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 |
|---|---|---|---|---|---|
| Farmers National Bank | 9,528 | $495.9K | 0.16% | −651−6.4% | Reduced |
| Verdence Capital Advisors LLC | 9,580 | $498.6K | 0.05% | −6,243−39.5% | Reduced |
| Wealthspire Advisors, LLC | 9,675 | $503.6K | 0.01% | +107+1.1% | Added |
| Continuum Advisory, LLC | 9,776 | $508.8K | 0.07% | −1,803−15.6% | Reduced |
| SeaCrest Wealth Management, LLC | 9,774 | $512.1K | 0.06% | −3,264−25.0% | Reduced |
| Sutton Place Investors LLC | 9,865 | $513.5K | 0.37% | +9,865 | New |
| Cetera Advisors LLC | 9,867 | $513.6K | 0.01% | −2,505−20.2% | Reduced |
| Trust Co of Virginia | 9,936 | $517.2K | 0.05% | +259+2.7% | Added |
| Foundations Investment Advisors, LLC | 9,329 | $517.8K | 0.01% | +600+6.9% | Added |
| Canandaigua National Bank & Trust Co | 9,983 | $519.6K | 0.08% | +650+7.0% | Added |
| Sicart Associates LLC | 10,000 | $520.5K | 0.20% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,006 | $520.8K | 0.01% | −352−3.4% | Reduced |
| Arete Wealth Advisors, LLC | 10,049 | $523.0K | 0.04% | −1,318−11.6% | Reduced |
| Quadrant Capital Group LLC | 10,075 | $524.4K | 0.05% | +293+3.0% | Added |
| Keystone Financial Services | 10,078 | $524.6K | 0.25% | +35+0.3% | Added |
| NBT Bank N A | 10,360 | $539.2K | 0.04% | +25+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 10,364 | $539.4K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10,025 | $540.3K | 0.20% | −294−2.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,551 | $549.2K | 0.10% | +971+10.1% | Added |
| Scissortail Wealth Management, LLC | 10,025 | $560.4K | 0.18% | +10,025 | New |
| Essex Financial Services, Inc. | 10,794 | $561.9K | 0.06% | −20.0% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $563.5K | 0.39% | 00.0% | Unchanged |
| Cedrus LLC | 10,837 | $564.1K | 0.35% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,873 | $565.0K | 0.06% | −824−7.0% | Reduced |
| Park Avenue Securities LLC | 10,883 | $566.0K | 0.01% | +795+7.9% | Added |
| Econ Financial Services Corp | 10,896 | $567.1K | 0.40% | −33,158−75.3% | Reduced |
| NEOS Investment Management LLC | 10,902 | $567.5K | 0.05% | +3,434+46.0% | Added |
| Fort Washington Investment Advisors Inc | 10,928 | $568.8K | 0.00% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 10,950 | $569.9K | 0.13% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,997 | $572.4K | 0.00% | −131−1.2% | Reduced |
| LVW Advisors, LLC | 11,011 | $573.1K | 0.11% | +5,851+113.4% | Added |
| Advisory Services Network, LLC | 11,065 | $576.0K | 0.01% | −7,142−39.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,106 | $578.0K | 0.01% | −296−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 11,136 | $579.6K | 0.02% | +765+7.4% | Added |
| Spears Abacus Advisors LLC | 11,262 | $586.2K | 0.05% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 11,344 | $590.5K | 0.31% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,365 | $591.5K | 0.11% | +104+0.9% | Added |
| IHT Wealth Management, LLC | 11,423 | $594.6K | 0.03% | −1,933−14.5% | Reduced |
| HM Payson & Co | 11,440 | $595.5K | 0.01% | −190−1.6% | Reduced |
| Allegheny Financial Group LTD | 11,456 | $596.3K | 0.19% | +757+7.1% | Added |
| HB Wealth Management, LLC | 11,484 | $597.7K | 0.01% | +3,260+39.6% | Added |
| Moody National Bank Trust Division | 11,576 | $602.5K | 0.05% | −9,208−44.3% | Reduced |
| Fox Run Management, L.L.C. | 11,597 | $603.6K | 0.15% | +11,597 | New |
| Fifth Third Wealth Advisors LLC | 11,700 | $609.0K | 0.20% | −100−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,764 | $612.3K | 0.01% | +400+3.5% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $616.5K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 11,903 | $619.5K | 0.02% | +208+1.8% | Added |
| Fruth Investment Management | 12,000 | $624.0K | 0.17% | 00.0% | Unchanged |
| Synovus Financial Corp | 12,004 | $624.8K | 0.01% | +419+3.6% | Added |
| Davenport & Co LLC | 12,087 | $629.1K | 0.00% | −438−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 12,111 | $630.4K | 0.02% | +429+3.7% | Added |
| Los Angeles Capital Management LLC | 12,142 | $632.0K | 0.00% | −12,526−50.8% | Reduced |
| BSW Wealth Partners | 12,183 | $634.1K | 0.13% | +489+4.2% | Added |
| Virtue Capital Management, LLC | 12,106 | $634.9K | 0.13% | −2,269−15.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,199 | $635.0K | 0.08% | −2,305−15.9% | Reduced |
| Daymark Wealth Partners, LLC | 12,221 | $636.1K | 0.04% | +379+3.2% | Added |
| Ellevest, Inc. | 12,291 | $639.7K | 0.04% | +1,441+13.3% | Added |
| Valmark Advisers, Inc. | 12,292 | $639.8K | 0.01% | −50−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 12,350 | $642.8K | 0.12% | +1,710+16.1% | Added |
| Meeder Advisory Services, Inc. | 12,372 | $644.0K | 0.07% | +1,413+12.9% | Added |
| Schulhoff & Co Inc | 12,463 | $648.7K | 0.31% | +40.0% | Added |
| Fiduciary Trust Co | 12,642 | $658.0K | 0.01% | +495+4.1% | Added |
| Kolinsky Wealth Management, LLC | 12,767 | $664.5K | 0.58% | +606+5.0% | Added |
| Ballentine Partners, LLC | 12,798 | $666.1K | 0.01% | +1,990+18.4% | Added |
| DoubleLine ETF Adviser LP | 12,817 | $667.1K | 0.19% | +822+6.9% | Added |
| Western Wealth Management, LLC | 12,917 | $672.4K | 0.05% | −1,189−8.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,924 | $672.7K | 0.03% | +303+2.4% | Added |
| Tocqueville Asset Management L.P. | 12,964 | $674.8K | 0.01% | +1,817+16.3% | Added |
| Loudon Investment Management, LLC | 12,975 | $675.3K | 0.42% | −138−1.1% | Reduced |
| Pettee Investors, Inc. | 13,020 | $677.7K | 0.30% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,127 | $683.0K | 0.07% | −500−3.7% | Reduced |
| National Asset Management, Inc. | 13,141 | $684.0K | 0.02% | −1,803−12.1% | Reduced |
| Peoples Bank | 13,147 | $684.2K | 0.55% | −423−3.1% | Reduced |
| Basepoint Wealth LLC | 13,194 | $686.8K | 0.55% | +49+0.4% | Added |
| Raleigh Capital Management Inc. | 13,225 | $688.4K | 0.32% | −70−0.5% | Reduced |
| Flputnam Investment Management Co | 13,300 | $692.3K | 0.02% | −10,916−45.1% | Reduced |
| Signaturefd, LLC | 13,328 | $693.7K | 0.02% | +2,413+22.1% | Added |
| Vaughan David Investments LLC | 13,324 | $694.0K | 0.02% | −100−0.7% | Reduced |
| Adviser Investments LLC | 13,404 | $697.7K | 0.01% | +8,459+171.1% | Added |
| Bessemer Group Inc | 13,443 | $700.0K | 0.00% | +1,957+17.0% | Added |
| Waterfront Wealth Inc. | 13,655 | $710.8K | 0.21% | −49−0.4% | Reduced |
| Outlook Wealth Advisors, LLC | 13,719 | $714.1K | 0.25% | −2,794−16.9% | Reduced |
| Jacobi Capital Management LLC | 13,730 | $714.7K | 0.07% | +516+3.9% | Added |
| Boston Family Office LLC | 13,830 | $720.0K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,850 | $720.9K | 0.02% | +751+5.7% | Added |
| Bleakley Financial Group, LLC | 13,850 | $720.9K | 0.02% | +751+5.7% | Added |
| Whittier Trust Co of Nevada Inc | 13,853 | $720.9K | 0.02% | +6,369+85.1% | Added |
| Sowell Financial Services LLC | 13,954 | $726.0K | 0.04% | +834+6.4% | Added |
| WealthTrust Axiom LLC | 13,971 | $727.2K | 0.24% | +6,154+78.7% | Added |
| Wealth Quarterback LLC | 13,980 | $727.7K | 0.44% | +329+2.4% | Added |
| Whitener Capital Management, Inc. | 14,050 | $731.3K | 0.26% | +2,135+17.9% | Added |
| Unique Wealth Strategies, LLC | 14,071 | $732.4K | 0.49% | +14,071 | New |
| Hunter Associates Investment Management LLC | 14,200 | $738.0K | 0.14% | +1,980+16.2% | Added |
| Fortis Group Advisors, LLC | 14,200 | $739.1K | 0.18% | +7,100+100.0% | Added |
| Voya Financial Advisors, Inc. | 14,194 | $741.2K | 0.09% | +588+4.3% | Added |
| Horizon Investments, LLC | 14,408 | $744.2K | 0.02% | −9,527−39.8% | Reduced |
| Whittier Trust Co | 14,400 | $749.4K | 0.01% | −1,568−9.8% | Reduced |
| Coastal Investment Advisors, Inc. | 14,555 | $757.6K | 0.17% | −1,340−8.4% | Reduced |
| Cornerstone Advisors, LLC | 14,700 | $765.1K | 0.03% | −200−1.3% | Reduced |
| Hancock Whitney Corp | 14,797 | $770.2K | 0.03% | +472+3.3% | Added |