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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 19,782 | $1.16M | 0.15% | −90.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,859 | $1.15M | 0.11% | −1,071−5.1% | Reduced |
| ProVise Management Group, LLC | 19,774 | $1.15M | 0.10% | −100−0.5% | Reduced |
| JB Capital LLC | 19,669 | $1.14M | 0.11% | +2,718+16.0% | Added |
| Compagnie Lombard Odier SCmA | 19,393 | $1.13M | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 19,298 | $1.12M | 0.03% | −704−3.5% | Reduced |
| Bradley Foster & Sargent Inc | 19,254 | $1.12M | 0.02% | +500+2.7% | Added |
| First National Trust Co | 19,234 | $1.12M | 0.06% | −1,188−5.8% | Reduced |
| American National Insurance Co | 19,095 | $1.11M | 0.25% | −113,520−85.6% | Reduced |
| Cresset Asset Management, LLC | 19,026 | $1.10M | 0.01% | +1,864+10.9% | Added |
| Bristol John W & Co Inc | 18,887 | $1.10M | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $1.10M | 0.19% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18,801 | $1.09M | 0.20% | +369+2.0% | Added |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.09M | 0.11% | +1,610+9.4% | Added |
| Hancock Whitney Investment Services Inc. | 18,725 | $1.08M | 0.19% | +18,725 | New |
| Sunesis Advisors, LLC | 18,436 | $1.07M | 0.79% | 00.0% | Unchanged |
| Strategic Investment Advisors | 18,369 | $1.07M | 0.21% | +369+2.1% | Added |
| Logan Capital Management Inc | 18,259 | $1.06M | 0.05% | +111+0.6% | Added |
| Mirova | 18,239 | $1.06M | 0.13% | −25,381−58.2% | Reduced |
| Laffer Tengler Investments | 18,190 | $1.06M | 0.31% | +1,882+11.5% | Added |
| IFG Advisory, LLC | 17,928 | $1.04M | 0.10% | +787+4.6% | Added |
| Schulhoff & Co Inc | 17,865 | $1.04M | 0.43% | +20.0% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $1.03M | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 17,688 | $1.03M | 0.35% | +269+1.5% | Added |
| American Research & Management Co. | 17,635 | $1.02M | 0.22% | 00.0% | Unchanged |
| Leisure Capital Management | 17,547 | $1.02M | 0.47% | +1,223+7.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 17,366 | $1.01M | 0.11% | −849−4.7% | Reduced |
| Cigna Investments Inc | 17,327 | $1.01M | 0.08% | −6,911−28.5% | Reduced |
| WealthTrust Axiom LLC | 17,241 | $1.00M | 0.32% | +10.0% | Added |
| Pitcairn Co | 17,147 | $996.0K | 0.06% | −35−0.2% | Reduced |
| FDx Advisors, Inc. | 17,110 | $994.0K | 0.03% | +286+1.7% | Added |
| CAPROCK Group, Inc. | 16,684 | $969.0K | 0.08% | −44−0.3% | Reduced |
| Regentatlantic Capital LLC | 16,624 | $966.0K | 0.03% | −386−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 16,592 | $964.0K | 0.21% | +37+0.2% | Added |
| Fulton Bank, N.A. | 16,579 | $963.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 16,480 | $957.0K | 0.01% | +428+2.7% | Added |
| Valmark Advisers, Inc. | 16,450 | $955.0K | 0.02% | −96−0.6% | Reduced |
| Metatron Capital SICAV plc | 16,400 | $952.5K | 0.91% | +16,400 | New |
| Beck Mack & Oliver LLC | 16,013 | $930.0K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 16,000 | $929.3K | 0.91% | +16,000 | New |
| Seeyond | 15,867 | $921.0K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15,694 | $911.0K | 0.19% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15,595 | $906.0K | 0.02% | −712−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 15,434 | $896.0K | 0.05% | +198+1.3% | Added |
| Oppenheimer Asset Management Inc. | 15,323 | $890.0K | 0.01% | +50+0.3% | 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 |
| GWM Advisors LLC | 15,053 | $874.0K | 0.01% | +389+2.7% | Added |
| 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 |
| Cornerstone Advisors, LLC | 15,000 | $871.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 14,860 | $863.0K | 0.50% | −200−1.3% | Reduced |
| Boston Family Office LLC | 14,845 | $862.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Tocqueville Asset Management L.P. | 14,789 | $859.0K | 0.01% | +34+0.2% | Added |
| Veriti Management LLC | 14,773 | $858.0K | 0.11% | −96−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 14,543 | $845.0K | 0.01% | −300−2.0% | Reduced |
| First Foundation Advisors | 14,540 | $844.0K | 0.03% | +497+3.5% | Added |
| Hilltop Holdings Inc. | 14,430 | $837.0K | 0.09% | +1,091+8.2% | Added |
| Mission Wealth Management, LP | 14,342 | $833.0K | 0.04% | +200+1.4% | Added |
| Laurel Wealth Advisors, Inc. | 14,206 | $825.0K | 0.06% | +14,206 | New |
| Nomura Holdings Inc | 14,190 | $824.0K | 0.00% | −12,736−47.3% | Reduced |
| United Capital Financial Advisers, LLC | 14,116 | $820.0K | 0.00% | −521−3.6% | Reduced |
| Desjardins Global Asset Management Inc. | 14,030 | $814.0K | 0.07% | +14,030 | New |
| 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 |
| Joel Isaacson & Co., LLC | 13,901 | $807.0K | 0.06% | 00.0% | Unchanged |
| Rathbone Brothers plc | 13,847 | $804.0K | 0.01% | +2,716+24.4% | Added |
| Sicart Associates LLC | 13,785 | $799.0K | 0.21% | 00.0% | Unchanged |
| Mma Asset Management LLC | 13,649 | $793.0K | 0.56% | +13,649 | New |
| Apollon Wealth Management, LLC | 13,563 | $788.0K | 0.06% | +6,726+98.4% | Added |
| Brookstone Capital Management | 12,346 | $770.0K | 0.01% | −3,338−21.3% | 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 |
| Farmers National Bank | 13,191 | $766.1K | 0.25% | −4,419−25.1% | Reduced |
| IBM Retirement Fund | 13,189 | $766.0K | 0.10% | −9,596−42.1% | Reduced |
| 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 |
| National Asset Management, Inc. | 13,108 | $762.0K | 0.02% | +3,047+30.3% | Added |
| Spire Wealth Management | 13,106 | $761.0K | 0.02% | +4,107+45.6% | 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 |
| Lincoln National Corp | 13,046 | $757.0K | 0.02% | +7+0.1% | Added |
| Pensionfund DSM Netherlands | 13,000 | $755.0K | 0.09% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 12,956 | $752.0K | 0.43% | +12,956 | New |
| Balentine LLC | 12,824 | $745.0K | 0.03% | +4,025+45.7% | Added |
| Fruth Investment Management | 12,700 | $737.0K | 0.20% | −200−1.6% | Reduced |
| Essex Financial Services, Inc. | 12,606 | $732.0K | 0.07% | −133−1.0% | Reduced |
| SkyView Investment Advisors, LLC | 11,464 | $731.0K | 0.16% | +3,760+48.8% | Added |
| Sculati Wealth Management, LLC | 12,570 | $730.0K | 0.35% | +4,955+65.1% | Added |
| Jacobi Capital Management LLC | 12,554 | $729.0K | 0.09% | −1,043−7.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,570 | $728.0K | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 12,500 | $726.0K | 0.10% | −1,500−10.7% | Reduced |
| Trust Co of Vermont | 12,460 | $724.0K | 0.05% | +150+1.2% | Added |
| 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 |
| Synovus Financial Corp | 12,360 | $718.0K | 0.01% | −32−0.3% | Reduced |
| First PREMIER Bank | 12,279 | $713.0K | 0.18% | 00.0% | Unchanged |