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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 9,361 | $544.0K | 0.16% | +2,534+37.1% | Added |
| BSW Wealth Partners | 9,414 | $547.0K | 0.14% | +3,846+69.1% | Added |
| Canandaigua National Corp | 9,461 | $549.0K | 0.08% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,487 | $551.0K | 0.01% | +112+1.2% | Added |
| Lido Advisors, LLC | 9,518 | $552.0K | 0.01% | +65+0.7% | Added |
| Manchester Capital Management LLC | 9,515 | $553.0K | 0.07% | +862+10.0% | Added |
| Haverford Trust Co | 9,595 | $557.0K | 0.01% | +5,197+118.2% | Added |
| Cutler Group LP | 9,770 | $567.0K | 0.04% | +9,770 | New |
| Northstar Group, Inc. | 9,801 | $569.0K | 0.14% | +26+0.3% | Added |
| Chicago Trust Co NA | 9,805 | $569.0K | 0.11% | +748+8.3% | Added |
| Keystone Financial Services | 9,798 | $569.0K | 0.29% | +9,798 | New |
| Allegheny Financial Group LTD | 9,815 | $570.0K | 0.23% | −169−1.7% | Reduced |
| Western Wealth Management, LLC | 9,888 | $573.0K | 0.06% | +9,888 | New |
| Lebenthal Global Advisors, LLC | 9,937 | $577.0K | 0.23% | +9,937 | New |
| Ameritas Investment Partners, Inc. | 9,960 | $578.0K | 0.02% | −734−6.9% | Reduced |
| Brasada Capital Management, LP | 10,000 | $581.0K | 0.11% | +1,500+17.6% | Added |
| Compton Capital Management Inc | 10,028 | $582.0K | 0.15% | −650−6.1% | Reduced |
| Curbstone Financial Management Corp | 10,050 | $584.0K | 0.10% | −100−1.0% | Reduced |
| Freestone Capital Holdings, LLC | 10,076 | $585.0K | 0.02% | +1,122+12.5% | Added |
| Huntington National Bank | 10,085 | $585.0K | 0.01% | +3,452+52.0% | Added |
| Vestcor Inc | 10,121 | $588.0K | 0.02% | −2,158−17.6% | Reduced |
| Hutchinson Capital Management | 10,302 | $598.0K | 0.13% | −2,390−18.8% | Reduced |
| Bryn Mawr Trust Co | 10,294 | $598.0K | 0.02% | −919−8.2% | Reduced |
| GYL Financial Synergies, LLC | 10,418 | $605.0K | 0.16% | +150+1.5% | Added |
| Profund Advisors LLC | 10,486 | $609.0K | 0.02% | −556−5.0% | Reduced |
| Pettee Investors, Inc. | 10,560 | $613.0K | 0.26% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,629 | $617.0K | 0.05% | +315+3.1% | Added |
| Virtue Capital Management, LLC | 10,643 | $618.0K | 0.09% | +10,643 | New |
| Coastline Trust Co | 10,660 | $619.0K | 0.07% | +10+0.1% | Added |
| Mather Group, LLC. | 10,777 | $626.0K | 0.01% | +10,777 | New |
| Corient Capital Partners, LLC | 10,905 | $634.0K | 0.04% | +720+7.1% | Added |
| Archford Capital Strategies, LLC | 10,927 | $635.0K | 0.15% | +634+6.2% | Added |
| Cedrus LLC | 10,947 | $635.8K | 0.61% | +10,947 | New |
| Columbia Asset Management | 10,950 | $636.0K | 0.13% | +500+4.8% | Added |
| Kore Private Wealth LLC | 10,985 | $638.0K | 0.08% | −3,999−26.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 11,045 | $641.0K | 0.00% | +35+0.3% | Added |
| American National Registered Investment Advisor, Inc. | 11,079 | $643.0K | 0.21% | −20.0% | Reduced |
| Voya Financial Advisors, Inc. | 11,131 | $645.0K | 0.07% | +458+4.3% | Added |
| Spears Abacus Advisors LLC | 11,262 | $654.0K | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11,312 | $657.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11,361 | $660.0K | 0.08% | −293−2.5% | Reduced |
| Fiera Capital Corp | 11,347 | $660.0K | 0.00% | +1,241+12.3% | Added |
| Ieq Capital, LLC | 11,393 | $662.0K | 0.02% | +483+4.4% | Added |
| Engineers Gate Manager LP | 11,448 | $665.0K | 0.03% | +5,985+109.6% | Added |
| 55I, LLC | 11,505 | $668.0K | 0.02% | +338+3.0% | Added |
| Aspire Private Capital, LLC | 11,514 | $669.0K | 0.21% | +1,240+12.1% | Added |
| Almanack Investment Partners, LLC. | 11,831 | $687.0K | 0.06% | +176+1.5% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $688.0K | 0.08% | −3,156−21.0% | Reduced |
| Courier Capital LLC | 12,078 | $701.0K | 0.07% | −2,078−14.7% | Reduced |
| Principle Wealth Partners LLC | 12,100 | $703.0K | 0.07% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12,122 | $704.0K | 0.26% | −3,490−22.4% | Reduced |
| Rothschild Investment Corp | 12,197 | $708.0K | 0.05% | +7,030+136.1% | Added |
| Steward Partners Investment Advisory, LLC | 12,247 | $711.0K | 0.01% | +181+1.5% | Added |
| First PREMIER Bank | 12,279 | $713.0K | 0.18% | 00.0% | Unchanged |
| Synovus Financial Corp | 12,360 | $718.0K | 0.01% | −32−0.3% | Reduced |
| First Horizon Advisors, Inc. | 12,435 | $722.0K | 0.02% | −565−4.3% | Reduced |
| Altium Wealth Management LLC | 12,425 | $722.0K | 0.05% | +392+3.3% | Added |
| Trust Co of Vermont | 12,460 | $724.0K | 0.05% | +150+1.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,500 | $726.0K | 0.10% | −1,500−10.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,570 | $728.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 12,554 | $729.0K | 0.09% | −1,043−7.7% | Reduced |
| Sculati Wealth Management, LLC | 12,570 | $730.0K | 0.35% | +4,955+65.1% | Added |
| SkyView Investment Advisors, LLC | 11,464 | $731.0K | 0.16% | +3,760+48.8% | Added |
| Essex Financial Services, Inc. | 12,606 | $732.0K | 0.07% | −133−1.0% | Reduced |
| Fruth Investment Management | 12,700 | $737.0K | 0.20% | −200−1.6% | Reduced |
| Balentine LLC | 12,824 | $745.0K | 0.03% | +4,025+45.7% | Added |
| Camarda Financial Advisors, LLC | 12,956 | $752.0K | 0.43% | +12,956 | New |
| Pensionfund DSM Netherlands | 13,000 | $755.0K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 13,046 | $757.0K | 0.02% | +7+0.1% | Added |
| Private Trust Co NA | 13,073 | $759.0K | 0.10% | +253+2.0% | Added |
| Kolinsky Wealth Management, LLC | 13,074 | $759.0K | 0.70% | +13,074 | New |
| Spire Wealth Management | 13,106 | $761.0K | 0.02% | +4,107+45.6% | Added |
| National Asset Management, Inc. | 13,108 | $762.0K | 0.02% | +3,047+30.3% | Added |
| Cornercap Investment Counsel Inc | 13,135 | $763.0K | 0.11% | −50,421−79.3% | Reduced |
| Cambridge Trust Co | 13,141 | $763.0K | 0.02% | +5,770+78.3% | Added |
| IBM Retirement Fund | 13,189 | $766.0K | 0.10% | −9,596−42.1% | Reduced |
| Farmers National Bank | 13,191 | $766.1K | 0.25% | −4,419−25.1% | Reduced |
| Outlook Wealth Advisors, LLC | 13,213 | $767.0K | 0.23% | +365+2.8% | Added |
| HM Payson & Co | 13,213 | $767.0K | 0.02% | +3,035+29.8% | Added |
| Brookstone Capital Management | 12,346 | $770.0K | 0.01% | −3,338−21.3% | Reduced |
| Apollon Wealth Management, LLC | 13,563 | $788.0K | 0.06% | +6,726+98.4% | Added |
| Mma Asset Management LLC | 13,649 | $793.0K | 0.56% | +13,649 | New |
| Sicart Associates LLC | 13,785 | $799.0K | 0.21% | 00.0% | Unchanged |
| Rathbone Brothers plc | 13,847 | $804.0K | 0.01% | +2,716+24.4% | Added |
| Joel Isaacson & Co., LLC | 13,901 | $807.0K | 0.06% | 00.0% | Unchanged |
| Arden Trust Co | 13,923 | $809.0K | 0.14% | −1,223−8.1% | Reduced |
| Empirical Finance, LLC | 13,926 | $809.0K | 0.10% | +3,493+33.5% | Added |
| Desjardins Global Asset Management Inc. | 14,030 | $814.0K | 0.07% | +14,030 | New |
| United Capital Financial Advisers, LLC | 14,116 | $820.0K | 0.00% | −521−3.6% | Reduced |
| Nomura Holdings Inc | 14,190 | $824.0K | 0.00% | −12,736−47.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 14,206 | $825.0K | 0.06% | +14,206 | New |
| Mission Wealth Management, LP | 14,342 | $833.0K | 0.04% | +200+1.4% | Added |
| Hilltop Holdings Inc. | 14,430 | $837.0K | 0.09% | +1,091+8.2% | Added |
| First Foundation Advisors | 14,540 | $844.0K | 0.03% | +497+3.5% | Added |
| Fort Washington Investment Advisors Inc | 14,543 | $845.0K | 0.01% | −300−2.0% | Reduced |
| Veriti Management LLC | 14,773 | $858.0K | 0.11% | −96−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 14,789 | $859.0K | 0.01% | +34+0.2% | Added |
| Van Hulzen Asset Management, LLC | 14,802 | $860.0K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 14,806 | $860.0K | 0.15% | +1,399+10.4% | Added |
| Boston Family Office LLC | 14,845 | $862.0K | 0.06% | 00.0% | Unchanged |