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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 440 | $22.9K | 0.01% | +4+0.9% | Added |
| Caldwell Trust Co | 441 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $23.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 471 | $24.5K | 0.01% | +4+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $26.0K | 0.02% | +500 | New |
| MidAtlantic Capital Management, Inc. | 521 | $27.1K | 0.03% | +521 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $27.7K | 0.01% | +533 | New |
| Zions Bancorporation, N.A. | 538 | $28.0K | 0.00% | +27+5.3% | Added |
| FSC Wealth Advisors, LLC | 543 | $28.3K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 547 | $28.5K | 0.00% | −353−39.2% | Reduced |
| EntryPoint Capital, LLC | 561 | $29.2K | 0.03% | +561 | New |
| Adirondack Trust Co | 543 | $30.5K | 0.01% | −3−0.5% | Reduced |
| Optimum Investment Advisors | 600 | $31.2K | 0.02% | −2,400−80.0% | Reduced |
| Able Wealth Management LLC | 615 | $32.0K | 0.03% | +615 | New |
| Hartford Financial Management Inc. | 625 | $32.5K | 0.01% | +183+41.4% | Added |
| Johnson Financial Group, Inc. | 655 | $34.1K | 0.00% | −965−59.6% | Reduced |
| Cape Investment Advisory, Inc. | 656 | $34.1K | 0.02% | −53−7.5% | Reduced |
| Assetmark, Inc | 659 | $34.3K | 0.00% | +34+5.4% | Added |
| Bromfield Sneider Wealth Advisors | 666 | $34.7K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $34.9K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 664 | $35.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 678 | $35.3K | 0.01% | −1−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 858 | $36.0K | 0.00% | +527+159.2% | Added |
| Sittner & Nelson, LLC | 700 | $36.4K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 720 | $37.5K | 0.02% | +720 | New |
| Central Bank & Trust Co | 729 | $37.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 741 | $39.0K | 0.00% | +3+0.4% | Added |
| Duncker Streett & Co Inc | 750 | $39.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 761 | $39.6K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $40.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 778 | $40.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 800 | $41.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 833 | $43.4K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 850 | $44.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 879 | $45.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 890 | $46.3K | 0.01% | +4+0.5% | Added |
| Community Bank, N.A. | 900 | $46.8K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 962 | $50.1K | 0.01% | +962 | New |
| Baystate Wealth Management LLC | 980 | $51.0K | 0.00% | +11+1.1% | Added |
| Global Financial Private Client, LLC | 981 | $51.1K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 982 | $51.1K | 0.00% | +24+2.5% | Added |
| Sawyer & Company, Inc | 1,000 | $52.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $52.0K | 0.06% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,036 | $53.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,063 | $56.0K | 0.04% | +521+96.1% | Added |
| Cambridge Trust Co | 1,100 | $57.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $57.3K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,100 | $57.3K | 0.03% | +1,100 | New |
| Chilton Capital Management LLC | 1,159 | $60.3K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,162 | $60.5K | 0.09% | −141−10.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $61.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,199 | $62.4K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $63.6K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $63.7K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,232 | $64.1K | 0.02% | −6,926−84.9% | Reduced |
| Grove Bank & Trust | 1,266 | $65.9K | 0.01% | −200−13.6% | Reduced |
| CVA Family Office, LLC | 1,269 | $66.1K | 0.01% | +1,269 | New |
| Oakworth Capital, Inc. | 1,292 | $67.2K | 0.01% | −1,932−59.9% | Reduced |
| CoreFirst Bank & Trust | 1,320 | $68.7K | 0.05% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,339 | $69.7K | 0.09% | +1,339 | New |
| Loomis Sayles & Co L P | 1,354 | $70.0K | 0.00% | +978+260.1% | Added |
| Trust Co | 1,347 | $70.1K | 0.01% | −621−31.6% | Reduced |
| Arrow Financial Corp | 1,350 | $70.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,350 | $70.3K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,365 | $71.0K | 0.01% | +1,240+992.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,379 | $71.8K | 0.02% | +1,379 | New |
| Coppell Advisory Solutions LLC | 1,386 | $72.1K | 0.01% | +387+38.7% | Added |
| Ancora Advisors, LLC | 1,450 | $75.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,455 | $75.7K | 0.01% | +7+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,539 | $80.1K | 0.01% | +750+95.1% | Added |
| FinTrust Capital Advisors, LLC | 1,546 | $80.5K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,565 | $81.5K | 0.03% | +1,565 | New |
| MV Capital Management, Inc. | 1,580 | $82.2K | 0.01% | +42+2.7% | Added |
| Hanson & Doremus Investment Management | 1,602 | $83.0K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,600 | $83.3K | 0.08% | +1,600 | New |
| Bay Harbor Wealth Management, LLC | 1,608 | $83.7K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,620 | $84.3K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,634 | $85.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,718 | $89.4K | 0.02% | +393+29.7% | Added |
| Peoples Financial Services Corp. | 1,725 | $89.8K | 0.04% | −400−18.8% | Reduced |
| Massmutual Trust Co FSB | 1,761 | $91.7K | 0.00% | +489+38.4% | Added |
| TD Private Client Wealth LLC | 1,801 | $93.7K | 0.00% | +973+117.5% | Added |
| Smartleaf Asset Management LLC | 1,815 | $94.7K | 0.03% | +1,815 | New |
| Arlington Partners LLC | 1,840 | $95.8K | 0.03% | +1,840 | New |
| Prestige Wealth Management Group LLC | 1,847 | $96.1K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,856 | $96.6K | 0.03% | +279+17.7% | Added |
| ICA Group Wealth Management, LLC | 1,859 | $96.8K | 0.02% | +1,859 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,873 | $97.5K | 0.01% | −132−6.6% | Reduced |
| Arlington Trust Co LLC | 1,903 | $99.1K | 0.03% | +1,903 | New |
| Rakuten Investment Management, Inc. | 1,909 | $99.7K | 0.00% | +1,909 | New |
| Legacy Bridge, LLC | 1,919 | $99.9K | 0.06% | +1,919 | New |
| IFP Advisors, Inc | 1,929 | $100.4K | 0.00% | +18+0.9% | Added |
| Cetera Trust Company, N.A | 1,930 | $100.5K | 0.06% | +1,930 | New |
| Glen Eagle Advisors, LLC | 1,950 | $101.5K | 0.02% | −100−4.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,962 | $102.1K | 0.05% | +1,679+593.3% | Added |
| West Paces Advisors Inc. | 1,964 | $102.2K | 0.03% | +1,257+177.8% | Added |
| Glassman Wealth Services | 1,972 | $102.7K | 0.01% | +591+42.8% | Added |
| REAP Financial Group, LLC | 1,989 | $103.5K | 0.03% | +1,989 | New |