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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 8,337 | $380.0K | 0.00% | −182−2.1% | Reduced |
| Trust Asset Management LLC | 8,381 | $381.5K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 8,411 | $382.9K | 0.04% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 8,450 | $384.6K | 0.08% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 8,468 | $385.0K | 0.01% | +8,468 | New |
| Ellevest, Inc. | 8,498 | $386.8K | 0.03% | +1,817+27.2% | Added |
| Crawford Investment Counsel Inc | 8,512 | $387.5K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,513 | $388.0K | 0.14% | −35−0.4% | Reduced |
| Camden Capital, LLC | 8,529 | $388.2K | 0.06% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 8,532 | $388.4K | 0.29% | +1,240+17.0% | Added |
| Orion Portfolio Solutions, LLC | 8,574 | $390.3K | 0.01% | +704+8.9% | Added |
| Beacon Pointe Advisors, LLC | 8,608 | $391.9K | 0.01% | −386−4.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,630 | $392.9K | 0.18% | −241−2.7% | Reduced |
| Chilton Capital Management LLC | 8,706 | $396.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8,717 | $396.8K | 0.06% | +40.0% | Added |
| Rehmann Capital Advisory Group | 8,724 | $397.1K | 0.04% | −1,509−14.7% | Reduced |
| Coastline Trust Co | 8,738 | $397.8K | 0.06% | −100−1.1% | Reduced |
| Sonoma Private Wealth LLC | 8,788 | $400.0K | 0.88% | +8,788 | New |
| HighTower Trust Services, LTA | 8,971 | $400.4K | 0.04% | +107+1.2% | Added |
| Profund Advisors LLC | 9,028 | $411.0K | 0.03% | +1,086+13.7% | Added |
| Guardian Investment Management | 9,050 | $412.0K | 0.39% | −700−7.2% | Reduced |
| Northstar Group, Inc. | 9,076 | $413.1K | 0.12% | −264−2.8% | Reduced |
| Cigna Investments Inc | 9,134 | $416.0K | 0.09% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 9,190 | $418.3K | 0.08% | +9,190 | New |
| Versor Investments LP | 9,200 | $418.8K | 0.04% | −26,464−74.2% | Reduced |
| Canandaigua National Corp | 9,508 | $433.0K | 0.07% | +47+0.5% | Added |
| Studio Investment Management LLC | 9,556 | $435.0K | 0.14% | +429+4.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,550 | $435.0K | 0.07% | −21−0.2% | Reduced |
| Quadrant Capital Group LLC | 9,734 | $443.1K | 0.05% | +136+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,763 | $444.0K | 0.02% | +558+6.1% | Added |
| Diversified Trust Co | 9,763 | $444.0K | 0.02% | +3,660+60.0% | Added |
| Symmetry Partners, LLC | 9,781 | $445.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,050 | $446.5K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 9,836 | $447.7K | 0.26% | +9,836 | New |
| Sompo Asset Management Co., Ltd. | 9,880 | $449.7K | 0.10% | 00.0% | Unchanged |
| BSW Wealth Partners | 9,940 | $452.0K | 0.10% | −1,351−12.0% | Reduced |
| Semmax Financial Advisors Inc. | 9,095 | $452.0K | 0.18% | −659−6.8% | Reduced |
| Sicart Associates LLC | 10,000 | $455.2K | 0.16% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 10,143 | $461.7K | 0.19% | +528+5.5% | Added |
| Wesbanco Bank Inc | 10,168 | $463.0K | 0.02% | +10,168 | New |
| Cambridge Trust Co | 10,200 | $465.0K | 0.02% | −16−0.2% | Reduced |
| Huntington National Bank | 10,216 | $465.0K | 0.00% | −994−8.9% | Reduced |
| Snowden Capital Advisors LLC | 10,292 | $468.5K | 0.02% | +10,292 | New |
| Signaturefd, LLC | 10,324 | $469.9K | 0.01% | +435+4.4% | Added |
| DoubleLine ETF Adviser LP | 10,379 | $472.5K | 0.24% | +10,379 | New |
| Williams Jones Wealth Management, LLC. | 10,393 | $473.1K | 0.01% | −11−0.1% | Reduced |
| Pettee Investors, Inc. | 10,560 | $481.0K | 0.24% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,599 | $482.5K | 0.01% | +1,182+12.6% | Added |
| Curbstone Financial Management Corp | 10,600 | $483.0K | 0.12% | +10,600 | New |
| Cetera Advisors LLC | 10,671 | $485.7K | 0.01% | −2,261−17.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,719 | $487.9K | 0.01% | −8,711−44.8% | Reduced |
| Cresset Asset Management, LLC | 13,122 | $490.9K | 0.01% | −1,118−7.9% | Reduced |
| IHT Wealth Management, LLC | 10,791 | $491.2K | 0.03% | −443−3.9% | Reduced |
| GYL Financial Synergies, LLC | 10,841 | $493.5K | 0.11% | +407+3.9% | Added |
| Hunter Associates Investment Management LLC | 10,900 | $496.0K | 0.12% | 00.0% | Unchanged |
| First Foundation Advisors | 10,959 | $498.9K | 0.02% | −3,560−24.5% | Reduced |
| Cedrus LLC | 10,978 | $499.7K | 0.40% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 11,007 | $501.0K | 0.00% | +127+1.2% | Added |
| Horizon Kinetics Asset Management LLC | 11,014 | $501.4K | 0.01% | +3,820+53.1% | Added |
| Clarius Group, LLC | 11,058 | $503.0K | 0.05% | −31−0.3% | Reduced |
| Wealth Quarterback LLC | 11,075 | $504.2K | 0.42% | +115+1.0% | Added |
| Keystone Financial Services | 9,988 | $505.1K | 0.27% | +151+1.5% | Added |
| Almanack Investment Partners, LLC. | 11,127 | $506.5K | 0.11% | +85+0.8% | Added |
| Arden Trust Co | 11,243 | $511.8K | 0.10% | −835−6.9% | Reduced |
| Spears Abacus Advisors LLC | 11,262 | $512.6K | 0.05% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 11,290 | $514.0K | 0.02% | +1,192+11.8% | Added |
| Bahl & Gaynor Inc | 11,312 | $514.9K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 11,344 | $516.4K | 0.37% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 11,373 | $518.0K | 0.05% | −317−2.7% | Reduced |
| Whitener Capital Management, Inc. | 11,395 | $518.7K | 0.23% | −220−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 11,425 | $520.0K | 0.02% | −71,949−86.3% | Reduced |
| Adirondack Trust Co | 11,476 | $522.4K | 0.27% | +325+2.9% | Added |
| Farmers National Bank | 11,551 | $525.8K | 0.19% | −59−0.5% | Reduced |
| Quinn Opportunity Partners LLC | 11,606 | $528.3K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11,618 | $528.9K | 0.10% | −186−1.6% | Reduced |
| Gateway Investment Advisers LLC | 11,646 | $530.1K | 0.01% | +914+8.5% | Added |
| Waterfront Wealth Inc. | 10,629 | $532.1K | 0.18% | +65+0.6% | Added |
| IFP Advisors, Inc | 9,681 | $536.0K | 0.02% | +2,793+40.5% | Added |
| Essex Financial Services, Inc. | 11,847 | $539.0K | 0.06% | +64+0.5% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $539.1K | 0.08% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,861 | $539.9K | 0.28% | +46+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 11,873 | $540.5K | 0.04% | +734+6.6% | Added |
| Sequoia Financial Advisors, LLC | 12,033 | $547.7K | 0.01% | +12,033 | New |
| Trust Co of Vermont | 12,056 | $548.8K | 0.04% | −110−0.9% | Reduced |
| Courier Capital LLC | 12,087 | $550.2K | 0.06% | +20.0% | Added |
| Steward Partners Investment Advisory, LLC | 12,260 | $558.1K | 0.01% | −13−0.1% | Reduced |
| HM Payson & Co | 12,346 | $562.0K | 0.01% | +66+0.5% | Added |
| Valmark Advisers, Inc. | 12,422 | $565.4K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 12,600 | $573.0K | 0.17% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 12,621 | $574.5K | 0.03% | −7,966−38.7% | Reduced |
| Denali Advisors LLC | 12,800 | $582.7K | 0.24% | +500+4.1% | Added |
| Fort Washington Investment Advisors Inc | 12,843 | $585.0K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,078 | $595.3K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 13,112 | $596.9K | 0.09% | +7,777+145.8% | Added |
| D.A. Davidson & Co. | 13,127 | $597.6K | 0.01% | +1,984+17.8% | Added |
| Jacobi Capital Management LLC | 13,192 | $600.5K | 0.08% | +430+3.4% | Added |
| Voya Financial Advisors, Inc. | 13,220 | $603.6K | 0.08% | −2,566−16.3% | Reduced |
| Kolinsky Wealth Management, LLC | 13,266 | $604.0K | 0.69% | +137+1.0% | Added |
| Fort Pitt Capital Group, LLC | 13,538 | $616.2K | 0.03% | −10,068−42.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,596 | $619.0K | 0.07% | −350−2.5% | Reduced |