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 |
|---|---|---|---|---|---|
| WFA of San Diego, LLC | 14,860 | $863.0K | 0.50% | −200−1.3% | Reduced |
| Cornerstone Advisors, LLC | 15,000 | $871.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,017 | $872.0K | 0.01% | +2,243+17.6% | Added |
| Ontario Teachers Pension Plan Board | 15,012 | $872.0K | 0.01% | +4,239+39.3% | Added |
| GWM Advisors LLC | 15,053 | $874.0K | 0.01% | +389+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,176 | $881.0K | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 15,170 | $881.0K | 0.18% | +35+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 15,167 | $881.0K | 0.05% | +353+2.4% | Added |
| Oppenheimer Asset Management Inc. | 15,323 | $890.0K | 0.01% | +50+0.3% | Added |
| Valeo Financial Advisors, LLC | 15,434 | $896.0K | 0.05% | +198+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 15,595 | $906.0K | 0.02% | −712−4.4% | Reduced |
| M&R Capital Management Inc | 15,694 | $911.0K | 0.19% | 00.0% | Unchanged |
| Seeyond | 15,867 | $921.0K | 0.09% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 16,000 | $929.3K | 0.91% | +16,000 | New |
| Beck Mack & Oliver LLC | 16,013 | $930.0K | 0.02% | 00.0% | Unchanged |
| Metatron Capital SICAV plc | 16,400 | $952.5K | 0.91% | +16,400 | New |
| Valmark Advisers, Inc. | 16,450 | $955.0K | 0.02% | −96−0.6% | Reduced |
| Greenleaf Trust | 16,480 | $957.0K | 0.01% | +428+2.7% | Added |
| Fulton Bank, N.A. | 16,579 | $963.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 16,592 | $964.0K | 0.21% | +37+0.2% | Added |
| Regentatlantic Capital LLC | 16,624 | $966.0K | 0.03% | −386−2.3% | Reduced |
| CAPROCK Group, Inc. | 16,684 | $969.0K | 0.08% | −44−0.3% | Reduced |
| FDx Advisors, Inc. | 17,110 | $994.0K | 0.03% | +286+1.7% | Added |
| Pitcairn Co | 17,147 | $996.0K | 0.06% | −35−0.2% | Reduced |
| WealthTrust Axiom LLC | 17,241 | $1.00M | 0.32% | +10.0% | Added |
| Cigna Investments Inc | 17,327 | $1.01M | 0.08% | −6,911−28.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,366 | $1.01M | 0.11% | −849−4.7% | Reduced |
| Leisure Capital Management | 17,547 | $1.02M | 0.47% | +1,223+7.5% | Added |
| American Research & Management Co. | 17,635 | $1.02M | 0.22% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 17,688 | $1.03M | 0.35% | +269+1.5% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $1.03M | 0.07% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 17,865 | $1.04M | 0.43% | +20.0% | Added |
| IFG Advisory, LLC | 17,928 | $1.04M | 0.10% | +787+4.6% | Added |
| Laffer Tengler Investments | 18,190 | $1.06M | 0.31% | +1,882+11.5% | Added |
| Mirova | 18,239 | $1.06M | 0.13% | −25,381−58.2% | Reduced |
| Logan Capital Management Inc | 18,259 | $1.06M | 0.05% | +111+0.6% | Added |
| Strategic Investment Advisors | 18,369 | $1.07M | 0.21% | +369+2.1% | Added |
| Sunesis Advisors, LLC | 18,436 | $1.07M | 0.79% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 18,725 | $1.08M | 0.19% | +18,725 | New |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.09M | 0.11% | +1,610+9.4% | Added |
| Valley National Advisers Inc | 18,801 | $1.09M | 0.20% | +369+2.0% | Added |
| Gifford Fong Associates | 18,872 | $1.10M | 0.19% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $1.10M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,026 | $1.10M | 0.01% | +1,864+10.9% | Added |
| American National Insurance Co | 19,095 | $1.11M | 0.25% | −113,520−85.6% | Reduced |
| First National Trust Co | 19,234 | $1.12M | 0.06% | −1,188−5.8% | Reduced |
| Bradley Foster & Sargent Inc | 19,254 | $1.12M | 0.02% | +500+2.7% | Added |
| Sigma Planning Corp | 19,298 | $1.12M | 0.03% | −704−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 19,393 | $1.13M | 0.02% | 00.0% | Unchanged |
| JB Capital LLC | 19,669 | $1.14M | 0.11% | +2,718+16.0% | Added |
| ProVise Management Group, LLC | 19,774 | $1.15M | 0.10% | −100−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,859 | $1.15M | 0.11% | −1,071−5.1% | Reduced |
| Beacon Financial Group | 19,782 | $1.16M | 0.15% | −90.0% | Reduced |
| Leonteq Securities AG | 20,060 | $1.17M | 0.05% | −6,171−23.5% | Reduced |
| Hudson Portfolio Management LLC | 20,180 | $1.17M | 1.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20,194 | $1.17M | 0.02% | +501+2.5% | Added |
| Bartlett & Co. LLC | 20,194 | $1.17M | 0.02% | +501+2.5% | Added |
| Cullinan Associates Inc | 20,217 | $1.17M | 0.06% | −33,225−62.2% | Reduced |
| Pinz Capital Management, LP | 20,400 | $1.19M | 0.46% | +20,400 | New |
| Redpoint Investment Management Pty Ltd | 20,419 | $1.19M | 0.09% | −503−2.4% | Reduced |
| Paloma Partners Management Co | 20,427 | $1.19M | 0.04% | +20,427 | New |
| Wetherby Asset Management Inc | 20,453 | $1.19M | 0.07% | +1,135+5.9% | Added |
| Citizens Business Bank | 20,500 | $1.19M | 0.15% | 00.0% | Unchanged |
| Agf Investments Inc. | 20,646 | $1.20M | 0.01% | −2,189−9.6% | Reduced |
| Wedbush Securities Inc | 20,769 | $1.21M | 0.05% | −218−1.0% | Reduced |
| CPWM, LLC | 23,441 | $1.22M | 0.10% | 00.0% | Unchanged |
| Arjuna Capital | 20,946 | $1.22M | 0.45% | +46+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 21,057 | $1.22M | 0.05% | +330+1.6% | Added |
| Belpointe Asset Management LLC | 21,092 | $1.22M | 0.08% | −1,417−6.3% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $1.23M | 1.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 21,401 | $1.24M | 0.13% | −246−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 21,433 | $1.25M | 0.19% | −75−0.3% | Reduced |
| Gyon Technologies Capital Management, LP | 21,556 | $1.25M | 0.23% | +21,556 | New |
| Squarepoint Ops LLC | 21,578 | $1.25M | 0.01% | −87,894−80.3% | Reduced |
| Johnson Investment Counsel Inc | 21,583 | $1.25M | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 21,610 | $1.25M | 0.51% | −38,311−63.9% | Reduced |
| Stratos Wealth Partners, LTD. | 21,613 | $1.25M | 0.03% | +375+1.8% | Added |
| Integrated Wealth Concepts LLC | 21,828 | $1.27M | 0.04% | −78−0.4% | Reduced |
| Wesbanco Bank Inc | 21,872 | $1.27M | 0.05% | −133−0.6% | Reduced |
| Forum Financial Management, LP | 21,886 | $1.27M | 0.07% | +21,886 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 22,112 | $1.28M | 0.02% | −1,684−7.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,632 | $1.31M | 0.10% | −55−0.2% | Reduced |
| Weil Company, Inc. | 22,688 | $1.32M | 0.61% | +318+1.4% | Added |
| Centiva Capital, LP | 23,067 | $1.34M | 0.09% | +23,067 | New |
| Anchor Investment Management, LLC | 23,172 | $1.35M | 0.17% | +31+0.1% | Added |
| Donald L. Hagan, LLC | 23,242 | $1.35M | 0.70% | +462+2.0% | Added |
| Salem Investment Counselors Inc | 23,307 | $1.35M | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 23,396 | $1.36M | 0.10% | −108−0.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,436 | $1.36M | 0.04% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 23,480 | $1.36M | 1.12% | +77+0.3% | Added |
| Karpas Strategies, LLC | 23,509 | $1.36M | 0.44% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 23,513 | $1.37M | 0.32% | +23,513 | New |
| Carret Asset Management, LLC | 23,581 | $1.37M | 0.15% | −255−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 23,772 | $1.38M | 0.09% | −221−0.9% | Reduced |
| Ingalls & Snyder LLC | 23,796 | $1.38M | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 24,333 | $1.41M | 0.16% | +24,333 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 24,589 | $1.43M | 0.09% | −4,400−15.2% | Reduced |
| National Bank of Canada | 25,045 | $1.46M | 0.01% | +25,045 | New |
| Norinchukin Bank, The | 25,149 | $1.46M | 0.02% | −1,493−5.6% | Reduced |
| Argent Trust Co | 25,629 | $1.49M | 0.09% | +264+1.0% | Added |