L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 1 Aug 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 17 listed it in both
Shares listed
127,589,842
combined, among listed positions
Reported value
$11.6bn
combined, at the quarter end

Among the 95 comparable managers: 6 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BNY in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Dodge & Cox37,619,374$3.4bn1.93%Trimmed-4,357,26613 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)32,498,500$3.0bn0.17%Added+6,008,66214 Aug 2025 (the filing on sec.gov)
Artisan Partners LP15,803,214$1.4bn2.11%Added+139,54412 Aug 2025 (the filing on sec.gov)
First Eagle Investment Management LLC12,552,364$1.1bn2.25%Trimmed-1,385,1726 Aug 2025 (the filing on sec.gov)
Invesco Ltd7,498,942$683m0.12%Trimmed-765,23413 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP4,943,627$450m0.32%Trimmed-171,83313 Aug 2025 (the filing on sec.gov)
Harris Associates LP4,906,153$447m0.73%Trimmed-2,359,38014 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC3,117,445$284m0.23%Trimmed-126,75914 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc2,838,467$259munder 0.1%Trimmed-49,29014 Aug 2025 (the filing on sec.gov)
GAMCO Investors Inc1,442,814$131m1.30%Trimmed-45,01413 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,255,065$114m0.12%Trimmed-618,28627 Aug 2025 (the filing on sec.gov)
AllianceBernstein LP892,701$81munder 0.1%Trimmed-76,05814 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC719,719$66m0.14%Added+58,5487 Aug 2025 (the filing on sec.gov)
Man Group PLC644,008$59m0.11%Trimmed-123,61114 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP551,977$50m0.20%Trimmed-495,22813 Aug 2025 (the filing on sec.gov)
Markel Group Inc121,500$11m0.09%Held01 Aug 2025 (the filing on sec.gov)
Woodline Partners LP77,387$7.1munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP48,356$4.4munder 0.1%Trimmed-12,56313 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP40,537$3.7munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Winton Group Ltd17,692$1.6m0.08%Newnew14 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
22 in Q3 2024 to 30 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BNY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201319$7.6bnn.a.n.a.
Q3 201318$8.0bnn.a.n.a.
Q4 201315$9.4bnn.a.n.a.
Q1 201416$10.0bnn.a.n.a.
Q2 201415$11.2bnn.a.n.a.
Q3 201422$11.8bnn.a.n.a.
Q4 201421$12.0bnn.a.n.a.
Q1 201520$12.2bnn.a.n.a.
Q2 201528$12.6bnn.a.n.a.
Q3 201524$11.7bnn.a.n.a.
Q4 201525$12.0bnn.a.n.a.
Q1 201627$10.6bnn.a.n.a.
Q2 201622$11.3bnn.a.n.a.
Q3 201628$11.4bnn.a.n.a.
Q4 201632$13.4bnn.a.n.a.
Q1 201723$12.8bnn.a.n.a.
Q2 201718$14.2bnn.a.n.a.
Q3 201715$14.0bnn.a.n.a.
Q4 201724$14.0bnn.a.n.a.
Q1 201825$13.1bnn.a.n.a.
Q2 201819$14.2bnn.a.n.a.
Q3 201819$13.8bnn.a.n.a.
Q4 201815$13.4bnn.a.n.a.
Q1 201922$13.7bnn.a.n.a.
Q2 201927$11.6bnn.a.n.a.
Q3 201928$12.1bnn.a.n.a.
Q4 201932$12.5bnn.a.n.a.
Q1 202030$8.3bnn.a.n.a.
Q2 202032$9.2bnn.a.n.a.
Q3 202024$8.3bnn.a.n.a.
Q4 202028$10.6bnn.a.n.a.
Q1 202123$11.2bnn.a.n.a.
Q2 202128$11.9bnn.a.n.a.
Q3 202118$11.7bnn.a.n.a.
Q4 202119$12.6bnn.a.n.a.
Q1 202227$10.5bnn.a.n.a.
Q2 202220$8.7bnn.a.n.a.
Q3 202224$7.8bnn.a.n.a.
Q4 202230$8.6bnn.a.n.a.
Q1 202332$7.3bnn.a.n.a.
Q2 202328$7.0bnn.a.n.a.
Q3 202322$6.1bnn.a.n.a.
Q4 202319$7.2bn811
Q1 202421$7.8bn1011
Q2 202424$8.3bn148
Q3 202422$10.1bn1112
Q4 202421$10.7bn108
Q1 202521$11.3bn912
Q2 202520$11.6bn613
Q3 202522$13.5bn138
Q4 202523$12.6bn1821
Q1 202625$12.8bn2021
Q2 202630$14.7bn2219

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BNY and BAC →BNY and JPM →BNY and WFC →Choose a stock to compare with BNY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BNY, latest filings →Back to the 13F Explorer →