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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 14,423 | $655.4K | 0.09% | +400+2.9% | Added |
| Cerity Partners LLC | 14,748 | $658.5K | 0.00% | −651−4.2% | Reduced |
| VisionPoint Advisory Group, LLC | 16,451 | $659.4K | 0.29% | +3,018+22.5% | Added |
| Alliance Wealth Advisors, LLC | 14,733 | $669.5K | 0.50% | +14,733 | New |
| Bessemer Group Inc | 14,755 | $671.0K | 0.00% | −1,614−9.9% | Reduced |
| Shelton Capital Management | 14,800 | $672.5K | 0.03% | +10,100+214.9% | Added |
| Van Hulzen Asset Management, LLC | 14,802 | $673.0K | 0.06% | 00.0% | Unchanged |
| McRae Capital Management Inc | 14,985 | $680.9K | 0.20% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,012 | $682.2K | 0.04% | −39−0.3% | Reduced |
| Bailard, Inc. | 15,066 | $684.6K | 0.02% | −215−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,180 | $689.8K | 0.01% | +1,014+7.2% | Added |
| Agf Management Ltd | 15,240 | $692.5K | 0.00% | −2,146,139−99.3% | Reduced |
| Sciencast Management LP | 17,413 | $696.3K | 0.92% | +17,413 | New |
| Meeder Advisory Services, Inc. | 15,405 | $700.0K | 0.08% | +1,610+11.7% | Added |
| Bleakley Financial Group, LLC | 15,429 | $701.1K | 0.02% | +1,593+11.5% | Added |
| Sawtooth Solutions, LLC | 15,445 | $701.8K | 0.02% | +15,445 | New |
| Telemus Capital, LLC | 15,484 | $703.6K | 0.06% | −360−2.3% | Reduced |
| Qtron Investments LLC | 15,627 | $710.1K | 0.15% | +15,627 | New |
| Coastal Investment Advisors, Inc. | 15,700 | $713.4K | 0.17% | −1,075−6.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 15,745 | $715.4K | 0.02% | −35,388−69.2% | Reduced |
| Greenleaf Trust | 15,790 | $717.5K | 0.01% | +357+2.3% | Added |
| GWM Advisors LLC | 15,855 | $720.5K | 0.01% | −1,353−7.9% | Reduced |
| Principle Wealth Partners LLC | 15,902 | $722.6K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 15,948 | $724.7K | 0.06% | +15,948 | New |
| Beck Mack & Oliver LLC | 16,013 | $727.6K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 16,052 | $729.4K | 0.01% | +1,651+11.5% | Added |
| Aspire Private Capital, LLC | 16,161 | $734.4K | 0.24% | +1,639+11.3% | Added |
| Whittier Trust Co | 16,180 | $735.1K | 0.01% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 16,189 | $736.0K | 0.02% | −4,655−22.3% | Reduced |
| Fiduciary Trust Co | 16,487 | $749.2K | 0.01% | −312−1.9% | Reduced |
| Veriti Management LLC | 16,498 | $749.7K | 0.09% | +1,331+8.8% | Added |
| United Services Automobile Association | 16,533 | $751.3K | 0.02% | −10,553−39.0% | Reduced |
| Schulhoff & Co Inc | 16,582 | $753.5K | 0.35% | +30.0% | Added |
| Beacon Financial Group | 16,720 | $756.0K | 0.11% | −1,079−6.1% | Reduced |
| M Holdings Securities, Inc. | 16,711 | $759.0K | 0.08% | −809−4.6% | Reduced |
| Loudon Investment Management, LLC | 16,993 | $772.2K | 0.53% | −1,575−8.5% | Reduced |
| Verdence Capital Advisors LLC | 17,035 | $774.1K | 0.09% | +2,300+15.6% | Added |
| WealthTrust Axiom LLC | 17,045 | $774.6K | 0.26% | +10.0% | Added |
| Strategic Investment Advisors | 17,090 | $776.6K | 0.14% | −107−0.6% | Reduced |
| M&R Capital Management Inc | 17,156 | $779.6K | 0.22% | −34−0.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,189 | $780.9K | 0.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17,516 | $795.9K | 0.07% | −300−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 17,528 | $796.5K | 0.02% | −36,971−67.8% | Reduced |
| Fulton Bank, N.A. | 17,780 | $807.9K | 0.04% | −26−0.1% | Reduced |
| Ingalls & Snyder LLC | 17,784 | $808.0K | 0.04% | +388+2.2% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $808.9K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 17,826 | $810.1K | 0.02% | −5,230−22.7% | Reduced |
| Avitas Wealth Management LLC | 17,861 | $811.6K | 0.16% | +17,861 | New |
| Tokio Marine Asset Management Co Ltd | 17,894 | $813.1K | 0.06% | +6,021+50.7% | Added |
| Moody National Bank Trust Division | 17,910 | $813.8K | 0.07% | −26−0.1% | Reduced |
| Veritable, L.P. | 18,068 | $821.0K | 0.01% | −3,430−16.0% | Reduced |
| National Asset Management, Inc. | 18,166 | $825.4K | 0.02% | +4,083+29.0% | Added |
| Cutler Group LP | 18,210 | $827.0K | 0.13% | +14,137+347.1% | Added |
| Ci Investments Inc. | 18,287 | $831.0K | 0.00% | −549−2.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 18,344 | $833.5K | 0.12% | −200−1.1% | Reduced |
| Johnson Investment Counsel Inc | 18,373 | $834.9K | 0.01% | −5,338−22.5% | Reduced |
| GYL Financial Synergies, LLC | 18,390 | $835.6K | 0.10% | +7,549+69.6% | Added |
| Sunesis Advisors, LLC | 18,436 | $837.7K | 0.60% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18,533 | $842.1K | 0.02% | +10,707+136.8% | Added |
| Belpointe Asset Management LLC | 18,781 | $844.9K | 0.05% | −679−3.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,718 | $850.5K | 0.10% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 18,720 | $850.6K | 0.02% | +105+0.6% | Added |
| Trust Co | 18,823 | $855.3K | 0.13% | +3,651+24.1% | Added |
| Gifford Fong Associates | 18,872 | $858.0K | 0.23% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $858.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 18,900 | $858.8K | 0.12% | +1,145+6.4% | Added |
| Sigma Planning Corp | 18,915 | $859.5K | 0.03% | −800−4.1% | Reduced |
| Ieq Capital, LLC | 19,049 | $865.6K | 0.02% | +1,551+8.9% | Added |
| Balentine LLC | 19,177 | $871.4K | 0.03% | −416−2.1% | Reduced |
| Leisure Capital Management | 19,217 | $873.2K | 0.50% | +1,025+5.6% | Added |
| Legacy Capital Group California, Inc. | 19,225 | $873.6K | 0.43% | +19,225 | New |
| Banque Cantonale Vaudoise | 19,271 | $875.0K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,295 | $876.8K | 0.01% | −31,531−62.0% | Reduced |
| Bartlett & Co. LLC | 19,419 | $882.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 19,419 | $882.4K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 19,447 | $883.7K | 0.21% | +19,447 | New |
| Valeo Financial Advisors, LLC | 19,526 | $887.3K | 0.04% | +1,038+5.6% | Added |
| Foundations Investment Advisors, LLC | 19,567 | $889.1K | 0.03% | −216−1.1% | Reduced |
| Empowered Funds, LLC | 19,809 | $900.1K | 0.05% | −16,258−45.1% | Reduced |
| Twin Capital Management Inc | 19,894 | $904.0K | 0.12% | +19,894 | New |
| Advisors Asset Management, Inc. | 19,938 | $906.0K | 0.02% | +394+2.0% | Added |
| Mission Wealth Management, LP | 20,086 | $912.7K | 0.04% | +126+0.6% | Added |
| Klingenstein Fields & Co LP | 20,217 | $918.7K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 20,258 | $920.5K | 0.04% | −5,749−22.1% | Reduced |
| Rothschild Investment Corp | 20,297 | $922.0K | 0.08% | −805−3.8% | Reduced |
| Quantamental Technologies LLC | 20,332 | $923.9K | 0.50% | +20,332 | New |
| Wedbush Securities Inc | 20,546 | $934.0K | 0.05% | +5,023+32.4% | Added |
| Vestmark Advisory Solutions, Inc. | 20,555 | $934.0K | 0.04% | +1,579+8.3% | Added |
| Legacy Wealth Asset Management, LLC | 20,839 | $946.9K | 0.34% | −170−0.8% | Reduced |
| Archford Capital Strategies, LLC | 21,160 | $949.7K | 0.20% | +1,387+7.0% | Added |
| Hudson Portfolio Management LLC | 20,955 | $952.2K | 1.07% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $955.9K | 0.84% | – | – |
| Gateway Investment Advisers LLC | 21,064 | $957.1K | 0.01% | +9,418+80.9% | Added |
| MAI Capital Management | 21,215 | $964.0K | 0.02% | +2,409+12.8% | Added |
| Signature Wealth Management Partners, LLC | 21,237 | $965.0K | 0.90% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 21,224 | $966.0K | 0.04% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 21,386 | $971.8K | 0.16% | +21,386 | New |
| Pathstone Family Office, LLC | 20,593 | $972.0K | 0.02% | −11,910−36.6% | Reduced |
| Empirical Finance, LLC | 21,416 | $973.1K | 0.09% | +854+4.2% | Added |
| Guardian Investment Management | 20,636 | $975.9K | 0.75% | +11,586+128.0% | Added |