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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 568 | $26.0K | 0.00% | +66+13.1% | Added |
| Harbor Investment Advisory, LLC | 579 | $26.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 601 | $27.4K | 0.00% | −150−20.0% | Reduced |
| Oakworth Capital, Inc. | 610 | $27.8K | 0.00% | −1,650−73.0% | Reduced |
| McClarren Financial Advisors, Inc. | 634 | $28.0K | 0.03% | +2+0.3% | Added |
| Zions Bancorporation, N.A. | 644 | $29.3K | 0.00% | −468−42.1% | Reduced |
| Win Advisors, Inc | 647 | $29.4K | 0.01% | +72+12.5% | Added |
| Bromfield Sneider Wealth Advisors | 666 | $30.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $30.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 678 | $31.0K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 695 | $31.6K | 0.01% | +695 | New |
| West Paces Advisors Inc. | 707 | $32.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 674 | $33.0K | 0.01% | +674 | New |
| Bollard Group LLC | 728 | $33.0K | 0.00% | +3+0.4% | Added |
| Caldwell Trust Co | 741 | $33.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 744 | $34.0K | 0.01% | −791−51.5% | Reduced |
| MV Capital Management, Inc. | 747 | $34.0K | 0.01% | +207+38.3% | Added |
| Silvant Capital Management LLC | 774 | $35.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 778 | $35.4K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 797 | $36.3K | 0.02% | +797 | New |
| Plante Moran Financial Advisors, LLC | 800 | $36.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 800 | $36.4K | 0.00% | +800 | New |
| EverSource Wealth Advisors, LLC | 820 | $37.3K | 0.01% | −128−13.5% | Reduced |
| Clean Yield Group | 833 | $37.9K | 0.02% | −1,300−60.9% | Reduced |
| Farther Finance Advisors, LLC | 859 | $39.1K | 0.02% | +859 | New |
| Hazlett, Burt & Watson, Inc. | 854 | $40.0K | 0.04% | +162+23.4% | Added |
| RWM Asset Management, LLC | 883 | $40.2K | 0.01% | +183+26.1% | Added |
| Baystate Wealth Management LLC | 945 | $43.0K | 0.00% | +8+0.9% | Added |
| Hexagon Capital Partners LLC | 955 | $43.5K | 0.01% | −503−34.5% | Reduced |
| Global Financial Private Client, LLC | 981 | $44.7K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 984 | $44.8K | 0.00% | −170−14.7% | Reduced |
| Mendota Financial Group, LLC | 992 | $45.2K | 0.06% | +992 | New |
| Coppell Advisory Solutions LLC | 999 | $45.5K | 0.02% | +999 | New |
| Coppell Advisory Solutions Corp. | 999 | $45.5K | 0.02% | +999 | New |
| Bourgeon Capital Management LLC | 1,000 | $45.5K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 1,000 | $45.5K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $46.0K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 1,042 | $47.0K | 0.01% | +142+15.8% | Added |
| First Command Financial Services, Inc. | 1,042 | $47.0K | 0.01% | +142+15.8% | Added |
| Legend Financial Advisors, Inc. | 1,036 | $47.2K | 0.04% | −600−36.7% | Reduced |
| TAM Capital Management Inc. | 1,036,177 | $47.2K | 36.64% | +1,036,177 | New |
| Stonebridge Capital Advisors LLC | 1,053 | $47.9K | 0.01% | +1+0.1% | Added |
| Global Retirement Partners, LLC | 1,086 | $49.4K | 0.00% | −370−25.4% | Reduced |
| Pflug Koory, LLC | 1,095 | $50.0K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $50.1K | 0.04% | −200−15.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $50.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,166 | $53.1K | 0.00% | −461−28.3% | Reduced |
| Lindbrook Capital, LLC | 1,169 | $53.2K | 0.01% | −298−20.3% | Reduced |
| CoreFirst Bank & Trust | 1,170 | $53.3K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 1,194 | $54.4K | 0.00% | −21,580−94.8% | Reduced |
| Phocas Financial Corp. | 1,200 | $54.6K | 0.01% | +1,200 | New |
| AllSquare Wealth Management LLC | 1,203 | $54.8K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,216 | $55.0K | 0.01% | +125+11.5% | Added |
| Sargent Bickham Lagudis LLC | 1,250 | $56.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,268 | $58.0K | 0.00% | −150−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,531 | $59.0K | 0.00% | +185+13.7% | Added |
| AM Squared Ltd | 1,300 | $59.2K | 0.04% | +1,300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,311 | $59.7K | 0.00% | +622+90.3% | Added |
| FinTrust Capital Advisors, LLC | 1,395 | $63.5K | 0.02% | +601+75.7% | Added |
| Glassman Wealth Services | 1,418 | $64.6K | 0.01% | −417−22.7% | Reduced |
| Focused Wealth Management, Inc | 1,431 | $65.1K | 0.01% | +6+0.4% | Added |
| Comerica Securities,inc. | 1,439 | $65.5K | 0.00% | +1,439 | New |
| Norwood Financial Corp | 1,444 | $65.7K | 0.10% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,485 | $67.6K | 0.02% | −210−12.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,513 | $68.9K | 0.02% | +1,513 | New |
| Cohen & Steers, Inc. | 1,513 | $69.0K | 0.00% | +1,513 | New |
| Twin Tree Management, LP | 1,560 | $71.0K | 0.00% | −105−6.3% | Reduced |
| Sawyer & Company, Inc | 1,589 | $72.0K | 0.04% | −1,464−48.0% | Reduced |
| Romano Brothers and Company | 1,605 | $73.1K | 0.01% | +1,605 | New |
| United Community Bank | 1,634 | $74.4K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,694 | $77.0K | 0.03% | −6−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,723 | $78.4K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,724 | $78.5K | 0.00% | +1,724 | New |
| Rosenberg Matthew Hamilton | 1,745 | $79.4K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,770 | $80.6K | 0.01% | +1,770 | New |
| Institutional & Family Asset Management, LLC | 1,790 | $81.5K | 0.01% | −207−10.4% | Reduced |
| Community Bank, N.A. | 1,881 | $85.6K | 0.01% | −34−1.8% | Reduced |
| GWM Advisors LLC | 17,208 | $88.9K | 0.00% | +1,691+10.9% | Added |
| Prestige Wealth Management Group LLC | 1,965 | $89.4K | 0.02% | +95+5.1% | Added |
| Mechanics Financial Corp | 2,000 | $91.0K | 0.05% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,009 | $91.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $91.9K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,150 | $97.9K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 2,159 | $99.0K | 0.03% | −10,120−82.4% | Reduced |
| Hanson & Doremus Investment Management | 2,202 | $100.0K | 0.02% | +532+31.9% | Added |
| Glen Eagle Advisors, LLC | 2,200 | $100.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,230 | $101.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,286 | $104.1K | 0.00% | +1,782+353.6% | Added |
| TD Capital Management LLC | 2,303 | $104.8K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,300 | $105.0K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,334 | $106.2K | 0.11% | +2,334 | New |
| Spartan Planning & Wealth Management | 2,436 | $110.9K | 0.14% | +2,436 | New |
| Colonial Trust Co | 2,450 | $111.5K | 0.03% | +2,450 | New |
| Ancora Advisors, LLC | 2,505 | $114.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,605 | $118.0K | 0.02% | −300−10.3% | Reduced |
| Compass Wealth Management LLC | 2,613 | $118.9K | 0.04% | +2,613 | New |
| Investors Research Corp | 2,629 | $119.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,653 | $120.8K | 0.03% | +14+0.5% | Added |
| Wellington Shields & Co., LLC | 2,698 | $122.8K | 0.03% | 00.0% | Unchanged |