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 |
|---|---|---|---|---|---|
| Vivaldi Capital Management, LLC | 5,708 | $259.4K | 0.08% | −19−0.3% | Reduced |
| Sowell Financial Services LLC | 5,750 | $261.0K | 0.02% | +5,750 | New |
| Umb Bank N A | 5,764 | $261.9K | 0.00% | +143+2.5% | Added |
| Altfest L J & Co Inc | 5,833 | $265.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,844 | $265.5K | 0.09% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,860 | $266.0K | 0.03% | +5,860 | New |
| Interchange Capital Partners, LLC | 5,955 | $268.2K | 0.15% | +744+14.3% | Added |
| LVW Advisors, LLC | 5,977 | $271.6K | 0.05% | −4−0.1% | Reduced |
| Bokf, NA | 5,998 | $272.5K | 0.01% | −1,312−17.9% | Reduced |
| IFG Advisors, LLC | 5,999 | $272.6K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,049 | $274.9K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,064 | $275.5K | 0.01% | +809+15.4% | Added |
| Moneta Group Investment Advisors LLC | 6,094 | $276.9K | 0.01% | +6,094 | New |
| First Heartland Consultants, Inc. | 6,112 | $277.7K | 0.04% | +32+0.5% | Added |
| Epoch Investment Partners, Inc. | 6,116 | $277.9K | 0.00% | −17−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $280.0K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,211 | $282.2K | 0.12% | +1,559+33.5% | Added |
| Meridian Investment Counsel Inc. | 6,267 | $284.8K | 0.11% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 6,305 | $286.5K | 0.30% | −200−3.1% | Reduced |
| Change Path, LLC | 6,327 | $287.0K | 0.01% | +1,758+38.5% | Added |
| Alhambra Investment Partners LLC | 6,325 | $287.4K | 0.20% | 00.0% | Unchanged |
| Perpetual Ltd | 6,328 | $287.5K | 0.00% | +6,328 | New |
| CX Institutional | 6,400 | $289.3K | 0.02% | −309−4.6% | Reduced |
| Cable Hill Partners, LLC | 6,368 | $289.4K | 0.05% | −152−2.3% | Reduced |
| Waldron Private Wealth LLC | 6,368 | $289.4K | 0.01% | −154−2.4% | Reduced |
| Baker Ellis Asset Management LLC | 6,390 | $290.4K | 0.05% | −2,800−30.5% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $292.0K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $294.0K | 0.20% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,482 | $294.6K | 0.02% | +326+5.3% | Added |
| Accredited Investors Inc. | 6,494 | $295.1K | 0.02% | −8,140−55.6% | Reduced |
| KB Financial Partners, LLC | 6,563 | $298.0K | 0.09% | +755+13.0% | Added |
| Axxcess Wealth Management, LLC | 6,575 | $298.8K | 0.02% | −130−1.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,608 | $300.3K | 0.03% | −126−1.9% | Reduced |
| Round Rock Advisors, LLC | 6,645 | $301.9K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,661 | $302.7K | 0.24% | +308+4.8% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,682 | $303.6K | 0.08% | +5+0.1% | Added |
| Atlantic Union Bankshares Corp | 6,777 | $307.9K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,862 | $311.8K | 0.01% | +54+0.8% | Added |
| ODonnell Financial Services, LLC | 6,866 | $312.0K | 0.56% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,934 | $315.1K | 0.06% | +1,393+25.1% | Added |
| Kovack Advisors, Inc. | 6,973 | $316.9K | 0.04% | +217+3.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,983 | $317.3K | 0.07% | −450−6.1% | Reduced |
| Front Barnett Associates LLC | 7,030 | $319.0K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7,125 | $324.0K | 0.08% | +959+15.6% | Added |
| SRB Corp | 7,144 | $324.6K | 0.02% | +7,144 | New |
| S&T Bank | 7,150 | $325.0K | 0.06% | −50−0.7% | Reduced |
| HB Wealth Management, LLC | 7,173 | $325.9K | 0.01% | +1,468+25.7% | Added |
| Acrisure Capital Management, LLC | 7,203 | $327.3K | 0.33% | +7,203 | New |
| KMG Fiduciary Partners, LLC | 7,223 | $328.2K | 0.05% | −587−7.5% | Reduced |
| Ropes Wealth Advisors LLC | 7,272 | $330.4K | 0.06% | +7,272 | New |
| First National Bank & Trust Co of Newtown | 7,283 | $330.9K | 0.07% | −300−4.0% | Reduced |
| First Citizens Bank & Trust Co | 7,294 | $331.4K | 0.01% | −91−1.2% | Reduced |
| Nations Financial Group Inc, | 7,302 | $331.8K | 0.03% | +1,665+29.5% | Added |
| Tradewinds, LLC. | 7,311 | $332.2K | 0.20% | +7,311 | New |
| Kathmere Capital Management, LLC | 7,322 | $332.7K | 0.05% | +1,459+24.9% | Added |
| Checchi Capital Advisers, LLC | 7,427 | $337.5K | 0.03% | +19+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 7,484 | $340.0K | 0.01% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,491 | $340.4K | 0.11% | +53+0.7% | Added |
| Richard W. Paul & Associates, LLC | 7,495 | $340.6K | 0.16% | +188+2.6% | Added |
| Summit Financial, LLC | 7,497 | $340.7K | 0.03% | −341−4.4% | Reduced |
| Waycross Partners, LLC | 7,500 | $340.8K | 0.10% | +7,500 | New |
| SageView Advisory Group, LLC | 7,519 | $341.7K | 0.02% | −571−7.1% | Reduced |
| RB Capital Management, LLC | 7,519 | $341.7K | 0.11% | +7,519 | New |
| Gilbert & Cook, Inc. | 7,523 | $341.8K | 0.06% | +61+0.8% | Added |
| IVC Wealth Advisors LLC | 7,546 | $342.9K | 0.24% | −49−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,567 | $343.8K | 0.01% | +295+4.1% | Added |
| Central Bank & Trust Co | 7,663 | $348.1K | 0.06% | +1,116+17.0% | Added |
| Graypoint LLC | 7,721 | $350.9K | 0.04% | −341−4.2% | Reduced |
| Glenview Trust Co | 7,780 | $353.5K | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,804 | $354.6K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 7,805 | $354.7K | 0.02% | −95−1.2% | Reduced |
| JNBA Financial Advisors | 7,854 | $356.9K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 7,889 | $358.5K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,892 | $359.0K | 0.02% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,921 | $359.9K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,991 | $363.0K | 0.04% | +7,991 | New |
| Fukoku Mutual Life Insurance Co | 8,029 | $364.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,031 | $364.9K | 0.06% | −40.0% | Reduced |
| Hendershot Investments Inc. | 8,074 | $366.9K | 0.06% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 8,140 | $369.9K | 0.36% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 8,220 | $373.5K | 0.03% | +8,220 | New |
| Flputnam Investment Management Co | 8,268 | $375.7K | 0.01% | +8,268 | New |
| Dumont & Blake Investment Advisors LLC | 8,368 | $380.0K | 0.13% | −145−1.7% | Reduced |
| Ascent Group, LLC | 8,386 | $381.1K | 0.04% | +1,674+24.9% | Added |
| Coastline Trust Co | 8,388 | $381.2K | 0.06% | −350−4.0% | Reduced |
| Coldstream Capital Management Inc | 8,394 | $381.4K | 0.01% | +119+1.4% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $384.0K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,527 | $387.5K | 0.01% | −2,072−19.5% | Reduced |
| Camden Capital, LLC | 8,529 | $387.6K | 0.06% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,536 | $387.9K | 0.01% | +24+0.3% | Added |
| Trust Asset Management LLC | 8,581 | $389.9K | 0.04% | +200+2.4% | Added |
| One Wealth Advisors, LLC | 8,695 | $395.1K | 0.09% | +837+10.7% | Added |
| Rehmann Capital Advisory Group | 8,718 | $396.1K | 0.04% | −6−0.1% | Reduced |
| Cookson Peirce & Co Inc | 8,887 | $404.0K | 0.03% | +989+12.5% | Added |
| Fund Management at Engine No. 1 LLC | 8,920 | $405.3K | 0.08% | +826+10.2% | Added |
| Penn Mutual Asset Management, LLC | 8,950 | $406.7K | 0.39% | +2,400+36.6% | Added |
| Tranquilli Financial Advisor LLC | 8,978 | $408.0K | 0.31% | +446+5.2% | Added |
| Cigna Investments Inc | 9,029 | $411.0K | 0.08% | −105−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 9,050 | $411.2K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,082 | $412.7K | 0.01% | +4,124+83.2% | Added |