|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BNY Mellon Advisors Inc
✚
|
|
|---|---|
| CRD # | 106108 |
| SEC # | 801-52378 |
| CIK # | 0001328575 |
| AUM | $24.0 B (2025-03-31) |
| Employees | 79 (58% Investors, 4% Brokers) |
| Phone | 80020030333 |
| Address | 1800 American Blvd Pennington, NJ 08534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001328575 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 27.9 | ||
| Nvidia Corp | 24.8 | ||
| Apple Inc | 20.2 | ||
| Amazon Com Inc | 14.4 | ||
| Facebook Inc | 9.7 | ||
| Broadcom Inc | 8.0 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.0 | ||
| Tesla Motors Inc | 4.9 | ||
| Mastercard Inc | 4.8 | ||
| VISA Inc | 4.7 | ||
| Lilly Eli & Co | 4.1 | ||
| Netflix Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Johnson & Johnson | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Cisco Systems Inc | 3.1 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| Procter & Gamble Co | 2.8 | ||
| Linde PLC | 2.8 | ||
| Amphenol Corp /DE/ | 2.8 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| Philip Morris International Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92,214 | 17.0 |
| (b) Individuals (high net worth individuals) | 2,790 | 5.2 |
| (c) Banking or thrift institutions | 1 | 0.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 341 | 0.1 |
| (h) Charitable organizations | 203 | 0.5 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 1 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 310 | 0.3 |
| (n) Other | 2 | 0.3 |
| Total | 122,578 | 24.0 |
| By Discretionary | ||
| Discretionary | 122,577 | 23.7 |
| Non-Discretionary | 1 | 0.3 |
| Total | 122,578 | 24.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 23.5 | |
| Total | 122,578 | 24.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001328575] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Government Portfolio Advisors LLC
✚
|
OR | 25.9 |
|
Davis Selected Advisers LP
✚
|
AZ | 25.3 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 25.0 |
|
Steward Partners Investment Advisory LLC
✚
|
NY | 24.8 |
|
Invesco Hong Kong Limited
✚
|
24.7 | |
|
Invesco Managed Accounts LLC
✚
|
WA | 24.6 |
|
Ruffer LLP
✚
|
24.2 | |
|
Asset Allocation & Management Company LLC
✚
|
IL | 24.0 |
|
Garcia Hamilton & Associates LP
✚
|
TX | 22.8 |
|
Sustainable Growth Advisers LP
✚
|
CT | 22.1 |