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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 4,482 | $233.3K | 0.01% | −296−6.2% | Reduced |
| Archford Capital Strategies, LLC | 4,482 | $233.3K | 0.04% | −16,359−78.5% | Reduced |
| Searle & Co. | 4,500 | $234.2K | 0.06% | +4,500 | New |
| FSB Premier Wealth Management, Inc. | 4,503 | $234.4K | 0.12% | +4,503 | New |
| Lake Street Advisors Group, LLC | 4,509 | $234.7K | 0.01% | +4,509 | New |
| Epoch Investment Partners, Inc. | 4,516 | $235.1K | 0.00% | +4,516 | New |
| Accredited Investors Inc. | 4,527 | $235.6K | 0.02% | −1,000−18.1% | Reduced |
| Thoroughbred Financial Services, LLC | 4,540 | $236.0K | 0.02% | +4,540 | New |
| Next Level Private LLC | 4,546 | $236.6K | 0.13% | +4,546 | New |
| Freestone Capital Holdings, LLC | 4,546 | $236.6K | 0.01% | +4,546 | New |
| Vident Advisory, LLC | 4,566 | $237.7K | 0.01% | −271−5.6% | Reduced |
| One Wealth Advisors, LLC | 4,577 | $238.2K | 0.05% | +4,577 | New |
| Abundance Wealth Counselors | 4,613 | $240.0K | 0.06% | +4,613 | New |
| Girard Partners Ltd. | 4,629 | $240.9K | 0.02% | +4,629 | New |
| Sage Mountain Advisors LLC | 4,641 | $241.6K | 0.03% | +4,641 | New |
| GAMMA Investing LLC | 4,370 | $242.4K | 0.07% | +4,370 | New |
| Genesee Capital Advisors, LLC | 4,662 | $242.7K | 0.15% | +4,662 | New |
| Brown, Lisle/Cummings, Inc. | 4,666 | $242.9K | 0.09% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,675 | $243.0K | 0.02% | +4,675 | New |
| 1858 Wealth Management, LLC | 4,678 | $243.5K | 0.23% | +4,678 | New |
| Wellington Shields & Co., LLC | 4,698 | $244.5K | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,717 | $245.5K | 0.01% | −328−6.5% | Reduced |
| Addison Capital Co | 4,717 | $245.5K | 0.15% | +4,717 | New |
| Geneos Wealth Management Inc. | 4,723 | $245.8K | 0.01% | −469−9.0% | Reduced |
| Wrapmanager Inc | 4,726 | $246.0K | 0.07% | −155−3.2% | Reduced |
| Stratos Wealth Advisors, LLC | 4,732 | $246.3K | 0.01% | −377−7.4% | Reduced |
| Covington Investment Advisors Inc. | 4,741 | $247.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,748 | $247.0K | 0.02% | +4,748 | New |
| Atomi Financial Group, Inc. | 4,747 | $247.1K | 0.03% | +4,747 | New |
| Wharton Business Group, LLC | 4,780 | $249.0K | 0.01% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,808 | $250.3K | 0.02% | +4,808 | New |
| Hilltop Holdings Inc. | 4,816 | $250.7K | 0.03% | +4,816 | New |
| Ironwood Investment Management LLC | 4,847 | $252.3K | 0.13% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,841 | $252.8K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,895 | $254.8K | 0.02% | −20,405−80.7% | Reduced |
| Lincoln Capital Corp | 4,900 | $255.0K | 0.12% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 4,905 | $255.3K | 0.05% | +4,905 | New |
| LGT Financial Advisors LLC | 4,914 | $255.8K | 0.31% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,916 | $255.9K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 4,939 | $257.0K | 0.02% | +4,939 | New |
| Bard Financial Services, Inc. | 4,940 | $257.1K | 0.03% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,955 | $258.0K | 0.14% | +4,955 | New |
| Proequities, Inc. | 4,988 | $259.6K | 0.02% | +173+3.6% | Added |
| Spire Wealth Management | 4,719 | $259.7K | 0.01% | −174−3.6% | Reduced |
| CM Wealth Advisors LLC | 5,000 | $260.3K | 0.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,000 | $260.3K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $260.3K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 5,007 | $260.6K | 0.02% | −2,396−32.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,011 | $260.8K | 0.07% | +5,011 | New |
| Quent Capital, LLC | 5,033 | $262.0K | 0.04% | +182+3.8% | Added |
| Meritage Group LP | 5,080 | $264.0K | 0.01% | −318−5.9% | Reduced |
| Steel Peak Wealth Management LLC | 5,078 | $264.3K | 0.02% | −8,040−61.3% | Reduced |
| Prosperity Consulting Group, LLC | 5,128 | $266.9K | 0.09% | +5,128 | New |
| Sapient Capital LLC | 5,128 | $266.9K | 0.01% | +5,128 | New |
| Umb Bank N A | 5,161 | $268.6K | 0.00% | −41−0.8% | Reduced |
| Prospera Financial Services Inc | 5,177 | $269.5K | 0.01% | −537−9.4% | Reduced |
| Baker Ellis Asset Management LLC | 5,190 | $270.1K | 0.04% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 5,212 | $271.3K | 0.13% | +5,212 | New |
| Personal Cfo Solutions, LLC | 5,222 | $271.8K | 0.05% | +497+10.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,244 | $272.9K | 0.01% | −7,175−57.8% | Reduced |
| Northstar Group, Inc. | 5,251 | $273.3K | 0.06% | −2,726−34.2% | Reduced |
| Accurate Wealth Management, LLC | 5,195 | $273.9K | 0.09% | −374−6.7% | Reduced |
| Martin Capital Advisors, LLP | 5,265 | $274.0K | 0.23% | −60−1.1% | Reduced |
| Perigon Wealth Management, LLC | 5,286 | $275.1K | 0.01% | −257−4.6% | Reduced |
| Riverwater Partners LLC | 5,301 | $275.9K | 0.22% | 00.0% | Unchanged |
| Welch Group, LLC | 5,336 | $277.7K | 0.01% | +5,336 | New |
| Hall Laurie J Trustee | 5,345 | $278.0K | 0.11% | +1,440+36.9% | Added |
| Hutchinson Capital Management | 5,354 | $278.7K | 0.06% | +22+0.4% | Added |
| Kovack Advisors, Inc. | 5,372 | $279.6K | 0.03% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 5,377 | $279.9K | 0.11% | +377+7.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,382 | $280.1K | 0.02% | +385+7.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $280.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,387 | $280.4K | 0.01% | +20+0.4% | Added |
| Independent Advisor Alliance | 5,397 | $280.9K | 0.01% | −34−0.6% | Reduced |
| Firestone Capital Management | 5,413 | $281.7K | 0.09% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 5,424 | $282.3K | 0.22% | +5,424 | New |
| Confluence Wealth Services, Inc. | 5,435 | $282.9K | 0.03% | +10.0% | Added |
| Balyasny Asset Management LLC | 5,448 | $283.6K | 0.00% | +5,448 | New |
| Ledyard National Bank | 5,471 | $284.8K | 0.03% | +5,471 | New |
| Dumont & Blake Investment Advisors LLC | 5,468 | $285.0K | 0.09% | −1,505−21.6% | Reduced |
| First Heartland Consultants, Inc. | 5,491 | $286.0K | 0.03% | −15,326−73.6% | Reduced |
| First Nebraska Trust Co | 5,507 | $286.6K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,591 | $291.0K | 0.00% | +5,591 | New |
| Summit Financial Wealth Advisors, LLC | 5,610 | $292.0K | 0.07% | 00.0% | Unchanged |
| Guardian Investment Management | 5,650 | $294.1K | 0.25% | +5,650 | New |
| Sepio Capital, LP | 5,650 | $294.1K | 0.02% | −965−14.6% | Reduced |
| Meridian Investment Counsel Inc. | 5,667 | $295.0K | 0.10% | −200−3.4% | Reduced |
| Allworth Financial LP | 5,695 | $296.4K | 0.00% | +1,743+44.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,702 | $296.8K | 0.01% | −13,236−69.9% | Reduced |
| McIlrath & Eck, LLC | 5,777 | $300.7K | 0.05% | −143−2.4% | Reduced |
| Kingsview Wealth Management, LLC | 5,780 | $300.9K | 0.01% | −351−5.7% | Reduced |
| Prio Wealth Limited Partnership | 5,809 | $302.4K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,842 | $304.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,844 | $304.2K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 5,846 | $304.3K | 0.04% | −4,349−42.7% | Reduced |
| Modern Wealth Management, LLC | 5,856 | $304.8K | 0.04% | +5,856 | New |
| Keystone Financial Group | 5,890 | $306.6K | 0.05% | −300−4.8% | Reduced |
| Angeles Investment Advisors, LLC | 5,902 | $307.2K | 0.02% | −29−0.5% | Reduced |
| Studio Investment Management LLC | 5,941 | $309.2K | 0.08% | −1,546−20.6% | Reduced |
| Trust Point Inc. | 5,947 | $309.5K | 0.03% | +5,947 | New |