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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 3,053 | $138.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 3,102 | $141.0K | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,200 | $145.4K | 0.13% | +3,200 | New |
| Deseret Mutual Benefit Administrators | 3,254 | $147.9K | 0.06% | +27+0.8% | Added |
| Allworth Financial LP | 3,258 | $148.0K | 0.00% | +145+4.7% | Added |
| GPS Wealth Strategies Group, LLC | 3,289 | $149.5K | 0.03% | +3,289 | New |
| Evermay Wealth Management LLC | 3,355 | $152.5K | 0.03% | +298+9.7% | Added |
| Capital Analysts, LLC | 3,398 | $154.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,467 | $158.0K | 0.00% | +1,954+129.1% | Added |
| Central Trust Co | 3,487 | $158.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,988 | $162.7K | 0.01% | +2,902+267.2% | Added |
| Boyd Watterson Asset Management LLC | 3,687 | $167.6K | 0.07% | −47−1.3% | Reduced |
| Pinebridge Investments, L.P. | 3,736 | $169.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,818 | $172.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,970 | $180.0K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,148 | $188.5K | 0.02% | +26+0.6% | Added |
| Geneos Wealth Management Inc. | 4,168 | $189.4K | 0.01% | −261−5.9% | Reduced |
| City Holding Co | 4,198 | $190.7K | 0.03% | −100−2.3% | Reduced |
| Barrett & Company, Inc. | 4,278 | $194.4K | 0.12% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,285 | $194.6K | 0.03% | +3+0.1% | Added |
| Tobam | 4,408 | $200.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,406 | $200.0K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $200.2K | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,407 | $200.3K | 0.02% | +4,407 | New |
| Abbrea Capital, LLC | 4,440 | $202.0K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,453 | $202.3K | 0.00% | +4,453 | New |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $202.7K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,471 | $203.2K | 0.06% | +9+0.2% | Added |
| Clearstead Advisors, LLC | 4,474 | $203.3K | 0.01% | +384+9.4% | Added |
| CIC Wealth, LLC | 4,475 | $203.3K | 0.08% | −996−18.2% | Reduced |
| Exencial Wealth Advisors, LLC | 4,475 | $203.3K | 0.01% | −110−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,477 | $203.4K | 0.03% | +4,477 | New |
| Sax Wealth Advisors, LLC | 4,481 | $203.6K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 4,500 | $204.5K | 0.02% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 4,506 | $204.8K | 0.03% | +10+0.2% | Added |
| Arkadios Wealth Advisors | 4,509 | $204.9K | 0.02% | +4,509 | New |
| Sebold Capital Management, Inc. | 4,525 | $205.6K | 0.16% | +10.0% | Added |
| Kistler-Tiffany Companies, LLC | 4,540 | $206.3K | 0.04% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,573 | $207.8K | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,577 | $208.0K | 0.15% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $209.0K | 0.04% | −10.0% | Reduced |
| Haverford Trust Co | 4,603 | $209.2K | 0.00% | +27+0.6% | Added |
| Conning Inc. | 4,612 | $209.6K | 0.01% | −58−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,666 | $212.0K | 0.11% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,723 | $214.6K | 0.03% | +4,723 | New |
| Benjamin Edwards Inc | 4,731 | $215.0K | 0.05% | +804+20.5% | Added |
| Harbour Investments, Inc. | 4,743 | $215.5K | 0.01% | −395−7.7% | Reduced |
| Wedmont Private Capital | 4,786 | $216.5K | 0.03% | +4,786 | New |
| BLB&B Advisors, LLC | 4,772 | $216.8K | 0.02% | −88−1.8% | Reduced |
| Wharton Business Group, LLC | 4,780 | $217.0K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,813 | $219.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,837 | $220.0K | 0.09% | −55−1.1% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $220.2K | 0.14% | 00.0% | Unchanged |
| American Trust | 4,852 | $220.5K | 0.02% | −149−3.0% | Reduced |
| Paragon Capital Management Ltd | 4,852 | $220.5K | 0.05% | −23−0.5% | Reduced |
| V Wealth Advisors LLC | 4,888 | $222.1K | 0.04% | +95+2.0% | Added |
| Hofer & Associates. Inc | 4,893 | $222.7K | 0.22% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4,914 | $223.3K | 0.42% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,936 | $224.3K | 0.01% | +260+5.6% | Added |
| Angeles Investment Advisors, LLC | 4,947 | $224.8K | 0.02% | +4,947 | New |
| Laraway Financial Inc | 4,971 | $225.9K | 0.23% | −499−9.1% | Reduced |
| D'Orazio & Associates, Inc. | 4,985 | $226.5K | 0.06% | +4,985 | New |
| Centaurus Financial, Inc. | 4,989 | $227.0K | 0.02% | +1,517+43.7% | Added |
| Van Strum & Towne Inc. | 5,000 | $227.2K | 0.10% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $227.2K | 0.04% | 00.0% | Unchanged |
| Lincoln Capital Corp | 5,000 | $227.2K | 0.13% | +5,000 | New |
| Benin Management CORP | 5,019 | $228.1K | 0.09% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 5,036 | $228.8K | 0.02% | +172+3.5% | Added |
| GHP Investment Advisors, Inc. | 5,045 | $229.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,072 | $230.5K | 0.01% | −250−4.7% | Reduced |
| Meridian Wealth Management, LLC | 5,087 | $231.2K | 0.02% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 5,115 | $232.4K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 5,132 | $233.2K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 5,139 | $233.5K | 0.02% | +626+13.9% | Added |
| Capula Management Ltd | 5,142 | $233.7K | 0.02% | −16,038−75.7% | Reduced |
| International Assets Investment Management, LLC | 24,759 | $235.2K | 0.03% | +24,759 | New |
| Riverwater Partners LLC | 5,181 | $235.4K | 0.22% | −210−3.9% | Reduced |
| Bayesian Capital Management, LP | 5,200 | $236.3K | 0.03% | −34,100−86.8% | Reduced |
| Blueprint Investment Partners LLC | 5,202 | $236.4K | 0.05% | +5,202 | New |
| Cresset Asset Management, LLC | 5,234 | $237.9K | 0.00% | −7,888−60.1% | Reduced |
| Independent Advisor Alliance | 5,245 | $238.3K | 0.01% | +5,245 | New |
| Vise Technologies, Inc. | 5,245 | $238.3K | 0.06% | +5,245 | New |
| IFP Advisors, Inc | 4,316 | $238.9K | 0.01% | −5,365−55.4% | Reduced |
| Jarislowsky, Fraser Ltd | 5,264 | $239.2K | 0.00% | 00.0% | Unchanged |
| Wright Investors Service Inc | 5,287 | $240.2K | 0.07% | +5,287 | New |
| Hutchinson Capital Management | 5,337 | $242.5K | 0.06% | +6+0.1% | Added |
| Spire Wealth Management | 5,355 | $243.3K | 0.01% | +1,956+57.5% | Added |
| Boothbay Fund Management, LLC | 5,373 | $244.1K | 0.01% | +5,373 | New |
| Kingsview Wealth Management, LLC | 5,386 | $244.7K | 0.01% | −277−4.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $244.8K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 5,413 | $246.0K | 0.09% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,423 | $246.4K | 0.02% | −46−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,432 | $246.8K | 0.06% | +10.0% | Added |
| Columbus Macro, LLC | 5,487 | $247.0K | 0.09% | −43−0.8% | Reduced |
| McIlrath & Eck, LLC | 5,443 | $247.3K | 0.06% | +161+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,464 | $248.3K | 0.02% | +5,464 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,500 | $249.9K | 0.05% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,507 | $250.2K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,545 | $252.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,572 | $253.2K | 0.01% | −104,210−94.9% | Reduced |