BKGI Institutional Ownership & Shareholders
BNY MELLON GLBL INFRA INC (BKGI) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $922.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BKGI tracked by InsiderSet, reporting ownership valued at approximately $287.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $271.47M, representing an estimated loss of -5.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed BKGI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in BNY MELLON GLBL INFRA INC (BKGI).
This page ranks the largest institutional BKGI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
116
Total Reported Value
$922.70M
Largest Holder
Morgan Stanley
Largest Position
$287.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 6,402,544 | $287,922,472 | $271,467,866 | -$16,454,606 | -5.71% | |
| Lpl Financial Llc | 0.02% | 1,720,010 | $77,348,828 | $72,928,424 | -$4,420,404 | -5.71% | |
| Royal Bank Of Canada | 0.01% | 1,391,817 | $62,589,000 | $59,013,041 | -$3,575,959 | -5.71% | |
| Captrust Financial Advisors | 0.06% | 882,053 | $39,665,912 | $37,399,047 | -$2,266,865 | -5.71% | |
| Raymond James Financial Inc | 0.01% | 856,383 | $38,511,539 | $36,310,639 | -$2,200,900 | -5.71% | |
| Avior Wealth Management, Llc | 0.91% | 824,277 | $34,561,941 | $34,949,345 | +$387,404 | +1.12% | |
| Sovereign Investment Advisors, Llc | 5.88% | 696,182 | $31,307,305 | $29,518,117 | -$1,789,188 | -5.71% | |
| Bank Of America Corp | 0.00% | 595,159 | $26,764,316 | $25,234,742 | -$1,529,574 | -5.71% | |
| Bank Of New York Mellon Corp | 0.00% | 514,690 | $23,145,596 | $21,822,856 | -$1,322,740 | -5.71% | |
| Modern Wealth Management, Llc | 0.25% | 466,169 | $20,963,616 | $19,765,566 | -$1,198,050 | -5.71% | |
| Cwm, Llc | 0.05% | 436,027 | $19,420,652 | $18,487,545 | -$933,107 | -4.80% | |
| Legacy Cg, Llc | 4.76% | 450,607 | $18,893,952 | $19,105,737 | +$211,785 | +1.12% | |
| Stratos Wealth Partners, Ltd. | 0.16% | 358,615 | $16,126,945 | $15,205,276 | -$921,669 | -5.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 310,476 | $13,018,272 | $13,164,182 | +$145,910 | +1.12% | |
| Capital Investment Counsel, Llc | 1.56% | 298,744 | $12,526,336 | $12,666,746 | +$140,410 | +1.12% | |
| Nottingham Advisors, Inc. | 1.50% | 295,651 | $12,224,036 | $12,535,602 | +$311,566 | +2.55% | |
| Twin Focus Capital Partners, Llc | 1.16% | 252,819 | $11,369,270 | $10,719,526 | -$649,744 | -5.71% | |
| Mml Investors Services, Llc | 0.02% | 224,112 | $10,078,322 | $9,502,349 | -$575,973 | -5.71% | |
| Private Advisor Group, Llc | 0.04% | 215,355 | $9,684,508 | $9,131,052 | -$553,456 | -5.71% | |
| Cetera Investment Advisers | 0.01% | 173,809 | $7,816,169 | $7,369,502 | -$446,667 | -5.71% | |
| Meridian Wealth Management, Llc | 0.23% | 168,392 | $7,572,588 | $7,139,821 | -$432,767 | -5.71% | |
| Jane Street Group, Llc | 0.00% | 165,222 | $7,430,033 | $7,005,413 | -$424,620 | -5.71% | |
| Dynamic Advisor Solutions Llc | 0.21% | 174,738 | $7,326,777 | $7,408,891 | +$82,114 | +1.12% | |
| Riversedge Advisors, Llc | 0.75% | 144,641 | $6,064,797 | $6,132,778 | +$67,981 | +1.12% | |
| Waterloo Capital, L.P. | 0.32% | 127,511 | $5,734,185 | $5,406,466 | -$327,719 | -5.72% | |
| Courier Capital Llc | 0.28% | 136,598 | $5,727,572 | $5,791,755 | +$64,183 | +1.12% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 124,354 | $5,592,209 | $5,272,610 | -$319,599 | -5.72% | |
| Osaic Holdings, Inc. | 0.01% | 118,664 | $5,336,244 | $5,031,354 | -$304,890 | -5.71% | |
| Focus Partners Wealth | 0.01% | 110,006 | $4,946,970 | $4,664,254 | -$282,716 | -5.71% | |
| Proficio Capital Partners Llc | 0.17% | 105,690 | $4,752,879 | $4,481,256 | -$271,623 | -5.71% | |
| Envestnet Asset Management Inc | 0.00% | 94,851 | $4,265,467 | $4,021,682 | -$243,785 | -5.72% | |
| Kensington Asset Management, Llc | 0.23% | 94,680 | $4,257,759 | $4,014,432 | -$243,327 | -5.71% | |
| S&A Financial Services, Inc. | 2.37% | 86,420 | $3,886,294 | $3,664,208 | -$222,086 | -5.71% | |
| Community Bank, N.A. | 0.39% | 79,835 | $3,590,162 | $3,385,004 | -$205,158 | -5.71% | |
| Trilogy Capital Inc. | 0.13% | 79,210 | $3,321,260 | $3,358,504 | +$37,244 | +1.12% | |
| Iht Wealth Management, Llc | 0.07% | 73,596 | $3,309,611 | $3,120,470 | -$189,141 | -5.71% | |
| Fifth Third Bancorp | 0.01% | 70,337 | $3,163,055 | $2,982,289 | -$180,766 | -5.71% | |
| Flow Traders U.S. Llc | 0.13% | 68,523 | $3,081,000 | $2,905,375 | -$175,625 | -5.70% | |
| Brookwood Investment Group Llc | 0.36% | 68,041 | $3,059,804 | $2,884,938 | -$174,866 | -5.71% | |
| Integrated Wealth Concepts Llc | 0.02% | 67,015 | $3,013,655 | $2,841,436 | -$172,219 | -5.71% | |
| Aureum Wealth Management, Llc | 1.81% | 69,654 | $2,920,573 | $2,953,330 | +$32,757 | +1.12% | |
| Western Wealth Management, Llc | 0.09% | 59,985 | $2,697,523 | $2,543,364 | -$154,159 | -5.71% | |
| Orion Porfolio Solutions, Llc | 0.02% | 57,145 | $2,569,809 | $2,422,948 | -$146,861 | -5.71% | |
| &Partners | 0.01% | 50,988 | $2,292,930 | $2,161,891 | -$131,039 | -5.71% | |
| Gotham Asset Management, Llc | 0.00% | 46,505 | $2,091,330 | $1,971,812 | -$119,518 | -5.71% | |
| Gts Securities Llc | 0.04% | 39,122 | $1,759,316 | $1,658,773 | -$100,543 | -5.71% | |
| Base Wealth Management Llc | 0.77% | 41,154 | $1,725,572 | $1,744,930 | +$19,358 | +1.12% | |
| Highpoint Advisor Group Llc | 0.06% | 35,449 | $1,594,131 | $1,503,038 | -$91,093 | -5.71% | |
| Kestra Advisory Services, Llc | 0.00% | 36,563 | $1,533,089 | $1,550,271 | +$17,182 | +1.12% | |
| Newedge Advisors, Llc | 0.00% | 32,892 | $1,479,169 | $1,394,621 | -$84,548 | -5.72% |
Frequently asked questions about BKGI
Who are the largest institutional holders of BKGI?
The largest institutional holders of BKGI reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Royal Bank Of Canada, Captrust Financial Advisors, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported BKGI position.
What is BKGI institutional ownership?
This page tracks BKGI positions reported by institutional investment managers through SEC Form 13F. BNY MELLON GLBL INFRA INC (BKGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BKGI?
InsiderSet currently tracks 116 institutional managers reporting BKGI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BKGI shareholders.
How much BKGI stock do institutions own?
Institutional investment managers disclosed approximately $922.70M in BKGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BKGI institutional ownership last updated?
The latest BKGI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BKGI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BKGI position after the reporting date.
Are institutions buying or selling BKGI?
Institutional buying and selling can be analyzed by comparing BKGI positions across consecutive 13F reporting periods. InsiderSet's BKGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BKGI ownership changes.
How has BKGI institutional ownership changed over time?
InsiderSet tracks BKGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.