Jeremy Grantham’s BK Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+358,427 Shares
Current Position
91,795 Shares
$10 M Value

Jeremy Grantham's BK Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 91,795 shares of The Bank of New York Mellon Corporation (BK) worth $10 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in BK, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 268,013 shares. Largest reduction occurred in Q3 2015, reducing 171,998 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's The Bank of New York Mellon Corporation (BK) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Bank of New York Mellon Corporation (BK) Trades by Jeremy Grantham

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +358,427 Add 0.00% 358,426 $28.05
Q3 2013 -39,854 Reduce 11.12% 318,572 $30.19
Q4 2013 -41,242 Reduce 12.95% 277,330 $34.94
Q1 2014 -27,330 Reduce 9.85% 250,000 $35.29
Q2 2014 -23,600 Reduce 9.44% 226,400 $37.48
Q3 2014 +120,000 Add 53.00% 346,400 $38.73
Q4 2014 -54,600 Reduce 15.76% 291,800 $40.57
Q1 2015 +17,800 Add 6.10% 309,600 $40.24
Q2 2015 -58,500 Reduce 18.90% 251,100 $41.97
Q3 2015 -171,998 Reduce 68.50% 79,102 $39.15
Q4 2015 -79,102 Sold Out 79,102 $0.00
Q4 2020 +56,288 New Buy 56,288 $42.44
Q1 2021 +75,700 Add 134.49% 131,988 $47.29
Q2 2021 +28,200 Add 21.37% 160,188 $51.23
Q3 2021 +60,098 Add 37.52% 220,286 $51.84
Q4 2021 -138,296 Reduce 62.78% 81,990 $58.08
Q1 2022 +11,379 Add 13.88% 93,369 $49.63
Q2 2022 +268,013 Add 287.05% 361,382 $41.71
Q3 2022 -36,100 Reduce 9.99% 325,282 $38.52
Q4 2022 +80,392 Add 24.71% 405,674 $45.52
Q1 2023 -10,200 Reduce 2.51% 395,474 $45.44
Q2 2023 +26,954 Add 6.82% 422,428 $44.52
Q3 2023 -82,333 Reduce 19.49% 340,095 $42.65
Q4 2023 -24,691 Reduce 7.26% 315,404 $52.05
Q1 2024 -25,674 Reduce 8.14% 289,730 $57.62
Q2 2024 +39,956 Add 13.79% 329,686 $59.89
Q3 2024 -7,936 Reduce 2.41% 321,750 $71.86
Q4 2024 -32,903 Reduce 10.23% 288,847 $76.83
Q1 2025 -104,271 Reduce 36.10% 184,576 $83.87
Q2 2025 -60,414 Reduce 32.73% 124,162 $91.11
Q3 2025 -32,367 Reduce 26.07% 91,795 $108.96

Jeremy Grantham's The Bank of New York Mellon Corporation Investment FAQs

Jeremy Grantham first purchased The Bank of New York Mellon Corporation (BK) in Q2 2013, acquiring 358,426 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held The Bank of New York Mellon Corporation (BK) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's largest addition to The Bank of New York Mellon Corporation (BK) was in Q2 2013, adding 358,426 shares worth $10.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 91,795 shares of The Bank of New York Mellon Corporation (BK), valued at approximately $10 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, The Bank of New York Mellon Corporation (BK) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham's peak holding in The Bank of New York Mellon Corporation (BK) was 422,428 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.