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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 13,632 | $620.5K | 0.29% | −97−0.7% | Reduced |
| WFA of San Diego, LLC | 13,743 | $625.6K | 0.48% | −190−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 13,787 | $627.6K | 0.01% | −2,607−15.9% | Reduced |
| Meeder Advisory Services, Inc. | 13,795 | $628.0K | 0.08% | +13,795 | New |
| Bleakley Financial Group, LLC | 13,836 | $629.8K | 0.02% | +13,836 | New |
| Boston Family Office LLC | 13,830 | $630.0K | 0.05% | −1,015−6.8% | Reduced |
| Basepoint Wealth LLC | 13,879 | $631.8K | 0.56% | −302−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 14,023 | $638.3K | 0.09% | −309−2.2% | Reduced |
| National Asset Management, Inc. | 14,083 | $641.0K | 0.02% | −1,259−8.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,166 | $644.8K | 0.01% | −1,180−7.7% | Reduced |
| We Are One Seven, LLC | 14,221 | $647.3K | 0.06% | +6,041+73.9% | Added |
| NBT Bank N A | 14,307 | $651.3K | 0.09% | −338−2.3% | Reduced |
| Jefferies Financial Group Inc. | 14,350 | $653.2K | 0.01% | +14,350 | New |
| Rathbone Brothers plc | 14,401 | $655.5K | 0.01% | −516−3.5% | Reduced |
| Aspire Private Capital, LLC | 14,522 | $661.1K | 0.24% | +1,128+8.4% | Added |
| Accredited Investors Inc. | 14,634 | $666.1K | 0.06% | −25−0.2% | Reduced |
| Verdence Capital Advisors LLC | 14,735 | $670.7K | 0.08% | +4,807+48.4% | Added |
| Seeyond | 14,774 | $672.5K | 0.07% | +5,434+58.2% | Added |
| Van Hulzen Asset Management, LLC | 14,802 | $674.0K | 0.08% | 00.0% | Unchanged |
| Chicago Trust Co NA | 14,891 | $678.0K | 0.17% | +1,933+14.9% | Added |
| McRae Capital Management Inc | 14,985 | $682.1K | 0.20% | −35−0.2% | Reduced |
| Cornerstone Advisors, LLC | 15,000 | $682.8K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,051 | $685.1K | 0.05% | −2,004−11.8% | Reduced |
| Veriti Management LLC | 15,167 | $690.4K | 0.09% | +85+0.6% | Added |
| Trust Co | 15,172 | $691.0K | 0.11% | +1,448+10.6% | Added |
| Bailard, Inc. | 15,281 | $695.6K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,001 | $696.3K | 0.36% | +5,001 | New |
| VisionPoint Advisory Group, LLC | 13,433 | $697.4K | 0.29% | +13,433 | New |
| Cerity Partners LLC | 15,399 | $701.1K | 0.00% | +4,920+47.0% | Added |
| Greenleaf Trust | 15,433 | $703.0K | 0.01% | +325+2.2% | Added |
| Wedbush Securities Inc | 15,523 | $707.0K | 0.04% | −3,932−20.2% | Reduced |
| Longfellow Investment Management Co LLC | 15,565 | $708.5K | 0.16% | +4,263+37.7% | Added |
| Principle Wealth Partners LLC | 15,902 | $723.9K | 0.08% | +1,901+13.6% | Added |
| Beck Mack & Oliver LLC | 16,013 | $728.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 16,180 | $736.5K | 0.01% | −85−0.5% | Reduced |
| Threadgill Financial, LLC | 16,191 | $737.0K | 0.76% | +16,191 | New |
| Bessemer Group Inc | 16,369 | $744.0K | 0.00% | −4,522−21.6% | Reduced |
| Schulhoff & Co Inc | 16,579 | $754.7K | 0.35% | −1,296−7.3% | Reduced |
| Telemus Capital, LLC | 15,844 | $759.7K | 0.07% | −197−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 16,775 | $763.6K | 0.19% | −2,042−10.9% | Reduced |
| Fiduciary Trust Co | 16,799 | $764.7K | 0.01% | +6,213+58.7% | Added |
| Quantbot Technologies LP | 17,041 | $775.7K | 0.06% | −145,467−89.5% | Reduced |
| WealthTrust Axiom LLC | 17,044 | $775.9K | 0.27% | −200−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,189 | $782.3K | 0.09% | 00.0% | Unchanged |
| M&R Capital Management Inc | 17,190 | $782.5K | 0.22% | −582−3.3% | Reduced |
| Strategic Investment Advisors | 17,197 | $782.8K | 0.16% | −350−2.0% | Reduced |
| Ingalls & Snyder LLC | 17,396 | $792.0K | 0.04% | −6,400−26.9% | Reduced |
| Ieq Capital, LLC | 17,498 | $796.5K | 0.02% | +3,933+29.0% | Added |
| Integrated Wealth Concepts LLC | 17,503 | $797.0K | 0.02% | −3,039−14.8% | Reduced |
| M Holdings Securities, Inc. | 17,520 | $798.0K | 0.08% | +988+6.0% | Added |
| Western Wealth Management, LLC | 17,644 | $803.2K | 0.08% | −36,064−67.1% | Reduced |
| Private Trust Co NA | 17,755 | $808.0K | 0.12% | +494+2.9% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $810.3K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17,816 | $811.0K | 0.07% | +17,300+3,352.7% | Added |
| Fulton Bank, N.A. | 17,806 | $811.0K | 0.05% | +432+2.5% | Added |
| Beacon Financial Group | 17,799 | $816.0K | 0.11% | −378−2.1% | Reduced |
| Moody National Bank Trust Division | 17,936 | $816.0K | 0.07% | −84−0.5% | Reduced |
| Leisure Capital Management | 18,192 | $828.1K | 0.43% | −1,251−6.4% | Reduced |
| Vestcor Inc | 18,207 | $829.0K | 0.03% | +131+0.7% | Added |
| Sunesis Advisors, LLC | 18,436 | $839.2K | 0.54% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 18,488 | $841.6K | 0.05% | +1,871+11.3% | Added |
| Hudson Valley Investment Advisors Inc | 18,544 | $844.1K | 0.13% | −838−4.3% | Reduced |
| Loudon Investment Management, LLC | 18,568 | $845.2K | 0.61% | −734−3.8% | Reduced |
| Tocqueville Asset Management L.P. | 18,615 | $847.4K | 0.02% | +746+4.2% | Added |
| Wealthfront Advisers LLC | 18,645 | $848.7K | 0.00% | −387−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,718 | $852.0K | 0.11% | 00.0% | Unchanged |
| MAI Capital Management | 18,806 | $856.1K | 0.01% | +2,113+12.7% | Added |
| Ci Investments Inc. | 18,836 | $857.0K | 0.00% | +17,856+1,822.0% | Added |
| Mach-1 Financial Group, Inc. | 18,870 | $858.9K | 0.40% | +18,870 | New |
| Gifford Fong Associates | 18,872 | $859.0K | 0.20% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $859.7K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 18,976 | $863.8K | 0.04% | +160+0.9% | Added |
| Zeke Capital Advisors, LLC | 19,141 | $871.3K | 0.06% | +700+3.8% | Added |
| Banque Cantonale Vaudoise | 19,271 | $878.0K | 0.05% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 19,356 | $881.1K | 0.00% | +4,150+27.3% | Added |
| Bartlett & Co. Wealth Management LLC | 19,419 | $884.0K | 0.02% | −21−0.1% | Reduced |
| Bartlett & Co. LLC | 19,419 | $884.0K | 0.02% | −21−0.1% | Reduced |
| Belpointe Asset Management LLC | 19,460 | $885.8K | 0.05% | +742+4.0% | Added |
| Advisors Asset Management, Inc. | 19,544 | $889.6K | 0.02% | +3,420+21.2% | Added |
| Balentine LLC | 19,593 | $891.9K | 0.03% | −4,410−18.4% | Reduced |
| Sigma Planning Corp | 19,715 | $897.4K | 0.03% | +1,361+7.4% | Added |
| Archford Capital Strategies, LLC | 19,773 | $900.1K | 0.21% | −503−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 19,783 | $900.5K | 0.04% | +5,411+37.6% | Added |
| Mission Wealth Management, LP | 19,960 | $908.6K | 0.04% | +653+3.4% | Added |
| Donald L. Hagan, LLC | 20,088 | $914.4K | 0.58% | +4,761+31.1% | Added |
| Klingenstein Fields & Co LP | 20,217 | $920.3K | 0.05% | −15,622−43.6% | Reduced |
| Pacer Advisors, Inc. | 20,314 | $924.7K | 0.00% | +18,815+1,255.2% | Added |
| Empirical Finance, LLC | 20,562 | $936.0K | 0.10% | +1,522+8.0% | Added |
| DuPont Capital Management Corp | 20,740 | $944.1K | 0.04% | +19,673+1,843.8% | Added |
| Inceptionr LLC | 20,846 | $948.9K | 0.50% | +20,846 | New |
| Vaughan David Investments LLC | 20,844 | $949.0K | 0.03% | −2,693−11.4% | Reduced |
| Blair William & Co | 20,879 | $950.4K | 0.00% | −302−1.4% | Reduced |
| Hudson Portfolio Management LLC | 20,955 | $953.9K | 1.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 21,009 | $956.3K | 0.36% | +266+1.3% | Added |
| Live Oak Investment Partners | – | $956.8K | 0.88% | – | New |
| Rothschild Investment Corp | 21,102 | $961.0K | 0.09% | −3,418−13.9% | Reduced |
| Capula Management Ltd | 21,180 | $964.1K | 0.10% | +21,180 | New |
| FDx Advisors, Inc. | 21,224 | $966.0K | 0.04% | +1,602+8.2% | Added |
| Signature Wealth Management Partners, LLC | 21,237 | $966.7K | 0.95% | 00.0% | Unchanged |
| Argent Trust Co | 21,264 | $967.9K | 0.06% | −9,852−31.7% | Reduced |