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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 38,400 | $1.74M | 0.05% | +38,400 | New |
| Silvercrest Asset Management Group LLC | 38,716 | $1.76M | 0.01% | −320−0.8% | Reduced |
| Copperwynd Financial, LLC | 38,843 | $1.77M | 0.90% | +38,843 | New |
| Teza Capital Management LLC | 39,569 | $1.80M | 0.39% | −21,377−35.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 40,435 | $1.84M | 0.47% | +1,786+4.6% | Added |
| KCS Wealth Advisory | 40,709 | $1.85M | 0.70% | −6,134−13.1% | Reduced |
| SG Americas Securities, LLC | 40,923 | $1.86M | 0.03% | −23,531−36.5% | Reduced |
| Norinchukin Bank, The | 40,997 | $1.86M | 0.04% | +1,164+2.9% | Added |
| Lighthouse Investment Partners, LLC | 41,141 | $1.87M | 0.16% | −86,509−67.8% | Reduced |
| CIBC Private Wealth Group, LLC | 41,253 | $1.87M | 0.01% | −826−2.0% | Reduced |
| Ergoteles LLC | 41,666 | $1.89M | 0.07% | +41,666 | New |
| Oppenheimer Asset Management Inc. | 41,735 | $1.90M | 0.03% | +27,948+202.7% | Added |
| La Banque Postale Asset Management SA | 42,571 | $1.93M | 0.05% | −2,750−6.1% | Reduced |
| AE Wealth Management LLC | 43,596 | $1.98M | 0.01% | −13,075−23.1% | Reduced |
| Prudential PLC | 43,645 | $1.98M | 0.02% | −2,847−6.1% | Reduced |
| Gries Financial LLC | 43,800 | $1.99M | 0.59% | −3,474−7.3% | Reduced |
| Cobblestone Capital Advisors LLC | 43,800 | $1.99M | 0.15% | −2,660−5.7% | Reduced |
| First Manhattan Co | 43,960 | $2.00M | 0.01% | +789+1.8% | Added |
| Convergence Investment Partners, LLC | 44,029 | $2.00M | 1.18% | +2,834+6.9% | Added |
| Atria Wealth Solutions, Inc. | 44,245 | $2.01M | 0.03% | +6,893+18.5% | Added |
| Shayne & Co., LLC | 44,360 | $2.02M | 1.10% | +1,116+2.6% | Added |
| Vetamer Capital Management, L.P. | 45,150 | $2.05M | 2.83% | +45,150 | New |
| B. Metzler seel. Sohn & Co. AG | 45,230 | $2.06M | 0.03% | −2,862−6.0% | Reduced |
| Quantinno Capital Management LP | 45,357 | $2.06M | 0.14% | −1,626−3.5% | Reduced |
| Pacer Advisors, Inc. | 45,722 | $2.08M | 0.01% | +25,408+125.1% | Added |
| Winton Group Ltd | 47,030 | $2.14M | 0.13% | +8,018+20.6% | Added |
| Vestcor Inc | 47,084 | $2.14M | 0.08% | +28,877+158.6% | Added |
| Forte Capital LLC | 47,386 | $2.15M | 0.33% | −5,241−10.0% | Reduced |
| Intrinsic Value Partners, LLC | 47,549 | $2.16M | 2.92% | −1,804−3.7% | Reduced |
| Louisiana State Employees Retirement System | 47,800 | $2.17M | 0.05% | +300+0.6% | Added |
| Delta Financial Advisors LLC | 47,950 | $2.18M | 1.05% | −777−1.6% | Reduced |
| Atria Investments LLC | 48,106 | $2.19M | 0.04% | +9,558+24.8% | Added |
| Cubic Asset Management, LLC | 48,490 | $2.20M | 0.62% | −1,825−3.6% | Reduced |
| Highlander Capital Management, LLC | 49,517 | $2.25M | 1.10% | −488−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 49,643 | $2.26M | 0.20% | +4,383+9.7% | Added |
| Park National Corp | 49,833 | $2.26M | 0.10% | −2,697−5.1% | Reduced |
| MYDA Advisors LLC | 50,000 | $2.27M | 0.96% | +50,000 | New |
| AdvisorNet Financial, Inc | 50,484 | $2.29M | 0.21% | −460−0.9% | Reduced |
| Opus Investment Management Inc | 50,500 | $2.29M | 0.83% | 00.0% | Unchanged |
| Stephens Inc | 51,031 | $2.32M | 0.04% | −3,040−5.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 52,691 | $2.39M | 0.99% | −13,100−19.9% | Reduced |
| Ritholtz Wealth Management | 52,824 | $2.40M | 0.12% | +4,998+10.5% | Added |
| Baxter Bros Inc | 53,275 | $2.42M | 0.38% | −3,100−5.5% | Reduced |
| JustInvest LLC | 53,667 | $2.44M | 0.08% | +7,084+15.2% | Added |
| Ami Investment Management Inc | 55,160 | $2.51M | 1.17% | −11,237−16.9% | Reduced |
| Meeder Asset Management Inc | 55,200 | $2.51M | 0.20% | +390+0.7% | Added |
| Poehling Capital Management, LLC | 56,042 | $2.55M | 0.86% | +1,545+2.8% | Added |
| Epacria Capital Partners, LLC | 57,150 | $2.60M | 2.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 57,677 | $2.62M | 0.34% | +1,348+2.4% | Added |
| Maryland State Retirement & Pension System | 58,107 | $2.64M | 0.06% | +1,111+1.9% | Added |
| Kentucky Retirement Systems | 58,157 | $2.64M | 0.10% | +341+0.6% | Added |
| Gould Capital, LLC | 58,475 | $2.66M | 2.05% | +2,701+4.8% | Added |
| Qube Research & Technologies Ltd | 58,604 | $2.66M | 0.02% | +3,083+5.6% | Added |
| Investment Management Corp of Ontario | 58,948 | $2.68M | 0.11% | +29,691+101.5% | Added |
| Wakefield Asset Management LLLP | 59,381 | $2.70M | 1.12% | +59,381 | New |
| Assenagon Asset Management S.A. | 59,708 | $2.71M | 0.01% | −1,290−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 60,038 | $2.73M | 0.42% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 60,411 | $2.75M | 0.47% | −2,813−4.4% | Reduced |
| D L Carlson Investment Group Inc | 60,514 | $2.75M | 0.62% | −8,367−12.1% | Reduced |
| Arjuna Capital | 60,673 | $2.76M | 1.08% | +19,711+48.1% | Added |
| Securian Asset Management, Inc | 60,782 | $2.76M | 0.07% | +395+0.7% | Added |
| Putnam Investments LLC | 61,045 | $2.77M | 0.00% | +61,045 | New |
| Inlet Private Wealth, LLC | 61,150 | $2.78M | 0.72% | −10,000−14.1% | Reduced |
| Elo Mutual Pension Insurance Co | 61,313 | $2.79M | 0.09% | +1,920+3.2% | Added |
| Boyar Asset Management Inc. | 61,690 | $2.80M | 2.16% | −90.0% | Reduced |
| Lountzis Asset Management, LLC | 61,846 | $2.81M | 1.66% | +781+1.3% | Added |
| Hartford Investment Management Co | 61,938 | $2.81M | 0.10% | +8,932+16.9% | Added |
| Concentric Wealth Management, LLC | 62,106 | $2.82M | 0.93% | +575+0.9% | Added |
| Lazard Asset Management LLC | 62,571 | $2.84M | 0.00% | +39,747+174.1% | Added |
| Pinkerton Retirement Specialists, LLC | 62,773 | $2.85M | 0.53% | +62,773 | New |
| Achmea Investment Management B.V. | 62,778 | $2.85M | 0.08% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 63,204 | $2.87M | 0.01% | +1,767+2.9% | Added |
| Integrated Wealth Concepts LLC | 63,419 | $2.88M | 0.06% | +45,916+262.3% | Added |
| Graham Capital Management, L.P. | 63,744 | $2.90M | 0.10% | +16,281+34.3% | Added |
| Ossiam | 63,805 | $2.90M | 0.06% | +37,239+140.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 64,258 | $2.92M | 0.05% | +5,351+9.1% | Added |
| Graphene Investments SAS | 65,300 | $2.97M | 1.98% | +65,300 | New |
| Northwest Investment Counselors, LLC | 65,478 | $2.98M | 0.83% | +1,279+2.0% | Added |
| Estabrook Capital Management | 67,300 | $3.06M | 0.53% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 67,429 | $3.06M | 0.13% | +23,935+55.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 67,525 | $3.07M | 1.76% | +2,075+3.2% | Added |
| Steel Peak Wealth Management LLC | 67,612 | $3.07M | 0.21% | +16,424+32.1% | Added |
| Daiwa Securities Group Inc. | 68,056 | $3.09M | 0.02% | +6,504+10.6% | Added |
| British Columbia Investment Management Corp | 68,371 | $3.11M | 0.03% | +364+0.5% | Added |
| Walleye Capital LLC | 68,658 | $3.12M | 0.06% | −22,991−25.1% | Reduced |
| Lincoln Capital LLC | 68,672 | $3.12M | 0.86% | −1,210−1.7% | Reduced |
| First Hawaiian Bank | 69,275 | $3.15M | 0.11% | −1,036−1.5% | Reduced |
| Edgestream Partners, L.P. | 69,682 | $3.17M | 0.35% | +69,682 | New |
| Teachers Retirement System of the State of Kentucky | 70,294 | $3.19M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 71,784 | $3.26M | 0.02% | +7,268+11.3% | Added |
| Elgethun Capital Management | 71,940 | $3.27M | 1.04% | −518−0.7% | Reduced |
| Bridgewater Associates, LP | 73,417 | $3.34M | 0.02% | −331,348−81.9% | Reduced |
| Bragg Financial Advisors, Inc | 76,327 | $3.47M | 0.20% | −3,059−3.9% | Reduced |
| Stolper Co | 76,852 | $3.49M | 1.50% | +286+0.4% | Added |
| Ariel Investments, LLC | 78,663 | $3.57M | 0.03% | 00.0% | Unchanged |
| Barbara Oil Co. | 80,000 | $3.64M | 1.74% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 80,008 | $3.64M | 0.62% | +4,660+6.2% | Added |
| Cetera Advisor Networks LLC | 80,502 | $3.66M | 0.03% | +2,862+3.7% | Added |
| HRT Financial LP | 83,331 | $3.79M | 0.05% | +1,020+1.2% | Added |
| BlueMar Capital Management, LLC | 84,864 | $3.86M | 3.60% | +84,864 | New |