JACOBS LEVY EQUITY MANAGEMENT, INC
Position in BNY — Bank of New York Mellon Corp
CIK 884414
FLORHAM PARK, NJ
Position in BNY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,624,484
+$78,966,413 QoQ
Shares Held
2,182,591
+9.4% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#44
of 1,868 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $560,994,656 across 6 Banks - Diversified names. BNY ranks #1 (56.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
This page
|
2,182,591 | $315,624,484 | |
| 2 | C |
Citigroup Inc
|
1,321,626 | $184,974,774 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,173 | $23,649,336 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
271,620 | $16,161,390 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
31,735 | $10,387,817 | |
| 6 | BAC |
Bank Of America Corp /De/
|
178,955 | $10,196,855 |
All Filings in BNY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,624,484 | 2,182,591 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $236,658,071 | 1,994,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $254,291,314 | 2,190,467 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $127,367,048 | 1,168,934 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $59,349,782 | 651,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,119,166 | 454,503 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,977,472 | 455,258 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $87,969,718 | 1,224,182 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,532,512 | 1,177,701 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,854,341 | 795,806 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,450,131 | 719,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $40,927,963 | 959,624 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $35,769,460 | 803,447 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,374,627 | 822,505 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,569,465 | 539,751 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,915,441 | 439,134 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $38,947,630 | 933,772 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,793,749 | 338,379 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,409,577 | 144,793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $84,723,719 | 1,634,331 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $89,087,125 | 1,738,964 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,826,968 | 1,222,816 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $49,028,810 | 1,155,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $41,251,543 | 1,201,268 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $47,758,490 | 1,235,666 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $40,650,783 | 1,206,971 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||