undamentalytics Newsletter

BNY Mellon: which funds bought and sold

Institutions that bought and sold BNY Mellon shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 860 institutions that filed 13F reports for both quarters added to or opened positions in BNY Mellon, and 790 cut or closed them. Together they added a net 151K shares, +0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.1M shares (+1.6%); index fund managers were net sellers of 8.6M shares (−4.4%). 197 opened a new position and 89 sold out entirely.

Bought, Q2 2026 860 institutions, 197 of them new holders Sold, Q2 2026 790 institutions, 89 of them sold out
Net change, all compared +151K shares (+0.0%)
Net change, active managers +2.1M shares (+1.6%), 47 bought, 52 sold

Buyers versus sellers

institutions compared, 1,927
Active managers and hedge funds 47 bought · 52 sold · +2.1M
Index fund managers 5 bought · 7 sold · −8.6M
Other institutions 808 bought · 731 sold · +6.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +8.7M +87.8% 18.5M $2.7B
Wellington Management Group LLP Active manager +3.7M +83.0% 8.1M $1.2B
TD Asset Management Inc +1.6M +104.5% 3.1M $453M
Arrowstreet Capital, Limited Partnership Hedge fund +1.6M +87.8% 3.3M $481M
Lord, Abbett & Co. LLC +1.4M New position 1.4M $206M
Qube Research & Technologies Ltd Hedge fund +1.2M +240.3% 1.8M $254M
Millennium Management LLC Hedge fund +1.2M +623.6% 1.3M $195M
Two Sigma Investments, LP Hedge fund +1.1M +580.1% 1.3M $190M
1832 Asset Management L.P. +1.0M +20176.9% 1.0M $146M
Lazard Asset Management LLC Active manager +943K +139.6% 1.6M $234M
Danske Bank A/S +833K +102.9% 1.6M $238M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +769K +10.1% 8.4M $1.2B
Amundi +767K +12.7% 6.8M $986M
Royal Bank Of Canada +757K +19.8% 4.6M $663M
Bank Of America Corp +620K +3.7% 17.3M $2.5B
Susquehanna International Group, LLP +519K +649.3% 599K $86.6M
Deutsche Bank Ag\ +469K +13.3% 4.0M $576M
BNP Paribas Financial Markets +417K +36.4% 1.6M $226M
Freestone Grove Partners LP Hedge fund +358K New position 358K $51.8M
Polar Capital Holdings PLC Active manager +342K +70.5% 827K $120M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Dodge & Cox Active manager −6.8M −29.0% 16.6M $2.4B
Blackrock, Inc. Index funds −4.1M −6.6% 57.5M $8.3B
Geode Capital Management, LLC Index funds −2.9M −15.6% 15.8M $2.3B
LSV Asset Management Active manager −2.0M −47.2% 2.3M $326M
Artisan Partners Limited Partnership Active manager −1.8M −11.6% 13.7M $2B
FMR LLC Active manager −1.4M −5.2% 25.9M $3.7B
Citadel Advisors LLC Hedge fund −1.4M −71.7% 542K $78.4M
Vanguard Portfolio Management LLC Index funds −1.2M −6.6% 17.7M $2.6B
Marshall Wace, LLP Hedge fund −1.1M −79.7% 277K $40.1M
Nuveen, LLC −856K −13.2% 5.6M $817M
UBS Group AG −588K −19.1% 2.5M $360M
Point72 Asset Management, L.P. Hedge fund −437K −52.5% 395K $57.2M
Los Angeles Capital Management LLC Active manager −379K −81.1% 88K $12.8M
Caisse De Depot Et Placement Du Quebec −376K −69.3% 166K $24M
Engineers Gate Manager LP Hedge fund −371K −97.7% 8,740 $1.3M
Brandes Investment Partners, LP Active manager −370K −98.8% 4,587 $663,308
Northern Trust Corp Index funds −365K −4.4% 8.0M $1.2B
Miller Howard Investments Inc −354K −93.3% 26K $3.7M
Sei Investments Co −351K −25.7% 1.0M $147M
American Century Companies Inc Active manager −350K −35.4% 639K $92.3M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Holocene Advisors, LPHedge fund 309K $36.6M
Bsn Capital Partners Ltd 170K $18.5M
Debussy Capital Management LP 153K $18.2M
Alpine Global Management, LLC 123K $14.6M
Banque Cantonale Vaudoise 48K $5.7M
Pinkerton Wealth, LLC 47K $5.5M
Capital Fund Management S.A.Hedge fund 34K $4M
Isam Funds (UK) Ltd 29K $3.5M
Patton Fund Management, Inc. 25K $2.9M
Poehling Capital Management, Inc. 24K $2.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,872
Ten largest holders
44.6%
of 13F-reported shares
Index fund managers
31.7%
of 13F-reported shares
Active managers and hedge funds
23.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 47 52 13 5 +2.1M +1.6%
Index fund managers 5 7 0 0 −8.6M −4.4%
Other institutions 808 731 184 84 +6.6M +2.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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