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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 504 | $22.9K | 0.00% | −1,782−78.0% | Reduced |
| BDO Wealth Advisors, LLC | 533 | $24.2K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 543 | $24.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 547 | $24.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 587 | $26.7K | 0.00% | −14−2.3% | Reduced |
| McClarren Financial Advisors, Inc. | 635 | $28.0K | 0.03% | +1+0.2% | Added |
| Bromfield Sneider Wealth Advisors | 666 | $30.3K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $30.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 678 | $31.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $32.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 720 | $32.7K | 0.02% | +720 | New |
| Bollard Group LLC | 731 | $33.0K | 0.00% | +3+0.4% | Added |
| Caldwell Trust Co | 741 | $33.7K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $35.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 778 | $35.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 787 | $35.8K | 0.00% | +219+38.6% | Added |
| Sunbelt Securities, Inc. | 798 | $35.8K | 0.01% | +798 | New |
| Plante Moran Financial Advisors, LLC | 800 | $36.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 802 | $36.4K | 0.00% | +2+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 795 | $37.0K | 0.03% | −59−6.9% | Reduced |
| Clean Yield Group | 833 | $37.9K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 850 | $38.6K | 0.02% | −245−22.4% | Reduced |
| Mendota Financial Group, LLC | 792 | $39.3K | 0.04% | −200−20.2% | Reduced |
| First Command Bank | 900 | $40.9K | 0.00% | −142−13.6% | Reduced |
| First Command Financial Services, Inc. | 900 | $40.9K | 0.00% | −142−13.6% | Reduced |
| EverSource Wealth Advisors, LLC | 904 | $41.1K | 0.01% | +84+10.2% | Added |
| Loomis Sayles & Co L P | 931 | $42.0K | 0.00% | −337−26.6% | Reduced |
| Granite FO LLC | 1,000 | $42.6K | 0.03% | +1,000 | New |
| Stonebridge Capital Advisors LLC | 948 | $43.1K | 0.00% | −105−10.0% | Reduced |
| Baystate Wealth Management LLC | 952 | $43.3K | 0.00% | +7+0.7% | Added |
| Global Financial Private Client, LLC | 981 | $44.3K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $45.4K | 0.05% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $45.4K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,036 | $47.1K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,046 | $47.5K | 0.00% | −120−10.3% | Reduced |
| Simplex Trading, LLC | 1,066 | $48.0K | 0.00% | −105,202−99.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,068 | $48.0K | 0.00% | −463−30.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $50.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $50.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,153 | $52.4K | 0.03% | +1,153 | New |
| Chilton Capital Management LLC | 1,159 | $52.7K | 0.00% | −7,547−86.7% | Reduced |
| Covestor Ltd | 1,187 | $53.0K | 0.05% | −1,555−56.7% | Reduced |
| AllSquare Wealth Management LLC | 1,203 | $54.7K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,213 | $55.1K | 0.02% | +258+27.0% | Added |
| WealthPLAN Partners, LLC | 1,218 | $55.4K | 0.01% | +1,218 | New |
| Pacific Center for Financial Services | 1,221 | $55.5K | 0.02% | +1,221 | New |
| Laurel Wealth Advisors LLC | 1,223 | $55.6K | 0.01% | −500−29.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,239 | $56.3K | 0.02% | +1,239 | New |
| CoreFirst Bank & Trust | 1,290 | $58.6K | 0.04% | +120+10.3% | Added |
| FinTrust Capital Advisors, LLC | 1,395 | $63.5K | 0.02% | 00.0% | Unchanged |
| AM Squared Ltd | 1,400 | $63.6K | 0.05% | +100+7.7% | Added |
| Focused Wealth Management, Inc | 1,436 | $65.2K | 0.01% | +5+0.3% | Added |
| Clear Street Markets LLC | 1,442 | $66.0K | 0.02% | +698+93.8% | Added |
| Glassman Wealth Services | 1,455 | $66.1K | 0.01% | +37+2.6% | Added |
| Grove Bank & Trust | 1,466 | $66.6K | 0.01% | −37,034−96.2% | Reduced |
| Cohanzick Management, LLC | 2,000 | $70.8K | 0.06% | +2,000 | New |
| Sawyer & Company, Inc | 1,589 | $72.0K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,590 | $72.3K | 0.01% | +1,546+3,513.6% | Added |
| Cambridge Trust Co | 1,600 | $72.7K | 0.00% | −8,600−84.3% | Reduced |
| Hanson & Doremus Investment Management | 1,602 | $73.0K | 0.02% | −600−27.2% | Reduced |
| United Community Bank | 1,634 | $74.2K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,694 | $77.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,745 | $79.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,834 | $83.3K | 0.02% | +975+113.5% | Added |
| CVA Family Office, LLC | 1,837 | $83.5K | 0.02% | +352+23.7% | Added |
| Prestige Wealth Management Group LLC | 1,847 | $83.9K | 0.02% | −118−6.0% | Reduced |
| Community Bank, N.A. | 1,881 | $85.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,992 | $90.5K | 0.01% | +823+70.4% | Added |
| Bleichroeder LP | 2,000 | $90.9K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $90.9K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $90.9K | 0.09% | +2,000 | New |
| Ancora Advisors, LLC | 2,005 | $91.1K | 0.00% | −500−20.0% | Reduced |
| Perkins Coie Trust Co | 2,019 | $91.7K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,076 | $94.3K | 0.00% | +2,076 | New |
| Peoples Financial Services Corp. | 2,150 | $97.7K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 2,159 | $99.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,200 | $100.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,300 | $104.5K | 0.03% | −150−6.1% | Reduced |
| Alta Advisers Ltd | 2,300 | $104.5K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $104.6K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,310 | $105.0K | 0.01% | +999+76.2% | Added |
| Institutional & Family Asset Management, LLC | 2,311 | $105.0K | 0.02% | +521+29.1% | Added |
| Washington Trust Advisors, Inc. | 2,334 | $106.1K | 0.01% | +104+4.7% | Added |
| Arrow Financial Corp | 2,537 | $115.3K | 0.02% | −68−2.6% | Reduced |
| Concord Wealth Partners | 2,538 | $115.3K | 0.03% | −528−17.2% | Reduced |
| Oakworth Capital, Inc. | 2,542 | $115.5K | 0.01% | +1,932+316.7% | Added |
| Exos TFP Holdings LLC | 2,570 | $116.8K | 0.03% | +1,875+269.8% | Added |
| Compass Wealth Management LLC | 2,613 | $118.7K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 2,619 | $119.0K | 0.01% | +1,425+119.3% | Added |
| Parkside Financial Bank & Trust | 2,623 | $119.2K | 0.03% | −30−1.1% | Reduced |
| Investors Research Corp | 2,629 | $119.5K | 0.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,698 | $122.6K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,703 | $122.8K | 0.02% | +1,956+261.8% | Added |
| Ameritas Advisory Services, LLC | 2,747 | $124.6K | 0.01% | +2,747 | New |
| Webster Bank, N. A. | 2,802 | $127.3K | 0.02% | +91+3.4% | Added |
| CKW Financial Group | 2,900 | $132.0K | 0.02% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,962 | $135.0K | 0.13% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,000 | $136.3K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $137.0K | 0.04% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,021 | $137.3K | 0.02% | +135+4.7% | Added |