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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, Q4 2021

Institutional positions in Bank of New York Mellon Corp as of Dec 31, 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
1,154
+116 vs. Q3 2021
Shares held
677.3M
−22.3M (−3.2%) vs. Q3 2021
Total value
$39.3B
+$3.07B (+8.5%) vs. Q3 2021
New holders
171
352 more added
Sold out
55
398 more reduced

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,154 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ4 2021: $39.3B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2021.

Institutions holding BNY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Curi Capital3$00.00%+3New
WestEnd Advisors, LLC9$5220.00%––
Kelly Financial Services LLC15$8420.00%−17−53.1%Reduced
BerganKDV Wealth Management, LLC22$1.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.15$1.00K0.00%00.0%Unchanged
Surevest, LLC17$1.00K0.00%+17New
Castle Financial & Retirement Planning Associates, Inc.18$1.00K0.00%+18New
Carmichael Hill & Associates, Inc.12$1.00K0.00%+12New
Core Alternative Capital25$1.00K0.00%+25New
SJS Investment Consulting Inc.13$1.00K0.00%+13New
Cassady Schiller Wealth Management, LLC22$1.00K0.00%+22New
Sandy Cove Advisors, LLC12$1.00K0.00%+12New
Tilia Fiduciary Partners, Inc.20$1.00K0.00%+20New
Stephens Consulting, LLC21$1.22K0.00%+21New
Lenox Wealth Advisors, LLC40$2.00K0.00%+26+185.7%Added
Centerpoint Advisors, LLC28$2.00K0.00%00.0%Unchanged
Signet Financial Management, LLC41$2.00K0.00%+41New
Econ Financial Services Corp28$2.00K0.00%+28New
Carolinas Wealth Consulting LLC72$4.00K0.00%00.0%Unchanged
Schubert & Co63$4.00K0.00%+63New
Optiver Holding B.V.98$5.00K0.00%00.0%Unchanged
Essex Investment Management Co LLC84$5.00K0.00%00.0%Unchanged
Sierra Capital LLC88$5.00K0.00%+88New
Ci Investments Inc.99$6.00K0.00%00.0%Unchanged
Key Financial Inc100$6.00K0.00%00.0%Unchanged
Tradition Wealth Management, LLC104$6.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co111$6.00K0.00%+111New
Raleigh Capital Management Inc.107$6.00K0.01%+107New
Graves-Light Private Wealth Management, Inc.143$8.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC144$8.00K0.00%+95+193.9%Added
Creative Financial Designs Inc159$9.00K0.00%+1+0.6%Added
Independence Bank of Kentucky150$9.00K0.00%00.0%Unchanged
Tevis Investment Management158$9.00K0.01%+158New
Raffa Wealth Management, LLC168$9.76K0.00%00.0%Unchanged
Tortoise Investment Management, LLC175$10.0K0.00%00.0%Unchanged
West Branch Capital LLC180$10.0K0.00%+180New
Dark Forest Capital Management LP175$10.0K0.00%+175New
Tradewinds Capital Management, LLC188$11.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.187$11.0K0.00%00.0%Unchanged
Tucker Asset Management LLC200$11.6K0.00%00.0%Unchanged
First Command Bank240$12.0K0.00%00.0%Unchanged
HC Financial Advisors Inc200$12.0K0.01%00.0%Unchanged
Lee Financial Co200$12.0K0.00%00.0%Unchanged
Vectors Research Management, LLC200$12.0K0.00%00.0%Unchanged
Larson Financial Group LLC204$12.0K0.00%+152+292.3%Added
Dixon Hughes Goodman Wealth Advisors LLC200$12.0K0.00%+200New
Baron Financial Group, LLC208$12.1K0.01%00.0%Unchanged
Asset Dedication, LLC224$13.0K0.00%−115−33.9%Reduced
Bogart Wealth, LLC231$13.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.227$13.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB220$13.0K0.00%+21+10.6%Added
PFS Partners, LLC283$16.4K0.01%+283New
Earnest Partners LLC299$17.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC300$17.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC309$17.0K0.01%+1+0.3%Added
Versant Capital Management, Inc298$17.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC286$17.0K0.00%+86+43.0%Added
EverSource Wealth Advisors, LLC296$17.0K0.00%+296New
IronBridge Private Wealth, LLC296$17.0K0.01%+296New
Brown Brothers Harriman & Co309$18.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.316$18.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.311$18.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC314$18.0K0.01%00.0%Unchanged
South State Corp.320$18.0K0.00%+320New
Princeton Global Asset Management LLC337$20.0K0.01%00.0%Unchanged
Rock Creek Group, LP338$20.0K0.00%+209+162.0%Added
Atlas Capital Advisors LLC361$21.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.365$21.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC354$21.0K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC356$21.0K0.00%00.0%Unchanged
Amplius Wealth Advisors, LLC369$21.0K0.00%+369New
Tompkins Financial Corp377$22.0K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc400$23.0K0.00%00.0%Unchanged
PrairieView Partners, LLC401$23.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc400$23.0K0.01%00.0%Unchanged
Crescent Capital Consulting, LLC390$23.0K0.00%+9+2.4%Added
Koshinski Asset Management, Inc.427$24.8K0.00%00.0%Unchanged
Edge Wealth Management LLC423$25.0K0.00%−413−49.4%Reduced
Carroll Investors, Inc445$25.0K0.01%+445New
Archer Investment Corp436$25.3K0.01%00.0%Unchanged
Reilly Financial Advisors, LLC467$27.0K0.00%00.0%Unchanged
Equitec Proprietary Markets, LLC469$27.0K0.01%+469New
GeoWealth Management, LLC486$28.0K0.00%+29+6.3%Added
Fieldpoint Private Securities, LLC485$28.0K0.01%+270+125.6%Added
MV Capital Management, Inc.501$29.0K0.00%+37+8.0%Added
High Net Worth Advisory Group LLC500$29.0K0.01%+500New
Baldwin Brothers Inc516$30.0K0.00%00.0%Unchanged
Aua Capital Management, LLC524$30.0K0.02%00.0%Unchanged
Canton Hathaway, LLC520$30.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.550$32.0K0.00%−6−1.1%Reduced
FSC Wealth Advisors, LLC543$32.0K0.02%+543New
Arlington Partners LLC588$34.0K0.01%00.0%Unchanged
Evoke Wealth, LLC594$34.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.610$35.0K0.00%00.0%Unchanged
Gradient Investments LLC596$35.0K0.00%+4+0.7%Added
Ellis Investment Partners, LLC606$35.0K0.01%+304+100.7%Added
Harbor Investment Advisory, LLC624$36.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.624$37.0K0.03%+255+69.1%Added
Sandy Spring Bank651$38.0K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.710$38.0K0.02%+710New