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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| 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 |
| Laurel Wealth Advisors LLC | 1,723 | $89.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,692 | $88.0K | 0.01% | +1,181+231.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,673 | $86.0K | 0.01% | +1,673 | New |
| Bay Harbor Wealth Management, LLC | 1,613 | $84.0K | 0.04% | −1−0.1% | Reduced |
| Johnson Financial Group, Inc. | 1,534 | $80.0K | 0.01% | −80−5.0% | Reduced |
| 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 |
| TD Private Client Wealth LLC | 1,441 | $74.7K | 0.00% | +34+2.4% | Added |
| FAI Wealth Management | 1,428 | $74.0K | 0.06% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,401 | $73.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,313 | $68.0K | 0.01% | −11,655−89.9% | Reduced |
| Gables Capital Management Inc. | 1,300 | $67.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 1,225 | $64.0K | 0.01% | +26+2.2% | Added |
| Pacific Center for Financial Services | 1,221 | $63.0K | 0.03% | 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 |
| CoreFirst Bank & Trust | 1,170 | $61.0K | 0.04% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,154 | $60.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Stonebridge Capital Advisors LLC | 1,016 | $53.0K | 0.01% | +101+11.0% | Added |
| 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 |
| Piscataqua Savings Bank | 979 | $51.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 963 | $50.0K | 0.01% | +163+20.4% | Added |
| USA Financial Portformulas Corp | 953 | $49.0K | 0.04% | −100−9.5% | Reduced |
| Truehand, Inc | 943 | $49.0K | 0.03% | 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 |
| Cranbrook Wealth Management, LLC | 901 | $47.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 860 | $45.0K | 0.00% | −54−5.9% | 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 |
| 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 |
| Bedel Financial Consulting, Inc. | 801 | $42.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 800 | $41.0K | 0.02% | −300−27.3% | Reduced |
| Silvant Capital Management LLC | 774 | $40.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 771 | $39.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $38.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 715 | $37.0K | 0.00% | +4+0.6% | Added |
| West Paces Advisors Inc. | 707 | $36.7K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 703 | $36.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 690 | $36.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 700 | $36.0K | 0.01% | +700 | New |
| Harvest Fund Management Co., Ltd | 678 | $35.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 663 | $34.0K | 0.00% | −1,562−70.2% | Reduced |
| Sandy Spring Bank | 651 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 617 | $32.0K | 0.00% | −19,298−96.9% | Reduced |
| Oakworth Capital, Inc. | 610 | $32.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 624 | $32.0K | 0.00% | +130+26.3% | Added |
| Gradient Investments LLC | 592 | $31.0K | 0.00% | +3+0.5% | Added |
| Evoke Wealth, LLC | 594 | $30.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 588 | $30.0K | 0.01% | +588 | New |
| Zions Bancorporation, N.A. | 556 | $29.0K | 0.00% | +38+7.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $28.5K | 0.03% | +550 | New |
| Lindbrook Capital, LLC | 540 | $28.0K | 0.01% | +54+11.1% | Added |
| Aua Capital Management, LLC | 524 | $27.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 516 | $27.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 520 | $27.0K | 0.01% | +520 | New |
| HHM Wealth Advisors, LLC | 500 | $26.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 457 | $24.0K | 0.00% | −963−67.8% | Reduced |
| Reilly Financial Advisors, LLC | 467 | $24.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 464 | $24.0K | 0.00% | +80+20.8% | Added |
| Archer Investment Corp | 436 | $22.6K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 427 | $22.1K | 0.00% | +427 | New |
| Sonora Investment Management, LLC | 400 | $21.0K | 0.00% | −78−16.3% | Reduced |
| PrairieView Partners, LLC | 401 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 400 | $21.0K | 0.01% | +400 | New |
| Jones Financial Companies LLLP | 386 | $20.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 381 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 377 | $20.0K | 0.00% | +377 | New |
| Tarbox Family Office, Inc. | 365 | $19.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 369 | $19.0K | 0.01% | +2+0.5% | Added |
| Atlas Capital Advisors LLC | 361 | $18.7K | 0.00% | +111+44.4% | Added |
| Gemmer Asset Management LLC | 354 | $18.0K | 0.00% | −43−10.8% | Reduced |
| Asset Dedication, LLC | 339 | $18.0K | 0.00% | +1+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 356 | $18.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 337 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 314 | $16.0K | 0.01% | −15−4.6% | Reduced |
| Brown Brothers Harriman & Co | 309 | $16.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 316 | $16.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 299 | $16.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 308 | $16.0K | 0.01% | +2+0.7% | Added |
| SRS Capital Advisors, Inc. | 311 | $16.0K | 0.00% | +311 | New |
| Versant Capital Management, Inc | 298 | $15.0K | 0.01% | 00.0% | Unchanged |