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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 6,148 | $320.0K | 0.00% | −1,522−19.8% | Reduced |
| IFG Advisors, LLC | 6,159 | $320.6K | 0.09% | +160+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 6,167 | $321.0K | 0.01% | −30−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 6,015 | $324.1K | 0.10% | +192+3.3% | Added |
| D.A. Davidson & Co. | 6,236 | $324.6K | 0.00% | +10.0% | Added |
| Financial Advisory Corp | 6,239 | $325.0K | 0.15% | +1,333+27.2% | Added |
| Vise Technologies, Inc. | 6,314 | $328.6K | 0.07% | +6,314 | New |
| Alhambra Investment Partners LLC | 6,325 | $329.2K | 0.20% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 6,429 | $335.0K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 6,441 | $335.3K | 0.04% | +1,194+22.8% | Added |
| Cohen & Steers, Inc. | 6,501 | $338.0K | 0.00% | +3,034+87.5% | Added |
| Wealthsource Partners, LLC | 6,504 | $338.5K | 0.02% | +160+2.5% | Added |
| First Foundation Advisors | 6,524 | $339.6K | 0.02% | −5,025−43.5% | Reduced |
| CX Institutional | 6,537 | $340.3K | 0.02% | −1,258−16.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,552 | $345.3K | 0.05% | −8,590−56.7% | Reduced |
| Round Rock Advisors, LLC | 6,645 | $345.9K | 0.09% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 6,663 | $346.8K | 0.22% | +1,655+33.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,701 | $348.8K | 0.08% | +6+0.1% | Added |
| Ascent Group, LLC | 6,316 | $351.3K | 0.03% | −13−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 6,777 | $352.7K | 0.03% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 6,790 | $353.4K | 0.30% | −200−2.9% | Reduced |
| Petrus Trust Company, LTA | 6,799 | $353.9K | 0.03% | −5,914−46.5% | Reduced |
| FineMark National Bank & Trust | 6,829 | $355.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,907 | $358.0K | 0.01% | −1,523−18.1% | Reduced |
| HighPoint Advisor Group LLC | 6,366 | $360.0K | 0.03% | +6,366 | New |
| Concurrent Investment Advisors, LLC | 6,921 | $360.2K | 0.02% | +6,921 | New |
| Shulman DeMeo Asset Management LLC | 6,937 | $361.1K | 0.10% | +91+1.3% | Added |
| Woodward Diversified Capital, LLC | 6,972 | $362.9K | 0.23% | −160−2.2% | Reduced |
| Brevan Howard Capital Management LP | 6,974 | $363.0K | 0.04% | +6,974 | New |
| Waldron Private Wealth LLC | 6,982 | $363.4K | 0.02% | +1,184+20.4% | Added |
| NorthRock Partners, LLC | 7,008 | $364.8K | 0.02% | +7,008 | New |
| Richard W. Paul & Associates, LLC | 7,011 | $364.9K | 0.15% | −188−2.6% | Reduced |
| Balanced Rock Investment Advisor | 7,020 | $365.4K | 0.32% | +7,020 | New |
| S&T Bank | 7,150 | $372.0K | 0.07% | 00.0% | Unchanged |
| BFSG, LLC | 7,150 | $372.2K | 0.05% | +20+0.3% | Added |
| UniSuper Management Pty Ltd | 7,154 | $372.4K | 0.00% | +1,354+23.3% | Added |
| Congress Asset Management Co | 7,171 | $373.3K | 0.00% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,183 | $373.8K | 0.08% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,261 | $377.9K | 0.04% | +36+0.5% | Added |
| Modera Wealth Management, LLC | 7,288 | $379.3K | 0.01% | +2,334+47.1% | Added |
| Mather Group, LLC. | 7,379 | $384.1K | 0.01% | −109−1.5% | Reduced |
| IVC Wealth Advisors LLC | 7,415 | $386.0K | 0.24% | +5+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,443 | $387.4K | 0.06% | −130−1.7% | Reduced |
| Huntington National Bank | 7,448 | $387.7K | 0.00% | +211+2.9% | Added |
| Balentine LLC | 7,485 | $389.6K | 0.01% | +309+4.3% | Added |
| Clarius Group, LLC | 7,511 | $390.9K | 0.03% | −515−6.4% | Reduced |
| Manchester Capital Management LLC | 7,524 | $391.6K | 0.05% | +216+3.0% | Added |
| Glenview Trust Co | 7,551 | $393.0K | 0.01% | +130+1.8% | Added |
| Bahl & Gaynor Inc | 7,552 | $393.1K | 0.00% | −3,760−33.2% | Reduced |
| Summit Financial, LLC | 7,567 | $393.9K | 0.03% | +161+2.2% | Added |
| Heritage Wealth Advisors | 7,589 | $395.0K | 0.02% | −300−3.8% | Reduced |
| Tectonic Advisors LLC | 7,620 | $396.6K | 0.03% | +1,172+18.2% | Added |
| Ontario Teachers Pension Plan Board | 7,625 | $396.9K | 0.00% | +7,625 | New |
| Argent Capital Management LLC | 7,680 | $399.7K | 0.01% | −124−1.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 7,680 | $399.8K | 0.17% | −94−1.2% | Reduced |
| Kowal Investment Group, LLC | 7,687 | $400.1K | 0.09% | −10.0% | Reduced |
| Blueshift Asset Management, LLC | 7,719 | $401.8K | 0.21% | −14,661−65.5% | Reduced |
| JNBA Financial Advisors | 7,736 | $402.6K | 0.05% | −118−1.5% | Reduced |
| Courier Capital LLC | 7,781 | $405.0K | 0.03% | +30.0% | Added |
| First Citizens Bank & Trust Co | 7,792 | $405.6K | 0.01% | +68+0.9% | Added |
| Longfellow Investment Management Co LLC | 7,809 | $406.5K | 0.10% | −6,169−44.1% | Reduced |
| Nations Financial Group Inc, | 7,816 | $406.8K | 0.04% | −60−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,846 | $408.4K | 0.03% | +941+13.6% | Added |
| Hendershot Investments Inc. | 7,874 | $409.8K | 0.06% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,921 | $412.3K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $413.4K | 0.21% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,021 | $417.5K | 0.12% | −82−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,029 | $417.9K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,059 | $419.5K | 0.01% | +241+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 8,141 | $423.7K | 0.01% | +8,141 | New |
| Quinn Opportunity Partners LLC | 8,150 | $424.2K | 0.05% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,175 | $425.5K | 0.09% | −506−5.8% | Reduced |
| Tyche Wealth Partners LLC | 8,229 | $428.3K | 0.10% | +8,229 | New |
| Empowered Funds, LLC | 8,292 | $431.6K | 0.01% | +1,485+21.8% | Added |
| Cigna Investments Inc | 8,317 | $433.0K | 0.09% | −90−1.1% | Reduced |
| Lountzis Asset Management, LLC | 8,400 | $437.2K | 0.24% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,409 | $437.7K | 0.03% | +40.0% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $439.8K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 8,501 | $444.0K | 0.02% | −1,280−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,546 | $444.8K | 0.02% | −442−4.9% | Reduced |
| Trust Asset Management LLC | 8,581 | $446.6K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,591 | $447.2K | 0.02% | +8,591 | New |
| Signet Financial Management, LLC | 8,591 | $447.2K | 0.07% | −313−3.5% | Reduced |
| Crawford Investment Counsel Inc | 8,609 | $448.1K | 0.01% | +73+0.9% | Added |
| Siemens Fonds Invest GmbH | 8,613 | $448.3K | 0.04% | +2,005+30.3% | Added |
| Parallel Advisors, LLC | 8,653 | $450.4K | 0.01% | +128+1.5% | Added |
| Jeppson Wealth Management, LLC | 8,667 | $451.1K | 0.19% | −90−1.0% | Reduced |
| Exchange Bank | 8,669 | $451.2K | 0.39% | +55+0.6% | Added |
| Coldstream Capital Management Inc | 8,679 | $451.7K | 0.01% | +684+8.6% | Added |
| Tobam | 8,732 | $455.0K | 0.04% | +2,616+42.8% | Added |
| Oak Thistle LLC | 8,763 | $456.1K | 0.13% | −3,721−29.8% | Reduced |
| Trust Co of Vermont | 8,834 | $459.8K | 0.03% | −64−0.7% | Reduced |
| Stanley-Laman Group, Ltd. | 8,872 | $461.8K | 0.07% | +8,872 | New |
| Camden Capital, LLC | 8,972 | $467.0K | 0.05% | +205+2.3% | Added |
| Aquila Investment Management LLC | 9,000 | $468.4K | 0.41% | −14,000−60.9% | Reduced |
| Tranquilli Financial Advisor LLC | 9,017 | $469.3K | 0.33% | −30−0.3% | Reduced |
| Snowden Capital Advisors LLC | 9,135 | $475.5K | 0.02% | −2,306−20.2% | Reduced |
| Gilbert & Cook, Inc. | 9,361 | $487.2K | 0.07% | +419+4.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,493 | $494.0K | 0.07% | −25−0.3% | Reduced |
| We Are One Seven, LLC | 9,522 | $495.6K | 0.03% | +1,689+21.6% | Added |