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 |
|---|---|---|---|---|---|
| Biondo Investment Advisors, LLC | 4,000 | $207.0K | 0.04% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $207.0K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,000 | $207.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,029 | $209.0K | 0.03% | −175−4.2% | Reduced |
| Marshall Financial Group LLC | 4,027 | $209.0K | 0.11% | −40−1.0% | Reduced |
| Sanford Advisory Services, LLC | 4,037 | $209.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,048 | $210.0K | 0.02% | +4,048 | New |
| Bank of Hawaii | 4,115 | $213.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,120 | $214.0K | 0.02% | +4,120 | New |
| Paragon Capital Management Ltd | 4,128 | $214.0K | 0.04% | +4,128 | New |
| Mycio Wealth Partners, LLC | 4,156 | $215.0K | 0.08% | +4,156 | New |
| Baker Ellis Asset Management LLC | 3,890 | $216.0K | 0.04% | −2,000−34.0% | Reduced |
| Peddock Capital Advisors, LLC | 4,180 | $217.0K | 0.08% | 00.0% | Unchanged |
| Markston International LLC | 4,203 | $218.0K | 0.20% | −875−17.2% | Reduced |
| Allworth Financial LP | 4,216 | $219.0K | 0.00% | +2,480+142.9% | Added |
| Essex Savings Bank | 3,991 | $220.0K | 0.08% | −11−0.3% | Reduced |
| First Heartland Consultants, Inc. | 4,244 | $220.0K | 0.03% | +4,244 | New |
| Williams Jones Wealth Management, LLC. | 4,273 | $222.0K | 0.00% | −23−0.5% | Reduced |
| Engine No. 1 LLC | 4,273 | $222.0K | 0.06% | +4,273 | New |
| First Commonwealth Financial Corp | 4,315 | $224.0K | 0.08% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,326 | $224.0K | 0.00% | +4,326 | New |
| Independent Advisor Alliance | 4,314 | $224.0K | 0.01% | +4,314 | New |
| Welch Group, LLC | 4,336 | $225.0K | 0.02% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,366 | $226.0K | 0.06% | −324−6.9% | Reduced |
| Boenning & Scattergood, Inc. | 4,366 | $226.0K | 0.04% | −30−0.7% | Reduced |
| Boston Trust Walden Corp | 4,350 | $226.0K | 0.00% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 4,381 | $227.0K | 0.11% | −28−0.6% | Reduced |
| Nwam LLC | 4,381 | $227.0K | 0.02% | +12+0.3% | Added |
| Bridge Creek Capital Management LLC | 4,403 | $228.0K | 0.08% | −250−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,400 | $228.0K | 0.01% | −34−0.8% | Reduced |
| O'Brien Greene & Co. Inc | 4,406 | $228.0K | 0.08% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $228.0K | 0.13% | 00.0% | Unchanged |
| Haverford Trust Co | 4,398 | $228.0K | 0.00% | +252+6.1% | Added |
| Capstone Financial Advisors, Inc. | 4,435 | $230.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $232.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,473 | $232.0K | 0.00% | +208+4.9% | Added |
| Alpha Paradigm Partners, LLC | 4,472 | $232.0K | 0.09% | +1,272+39.8% | Added |
| Kistler-Tiffany Companies, LLC | 4,540 | $235.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 4,527 | $235.0K | 0.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,548 | $235.0K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,530 | $235.0K | 0.01% | +44+1.0% | Added |
| Bailard, Inc. | 4,555 | $236.0K | 0.01% | 00.0% | Unchanged |
| Windsor Group LTD | 4,457 | $236.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,581 | $237.0K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,590 | $238.0K | 0.02% | +454+11.0% | Added |
| New England Research & Management, Inc. | 4,620 | $240.0K | 0.13% | −50−1.1% | Reduced |
| Washington Trust Co | 4,637 | $240.0K | 0.01% | +25+0.5% | Added |
| Wade G W & Inc | 4,628 | $240.0K | 0.01% | +165+3.7% | Added |
| Well Done, LLC | 4,649 | $241.0K | 0.05% | +323+7.5% | Added |
| Genesee Capital Advisors, LLC | 4,666 | $242.0K | 0.12% | +4,666 | New |
| ExodusPoint Capital Management, LP | 4,690 | $243.0K | 0.00% | −72,864−94.0% | Reduced |
| RKL Wealth Management LLC | 4,735 | $245.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,717 | $245.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,162 | $246.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,764 | $247.0K | 0.01% | −36,032−88.3% | Reduced |
| Personal Capital Advisors Corp | 4,759 | $247.0K | 0.00% | +41+0.9% | Added |
| McIlrath & Eck, LLC | 4,820 | $250.0K | 0.07% | +47+1.0% | Added |
| Berman Capital Advisors, LLC | 4,827 | $250.0K | 0.04% | +1,697+54.2% | Added |
| Ironwood Investment Management LLC | 4,847 | $251.0K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,850 | $251.0K | 0.14% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,885 | $253.0K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,880 | $253.0K | 0.01% | +69+1.4% | Added |
| Kovack Advisors, Inc. | 4,904 | $254.0K | 0.03% | −210−4.1% | Reduced |
| Harbour Investments, Inc. | 4,954 | $257.0K | 0.01% | −79−1.6% | Reduced |
| West Family Investments, Inc. | 4,977 | $258.0K | 0.07% | +332+7.1% | Added |
| Van Strum & Towne Inc. | 5,000 | $259.0K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $259.0K | 0.04% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 4,999 | $259.0K | 0.04% | +755+17.8% | Added |
| SG3 Management, LLC | 5,000 | $259.0K | 0.09% | +1,500+42.9% | Added |
| Focused Wealth Management, Inc | 5,069 | $263.0K | 0.04% | −199−3.8% | Reduced |
| Ellsworth Advisors, LLC | 5,091 | $264.0K | 0.12% | +55+1.1% | Added |
| Private Capital Group, LLC | 5,094 | $264.0K | 0.06% | +348+7.3% | Added |
| TCI Wealth Advisors, Inc. | 5,136 | $266.0K | 0.04% | +2,843+124.0% | Added |
| Verity Asset Management, Inc. | 5,141 | $267.0K | 0.17% | +431+9.2% | Added |
| Leavell Investment Management, Inc. | 5,153 | $267.0K | 0.02% | +921+21.8% | Added |
| Sutton Wealth Advisors Inc. | 5,160 | $267.5K | 0.10% | +7+0.1% | Added |
| Snowden Capital Advisors LLC | 5,167 | $267.8K | 0.01% | −293−5.4% | Reduced |
| Trust Co | 5,164 | $268.0K | 0.07% | −7,897−60.5% | Reduced |
| Rothschild Investment Corp | 5,167 | $268.0K | 0.02% | −300−5.5% | Reduced |
| Shelton Capital Management | 5,190 | $269.0K | 0.01% | −301−5.5% | Reduced |
| Northeast Investment Management | 5,250 | $272.0K | 0.01% | −750−12.5% | Reduced |
| Horizon Investments, LLC | 5,348 | $276.0K | 0.01% | +5,348 | New |
| Firestone Capital Management | 5,413 | $277.0K | 0.09% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,371 | $278.4K | 0.07% | +655+13.9% | Added |
| Burke & Herbert Bank & Trust Co | 5,394 | $280.0K | 0.18% | +235+4.6% | Added |
| Ritholtz Wealth Management | 5,429 | $281.0K | 0.02% | +37+0.7% | Added |
| Two Sigma Securities, LLC | 5,442 | $282.0K | 0.06% | +5,442 | New |
| LVW Advisors, LLC | 5,465 | $283.0K | 0.05% | +5,465 | New |
| Engineers Gate Manager LP | 5,463 | $283.0K | 0.02% | +5,463 | New |
| Bard Financial Services, Inc. | 5,545 | $287.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,533 | $287.0K | 0.01% | +107+2.0% | Added |
| BSW Wealth Partners | 5,568 | $289.0K | 0.08% | +5,568 | New |
| Shepherd Kaplan Krochuk, LLC | 5,587 | $290.0K | 0.11% | −2,600−31.8% | Reduced |
| Whitener Capital Management, Inc. | 6,840 | $290.0K | 0.13% | −1,040−13.2% | Reduced |
| Prio Wealth Limited Partnership | 5,610 | $291.0K | 0.01% | +37+0.7% | Added |
| Advisors Asset Management, Inc. | 5,607 | $291.0K | 0.00% | +2,485+79.6% | Added |
| First Nebraska Trust Co | 5,645 | $292.6K | 0.04% | 00.0% | Unchanged |
| Salem Capital Management Inc | 5,700 | $295.0K | 0.16% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 5,729 | $297.0K | 0.06% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,723 | $297.0K | 0.15% | +5,723 | New |