Bank of New York Mellon Corp
Institutional investor · Portfolio as of Q1 2025
Top Holdings4,110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 105.9M | $23.5B | 4.7% | $128.82 | +71.38% | 18 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 59.9M | $22.5B | 4.5% | $213.99 | +76.07% | 18 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 167.8M | $18.2B | 3.6% | $112.67 | -2.68% | 18 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 64.8M | $12.3B | 2.4% | $112.97 | +70.60% | 18 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 13.9M | $8B | 1.6% | $264.23 | +117.78% | 18 qtrssince 2020-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 13.5M | $7.6B | 1.5% | $394.88 | +39.98% | 18 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 45.3M | $7B | 1.4% | $96.58 | +59.35% | 18 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 42.3M | $6.6B | 1.3% | $96.80 | +60.78% | 18 qtrssince 2020-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 12.2M | $6.5B | 1.3% | $234.35 | +124.59% | 18 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 24.8M | $6.1B | 1.2% | $114.13 | +108.51% | 18 qtrssince 2020-Q4 | Increased 51 |
EXXON MOBIL CORP | 45.3M | $5.4B | 1.1% | $54.64 | +108.30% | 18 qtrssince 2020-Q4 | Increased 52 |
BROADCOM INC | 31.1M | $5.2B | 1.0% | $156.82 | +5.74% | 18 qtrssince 2020-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 13.8M | $4.8B | 1.0% | $225.79 | +53.46% | 18 qtrssince 2020-Q4 | Increased 47 |
MASTERCARD INC - A | 8.7M | $4.8B | 0.9% | $344.25 | +56.14% | 18 qtrssince 2020-Q4 | Decreased 0 |
ELI LILLY & CO | 5.6M | $4.6B | 0.9% | $169.37 | +382.53% | 18 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 16.6M | $4.3B | 0.9% | $256.37 | +2.80% | 18 qtrssince 2020-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 8.1M | $4.3B | 0.8% | $335.84 | +50.60% | 18 qtrssince 2020-Q4 | Increased 46 |
COSTCO WHOLESALE CORP | 4.2M | $3.9B | 0.8% | $382.80 | +144.97% | 18 qtrssince 2020-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 23.2M | $3.8B | 0.8% | $141.22 | +13.38% | 18 qtrssince 2020-Q4 | Increased 56 |
ISHARES CORE S&P MIDCAP ETF | 59.4M | $3.5B | 0.7% | $56.75 | +1.42% | 18 qtrssince 2020-Q4 | Increased 51 |
Bank of New York Mellon Corp manages $504.9B across 4110 positions as of Q1 2025. Top holdings: AAPL (4.7%), MSFT (4.5%), NVDA (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 118 new positions, 121 exits, 1314 increased. Top move: JNJ (INCREASED, conviction 56). Portfolio: $504.9B across 4110 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer