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 |
|---|---|---|---|---|---|
| City State Bank | 2,702 | $115.0K | 0.06% | −400−12.9% | Reduced |
| Webster Bank, N. A. | 2,711 | $115.6K | 0.02% | −91−3.2% | Reduced |
| CKW Financial Group | 2,900 | $124.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,000 | $128.0K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $128.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,053 | $130.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 3,068 | $130.8K | 0.02% | −965−23.9% | Reduced |
| Deseret Mutual Benefit Administrators | 3,092 | $131.9K | 0.06% | −162−5.0% | Reduced |
| Central Trust Co | 3,148 | $134.3K | 0.00% | −64−2.0% | Reduced |
| Oakworth Capital, Inc. | 3,224 | $137.5K | 0.01% | −199−5.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,239 | $138.1K | 0.03% | −400−11.0% | Reduced |
| Capital Analysts, LLC | 3,315 | $141.0K | 0.01% | −83−2.4% | Reduced |
| St Germain D J Co Inc | 3,337 | $142.3K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,467 | $148.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,646 | $156.0K | 0.01% | +218+6.4% | Added |
| Neo Ivy Capital Management | 3,708 | $158.0K | 0.07% | +3,708 | New |
| Cutler Group LP | 3,755 | $160.0K | 0.03% | +2,015+115.8% | Added |
| Hall Laurie J Trustee | 3,905 | $167.0K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 3,952 | $168.5K | 0.00% | +1,072+37.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $169.0K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,064 | $173.3K | 0.01% | +30+0.7% | Added |
| Harbour Investments, Inc. | 4,120 | $175.7K | 0.01% | −716−14.8% | Reduced |
| JFS Wealth Advisors, LLC | 4,157 | $177.3K | 0.02% | +29+0.7% | Added |
| Barrett & Company, Inc. | 4,278 | $182.5K | 0.11% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,373 | $186.5K | 0.19% | −299−6.4% | Reduced |
| Benjamin Edwards Inc | 4,429 | $189.0K | 0.04% | −283−6.0% | Reduced |
| Sentry Investment Management LLC | 4,521 | $193.0K | 0.09% | −316−6.5% | Reduced |
| Concord Wealth Partners | 4,639 | $197.9K | 0.04% | +1,668+56.1% | Added |
| Brown, Lisle/Cummings, Inc. | 4,666 | $199.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 4,698 | $200.4K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 4,778 | $201.4K | 0.01% | +4,778 | New |
| Personal Cfo Solutions, LLC | 4,725 | $201.5K | 0.04% | +4,725 | New |
| Fisher Asset Management, LLC | 4,733 | $201.9K | 0.00% | −667−12.4% | Reduced |
| Covington Investment Advisors Inc. | 4,741 | $202.0K | 0.04% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $204.0K | 0.01% | 00.0% | Unchanged |
| Arden Trust Co | 4,808 | $205.1K | 0.03% | −540−10.1% | Reduced |
| Proequities, Inc. | 4,815 | $205.4K | 0.02% | −20−0.4% | Reduced |
| Vident Advisory, LLC | 4,837 | $206.3K | 0.01% | +4,837 | New |
| Erste Asset Management GmbH | 4,841 | $206.5K | 0.00% | −340−6.6% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $206.7K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,851 | $206.9K | 0.03% | +563+13.1% | Added |
| Sigma Planning Corp | 4,860 | $207.3K | 0.01% | −1,058−17.9% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $207.8K | 0.01% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,881 | $208.2K | 0.07% | +4,881 | New |
| Spire Wealth Management | 4,893 | $208.7K | 0.01% | −157−3.1% | Reduced |
| Lincoln Capital Corp | 4,900 | $209.0K | 0.11% | −3,000−38.0% | Reduced |
| Financial Advisory Corp | 4,906 | $209.0K | 0.10% | +4,906 | New |
| LGT Financial Advisors LLC | 4,914 | $209.6K | 0.27% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,916 | $209.7K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,940 | $210.7K | 0.03% | −605−10.9% | Reduced |
| Adviser Investments LLC | 4,945 | $210.9K | 0.00% | +4,945 | New |
| Echo Street Capital Management LLC | 4,947 | $211.0K | 0.00% | +4,947 | New |
| Penn Mutual Asset Management, LLC | 4,950 | $211.1K | 0.20% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,954 | $211.3K | 0.00% | −20,862−80.8% | Reduced |
| SYSTM Wealth Solutions LLC | 4,978 | $212.3K | 0.03% | −1,097−18.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,997 | $213.1K | 0.02% | −7−0.1% | Reduced |
| Van Strum & Towne Inc. | 5,000 | $213.3K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $213.3K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,000 | $213.3K | 0.00% | +5,000 | New |
| Stratos Wealth Advisors, LLC | 5,109 | $217.9K | 0.01% | +5,109 | New |
| LVW Advisors, LLC | 5,160 | $220.1K | 0.05% | +5,160 | New |
| HF Advisory Group, LLC | 5,008 | $220.4K | 0.16% | +5,008 | New |
| Baker Ellis Asset Management LLC | 5,190 | $221.4K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,192 | $221.4K | 0.01% | +59+1.1% | Added |
| Umb Bank N A | 5,202 | $221.9K | 0.00% | −76−1.4% | Reduced |
| Kathmere Capital Management, LLC | 5,247 | $223.8K | 0.03% | +504+10.6% | Added |
| Paragon Capital Management Ltd | 5,278 | $225.1K | 0.05% | −241−4.4% | Reduced |
| Riverwater Partners LLC | 5,301 | $226.1K | 0.21% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 5,325 | $227.1K | 0.22% | −610−10.3% | Reduced |
| Hutchinson Capital Management | 5,332 | $227.4K | 0.05% | −15−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 5,367 | $228.9K | 0.01% | −357−6.2% | Reduced |
| Kovack Advisors, Inc. | 5,372 | $229.1K | 0.03% | −277−4.9% | Reduced |
| Summit Trail Advisors, LLC | 5,388 | $229.8K | 0.01% | +652+13.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $229.9K | 0.01% | 00.0% | Unchanged |
| Meritage Group LP | 5,398 | $230.0K | 0.01% | −1,023−15.9% | Reduced |
| Firestone Capital Management | 5,413 | $230.9K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,431 | $231.6K | 0.01% | −826−13.2% | Reduced |
| Confluence Wealth Services, Inc. | 5,434 | $231.8K | 0.05% | +10.0% | Added |
| CM Wealth Advisors LLC | 5,000 | $232.3K | 0.09% | +5,000 | New |
| First Nebraska Trust Co | 5,507 | $234.9K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 5,527 | $235.7K | 0.02% | −967−14.9% | Reduced |
| Perigon Wealth Management, LLC | 5,543 | $236.4K | 0.01% | +5,543 | New |
| Accurate Wealth Management, LLC | 5,569 | $241.7K | 0.08% | +5,569 | New |
| Prospera Financial Services Inc | 5,714 | $243.7K | 0.01% | +1,193+26.4% | Added |
| Waldron Private Wealth LLC | 5,798 | $247.3K | 0.01% | −219−3.6% | Reduced |
| UniSuper Management Pty Ltd | 5,800 | $247.4K | 0.00% | +300+5.5% | Added |
| Prio Wealth Limited Partnership | 5,809 | $247.8K | 0.01% | +1,236+27.0% | Added |
| Vivaldi Capital Management, LLC | 5,823 | $248.4K | 0.08% | +96+1.7% | Added |
| Altfest L J & Co Inc | 5,842 | $249.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,844 | $249.2K | 0.16% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,610 | $250.2K | 0.06% | +5,610 | New |
| Meridian Investment Counsel Inc. | 5,867 | $250.2K | 0.09% | −400−6.4% | Reduced |
| McIlrath & Eck, LLC | 5,920 | $252.5K | 0.05% | +209+3.7% | Added |
| Angeles Investment Advisors, LLC | 5,931 | $253.0K | 0.02% | −959−13.9% | Reduced |
| IFG Advisors, LLC | 5,999 | $255.9K | 0.09% | 00.0% | Unchanged |
| Tobam | 6,116 | $261.0K | 0.02% | +928+17.9% | Added |
| Kingsview Wealth Management, LLC | 6,131 | $261.5K | 0.01% | +1,439+30.7% | Added |
| Thompson Siegel & Walmsley LLC | 6,197 | $264.0K | 0.00% | +30+0.5% | Added |
| Keystone Financial Group | 6,190 | $264.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,235 | $265.9K | 0.00% | −887−12.5% | Reduced |