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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 14,980 | $779.7K | 0.01% | +276+1.9% | Added |
| Fiduciary Family Office, LLC | 15,057 | $783.7K | 0.34% | +15,057 | New |
| Strategic Investment Advisors | 15,244 | $793.4K | 0.11% | −1,244−7.5% | Reduced |
| Intech Investment Management LLC | 15,306 | $796.7K | 0.01% | −30,983−66.9% | Reduced |
| M&R Capital Management Inc | 15,329 | $797.9K | 0.20% | −1,666−9.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,384 | $800.7K | 0.03% | +15,384 | New |
| Profund Advisors LLC | 15,501 | $806.8K | 0.03% | +3,688+31.2% | Added |
| Nomura Holdings Inc | 15,530 | $808.3K | 0.01% | +15,530 | New |
| Alliance Wealth Advisors, LLC | 15,591 | $811.5K | 0.54% | +448+3.0% | Added |
| McRae Capital Management Inc | 15,628 | $813.4K | 0.20% | +643+4.3% | Added |
| Principle Wealth Partners LLC | 15,902 | $827.7K | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,009 | $833.3K | 0.01% | +3,658+29.6% | Added |
| Ofi Invest Asset Management | 17,872 | $842.1K | 0.03% | +17,265+2,844.3% | Added |
| Benin Management CORP | 16,196 | $843.0K | 0.29% | −624−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,207 | $843.6K | 0.01% | −147−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 16,250 | $845.8K | 0.03% | +16,250 | New |
| Gabelli & Co Investment Advisers, Inc. | 16,500 | $858.8K | 0.16% | 00.0% | Unchanged |
| MAI Capital Management | 16,568 | $862.4K | 0.01% | +2,492+17.7% | Added |
| Cerity Partners LLC | 16,608 | $864.7K | 0.00% | −118,638−87.7% | Reduced |
| Qube Research & Technologies Ltd | 16,739 | $871.3K | 0.00% | −265,342−94.1% | Reduced |
| Panagora Asset Management Inc | 16,900 | $879.6K | 0.00% | −563−3.2% | Reduced |
| GWM Advisors LLC | 17,044 | $887.1K | 0.01% | −308−1.8% | Reduced |
| Kestra Advisory Services, LLC | 17,240 | $897.3K | 0.01% | −964−5.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 17,352 | $903.2K | 0.05% | +1,411+8.9% | Added |
| Ingalls & Snyder LLC | 17,387 | $905.0K | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,398 | $905.6K | 0.07% | −180−1.0% | Reduced |
| Baldwin Brothers Inc | 17,445 | $908.0K | 0.07% | −71−0.4% | Reduced |
| Beacon Financial Group | 17,514 | $911.6K | 0.11% | +1,364+8.4% | Added |
| Principal Securities, Inc. | 17,573 | $914.7K | 0.03% | +17,573 | New |
| Leisure Capital Management | 17,610 | $916.6K | 0.50% | −2,788−13.7% | Reduced |
| Lebenthal Global Advisors, LLC | 17,722 | $922.4K | 0.21% | −4,334−19.6% | Reduced |
| Fulton Bank, N.A. | 17,787 | $925.8K | 0.04% | +83+0.5% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $926.5K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 17,801 | $927.0K | 0.23% | −2,363−11.7% | Reduced |
| Donald L. Hagan, LLC | 17,860 | $929.6K | 0.51% | +322+1.8% | Added |
| Aspire Private Capital, LLC | 18,147 | $944.6K | 0.28% | −15−0.1% | Reduced |
| Savant Capital, LLC | 18,291 | $952.1K | 0.01% | +181+1.0% | Added |
| Bristol John W & Co Inc | 18,353 | $955.3K | 0.02% | −534−2.8% | Reduced |
| Sunesis Advisors, LLC | 18,436 | $959.6K | 0.58% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 18,718 | $974.3K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 18,744 | $975.6K | 0.03% | +5,872+45.6% | Added |
| Gifford Fong Associates | 18,872 | $982.0K | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 18,868 | $982.1K | 0.07% | −600−3.1% | Reduced |
| FJ Investments, LLC | 19,004 | $989.2K | 0.05% | +19,004 | New |
| Argent Trust Co | 19,178 | $998.2K | 0.05% | −1,612−7.8% | Reduced |
| Klingenstein Fields & Co LP | 19,212 | $1.00M | 0.04% | −905−4.5% | Reduced |
| Qtron Investments LLC | 19,279 | $1.00M | 0.16% | +4,434+29.9% | Added |
| Van Hulzen Asset Management, LLC | 19,627 | $1.02M | 0.07% | +4,825+32.6% | Added |
| Wedbush Securities Inc | 20,130 | $1.05M | 0.05% | +8,622+74.9% | Added |
| Gateway Investment Advisers LLC | 20,170 | $1.05M | 0.01% | +11+0.1% | Added |
| Rothschild Investment LLC | 20,252 | $1.05M | 0.09% | +20,252 | New |
| Stratos Wealth Partners, LTD. | 20,252 | $1.05M | 0.02% | −2,033−9.1% | Reduced |
| Two Sigma Advisers, LP | 20,300 | $1.06M | 0.00% | −27,400−57.4% | Reduced |
| Toroso Investments, LLC | 20,461 | $1.06M | 0.03% | +1,550+8.2% | Added |
| Bartlett & Co. LLC | 20,419 | $1.07M | 0.02% | −1,000−4.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 20,419 | $1.07M | 0.02% | −1,000−4.7% | Reduced |
| Resources Investment Advisors, LLC. | 20,571 | $1.07M | 0.02% | +6,537+46.6% | Added |
| Telemus Capital, LLC | 20,693 | $1.08M | 0.09% | +5,129+33.0% | Added |
| Gotham Asset Management, LLC | 20,852 | $1.09M | 0.02% | −1,589−7.1% | Reduced |
| Blair William & Co | 21,055 | $1.10M | 0.00% | +93+0.4% | Added |
| Evergreen Capital Management LLC | 21,217 | $1.10M | 0.05% | +928+4.6% | Added |
| SRN Advisors, LLC | 21,251 | $1.11M | 0.99% | +2,999+16.4% | Added |
| Group One Trading, L.P. | 21,258 | $1.11M | 0.03% | +5,429+34.3% | Added |
| Signature Wealth Management Partners, LLC | 21,364 | $1.11M | 0.97% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 21,417 | $1.11M | 0.09% | +185+0.9% | Added |
| Anchor Investment Management, LLC | 21,471 | $1.12M | 0.13% | −676−3.1% | Reduced |
| Bailard, Inc. | 21,556 | $1.12M | 0.03% | +2,314+12.0% | Added |
| Advisors Asset Management, Inc. | 21,627 | $1.13M | 0.02% | −755−3.4% | Reduced |
| Live Oak Investment Partners | – | $1.13M | 1.03% | – | – |
| Meiji Yasuda Asset Management Co Ltd. | 22,180 | $1.15M | 0.05% | −3,278−12.9% | Reduced |
| Tiaa Trust, National Association | 22,227 | $1.16M | 0.00% | −4,422−16.6% | Reduced |
| Ostrum Asset Management | 22,532 | $1.17M | 0.10% | +6,677+42.1% | Added |
| First National Trust Co | 22,539 | $1.17M | 0.05% | −529−2.3% | Reduced |
| Forum Financial Management, LP | 22,579 | $1.18M | 0.02% | +10.0% | Added |
| Hudson Portfolio Management LLC | 22,665 | $1.18M | 1.28% | −275−1.2% | Reduced |
| Geller Advisors LLC | 22,670 | $1.18M | 0.11% | −435−1.9% | Reduced |
| Shell Asset Management Co | 22,707 | $1.18M | 0.05% | −5,845−20.5% | Reduced |
| Regions Financial Corp | 22,773 | $1.19M | 0.01% | −1,996−8.1% | Reduced |
| Credit Agricole S A | 22,844 | $1.19M | 0.02% | +12,842+128.4% | Added |
| Garrett Investment Advisors LLC | 23,079 | $1.20M | 0.17% | +23,079 | New |
| SageView Advisory Group, LLC | 21,547 | $1.21M | 0.05% | +21,547 | New |
| Karpas Strategies, LLC | 23,215 | $1.21M | 0.40% | +100+0.4% | Added |
| Wynn Capital, LLC | 23,264 | $1.21M | 0.99% | +23,264 | New |
| Veriti Management LLC | 23,510 | $1.22M | 0.11% | +6,979+42.2% | Added |
| Mission Wealth Management, LP | 23,533 | $1.22M | 0.04% | +1,375+6.2% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.23M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 23,666 | $1.23M | 0.02% | +8,520+56.3% | Added |
| Ritholtz Wealth Management | 23,937 | $1.25M | 0.05% | +2,289+10.6% | Added |
| Kanawha Capital Management LLC | 24,071 | $1.25M | 0.12% | −3,181−11.7% | Reduced |
| APG Asset Management N.V. | 26,632 | $1.25M | 0.00% | −1,070−3.9% | Reduced |
| Johnson Investment Counsel Inc | 24,231 | $1.26M | 0.01% | +281+1.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,343 | $1.27M | 0.03% | −239−1.0% | Reduced |
| Carret Asset Management, LLC | 24,400 | $1.27M | 0.16% | −200−0.8% | Reduced |
| Mraz, Amerine & Associates, Inc. | 24,402 | $1.27M | 0.27% | −5,665−18.8% | Reduced |
| SG Americas Securities, LLC | 24,538 | $1.28M | 0.01% | −37,373−60.4% | Reduced |
| Pitcairn Co | 24,587 | $1.28M | 0.09% | +3,798+18.3% | Added |
| Pekin Hardy Strauss, Inc. | 24,716 | $1.29M | 0.19% | −1,350−5.2% | Reduced |
| Meeder Asset Management Inc | 24,934 | $1.30M | 0.10% | +24,934 | New |
| Wealthfront Advisers LLC | 25,214 | $1.31M | 0.01% | −2,627−9.4% | Reduced |
| CAPROCK Group, Inc. | 25,270 | $1.32M | 0.08% | −3,247−11.4% | Reduced |