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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 4,162 | $246.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| ExodusPoint Capital Management, LP | 4,690 | $243.0K | 0.00% | −72,864−94.0% | Reduced |
| Genesee Capital Advisors, LLC | 4,666 | $242.0K | 0.12% | +4,666 | New |
| Well Done, LLC | 4,649 | $241.0K | 0.05% | +323+7.5% | 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 |
| McKinley Carter Wealth Services, Inc. | 4,590 | $238.0K | 0.02% | +454+11.0% | Added |
| Farmers & Merchants Investments Inc | 4,581 | $237.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 4,555 | $236.0K | 0.01% | 00.0% | Unchanged |
| Windsor Group LTD | 4,457 | $236.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Capstone Financial Advisors, Inc. | 4,435 | $230.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Welch Group, LLC | 4,336 | $225.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Allworth Financial LP | 4,216 | $219.0K | 0.00% | +2,480+142.9% | Added |
| Markston International LLC | 4,203 | $218.0K | 0.20% | −875−17.2% | Reduced |
| Peddock Capital Advisors, LLC | 4,180 | $217.0K | 0.08% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,890 | $216.0K | 0.04% | −2,000−34.0% | Reduced |
| Mycio Wealth Partners, LLC | 4,156 | $215.0K | 0.08% | +4,156 | New |
| 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 |
| Bank of Hawaii | 4,115 | $213.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,048 | $210.0K | 0.02% | +4,048 | New |
| 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 |
| Rbo & Co LLC | 4,000 | $207.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Hall Laurie J Trustee | 3,970 | $205.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Addison Capital Co | 3,901 | $202.0K | 0.09% | +3,901 | New |
| Covenant Multifamily Offices, LLC | 3,676 | $200.0K | 0.04% | +3,676 | New |
| First Bank & Trust | 3,839 | $199.0K | 0.09% | −56−1.4% | Reduced |
| CX Institutional | 3,779 | $196.0K | 0.02% | +207+5.8% | Added |
| Norway Savings Bank | 3,722 | $193.0K | 0.09% | −50−1.3% | Reduced |
| Centaurus Financial, Inc. | 3,579 | $186.0K | 0.02% | −250−6.5% | Reduced |
| JFS Wealth Advisors, LLC | 3,573 | $185.0K | 0.02% | +5+0.1% | 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 |
| Hudock, Inc. | 3,522 | $182.0K | 0.05% | +20+0.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,400 | $176.3K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 3,276 | $169.8K | 0.01% | +494+17.8% | Added |
| Capital Analysts, LLC | 3,204 | $166.0K | 0.01% | −97−2.9% | Reduced |
| Resources Management Corp | 3,125 | $162.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,053 | $158.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,940 | $152.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,917 | $151.0K | 0.02% | −47−1.6% | Reduced |
| 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 |
| CKW Financial Group | 2,700 | $143.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,739 | $142.0K | 0.03% | +655+31.4% | Added |
| Investors Research Corp | 2,629 | $136.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,450 | $127.0K | 0.00% | −700−22.2% | Reduced |
| 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 |
| TD Capital Management LLC | 2,303 | $119.0K | 0.01% | 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 |
| Glen Eagle Advisors, LLC | 2,200 | $114.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,181 | $113.0K | 0.01% | +23+1.1% | Added |
| Rockbridge Investment Management, LCC | 2,155 | $112.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 2,133 | $111.0K | 0.04% | +783+58.0% | Added |
| Perkins Coie Trust Co | 2,019 | $105.0K | 0.03% | 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 |
| Global Financial Private Client, LLC | 1,888 | $99.9K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,916 | $99.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,877 | $97.0K | 0.02% | +8+0.4% | Added |
| 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 |