Skip to main content

Bank of New York Mellon Corp

BNY
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0001390777

In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.

Other share classesBNY.PK

13F holders, Q1 2021

Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,059
No complete 13F data for Q4 2020
Shares held
728.8M
No complete 13F data for Q4 2020
Total value
$34.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 1,059 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ1 2021: $34.5B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BNY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd4$00.00%––
Simplex Trading, LLC12,154$00.00%––
Stuart Chaussee & Associates, Inc.25$1.00K0.00%––
BerganKDV Wealth Management, LLC22$1.00K0.00%––
Centerpoint Advisors, LLC28$1.00K0.00%––
Global Wealth Management Investment Advisory, Inc.15$1.00K0.00%––
Kelly Financial Services LLC32$1.51K0.00%––
Duncker Streett & Co Inc44$2.00K0.00%––
Barnett & Company, Inc.41$2.00K0.00%––
Standard Family Office LLC46$2.00K0.00%––
Hexagon Capital Partners LLC49$2.00K0.00%––
Bellevue Asset Management, LLC71$3.00K0.00%––
Filbrandt Wealth Management, LLC68$3.00K0.00%––
Essex Investment Management Co LLC84$4.00K0.00%––
Regal Wealth Group, Inc.89$4.00K0.00%––
Meridian Wealth Partners, LLC91$4.00K0.00%––
San Francisco Sentry Investment Group (Ca)102$5.00K0.00%––
MCF Advisors LLC96$5.00K0.00%––
Mascoma Wealth Management LLC100$5.00K0.00%––
CNB Bank96$5.00K0.00%––
Ellis Investment Partners, LLC100$5.00K0.00%––
Carolina Wealth Advisors, LLC97$5.00K0.00%––
Key Financial Inc100$5.00K0.00%––
Better Money Decisions, LLC113$5.00K0.01%––
Atlas Private Wealth Advisors124$6.00K0.00%––
KB Financial Partners, LLC122$6.00K0.00%––
Wealthcare Capital Management LLC157$7.00K0.00%––
Independence Bank of Kentucky150$7.00K0.00%––
Graves-Light Private Wealth Management, Inc.143$7.00K0.00%––
Princeton Global Asset Management LLC151$7.00K0.00%––
Raffa Wealth Management, LLC168$7.95K0.00%––
Capital Advisors, Ltd. LLC174$8.00K0.00%––
Tortoise Investment Management, LLC175$8.00K0.00%––
Evolution Wealth Advisors, LLC160$8.00K0.00%––
Resolute Partners Group169$8.00K0.00%––
HC Financial Advisors Inc200$9.00K0.01%––
Lee Financial Co200$9.00K0.00%––
Tradewinds Capital Management, LLC188$9.00K0.00%––
Pinnacle Bancorp, Inc.187$9.00K0.00%––
Vectors Research Management, LLC200$9.00K0.00%––
Sound Income Strategies, LLC200$9.46K0.00%––
Tucker Asset Management LLC200$9.46K0.00%––
Salem Investment Counselors Inc210$10.0K0.00%––
Loomis Sayles & Co L P224$11.0K0.00%––
MV Capital Management, Inc.228$11.0K0.00%––
Institutional & Family Asset Management, LLC237$11.0K0.00%––
Bogart Wealth, LLC231$11.0K0.00%––
Atlas Capital Advisors LLC250$11.8K0.00%––
Baron Financial Group, LLC258$12.2K0.01%––
Perennial Advisors, LLC278$13.0K0.00%––
Earnest Partners LLC299$14.0K0.00%––
Column Capital Advisors, LLC300$14.0K0.00%––
Versant Capital Management, Inc298$14.0K0.01%––
HBC Financial Services, PLLC304$14.6K0.01%––
Asset Dedication, LLC338$15.0K0.00%––
Endurance Wealth Management, Inc.316$15.0K0.00%––
Larson Financial Group LLC314$15.0K0.00%––
Security National Trust Co350$16.0K0.00%––
MPS Loria Financial Planners, LLC345$16.0K0.01%––
Cedar Mountain Advisors, LLC329$16.0K0.01%––
Enterprise Financial Services Corp349$17.0K0.00%––
Tarbox Family Office, Inc.365$17.0K0.00%––
Gemmer Asset Management LLC354$17.0K0.00%––
Sugarloaf Wealth Management, LLC356$17.0K0.01%––
Heritage Wealth Management, LLC356$17.0K0.01%––
McClarren Financial Advisors, Inc.365$17.0K0.02%––
Tompkins Financial Corp377$18.0K0.00%––
Crescent Capital Consulting, LLC381$18.0K0.00%––
Wealthcare Advisory Partners LLC388$18.0K0.00%––
ShoreHaven Wealth Partners, LLC377$18.0K0.01%––
Kelly Lawrence W & Associates Inc400$19.0K0.00%––
Arkadios Wealth Advisors418$19.0K0.00%––
PrairieView Partners, LLC420$20.0K0.00%––
Archer Investment Corp436$20.6K0.01%––
Sonora Investment Management, LLC440$21.0K0.00%––
Brown Brothers Harriman & Co471$22.0K0.00%––
CSat Investment Advisory, L.P.468$22.0K0.02%––
SOA Wealth Advisors, LLC.468$22.0K0.01%––
Lindbrook Capital, LLC486$23.0K0.01%––
HHM Wealth Advisors, LLC500$24.0K0.01%––
Aua Capital Management, LLC524$25.0K0.02%––
Harbor Investment Advisory, LLC549$26.0K0.00%––
Rock Creek Group, LP558$26.0K0.00%––
Oakworth Capital, Inc.610$29.0K0.00%––
Smith Asset Management Group LP634$30.0K0.00%––
Zions Bancorporation, N.A.637$30.0K0.00%––
Wolff Wiese Magana LLC625$30.0K0.02%––
Ameritas Investment Company, LLC641$30.3K0.00%––
Sandy Spring Bank651$31.0K0.00%––
Evoke Wealth, LLC682$32.0K0.00%––
Gradient Investments LLC694$33.0K0.00%––
Bollard Group LLC707$33.0K0.00%––
RWM Asset Management, LLC700$33.0K0.01%––
West Paces Advisors Inc.707$33.4K0.01%––
Massmutual Trust Co FSB725$34.0K0.00%––
CVA Family Office, LLC725$34.0K0.01%––
Caldwell Trust Co741$35.0K0.00%––
FourThought Financial, LLC771$36.0K0.01%––
Quantbot Technologies LP793$37.0K0.00%––
Silvant Capital Management LLC774$37.0K0.01%––