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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 40,415 | $1.72M | 0.02% | +4,921+13.9% | Added |
| Engineers Gate Manager LP | 39,697 | $1.69M | 0.06% | +9,429+31.2% | Added |
| Sound Income Strategies, LLC | 39,549 | $1.69M | 0.14% | +2,202+5.9% | Added |
| KCS Wealth Advisory | 39,417 | $1.68M | 0.72% | −3,019−7.1% | Reduced |
| Convergence Investment Partners, LLC | 39,279 | $1.68M | 0.99% | −6,314−13.8% | Reduced |
| Trexquant Investment LP | 39,132 | $1.67M | 0.04% | +39,132 | New |
| Cobblestone Capital Advisors LLC | 38,540 | $1.64M | 0.12% | −2,880−7.0% | Reduced |
| Bridgeway Capital Management, LLC | 38,400 | $1.64M | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 38,134 | $1.63M | 0.01% | −900−2.3% | Reduced |
| King Luther Capital Management Corp | 38,109 | $1.63M | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 38,024 | $1.62M | 0.13% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 37,951 | $1.62M | 0.02% | −7,490−16.5% | Reduced |
| Orion Portfolio Solutions, LLC | 37,951 | $1.62M | 0.02% | −7,490−16.5% | Reduced |
| Cohen Capital Management, Inc. | 37,736 | $1.61M | 0.33% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 37,415 | $1.60M | 0.04% | −1,571−4.0% | Reduced |
| New Mexico Educational Retirement Board | 37,360 | $1.59M | 0.07% | +1,600+4.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 37,284 | $1.59M | 0.05% | +2,716+7.9% | Added |
| Ami Investment Management Inc | 37,029 | $1.58M | 0.71% | −2,555−6.5% | Reduced |
| WCG Wealth Advisors LLC | 36,055 | $1.55M | 0.11% | +36,055 | New |
| Wetherby Asset Management Inc | 36,359 | $1.55M | 0.09% | +1,546+4.4% | Added |
| Pathstone Family Office, LLC | 36,216 | $1.54M | 0.01% | +15,952+78.7% | Added |
| E. Ohman J:or Asset Management AB | 35,953 | $1.53M | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 35,800 | $1.53M | 0.00% | −80,221−69.1% | Reduced |
| First Manhattan Co | 35,276 | $1.50M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 35,222 | $1.50M | 0.10% | −14,674−29.4% | Reduced |
| Falcon Wealth Planning | 35,127 | $1.50M | 0.32% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 35,120 | $1.50M | 0.05% | +22,792+184.9% | Added |
| Delta Capital Management LLC | 35,095 | $1.50M | 1.12% | −1,050−2.9% | Reduced |
| Private Advisor Group, LLC | 34,877 | $1.49M | 0.01% | +1,219+3.6% | Added |
| Citizens Financial Group Inc | 34,843 | $1.49M | 0.06% | −732−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,493 | $1.47M | 0.00% | −2,053−5.6% | Reduced |
| Wolf Group Capital Advisors | 34,017 | $1.45M | 0.69% | −734−2.1% | Reduced |
| Moors & Cabot, Inc. | 33,804 | $1.44M | 0.10% | −315−0.9% | Reduced |
| Twin Capital Management Inc | 33,655 | $1.44M | 0.21% | +14,654+77.1% | Added |
| Rodgers Brothers Inc. | 33,524 | $1.43M | 0.24% | −1,721−4.9% | Reduced |
| Avantax Advisory Services, Inc. | 33,366 | $1.42M | 0.02% | +2,624+8.5% | Added |
| Guggenheim Capital LLC | 33,218 | $1.42M | 0.01% | −6,249−15.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.38M | 0.58% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 32,221 | $1.37M | 0.07% | +927+3.0% | Added |
| Magnetar Financial LLC | 31,680 | $1.35M | 0.03% | +31,680 | New |
| Douglass Winthrop Advisors, LLC | 31,377 | $1.34M | 0.03% | −3,600−10.3% | Reduced |
| Norinchukin Bank, The | 31,058 | $1.32M | 0.03% | −38,866−55.6% | Reduced |
| Commerce Bank | 30,953 | $1.32M | 0.01% | −866−2.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 30,514 | $1.30M | 0.48% | −121−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 30,207 | $1.29M | 0.02% | −1,962−6.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 30,067 | $1.28M | 0.29% | −3,610−10.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.27M | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 29,762 | $1.27M | 0.16% | −1,368−4.4% | Reduced |
| Edgewood Management LLC | 29,704 | $1.27M | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 29,559 | $1.26M | 0.05% | +1,412+5.0% | Added |
| Peapack Gladstone Financial Corp | 29,363 | $1.25M | 0.02% | −420−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,913 | $1.24M | 0.02% | −3,551−10.9% | Reduced |
| DRW Securities, LLC | 28,905 | $1.23M | 0.10% | +21,856+310.1% | Added |
| Shell Asset Management Co | 28,552 | $1.22M | 0.05% | −1,342−4.5% | Reduced |
| CAPROCK Group, Inc. | 28,517 | $1.22M | 0.09% | +2,338+8.9% | Added |
| Joel Isaacson & Co., LLC | 28,428 | $1.21M | 0.08% | +17,350+156.6% | Added |
| Logan Capital Management Inc | 28,382 | $1.21M | 0.06% | −82−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 28,189 | $1.20M | 0.13% | +7,993+39.6% | Added |
| Robinson Value Management, Ltd. | 28,165 | $1.20M | 0.89% | −317−1.1% | Reduced |
| SNS Financial Group, LLC | 27,851 | $1.19M | 0.16% | −42−0.2% | Reduced |
| Wealthfront Advisers LLC | 27,841 | $1.19M | 0.01% | −557−2.0% | Reduced |
| Neville Rodie & Shaw Inc | 27,782 | $1.19M | 0.11% | 00.0% | Unchanged |
| APG Asset Management N.V. | 27,702 | $1.18M | 0.00% | −1,300−4.5% | Reduced |
| Commonwealth Retirement Investments LLC | 27,536 | $1.17M | 0.68% | +27,536 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 27,416 | $1.17M | 0.09% | +1,638+6.4% | Added |
| Kanawha Capital Management LLC | 27,252 | $1.16M | 0.11% | −295−1.1% | Reduced |
| Oppenheimer & Co Inc | 27,183 | $1.16M | 0.02% | +1,085+4.2% | Added |
| Cary Street Partner Investment Advisory LLC | 27,143 | $1.16M | 0.06% | +130+0.5% | Added |
| Cove Street Capital, LLC | 27,400 | $1.15M | 0.39% | −900−3.2% | Reduced |
| Tiaa Trust, National Association | 26,649 | $1.14M | 0.00% | +26,649 | New |
| Greenleaf Trust | 26,517 | $1.13M | 0.01% | +4,261+19.1% | Added |
| Ascent Wealth Partners, LLC | 26,282 | $1.12M | 0.21% | +1,796+7.3% | Added |
| Rockefeller Capital Management L.P. | 26,074 | $1.11M | 0.00% | −9,391−26.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,066 | $1.11M | 0.18% | −925−3.4% | Reduced |
| Lido Advisors, LLC | 26,059 | $1.11M | 0.01% | −294−1.1% | Reduced |
| Empirical Finance, LLC | 25,942 | $1.11M | 0.08% | +2,039+8.5% | Added |
| FDx Advisors, Inc. | 25,681 | $1.09M | 0.09% | +7,673+42.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 25,592 | $1.09M | 0.32% | −558−2.1% | Reduced |
| ExodusPoint Capital Management, LP | 25,507 | $1.09M | 0.01% | +25,507 | New |
| Meiji Yasuda Asset Management Co Ltd. | 25,458 | $1.09M | 0.05% | −160−0.6% | Reduced |
| World Equity Group, Inc. | 25,344 | $1.08M | 0.23% | −63−0.2% | Reduced |
| Edgestream Partners, L.P. | 25,300 | $1.08M | 0.09% | +16,844+199.2% | Added |
| Columbia Asset Management | 25,295 | $1.08M | 0.24% | +1,165+4.8% | Added |
| Regions Financial Corp | 24,769 | $1.06M | 0.01% | −8,305−25.1% | Reduced |
| Los Angeles Capital Management LLC | 24,668 | $1.05M | 0.00% | −134,908−84.5% | Reduced |
| Banque Cantonale Vaudoise | 24,666 | $1.05M | 0.05% | +5,395+28.0% | Added |
| Carret Asset Management, LLC | 24,600 | $1.05M | 0.15% | −500−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,582 | $1.05M | 0.03% | +1,930+8.5% | Added |
| Flputnam Investment Management Co | 24,216 | $1.03M | 0.03% | −29,452−54.9% | Reduced |
| Johnson Investment Counsel Inc | 23,950 | $1.02M | 0.01% | +1,406+6.2% | Added |
| United Services Automobile Association | 23,807 | $1.02M | 0.03% | +7,274+44.0% | Added |
| Horizon Investments, LLC | 23,935 | $1.01M | 0.03% | +925+4.0% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.01M | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 23,115 | $985.9K | 0.36% | +98+0.4% | Added |
| Geller Advisors LLC | 23,105 | $985.4K | 0.11% | +15,673+210.9% | Added |
| First National Trust Co | 23,068 | $983.9K | 0.05% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 23,000 | $981.0K | 0.90% | +3,000+15.0% | Added |
| Hudson Portfolio Management LLC | 22,940 | $978.4K | 1.11% | +35+0.2% | Added |
| Voloridge Investment Management, LLC | 22,894 | $976.4K | 0.00% | −243,373−91.4% | Reduced |
| Dean Capital Management | 22,665 | $966.7K | 0.72% | +22,665 | New |