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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, Q1 2022

Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2022. 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
1,143
+7 vs. Q4 2021
Shares held
677.0M
+305.4K (0.0%) vs. Q4 2021
Total value
$33.6B
−$5.69B (−14.5%) vs. Q4 2021
New holders
119
402 more added
Sold out
112
390 more reduced

18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 1,143 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ1 2022: $33.6B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2021.

Institutions holding BNY in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Curi Capital3$00.00%00.0%Unchanged
CFS Investment Advisory Services, LLC15,584$00.00%+15,584New
Oliver Lagore Vanvalin Investment Group10$00.00%+10New
WestEnd Advisors, LLC–$4460.00%––
Kelly Financial Services LLC15$7200.00%00.0%Unchanged
Montag A & Associates Inc30$1.00K0.00%−754−96.2%Reduced
Dixon Hughes Goodman Wealth Advisors LLC26$1.00K0.00%−174−87.0%Reduced
Lenox Wealth Advisors, LLC14$1.00K0.00%−26−65.0%Reduced
Centerpoint Advisors, LLC28$1.00K0.00%00.0%Unchanged
Surevest, LLC17$1.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC22$1.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$1.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.15$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$1.00K0.00%+8+61.5%Added
Sandy Cove Advisors, LLC12$1.00K0.00%00.0%Unchanged
Marquette Asset Management, LLC11$1.00K0.00%+11New
Johnson Financial Group, Inc.44$2.00K0.00%−947−95.6%Reduced
Schubert & Co45$2.00K0.00%−18−28.6%Reduced
Pittenger & Anderson Inc37$2.00K0.00%+37New
Moisand Fitzgerald Tamayo, LLC42$2.00K0.00%+42New
Sierra Capital LLC51$3.00K0.00%−37−42.0%Reduced
GW&K Investment Management, LLC62$3.00K0.00%+62New
Heritage Wealth Management, LLC66$3.00K0.00%+66New
Tucker Asset Management LLC70$3.47K0.00%−130−65.0%Reduced
Essex Investment Management Co LLC84$4.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC80$4.00K0.00%+8+11.1%Added
Ci Investments Inc.92$5.00K0.00%−7−7.1%Reduced
Key Financial Inc100$5.00K0.00%00.0%Unchanged
Cordant, Inc.95$5.00K0.00%+95New
Missouri Trust & Investment Co111$6.00K0.00%00.0%Unchanged
Altshuler Shaham Ltd113$6.00K0.00%+113New
Disciplined Investments, LLC114$6.00K0.00%+114New
St. James Investment Advisors, LLC120$6.00K0.00%+120New
Independence Bank of Kentucky150$7.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.143$7.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC144$7.00K0.00%00.0%Unchanged
Core Alternative Capital146$7.00K0.00%+121+484.0%Added
TD Ameritrade Investment Management, LLC149$7.00K0.00%+149New
Tevis Investment Management158$8.00K0.01%00.0%Unchanged
TCTC Holdings, LLC167$8.00K0.00%+167New
Spectrum Management Group, LLC167$8.00K0.00%+167New
Raffa Wealth Management, LLC168$8.34K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC188$9.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.187$9.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC175$9.00K0.00%00.0%Unchanged
Rock Creek Group, LP195$10.0K0.00%−143−42.3%Reduced
HC Financial Advisors Inc200$10.0K0.01%00.0%Unchanged
Lee Financial Co200$10.0K0.00%00.0%Unchanged
Larson Financial Group LLC204$10.0K0.00%00.0%Unchanged
Vectors Research Management, LLC200$10.0K0.00%00.0%Unchanged
Creative Financial Designs Inc210$10.0K0.00%+51+32.1%Added
Siena Capital LLC200$10.0K0.01%+200New
Baron Financial Group, LLC208$10.3K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC215$11.0K0.00%−270−55.7%Reduced
Massmutual Trust Co FSB219$11.0K0.00%−1−0.5%Reduced
Asset Dedication, LLC224$11.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.227$11.0K0.00%00.0%Unchanged
Bogart Wealth, LLC231$11.0K0.00%00.0%Unchanged
Spartan Planning & Wealth Management212$11.0K0.01%+212New
Salem Investment Counselors Inc249$12.0K0.00%−23,058−98.9%Reduced
De Burlo Group Inc250$12.4K0.00%+250New
HBC Financial Services, PLLC311$13.0K0.01%+2+0.6%Added
Loomis Sayles & Co L P256$13.0K0.00%+256New
Sound Income Strategies, LLC286$14.0K0.00%00.0%Unchanged
PFS Partners, LLC283$14.0K0.01%00.0%Unchanged
Tarbox Family Office, Inc.300$15.0K0.00%−65−17.8%Reduced
South State Corp.297$15.0K0.00%−23−7.2%Reduced
SRS Capital Advisors, Inc.311$15.0K0.00%00.0%Unchanged
Earnest Partners LLC299$15.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC300$15.0K0.00%00.0%Unchanged
Versant Capital Management, Inc298$15.0K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.298$15.0K0.01%+298New
Certified Advisory Corp295$15.0K0.00%+295New
Aquatic Capital Management LLC300$15.0K0.02%+300New
Endurance Wealth Management, Inc.316$16.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC314$16.0K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.320$16.0K0.01%+320New
Princeton Global Asset Management LLC337$17.0K0.00%00.0%Unchanged
Addison Advisors LLC350$17.0K0.01%+350New
Atlas Capital Advisors LLC361$17.9K0.00%00.0%Unchanged
Gemmer Asset Management LLC365$18.0K0.00%+11+3.1%Added
Sugarloaf Wealth Management, LLC356$18.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC365$18.0K0.00%+69+23.3%Added
West Branch Capital LLC355$18.0K0.01%+175+97.2%Added
Win Advisors, Inc391$19.0K0.00%+391New
Washington Trust Co400$20.0K0.00%−850−68.0%Reduced
Kelly Lawrence W & Associates Inc400$20.0K0.00%00.0%Unchanged
PrairieView Partners, LLC401$20.0K0.00%00.0%Unchanged
Gradient Investments LLC427$21.0K0.00%−169−28.4%Reduced
Archer Investment Corp436$21.6K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.443$22.0K0.00%+16+3.7%Added
Riverview Trust Co460$23.0K0.02%+460New
GeoWealth Management, LLC492$24.0K0.00%+6+1.2%Added
High Net Worth Advisory Group LLC500$25.0K0.01%00.0%Unchanged
Baldwin Brothers Inc516$26.0K0.00%00.0%Unchanged
Aua Capital Management, LLC524$26.0K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC543$27.0K0.03%00.0%Unchanged
MV Capital Management, Inc.541$27.0K0.00%+40+8.0%Added
Arlington Partners LLC588$29.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC609$30.0K0.01%+3+0.5%Added