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, Q3 2022
Institutional positions in Bank of New York Mellon Corp as of Sep 30, 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
- 1,031
- −11 vs. Q2 2022
- Shares held
- 678.0M
- +719.9K (+0.1%) vs. Q2 2022
- Total value
- $26.1B
- −$2.12B (−7.5%) vs. Q2 2022
- New holders
- 79
- 390 more added
- Sold out
- 90
- 357 more reduced
13 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 12,932 | $0 | 0.00% | +6,742+108.9% | Added |
| Carmichael Hill & Associates, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $559 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | +19 | New |
| Selective Wealth Management, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Abound Wealth Management | 46 | $1.78K | 0.00% | +46 | New |
| Cetera Investment Advisers | 59,578 | $2.00K | 0.00% | +23,592+65.6% | Added |
| Cutler Group LP | 62 | $2.00K | 0.00% | −5,868−99.0% | Reduced |
| Johnson Financial Group, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 62 | $2.00K | 0.00% | +62 | New |
| FourThought Financial, LLC | 59 | $2.00K | 0.00% | +59 | New |
| SJS Investment Consulting Inc. | 59 | $2.00K | 0.00% | +59 | New |
| Tucker Asset Management LLC | 70 | $2.95K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 92 | $4.00K | 0.00% | +20+27.8% | Added |
| American National Bank | 104 | $4.00K | 0.00% | +104 | New |
| Creative Financial Designs Inc | 137 | $5.00K | 0.00% | −74−35.1% | Reduced |
| Crewe Advisors LLC | 128 | $5.00K | 0.00% | +128 | New |
| TCTC Holdings, LLC | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence First Trust Co | 150 | $6.00K | 0.00% | +150 | New |
| Raffa Wealth Management, LLC | 168 | $6.47K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 187 | $7.00K | 0.01% | +57+43.8% | Added |
| Lee Financial Co | 211 | $8.00K | 0.00% | −86−29.0% | Reduced |
| Westside Investment Management, Inc. | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 205 | $8.00K | 0.00% | +1+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $8.00K | 0.00% | +221 | New |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | −133−36.5% | Reduced |
| Asset Dedication, LLC | 224 | $9.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $10.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 297 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 311 | $12.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 316 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 320 | $12.0K | 0.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 319 | $12.0K | 0.00% | +14+4.6% | Added |
| SRS Capital Advisors, Inc. | 311 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 314 | $12.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 316 | $12.0K | 0.01% | +3+1.0% | Added |
| Piscataqua Savings Bank | 319 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 299 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 299 | $12.0K | 0.00% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 316 | $12.0K | 0.00% | +69+27.9% | Added |
| Riverview Trust Co | 301 | $12.0K | 0.01% | +301 | New |
| TSFG, LLC | 300 | $12.0K | 0.01% | +300 | New |
| Citizens National Bank Trust Department | 328 | $13.0K | 0.00% | −499−60.3% | Reduced |
| Hallmark Capital Management Inc | 330 | $13.0K | 0.00% | −47−12.5% | Reduced |
| Princeton Global Asset Management LLC | 337 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 355 | $14.0K | 0.00% | −700−66.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 356 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $14.7K | 0.00% | −183−32.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 401 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 400 | $15.0K | 0.00% | +400 | New |
| SOA Wealth Advisors, LLC. | 421 | $16.0K | 0.00% | −20−4.5% | Reduced |
| Bell Investment Advisors, Inc | 451 | $17.0K | 0.01% | −12−2.6% | Reduced |
| Bank of New Hampshire | 443 | $17.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 443 | $17.0K | 0.00% | +443 | New |
| Addison Advisors LLC | 475 | $18.0K | 0.01% | +125+35.7% | Added |
| Brown Brothers Harriman & Co | 504 | $19.0K | 0.00% | −281−35.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 502 | $19.0K | 0.00% | +166+49.4% | Added |
| Baldwin Brothers Inc | 516 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 524 | $20.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 520 | $20.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 540 | $21.0K | 0.00% | −85−13.6% | Reduced |
| FSC Wealth Advisors, LLC | 543 | $21.0K | 0.20% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 533 | $21.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 547 | $21.0K | 0.00% | +147+36.8% | Added |
| Harbor Investment Advisory, LLC | 579 | $22.0K | 0.00% | −45−7.2% | Reduced |
| Win Advisors, Inc | 575 | $22.0K | 0.01% | −8−1.4% | Reduced |
| JJJ Advisors Inc. | 584 | $23.0K | 0.01% | −327−35.9% | Reduced |
| Ellis Investment Partners, LLC | 618 | $23.0K | 0.01% | +104+20.2% | Added |
| GeoWealth Management, LLC | 637 | $24.0K | 0.00% | +102+19.1% | Added |
| McClarren Financial Advisors, Inc. | 632 | $24.0K | 0.02% | +632 | New |
| Evoke Wealth, LLC | 654 | $25.0K | 0.00% | −6−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 678 | $26.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 666 | $26.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 692 | $26.0K | 0.03% | +394+132.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 689 | $26.0K | 0.00% | +689 | New |
| RWM Asset Management, LLC | 700 | $27.0K | 0.01% | 00.0% | Unchanged |