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| Happy Holidays!! thanks for using AUM13F!! |
| Mellon Investments Corporation
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| CRD # | 105764 |
| SEC # | 801-19785 |
| CIK # | 0001730307, 0000874779 |
| AUM | $763.7 B (2025-07-31) |
| Employees | 155 (43% Investors, 15% Brokers) |
| Phone | 617-248-3682 |
| Address | 500 Ross Street Pittsburgh, PA 15258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 27.9 | ||
| Nvidia Corp | 24.8 | ||
| Apple Inc | 20.2 | ||
| Amazon Com Inc | 14.4 | ||
| Facebook Inc | 9.7 | ||
| Broadcom Inc | 8.0 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | HarborWalk Risk Parity Delta Rho Q V10 Fund LP | [2019-01-02] | 70.0 | 0.0 |
| HF | HarborWalk Risk Parity Fund V12 LP | [2019-01-02] | 240.0 | 2.5 |
| HF | HarborWalk Risk Parity Fund V15 LP | [2019-01-02] | 732.2 | 20.0 |
| HF | HarborWalk Trend Institutional V20 Fund LP | [2019-01-02] | 66.0 | 4.9 |
| HF | HarborWalk Global Growth LP | [2016-08-26] | 5.4 | 5.0 |
| HF | HarborWalk Opportunistic Investor LP | [2016-03-30] | 6.0 | 1.4 |
| HF | HarborWalk Opportunistic Appreciation Fund LP | [2015-08-19] | 119.9 | 124.5 |
| HF | MCM ConvertibleAlpha Offshore Multicurrency Fund Ltd | 2013-05-29 | 0.0 | |
| HF | MCM Offshore Global Fixed Income Fund Ltd Multicurrency | 2013-05-29 | 0.0 | |
| HF | Mellon Currency Opportunity Fund LLC | 2013-05-29 | 0.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 166 | 517.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 29.2 |
| (g) Pension and profit sharing plans | 122 | 50.2 |
| (h) Charitable organizations | 27 | 4.5 |
| (i) State or municipal government entities | 89 | 79.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 1.3 |
| (l) Sovereign wealth funds and foreign official institutions | 18 | 75.2 |
| (m) Corporations or other businesses not listed above | 2 | 1.8 |
| (n) Other | 25 | 4.7 |
| Total | 533 | 763.7 |
| By Discretionary | ||
| Discretionary | 533 | 763.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 533 | 763.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 105.2 | |
| United States Persons | 658.5 | |
| Total | 533 | 763.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Paul Bachtold | 44 | |||
| Jeremy Radcliffe | 74 | |||
| John Blaisdell | 38 | |||
| John Price | 56 | |||
| Salient Capital Management LLC | 12 | |||
| William Guinn | 10 | |||
| Jonathan Depriest | 7 | |||
| David Brooks | 53 | |||
| Bart Grenier | 21 | |||
| Adam Joffe | 10 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000874779] | |
| SC 13G | [0001730307] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| MRI Interventions Inc | Mellon Group LLC | [2018-02-05] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 835.7 |
|
Parametric Portfolio Associates LLC
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|
WA | 574.0 |
|
Columbia Management Investment Advisers LLC
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|
MA | 457.5 |
|
Allspring Global Investments LLC
✚
|
NC | 457.5 |
|
JP Morgan Securities LLC
✚
|
NY | 352.6 |
|
Loomis Sayles & Company LP
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|
MA | 350.9 |
|
Allspring Funds Management LLC
✚
|
NC | 318.0 |
|
Pictet Asset Management Sa
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|
276.7 | |
|
Janus Henderson Investors US LLC
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|
CO | 274.7 |
|
T Rowe Price International Ltd
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|
249.0 |