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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, Q4 2023

Institutional positions in Bank of New York Mellon Corp as of Dec 31, 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
1,170
+101 vs. Q3 2023
Shares held
642.3M
+1.72M (+0.3%) vs. Q3 2023
Total value
$33.4B
+$6.10B (+22.3%) vs. Q3 2023
New holders
179
363 more added
Sold out
78
430 more reduced

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,170 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ4 2023: $33.4B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2023.

Institutions holding BNY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Highline Wealth Partners LLC0$10.00%0Unchanged
Dogwood Wealth Management LLC0$80.00%0New
Pathway Financial Advisers, LLC1$260.00%00.0%Unchanged
Caitlin John, LLC8$4220.00%+8New
ORG Partners LLC8$4240.00%+8New
Kelly Financial Services LLC11$5470.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.13$6670.00%00.0%Unchanged
Trifecta Capital Advisors, LLC15$7810.00%00.0%Unchanged
CGC Financial Services, LLC15$7810.00%00.0%Unchanged
Tfo-TDC, LLC18$9370.00%00.0%Unchanged
Acadian Asset Management LLC33$1.00K0.00%−420−92.7%Reduced
Financial Management Professionals, Inc.21$1.00K0.00%−179−89.5%Reduced
Centerpoint Advisors, LLC28$1.00K0.00%00.0%Unchanged
Garner Asset Management Corp20$1.09K0.00%+20New
Valued Wealth Advisors LLC28$1.20K0.00%+28New
Frazier Financial Advisors, LLC25$1.30K0.00%+25New
WealthCollab, LLC25$1.30K0.00%+25New
TFC Financial Management32$1.67K0.00%+8+33.3%Added
Park Place Capital Corp34$1.77K0.00%00.0%Unchanged
Creative Capital Management Investments LLC36$1.87K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$2.08K0.00%00.0%Unchanged
Creative Financial Designs Inc42$2.19K0.00%00.0%Unchanged
Scarborough Advisors, LLC46$2.38K0.00%+46New
Rakuten Securities, Inc.52$2.71K0.00%+52New
ClariVest Asset Management LLC55$2.86K0.00%−21−27.6%Reduced
PSI Advisors, LLC55$2.86K0.00%00.0%Unchanged
Dunhill Financial, LLC56$2.90K0.00%+56New
Long Island Wealth Management, Inc.49$3.00K0.00%+49New
Pineridge Advisors LLC67$3.49K0.00%+67New
Sachetta, LLC68$3.54K0.00%+68New
Tucker Asset Management LLC70$3.64K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC71$3.70K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC72$3.75K0.00%00.0%Unchanged
Bogart Wealth, LLC81$4.22K0.00%−150−64.9%Reduced
SJS Investment Consulting Inc.81$4.23K0.00%−1−1.2%Reduced
Colonial Trust Advisors89$4.63K0.00%00.0%Unchanged
MCF Advisors LLC96$5.00K0.00%00.0%Unchanged
Key Financial Inc100$5.21K0.00%00.0%Unchanged
Gold Investment Management Ltd.100$5.21K0.00%+100New
Missouri Trust & Investment Co111$5.78K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.140$5.97K0.01%00.0%Unchanged
Planning Capital Management Corp116$6.04K0.00%+116New
Nalls Sherbakoff Group, LLC118$6.14K0.01%00.0%Unchanged
Abound Wealth Management118$6.15K0.00%+32+37.2%Added
Jones Financial Companies LLLP125$6.51K0.00%00.0%Unchanged
Lee Financial Co127$6.61K0.00%+110+647.1%Added
Asset Dedication, LLC131$7.00K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC136$7.05K0.00%−1,045−88.5%Reduced
Financial Freedom, LLC140$7.29K0.00%+78+125.8%Added
First Personal Financial Services150$7.81K0.00%00.0%Unchanged
Independence Bank of Kentucky150$7.81K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC156$8.12K0.00%00.0%Unchanged
Fortitude Family Office, LLC156$8.12K0.01%+156New
Global Trust Asset Management, LLC164$8.56K0.00%00.0%Unchanged
Red Tortoise LLC167$8.69K0.00%−58−25.8%Reduced
TCTC Holdings, LLC167$8.69K0.00%00.0%Unchanged
Raffa Wealth Management, LLC168$8.74K0.00%00.0%Unchanged
Dividend Assets Capital, LLC164$9.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC175$9.11K0.00%00.0%Unchanged
Luken Investment Analytics, LLC184$9.58K0.01%00.0%Unchanged
Centennial Bank185$9.63K0.01%−6,434−97.2%Reduced
Pinnacle Bancorp, Inc.187$9.73K0.00%00.0%Unchanged
Operose Advisors LLC190$9.89K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC200$10.4K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC221$11.0K0.00%00.0%Unchanged
Transcendent Capital Group LLC216$11.2K0.01%+216New
Quarry LP217$11.3K0.01%+217New
Westside Investment Management, Inc.227$11.8K0.00%00.0%Unchanged
Cornerstone Planning Group LLC244$12.7K0.00%+59+31.9%Added
Core Alternative Capital244$12.7K0.00%−60−19.7%Reduced
GW&K Investment Management, LLC257$13.0K0.00%−22−7.9%Reduced
Capital Advisors, Ltd. LLC242$13.0K0.00%00.0%Unchanged
PrairieView Partners, LLC251$13.0K0.00%00.0%Unchanged
Creekmur Asset Management LLC250$13.0K0.00%+250New
Private Wealth Management Group, LLC273$14.2K0.01%+273New
Pension & Wealth Management Advisors, Inc.279$14.5K0.01%00.0%Unchanged
PFS Partners, LLC283$14.7K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.280$15.0K0.01%+280New
Hazlett, Burt & Watson, Inc.298$16.0K0.01%00.0%Unchanged
TSFG, LLC300$16.0K0.01%00.0%Unchanged
Piscataqua Savings Bank319$16.6K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC322$16.8K0.01%+3+0.9%Added
HBC Financial Services, PLLC330$17.0K0.01%+3+0.9%Added
Salem Investment Counselors Inc327$17.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC341$17.8K0.00%+1+0.3%Added
Versant Capital Management, Inc355$18.5K0.01%−19−5.1%Reduced
Atwood & Palmer Inc355$18.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.377$19.6K0.00%+377New
Atlas Capital Advisors LLC382$19.9K0.00%00.0%Unchanged
Venturi Wealth Management, LLC388$20.2K0.00%+169+77.2%Added
Cedar Mountain Advisors, LLC389$20.2K0.01%00.0%Unchanged
Gradient Investments LLC389$20.3K0.00%+3+0.8%Added
Kelly Lawrence W & Associates Inc400$20.8K0.00%00.0%Unchanged
Washington Trust Co400$20.8K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.396$21.0K0.02%+4+1.0%Added
Harbor Investment Advisory, LLC409$21.3K0.00%00.0%Unchanged
Salomon & Ludwin, LLC512$21.8K0.00%00.0%Unchanged
Brown Brothers Harriman & Co430$22.4K0.00%−46−9.7%Reduced
Larson Financial Group LLC433$22.5K0.00%+10+2.4%Added