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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 500 | $21.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 511 | $21.8K | 0.00% | +43+9.2% | Added |
| Salomon & Ludwin, LLC | 512 | $21.8K | 0.00% | +512 | New |
| Covestor Ltd | 542 | $23.0K | 0.02% | −5−0.9% | Reduced |
| FSC Wealth Advisors, LLC | 543 | $23.2K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 546 | $23.3K | 0.01% | −325−37.3% | Reduced |
| Ofi Invest Asset Management | 607 | $24.5K | 0.00% | +607 | New |
| Assetmark, Inc | 625 | $26.6K | 0.00% | +38+6.5% | Added |
| First PREMIER Bank | 664 | $28.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 666 | $28.4K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $28.6K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 679 | $29.0K | 0.01% | −16,854−96.1% | Reduced |
| AM Squared Ltd | 700 | $29.9K | 0.05% | −500−41.7% | Reduced |
| Sittner & Nelson, LLC | 700 | $29.9K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $30.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 709 | $30.2K | 0.02% | −121−14.6% | Reduced |
| West Tower Group, LLC | 724 | $30.9K | 0.02% | +724 | New |
| Bollard Group LLC | 738 | $31.0K | 0.00% | +4+0.5% | Added |
| Central Bank & Trust Co | 729 | $31.1K | 0.01% | −3,708−83.6% | Reduced |
| Duncker Streett & Co Inc | 750 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 761 | $32.5K | 0.01% | +161+26.8% | Added |
| Silvant Capital Management LLC | 774 | $33.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 778 | $33.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 789 | $33.7K | 0.00% | −14,900−95.0% | Reduced |
| Sandy Spring Bank | 800 | $34.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 833 | $35.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 828 | $35.3K | 0.00% | −68−7.6% | Reduced |
| Pflug Koory, LLC | 850 | $36.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 879 | $37.5K | 0.02% | +754+603.2% | Added |
| Sunbelt Securities, Inc. | 886 | $37.8K | 0.01% | +4+0.5% | Added |
| Community Bank, N.A. | 900 | $38.4K | 0.01% | −981−52.2% | Reduced |
| First Command Advisory Services, Inc. | 900 | $38.4K | 0.00% | +900 | New |
| Stonebridge Capital Advisors LLC | 948 | $40.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 958 | $40.9K | 0.00% | +26+2.8% | Added |
| Global Financial Private Client, LLC | 981 | $41.3K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 969 | $41.4K | 0.00% | +9+0.9% | Added |
| Bourgeon Capital Management LLC | 1,000 | $42.6K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $42.6K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,000 | $43.0K | 0.02% | −125−11.1% | Reduced |
| Legend Financial Advisors, Inc. | 1,036 | $44.2K | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 999 | $45.5K | 0.02% | +732+274.2% | Added |
| Cambridge Trust Co | 1,100 | $46.9K | 0.00% | −426−27.9% | Reduced |
| Gables Capital Management Inc. | 1,100 | $46.9K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $48.7K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 1,150 | $49.0K | 0.00% | +1,150 | New |
| Chilton Capital Management LLC | 1,159 | $49.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,181 | $50.4K | 0.02% | −6,414−84.5% | Reduced |
| Mendota Financial Group, LLC | 1,199 | $51.1K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $52.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $52.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,272 | $54.3K | 0.00% | +145+12.9% | Added |
| WR Wealth Planners, LLC | 1,275 | $54.4K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,303 | $55.6K | 0.09% | −141−9.8% | Reduced |
| CoreFirst Bank & Trust | 1,320 | $56.3K | 0.04% | +30+2.3% | Added |
| Hexagon Capital Partners LLC | 1,325 | $56.5K | 0.01% | −69−4.9% | Reduced |
| Arrow Financial Corp | 1,350 | $57.6K | 0.01% | −1,137−45.7% | Reduced |
| AllSquare Wealth Management LLC | 1,350 | $57.6K | 0.04% | −1−0.1% | Reduced |
| Glassman Wealth Services | 1,381 | $58.9K | 0.01% | +21+1.5% | Added |
| Focused Wealth Management, Inc | 1,448 | $61.8K | 0.01% | +6+0.4% | Added |
| Ancora Advisors, LLC | 1,450 | $61.8K | 0.00% | −355−19.7% | Reduced |
| Grove Bank & Trust | 1,466 | $62.5K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 1,500 | $63.1K | 0.01% | +1,500 | New |
| MV Capital Management, Inc. | 1,538 | $65.6K | 0.01% | −1,109−41.9% | Reduced |
| FinTrust Capital Advisors, LLC | 1,546 | $65.9K | 0.01% | +151+10.8% | Added |
| Rosenberg Matthew Hamilton | 1,577 | $67.3K | 0.02% | +447+39.6% | Added |
| Hanson & Doremus Investment Management | 1,602 | $68.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,608 | $68.6K | 0.03% | +27+1.7% | Added |
| GeoWealth Management, LLC | 1,629 | $69.0K | 0.01% | +1,093+203.9% | Added |
| Laffer Tengler Investments | 1,620 | $69.1K | 0.02% | −4,239−72.4% | Reduced |
| Johnson Financial Group, Inc. | 1,620 | $69.1K | 0.00% | −60−3.6% | Reduced |
| United Community Bank | 1,634 | $69.7K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,649 | $70.3K | 0.03% | −8,604−83.9% | Reduced |
| Bell Investment Advisors, Inc | 1,660 | $70.8K | 0.02% | +1,269+324.6% | Added |
| Prestige Wealth Management Group LLC | 1,847 | $78.8K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,899 | $81.0K | 0.03% | +1,542+431.9% | Added |
| IFP Advisors, Inc | 1,911 | $81.5K | 0.00% | −2,175−53.2% | Reduced |
| Trust Co | 1,968 | $83.9K | 0.01% | −7,807−79.9% | Reduced |
| Bleichroeder LP | 2,000 | $85.3K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $85.3K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,005 | $85.5K | 0.01% | −93−4.4% | Reduced |
| Perkins Coie Trust Co | 2,019 | $86.1K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,050 | $87.4K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 2,125 | $90.6K | 0.04% | −25−1.2% | Reduced |
| Resources Management Corp | 2,135 | $91.0K | 0.01% | −990−31.7% | Reduced |
| Colonial Trust Co | 2,300 | $98.1K | 0.02% | −200−8.0% | Reduced |
| Alta Advisers Ltd | 2,300 | $98.1K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $98.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,307 | $98.4K | 0.02% | −298−11.4% | Reduced |
| Institutional & Family Asset Management, LLC | 2,314 | $98.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,399 | $102.3K | 0.01% | +39+1.7% | Added |
| Macroview Investment Management LLC | 2,400 | $102.4K | 0.14% | +2,400 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $104.1K | 0.09% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,500 | $106.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,500 | $106.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,509 | $107.0K | 0.02% | +113+4.7% | Added |
| Farther Finance Advisors, LLC | 2,519 | $107.4K | 0.02% | +417+19.8% | Added |
| Lindbrook Capital, LLC | 2,555 | $109.0K | 0.01% | +170+7.1% | Added |
| Global Retirement Partners, LLC | 2,656 | $109.5K | 0.01% | −602−18.5% | Reduced |
| Investors Research Corp | 2,629 | $112.1K | 0.03% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,657 | $113.0K | 0.11% | −305−10.3% | Reduced |