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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 21,498 | $978.6K | 0.02% | −7,481−25.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,642 | $985.1K | 0.09% | +30+0.1% | Added |
| Pendal Group Limited | 21,866 | $995.3K | 0.01% | +21,866 | New |
| Bradley Foster & Sargent Inc | 22,051 | $1.00M | 0.03% | +750+3.5% | Added |
| Forum Financial Management, LP | 22,170 | $1.01M | 0.03% | −39−0.2% | Reduced |
| Verition Fund Management LLC | 22,177 | $1.01M | 0.02% | −83,941−79.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,393 | $1.02M | 0.05% | +300+1.4% | Added |
| Lincoln National Corp | 22,465 | $1.02M | 0.02% | +7,040+45.6% | Added |
| Ascent Wealth Partners, LLC | 22,532 | $1.03M | 0.22% | +2,548+12.8% | Added |
| IFG Advisory, LLC | 22,551 | $1.03M | 0.10% | −1,631−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,624 | $1.03M | 0.06% | −481−2.1% | Reduced |
| Lazard Asset Management LLC | 22,824 | $1.04M | 0.00% | −376,185−94.3% | Reduced |
| Karpas Strategies, LLC | 22,843 | $1.04M | 0.37% | +87+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,053 | $1.05M | 0.03% | −4,259−15.6% | Reduced |
| Stratos Wealth Partners, LTD. | 23,056 | $1.05M | 0.03% | −1,468−6.0% | Reduced |
| Toroso Investments, LLC | 23,132 | $1.05M | 0.04% | +15,027+185.4% | Added |
| Fiera Capital Corp | 23,229 | $1.06M | 0.00% | −2,046−8.1% | Reduced |
| World Equity Group, Inc. | 23,281 | $1.06M | 0.25% | −55−0.2% | Reduced |
| Vontobel Holding Ltd. | 23,781 | $1.06M | 0.01% | +7,004+41.7% | Added |
| First National Trust Co | 23,574 | $1.07M | 0.06% | +97+0.4% | Added |
| Johnson Investment Counsel Inc | 23,711 | $1.08M | 0.01% | −6,126−20.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,833 | $1.08M | 0.03% | +497+2.1% | Added |
| Anchor Investment Management, LLC | 24,082 | $1.10M | 0.16% | +1,089+4.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,128 | $1.10M | 0.04% | −1,016−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,170 | $1.10M | 0.01% | −12,042−33.3% | Reduced |
| Walleye Trading LLC | 24,402 | $1.11M | 0.03% | +24,402 | New |
| AXS Investments LLC | 24,740 | $1.13M | 0.40% | +2,339+10.4% | Added |
| Hilltop Holdings Inc. | 24,845 | $1.13M | 0.15% | +960+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 24,871 | $1.13M | 0.13% | +1,097+4.6% | Added |
| Parsons Capital Management Inc | 24,953 | $1.14M | 0.09% | −275−1.1% | Reduced |
| Advisor Partners II, LLC | 24,994 | $1.14M | 0.07% | +1,100+4.6% | Added |
| Leonteq Securities AG | 25,087 | $1.14M | 0.06% | +8,807+54.1% | Added |
| Wetherby Asset Management Inc | 25,136 | $1.14M | 0.07% | −395−1.5% | Reduced |
| Carret Asset Management, LLC | 25,201 | $1.15M | 0.16% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25,199 | $1.15M | 0.06% | +4,035+19.1% | Added |
| Segall Bryant & Hamill, LLC | 25,221 | $1.15M | 0.01% | −4,645−15.6% | Reduced |
| CAPROCK Group, Inc. | 25,301 | $1.15M | 0.11% | +3,339+15.2% | Added |
| Horizon Investments, LLC | 25,576 | $1.16M | 0.03% | +18,064+240.5% | Added |
| Lebenthal Global Advisors, LLC | 25,473 | $1.16M | 0.38% | +5,394+26.9% | Added |
| Columbia Asset Management | 25,585 | $1.17M | 0.29% | +12,560+96.4% | Added |
| Ensign Peak Advisors, Inc | 25,930 | $1.18M | 0.00% | +4,429+20.6% | Added |
| Evergreen Capital Management LLC | 26,007 | $1.18M | 0.06% | −1,622−5.9% | Reduced |
| Laffer Tengler Investments | 26,095 | $1.19M | 0.34% | +8,223+46.0% | Added |
| Intercontinental Wealth Advisors, LLC | 26,325 | $1.20M | 0.36% | −100.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 26,353 | $1.20M | 0.10% | 00.0% | Unchanged |
| True North Advisors, LLC | 26,407 | $1.20M | 0.41% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 26,454 | $1.20M | 0.34% | −5,008−15.9% | Reduced |
| Pitcairn Co | 26,483 | $1.21M | 0.12% | +2,394+9.9% | Added |
| Ossiam | 26,566 | $1.21M | 0.03% | +19,021+252.1% | Added |
| Peapack Gladstone Financial Corp | 26,620 | $1.21M | 0.02% | −4,252−13.8% | Reduced |
| United Services Automobile Association | 27,086 | $1.23M | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27,212 | $1.24M | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 27,246 | $1.24M | 0.03% | −14,812−35.2% | Reduced |
| Metis Global Partners, LLC | 27,542 | $1.25M | 0.11% | +12,522+83.4% | Added |
| Brinker Capital Investments, LLC | 27,840 | $1.27M | 0.03% | −8,015−22.4% | Reduced |
| Cove Street Capital, LLC | 27,915 | $1.27M | 0.35% | −2,500−8.2% | Reduced |
| Neville Rodie & Shaw Inc | 27,982 | $1.27M | 0.12% | −475−1.7% | Reduced |
| SNS Financial Group, LLC | 28,004 | $1.27M | 0.17% | −2,230−7.4% | Reduced |
| Robinson Value Management, Ltd. | 28,031 | $1.28M | 1.10% | +5,140+22.5% | Added |
| Kanawha Capital Management LLC | 28,113 | $1.28M | 0.13% | −346−1.2% | Reduced |
| Vident Investment Advisory, LLC | 28,480 | $1.30M | 0.05% | +2,559+9.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 28,789 | $1.31M | 0.03% | +11,822+69.7% | Added |
| SRN Advisors, LLC | 28,984 | $1.32M | 1.31% | −9,460−24.6% | Reduced |
| Investment Management Corp of Ontario | 29,257 | $1.33M | 0.06% | +29,257 | New |
| Edgewood Management LLC | 29,704 | $1.35M | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 29,908 | $1.36M | 0.02% | +488+1.7% | Added |
| Alpha DNA Investment Management LLC | 30,578 | $1.39M | 0.74% | +30,578 | New |
| PGGM Investments | 30,786 | $1.40M | 0.02% | +5,148+20.1% | Added |
| Pekin Hardy Strauss, Inc. | 31,341 | $1.43M | 0.23% | −410−1.3% | Reduced |
| Moors & Cabot, Inc. | 31,356 | $1.43M | 0.10% | −1,867−5.6% | Reduced |
| Dean Investment Associates, LLC | 31,737 | $1.44M | 0.25% | −1,560−4.7% | Reduced |
| Pathstone Family Office, LLC | 32,503 | $1.44M | 0.03% | +10,988+51.1% | Added |
| Great Lakes Advisors, LLC | 319,140 | $1.46M | 0.08% | +171,175+115.7% | Added |
| AIA Group Ltd | 32,004 | $1.46M | 0.09% | +25,914+425.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,283 | $1.47M | 0.02% | −22,276−40.8% | Reduced |
| Commerce Bank | 32,202 | $1.47M | 0.01% | −1,362−4.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.47M | 0.66% | 00.0% | Unchanged |
| Tredje AP-fonden | 32,268 | $1.47M | 0.03% | +3,100+10.6% | Added |
| Tiaa, FSB | 33,067 | $1.51M | 0.01% | −2,618−7.3% | Reduced |
| Sound Income Strategies, LLC | 33,072 | $1.51M | 0.19% | +8,938+37.0% | Added |
| Rodgers Brothers Inc. | 33,127 | $1.51M | 0.30% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 33,353 | $1.52M | 0.07% | 00.0% | Unchanged |
| Falcon Wealth Planning | 34,108 | $1.55M | 0.45% | 00.0% | Unchanged |
| Jump Financial, LLC | 34,161 | $1.56M | 0.08% | −139,629−80.3% | Reduced |
| Regions Financial Corp | 34,295 | $1.56M | 0.01% | −4,780−12.2% | Reduced |
| CIBC Private Wealth Group, LLC | 42,079 | $1.56M | 0.01% | +1,014+2.5% | Added |
| Rockefeller Capital Management L.P. | 34,552 | $1.57M | 0.01% | −2,488−6.7% | Reduced |
| Shell Asset Management Co | 34,804 | $1.58M | 0.07% | −6,472−15.7% | Reduced |
| Stoneridge Investment Partners LLC | 34,953 | $1.59M | 0.88% | −8,422−19.4% | Reduced |
| New Mexico Educational Retirement Board | 35,160 | $1.60M | 0.09% | −2,800−7.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 35,154 | $1.60M | 0.04% | +2,200+6.7% | Added |
| Citizens Financial Group Inc | 35,153 | $1.60M | 0.06% | −240−0.7% | Reduced |
| Allstate Corp | 35,520 | $1.62M | 0.05% | +1,585+4.7% | Added |
| Allstate Investment Management Co | 35,520 | $1.62M | 0.05% | +35,520 | New |
| Northwestern Mutual Wealth Management Co | 35,724 | $1.63M | 0.00% | −4,856−12.0% | Reduced |
| Empowered Funds, LLC | 36,067 | $1.64M | 0.11% | +36,067 | New |
| Wolf Group Capital Advisors | 36,722 | $1.67M | 0.79% | +36,722 | New |
| Delta Capital Management LLC | 36,835 | $1.68M | 1.22% | +310+0.8% | Added |
| Atria Wealth Solutions, Inc. | 37,352 | $1.70M | 0.03% | +2,865+8.3% | Added |
| Cohen Capital Management, Inc. | 37,736 | $1.72M | 0.35% | 00.0% | Unchanged |