Stock ownership · SEC 13F · Q4 2025

BANK NEW YORK MELLON CORP

Institutional ownership of BANK NEW YORK MELLON CORP (CUSIP 064058100) - who holds it, how concentrated it is, and what moved last quarter.

$11.7M
Reported value
9
Institutions
95%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, BANK NEW YORK MELLON CORP ranks #419 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 9 institutions report $11.7M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

9
institutions hold it
$11.7M
reported 13F value
95%
held by top 5
#419
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, BANK NEW YORK MELLON CORP ranks #419 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 064058100 · Q4 2025 $12M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #419/775
  • HOLDERS-FOCUS 9 filers
  • CONC-DOM 95% top-5
  • PHOTO-FINISH SERVICE INTL
  • ACTIVITY-MID 7 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: SERVICE CORP INTL

Read with: Ownership concentration guide - BANK NEW YORK MELLON CORP's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · BANK NEW YORK MELLON CORP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES TR · near$12MVANGUARD INDEX FDS · near$12MTIDAL TRUST I · near$12MSERVICE INTL · near$12MBANK NEW YORK MELLON · this …$12M
Aggregate reported institutional value ($)
Largest institutional holders of BANK NEW YORK MELLON CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a BANK NEW YORK MELLON CORP position has fallen from 10 to 9 over the last 8 quarters of 13F filings.

46810121416 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 9
Distinct 13F filers holding BANK NEW YORK MELLON CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 62,250 $7.2M 62.0%
2 Anchor Investment Management, LLC 18,677 $2.2M 18.6%
3 GROUPAMA ASSET MANAGMENT 8,971 $1.0M 8.9%
4 TD Capital Management LLC 2,799 $325K 2.8%
5 DGS Capital Management, LLC 2,779 $323K 2.8%
6 Bell Investment Advisors, Inc 2,560 $297K 2.5%
7 Barnes Wealth Management Group, Inc 2,178 $253K 2.2%
8 MidFirst Bank 192 $22K 0.2%
9 SG Trading Solutions, LLC 5,249 $609 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BANK NEW YORK MELLON CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold BANK NEW YORK MELLON CORP?
BANK NEW YORK MELLON CORP is held by 9 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does BANK NEW YORK MELLON CORP sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, BANK NEW YORK MELLON CORP ranks #419 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of BANK NEW YORK MELLON CORP?
Institutions report $11.7M of BANK NEW YORK MELLON CORP as of Q4 2025.
How concentrated is ownership of BANK NEW YORK MELLON CORP?
The top five institutional holders account for 95% of the reported institutional value in BANK NEW YORK MELLON CORP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of BANK NEW YORK MELLON CORP?
Pacer Advisors, Inc. is the largest reported holder of BANK NEW YORK MELLON CORP with $7.2M across 62,250 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for BANK NEW YORK MELLON CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($11.7M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (9 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.