L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Feb 2024
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 19 listed it in both
Shares listed
138,774,383
combined, among listed positions
Reported value
$7.2bn
combined, at the quarter end

Among the 93 comparable managers: 8 buyers (opened or added shares) and 11 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 Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Dodge & Cox58,771,100$3.1bn1.94%Trimmed-259,05822 Feb 2024 (the filing on sec.gov)
Artisan Partners LP19,793,539$1.0bn1.59%Added+144,16212 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC16,213,383$844m2.01%Trimmed-27,7938 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)12,067,482$628munder 0.1%Added+145,4955 Nov 2026 (the filing on sec.gov)
Harris Associates LP8,777,364$457m0.79%Added+407,74414 Feb 2024 (the filing on sec.gov)
Invesco Ltd5,915,364$308m0.07%Added+143,21813 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc4,985,387$259munder 0.1%Trimmed-715,25516 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP3,228,721$168m0.18%Added+1,228,42614 Feb 2024 (the filing on sec.gov)
MFS Investment Management2,096,246$109munder 0.1%Added+475,4978 Feb 2024 (the filing on sec.gov)
GAMCO Investors Inc1,737,433$90m0.97%Trimmed-75,29114 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP1,458,701$76m0.13%Trimmed-1,067,43214 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC1,097,564$57m0.11%Trimmed-268,35614 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC845,706$44m0.08%Added+63,88014 Feb 2024 (the filing on sec.gov)
Man Group PLC609,916$32m0.09%Trimmed-359,77714 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC548,535$29m0.06%Trimmed-89,35114 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP342,018$18m0.10%Added+217,35814 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC158,722$8.3m0.05%Trimmed-62,74514 Feb 2024 (the filing on sec.gov)
Markel Group Inc121,500$6.3m0.07%Trimmed-243,7502 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd5,702$297kunder 0.1%Trimmed-13,23614 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, 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.

New (0)

No new position among listed positions.

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 →