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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 9,111 | $414.0K | 0.02% | −1,680−15.6% | Reduced |
| DoubleLine ETF Adviser LP | 9,152 | $415.9K | 0.18% | −1,227−11.8% | Reduced |
| Ellevest, Inc. | 9,163 | $416.4K | 0.03% | +665+7.8% | Added |
| Northstar Group, Inc. | 9,335 | $424.2K | 0.11% | +259+2.9% | Added |
| HighTower Trust Services, LTA | 8,978 | $424.8K | 0.04% | +7+0.1% | Added |
| AIA Group Ltd | 9,415 | $427.8K | 0.02% | −22,589−70.6% | Reduced |
| Canandaigua National Bank & Trust Co | 9,433 | $429.0K | 0.07% | +9,433 | New |
| Cornell Pochily Investment Advisors, Inc. | 9,496 | $431.5K | 0.18% | +866+10.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,500 | $432.0K | 0.06% | −50−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,515 | $432.0K | 0.04% | +9,515 | New |
| Beacon Pointe Advisors, LLC | 9,521 | $432.7K | 0.01% | +913+10.6% | Added |
| Studio Investment Management LLC | 9,525 | $432.8K | 0.13% | −31−0.3% | Reduced |
| Centennial Bank | 9,651 | $438.5K | 0.29% | −185−1.9% | Reduced |
| Stonnington Group, LLC | 9,500 | $438.9K | 0.11% | +9,500 | New |
| Trust Co of Virginia | 9,677 | $439.7K | 0.05% | +1,266+15.1% | Added |
| Personal Cfo Solutions, LLC | 9,761 | $443.5K | 0.09% | +4,266+77.6% | Added |
| Symmetry Partners, LLC | 9,781 | $444.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 9,878 | $448.9K | 0.00% | −338−3.3% | Reduced |
| Arden Trust Co | 9,979 | $453.0K | 0.08% | −1,264−11.2% | Reduced |
| Sicart Associates LLC | 10,000 | $454.4K | 0.18% | 00.0% | Unchanged |
| Hancock Whitney Corp | 10,015 | $455.0K | 0.02% | +10,015 | New |
| Krane Funds Advisors LLC | 9,983 | $457.0K | 0.02% | −1,307−11.6% | Reduced |
| We Are One Seven, LLC | 10,116 | $459.7K | 0.03% | −4,105−28.9% | Reduced |
| Diversified Trust Co | 10,164 | $461.9K | 0.02% | +401+4.1% | Added |
| Centiva Capital, LP | 10,233 | $465.0K | 0.03% | +10,233 | New |
| Toroso Investments, LLC | 10,322 | $469.0K | 0.02% | −12,810−55.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,351 | $470.0K | 0.04% | +2,260+27.9% | Added |
| Compagnie Lombard Odier SCmA | 10,347 | $470.2K | 0.01% | +5,347+106.9% | Added |
| Williams Jones Wealth Management, LLC. | 10,364 | $470.9K | 0.01% | −29−0.3% | Reduced |
| BSW Wealth Partners | 10,419 | $473.5K | 0.10% | +479+4.8% | Added |
| Allegheny Financial Group LTD | 10,553 | $479.5K | 0.19% | +410+4.0% | Added |
| Desjardins Global Asset Management Inc. | 10,554 | $480.0K | 0.06% | +5,608+113.4% | Added |
| Davenport & Co LLC | 10,591 | $481.2K | 0.00% | +2,254+27.0% | Added |
| Waterfront Wealth Inc. | 10,630 | $483.0K | 0.16% | +10.0% | Added |
| Sonoma Private Wealth LLC | 10,662 | $484.5K | 0.96% | +1,874+21.3% | Added |
| NBT Bank N A | 10,706 | $486.5K | 0.07% | −3,601−25.2% | Reduced |
| Paloma Partners Management Co | 10,718 | $487.0K | 0.11% | +10,718 | New |
| First Foundation Advisors | 10,734 | $487.8K | 0.02% | −225−2.1% | Reduced |
| Hunter Associates Investment Management LLC | 10,720 | $488.0K | 0.10% | −180−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 10,798 | $490.7K | 0.11% | −4,767−30.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,861 | $494.0K | 0.21% | +10,861 | New |
| Wealth Quarterback LLC | 10,951 | $497.6K | 0.42% | −124−1.1% | Reduced |
| Cedrus LLC | 10,978 | $498.8K | 0.35% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,989 | $499.0K | 0.00% | −18−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,014 | $500.5K | 0.01% | 00.0% | Unchanged |
| TAM Capital Management Inc. | 1,117,185 | $501.6K | 42.68% | +81,008+7.8% | Added |
| Wesbanco Bank Inc | 11,071 | $503.0K | 0.02% | +903+8.9% | Added |
| Joel Isaacson & Co., LLC | 11,078 | $503.4K | 0.04% | −2,000−15.3% | Reduced |
| Farmers National Bank | 11,101 | $504.4K | 0.18% | −450−3.9% | Reduced |
| Snowden Capital Advisors LLC | 11,151 | $506.7K | 0.02% | +859+8.3% | Added |
| Curbstone Financial Management Corp | 11,200 | $508.9K | 0.12% | +600+5.7% | Added |
| Almanack Investment Partners, LLC. | 11,207 | $509.3K | 0.10% | +80+0.7% | Added |
| Spears Abacus Advisors LLC | 11,262 | $511.7K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11,285 | $512.8K | 0.05% | +1,551+15.9% | Added |
| Clarius Group, LLC | 11,300 | $513.5K | 0.04% | +242+2.2% | Added |
| Bahl & Gaynor Inc | 11,312 | $514.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 11,344 | $515.5K | 0.34% | 00.0% | Unchanged |
| Courier Capital LLC | 11,437 | $519.7K | 0.06% | −650−5.4% | Reduced |
| Voya Financial Advisors, Inc. | 11,587 | $520.3K | 0.06% | −1,633−12.4% | Reduced |
| Petrus Trust Company, LTA | 11,457 | $520.6K | 0.06% | +11,457 | New |
| Adirondack Trust Co | 11,476 | $521.4K | 0.26% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 11,475 | $521.4K | 0.22% | +80+0.7% | Added |
| Quinn Opportunity Partners LLC | 11,606 | $527.4K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11,686 | $531.0K | 0.07% | +2,969+34.1% | Added |
| Continuum Advisory, LLC | 11,744 | $533.6K | 0.09% | +126+1.1% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $538.2K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,911 | $541.2K | 0.02% | +11,911 | New |
| Virtue Capital Management, LLC | 12,952 | $541.3K | 0.09% | −160−1.2% | Reduced |
| Synovus Financial Corp | 12,166 | $552.8K | 0.01% | +12,166 | New |
| Sompo Asset Management Co., Ltd. | 12,220 | $555.3K | 0.12% | +2,340+23.7% | Added |
| WFA of San Diego, LLC | 12,263 | $557.2K | 0.58% | −1,480−10.8% | Reduced |
| Sequoia Financial Advisors, LLC | 12,274 | $557.7K | 0.01% | +241+2.0% | Added |
| HM Payson & Co | 12,280 | $558.0K | 0.01% | −66−0.5% | Reduced |
| Pettee Investors, Inc. | 12,290 | $558.5K | 0.27% | +1,730+16.4% | Added |
| Keystone Financial Services | 12,292 | $558.6K | 0.30% | +2,304+23.1% | Added |
| Valmark Advisers, Inc. | 12,335 | $560.5K | 0.01% | −87−0.7% | Reduced |
| Fruth Investment Management | 12,400 | $563.0K | 0.16% | −200−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 12,509 | $568.0K | 0.02% | +1,084+9.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,524 | $569.1K | 0.01% | +12,524 | New |
| Fort Washington Investment Advisors Inc | 12,543 | $570.0K | 0.00% | −300−2.3% | Reduced |
| Denali Advisors LLC | 12,552 | $570.4K | 0.24% | −248−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,621 | $573.5K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,735 | $578.7K | 0.01% | −392−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,885 | $585.0K | 0.02% | +3,122+32.0% | Added |
| Essex Financial Services, Inc. | 12,929 | $587.5K | 0.06% | +1,082+9.1% | Added |
| Raleigh Capital Management Inc. | 12,997 | $590.6K | 0.29% | +1,136+9.6% | Added |
| Trust Co of Vermont | 13,036 | $592.4K | 0.04% | +980+8.1% | Added |
| Cetera Advisors LLC | 13,043 | $592.7K | 0.01% | +2,372+22.2% | Added |
| Profund Advisors LLC | 13,068 | $593.8K | 0.04% | +4,040+44.7% | Added |
| Jacobi Capital Management LLC | 13,198 | $599.7K | 0.07% | +60.0% | Added |
| Kolinsky Wealth Management, LLC | 13,275 | $603.0K | 0.64% | +9+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,596 | $618.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,635 | $620.0K | 0.01% | +8,474+164.2% | Added |
| Basepoint Wealth LLC | 13,668 | $621.1K | 0.52% | −211−1.5% | Reduced |
| Signaturefd, LLC | 13,698 | $622.4K | 0.02% | +3,374+32.7% | Added |
| Boston Family Office LLC | 13,830 | $628.0K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 13,855 | $629.6K | 0.16% | −1,036−7.0% | Reduced |
| Outlook Wealth Advisors, LLC | 13,856 | $629.6K | 0.28% | +224+1.6% | Added |
| Resources Investment Advisors, LLC. | 13,958 | $634.3K | 0.01% | +3,239+30.2% | Added |
| Aquila Investment Management LLC | 14,000 | $636.2K | 0.52% | +14,000 | New |