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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $104.1K | 0.09% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $104.1K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $104.1K | 0.06% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,888 | $104.7K | 0.06% | +1,888 | New |
| Perkins Coie Trust Co | 2,019 | $105.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,050 | $106.7K | 0.02% | −250−10.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,089 | $108.7K | 0.02% | −1,150−35.5% | Reduced |
| Ci Investments Inc. | 2,104 | $110.0K | 0.00% | −17,088−89.0% | Reduced |
| Resources Management Corp | 2,135 | $111.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 2,139 | $111.3K | 0.10% | +2,139 | New |
| Alta Advisers Ltd | 2,300 | $119.7K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $119.9K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,314 | $120.4K | 0.02% | +7+0.3% | Added |
| Institutional & Family Asset Management, LLC | 2,322 | $120.9K | 0.02% | +8+0.3% | Added |
| City State Bank | 2,379 | $124.0K | 0.06% | −323−12.0% | Reduced |
| Compass Wealth Management LLC | 2,400 | $124.9K | 0.03% | −100−4.0% | Reduced |
| Macroview Investment Management LLC | 2,400 | $124.9K | 0.15% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,408 | $125.3K | 0.07% | −684−22.1% | Reduced |
| Washington Trust Advisors, Inc. | 2,441 | $127.1K | 0.01% | +42+1.8% | Added |
| Wellington Shields Capital Management, LLC | 2,500 | $130.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,552 | $132.8K | 0.03% | +892+53.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,580 | $134.3K | 0.00% | +2,355+1,046.7% | Added |
| Webster Bank, N. A. | 2,611 | $135.9K | 0.02% | −100−3.7% | Reduced |
| Parkside Financial Bank & Trust | 2,622 | $136.5K | 0.02% | +113+4.5% | Added |
| Investors Research Corp | 2,629 | $136.8K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 2,655 | $138.2K | 0.15% | +2,650+53,000.0% | Added |
| Concord Wealth Partners | 2,753 | $143.3K | 0.03% | −1,886−40.7% | Reduced |
| CKW Financial Group | 2,900 | $151.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 3,019 | $157.1K | 0.03% | −49−1.6% | Reduced |
| North Star Investment Management Corp. | 3,053 | $158.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,070 | $160.0K | 0.01% | −576−15.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,145 | $163.7K | 0.00% | −150,000−97.9% | Reduced |
| Central Trust Co | 3,148 | $163.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,198 | $166.0K | 0.01% | −117−3.5% | Reduced |
| Farther Finance Advisors, LLC | 3,275 | $170.5K | 0.01% | +756+30.0% | Added |
| St Germain D J Co Inc | 3,337 | $173.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,557 | $185.0K | 0.02% | +1,928+118.4% | Added |
| J.W. Cole Advisors, Inc. | 3,855 | $200.7K | 0.01% | +3,855 | New |
| Conning Inc. | 3,862 | $201.0K | 0.01% | +3,862 | New |
| Wesbanco Bank Inc | 3,864 | $201.1K | 0.01% | −5,619−59.3% | Reduced |
| RKL Wealth Management LLC | 3,874 | $201.6K | 0.02% | +3,874 | New |
| Two Sigma Securities, LLC | 3,885 | $202.2K | 0.01% | +3,885 | New |
| Skopos Labs, Inc. | 3,907 | $203.4K | 0.10% | +3,907 | New |
| Evercore Wealth Management, LLC | 3,913 | $203.7K | 0.00% | +3,913 | New |
| LM Advisors LLC | 3,927 | $204.4K | 0.04% | +3,927 | New |
| Empower Advisory Group, LLC | 3,933 | $204.7K | 0.00% | +3,933 | New |
| Avidian Wealth Solutions, LLC | 3,946 | $205.4K | 0.01% | +3,946 | New |
| Simon Quick Advisors, LLC | 3,965 | $206.4K | 0.02% | +3,965 | New |
| Hudock, Inc. | 3,966 | $206.5K | 0.04% | +3,966 | New |
| Mezzasalma Advisors, LLC | 3,971 | $206.7K | 0.11% | +3,971 | New |
| Birch Hill Investment Advisors LLC | 4,000 | $208.2K | 0.01% | −5,376−57.3% | Reduced |
| Rbo & Co LLC | 4,000 | $208.2K | 0.04% | +4,000 | New |
| Arnhold LLC | 4,000 | $208.2K | 0.02% | +4,000 | New |
| Spinnaker Trust | 4,020 | $209.2K | 0.01% | +4,020 | New |
| Sound View Wealth Advisors Group, LLC | 4,027 | $209.6K | 0.02% | +4,027 | New |
| Stephenson & Company, Inc. | 4,028 | $209.7K | 0.18% | +4,028 | New |
| Brighton Jones LLC | 4,030 | $209.7K | 0.01% | +4,030 | New |
| Clearstead Advisors, LLC | 4,038 | $210.2K | 0.01% | −26−0.6% | Reduced |
| Peoples Bank | 4,042 | $210.4K | 0.12% | +4,042 | New |
| Laraway Financial Inc | 4,049 | $210.7K | 0.20% | −324−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,059 | $211.0K | 0.11% | +94+2.4% | Added |
| Radnor Capital Management, LLC | 4,045 | $211.0K | 0.04% | +4,045 | New |
| Advus Financial Partners, LLC | 4,063 | $211.5K | 0.07% | +4,063 | New |
| Aptus Capital Advisors, LLC | 4,081 | $212.4K | 0.01% | +4,081 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,096 | $213.2K | 0.06% | +4,096 | New |
| Boston Trust Walden Corp | 4,136 | $215.3K | 0.00% | +4,136 | New |
| Fiduciary Group LLC | 4,162 | $216.6K | 0.03% | +4,162 | New |
| Peddock Capital Advisors, LLC | 4,180 | $217.6K | 0.07% | +4,180 | New |
| Harbour Investments, Inc. | 4,201 | $218.7K | 0.01% | +81+2.0% | Added |
| Merit Financial Group, LLC | 4,202 | $218.7K | 0.01% | +4,202 | New |
| Paragon Capital Management Ltd | 4,214 | $219.4K | 0.04% | −1,064−20.2% | Reduced |
| Marshall Financial Group LLC | 4,217 | $219.5K | 0.07% | +4,217 | New |
| Mesirow Financial Investment Management, Inc. | 10,744 | $219.7K | 0.01% | +10,744 | New |
| Lindbrook Capital, LLC | 4,221 | $219.7K | 0.02% | +1,666+65.2% | Added |
| Astoria Portfolio Advisors LLC. | 3,996 | $220.0K | 0.09% | +3,996 | New |
| JFS Wealth Advisors, LLC | 4,234 | $220.4K | 0.02% | +77+1.9% | Added |
| SYSTM Wealth Solutions LLC | 4,245 | $221.0K | 0.03% | −733−14.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,247 | $221.1K | 0.03% | +4,247 | New |
| Hofer & Associates. Inc | 4,260 | $221.7K | 0.21% | +4,260 | New |
| Benjamin Edwards Inc | 4,259 | $222.0K | 0.05% | −170−3.8% | Reduced |
| Barrett & Company, Inc. | 4,278 | $222.7K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,024 | $222.9K | 0.01% | +1,368+51.5% | Added |
| HBK Sorce Advisory LLC | 4,283 | $222.9K | 0.01% | +4,283 | New |
| Stock Yards Bank & Trust Co | 4,296 | $223.6K | 0.01% | +4,296 | New |
| Aaron Wealth Advisors | 4,334 | $225.6K | 0.04% | +4,334 | New |
| Leonteq Securities AG | 4,358 | $226.8K | 0.03% | −44,114−91.0% | Reduced |
| Bruce G. Allen Investments, LLC | 4,390 | $228.5K | 0.21% | +4,390 | New |
| O'Brien Greene & Co. Inc | 4,391 | $228.6K | 0.08% | +4,391 | New |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $229.0K | 0.02% | +4,400 | New |
| Clarity Capital Partners LLC | 4,400 | $229.0K | 0.16% | +4,400 | New |
| BLB&B Advisors, LLC | 4,410 | $229.5K | 0.01% | +4,410 | New |
| Appleton Partners Inc | 4,411 | $230.0K | 0.02% | +4,411 | New |
| Blueprint Investment Partners LLC | 4,448 | $231.5K | 0.06% | +4,448 | New |
| Summit Trail Advisors, LLC | 4,458 | $232.0K | 0.01% | −930−17.3% | Reduced |
| Monticello Wealth Management, LLC | 4,460 | $232.1K | 0.02% | +4,460 | New |
| Fisher Asset Management, LLC | 4,474 | $232.9K | 0.00% | −259−5.5% | Reduced |
| Wedmont Private Capital | 4,422 | $233.0K | 0.02% | +4,422 | New |
| Truepoint, Inc. | 4,480 | $233.2K | 0.01% | +4,480 | New |
| Sax Wealth Advisors, LLC | 4,481 | $233.2K | 0.04% | +4,481 | New |
| Syon Capital LLC | 4,481 | $233.2K | 0.02% | +4,481 | New |