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, Q3 2021
Institutional positions in Bank of New York Mellon Corp as of Sep 30, 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
- 1,054
- −15 vs. Q2 2021
- Shares held
- 699.8M
- −19.8M (−2.8%) vs. Q2 2021
- Total value
- $36.3B
- −$566.3M (−1.5%) vs. Q2 2021
- New holders
- 71
- 360 more added
- Sold out
- 86
- 397 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 707 | $36.7K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 715 | $37.0K | 0.00% | +4+0.6% | Added |
| Caldwell Trust Co | 741 | $38.4K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 771 | $39.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $40.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 800 | $41.0K | 0.02% | −300−27.3% | Reduced |
| Bedel Financial Consulting, Inc. | 801 | $42.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 832 | $43.0K | 0.01% | −50−5.7% | Reduced |
| Edge Wealth Management LLC | 836 | $43.0K | 0.01% | +6+0.7% | Added |
| Wolff Wiese Magana LLC | 827 | $43.0K | 0.03% | −21−2.5% | Reduced |
| Exchange Traded Concepts, LLC | 852 | $44.0K | 0.00% | −4,073−82.7% | Reduced |
| Lloyd Advisory Services, LLC. | 843 | $44.0K | 0.02% | −60−6.6% | Reduced |
| Assetmark, Inc | 860 | $45.0K | 0.00% | −54−5.9% | Reduced |
| Cranbrook Wealth Management, LLC | 901 | $47.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 810 | $48.0K | 0.02% | −110−12.0% | Reduced |
| SOA Wealth Advisors, LLC. | 932 | $48.0K | 0.01% | +468+100.9% | Added |
| USA Financial Portformulas Corp | 953 | $49.0K | 0.04% | −100−9.5% | Reduced |
| Truehand, Inc | 943 | $49.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 963 | $50.0K | 0.01% | +163+20.4% | Added |
| Piscataqua Savings Bank | 979 | $51.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,000 | $52.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,016 | $53.0K | 0.01% | +101+11.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,039 | $54.0K | 0.00% | −19,723−95.0% | Reduced |
| Pflug Koory, LLC | 1,050 | $54.0K | 0.03% | −450−30.0% | Reduced |
| Atwood & Palmer Inc | 1,055 | $55.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,057 | $55.0K | 0.01% | +6+0.6% | Added |
| Strategic Asset Management, LLC | 1,012 | $55.0K | 0.08% | +1,012 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $57.0K | 0.00% | −142−11.4% | Reduced |
| AllSquare Wealth Management LLC | 1,106 | $57.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,090 | $57.0K | 0.04% | +376+52.7% | Added |
| Capital Advisors, Ltd. LLC | 1,019 | $57.0K | 0.01% | +845+485.6% | Added |
| Charter Oak Capital Management, LLC | 1,154 | $60.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,170 | $61.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,203 | $62.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 1,200 | $62.0K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $63.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,225 | $64.0K | 0.01% | +26+2.2% | Added |
| Glassman Wealth Services | 1,259 | $65.0K | 0.01% | −20−1.6% | Reduced |
| Sargent Bickham Lagudis LLC | 1,250 | $65.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,300 | $67.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,313 | $68.0K | 0.01% | −11,655−89.9% | Reduced |
| Prentice Wealth Management LLC | 1,401 | $73.0K | 0.04% | 00.0% | Unchanged |
| FAI Wealth Management | 1,428 | $74.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,441 | $74.7K | 0.00% | +34+2.4% | Added |
| Liberty Wealth Management LLC | 1,529 | $79.0K | 0.03% | −4,071−72.7% | Reduced |
| JJJ Advisors Inc. | 1,519 | $79.0K | 0.03% | +238+18.6% | Added |
| Johnson Financial Group, Inc. | 1,534 | $80.0K | 0.01% | −80−5.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,613 | $84.0K | 0.04% | −1−0.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,673 | $86.0K | 0.01% | +1,673 | New |
| Institutional & Family Asset Management, LLC | 1,692 | $88.0K | 0.01% | +1,181+231.1% | Added |
| Laurel Wealth Advisors LLC | 1,723 | $89.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,732 | $90.0K | 0.04% | −125−6.7% | Reduced |
| PEAK6 Investments LLC | 1,729 | $90.0K | 0.00% | +1,729 | New |
| Prestige Wealth Management Group LLC | 1,861 | $96.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,846 | $96.0K | 0.04% | +101+5.8% | Added |
| Hanson & Doremus Investment Management | 1,877 | $97.0K | 0.02% | +8+0.4% | Added |
| Montag A & Associates Inc | 1,916 | $99.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,888 | $99.9K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,009 | $104.0K | 0.01% | −498−19.9% | Reduced |
| MCF Advisors LLC | 2,009 | $104.0K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $104.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $105.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 2,133 | $111.0K | 0.04% | +783+58.0% | Added |
| Rockbridge Investment Management, LCC | 2,155 | $112.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,181 | $113.0K | 0.01% | +23+1.1% | Added |
| Glen Eagle Advisors, LLC | 2,200 | $114.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,213 | $115.0K | 0.05% | −465−17.4% | Reduced |
| Parkside Financial Bank & Trust | 2,218 | $115.0K | 0.03% | +21+1.0% | Added |
| TD Capital Management LLC | 2,303 | $119.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,348 | $122.0K | 0.01% | −787−25.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,354 | $122.0K | 0.03% | +354+17.7% | Added |
| Ancora Advisors, LLC | 2,450 | $127.0K | 0.00% | −700−22.2% | Reduced |
| Investors Research Corp | 2,629 | $136.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,739 | $142.0K | 0.03% | +655+31.4% | Added |
| CKW Financial Group | 2,700 | $143.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,905 | $150.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,909 | $150.0K | 0.00% | +287+10.9% | Added |
| Community Bank, N.A. | 2,917 | $151.0K | 0.02% | −47−1.6% | Reduced |
| North Star Investment Management Corp. | 2,940 | $152.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,053 | $158.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 3,125 | $162.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,204 | $166.0K | 0.01% | −97−2.9% | Reduced |
| Brewin Dolphin Ltd | 3,276 | $169.8K | 0.01% | +494+17.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,400 | $176.3K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 3,522 | $182.0K | 0.05% | +20+0.6% | Added |
| Optimum Investment Advisors | 3,534 | $183.0K | 0.08% | +134+3.9% | Added |
| IFP Advisors, Inc | 3,519 | $183.0K | 0.00% | +1,318+59.9% | Added |
| JFS Wealth Advisors, LLC | 3,573 | $185.0K | 0.02% | +5+0.1% | Added |
| Centaurus Financial, Inc. | 3,579 | $186.0K | 0.02% | −250−6.5% | Reduced |
| Norway Savings Bank | 3,722 | $193.0K | 0.09% | −50−1.3% | Reduced |
| CX Institutional | 3,779 | $196.0K | 0.02% | +207+5.8% | Added |
| First Bank & Trust | 3,839 | $199.0K | 0.09% | −56−1.4% | Reduced |
| Covenant Multifamily Offices, LLC | 3,676 | $200.0K | 0.04% | +3,676 | New |
| Addison Capital Co | 3,901 | $202.0K | 0.09% | +3,901 | New |
| Rede Wealth, LLC | 3,929 | $204.0K | 0.11% | −794−16.8% | Reduced |
| Modera Wealth Management, LLC | 3,940 | $204.0K | 0.01% | −488−11.0% | Reduced |
| Hallmark Capital Management Inc | 3,927 | $204.0K | 0.02% | −301−7.1% | Reduced |
| Hall Laurie J Trustee | 3,970 | $205.0K | 0.08% | 00.0% | Unchanged |
| Rbo & Co LLC | 4,000 | $207.0K | 0.04% | 00.0% | Unchanged |