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 |
|---|---|---|---|---|---|
| West Family Investments, Inc. | 4,509 | $262.0K | 0.07% | −468−9.4% | Reduced |
| Central Trust Co | 4,509 | $262.0K | 0.01% | −18−0.4% | Reduced |
| Allworth Financial LP | 4,536 | $263.0K | 0.00% | +320+7.6% | Added |
| Girard Partners Ltd. | 4,548 | $264.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,540 | $264.0K | 0.05% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,567 | $265.0K | 0.09% | +4,567 | New |
| Farmers & Merchants Investments Inc | 4,581 | $266.0K | 0.01% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,620 | $268.0K | 0.13% | 00.0% | Unchanged |
| Well Done, LLC | 4,649 | $270.0K | 0.05% | 00.0% | Unchanged |
| Wade G W & Inc | 4,641 | $270.0K | 0.01% | +13+0.3% | Added |
| Genesee Capital Advisors, LLC | 4,667 | $271.0K | 0.13% | +10.0% | Added |
| Windsor Group LTD | 4,480 | $271.0K | 0.05% | +23+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 4,666 | $271.0K | 0.14% | +4,666 | New |
| Brighton Jones LLC | 4,692 | $272.0K | 0.01% | +162+3.6% | Added |
| McIlrath & Eck, LLC | 4,700 | $273.0K | 0.07% | −120−2.5% | Reduced |
| GHP Investment Advisors, Inc. | 4,717 | $274.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,773 | $277.0K | 0.01% | −107−2.2% | Reduced |
| Mezzasalma Advisors, LLC | 4,780 | $278.0K | 0.15% | −70−1.4% | Reduced |
| Wharton Business Group, LLC | 4,780 | $278.0K | 0.02% | +4,780 | New |
| Kovack Advisors, Inc. | 4,818 | $280.0K | 0.03% | −86−1.8% | Reduced |
| Tudor Investment Corp Et Al | 4,829 | $280.0K | 0.01% | +4,829 | New |
| Abundance Wealth Counselors | 4,813 | $280.0K | 0.07% | +4,813 | New |
| Proequities, Inc. | 4,834 | $281.0K | 0.02% | +2,653+121.6% | Added |
| Ironwood Investment Management LLC | 4,847 | $282.0K | 0.14% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,886 | $284.0K | 0.07% | −1,745−26.3% | Reduced |
| Intellectus Partners, LLC | 4,885 | $284.0K | 0.07% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,000 | $290.0K | 0.11% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $290.0K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,020 | $291.0K | 0.02% | −15,937−76.0% | Reduced |
| NinePointTwo Capital | 5,084 | $295.0K | 0.10% | +5,084 | New |
| KB Financial Partners, LLC | 5,101 | $296.0K | 0.08% | +5,101 | New |
| Benin Management CORP | 5,119 | $297.0K | 0.09% | −1,500−22.7% | Reduced |
| Ellsworth Advisors, LLC | 5,111 | $297.0K | 0.11% | +20+0.4% | Added |
| TCI Wealth Advisors, Inc. | 5,136 | $298.0K | 0.04% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5,160 | $299.7K | 0.10% | 00.0% | Unchanged |
| Shelton Capital Management | 5,190 | $301.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 5,180 | $301.0K | 0.06% | +86+1.7% | Added |
| Engine No. 1 LLC | 5,201 | $302.0K | 0.06% | +928+21.7% | Added |
| Stratos Wealth Advisors, LLC | 5,197 | $302.0K | 0.02% | +1,149+28.4% | Added |
| Graypoint LLC | 5,202 | $302.0K | 0.03% | +5,202 | New |
| Axxcess Wealth Management, LLC | 5,197 | $302.0K | 0.02% | +5,197 | New |
| Northeast Investment Management | 5,250 | $305.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 5,334 | $310.0K | 0.00% | +5,334 | New |
| Burke & Herbert Bank & Trust Co | 5,394 | $313.0K | 0.18% | 00.0% | Unchanged |
| Firestone Capital Management | 5,413 | $314.0K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 5,455 | $317.0K | 0.19% | +314+6.1% | Added |
| CSS LLC | 5,500 | $319.0K | 0.01% | −10,741−66.1% | Reduced |
| Ritholtz Wealth Management | 5,487 | $319.0K | 0.02% | +58+1.1% | Added |
| Riverwater Partners LLC | 5,501 | $319.0K | 0.28% | +5,501 | New |
| Independent Solutions Wealth Management, LLC | 5,520 | $320.6K | 0.08% | +149+2.8% | Added |
| Bard Financial Services, Inc. | 5,545 | $322.0K | 0.03% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 5,587 | $324.0K | 0.12% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,610 | $326.0K | 0.01% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 5,627 | $327.0K | 0.00% | −42,617−88.3% | Reduced |
| Waterfront Wealth Inc. | 5,624 | $327.0K | 0.13% | −6,329−52.9% | Reduced |
| First Nebraska Trust Co | 5,645 | $327.9K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 5,666 | $329.0K | 0.04% | −2,302−28.9% | Reduced |
| Smith, Moore & Co. | 5,672 | $329.0K | 0.05% | −648−10.3% | Reduced |
| Echo Street Capital Management LLC | 5,691 | $331.0K | 0.00% | −3,375−37.2% | Reduced |
| Berkshire Asset Management LLC | 5,705 | $331.0K | 0.02% | −1,997−25.9% | Reduced |
| Vivaldi Capital Management, LLC | 5,701 | $331.0K | 0.08% | −28−0.5% | Reduced |
| Salem Capital Management Inc | 5,700 | $331.0K | 0.17% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,694 | $331.0K | 0.05% | +625+12.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,712 | $332.0K | 0.08% | +1,346+30.8% | Added |
| AIA Group Ltd | 5,711 | $332.0K | 0.02% | +5,711 | New |
| WealthShield Partners, LLC | 5,719 | $332.0K | 0.06% | +5,719 | New |
| American Trust | 5,716 | $332.0K | 0.03% | +5,716 | New |
| Fisher Asset Management, LLC | 5,726 | $333.0K | 0.00% | +1,400+32.4% | Added |
| Accredited Investors Inc. | 5,787 | $336.0K | 0.03% | −900−13.5% | Reduced |
| We Are One Seven, LLC | 5,788 | $336.0K | 0.03% | +707+13.9% | Added |
| Columbus Macro, LLC | 5,828 | $338.0K | 0.11% | −825−12.4% | Reduced |
| Laraway Financial Inc | 5,850 | $340.0K | 0.30% | +5,850 | New |
| Advisor OS, LLC | 5,871 | $341.0K | 0.07% | −103−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,874 | $341.0K | 0.07% | +5,874 | New |
| Peoples Financial Services Corp. | 5,950 | $346.0K | 0.13% | −800−11.9% | Reduced |
| Dorchester Wealth Management Co | 5,950 | $346.0K | 0.07% | −225−3.6% | Reduced |
| Alhambra Investment Partners LLC | 5,980 | $347.0K | 0.24% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,999 | $348.0K | 0.15% | −366−5.8% | Reduced |
| Waldron Private Wealth LLC | 6,007 | $348.0K | 0.02% | −17−0.3% | Reduced |
| SBK Financial, Inc. | 6,000 | $348.0K | 0.28% | +6,000 | New |
| Conning Inc. | 6,026 | $350.0K | 0.01% | −392−6.1% | Reduced |
| Focus Financial Network, Inc. | 6,137 | $356.4K | 0.05% | +6,137 | New |
| Fairfield, Bush & Co. | 6,144 | $357.0K | 0.17% | −10,949−64.1% | Reduced |
| Woodward Diversified Capital, LLC | 6,161 | $358.0K | 0.21% | +6,161 | New |
| Seven Eight Capital, LP | 6,178 | $359.0K | 0.06% | +6,178 | New |
| Meridian Wealth Management, LLC | 6,198 | $360.0K | 0.04% | +8+0.1% | Added |
| LVW Advisors, LLC | 6,236 | $362.0K | 0.06% | +771+14.1% | Added |
| BLB&B Advisors, LLC | 6,255 | $363.0K | 0.02% | −4,372−41.1% | Reduced |
| Covington Capital Management | 6,250 | $363.0K | 0.01% | −1,000−13.8% | Reduced |
| Tranquilli Financial Advisor LLC | 6,275 | $364.0K | 0.25% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 6,265 | $364.0K | 0.00% | +1,506+31.6% | Added |
| Altfest L J & Co Inc | 6,304 | $366.0K | 0.07% | +8+0.1% | Added |
| MAI Capital Management | 6,331 | $368.0K | 0.01% | +572+9.9% | Added |
| Hayek Kallen Investment Management | 6,429 | $373.0K | 0.13% | +6,429 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $375.0K | 0.24% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,481 | $376.0K | 0.06% | +6,481 | New |
| Searle & Co. | 6,500 | $378.0K | 0.14% | 00.0% | Unchanged |
| Change Path, LLC | 6,541 | $380.0K | 0.02% | +667+11.4% | Added |
| Tradewinds, LLC. | 7,308 | $380.4K | 0.45% | +7,308 | New |
| Beacon Pointe Advisors, LLC | 6,586 | $383.0K | 0.01% | −1,829−21.7% | Reduced |