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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, Q3 2023

Institutional positions in Bank of New York Mellon Corp as of Sep 30, 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
1,087
+20 vs. Q2 2023
Shares held
641.4M
−7.37M (−1.1%) vs. Q2 2023
Total value
$27.4B
−$1.51B (−5.2%) vs. Q2 2023
New holders
86
382 more added
Sold out
66
395 more reduced

16 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 1,087 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ3 2023: $27.4B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2023.

Institutions holding BNY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Highline Wealth Partners LLC0$10.00%0Unchanged
Pathway Financial Advisers, LLC1$210.00%+1New
Spartan Planning & Wealth Management5$2130.00%+5New
Oliver Lagore Vanvalin Investment Group10$4270.00%00.0%Unchanged
Kelly Financial Services LLC11$4480.00%−4−26.7%Reduced
Carmichael Hill & Associates, Inc.13$5420.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$6400.00%00.0%Unchanged
CGC Financial Services, LLC15$6400.00%00.0%Unchanged
Lee Financial Co17$7260.00%00.0%Unchanged
Tfo-TDC, LLC18$8010.00%+10+125.0%Added
Centerpoint Advisors, LLC28$1.00K0.00%00.0%Unchanged
TFC Financial Management24$1.02K0.00%00.0%Unchanged
Crewe Advisors LLC27$1.15K0.00%+5+22.7%Added
Montag A & Associates Inc30$1.28K0.00%00.0%Unchanged
Park Place Capital Corp34$1.45K0.00%00.0%Unchanged
Creative Capital Management Investments LLC36$1.53K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$1.71K0.00%00.0%Unchanged
Creative Financial Designs Inc42$1.79K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC48$2.05K0.00%00.0%Unchanged
PSI Advisors, LLC55$2.35K0.00%+55New
Financial Freedom, LLC62$2.64K0.00%00.0%Unchanged
Tucker Asset Management LLC70$2.99K0.00%00.0%Unchanged
ClariVest Asset Management LLC76$3.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC71$3.03K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC72$3.09K0.00%−20−21.7%Reduced
SJS Investment Consulting Inc.82$3.50K0.00%+12+17.1%Added
Abound Wealth Management86$3.67K0.00%−12−12.2%Reduced
Colonial Trust Advisors89$3.80K0.00%−32−26.4%Reduced
MCF Advisors LLC96$4.09K0.00%00.0%Unchanged
Key Financial Inc100$4.26K0.00%−76−43.2%Reduced
Missouri Trust & Investment Co111$4.73K0.00%00.0%Unchanged
Asset Dedication, LLC131$5.00K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC118$5.03K0.00%00.0%Unchanged
Jones Financial Companies LLLP125$5.33K0.00%00.0%Unchanged
Tompkins Financial Corp125$5.33K0.00%00.0%Unchanged
South State Corp.125$5.33K0.00%+125New
Spotlight Asset Group, Inc.140$5.97K0.01%00.0%Unchanged
Independence Bank of Kentucky150$6.40K0.00%00.0%Unchanged
First Personal Financial Services150$6.40K0.00%+150New
Sugarloaf Wealth Management, LLC156$6.65K0.00%00.0%Unchanged
Dividend Assets Capital, LLC164$7.00K0.00%00.0%Unchanged
Global Trust Asset Management, LLC164$7.01K0.00%00.0%Unchanged
TCTC Holdings, LLC167$7.12K0.00%00.0%Unchanged
Rock Creek Group, LP168$7.17K0.00%−71−29.7%Reduced
Raffa Wealth Management, LLC168$7.17K0.00%00.0%Unchanged
Tortoise Investment Management, LLC175$7.46K0.00%00.0%Unchanged
Luken Investment Analytics, LLC184$7.85K0.00%00.0%Unchanged
Cornerstone Planning Group LLC185$7.89K0.00%−341−64.8%Reduced
Pinnacle Bancorp, Inc.187$7.98K0.00%00.0%Unchanged
Operose Advisors LLC190$8.10K0.00%+190New
Boyd Watterson Asset Management LLC200$8.53K0.00%00.0%Unchanged
Financial Management Professionals, Inc.200$9.00K0.00%+16+8.7%Added
Authentikos Wealth Advisory, LLC213$9.08K0.01%+213New
Venturi Wealth Management, LLC219$9.34K0.00%+219New
Householder Group Estate & Retirement Specialist, LLC221$9.43K0.00%+221New
Fuller & Thaler Asset Management, Inc.225$9.60K0.00%00.0%Unchanged
Red Tortoise LLC225$9.60K0.01%+5+2.3%Added
Westside Investment Management, Inc.227$9.68K0.00%00.0%Unchanged
Bogart Wealth, LLC231$9.85K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC242$10.0K0.00%00.0%Unchanged
PrairieView Partners, LLC251$10.0K0.00%−12−4.6%Reduced
Steward Financial Group LLC250$10.0K0.00%+250New
Baker Avenue Asset Management, LP277$11.8K0.00%+78+39.2%Added
Pension & Wealth Management Advisors, Inc.279$11.9K0.01%00.0%Unchanged
GW&K Investment Management, LLC279$12.0K0.00%+25+9.8%Added
PFS Partners, LLC283$12.1K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC283$12.1K0.01%+283New
Earnest Partners LLC299$12.8K0.00%00.0%Unchanged
Column Capital Advisors, LLC300$12.8K0.00%00.0%Unchanged
Core Alternative Capital304$13.0K0.00%+1+0.3%Added
HBC Financial Services, PLLC327$13.0K0.01%+3+0.9%Added
Hazlett, Burt & Watson, Inc.298$13.0K0.01%00.0%Unchanged
TSFG, LLC300$13.0K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC319$13.6K0.01%+3+0.9%Added
Piscataqua Savings Bank319$13.6K0.01%00.0%Unchanged
Salem Investment Counselors Inc327$13.9K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.331$14.0K0.00%+98+42.1%Added
Certified Advisory Corp337$14.4K0.00%00.0%Unchanged
Princeton Global Asset Management LLC340$14.5K0.00%+2+0.6%Added
Atwood & Palmer Inc355$15.1K0.00%00.0%Unchanged
Versant Capital Management, Inc374$16.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.392$16.0K0.01%+3+0.8%Added
Loomis Sayles & Co L P376$16.0K0.00%+80+27.0%Added
Atlas Capital Advisors LLC382$16.3K0.00%00.0%Unchanged
Gradient Investments LLC386$16.5K0.00%+3+0.8%Added
Cedar Mountain Advisors, LLC389$16.6K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.395$16.8K0.00%+2+0.5%Added
Washington Trust Co400$17.1K0.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc400$17.1K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.407$17.4K0.01%+57+16.3%Added
Harbor Investment Advisory, LLC409$17.4K0.00%00.0%Unchanged
Acadian Asset Management LLC453$18.0K0.00%+420+1,272.7%Added
Larson Financial Group LLC423$18.0K0.00%−104−19.7%Reduced
SOA Wealth Advisors, LLC.436$18.6K0.00%+4+0.9%Added
Caldwell Trust Co441$18.8K0.00%−300−40.5%Reduced
Hartford Financial Management Inc.442$18.9K0.00%+442New
Bank of New Hampshire443$18.9K0.01%00.0%Unchanged
Kempen Capital Management N.V.444$18.9K0.00%00.0%Unchanged
JJJ Advisors Inc.467$19.9K0.01%00.0%Unchanged
Brown Brothers Harriman & Co476$20.3K0.00%−28−5.6%Reduced