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 |
|---|---|---|---|---|---|
| Kore Private Wealth LLC | 14,984 | $777.0K | 0.08% | +1,440+10.6% | Added |
| Northern Oak Wealth Management Inc | 15,000 | $778.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 15,000 | $778.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 15,060 | $781.0K | 0.55% | −505−3.2% | Reduced |
| McRae Capital Management Inc | 15,135 | $785.0K | 0.17% | 00.0% | Unchanged |
| Arden Trust Co | 15,146 | $786.0K | 0.13% | +16+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,176 | $787.0K | 0.03% | −3,125−17.1% | Reduced |
| Valeo Financial Advisors, LLC | 15,236 | $790.0K | 0.05% | +275+1.8% | Added |
| Oppenheimer Asset Management Inc. | 15,273 | $792.0K | 0.01% | −1,652−9.8% | Reduced |
| Semmax Financial Advisors Inc. | 15,612 | $809.0K | 0.28% | −1,885−10.8% | Reduced |
| M&R Capital Management Inc | 15,694 | $813.0K | 0.18% | +200+1.3% | Added |
| HighPoint Advisor Group LLC | 15,703 | $814.0K | 0.08% | +949+6.4% | Added |
| Seeyond | 15,867 | $822.0K | 0.08% | −161−1.0% | Reduced |
| Beck Mack & Oliver LLC | 16,013 | $830.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 16,052 | $832.0K | 0.01% | +450+2.9% | Added |
| Advisory Services Network, LLC | 16,078 | $833.0K | 0.03% | +704+4.6% | Added |
| CSS LLC | 16,241 | $842.0K | 0.04% | +4,500+38.3% | Added |
| Cullen/Frost Bankers, Inc. | 16,307 | $845.0K | 0.02% | −873−5.1% | Reduced |
| Laffer Tengler Investments | 16,308 | $845.4K | 0.24% | +2,157+15.2% | Added |
| Leisure Capital Management | 16,324 | $846.0K | 0.46% | +574+3.6% | Added |
| Valmark Advisers, Inc. | 16,546 | $858.0K | 0.02% | −265−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 16,555 | $858.0K | 0.20% | −153−0.9% | Reduced |
| Fulton Bank, N.A. | 16,579 | $859.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 16,609 | $861.0K | 0.00% | +1,290+8.4% | Added |
| CAPROCK Group, Inc. | 16,728 | $867.0K | 0.08% | −273−1.6% | Reduced |
| Brookstone Capital Management | 15,684 | $867.0K | 0.02% | +2,308+17.3% | Added |
| FDx Advisors, Inc. | 16,824 | $872.0K | 0.03% | −522−3.0% | Reduced |
| JB Capital LLC | 16,951 | $879.0K | 0.11% | +16,951 | New |
| Regentatlantic Capital LLC | 17,010 | $882.0K | 0.03% | +3,110+22.4% | Added |
| Fairfield, Bush & Co. | 17,093 | $886.0K | 0.29% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 17,108 | $887.0K | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 17,141 | $888.0K | 0.10% | −93−0.5% | Reduced |
| Cresset Asset Management, LLC | 17,162 | $889.0K | 0.01% | +10,142+144.5% | Added |
| Pitcairn Co | 17,182 | $890.0K | 0.06% | −147−0.8% | Reduced |
| WealthTrust Axiom LLC | 17,240 | $893.0K | 0.30% | +101+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 17,419 | $903.0K | 0.41% | +31+0.2% | Added |
| American Research & Management Co. | 17,635 | $914.0K | 0.21% | −500−2.8% | Reduced |
| Guyasuta Investment Advisors Inc | 17,801 | $923.0K | 0.07% | −1,525−7.9% | Reduced |
| Schulhoff & Co Inc | 17,863 | $926.0K | 0.42% | +30.0% | Added |
| Strategic Investment Advisors | 18,000 | $933.0K | 0.20% | +1,036+6.1% | Added |
| SG Americas Securities, LLC | 18,134 | $940.0K | 0.01% | −191,210−91.3% | Reduced |
| Logan Capital Management Inc | 18,148 | $940.0K | 0.04% | +55+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 18,215 | $944.0K | 0.11% | −30−0.2% | Reduced |
| JustInvest LLC | 18,356 | $952.0K | 0.09% | +4,455+32.0% | Added |
| Valley National Advisers Inc | 18,432 | $956.0K | 0.17% | −123−0.7% | Reduced |
| Sunesis Advisors, LLC | 18,436 | $956.0K | 0.74% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 18,754 | $972.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $978.0K | 0.19% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $979.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 19,318 | $1.00M | 0.06% | −207−1.1% | Reduced |
| Compagnie Lombard Odier SCmA | 19,393 | $1.00M | 0.02% | −20,000−50.8% | Reduced |
| Panagora Asset Management Inc | 19,637 | $1.02M | 0.01% | −361−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,693 | $1.02M | 0.02% | −1,058−5.1% | Reduced |
| Bartlett & Co. LLC | 19,693 | $1.02M | 0.02% | −1,058−5.1% | Reduced |
| ProVise Management Group, LLC | 19,874 | $1.03M | 0.10% | +63+0.3% | Added |
| Sigma Planning Corp | 20,002 | $1.04M | 0.03% | −2,727−12.0% | Reduced |
| Richard Bernstein Advisors LLC | 20,065 | $1.04M | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 19,791 | $1.04M | 0.14% | −15−0.1% | Reduced |
| Hudson Portfolio Management LLC | 20,180 | $1.05M | 0.96% | −130−0.6% | Reduced |
| First National Trust Co | 20,422 | $1.06M | 0.06% | +1,005+5.2% | Added |
| Citizens Business Bank | 20,500 | $1.06M | 0.14% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 20,727 | $1.07M | 0.04% | +20+0.1% | Added |
| Wolverine Trading, LLC | 20,583 | $1.08M | 0.02% | +20,583 | New |
| Arjuna Capital | 20,900 | $1.08M | 0.44% | +927+4.6% | Added |
| Redpoint Investment Management Pty Ltd | 20,922 | $1.08M | 0.09% | −179−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,930 | $1.08M | 0.11% | −69−0.3% | Reduced |
| Jump Financial, LLC | 20,957 | $1.09M | 0.08% | +20,957 | New |
| Wedbush Securities Inc | 20,987 | $1.09M | 0.05% | −555−2.6% | Reduced |
| XTX Topco Ltd | 21,000 | $1.09M | 0.37% | +21,000 | New |
| Stratos Wealth Partners, LTD. | 21,238 | $1.10M | 0.03% | −487−2.2% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $1.10M | 1.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21,247 | $1.10M | 0.01% | +21,247 | New |
| Atria Investments LLC | 21,326 | $1.11M | 0.02% | +21,326 | New |
| Hudson Valley Investment Advisors Inc | 21,508 | $1.11M | 0.19% | −795−3.6% | Reduced |
| Acadian Asset Management LLC | 21,626 | $1.12M | 0.00% | +10,724+98.4% | Added |
| Johnson Investment Counsel Inc | 21,583 | $1.12M | 0.01% | −253−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 21,647 | $1.12M | 0.13% | +329+1.5% | Added |
| Citizens Financial Group Inc | 36,690 | $1.13M | 0.04% | +31,809+651.7% | Added |
| Integrated Wealth Concepts LLC | 21,906 | $1.14M | 0.04% | +16,102+277.4% | Added |
| Wesbanco Bank Inc | 22,005 | $1.14M | 0.04% | −235−1.1% | Reduced |
| Weil Company, Inc. | 22,370 | $1.16M | 0.60% | +5,883+35.7% | Added |
| Redwood Investment Management, LLC | 22,452 | $1.16M | 0.17% | +22,452 | New |
| Belpointe Asset Management LLC | 22,509 | $1.17M | 0.08% | +4,364+24.1% | Added |
| Lowe Brockenbrough & Co Inc | 22,687 | $1.18M | 0.09% | +210+0.9% | Added |
| IBM Retirement Fund | 22,785 | $1.18M | 0.09% | +75+0.3% | Added |
| Donald L. Hagan, LLC | 22,780 | $1.18M | 0.68% | +2,147+10.4% | Added |
| Agf Investments Inc. | 22,835 | $1.18M | 0.01% | +5,960+35.3% | Added |
| Optimal Asset Management, Inc. | 23,094 | $1.20M | 0.15% | +45+0.2% | Added |
| Anchor Investment Management, LLC | 23,141 | $1.20M | 0.17% | +34+0.1% | Added |
| Salem Investment Counselors Inc | 23,307 | $1.21M | 0.07% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 23,403 | $1.21M | 1.08% | +20+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 23,436 | $1.22M | 0.04% | 00.0% | Unchanged |
| CPWM, LLC | 23,441 | $1.22M | 0.11% | +70.0% | Added |
| Parsons Capital Management Inc | 23,504 | $1.22M | 0.10% | +2,185+10.2% | Added |
| Ingalls & Snyder LLC | 23,796 | $1.23M | 0.06% | −145−0.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,796 | $1.24M | 0.02% | +1,520+6.8% | Added |
| Carret Asset Management, LLC | 23,836 | $1.24M | 0.15% | −100.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,993 | $1.24M | 0.09% | +585+2.5% | Added |
| Tower Research Capital LLC (TRC) | 24,004 | $1.25M | 0.03% | +8,566+55.5% | Added |
| Cigna Investments Inc | 24,238 | $1.26M | 0.09% | −911−3.6% | Reduced |