNY.

What is the overall institutional sentiment toward BNY recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $9.3B, driven by 762 managers accumulating shares while 758 reduced their exposure.

Which institutions have been selling or reducing their BNY positions?

In the latest period, 658 funds trimmed their holdings, and 100 managers completely exited their positions. The aggregate reported sell value was $39.8B.

Are there any notable investors adding BNY to their portfolios?

Yes, buying activity remains notable. 106 institutions opened new positions in {ticker}, and 656 existing holders added to their shares. The total reported buy value for the quarter amounted to $25.0B.

Related Stocks

Same Sector

Other stocks in the same GICS sector

JPM

Jpmorgan Chase & Co

Institutions Holding

4,984

Total reported value

$582.4B

1664 institutions currently hold both BNY and this stock

View detail

Visa Inc-class A Shares

Institutions Holding

4,383

Total reported value

$448.7B

1563 institutions currently hold both BNY and this stock

View detail

Mastercard INC - A

Institutions Holding

3,560

Total reported value

$387.0B

1474 institutions currently hold both BNY and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,151

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail

AMZN

Amazon.com INC

Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

View detail

NVDA

Nvidia CORP

Institutions Holding

5,766

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail

Developer Access

Access BNY's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BNY

CLI

npx alphasmo stocks get BNY

Full API & MCP documentation →