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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 19,693 | $1.02M | 0.02% | −1,058−5.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 19,693 | $1.02M | 0.02% | −1,058−5.1% | Reduced |
| Panagora Asset Management Inc | 19,637 | $1.02M | 0.01% | −361−1.8% | Reduced |
| Compagnie Lombard Odier SCmA | 19,393 | $1.00M | 0.02% | −20,000−50.8% | Reduced |
| Wetherby Asset Management Inc | 19,318 | $1.00M | 0.06% | −207−1.1% | Reduced |
| Bristol John W & Co Inc | 18,887 | $979.0K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $978.0K | 0.19% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 18,754 | $972.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 18,356 | $952.0K | 0.09% | +4,455+32.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 18,215 | $944.0K | 0.11% | −30−0.2% | Reduced |
| 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 |
| Strategic Investment Advisors | 18,000 | $933.0K | 0.20% | +1,036+6.1% | Added |
| Schulhoff & Co Inc | 17,863 | $926.0K | 0.42% | +30.0% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $923.0K | 0.07% | −1,525−7.9% | Reduced |
| American Research & Management Co. | 17,635 | $914.0K | 0.21% | −500−2.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 17,419 | $903.0K | 0.41% | +31+0.2% | Added |
| WealthTrust Axiom LLC | 17,240 | $893.0K | 0.30% | +101+0.6% | Added |
| Pitcairn Co | 17,182 | $890.0K | 0.06% | −147−0.8% | Reduced |
| Cresset Asset Management, LLC | 17,162 | $889.0K | 0.01% | +10,142+144.5% | Added |
| IFG Advisory, LLC | 17,141 | $888.0K | 0.10% | −93−0.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 17,108 | $887.0K | 0.10% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 17,093 | $886.0K | 0.29% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 17,010 | $882.0K | 0.03% | +3,110+22.4% | Added |
| JB Capital LLC | 16,951 | $879.0K | 0.11% | +16,951 | New |
| FDx Advisors, Inc. | 16,824 | $872.0K | 0.03% | −522−3.0% | Reduced |
| 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 |
| Van Eck Associates Corp | 16,609 | $861.0K | 0.00% | +1,290+8.4% | Added |
| Fulton Bank, N.A. | 16,579 | $859.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Leisure Capital Management | 16,324 | $846.0K | 0.46% | +574+3.6% | Added |
| Laffer Tengler Investments | 16,308 | $845.4K | 0.24% | +2,157+15.2% | Added |
| Cullen/Frost Bankers, Inc. | 16,307 | $845.0K | 0.02% | −873−5.1% | Reduced |
| CSS LLC | 16,241 | $842.0K | 0.04% | +4,500+38.3% | Added |
| Advisory Services Network, LLC | 16,078 | $833.0K | 0.03% | +704+4.6% | Added |
| Greenleaf Trust | 16,052 | $832.0K | 0.01% | +450+2.9% | Added |
| Beck Mack & Oliver LLC | 16,013 | $830.0K | 0.02% | 00.0% | Unchanged |
| Seeyond | 15,867 | $822.0K | 0.08% | −161−1.0% | Reduced |
| HighPoint Advisor Group LLC | 15,703 | $814.0K | 0.08% | +949+6.4% | Added |
| M&R Capital Management Inc | 15,694 | $813.0K | 0.18% | +200+1.3% | Added |
| Semmax Financial Advisors Inc. | 15,612 | $809.0K | 0.28% | −1,885−10.8% | Reduced |
| Oppenheimer Asset Management Inc. | 15,273 | $792.0K | 0.01% | −1,652−9.8% | Reduced |
| Valeo Financial Advisors, LLC | 15,236 | $790.0K | 0.05% | +275+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,176 | $787.0K | 0.03% | −3,125−17.1% | Reduced |
| Arden Trust Co | 15,146 | $786.0K | 0.13% | +16+0.1% | Added |
| McRae Capital Management Inc | 15,135 | $785.0K | 0.17% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 15,060 | $781.0K | 0.55% | −505−3.2% | Reduced |
| 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 |
| Kore Private Wealth LLC | 14,984 | $777.0K | 0.08% | +1,440+10.6% | Added |
| Veriti Management LLC | 14,869 | $771.0K | 0.11% | +5,049+51.4% | Added |
| Boston Family Office LLC | 14,845 | $770.0K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 14,843 | $769.0K | 0.00% | −1,220−7.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,814 | $768.0K | 0.05% | +704+5.0% | Added |
| Van Hulzen Asset Management, LLC | 14,802 | $767.0K | 0.11% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 14,755 | $765.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,664 | $760.0K | 0.02% | −103−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 14,637 | $759.0K | 0.00% | −1,736−10.6% | Reduced |
| Farmers National Bank | 17,610 | $747.4K | 0.30% | −3,736−17.5% | Reduced |
| Hobart Private Capital, LLC | 14,324 | $742.6K | 0.29% | −638−4.3% | Reduced |
| Courier Capital LLC | 14,156 | $734.0K | 0.07% | −3,248−18.7% | Reduced |
| Mission Wealth Management, LP | 14,142 | $733.0K | 0.04% | −221−1.5% | Reduced |
| First Foundation Advisors | 14,043 | $728.0K | 0.03% | +120+0.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 14,000 | $726.0K | 0.09% | −2,000−12.5% | Reduced |
| Joel Isaacson & Co., LLC | 13,901 | $721.0K | 0.05% | 00.0% | Unchanged |
| Sicart Associates LLC | 13,785 | $715.0K | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 13,597 | $705.0K | 0.09% | +1,158+9.3% | Added |
| Ascent Wealth Partners, LLC | 13,407 | $697.0K | 0.13% | +3,402+34.0% | Added |
| Hilltop Holdings Inc. | 13,339 | $692.0K | 0.08% | +1,878+16.4% | Added |
| Lincoln National Corp | 13,039 | $676.0K | 0.01% | −62−0.5% | Reduced |
| Pensionfund DSM Netherlands | 13,000 | $674.0K | 0.09% | +13,000 | New |
| First Horizon Advisors, Inc. | 13,000 | $672.0K | 0.02% | +5,335+69.6% | Added |
| Symmetry Partners, LLC | 12,317 | $670.0K | 0.04% | −1,579−11.4% | Reduced |
| Fruth Investment Management | 12,900 | $668.0K | 0.21% | −400−3.0% | Reduced |
| Outlook Wealth Advisors, LLC | 12,848 | $666.0K | 0.22% | +226+1.8% | Added |
| Private Trust Co NA | 12,820 | $665.0K | 0.10% | +7,803+155.5% | Added |
| Avantax Advisory Services, Inc. | 12,774 | $662.0K | 0.01% | −779−5.7% | Reduced |
| Essex Financial Services, Inc. | 12,739 | $660.0K | 0.08% | +3,326+35.3% | Added |
| Hutchinson Capital Management | 12,692 | $658.0K | 0.16% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12,570 | $652.0K | 0.02% | −12,441−49.7% | Reduced |
| Synovus Financial Corp | 12,392 | $643.0K | 0.01% | +20.0% | Added |
| Trust Co of Vermont | 12,310 | $638.0K | 0.05% | −60.0% | Reduced |
| Vestcor Inc | 12,279 | $637.0K | 0.02% | −19,313−61.1% | Reduced |
| First PREMIER Bank | 12,279 | $637.0K | 0.18% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 12,100 | $627.0K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,066 | $626.0K | 0.01% | −181−1.5% | Reduced |
| Altium Wealth Management LLC | 12,033 | $624.0K | 0.04% | −101−0.8% | Reduced |
| Waterfront Wealth Inc. | 11,953 | $620.0K | 0.30% | +11+0.1% | Added |
| Almanack Investment Partners, LLC. | 11,655 | $604.0K | 0.05% | −61−0.5% | Reduced |
| NBT Bank N A | 11,654 | $604.0K | 0.08% | +79+0.7% | Added |
| Marathon Capital Management | 11,602 | $602.0K | 0.14% | +2,402+26.1% | Added |
| BBVA USA | 11,555 | $599.0K | 0.04% | −1,489−11.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 11,500 | $596.0K | 0.14% | +11,500 | New |
| Bahl & Gaynor Inc | 11,312 | $586.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 11,262 | $584.0K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,213 | $582.0K | 0.02% | −250−2.2% | Reduced |