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 |
|---|---|---|---|---|---|
| Eubel Brady & Suttman Asset Management Inc | 9,518 | $406.0K | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,568 | $408.1K | 0.01% | +644+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,580 | $408.6K | 0.08% | +1,355+16.5% | Added |
| XTX Topco Ltd | 9,663 | $412.1K | 0.07% | +9,663 | New |
| Trust Co of Virginia | 9,677 | $412.7K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 9,781 | $417.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9,782 | $417.2K | 0.04% | −9−0.1% | Reduced |
| Sicart Associates LLC | 10,000 | $426.5K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 10,002 | $426.6K | 0.01% | +7,247+263.0% | Added |
| Keystone Financial Services | 10,043 | $428.3K | 0.23% | −49−0.5% | Reduced |
| Park Avenue Securities LLC | 10,088 | $430.0K | 0.01% | −304−2.9% | Reduced |
| Farmers National Bank | 10,179 | $434.1K | 0.15% | −233−2.2% | Reduced |
| Private Trust Co NA | 10,195 | $434.8K | 0.06% | −7,271−41.6% | Reduced |
| WFA of San Diego, LLC | 10,233 | $436.4K | 0.45% | −705−6.4% | Reduced |
| NBT Bank N A | 10,335 | $440.8K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,358 | $441.8K | 0.01% | +1,631+18.7% | Added |
| Williams Jones Wealth Management, LLC. | 10,364 | $442.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 10,371 | $442.3K | 0.02% | −9,656−48.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 10,640 | $453.8K | 0.10% | +1,560+17.2% | Added |
| Aquatic Capital Management LLC | 10,700 | $456.0K | 0.02% | +10,700 | New |
| Allegheny Financial Group LTD | 10,699 | $456.3K | 0.17% | +403+3.9% | Added |
| Essex Financial Services, Inc. | 10,796 | $460.5K | 0.05% | −2,242−17.2% | Reduced |
| Ballentine Partners, LLC | 10,808 | $461.0K | 0.01% | +1,161+12.0% | Added |
| Intrepid Capital Management Inc | 10,826 | $461.7K | 0.32% | 00.0% | Unchanged |
| Cedrus LLC | 10,837 | $462.2K | 0.33% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,850 | $462.8K | 0.04% | +981+9.9% | Added |
| Signaturefd, LLC | 10,915 | $465.5K | 0.01% | +523+5.0% | Added |
| Jump Financial, LLC | 10,928 | $466.1K | 0.02% | −35,842−76.6% | Reduced |
| Fort Washington Investment Advisors Inc | 10,928 | $466.1K | 0.00% | −1,615−12.9% | Reduced |
| Curbstone Financial Management Corp | 10,950 | $467.0K | 0.12% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,959 | $467.4K | 0.06% | −2,406−18.0% | Reduced |
| Semmax Financial Advisors Inc. | 10,319 | $468.5K | 0.19% | +10,319 | New |
| Fund Management at Engine No. 1 LLC | 11,134 | $474.9K | 0.08% | +1,780+19.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,128 | $475.0K | 0.00% | +287+2.6% | Added |
| Tocqueville Asset Management L.P. | 11,147 | $475.4K | 0.01% | −6,205−35.8% | Reduced |
| Almanack Investment Partners, LLC. | 11,261 | $480.3K | 0.09% | +102+0.9% | Added |
| Spears Abacus Advisors LLC | 11,262 | $480.3K | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11,312 | $482.5K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 11,344 | $483.8K | 0.29% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,364 | $484.7K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 11,367 | $484.8K | 0.08% | +1,743+18.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,402 | $486.0K | 0.02% | −449−3.8% | Reduced |
| Snowden Capital Advisors LLC | 11,441 | $488.0K | 0.02% | −944−7.6% | Reduced |
| Bessemer Group Inc | 11,486 | $490.0K | 0.00% | −1,493−11.5% | Reduced |
| Wedbush Securities Inc | 11,508 | $491.0K | 0.02% | −7,278−38.7% | Reduced |
| First Foundation Advisors | 11,549 | $492.6K | 0.02% | +144+1.3% | Added |
| Continuum Advisory, LLC | 11,579 | $493.8K | 0.08% | −269−2.3% | Reduced |
| Synovus Financial Corp | 11,585 | $494.1K | 0.01% | −525−4.3% | Reduced |
| Lazard Asset Management LLC | 11,666 | $496.0K | 0.00% | −1,796−13.3% | Reduced |
| HM Payson & Co | 11,630 | $496.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,697 | $498.0K | 0.05% | +11,697 | New |
| Axxcess Wealth Management, LLC | 11,682 | $498.2K | 0.02% | +5,017+75.3% | Added |
| BSW Wealth Partners | 11,694 | $498.8K | 0.11% | +1,279+12.3% | Added |
| RSM US Wealth Management LLC | 11,695 | $498.8K | 0.02% | −20.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,800 | $503.3K | 0.20% | +11,800 | New |
| Vetamer Capital Management, L.P. | 11,806 | $503.5K | 0.93% | −21,321−64.4% | Reduced |
| Profund Advisors LLC | 11,813 | $503.8K | 0.03% | −61−0.5% | Reduced |
| Daymark Wealth Partners, LLC | 11,842 | $505.1K | 0.03% | −466−3.8% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $505.1K | 0.06% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 11,915 | $508.2K | 0.20% | +500+4.4% | Added |
| Fruth Investment Management | 12,000 | $511.0K | 0.15% | −300−2.4% | Reduced |
| DoubleLine ETF Adviser LP | 11,995 | $511.6K | 0.18% | +1,547+14.8% | Added |
| Fiduciary Trust Co | 12,147 | $518.1K | 0.01% | −2,500−17.1% | Reduced |
| Kolinsky Wealth Management, LLC | 12,161 | $518.7K | 0.51% | −547−4.3% | Reduced |
| Hunter Associates Investment Management LLC | 12,220 | $521.0K | 0.11% | +1,500+14.0% | Added |
| Valmark Advisers, Inc. | 12,342 | $526.4K | 0.01% | −87−0.7% | Reduced |
| Wolverine Trading, LLC | 12,351 | $526.8K | 0.01% | +12,351 | New |
| Cetera Advisors LLC | 12,372 | $527.6K | 0.01% | +616+5.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 12,419 | $529.7K | 0.02% | −729−5.5% | Reduced |
| Schulhoff & Co Inc | 12,459 | $531.4K | 0.27% | −3,863−23.7% | Reduced |
| Oak Thistle LLC | 12,484 | $532.4K | 0.16% | +12,484 | New |
| Davenport & Co LLC | 12,525 | $534.2K | 0.00% | −125−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,621 | $538.3K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 12,713 | $542.2K | 0.06% | +6,164+94.1% | Added |
| Sequoia Financial Advisors, LLC | 12,725 | $542.7K | 0.01% | +471+3.8% | Added |
| Apollon Wealth Management, LLC | 12,872 | $549.0K | 0.03% | −2,931−18.5% | Reduced |
| Pettee Investors, Inc. | 13,020 | $555.3K | 0.26% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 13,038 | $556.1K | 0.07% | +31+0.2% | Added |
| Bleakley Financial Group, LLC | 13,099 | $558.7K | 0.02% | −812−5.8% | Reduced |
| Sawtooth Solutions, LLC | 13,099 | $558.7K | 0.02% | −808−5.8% | Reduced |
| Loudon Investment Management, LLC | 13,113 | $559.3K | 0.38% | −245−1.8% | Reduced |
| Steel Peak Wealth Management LLC | 13,118 | $559.5K | 0.04% | −15−0.1% | Reduced |
| Sowell Financial Services LLC | 13,120 | $560.0K | 0.04% | +13,120 | New |
| Basepoint Wealth LLC | 13,145 | $560.6K | 0.46% | −357−2.6% | Reduced |
| Jacobi Capital Management LLC | 13,214 | $563.6K | 0.06% | +8+0.1% | Added |
| Raleigh Capital Management Inc. | 13,295 | $567.1K | 0.29% | +410+3.2% | Added |
| Waterfront Wealth Inc. | 13,704 | $567.7K | 0.19% | +20.0% | Added |
| IHT Wealth Management, LLC | 13,356 | $569.7K | 0.03% | +495+3.8% | Added |
| Vaughan David Investments LLC | 13,424 | $573.0K | 0.02% | −2,461−15.5% | Reduced |
| Peoples Bank | 13,570 | $578.8K | 0.50% | +13,570 | New |
| Voya Financial Advisors, Inc. | 13,606 | $580.7K | 0.07% | +1,319+10.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,627 | $581.0K | 0.07% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 13,651 | $582.2K | 0.50% | +2,193+19.1% | Added |
| Boston Family Office LLC | 13,830 | $590.0K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 13,978 | $596.2K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,034 | $598.5K | 0.01% | −344−2.4% | Reduced |
| MAI Capital Management | 14,076 | $600.4K | 0.01% | −51−0.4% | Reduced |
| Western Wealth Management, LLC | 14,106 | $601.6K | 0.05% | +5,358+61.2% | Added |
| Hancock Whitney Corp | 14,325 | $611.0K | 0.03% | −736−4.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,504 | $618.6K | 0.10% | 00.0% | Unchanged |