Whale Analyzer
BNY Institutional Holders and 13F Ownership
Compare 15 tracked holders of BNY, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Dodge & Cox, First Eagle Investment Management, PRIMECAP Management Company, and National Pension Service.
Continue to the live BNY dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Dodge & Cox 13F holdings | $2.40B | 16.6M | Reduced | 2026-06-30 |
| First Eagle Investment Management 13F holdings | $1.34B | 9.3M | Reduced | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $376.5M | 2.6M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $321.5M | 2.2M | Reduced | 2026-06-30 |
| Davis Advisors 13F holdings | $53.0M | 366.4K | Reduced | 2026-06-30 |
| Matrix Asset Advisors 13F holdings | $23.0M | 159.1K | Reduced | 2026-09-30 |
| Bridgewater Associates 13F holdings | $20.2M | 139.3K | Reduced | 2026-06-30 |
| Markel Group 13F holdings | $18.0M | 124.5K | Held | 2026-09-30 |
| Tweedy Browne 13F holdings | $14.8M | 102.2K | Reduced | 2026-06-30 |
| Yacktman Asset Management 13F holdings | $9.1M | 63.1K | Reduced | 2026-09-30 |
| Oakmark Funds 13F holdings | $6.1M | 42.4K | Reduced | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $4.3M | 29.7K | Held | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Tweedy Browne SEC filing (0001193125-26-340443) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
Tracked-sample concentration
Reported position value for BNY is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 52.3% of aggregate reported value in this sample
- Top 5 tracked holders: 97.9% of aggregate reported value in this sample
- Top 10 tracked holders: 99.7% of aggregate reported value in this sample
Whale activity this quarter
Across 15 tracked holders, 9 reduced, 5 held, 1 increased. Net positioning is net selling.
- Dodge & Cox ($2.40B) (▼ 29.0% qoq shares)
- First Eagle Investment Management ($1.34B) (▼ 6.1% qoq shares)
- PRIMECAP Management Company ($376.5M) (▲ 2.7% qoq shares)
- National Pension Service ($321.5M) (▼ 0.8% qoq shares)
- Davis Advisors ($53.0M) (▼ 30.2% qoq shares)
- Matrix Asset Advisors ($23.0M) (▼ 9.0% qoq shares)
- Bridgewater Associates ($20.2M) (▼ 41.0% qoq shares)
- Markel Group ($18.0M) (→ 0.0% qoq shares)
Sector positioning — Financials
BNY sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live BNY dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on BNY with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns BNY stock?
Whale Analyzer tracks 15 public-disclosure holders of BNY with a combined reported value of $4.59B. See the holder table above for the largest tracked positions.
Which top funds are buying BNY?
Tracked holders were net selling last quarter — 9 reduced, 5 held, 1 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked BNY sample?
The top five tracked holders account for 97.9% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
What does 13F ownership mean for BNY?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive BNY dashboard to explore them, or read our 13F Alpha Signals Guide.