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 |
|---|---|---|---|---|---|
| Loudon Investment Management, LLC | 19,302 | $744.0K | 0.59% | −10,900−36.1% | Reduced |
| Mission Wealth Management, LP | 19,307 | $744.0K | 0.04% | −595−3.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 19,382 | $747.0K | 0.12% | −1,191−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 19,430 | $748.0K | 0.03% | +7,598+64.2% | Added |
| Bartlett & Co. Wealth Management LLC | 19,440 | $748.8K | 0.02% | −574−2.9% | Reduced |
| Wedbush Securities Inc | 19,455 | $749.0K | 0.04% | −619−3.1% | Reduced |
| Bartlett & Co. LLC | 19,440 | $749.0K | 0.02% | −574−2.9% | Reduced |
| Leisure Capital Management | 19,443 | $749.0K | 0.45% | +487+2.6% | Added |
| FDx Advisors, Inc. | 19,622 | $756.0K | 0.03% | +1,920+10.8% | Added |
| Prelude Capital Management, LLC | 19,968 | $769.0K | 0.04% | +19,968 | New |
| Ascent Wealth Partners, LLC | 19,984 | $770.0K | 0.18% | −2,048−9.3% | Reduced |
| Lebenthal Global Advisors, LLC | 20,079 | $773.0K | 0.35% | −4,291−17.6% | Reduced |
| Archford Capital Strategies, LLC | 20,276 | $781.0K | 0.20% | +762+3.9% | Added |
| Integrated Wealth Concepts LLC | 20,542 | $791.0K | 0.03% | −611−2.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,587 | $793.0K | 0.04% | −255−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 20,743 | $799.0K | 0.35% | +2,220+12.0% | Added |
| Bessemer Group Inc | 20,891 | $805.0K | 0.00% | +4,626+28.4% | Added |
| Hudson Portfolio Management LLC | 20,955 | $807.0K | 0.95% | 00.0% | Unchanged |
| Prudential PLC | 21,074 | $812.0K | 0.01% | +2,422+13.0% | Added |
| Logan Capital Management Inc | 21,164 | $815.0K | 0.05% | +1,492+7.6% | Added |
| Blair William & Co | 21,181 | $816.0K | 0.00% | −3,128−12.9% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $818.0K | 0.90% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 21,301 | $821.0K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 21,501 | $828.0K | 0.00% | −247,810−92.0% | Reduced |
| Pathstone Family Office, LLC | 21,515 | $828.4K | 0.02% | +503+2.4% | Added |
| Sculati Wealth Management, LLC | 21,555 | $830.0K | 0.49% | +220+1.0% | Added |
| ProVise Management Group, LLC | 21,602 | $832.0K | 0.09% | −304−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,612 | $832.0K | 0.08% | +686+3.3% | Added |
| CAPROCK Group, Inc. | 21,962 | $846.0K | 0.08% | −311−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,093 | $851.0K | 0.05% | −903−3.9% | Reduced |
| Forum Financial Management, LP | 22,209 | $855.0K | 0.04% | 00.0% | Unchanged |
| AXS Investments LLC | 22,401 | $863.0K | 0.34% | −507−2.2% | Reduced |
| Tudor Investment Corp Et Al | 22,516 | $867.0K | 0.02% | +22,516 | New |
| CIBC World Markets Inc. | 22,636 | $872.0K | 0.00% | −322−1.4% | Reduced |
| Karpas Strategies, LLC | 22,756 | $877.0K | 0.33% | +88+0.4% | Added |
| Credit Agricole S A | 22,774 | $877.0K | 0.03% | +383+1.7% | Added |
| Ergoteles LLC | 22,759 | $877.0K | 0.03% | +22,759 | New |
| Robinson Value Management, Ltd. | 22,891 | $882.0K | 0.88% | +72+0.3% | Added |
| Anchor Investment Management, LLC | 22,993 | $885.7K | 0.14% | −151−0.7% | Reduced |
| Aquatic Capital Management LLC | 23,000 | $886.0K | 0.09% | +17,900+351.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,105 | $890.0K | 0.06% | +6,775+41.5% | Added |
| CenterBook Partners LP | 23,161 | $892.0K | 0.17% | +5,033+27.8% | Added |
| World Equity Group, Inc. | 23,336 | $898.9K | 0.23% | +8,175+53.9% | Added |
| Ferguson Wellman Capital Management, Inc | 23,336 | $899.0K | 0.04% | −1,250−5.1% | Reduced |
| First National Trust Co | 23,477 | $904.0K | 0.05% | +4,377+22.9% | Added |
| Vaughan David Investments LLC | 23,537 | $907.0K | 0.03% | −3,581−13.2% | Reduced |
| Fort Pitt Capital Group, LLC | 23,606 | $909.0K | 0.04% | −32,266−57.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,774 | $916.0K | 0.12% | +995+4.4% | Added |
| Ingalls & Snyder LLC | 23,796 | $917.0K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,885 | $920.0K | 0.12% | +573+2.5% | Added |
| Advisor Partners II, LLC | 23,894 | $920.0K | 0.07% | +23,894 | New |
| Quantamental Technologies LLC | 23,899 | $921.0K | 0.36% | +23,899 | New |
| Balentine LLC | 24,003 | $925.0K | 0.04% | −1,994−7.7% | Reduced |
| Pitcairn Co | 24,089 | $928.0K | 0.10% | +1,240+5.4% | Added |
| Sound Income Strategies, LLC | 24,134 | $930.0K | 0.14% | +23,848+8,338.5% | Added |
| IFG Advisory, LLC | 24,182 | $931.0K | 0.08% | +5,703+30.9% | Added |
| Arjuna Capital | 24,351 | $938.0K | 0.46% | +24,351 | New |
| Vident Investment Advisory, LLC | 25,921 | $942.0K | 0.03% | +3,783+17.1% | Added |
| Stratos Wealth Partners, LTD. | 24,524 | $945.0K | 0.03% | −647−2.6% | Reduced |
| Rothschild Investment Corp | 24,520 | $945.0K | 0.09% | +1,171+5.0% | Added |
| Fiera Capital Corp | 25,275 | $967.0K | 0.00% | +352+1.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 25,144 | $969.0K | 0.04% | −18,519−42.4% | Reduced |
| Carret Asset Management, LLC | 25,201 | $971.0K | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 25,228 | $972.0K | 0.09% | −93−0.4% | Reduced |
| Gsa Capital Partners LLP | 25,283 | $974.0K | 0.13% | +25,283 | New |
| Ashton Thomas Private Wealth, LLC | 25,468 | $981.0K | 0.11% | +19,029+295.5% | Added |
| Wetherby Asset Management Inc | 25,531 | $983.0K | 0.07% | −633−2.4% | Reduced |
| PGGM Investments | 25,638 | $988.0K | 0.02% | +25,638 | New |
| Intercontinental Wealth Advisors, LLC | 26,335 | $1.01M | 0.32% | +126+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,353 | $1.01M | 0.09% | +962+3.8% | Added |
| Ritholtz Wealth Management | 26,350 | $1.01M | 0.05% | +4,474+20.5% | Added |
| True North Advisors, LLC | 26,407 | $1.02M | 0.33% | 00.0% | Unchanged |
| United Services Automobile Association | 27,086 | $1.04M | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27,212 | $1.05M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 27,312 | $1.05M | 0.03% | −2,390−8.0% | Reduced |
| Evergreen Capital Management LLC | 27,629 | $1.06M | 0.06% | −26−0.1% | Reduced |
| Kanawha Capital Management LLC | 28,459 | $1.10M | 0.12% | −3,566−11.1% | Reduced |
| Neville Rodie & Shaw Inc | 28,457 | $1.10M | 0.11% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 28,442 | $1.10M | 0.11% | +28,442 | New |
| Veritable, L.P. | 28,979 | $1.12M | 0.02% | −7,483−20.5% | Reduced |
| Tredje AP-fonden | 29,168 | $1.12M | 0.02% | −41,249−58.6% | Reduced |
| Lido Advisors, LLC | 29,314 | $1.13M | 0.02% | +22,413+324.8% | Added |
| Avantax Advisory Services, Inc. | 29,420 | $1.13M | 0.02% | +7,854+36.4% | Added |
| Edgewood Management LLC | 29,704 | $1.14M | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 29,837 | $1.15M | 0.02% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 29,866 | $1.15M | 0.01% | −2,688−8.3% | Reduced |
| We Are One Seven, LLC | 8,180 | $1.16M | 0.11% | +2,894+54.7% | Added |
| SNS Financial Group, LLC | 30,234 | $1.16M | 0.17% | +127+0.4% | Added |
| Cove Street Capital, LLC | 30,415 | $1.17M | 0.33% | −5,000−14.1% | Reduced |
| Peapack Gladstone Financial Corp | 30,872 | $1.19M | 0.02% | −2,128−6.4% | Reduced |
| Argent Trust Co | 31,116 | $1.20M | 0.09% | +3,911+14.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 31,462 | $1.21M | 0.38% | −2,237−6.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,751 | $1.22M | 0.20% | −6,600−17.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.24M | 0.60% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 32,954 | $1.27M | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 33,127 | $1.28M | 0.27% | −700−2.1% | Reduced |
| Moors & Cabot, Inc. | 33,223 | $1.28M | 0.10% | +707+2.2% | Added |
| Dean Investment Associates, LLC | 33,297 | $1.28M | 0.26% | +70+0.2% | Added |
| E. Ohman J:or Asset Management AB | 33,353 | $1.28M | 0.06% | −3,600−9.7% | Reduced |
| Commerce Bank | 33,564 | $1.29M | 0.01% | −2,398−6.7% | Reduced |