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⚲
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| Mellon Investments Corporation
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|
|---|---|
| CRD # | 105764 |
| SEC # | 801-19785 |
| CIK # | 0000874779, 0001730307 |
| AUM | $873.9 B (2026-05-12) |
| Employees | 98 (62% Investors, 7% Brokers) |
| Phone | 617-248-3682 |
| Address | 500 Ross Street Pittsburgh, PA 15258 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 26.8 | ||
| Apple Inc | 23.4 | ||
| Microsoft Corp | 19.1 | ||
| Amazon Com Inc | 13.9 | ||
| Alphabet Inc | 11.5 | ||
| Broadcom Inc | 8.9 | ||
| Alphabet Inc | 8.2 | ||
| Facebook Inc | 8.1 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Tesla Motors Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3,492 | 19.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 176 | 590.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 28.6 |
| (g) Pension and profit sharing plans | 106 | 57.6 |
| (h) Charitable organizations | 26 | 5.1 |
| (i) State or municipal government entities | 89 | 87.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 1.8 |
| (l) Sovereign wealth funds and foreign official institutions | 15 | 75.5 |
| (m) Corporations or other businesses not listed above | 9 | 3.6 |
| (n) Other | 17 | 4.4 |
| Total | 3,942 | 873.9 |
| By Discretionary | ||
| Discretionary | 3,942 | 873.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,942 | 873.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 103.9 | |
| United States Persons | 770.0 | |
| Total | 3,942 | 873.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeremy Radcliffe | 74 | 11 | ||
| Paul Bachtold | 44 | 11 | ||
| John Price | 57 | 7 | ||
| John Blaisdell | 38 | 7 | ||
| Salient Capital Management LLC | 12 | 5 | ||
| William Guinn | 10 | 5 | ||
| Jonathan Depriest | 7 | 4 | ||
| David Brooks | 54 | 3 | ||
| Bart Grenier | 22 | 3 | ||
| Adam Joffe | 10 | 3 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0000874779] | |
| SC 13G | [0001730307] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| MRI Interventions Inc | Mellon Group LLC | [2018-02-05] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dimensional Fund Advisors LP
✚
|
TX | 1,020.4 |
|
Parametric Portfolio Associates LLC
✚
|
WA | 684.8 |
|
Columbia Management Investment Advisers LLC
✚
|
MA | 502.4 |
|
Allspring Global Investments LLC
✚
|
NC | 475.8 |
|
JP Morgan Securities LLC
✚
|
NY | 429.7 |
|
Loomis Sayles & Company LP
✚
|
MA | 386.9 |
|
NISA Investment Advisors LLC
✚
|
MO | 343.9 |
|
Pictet Asset Management Sa
✚
|
330.7 | |
|
Allspring Funds Management LLC
✚
|
NC | 324.7 |
|
AQR Capital Management LLC
✚
|
CT | 311.7 |