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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lansing Street Advisors | 3,132 | $151.0K | 0.10% | +3,132 | New |
| Sawyer & Company, Inc | 3,053 | $152.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,057 | $152.0K | 0.03% | +2,250+278.8% | Added |
| First Bank & Trust | 3,093 | $153.0K | 0.05% | −701−18.5% | Reduced |
| Resources Management Corp | 3,125 | $155.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,191 | $158.0K | 0.03% | +1,414+79.6% | Added |
| Ancora Advisors, LLC | 3,205 | $159.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,346 | $166.0K | 0.03% | +627+23.1% | Added |
| CKW Financial Group | 3,400 | $168.0K | 0.02% | +800+30.8% | Added |
| Brewin Dolphin Wealth Management Ltd | 3,400 | $169.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,404 | $169.0K | 0.01% | +200+6.2% | Added |
| Hudock, Inc. | 3,557 | $176.0K | 0.05% | +17+0.5% | Added |
| Penserra Capital Management LLC | 3,631 | $180.0K | 0.00% | +282+8.4% | Added |
| City State Bank | 3,646 | $181.0K | 0.11% | +25+0.7% | Added |
| Concord Wealth Partners | 3,638 | $181.0K | 0.05% | +416+12.9% | Added |
| Tobam | 3,649 | $181.0K | 0.01% | +1,301+55.4% | Added |
| Leonteq Securities AG | 3,655 | $181.4K | 0.01% | −16,405−81.8% | Reduced |
| Norway Savings Bank | 3,672 | $182.0K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,721 | $185.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,797 | $188.0K | 0.02% | +135+3.7% | Added |
| Krane Funds Advisors LLC | 3,877 | $192.0K | 0.01% | +143+3.8% | Added |
| Hall Laurie J Trustee | 3,970 | $197.0K | 0.08% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 4,037 | $200.0K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,035 | $200.0K | 0.04% | +213+5.6% | Added |
| Chemistry Wealth Management LLC | 4,023 | $200.0K | 0.07% | +494+14.0% | Added |
| Radnor Capital Management, LLC | 4,045 | $201.0K | 0.05% | 00.0% | Unchanged |
| Fractal Investments LLC | 4,064 | $202.0K | 0.06% | −12−0.3% | Reduced |
| Integrated Advisors Network LLC | 4,074 | $202.0K | 0.01% | +121+3.1% | Added |
| Kaizen Financial Strategies | 4,090 | $203.0K | 0.16% | −310−7.0% | Reduced |
| CX Institutional | 4,132 | $205.0K | 0.02% | +4,132 | New |
| J.W. Cole Advisors, Inc. | 4,149 | $206.0K | 0.01% | −60−1.4% | Reduced |
| Mycio Wealth Partners, LLC | 4,156 | $206.0K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,174 | $207.0K | 0.02% | −24−0.6% | Reduced |
| Peddock Capital Advisors, LLC | 4,180 | $207.0K | 0.07% | 00.0% | Unchanged |
| Bank of Hawaii | 4,173 | $207.0K | 0.01% | +58+1.4% | Added |
| Sepio Capital, LP | 4,213 | $209.0K | 0.02% | −27,499−86.7% | Reduced |
| Capstone Financial Advisors, Inc. | 4,205 | $209.0K | 0.02% | −230−5.2% | Reduced |
| Sunflower Bank, N.A. | 4,217 | $209.0K | 0.03% | −206−4.7% | Reduced |
| Paragon Capital Management Ltd | 4,219 | $209.0K | 0.04% | +140+3.4% | Added |
| Appleton Partners Inc | 4,225 | $210.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 4,245 | $211.0K | 0.00% | −291−6.4% | Reduced |
| Simmons Bank | 4,254 | $211.0K | 0.02% | −100−2.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,273 | $212.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,294 | $213.0K | 0.00% | −133−3.0% | Reduced |
| Buckley Wealth Management, LLC | 4,293 | $213.0K | 0.06% | +4,293 | New |
| First Commonwealth Financial Corp | 4,315 | $214.0K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,313 | $214.0K | 0.01% | +4,313 | New |
| Welch Group, LLC | 4,336 | $215.0K | 0.01% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 4,352 | $216.0K | 0.16% | −725,648−99.4% | Reduced |
| West Family Investments, Inc. | 4,348 | $216.0K | 0.06% | −161−3.6% | Reduced |
| Boston Trust Walden Corp | 4,350 | $216.0K | 0.00% | +100+2.4% | Added |
| Windsor Group LTD | 4,496 | $217.0K | 0.04% | +16+0.4% | Added |
| Boenning & Scattergood, Inc. | 4,366 | $217.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,365 | $217.0K | 0.02% | +1,432+48.8% | Added |
| Haverford Trust Co | 4,401 | $218.0K | 0.00% | −5,194−54.1% | Reduced |
| V Wealth Advisors LLC | 4,386 | $218.0K | 0.03% | +357+8.9% | Added |
| Beirne Wealth Consulting Services, LLC | 4,405 | $219.0K | 0.12% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,406 | $219.0K | 0.07% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 4,439 | $220.0K | 0.01% | −2,400−35.1% | Reduced |
| Brighton Jones LLC | 4,431 | $220.0K | 0.01% | −261−5.6% | Reduced |
| NuWave Investment Management, LLC | 4,430 | $220.0K | 0.30% | +4,430 | New |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $221.0K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,474 | $221.0K | 0.03% | +4,474 | New |
| Sax Wealth Advisors, LLC | 4,481 | $222.0K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,479 | $222.0K | 0.08% | +202+4.7% | Added |
| TCI Wealth Advisors, Inc. | 4,490 | $223.0K | 0.03% | −646−12.6% | Reduced |
| Central Trust Co | 4,484 | $223.0K | 0.01% | −25−0.6% | Reduced |
| RKL Wealth Management LLC | 4,485 | $223.0K | 0.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,525 | $225.0K | 0.12% | −95−2.1% | Reduced |
| Girard Partners Ltd. | 4,548 | $225.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,540 | $225.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,581 | $227.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 4,572 | $227.0K | 0.08% | +4,572 | New |
| Burke & Herbert Bank & Trust Co | 4,602 | $229.0K | 0.15% | −792−14.7% | Reduced |
| Proequities, Inc. | 4,661 | $231.0K | 0.02% | −173−3.6% | Reduced |
| Wade G W & Inc | 4,648 | $231.0K | 0.01% | +7+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 4,666 | $231.6K | 0.11% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,667 | $232.0K | 0.12% | 00.0% | Unchanged |
| Shelton Capital Management | 4,700 | $233.0K | 0.01% | −490−9.4% | Reduced |
| Well Done, LLC | 4,697 | $233.0K | 0.05% | +48+1.0% | Added |
| City Holding Co | 4,698 | $233.0K | 0.04% | −75−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 4,717 | $234.0K | 0.02% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $237.0K | 0.01% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,780 | $237.0K | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,782 | $237.0K | 0.01% | +9+0.2% | Added |
| Meridian Wealth Management, LLC | 4,800 | $238.0K | 0.03% | −1,398−22.6% | Reduced |
| Abundance Wealth Counselors | 4,813 | $239.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 4,847 | $241.0K | 0.13% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,860 | $241.0K | 0.07% | +160+3.4% | Added |
| Ellsworth Advisors, LLC | 5,148 | $242.0K | 0.09% | +37+0.7% | Added |
| Vivaldi Capital Management, LLC | 5,693 | $247.0K | 0.06% | −8−0.1% | Reduced |
| Colony Group LLC | 4,984 | $247.0K | 0.00% | +1,085+27.8% | Added |
| Van Strum & Towne Inc. | 5,000 | $248.0K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $248.0K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,988 | $248.0K | 0.01% | +827+19.9% | Added |
| Modera Wealth Management, LLC | 5,014 | $249.0K | 0.01% | −3,575−41.6% | Reduced |
| Arete Wealth Advisors, LLC | 5,020 | $249.0K | 0.02% | +866+20.8% | Added |
| Private Capital Group, LLC | 5,040 | $250.0K | 0.06% | −140−2.7% | Reduced |
| NinePointTwo Capital | 5,084 | $252.0K | 0.07% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,110 | $254.0K | 0.01% | −500−8.9% | Reduced |