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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 3,349 | $194.0K | 0.00% | +440+15.1% | Added |
| Gladius Capital Management LP | 3,355 | $195.0K | 0.07% | +3,355 | New |
| Washington Trust Advisors, Inc. | 3,362 | $195.0K | 0.01% | +3,362 | New |
| Brewin Dolphin Wealth Management Ltd | 3,400 | $197.0K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,452 | $200.0K | 0.08% | +3,452 | New |
| Bremer Bank National Association | 3,455 | $201.0K | 0.03% | +3,455 | New |
| Wescott Financial Advisory Group, LLC | 3,482 | $202.0K | 0.10% | +3,482 | New |
| Regatta Capital Group, LLC | 3,484 | $202.0K | 0.07% | +3,484 | New |
| Bourne Lent Asset Management Inc | 3,500 | $203.0K | 0.05% | +3,500 | New |
| Savant Capital, LLC | 3,507 | $204.0K | 0.01% | +3,507 | New |
| Hudock, Inc. | 3,540 | $205.0K | 0.06% | +18+0.5% | Added |
| Madison Wealth Management | 3,523 | $205.0K | 0.04% | +3,523 | New |
| Chemistry Wealth Management LLC | 3,529 | $205.0K | 0.17% | +3,529 | New |
| Next Level Private LLC | 3,529 | $205.0K | 0.17% | +3,529 | New |
| GM Advisory Group, Inc. | 3,542 | $206.0K | 0.02% | +3,542 | New |
| DCM Advisors, LLC | 3,588 | $208.0K | 0.06% | +3,588 | New |
| City State Bank | 3,621 | $210.0K | 0.13% | +3,621 | New |
| Segment Wealth Management, LLC | 3,627 | $211.0K | 0.02% | +3,627 | New |
| Summitry LLC | 3,645 | $212.0K | 0.01% | +3,645 | New |
| Norway Savings Bank | 3,672 | $213.0K | 0.09% | −50−1.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,662 | $213.0K | 0.02% | +89+2.5% | Added |
| Schwartz Investment Counsel Inc | 3,664 | $213.0K | 0.01% | +3,664 | New |
| DuPont Capital Management Corp | 3,707 | $215.0K | 0.01% | −3,513−48.7% | Reduced |
| Welch Capital Partners LLC | 3,701 | $215.0K | 0.05% | +3,701 | New |
| Bluefin Capital Management, LLC | 3,700 | $215.0K | 0.02% | +3,700 | New |
| Centaurus Financial, Inc. | 3,721 | $216.0K | 0.02% | +142+4.0% | Added |
| Edgestream Partners, L.P. | 3,722 | $216.0K | 0.01% | +3,722 | New |
| Krane Funds Advisors LLC | 3,734 | $217.0K | 0.01% | −5,960−61.5% | Reduced |
| Oliver Luxxe Assets LLC | 3,773 | $219.0K | 0.06% | +3,773 | New |
| First Bank & Trust | 3,794 | $220.0K | 0.09% | −45−1.2% | Reduced |
| Defined Wealth Management, LLC | 3,800 | $221.0K | 0.18% | +3,800 | New |
| Stewart & Patten Co LLC | 3,824 | $222.0K | 0.03% | +3,824 | New |
| Charter Trust Co | 3,820 | $222.0K | 0.02% | +3,820 | New |
| Geller Advisors LLC | 3,822 | $222.0K | 0.04% | +3,822 | New |
| Northwest Bancshares, Inc. | 3,838 | $223.0K | 0.04% | +3,838 | New |
| Abbrea Capital, LLC | 3,850 | $224.0K | 0.03% | +3,850 | New |
| Markston International LLC | 3,888 | $226.0K | 0.23% | −315−7.5% | Reduced |
| Baker Ellis Asset Management LLC | 3,890 | $226.0K | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 3,899 | $226.0K | 0.00% | +3,899 | New |
| Addison Capital Co | 3,901 | $227.0K | 0.10% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 3,914 | $227.0K | 0.03% | +3,914 | New |
| Hallmark Capital Management Inc | 3,927 | $228.0K | 0.02% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,931 | $228.0K | 0.11% | +2+0.1% | Added |
| Leavell Investment Management, Inc. | 3,953 | $230.0K | 0.02% | −1,200−23.3% | Reduced |
| Hall Laurie J Trustee | 3,970 | $230.0K | 0.08% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,966 | $230.0K | 0.01% | +3,966 | New |
| Integrated Advisors Network LLC | 3,953 | $230.0K | 0.01% | +3,953 | New |
| Meyer Handelman Co | 3,993 | $232.0K | 0.01% | −4,903−55.1% | Reduced |
| Essex Savings Bank | 3,986 | $232.0K | 0.08% | −5−0.1% | Reduced |
| Rbo & Co LLC | 4,000 | $232.0K | 0.04% | 00.0% | Unchanged |
| Biondo Investment Advisors, LLC | 4,000 | $232.0K | 0.04% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $232.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,010 | $233.0K | 0.02% | −184,034−97.9% | Reduced |
| GraniteShares Advisors LLC | 4,027 | $233.0K | 0.11% | +4,027 | New |
| V Wealth Advisors LLC | 4,029 | $234.0K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 4,027 | $234.0K | 0.09% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 4,037 | $234.0K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,043 | $235.0K | 0.02% | +4,043 | New |
| Radnor Capital Management, LLC | 4,045 | $235.0K | 0.06% | +4,045 | New |
| Trust Co | 4,056 | $236.0K | 0.06% | −1,108−21.5% | Reduced |
| Paragon Capital Management Ltd | 4,079 | $237.0K | 0.04% | −49−1.2% | Reduced |
| Fractal Investments LLC | 4,076 | $237.0K | 0.08% | +4,076 | New |
| McKinley Carter Wealth Services, Inc. | 4,090 | $238.0K | 0.02% | −500−10.9% | Reduced |
| Bank of Hawaii | 4,115 | $239.0K | 0.01% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 4,156 | $241.0K | 0.08% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,162 | $242.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,161 | $242.0K | 0.01% | +4,161 | New |
| Peddock Capital Advisors, LLC | 4,180 | $243.0K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,154 | $243.0K | 0.02% | +4,154 | New |
| Bailard, Inc. | 4,208 | $244.0K | 0.01% | −347−7.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,209 | $244.0K | 0.02% | +89+2.2% | Added |
| NorthRock Partners, LLC | 4,198 | $244.0K | 0.02% | +4,198 | New |
| Resources Investment Advisors, LLC. | 4,222 | $245.0K | 0.01% | −1,311−23.7% | Reduced |
| Appleton Partners Inc | 4,225 | $245.0K | 0.02% | +4,225 | New |
| Diversified Trust Co | 4,228 | $246.0K | 0.01% | −5,393−56.1% | Reduced |
| Boston Trust Walden Corp | 4,250 | $247.0K | 0.00% | −100−2.3% | Reduced |
| Independent Advisor Alliance | 4,277 | $248.0K | 0.01% | −37−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,273 | $248.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,277 | $248.0K | 0.08% | +4,277 | New |
| First Commonwealth Financial Corp | 4,315 | $251.0K | 0.08% | 00.0% | Unchanged |
| Welch Group, LLC | 4,336 | $252.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,367 | $253.0K | 0.03% | +123+2.9% | Added |
| Simmons Bank | 4,354 | $253.0K | 0.02% | +4,354 | New |
| City Holding Co | 4,773 | $254.0K | 0.04% | −1,150−19.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,367 | $254.0K | 0.01% | −33−0.8% | Reduced |
| Axiom Financial Strategies, LLC | 4,381 | $254.0K | 0.12% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 4,366 | $254.0K | 0.04% | 00.0% | Unchanged |
| Nwam LLC | 4,393 | $255.0K | 0.02% | +12+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 4,405 | $256.0K | 0.14% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,406 | $256.0K | 0.08% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 4,400 | $256.0K | 0.19% | +4,400 | New |
| Sunflower Bank, N.A. | 4,423 | $257.0K | 0.03% | −576−11.5% | Reduced |
| Park Avenue Securities LLC | 4,427 | $257.0K | 0.00% | +4,427 | New |
| Capstone Financial Advisors, Inc. | 4,435 | $258.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $259.0K | 0.02% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,481 | $260.0K | 0.05% | −1,500−25.1% | Reduced |
| RKL Wealth Management LLC | 4,485 | $260.0K | 0.03% | −250−5.3% | Reduced |
| Alpha Paradigm Partners, LLC | 4,472 | $260.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,484 | $260.0K | 0.01% | +965+27.4% | Added |