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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 678 | $39.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 663 | $39.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 690 | $40.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 700 | $41.0K | 0.02% | −100−12.5% | Reduced |
| RWM Asset Management, LLC | 700 | $41.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $41.1K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 722 | $42.0K | 0.01% | −49−6.4% | Reduced |
| Bollard Group LLC | 717 | $42.0K | 0.00% | +2+0.3% | Added |
| Caldwell Trust Co | 741 | $43.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 752 | $44.0K | 0.03% | −75−9.1% | Reduced |
| Shore Point Advisors, LLC | 754 | $44.0K | 0.04% | +754 | New |
| Silvant Capital Management LLC | 774 | $45.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 784 | $46.0K | 0.00% | −1,132−59.1% | Reduced |
| Adirondack Trust Co | 805 | $47.0K | 0.02% | −5−0.6% | Reduced |
| Evermay Wealth Management LLC | 807 | $47.0K | 0.01% | −25−3.0% | Reduced |
| Bedel Financial Consulting, Inc. | 801 | $47.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 827 | $48.0K | 0.02% | +827 | New |
| Lloyd Advisory Services, LLC. | 843 | $49.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 850 | $49.0K | 0.07% | +850 | New |
| Assetmark, Inc | 860 | $50.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 871 | $50.0K | 0.02% | +871 | New |
| Capital Advisors, Ltd. LLC | 893 | $52.0K | 0.01% | −126−12.4% | Reduced |
| Cranbrook Wealth Management, LLC | 901 | $52.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 935 | $54.0K | 0.01% | +3+0.3% | Added |
| Truehand, Inc | 943 | $55.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 957 | $56.0K | 0.03% | −149−13.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 963 | $56.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 981 | $57.0K | 0.03% | −907−48.0% | Reduced |
| Piscataqua Savings Bank | 979 | $57.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 991 | $58.0K | 0.00% | −543−35.4% | Reduced |
| Bourgeon Capital Management LLC | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $58.1K | 0.05% | +1,000 | New |
| Strategic Asset Management, LLC | 1,018 | $59.0K | 0.08% | +6+0.6% | Added |
| Stonebridge Capital Advisors LLC | 1,017 | $59.0K | 0.01% | +1+0.1% | Added |
| Atwood & Palmer Inc | 1,055 | $61.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,050 | $61.0K | 0.03% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,062 | $62.0K | 0.01% | +5+0.5% | Added |
| State of Wyoming | 1,089 | $63.0K | 0.03% | −1−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,140 | $66.0K | 0.00% | −173−13.2% | Reduced |
| First Command Financial Services, Inc. | 1,140 | $66.0K | 0.01% | +900+375.0% | Added |
| Charter Oak Capital Management, LLC | 1,154 | $67.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,170 | $68.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,200 | $70.0K | 0.02% | +1,200 | New |
| Pacific Center for Financial Services | 1,221 | $71.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,236 | $72.0K | 0.00% | +1,236 | New |
| Washington Trust Co | 1,250 | $73.0K | 0.00% | −3,387−73.0% | Reduced |
| Sargent Bickham Lagudis LLC | 1,250 | $73.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,269 | $74.0K | 0.01% | +729+135.0% | Added |
| Gables Capital Management Inc. | 1,300 | $76.0K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,300 | $76.0K | 0.02% | +800+160.0% | Added |
| Beaird Harris Wealth Management, LLC | 1,300 | $76.0K | 0.03% | +1,300 | New |
| JJJ Advisors Inc. | 1,359 | $79.0K | 0.02% | −160−10.5% | Reduced |
| Glassman Wealth Services | 1,354 | $79.0K | 0.01% | +95+7.5% | Added |
| Cordasco Financial Network | 1,374 | $80.0K | 0.05% | +1,374 | New |
| TD Private Client Wealth LLC | 1,393 | $80.9K | 0.00% | −48−3.3% | Reduced |
| FAI Wealth Management | 1,428 | $82.0K | 0.07% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,494 | $87.0K | 0.12% | +1,494 | New |
| Benjamin Edwards Inc | 1,624 | $94.0K | 0.03% | +1,624 | New |
| United Community Bank | 1,634 | $94.9K | 0.09% | +1,634 | New |
| Institutional & Family Asset Management, LLC | 1,692 | $98.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,723 | $100.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,732 | $101.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,747 | $101.0K | 0.00% | +1,361+352.6% | Added |
| Quent Capital, LLC | 1,777 | $103.0K | 0.02% | +1,777 | New |
| Bay Harbor Wealth Management, LLC | 1,688 | $105.0K | 0.04% | +75+4.6% | Added |
| Rosenberg Matthew Hamilton | 1,846 | $107.0K | 0.04% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,862 | $108.0K | 0.05% | +1,862 | New |
| Hanson & Doremus Investment Management | 1,878 | $109.0K | 0.02% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,861 | $109.0K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $116.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $116.0K | 0.05% | +2,000 | New |
| Perkins Coie Trust Co | 2,019 | $117.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,061 | $118.0K | 0.00% | −19,565−90.5% | Reduced |
| Brewin Dolphin Ltd | 2,071 | $120.0K | 0.01% | −1,205−36.8% | Reduced |
| Clean Yield Group | 2,133 | $124.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,144 | $125.0K | 0.01% | −2,810−56.7% | Reduced |
| Rockbridge Investment Management, LCC | 2,155 | $125.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,200 | $127.8K | 0.03% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,234 | $130.0K | 0.01% | −683−23.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,254 | $131.0K | 0.03% | −100−4.2% | Reduced |
| TD Capital Management LLC | 2,303 | $134.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,348 | $136.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,423 | $140.0K | 0.03% | +205+9.2% | Added |
| Rowland & Co Investment Counsel | 2,495 | $144.9K | 0.03% | +2,495 | New |
| Snowden Capital Advisors LLC | 2,573 | $149.0K | 0.01% | −2,594−50.2% | Reduced |
| CKW Financial Group | 2,600 | $150.0K | 0.02% | −100−3.7% | Reduced |
| Investors Research Corp | 2,629 | $153.0K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,711 | $157.0K | 0.02% | +1,508+125.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,719 | $158.0K | 0.03% | −20−0.7% | Reduced |
| Arrow Financial Corp | 2,905 | $169.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,933 | $170.0K | 0.02% | +924+46.0% | Added |
| North Star Investment Management Corp. | 2,940 | $171.0K | 0.01% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,962 | $172.0K | 0.14% | +2,962 | New |
| Sawyer & Company, Inc | 3,053 | $177.0K | 0.08% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,134 | $182.0K | 0.07% | −400−11.3% | Reduced |
| Resources Management Corp | 3,125 | $182.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,204 | $186.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,205 | $186.0K | 0.00% | +755+30.8% | Added |
| Concord Wealth Partners | 3,222 | $187.0K | 0.05% | +1,009+45.6% | Added |