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, Q1 2023
Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2023. 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
- 1,131
- +32 vs. Q4 2022
- Shares held
- 657.8M
- −21.1M (−3.1%) vs. Q4 2022
- Total value
- $29.9B
- −$932.8M (−3.0%) vs. Q4 2022
- New holders
- 118
- 437 more added
- Sold out
- 86
- 367 more reduced
24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $136 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 8 | $364 | 0.00% | −551−98.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10 | $454 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $567 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $659 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $682 | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 19 | $863 | 0.00% | −124,571−100.0% | Reduced |
| TFC Financial Management | 19 | $864 | 0.00% | +19 | New |
| Centerpoint Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $1.54K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $1.64K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.82K | 0.00% | −10−20.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 48 | $2.18K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 65 | $2.70K | 0.00% | +65 | New |
| Rise Advisors, LLC | 60 | $2.75K | 0.00% | +60 | New |
| Horan Securities, Inc. | 61 | $2.79K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 62 | $2.82K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 63 | $2.86K | 0.00% | +63 | New |
| Disciplined Investments, LLC | 66 | $3.00K | 0.00% | +9+15.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 71 | $3.23K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 78 | $3.54K | 0.00% | +78 | New |
| SJS Investment Consulting Inc. | 83 | $3.76K | 0.00% | +3+3.8% | Added |
| Abound Wealth Management | 86 | $3.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 92 | $4.18K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 96 | $4.36K | 0.00% | −1,913−95.2% | Reduced |
| Key Financial Inc | 100 | $4.54K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 104 | $4.73K | 0.00% | +104 | New |
| Lansing Street Advisors | 109 | $4.93K | 0.00% | +1+0.9% | Added |
| ICA Group Wealth Management, LLC | 110 | $5.00K | 0.00% | −1,403−92.7% | Reduced |
| Missouri Trust & Investment Co | 111 | $5.04K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 115 | $5.23K | 0.00% | +115 | New |
| Nalls Sherbakoff Group, LLC | 118 | $5.30K | 0.01% | +118 | New |
| Jones Financial Companies LLLP | 125 | $5.68K | 0.00% | −43−25.6% | Reduced |
| Addison Advisors LLC | 125 | $5.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 131 | $5.95K | 0.00% | −41−23.8% | Reduced |
| Asset Dedication, LLC | 131 | $6.00K | 0.00% | −93−41.5% | Reduced |
| Independence Bank of Kentucky | 150 | $6.82K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 156 | $7.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 161 | $7.32K | 0.00% | +161 | New |
| Global Trust Asset Management, LLC | 164 | $7.47K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $7.59K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $7.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $7.95K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 178 | $8.09K | 0.01% | −8−4.3% | Reduced |
| Luken Investment Analytics, LLC | 184 | $8.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $8.50K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 201 | $9.13K | 0.00% | +131+187.1% | Added |
| Red Tortoise LLC | 220 | $10.0K | 0.01% | −15−6.4% | Reduced |
| Capital Advisors, Ltd. LLC | 231 | $10.0K | 0.00% | −64−21.7% | Reduced |
| Steward Financial Group LLC | 229 | $10.0K | 0.00% | +132+136.1% | Added |
| BerganKDV Wealth Management, LLC | 223 | $10.1K | 0.00% | +184+471.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 225 | $10.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 227 | $10.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $10.5K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 238 | $10.8K | 0.00% | +27+12.8% | Added |
| American State Bank (Iowa) | 251 | $11.4K | 0.01% | −252−50.1% | Reduced |
| Core Alternative Capital | 253 | $11.5K | 0.00% | +48+23.4% | Added |
| Norwood Financial Corp | 271 | $12.3K | 0.02% | −1,173−81.2% | Reduced |
| Baker Avenue Asset Management, LP | 273 | $12.4K | 0.00% | +83+43.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 279 | $12.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $12.9K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 299 | $13.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 300 | $13.6K | 0.00% | −12−3.8% | Reduced |
| Pointe Capital Management LLC | 304 | $13.8K | 0.01% | +304 | New |
| Financial Management Professionals, Inc. | 316 | $14.0K | 0.00% | −3−0.9% | Reduced |
| HBC Financial Services, PLLC | 321 | $14.0K | 0.01% | +2+0.6% | Added |
| Dividend Assets Capital, LLC | 311 | $14.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 316 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 313 | $14.2K | 0.01% | +2+0.6% | Added |
| Piscataqua Savings Bank | 319 | $14.5K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 323 | $14.7K | 0.00% | −41−11.3% | Reduced |
| Salem Investment Counselors Inc | 327 | $14.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 328 | $14.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 337 | $15.3K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 337 | $15.3K | 0.00% | +337 | New |
| Versant Capital Management, Inc | 339 | $15.4K | 0.01% | +9+2.7% | Added |
| Sutton Wealth Advisors Inc. | 350 | $15.9K | 0.01% | −3,630−91.2% | Reduced |
| PrairieView Partners, LLC | 355 | $16.0K | 0.00% | −46−11.5% | Reduced |
| Gradient Investments LLC | 353 | $16.0K | 0.00% | +2+0.6% | Added |
| Cedar Mountain Advisors, LLC | 355 | $16.1K | 0.00% | +41+13.1% | Added |
| Atwood & Palmer Inc | 355 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 359 | $16.3K | 0.00% | −857−70.5% | Reduced |
| Atlas Capital Advisors LLC | 382 | $17.4K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 390 | $17.7K | 0.00% | +390 | New |
| WR Wealth Planners, LLC | 397 | $18.0K | 0.01% | +397 | New |
| Kelly Lawrence W & Associates Inc | 400 | $18.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 409 | $18.6K | 0.00% | −170−29.4% | Reduced |
| Larson Financial Group LLC | 422 | $19.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 426 | $19.4K | 0.00% | −18−4.1% | Reduced |
| SOA Wealth Advisors, LLC. | 428 | $19.4K | 0.00% | +3+0.7% | Added |
| Bank of New Hampshire | 443 | $20.1K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 444 | $20.2K | 0.00% | +444 | New |
| JJJ Advisors Inc. | 467 | $21.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 486 | $22.0K | 0.00% | −76−13.5% | Reduced |
| Zions Bancorporation, N.A. | 499 | $22.7K | 0.00% | −145−22.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $22.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 500 | $22.7K | 0.01% | 00.0% | Unchanged |