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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, Q4 2022

Institutional positions in Bank of New York Mellon Corp as of Dec 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
1,123
+111 vs. Q3 2022
Shares held
679.3M
+4.89M (+0.7%) vs. Q3 2022
Total value
$30.9B
+$4.89B (+18.8%) vs. Q3 2022
New holders
176
373 more added
Sold out
65
376 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,123 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 heldQ4 2022: $30.9B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2022.

Institutions holding BNY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pathway Financial Advisers, LLC1$230.00%+1New
Oliver Lagore Vanvalin Investment Group10$4550.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.12$5630.00%00.0%Unchanged
Kelly Financial Services LLC15$6600.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$6830.00%+15New
Centerpoint Advisors, LLC28$1.00K0.00%00.0%Unchanged
Montag A & Associates Inc30$1.37K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC39$1.77K0.00%+17+77.3%Added
Creative Capital Management Investments LLC36$2.00K0.00%+36New
Park Place Capital Corp34$2.00K0.00%+34New
Johnson Financial Group, Inc.44$2.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC48$2.19K0.00%+48New
Wolff Wiese Magana LLC50$2.28K0.00%−702−93.4%Reduced
Disciplined Investments, LLC57$2.60K0.00%+14+32.6%Added
Horan Securities, Inc.61$2.78K0.00%+61New
Financial Freedom, LLC62$2.82K0.00%+62New
My Personal CFO, LLC63$2.87K0.00%+63New
American National Bank62$3.00K0.00%−42−40.4%Reduced
Tucker Asset Management LLC70$3.20K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC71$3.23K0.00%00.0%Unchanged
SJS Investment Consulting Inc.80$3.63K0.00%+21+35.6%Added
Key Financial Inc100$3.85K0.00%00.0%Unchanged
Abound Wealth Management86$3.92K0.00%+40+87.0%Added
Steward Financial Group LLC97$4.00K0.00%+97New
Carolinas Wealth Consulting LLC92$4.19K0.00%00.0%Unchanged
Dark Forest Capital Management LP99$4.51K0.00%−344−77.7%Reduced
Retirement Financial Solutions, LLC99$4.51K0.00%+99New
Lansing Street Advisors108$4.93K0.00%+85+369.6%Added
Missouri Trust & Investment Co111$5.00K0.00%00.0%Unchanged
Addison Advisors LLC125$5.69K0.00%−350−73.7%Reduced
Tradewinds Capital Management, LLC126$5.74K0.00%+126New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.160$7.00K0.06%−160−50.0%Reduced
Independence Bank of Kentucky150$7.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC156$7.10K0.00%−200−56.2%Reduced
Global Trust Asset Management, LLC164$7.49K0.00%00.0%Unchanged
TCTC Holdings, LLC167$7.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC168$7.65K0.00%00.0%Unchanged
Colonial Trust Advisors172$7.83K0.00%+172New
Tortoise Investment Management, LLC175$7.97K0.00%00.0%Unchanged
Jones Financial Companies LLLP168$8.00K0.00%+168New
Luken Investment Analytics, LLC184$8.38K0.01%+184New
Schubert & Co186$8.47K0.01%−1−0.5%Reduced
Baker Avenue Asset Management, LP190$8.65K0.00%+190New
Heritage Wealth Management, LLC196$8.92K0.00%+130+197.0%Added
Pinnacle Bancorp, Inc.187$9.00K0.00%00.0%Unchanged
Core Alternative Capital205$9.33K0.00%00.0%Unchanged
Lee Financial Co211$9.61K0.00%00.0%Unchanged
Asset Dedication, LLC224$10.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.227$10.0K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC221$10.0K0.01%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.225$10.0K0.00%+225New
Bogart Wealth, LLC231$10.5K0.00%00.0%Unchanged
Red Tortoise LLC235$10.7K0.01%+235New
Macroview Investment Management LLC257$11.7K0.02%+257New
Pension & Wealth Management Advisors, Inc.279$12.7K0.01%+279New
PFS Partners, LLC283$12.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC295$13.0K0.00%−21−6.6%Reduced
South State Corp.297$13.5K0.00%00.0%Unchanged
Earnest Partners LLC299$13.6K0.00%00.0%Unchanged
Quarry LP299$13.6K0.01%+299New
Affiance Financial, LLC304$13.8K0.01%+304New
Dividend Assets Capital, LLC311$14.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.316$14.0K0.00%00.0%Unchanged
TSFG, LLC300$14.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC312$14.2K0.00%+12+4.0%Added
Cedar Mountain Advisors, LLC314$14.3K0.00%00.0%Unchanged
Piscataqua Savings Bank319$14.5K0.01%00.0%Unchanged
Salem Investment Counselors Inc327$14.9K0.00%+78+31.3%Added
Princeton Global Asset Management LLC337$15.0K0.00%00.0%Unchanged
Citizens National Bank Trust Department328$15.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.319$15.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC319$15.0K0.01%+3+0.9%Added
Hallmark Capital Management Inc330$15.0K0.00%00.0%Unchanged
Versant Capital Management, Inc330$15.0K0.01%+31+10.4%Added
New England Capital Financial Advisors LLC311$15.3K0.01%+311New
Gradient Investments LLC351$16.0K0.00%−451−56.2%Reduced
Atwood & Palmer Inc355$16.2K0.00%00.0%Unchanged
Rock Creek Group, LP364$16.6K0.00%−830−69.5%Reduced
Atlas Capital Advisors LLC382$17.4K0.00%00.0%Unchanged
PrairieView Partners, LLC401$18.0K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc400$18.2K0.01%00.0%Unchanged
Arcus Capital Partners, LLC400$18.2K0.01%+400New
Tfo-TDC, LLC559$18.5K0.00%+559New
Larson Financial Group LLC422$19.2K0.00%+217+105.9%Added
SOA Wealth Advisors, LLC.425$19.3K0.01%+4+1.0%Added
Bank of New Hampshire443$20.0K0.01%00.0%Unchanged
PEAK6 Investments LLC442$20.1K0.00%+442New
Bell Investment Advisors, Inc444$20.2K0.01%−7−1.6%Reduced
Elequin Capital LP478$21.8K0.01%+478New
JJJ Advisors Inc.467$22.5K0.01%−117−20.0%Reduced
Mark Sheptoff Financial Planning, LLC500$22.8K0.01%00.0%Unchanged
Sittner & Nelson, LLC500$22.8K0.01%+500New
American State Bank (Iowa)503$22.9K0.02%+503New
Tacita Capital Inc500$23.0K0.02%00.0%Unchanged
Aua Capital Management, LLC524$23.9K0.02%00.0%Unchanged
Canton Hathaway, LLC520$24.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC533$24.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC543$24.7K0.04%00.0%Unchanged
Washington Trust Co547$24.9K0.00%00.0%Unchanged
GeoWealth Management, LLC562$25.0K0.00%−75−11.8%Reduced