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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 14,704 | $627.1K | 0.01% | −7,463−33.7% | Reduced |
| Van Hulzen Asset Management, LLC | 14,802 | $631.0K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 14,845 | $633.1K | 0.12% | +10,325+228.4% | Added |
| Cornerstone Advisors, LLC | 14,900 | $635.5K | 0.03% | −12,100−44.8% | Reduced |
| National Asset Management, Inc. | 14,944 | $637.4K | 0.02% | −30,429−67.1% | Reduced |
| McRae Capital Management Inc | 14,985 | $639.1K | 0.19% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 14,375 | $639.4K | 0.11% | 00.0% | Unchanged |
| Mma Asset Management LLC | 15,054 | $642.1K | 0.37% | +15,054 | New |
| Hudson Valley Investment Advisors Inc | 15,142 | $645.8K | 0.09% | −2,327−13.3% | Reduced |
| Alliance Wealth Advisors, LLC | 15,143 | $645.8K | 0.47% | −19−0.1% | Reduced |
| Ieq Capital, LLC | 15,146 | $646.0K | 0.01% | +764+5.3% | Added |
| Meiji Yasuda Life Insurance Co | 15,165 | $646.8K | 0.02% | −3,900−20.5% | Reduced |
| Quantamental Technologies LLC | 15,370 | $655.5K | 0.62% | +15,370 | New |
| M Holdings Securities, Inc. | 15,376 | $656.0K | 0.09% | +15,376 | New |
| Parallax Volatility Advisers, L.P. | 15,497 | $660.9K | 0.02% | +11,631+300.9% | Added |
| Telemus Capital, LLC | 15,564 | $663.8K | 0.06% | −2,774−15.1% | Reduced |
| Greenup Street Wealth Management LLC | 15,747 | $671.6K | 0.22% | +4,224+36.7% | Added |
| Verdence Capital Advisors LLC | 15,823 | $674.9K | 0.07% | −1,643−9.4% | Reduced |
| Group One Trading, L.P. | 15,829 | $675.1K | 0.03% | +4,130+35.3% | Added |
| Ostrum Asset Management | 15,855 | $676.2K | 0.06% | −108−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 15,899 | $678.1K | 0.00% | −847−5.1% | Reduced |
| Principle Wealth Partners LLC | 15,902 | $678.2K | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 15,941 | $679.9K | 0.04% | +1,143+7.7% | Added |
| Whittier Trust Co | 15,968 | $681.0K | 0.01% | −212−1.3% | Reduced |
| Beck Mack & Oliver LLC | 16,013 | $683.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16,354 | $697.5K | 0.01% | −879−5.1% | Reduced |
| Strategic Investment Advisors | 16,488 | $703.2K | 0.12% | −212−1.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,500 | $703.7K | 0.11% | +1,000+6.5% | Added |
| Outlook Wealth Advisors, LLC | 16,513 | $704.3K | 0.27% | +405+2.5% | Added |
| Veriti Management LLC | 16,531 | $705.0K | 0.08% | +1,061+6.9% | Added |
| Coastal Investment Advisors, Inc. | 15,895 | $707.7K | 0.16% | −300−1.9% | Reduced |
| Benin Management CORP | 16,820 | $717.4K | 0.27% | +3,100+22.6% | Added |
| M&R Capital Management Inc | 16,995 | $724.8K | 0.20% | −180−1.0% | Reduced |
| Beacon Financial Group | 16,150 | $725.0K | 0.10% | −371−2.2% | Reduced |
| GWM Advisors LLC | 17,352 | $740.1K | 0.01% | +1,640+10.4% | Added |
| Ingalls & Snyder LLC | 17,387 | $742.0K | 0.04% | −267−1.5% | Reduced |
| Panagora Asset Management Inc | 17,463 | $744.8K | 0.00% | −9,701−35.7% | Reduced |
| Baldwin Brothers Inc | 17,516 | $747.1K | 0.06% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 17,538 | $748.0K | 0.45% | −3,344−16.0% | Reduced |
| GYL Financial Synergies, LLC | 17,578 | $749.7K | 0.07% | −173−1.0% | Reduced |
| Fulton Bank, N.A. | 17,704 | $755.1K | 0.04% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 17,801 | $759.2K | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,110 | $772.4K | 0.01% | +9,296+105.5% | Added |
| Aspire Private Capital, LLC | 18,162 | $774.6K | 0.25% | +1,397+8.3% | Added |
| Kestra Advisory Services, LLC | 18,204 | $776.4K | 0.01% | −12,201−40.1% | Reduced |
| Advisory Services Network, LLC | 18,207 | $776.5K | 0.02% | +319+1.8% | Added |
| SRN Advisors, LLC | 18,252 | $778.4K | 0.77% | −1,136−5.9% | Reduced |
| Sunesis Advisors, LLC | 18,436 | $786.3K | 0.56% | +18,436 | New |
| Edgemoor Investment Advisors, Inc. | 18,718 | $798.3K | 0.09% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $805.0K | 0.19% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $805.5K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 18,911 | $806.6K | 0.02% | +3,606+23.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 18,938 | $807.7K | 0.02% | −1,565,199−98.8% | Reduced |
| Ci Investments Inc. | 19,192 | $819.0K | 0.00% | +495+2.6% | Added |
| Bailard, Inc. | 19,242 | $820.7K | 0.03% | +4,116+27.2% | Added |
| Capstone Investment Advisors, LLC | 19,394 | $827.2K | 0.02% | −3,609−15.7% | Reduced |
| Parsons Capital Management Inc | 19,468 | $830.3K | 0.07% | −2,268−10.4% | Reduced |
| IMC-Chicago, LLC | 20,116 | $857.9K | 0.06% | +8,814+78.0% | Added |
| Klingenstein Fields & Co LP | 20,117 | $858.0K | 0.04% | −80−0.4% | Reduced |
| Gateway Investment Advisers LLC | 20,159 | $859.8K | 0.01% | −638−3.1% | Reduced |
| Stevens Capital Management LP | 20,164 | $860.0K | 0.25% | +20,164 | New |
| Segall Bryant & Hamill, LLC | 20,239 | $863.2K | 0.01% | −108−0.5% | Reduced |
| Evergreen Capital Management LLC | 20,289 | $865.3K | 0.04% | +135+0.7% | Added |
| Centiva Capital, LP | 20,317 | $866.5K | 0.04% | +20,317 | New |
| Leisure Capital Management | 20,398 | $870.0K | 0.50% | +496+2.5% | Added |
| Rothschild Investment Corp | 20,672 | $882.0K | 0.07% | +375+1.8% | Added |
| Moody National Bank Trust Division | 20,784 | $886.4K | 0.06% | +2,685+14.8% | Added |
| Pitcairn Co | 20,789 | $886.7K | 0.07% | −1,577−7.1% | Reduced |
| Argent Trust Co | 20,790 | $886.7K | 0.05% | −285−1.4% | Reduced |
| First Heartland Consultants, Inc. | 20,817 | $888.0K | 0.11% | +8,210+65.1% | Added |
| Archford Capital Strategies, LLC | 20,841 | $888.9K | 0.18% | −373−1.8% | Reduced |
| Blair William & Co | 20,962 | $894.0K | 0.00% | −1,210−5.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,232 | $905.5K | 0.07% | −370−1.7% | Reduced |
| Signature Wealth Management Partners, LLC | 21,364 | $911.2K | 0.89% | +127+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 21,419 | $913.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 21,419 | $914.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 21,648 | $923.3K | 0.04% | −5,562−20.4% | Reduced |
| Lebenthal Global Advisors, LLC | 22,056 | $940.7K | 0.28% | −1,741−7.3% | Reduced |
| Anchor Investment Management, LLC | 22,147 | $944.6K | 0.12% | −1,534−6.5% | Reduced |
| Mission Wealth Management, LP | 22,158 | $945.0K | 0.04% | +803+3.8% | Added |
| Live Oak Investment Partners | – | $950.3K | 0.82% | – | – |
| Stratos Wealth Partners, LTD. | 22,285 | $950.5K | 0.02% | +301+1.4% | Added |
| Blueshift Asset Management, LLC | 22,380 | $954.5K | 0.56% | +4,718+26.7% | Added |
| Advisors Asset Management, Inc. | 22,382 | $954.6K | 0.02% | +2,109+10.4% | Added |
| Gotham Asset Management, LLC | 22,441 | $957.1K | 0.02% | −469−2.0% | Reduced |
| Forum Financial Management, LP | 22,578 | $962.9K | 0.02% | +21+0.1% | Added |
| Dean Capital Management | 22,665 | $966.7K | 0.72% | +22,665 | New |
| Voloridge Investment Management, LLC | 22,894 | $976.4K | 0.00% | −243,373−91.4% | Reduced |
| Hudson Portfolio Management LLC | 22,940 | $978.4K | 1.11% | +35+0.2% | Added |
| Aquila Investment Management LLC | 23,000 | $981.0K | 0.90% | +3,000+15.0% | Added |
| First National Trust Co | 23,068 | $983.9K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 23,105 | $985.4K | 0.11% | +15,673+210.9% | Added |
| Karpas Strategies, LLC | 23,115 | $985.9K | 0.36% | +98+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.01M | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 23,935 | $1.01M | 0.03% | +925+4.0% | Added |
| United Services Automobile Association | 23,807 | $1.02M | 0.03% | +7,274+44.0% | Added |
| Johnson Investment Counsel Inc | 23,950 | $1.02M | 0.01% | +1,406+6.2% | Added |
| Flputnam Investment Management Co | 24,216 | $1.03M | 0.03% | −29,452−54.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,582 | $1.05M | 0.03% | +1,930+8.5% | Added |
| Carret Asset Management, LLC | 24,600 | $1.05M | 0.15% | −500−2.0% | Reduced |