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 |
|---|---|---|---|---|---|
| Spinnaker Investment Group, LLC | 6,455 | $383.0K | 0.13% | +6,455 | New |
| Tdam USA Inc. | 6,638 | $386.0K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 6,645 | $386.0K | 0.17% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 6,657 | $387.0K | 0.11% | +30.0% | Added |
| Metis Global Partners, LLC | 6,675 | $388.0K | 0.11% | +6,675 | New |
| Atlantic Union Bankshares Corp | 6,777 | $394.0K | 0.03% | −126−1.8% | Reduced |
| FineMark National Bank & Trust | 6,821 | $396.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 6,839 | $397.0K | 0.01% | +5+0.1% | Added |
| Perpetual Investment Management Ltd | 6,817 | $397.0K | 0.05% | +254+3.9% | Added |
| Barings LLC | 6,886 | $400.0K | 0.01% | −1,336−16.2% | Reduced |
| LMR Partners LLP | 6,906 | $401.0K | 0.01% | +6,906 | New |
| ODonnell Financial Services, LLC | 6,866 | $402.0K | 0.19% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 6,946 | $403.4K | 0.14% | −256−3.6% | Reduced |
| Front Barnett Associates LLC | 7,030 | $408.0K | 0.04% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 7,043 | $409.0K | 0.00% | +7,043 | New |
| Robertson Stephens Wealth Management, LLC | 7,082 | $411.0K | 0.04% | +7,082 | New |
| Shulman DeMeo Asset Management LLC | 7,165 | $416.0K | 0.11% | +254+3.7% | Added |
| Capital Asset Advisory Services LLC | 7,166 | $416.0K | 0.04% | +7,166 | New |
| Quadrant Private Wealth Management, LLC | 7,183 | $417.0K | 0.15% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 7,194 | $418.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,200 | $418.0K | 0.12% | −20.0% | Reduced |
| Studio Investment Management LLC | 7,198 | $418.0K | 0.15% | +1,378+23.7% | Added |
| Carroll Financial Associates, Inc. | 7,240 | $423.0K | 0.02% | +110+1.5% | Added |
| IVC Wealth Advisors LLC | 7,299 | $424.0K | 0.27% | −600−7.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,340 | $426.0K | 0.08% | −4,160−36.2% | Reduced |
| Checchi Capital Advisers, LLC | 7,336 | $426.0K | 0.05% | +405+5.8% | Added |
| Parallel Advisors, LLC | 7,374 | $428.0K | 0.02% | +514+7.5% | Added |
| D.A. Davidson & Co. | 7,484 | $435.0K | 0.00% | −167−2.2% | Reduced |
| Clear Perspective Advisors, LLC | 7,484 | $435.0K | 0.13% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,485 | $435.0K | 0.01% | +178+2.4% | Added |
| First Citizens Bank & Trust Co | 7,500 | $436.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 7,500 | $436.0K | 0.06% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 7,533 | $438.0K | 0.03% | −90−1.2% | Reduced |
| First National Bank & Trust Co of Newtown | 7,583 | $440.0K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,605 | $442.0K | 0.02% | +24+0.3% | Added |
| Blueprint Investment Partners LLC | 7,625 | $442.9K | 0.11% | +1,902+33.2% | Added |
| Deseret Mutual Benefit Administrators | 7,631 | $443.0K | 0.07% | −304−3.8% | Reduced |
| Garrett Investment Advisors LLC | 7,655 | $445.0K | 0.12% | −53−0.7% | Reduced |
| Bessemer Group Inc | 7,673 | $446.0K | 0.00% | +78+1.0% | Added |
| JNBA Financial Advisors | 7,707 | $448.0K | 0.05% | +10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,722 | $448.0K | 0.04% | +749+10.7% | Added |
| Advisors Asset Management, Inc. | 7,722 | $448.5K | 0.01% | +2,115+37.7% | Added |
| Keystone Financial Group | 7,735 | $449.0K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 7,751 | $450.0K | 0.02% | −165−2.1% | Reduced |
| Whitener Capital Management, Inc. | 7,760 | $450.0K | 0.16% | +920+13.5% | Added |
| Summit Financial, LLC | 7,758 | $450.6K | 0.03% | +177+2.3% | Added |
| Cetera Advisors LLC | 7,818 | $454.0K | 0.01% | +1,042+15.4% | Added |
| Apella Capital, LLC | 7,827 | $455.0K | 0.06% | −41−0.5% | Reduced |
| Advisory Services Network, LLC | 7,849 | $456.0K | 0.01% | −8,229−51.2% | Reduced |
| Trust Asset Management LLC | 7,892 | $458.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,889 | $458.0K | 0.03% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 10,400 | $463.0K | 0.66% | +10,400 | New |
| Foundations Investment Advisors, LLC | 7,313 | $465.0K | 0.02% | +198+2.8% | Added |
| Argent Capital Management LLC | 8,031 | $466.0K | 0.01% | +8,031 | New |
| Camden Capital, LLC | 8,035 | $467.0K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,037 | $467.0K | 0.06% | +141+1.8% | Added |
| Hendershot Investments Inc. | 8,074 | $469.0K | 0.07% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 8,080 | $469.0K | 0.29% | +8,080 | New |
| S&T Bank | 8,131 | $472.0K | 0.07% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,144 | $473.0K | 0.00% | +10+0.1% | Added |
| Rodgers Brothers Inc. | 8,145 | $473.0K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,144 | $473.0K | 0.02% | +195+2.5% | Added |
| Glenview Trust Co | 8,153 | $474.0K | 0.02% | −140−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 8,157 | $474.0K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,160 | $474.0K | 0.03% | +282+3.6% | Added |
| Moneta Group Investment Advisors LLC | 8,161 | $474.0K | 0.02% | +657+8.8% | Added |
| Symmetry Partners, LLC | 8,272 | $480.0K | 0.03% | −4,045−32.8% | Reduced |
| Sawtooth Solutions, LLC | 8,248 | $480.0K | 0.05% | +8,248 | New |
| Trust Co of Virginia | 8,334 | $484.0K | 0.05% | −353−4.1% | Reduced |
| Marathon Capital Management | 8,400 | $487.0K | 0.11% | −3,202−27.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 8,387 | $487.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,398 | $488.0K | 0.01% | +1,560+22.8% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $491.0K | 0.09% | +8,450 | New |
| SG3 Management, LLC | 8,500 | $494.0K | 0.05% | +3,500+70.0% | Added |
| Crawford Investment Counsel Inc | 8,548 | $496.0K | 0.01% | −68−0.8% | Reduced |
| Modera Wealth Management, LLC | 8,589 | $499.0K | 0.02% | +4,649+118.0% | Added |
| American Portfolios Advisors | 8,593 | $499.1K | 0.02% | +674+8.5% | Added |
| Wilson & Boucher Capital Management, LLC | 8,615 | $500.0K | 0.45% | +8,615 | New |
| Coldstream Capital Management Inc | 8,633 | $501.0K | 0.02% | +8,633 | New |
| MBB Public Markets I LLC | 8,627 | $501.0K | 0.01% | +8,627 | New |
| Siemens Fonds Invest GmbH | 8,668 | $502.0K | 0.03% | −250−2.8% | Reduced |
| Whittier Trust Co | 8,694 | $505.0K | 0.01% | 00.0% | Unchanged |
| Stonnington Group, LLC | 8,000 | $505.0K | 0.11% | +8,000 | New |
| Dumont & Blake Investment Advisors LLC | 8,720 | $506.0K | 0.13% | −285−3.2% | Reduced |
| Chilton Capital Management LLC | 8,706 | $506.0K | 0.03% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 8,710 | $506.0K | 0.05% | +8,710 | New |
| Capital One Financial Corp | 8,742 | $508.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,761 | $509.0K | 0.06% | +348+4.1% | Added |
| Jarislowsky, Fraser Ltd | 8,831 | $512.0K | 0.00% | −400−4.3% | Reduced |
| KMG Fiduciary Partners, LLC | 8,834 | $513.0K | 0.08% | −33,663−79.2% | Reduced |
| Rehmann Capital Advisory Group | 8,866 | $514.9K | 0.05% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,863 | $515.0K | 0.20% | +8+0.1% | Added |
| Geneos Wealth Management Inc. | 8,892 | $516.0K | 0.02% | +456+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 8,951 | $520.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 8,987 | $522.0K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 9,040 | $525.0K | 0.04% | +340+3.9% | Added |
| Signaturefd, LLC | 9,031 | $525.0K | 0.02% | +537+6.3% | Added |
| Orion Portfolio Solutions, LLC | 9,238 | $537.0K | 0.02% | +309+3.5% | Added |
| Gateway Investment Advisers LLC | 9,319 | $541.0K | 0.01% | −586−5.9% | Reduced |
| Wealthspire Advisors, LLC | 9,344 | $543.0K | 0.01% | +637+7.3% | Added |