The Q2 earnings beat and raised guidance provide a clear fundamental catalyst for this institutional accumulation. With 67% analyst bullishness and strong active-manager conviction, BNY appears well-positioned for continued outperformance. Monitor Q3 2026 earnings for confirmation of the raised guidance trajectory and watch for any insider buying to strengthen the signal.
Executive Summary
11 institutional buyers accumulated $258.8M in BNY during Q2 2026, while 5 sellers reduced holdings by $35.9M, a strongly bullish cluster. This follows BNY's Q2 earnings beat on July 15 (EPS $2.45 vs consensus $2.22, revenue +13% YoY) and a raised 2026 outlook, suggesting the institutional buying was thesis-driven by the improving fundamentals. The cluster is dominated by active asset managers, with notable adds from New York State Common Retirement Fund (+$58.5M), Pictet Asset Management (+$38.5M), and TD Waterhouse Canada (+$53.6M), while selling was scattered and small in comparison.
Key Financial Metrics
Institutional Positions
Net institutional flow: $222.9M
▲ Buyers (11)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| New York State Common Retirement Fund | ADD | +68.4% | $114.1M | $58.5M |
| Pictet Asset Management Holding | ADD | +29.7% | $104.5M | $38.5M |
| Td Waterhouse Canada | DOUBLED | +106.7% | $89.3M | $53.6M |
| Walleye Trading | DOUBLED | +138.7% | $57.2M | $37.6M |
| Cibc Asset Management | ADD | +84.3% | $48.9M | $27.1M |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Strs Ohio | TRIM | -59.1% | $36.5M | -$18.3M |
| Wealth Enhancement Advisory Services | TRIM | -50.1% | $26.9M | -$10.4M |
| Matrix | TRIM | -28.5% | $29.0M | -$3.7M |
Key Facts
- 11 institutional buyers added $258.8M in net new positions during Q2 2026
- 5 sellers reduced holdings by $35.9M, a 7:1 buying-to-selling dollar ratio
- Largest buyers: New York State Common Retirement Fund (+$58.5M), TD Waterhouse Canada (+$53.6M), Pictet Asset Management (+$38.5M)
- Q2 2026 earnings beat (EPS $2.45 vs $2.22 consensus, revenue $5.698B vs $5.41B) and raised 2026 guidance preceded the cluster
- No insider open-market buying corroborates the institutional signal (confluence score 24/100, divergent)
Financial Impact
11 institutions accumulated $480.5M in BNY positions, a net increase of $258.8M, while 5 sellers reduced by $35.9M, net institutional inflow of ~$222.9M
Risk Factors
- 13F data has a 45-day reporting lag, positions may have been unwound since June 30
- No insider buying corroboration weakens the conviction signal
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BNY-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 144 | $147.18 | awaiting T+20 | awaiting T+20 | No price |
Oct 26, 2026 1d ago | Institutional Cluster | $147.18 | awaiting T+20 | awaiting T+20 | No price |
Oct 21, 2026 7d ago | Court Ruling | $145.32 | awaiting T+20 | awaiting T+20 | No price |
Oct 16, 2026 11d ago | 8-K/A | $142.44 | awaiting T+20 | awaiting T+20 | No price |
Oct 15, 2026 13d ago | Press Release | $142.09 | awaiting T+20 | awaiting T+20 | No price |
Oct 15, 2026 13d ago | Press Release | $142.09 | awaiting T+20 | awaiting T+20 | No price |
Oct 15, 2026 13d ago | 8-K | $142.09 | awaiting T+20 | awaiting T+20 | No price |
Aug 20, 2026 9w ago | 8-K | $157.24 $153.79 | ▼ −2.19% | ▼ −2.07% | No price |
Aug 6, 2026 11w ago | 13F-HR | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | No price |
Aug 6, 2026 11w ago | Institutional Cluster | $158.82 $164.33 | ▲ +3.47% | ▲ +2.87% | No price |
US Market Status
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