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 |
|---|---|---|---|---|---|
| Blair William & Co | 21,483 | $976.2K | 0.00% | +604+2.9% | Added |
| Lowe Brockenbrough & Co Inc | 21,572 | $980.2K | 0.08% | −70−0.3% | Reduced |
| Donald L. Hagan, LLC | 21,640 | $983.3K | 0.54% | +1,552+7.7% | Added |
| Forum Financial Management, LP | 21,886 | $994.5K | 0.03% | −284−1.3% | Reduced |
| Argent Trust Co | 21,996 | $999.5K | 0.06% | +732+3.4% | Added |
| Bradley Foster & Sargent Inc | 22,037 | $1.00M | 0.02% | −14−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 22,237 | $1.01M | 0.06% | −387−1.7% | Reduced |
| AXS Investments LLC | 22,253 | $1.01M | 0.33% | −2,487−10.1% | Reduced |
| Wealthfront Advisers LLC | 22,258 | $1.01M | 0.00% | +3,613+19.4% | Added |
| United Capital Financial Advisers, LLC | 22,359 | $1.02M | 0.01% | +3,003+15.5% | Added |
| Lincoln National Corp | 22,366 | $1.02M | 0.02% | −99−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,553 | $1.02M | 0.05% | +160+0.7% | Added |
| Parsons Capital Management Inc | 22,813 | $1.04M | 0.08% | −2,140−8.6% | Reduced |
| Karpas Strategies, LLC | 22,920 | $1.04M | 0.37% | +77+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,120 | $1.05M | 0.03% | +67+0.3% | Added |
| First National Trust Co | 23,218 | $1.06M | 0.06% | −356−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 23,332 | $1.06M | 0.21% | +800+3.6% | Added |
| IFG Advisory, LLC | 23,378 | $1.06M | 0.10% | +827+3.7% | Added |
| Lido Advisors, LLC | 23,402 | $1.06M | 0.01% | −28,595−55.0% | Reduced |
| Segall Bryant & Hamill, LLC | 23,503 | $1.07M | 0.01% | −1,718−6.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.07M | 0.03% | −238−1.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 23,793 | $1.08M | 0.12% | −1,078−4.3% | Reduced |
| Anchor Investment Management, LLC | 23,976 | $1.09M | 0.15% | −106−0.4% | Reduced |
| SRN Advisors, LLC | 24,664 | $1.11M | 1.01% | −4,320−14.9% | Reduced |
| Vontobel Holding Ltd. | 24,372 | $1.11M | 0.01% | +591+2.5% | Added |
| Lebenthal Global Advisors, LLC | 24,734 | $1.12M | 0.34% | −739−2.9% | Reduced |
| Horizon Investments, LLC | 25,244 | $1.14M | 0.03% | −332−1.3% | Reduced |
| Laffer Tengler Investments | 25,191 | $1.14M | 0.31% | −904−3.5% | Reduced |
| Carret Asset Management, LLC | 25,201 | $1.15M | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 25,535 | $1.16M | 0.07% | +399+1.6% | Added |
| Columbia Asset Management | 26,085 | $1.19M | 0.27% | +500+2.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,172 | $1.19M | 0.10% | −181−0.7% | Reduced |
| Pitcairn Co | 26,247 | $1.19M | 0.11% | −236−0.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,315 | $1.20M | 0.33% | −139−0.5% | Reduced |
| True North Advisors, LLC | 26,407 | $1.20M | 0.36% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 26,425 | $1.20M | 0.31% | +100+0.4% | Added |
| ISAM Funds (UK) Ltd | 26,480 | $1.20M | 1.53% | +26,480 | New |
| Cove Street Capital, LLC | 26,500 | $1.20M | 0.36% | −1,415−5.1% | Reduced |
| Ensign Peak Advisors, Inc | 26,506 | $1.20M | 0.00% | +576+2.2% | Added |
| Kula Investments, LLC | 26,584 | $1.21M | 0.30% | +26,584 | New |
| Western Wealth Management, LLC | 26,754 | $1.22M | 0.11% | +9,110+51.6% | Added |
| Cornerstone Advisors, LLC | 27,000 | $1.23M | 0.06% | +12,000+80.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,036 | $1.23M | 0.02% | −5,247−16.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,013 | $1.23M | 0.09% | −199−0.7% | Reduced |
| CAPROCK Group, Inc. | 27,268 | $1.24M | 0.10% | +1,967+7.8% | Added |
| Neville Rodie & Shaw Inc | 27,782 | $1.26M | 0.11% | −200−0.7% | Reduced |
| Robinson Value Management, Ltd. | 27,912 | $1.27M | 0.97% | −119−0.4% | Reduced |
| SNS Financial Group, LLC | 28,033 | $1.27M | 0.17% | +29+0.1% | Added |
| Kanawha Capital Management LLC | 28,236 | $1.28M | 0.12% | +123+0.4% | Added |
| Advisor Partners II, LLC | 28,290 | $1.29M | 0.07% | +3,296+13.2% | Added |
| Logan Capital Management Inc | 28,337 | $1.29M | 0.06% | +3,138+12.5% | Added |
| Oppenheimer & Co Inc | 28,525 | $1.30M | 0.03% | +1,279+4.7% | Added |
| APG Asset Management N.V. | 31,102 | $1.30M | 0.00% | −90,511−74.4% | Reduced |
| Gotham Asset Management, LLC | 29,169 | $1.33M | 0.03% | −31,724−52.1% | Reduced |
| Edgewood Management LLC | 29,704 | $1.35M | 0.00% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.35M | 0.02% | −194,800−86.7% | Reduced |
| Shay Capital LLC | 30,000 | $1.36M | 0.57% | −49,000−62.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 30,141 | $1.37M | 0.21% | −1,200−3.8% | Reduced |
| Peapack Gladstone Financial Corp | 30,303 | $1.38M | 0.03% | +3,683+13.8% | Added |
| DuPont Capital Management Corp | 30,549 | $1.39M | 0.07% | +9,809+47.3% | Added |
| Tiaa, FSB | 30,677 | $1.39M | 0.01% | −2,390−7.2% | Reduced |
| Duality Advisers, LP | 30,736 | $1.40M | 0.16% | +30,736 | New |
| Sumitomo Mitsui Financial Group, Inc. | 30,867 | $1.40M | 0.04% | +6,739+27.9% | Added |
| World Equity Group, Inc. | 61,178 | $1.41M | 0.24% | +37,897+162.8% | Added |
| Fiera Capital Corp | 30,949 | $1.41M | 0.00% | +7,720+33.2% | Added |
| Avantax Advisory Services, Inc. | 31,122 | $1.41M | 0.02% | +1,214+4.1% | Added |
| Leonteq Securities AG | 31,343 | $1.42M | 0.13% | +6,256+24.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,430 | $1.43M | 0.04% | +2,641+9.2% | Added |
| Townsend & Associates, Inc | 33,559 | $1.43M | 0.57% | −20,300−37.7% | Reduced |
| Dean Investment Associates, LLC | 31,575 | $1.43M | 0.23% | −162−0.5% | Reduced |
| Woodstock Corp | 31,740 | $1.44M | 0.18% | −8,968−22.0% | Reduced |
| Commerce Bank | 31,812 | $1.45M | 0.01% | −390−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.47M | 0.74% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 32,386 | $1.47M | 0.05% | +3,906+13.7% | Added |
| Rodgers Brothers Inc. | 32,877 | $1.49M | 0.29% | −250−0.8% | Reduced |
| Metropolitan Life Insurance Co | 32,899 | $1.49M | 0.08% | −9,643−22.7% | Reduced |
| FORA Capital, LLC | 33,457 | $1.52M | 0.15% | +33,457 | New |
| Regions Financial Corp | 33,538 | $1.52M | 0.01% | −757−2.2% | Reduced |
| Sound Income Strategies, LLC | 34,033 | $1.55M | 0.17% | +961+2.9% | Added |
| Private Advisor Group, LLC | 34,043 | $1.55M | 0.01% | −9,000−20.9% | Reduced |
| E. Ohman J:or Asset Management AB | 34,053 | $1.55M | 0.06% | +700+2.1% | Added |
| New Mexico Educational Retirement Board | 34,060 | $1.55M | 0.08% | −1,100−3.1% | Reduced |
| Shell Asset Management Co | 34,669 | $1.57M | 0.07% | −135−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,830 | $1.58M | 0.00% | −894−2.5% | Reduced |
| Falcon Wealth Planning | 35,108 | $1.60M | 0.40% | +1,000+2.9% | Added |
| Douglass Winthrop Advisors, LLC | 35,154 | $1.60M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 35,184 | $1.60M | 0.10% | +7,642+27.7% | Added |
| Verition Fund Management LLC | 35,520 | $1.61M | 0.03% | +13,343+60.2% | Added |
| Moors & Cabot, Inc. | 35,766 | $1.63M | 0.11% | +4,410+14.1% | Added |
| Wolf Group Capital Advisors | 35,917 | $1.63M | 0.81% | −805−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 36,045 | $1.64M | 0.01% | +1,493+4.3% | Added |
| Delta Capital Management LLC | 36,645 | $1.67M | 1.17% | −190−0.5% | Reduced |
| Brinker Capital Investments, LLC | 36,812 | $1.67M | 0.02% | +8,972+32.2% | Added |
| Orion Portfolio Solutions, LLC | 36,812 | $1.67M | 0.02% | +28,238+329.3% | Added |
| Citizens Financial Group Inc | 37,078 | $1.68M | 0.06% | +1,925+5.5% | Added |
| 1832 Asset Management L.P. | 37,709 | $1.71M | 0.00% | −397−1.0% | Reduced |
| Cohen Capital Management, Inc. | 37,736 | $1.71M | 0.35% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 37,885 | $1.72M | 0.01% | −266−0.7% | Reduced |
| Everence Capital Management Inc | 38,024 | $1.73M | 0.14% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 38,277 | $1.74M | 0.43% | −39,108−50.5% | Reduced |