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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 6,325 | $269.8K | 0.18% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,344 | $270.6K | 0.02% | −431−6.4% | Reduced |
| Ropes Wealth Advisors LLC | 6,372 | $271.8K | 0.05% | −1,500−19.1% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $274.0K | 0.12% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 6,448 | $275.0K | 0.03% | +6,448 | New |
| Front Barnett Associates LLC | 6,530 | $279.0K | 0.03% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 6,600 | $281.5K | 0.06% | +6,600 | New |
| Siemens Fonds Invest GmbH | 6,608 | $281.8K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 6,615 | $282.1K | 0.02% | +6,615 | New |
| Centennial Bank | 6,619 | $282.3K | 0.20% | −3,032−31.4% | Reduced |
| Round Rock Advisors, LLC | 6,645 | $283.4K | 0.11% | 00.0% | Unchanged |
| Readystate Asset Management LP | 6,661 | $284.1K | 0.02% | +6,661 | New |
| Affinity Investment Advisors, LLC | 6,667 | $284.3K | 0.18% | −2,058−23.6% | Reduced |
| Summit Global Investments | 6,675 | $285.0K | 0.02% | −219,106−97.0% | Reduced |
| Ascent Group, LLC | 6,329 | $285.1K | 0.03% | +623+10.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,695 | $285.5K | 0.08% | +7+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 6,714 | $286.4K | 0.02% | +6,714 | New |
| KB Financial Partners, LLC | 6,773 | $289.0K | 0.08% | +79+1.2% | Added |
| Atlantic Union Bankshares Corp | 6,777 | $289.0K | 0.03% | −434−6.0% | Reduced |
| Empowered Funds, LLC | 6,807 | $290.3K | 0.01% | +1,240+22.3% | Added |
| FineMark National Bank & Trust | 6,829 | $291.3K | 0.01% | −29−0.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,846 | $292.0K | 0.10% | −712−9.4% | Reduced |
| ODonnell Financial Services, LLC | 6,866 | $292.8K | 0.16% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,905 | $294.5K | 0.03% | −340−4.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,973 | $297.0K | 0.10% | −510−6.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 6,983 | $297.8K | 0.07% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,990 | $298.1K | 0.28% | −450−6.0% | Reduced |
| Fortis Group Advisors, LLC | 7,100 | $302.8K | 0.09% | +7,100 | New |
| BFSG, LLC | 7,130 | $304.0K | 0.05% | +7,130 | New |
| Woodward Diversified Capital, LLC | 7,132 | $304.2K | 0.22% | +727+11.4% | Added |
| S&T Bank | 7,150 | $305.0K | 0.06% | 00.0% | Unchanged |
| Congress Asset Management Co | 7,171 | $305.9K | 0.00% | +7,171 | New |
| Balentine LLC | 7,176 | $306.0K | 0.01% | +121+1.7% | Added |
| First National Bank & Trust Co of Newtown | 7,183 | $306.4K | 0.07% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,199 | $307.0K | 0.14% | −250−3.4% | Reduced |
| KMG Fiduciary Partners, LLC | 7,225 | $308.1K | 0.04% | +10.0% | Added |
| Huntington National Bank | 7,237 | $308.7K | 0.00% | −3,291−31.3% | Reduced |
| NinePointTwo Capital | 7,308 | $311.0K | 0.13% | +7,308 | New |
| Manchester Capital Management LLC | 7,308 | $311.7K | 0.05% | +30.0% | Added |
| ING Groep NV | 7,312 | $311.9K | 0.00% | +7,312 | New |
| Graypoint LLC | 7,403 | $315.7K | 0.03% | +159+2.2% | Added |
| Summit Financial, LLC | 7,406 | $315.9K | 0.02% | −23−0.3% | Reduced |
| IVC Wealth Advisors LLC | 7,410 | $316.0K | 0.21% | +34+0.5% | Added |
| Glenview Trust Co | 7,421 | $316.5K | 0.01% | −359−4.6% | Reduced |
| NEOS Investment Management LLC | 7,468 | $318.5K | 0.04% | +7,468 | New |
| Whittier Trust Co of Nevada Inc | 7,484 | $319.2K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 7,487 | $319.3K | 0.09% | −2,225−22.9% | Reduced |
| Mather Group, LLC. | 7,488 | $319.4K | 0.01% | +151+2.1% | Added |
| Tradewinds, LLC. | 7,571 | $322.9K | 0.19% | −111−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,573 | $323.0K | 0.05% | −4−0.1% | Reduced |
| Perpetual Ltd | 7,670 | $327.1K | 0.00% | +1,262+19.7% | Added |
| Kowal Investment Group, LLC | 7,688 | $327.9K | 0.09% | +188+2.5% | Added |
| First Citizens Bank & Trust Co | 7,724 | $329.4K | 0.01% | +430+5.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,774 | $331.6K | 0.14% | −1,433−15.6% | Reduced |
| Courier Capital LLC | 7,778 | $331.7K | 0.03% | −2,949−27.5% | Reduced |
| CX Institutional | 7,795 | $332.5K | 0.02% | +339+4.5% | Added |
| Argent Capital Management LLC | 7,804 | $332.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 7,799 | $333.0K | 0.14% | +342+4.6% | Added |
| WealthTrust Axiom LLC | 7,817 | $333.4K | 0.12% | −9,227−54.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,818 | $333.4K | 0.01% | +64+0.8% | Added |
| We Are One Seven, LLC | 7,833 | $334.1K | 0.03% | −217−2.7% | Reduced |
| JNBA Financial Advisors | 7,854 | $335.0K | 0.04% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,874 | $335.8K | 0.06% | −200−2.5% | Reduced |
| Nations Financial Group Inc, | 7,876 | $335.9K | 0.03% | −104−1.3% | Reduced |
| Heritage Wealth Advisors | 7,889 | $336.5K | 0.02% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,921 | $337.8K | 0.13% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $338.8K | 0.19% | 00.0% | Unchanged |
| Northstar Group, Inc. | 7,977 | $340.2K | 0.08% | −896−10.1% | Reduced |
| Coldstream Capital Management Inc | 7,995 | $341.0K | 0.01% | −448−5.3% | Reduced |
| Bryn Mawr Trust Co | 8,000 | $341.2K | 0.02% | +258+3.3% | Added |
| Clarius Group, LLC | 8,026 | $342.3K | 0.03% | −2,107−20.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,029 | $342.4K | 0.03% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,103 | $345.6K | 0.11% | +20.0% | Added |
| Quinn Opportunity Partners LLC | 8,150 | $347.6K | 0.05% | 00.0% | Unchanged |
| Denali Advisors LLC | 8,158 | $347.9K | 0.12% | −8,203−50.1% | Reduced |
| HB Wealth Management, LLC | 8,224 | $350.8K | 0.01% | +3,036+58.5% | Added |
| Lountzis Asset Management, LLC | 8,400 | $358.0K | 0.20% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,430 | $358.0K | 0.01% | −100−1.2% | Reduced |
| WSFS Capital Management, LLC | 8,405 | $358.5K | 0.02% | +8,405 | New |
| Cigna Investments Inc | 8,407 | $359.0K | 0.08% | −1,012−10.7% | Reduced |
| Summit Financial Strategies, Inc. | 8,450 | $360.4K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,525 | $363.6K | 0.01% | +2,717+46.8% | Added |
| Crawford Investment Counsel Inc | 8,536 | $364.1K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 8,581 | $366.0K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 8,614 | $367.4K | 0.35% | 00.0% | Unchanged |
| Versor Investments LP | 8,624 | $367.8K | 0.07% | −5,200−37.6% | Reduced |
| Chicago Trust Co NA | 8,681 | $370.2K | 0.09% | +416+5.0% | Added |
| Foundations Investment Advisors, LLC | 8,729 | $372.3K | 0.01% | −6,253−41.7% | Reduced |
| Jeppson Wealth Management, LLC | 8,757 | $373.5K | 0.17% | +1,896+27.6% | Added |
| Camden Capital, LLC | 8,767 | $373.9K | 0.04% | +146+1.7% | Added |
| Hillsdale Investment Management Inc. | 8,820 | $376.2K | 0.03% | +600+7.3% | Added |
| Sherbrooke Park Advisers LLC | 8,843 | $377.2K | 0.12% | −8,245−48.3% | Reduced |
| Trust Co of Vermont | 8,898 | $379.5K | 0.03% | −3,141−26.1% | Reduced |
| Signet Financial Management, LLC | 8,904 | $379.8K | 0.06% | +8,904 | New |
| Gilbert & Cook, Inc. | 8,942 | $381.4K | 0.06% | +801+9.8% | Added |
| Ameritas Investment Partners, Inc. | 8,988 | $383.3K | 0.02% | +470+5.5% | Added |
| Tranquilli Financial Advisor LLC | 9,047 | $385.9K | 0.28% | +37+0.4% | Added |
| Canandaigua National Bank & Trust Co | 9,333 | $398.1K | 0.06% | −100−1.1% | Reduced |
| Birch Hill Investment Advisors LLC | 9,376 | $399.9K | 0.02% | +9,376 | New |
| Wesbanco Bank Inc | 9,483 | $404.4K | 0.02% | 00.0% | Unchanged |