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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 2,711 | $123.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,724 | $124.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,742 | $125.0K | 0.10% | +2,742 | New |
| TCI Wealth Advisors, Inc. | 2,886 | $131.4K | 0.02% | −247−7.9% | Reduced |
| CKW Financial Group | 2,900 | $132.0K | 0.02% | −200−6.5% | Reduced |
| Magnolia Capital Management Ltd | 2,962 | $135.0K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,000 | $136.6K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $138.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,053 | $139.0K | 0.01% | +29+1.0% | Added |
| Evermay Wealth Management LLC | 3,057 | $139.2K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,066 | $139.6K | 0.04% | +3,066 | New |
| City State Bank | 3,102 | $141.0K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 3,113 | $141.7K | 0.00% | −1,033−24.9% | Reduced |
| Resources Management Corp | 3,125 | $142.0K | 0.02% | −333−9.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,227 | $146.9K | 0.06% | −2,309−41.7% | Reduced |
| Capital Analysts, LLC | 3,398 | $155.0K | 0.01% | −6−0.2% | Reduced |
| Spire Wealth Management | 3,399 | $155.0K | 0.01% | +75+2.3% | Added |
| Centaurus Financial, Inc. | 3,472 | $158.0K | 0.01% | −2,248−39.3% | Reduced |
| Central Trust Co | 3,487 | $158.7K | 0.00% | −583−14.3% | Reduced |
| Norway Savings Bank | 3,527 | $160.5K | 0.08% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,734 | $170.0K | 0.07% | +3,734 | New |
| Pinebridge Investments, L.P. | 3,736 | $170.1K | 0.00% | −204−5.2% | Reduced |
| Accurate Wealth Management, LLC | 3,574 | $171.6K | 0.06% | +3,574 | New |
| Penserra Capital Management LLC | 3,818 | $173.0K | 0.00% | −64−1.6% | Reduced |
| Point72 Middle East FZE | 3,863 | $175.8K | 0.01% | +3,863 | New |
| Benjamin Edwards Inc | 3,927 | $179.0K | 0.05% | +301+8.3% | Added |
| Hall Laurie J Trustee | 3,970 | $180.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,980 | $181.2K | 0.07% | −46−1.1% | Reduced |
| Cutler Group LP | 4,073 | $185.0K | 0.02% | +4,011+6,469.4% | Added |
| Clearstead Advisors, LLC | 4,090 | $186.2K | 0.01% | −152−3.6% | Reduced |
| Chiron Investment Management, LLC | 4,092 | $186.3K | 0.04% | +4,092 | New |
| JFS Wealth Advisors, LLC | 4,122 | $187.6K | 0.02% | −92−2.2% | Reduced |
| Barrett & Company, Inc. | 4,278 | $194.7K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,282 | $194.9K | 0.04% | +834+24.2% | Added |
| City Holding Co | 4,298 | $195.6K | 0.04% | −250−5.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $200.5K | 0.10% | +4,405 | New |
| Tobam | 4,408 | $201.0K | 0.01% | +782+21.6% | Added |
| O'Brien Greene & Co. Inc | 4,406 | $201.0K | 0.08% | +4,406 | New |
| Geneos Wealth Management Inc. | 4,429 | $201.6K | 0.01% | −248−5.3% | Reduced |
| Patton Fund Management, Inc. | 4,443 | $202.0K | 0.06% | +4,443 | New |
| Abbrea Capital, LLC | 4,440 | $202.1K | 0.04% | +4,440 | New |
| Wrapmanager Inc | 4,462 | $203.0K | 0.07% | +4,462 | New |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $203.0K | 0.02% | +4,460 | New |
| Sax Wealth Advisors, LLC | 4,481 | $204.0K | 0.05% | +4,481 | New |
| RKL Wealth Management LLC | 4,496 | $204.7K | 0.03% | +4,496 | New |
| Wellington Shields Capital Management, LLC | 4,500 | $204.8K | 0.02% | −3,000−40.0% | Reduced |
| Searle & Co. | 4,500 | $204.8K | 0.07% | −2,000−30.8% | Reduced |
| Proequities, Inc. | 4,513 | $205.4K | 0.02% | −108−2.3% | Reduced |
| Sebold Capital Management, Inc. | 4,524 | $205.9K | 0.17% | +4,524 | New |
| Kistler-Tiffany Companies, LLC | 4,540 | $206.7K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 4,569 | $208.0K | 0.01% | +4,569 | New |
| Prio Wealth Limited Partnership | 4,573 | $208.2K | 0.01% | +4,573 | New |
| Haverford Trust Co | 4,576 | $208.3K | 0.00% | +4,576 | New |
| Genesee Capital Advisors, LLC | 4,577 | $208.3K | 0.16% | +4,577 | New |
| Exencial Wealth Advisors, LLC | 4,585 | $208.7K | 0.01% | +4,585 | New |
| Pearl River Capital, LLC | 4,604 | $209.6K | 0.04% | +4,604 | New |
| Sound View Wealth Advisors Group, LLC | 4,027 | $209.6K | 0.02% | +4,027 | New |
| Mycio Wealth Partners, LLC | 4,609 | $209.8K | 0.07% | +4,609 | New |
| Jeppson Wealth Management, LLC | 4,652 | $211.8K | 0.09% | +4,652 | New |
| Brown, Lisle/Cummings, Inc. | 4,666 | $212.4K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 4,670 | $212.6K | 0.01% | +4,670 | New |
| Farmers & Merchants Investments Inc | 4,676 | $212.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 4,700 | $213.9K | 0.02% | +4,700 | New |
| Boenning & Scattergood, Inc. | 4,366 | $217.0K | 0.03% | +4,366 | New |
| Leavell Investment Management, Inc. | 4,788 | $218.0K | 0.02% | +4,788 | New |
| Wharton Business Group, LLC | 4,780 | $218.0K | 0.01% | +4,780 | New |
| V Wealth Advisors LLC | 4,793 | $218.2K | 0.05% | +4,793 | New |
| Mirova | 4,801 | $218.5K | 0.03% | +4,801 | New |
| Abundance Wealth Counselors | 4,813 | $219.0K | 0.06% | +4,813 | New |
| Sculati Wealth Management, LLC | 4,835 | $220.0K | 0.12% | −16,720−77.6% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $220.6K | 0.15% | +4,847 | New |
| BLB&B Advisors, LLC | 4,860 | $221.2K | 0.02% | +4,860 | New |
| Paragon Capital Management Ltd | 4,875 | $221.9K | 0.06% | +4,875 | New |
| Hofer & Associates. Inc | 4,893 | $222.7K | 0.22% | +4,893 | New |
| Sentry Investment Management LLC | 4,892 | $223.0K | 0.10% | +262+5.7% | Added |
| LGT Financial Advisors LLC | 4,914 | $223.7K | 0.26% | +4,914 | New |
| Personal Capital Advisors Corp | 4,917 | $223.8K | 0.00% | +4,917 | New |
| Desjardins Global Asset Management Inc. | 4,946 | $225.0K | 0.04% | +119+2.5% | Added |
| Savant Capital, LLC | 4,958 | $225.7K | 0.01% | −933−15.8% | Reduced |
| Van Strum & Towne Inc. | 5,000 | $227.6K | 0.10% | +5,000 | New |
| Rossmore Private Capital | 5,000 | $227.6K | 0.04% | +5,000 | New |
| American Trust | 5,001 | $227.6K | 0.02% | +5,001 | New |
| Compagnie Lombard Odier SCmA | 5,000 | $228.0K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 5,019 | $228.5K | 0.09% | +5,019 | New |
| GHP Investment Advisors, Inc. | 5,045 | $229.6K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,087 | $231.6K | 0.02% | +5,087 | New |
| Lyell Wealth Management, LP | 5,115 | $232.8K | 0.04% | +5,115 | New |
| Girard Partners Ltd. | 5,132 | $233.6K | 0.03% | +5,132 | New |
| Harbour Investments, Inc. | 5,138 | $233.9K | 0.01% | +1,855+56.5% | Added |
| Capital Asset Advisory Services LLC | 4,864 | $234.7K | 0.02% | −815−14.4% | Reduced |
| Park Avenue Securities LLC | 5,161 | $235.0K | 0.00% | +5,161 | New |
| Dorchester Wealth Management Co | 5,200 | $236.7K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,211 | $237.2K | 0.24% | +5,211 | New |
| Ballentine Partners, LLC | 5,255 | $239.2K | 0.01% | +5,255 | New |
| Jarislowsky, Fraser Ltd | 5,264 | $239.6K | 0.00% | −190−3.5% | Reduced |
| McIlrath & Eck, LLC | 5,282 | $240.4K | 0.06% | −86−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 5,300 | $241.3K | 0.09% | +4,800+960.0% | Added |
| Parallel Advisors, LLC | 5,322 | $242.3K | 0.01% | −76−1.4% | Reduced |
| Hutchinson Capital Management | 5,331 | $242.7K | 0.06% | −4,997−48.4% | Reduced |
| NinePointTwo Capital | 5,377 | $244.0K | 0.10% | −4,699−46.6% | Reduced |