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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 5,378 | $244.8K | 0.11% | +5,378 | New |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $245.2K | 0.01% | 00.0% | Unchanged |
| Riverwater Partners LLC | 5,391 | $245.4K | 0.21% | +70+1.3% | Added |
| Firestone Capital Management | 5,413 | $246.4K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 5,431 | $247.2K | 0.06% | +20.0% | Added |
| Wealthsource Partners, LLC | 5,469 | $249.0K | 0.02% | +5,469 | New |
| Laraway Financial Inc | 5,470 | $249.0K | 0.26% | −200−3.5% | Reduced |
| CIC Wealth, LLC | 5,471 | $249.0K | 0.10% | +5,471 | New |
| Fox Run Management, L.L.C. | 5,483 | $249.6K | 0.10% | −34,439−86.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,495 | $250.1K | 0.05% | +5,495 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,500 | $250.4K | 0.05% | −8,500−60.7% | Reduced |
| First Nebraska Trust Co | 5,507 | $250.7K | 0.03% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 5,510 | $250.8K | 0.32% | +5,510 | New |
| Waldron Private Wealth LLC | 6,522 | $251.0K | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 5,530 | $251.7K | 0.10% | −105−1.9% | Reduced |
| Bard Financial Services, Inc. | 5,545 | $252.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,541 | $252.2K | 0.06% | +5,541 | New |
| Umb Bank N A | 5,621 | $256.0K | 0.00% | −652−10.4% | Reduced |
| Janney Capital Management LLC | 5,625 | $256.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,637 | $256.6K | 0.03% | +5,637 | New |
| Kingsview Wealth Management, LLC | 5,663 | $257.8K | 0.01% | −715−11.2% | Reduced |
| HB Wealth Management, LLC | 5,705 | $259.7K | 0.00% | −23−0.4% | Reduced |
| KB Financial Partners, LLC | 5,808 | $264.0K | 0.09% | −1,094−15.9% | Reduced |
| Altfest L J & Co Inc | 5,833 | $266.0K | 0.04% | −1,353−18.8% | Reduced |
| Fairfield, Bush & Co. | 5,844 | $266.0K | 0.18% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,863 | $266.9K | 0.05% | +5,863 | New |
| LVW Advisors, LLC | 5,981 | $272.3K | 0.06% | +97+1.6% | Added |
| IFG Advisors, LLC | 5,999 | $273.1K | 0.12% | 00.0% | Unchanged |
| SBK Financial, Inc. | 6,000 | $273.1K | 0.43% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,049 | $275.4K | 0.01% | −10.0% | Reduced |
| Vivaldi Capital Management, LLC | 5,727 | $275.7K | 0.07% | −25−0.4% | Reduced |
| First Heartland Consultants, Inc. | 6,080 | $276.8K | 0.04% | +455+8.1% | Added |
| Clare Market Investments LLC | 6,102 | $277.8K | 0.13% | +6,102 | New |
| Epoch Investment Partners, Inc. | 6,133 | $279.2K | 0.00% | −50−0.8% | Reduced |
| Perigon Wealth Management, LLC | 6,156 | $280.2K | 0.02% | +6,156 | New |
| SkyView Investment Advisors, LLC | 6,166 | $281.0K | 0.09% | −1,000−14.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $281.0K | 0.00% | +660+12.0% | Added |
| Perpetual Investment Management Ltd | 6,228 | $283.5K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,267 | $285.0K | 0.11% | −800−11.3% | Reduced |
| Alhambra Investment Partners LLC | 6,325 | $287.9K | 0.21% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,353 | $289.2K | 0.23% | −835−11.6% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $293.0K | 0.14% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $294.0K | 0.20% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 6,505 | $296.1K | 0.33% | +6,505 | New |
| Cable Hill Partners, LLC | 6,520 | $296.8K | 0.05% | +6,520 | New |
| Central Bank & Trust Co | 6,547 | $298.0K | 0.06% | −1,163−15.1% | Reduced |
| Penn Mutual Asset Management, LLC | 6,550 | $298.2K | 0.33% | +6,550 | New |
| Round Rock Advisors, LLC | 6,645 | $302.5K | 0.12% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 6,677 | $303.9K | 0.09% | +5+0.1% | Added |
| Keystone Financial Group | 6,680 | $304.1K | 0.06% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,705 | $305.2K | 0.03% | +84+1.3% | Added |
| CX Institutional | 6,709 | $305.4K | 0.02% | +6,709 | New |
| Ascent Group, LLC | 6,712 | $305.5K | 0.04% | +6,712 | New |
| Siemens Fonds Invest GmbH | 6,734 | $306.5K | 0.03% | −962−12.5% | Reduced |
| Kovack Advisors, Inc. | 6,756 | $307.5K | 0.04% | −240−3.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,777 | $308.5K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,808 | $309.9K | 0.01% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 6,866 | $312.5K | 2.87% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 7,030 | $320.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,143 | $325.1K | 0.03% | −960−11.8% | Reduced |
| S&T Bank | 7,200 | $328.0K | 0.06% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 7,277 | $331.0K | 0.14% | −1,335−15.5% | Reduced |
| Kestra Private Wealth Services, LLC | 7,272 | $331.0K | 0.02% | −603−7.7% | Reduced |
| Blueshift Asset Management, LLC | 7,299 | $332.3K | 0.15% | −9,512−56.6% | Reduced |
| Richard W. Paul & Associates, LLC | 7,307 | $332.6K | 0.17% | +7,307 | New |
| Bokf, NA | 7,310 | $332.8K | 0.01% | −766−9.5% | Reduced |
| First Citizens Bank & Trust Co | 7,385 | $336.0K | 0.01% | −206−2.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,408 | $337.2K | 0.04% | −87−1.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 7,433 | $338.4K | 0.07% | +7,433 | New |
| Shulman DeMeo Asset Management LLC | 7,438 | $338.6K | 0.11% | −66−0.9% | Reduced |
| Gilbert & Cook, Inc. | 7,462 | $339.7K | 0.06% | +126+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 7,484 | $340.7K | 0.01% | −16−0.2% | Reduced |
| First National Bank & Trust Co of Newtown | 7,583 | $345.2K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7,590 | $345.5K | 0.01% | −110−1.4% | Reduced |
| IVC Wealth Advisors LLC | 7,595 | $345.7K | 0.25% | −84−1.1% | Reduced |
| St. James Investment Advisors, LLC | 7,760 | $353.2K | 0.65% | +250+3.3% | Added |
| Glenview Trust Co | 7,780 | $354.1K | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,804 | $355.3K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,810 | $355.5K | 0.06% | −128−1.6% | Reduced |
| Advisory Services Network, LLC | 7,826 | $356.3K | 0.01% | −1,478−15.9% | Reduced |
| Summit Financial, LLC | 7,838 | $356.8K | 0.03% | −160−2.0% | Reduced |
| JNBA Financial Advisors | 7,854 | $357.5K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,858 | $357.7K | 0.08% | −29−0.4% | Reduced |
| Marathon Capital Management | 7,870 | $358.2K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,889 | $359.1K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,892 | $360.0K | 0.02% | −1,525−16.2% | Reduced |
| Cullinan Associates Inc | 7,900 | $360.0K | 0.02% | −300−3.7% | Reduced |
| Cookson Peirce & Co Inc | 7,898 | $360.0K | 0.02% | +7,898 | New |
| Campbell & CO Investment Adviser LLC | 7,910 | $360.1K | 0.09% | +7,910 | New |
| Builder Investment Group Inc | 7,921 | $360.6K | 0.17% | +7,921 | New |
| Fukoku Mutual Life Insurance Co | 8,029 | $365.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,035 | $365.8K | 0.06% | +8,035 | New |
| Graypoint LLC | 8,062 | $367.0K | 0.04% | +1,559+24.0% | Added |
| Hendershot Investments Inc. | 8,074 | $367.5K | 0.06% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 8,090 | $368.3K | 0.03% | +8,090 | New |
| Arete Wealth Advisors, LLC | 8,091 | $368.3K | 0.03% | +1,415+21.2% | Added |
| Fund Management at Engine No. 1 LLC | 8,094 | $368.4K | 0.09% | +1,021+14.4% | Added |
| Wilson & Boucher Capital Management, LLC | 8,140 | $370.5K | 0.38% | −450−5.2% | Reduced |
| Private Advisor Group, LLC | 43,043 | $374.7K | 0.02% | −1,258−2.8% | Reduced |
| Coldstream Capital Management Inc | 8,275 | $376.7K | 0.01% | +8,275 | New |