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
- 1,169
- +100 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
- 178
- 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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 25,447 | $1.32M | 0.03% | +1,640+6.9% | Added |
| Allen Wealth Management, LLC | 25,539 | $1.33M | 1.30% | +25,539 | New |
| Columbia Asset Management | 25,645 | $1.33M | 0.27% | +350+1.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 25,737 | $1.34M | 0.35% | +145+0.6% | Added |
| AXS Investments LLC | 25,852 | $1.35M | 0.32% | +25,852 | New |
| ISAM Funds (UK) Ltd | 26,109 | $1.36M | 0.97% | +26,109 | New |
| Empirical Finance, LLC | 26,134 | $1.36M | 0.09% | +192+0.7% | Added |
| Ascent Wealth Partners, LLC | 26,161 | $1.36M | 0.22% | −121−0.5% | Reduced |
| Logan Capital Management Inc | 26,592 | $1.38M | 0.06% | −1,790−6.3% | Reduced |
| Cobblestone Capital Advisors LLC | 26,773 | $1.39M | 0.09% | −11,767−30.5% | Reduced |
| SNS Financial Group, LLC | 26,864 | $1.40M | 0.17% | −987−3.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,019 | $1.41M | 0.03% | −10,396−27.8% | Reduced |
| Oppenheimer & Co Inc | 27,093 | $1.41M | 0.03% | −90−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,208 | $1.42M | 0.07% | +65+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,399 | $1.43M | 0.10% | −17−0.1% | Reduced |
| Cove Street Capital, LLC | 27,400 | $1.43M | 0.44% | 00.0% | Unchanged |
| Norinchukin Bank, The | 27,438 | $1.43M | 0.03% | −3,620−11.7% | Reduced |
| Neville Rodie & Shaw Inc | 27,735 | $1.44M | 0.12% | −47−0.2% | Reduced |
| Commonwealth Retirement Investments LLC | 27,757 | $1.44M | 0.77% | +221+0.8% | Added |
| Retireful, LLC | 27,946 | $1.45M | 0.63% | +27,946 | New |
| Greenleaf Trust | 28,162 | $1.47M | 0.02% | +1,645+6.2% | Added |
| Robinson Value Management, Ltd. | 28,165 | $1.47M | 0.96% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 28,194 | $1.47M | 0.02% | −1,169−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 28,452 | $1.48M | 0.00% | +2,378+9.1% | Added |
| Desjardins Global Asset Management Inc. | 28,494 | $1.48M | 0.16% | +305+1.1% | Added |
| Atria Wealth Solutions, Inc. | 28,545 | $1.49M | 0.02% | −1,662−5.5% | Reduced |
| Sequoia Financial Advisors, LLC | 28,774 | $1.50M | 0.02% | +16,049+126.1% | Added |
| Lido Advisors, LLC | 29,305 | $1.53M | 0.02% | +3,246+12.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 29,451 | $1.53M | 0.05% | −7,833−21.0% | Reduced |
| Engineers Gate Manager LP | 29,631 | $1.54M | 0.04% | −10,066−25.4% | Reduced |
| Edgewood Management LLC | 29,704 | $1.55M | 0.00% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 34,751 | $1.55M | 0.73% | +734+2.2% | Added |
| Woodstock Corp | 29,762 | $1.55M | 0.18% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.55M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 30,153 | $1.57M | 0.06% | −5,800−16.1% | Reduced |
| Beck Mack & Oliver LLC | 30,380 | $1.58M | 0.04% | +14,367+89.7% | Added |
| Legacy Wealth Asset Management, LLC | 30,424 | $1.58M | 0.52% | −90−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 30,494 | $1.59M | 0.03% | −40,174−56.8% | Reduced |
| Commerce Bank | 31,087 | $1.62M | 0.01% | +134+0.4% | Added |
| Metropolitan Life Insurance Co | 31,304 | $1.63M | 0.08% | −917−2.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 31,377 | $1.63M | 0.04% | 00.0% | Unchanged |
| Dean Capital Management | 31,432 | $1.64M | 1.01% | +8,767+38.7% | Added |
| Avantax Advisory Services, Inc. | 31,485 | $1.64M | 0.02% | −1,881−5.6% | Reduced |
| LGT Fund Management Co Ltd. | 31,500 | $1.64M | 0.71% | +31,500 | New |
| Joel Isaacson & Co., LLC | 31,886 | $1.66M | 0.10% | +3,458+12.2% | Added |
| United Capital Financial Advisers, LLC | 32,021 | $1.67M | 0.01% | +16,122+101.4% | Added |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.68M | 0.65% | 00.0% | Unchanged |
| Davis Capital Management | 32,280 | $1.68M | 1.61% | +32,280 | New |
| WCG Wealth Advisors LLC | 32,443 | $1.69M | 0.12% | −3,612−10.0% | Reduced |
| Rodgers Brothers Inc. | 32,754 | $1.70M | 0.27% | −770−2.3% | Reduced |
| Twin Capital Management Inc | 33,127 | $1.72M | 0.23% | −528−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 33,528 | $1.75M | 0.05% | −149,486−81.7% | Reduced |
| Moors & Cabot, Inc. | 33,808 | $1.76M | 0.11% | +40.0% | Added |
| Louisbourg Investments Inc. | 44,377 | $1.81M | 0.55% | +44,377 | New |
| Delta Capital Management LLC | 35,045 | $1.82M | 1.27% | −50−0.1% | Reduced |
| King Luther Capital Management Corp | 35,086 | $1.83M | 0.01% | −3,023−7.9% | Reduced |
| Falcon Wealth Planning | 35,244 | $1.83M | 0.32% | +117+0.3% | Added |
| First Manhattan Co | 35,285 | $1.84M | 0.01% | +90.0% | Added |
| Citizens Financial Group Inc | 35,475 | $1.85M | 0.06% | +632+1.8% | Added |
| Private Advisor Group, LLC | 35,744 | $1.86M | 0.01% | +867+2.5% | Added |
| Two Sigma Investments, LP | 35,800 | $1.86M | 0.00% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 36,550 | $1.90M | 0.58% | −6,700−15.5% | Reduced |
| Convergence Investment Partners, LLC | 36,966 | $1.92M | 1.01% | −2,313−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 37,286 | $1.94M | 0.00% | +2,793+8.1% | Added |
| New Mexico Educational Retirement Board | 37,360 | $1.95M | 0.07% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 37,497 | $1.95M | 0.74% | +37,497 | New |
| Cohen Capital Management, Inc. | 37,736 | $1.96M | 0.37% | 00.0% | Unchanged |
| Everence Capital Management Inc | 38,024 | $1.98M | 0.14% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 38,400 | $2.00M | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 38,504 | $2.00M | 0.15% | +12,823+49.9% | Added |
| Alberta Investment Management Corp | 39,300 | $2.05M | 0.02% | −772,151−95.2% | Reduced |
| Verition Fund Management LLC | 39,419 | $2.05M | 0.02% | −996−2.5% | Reduced |
| Silvercrest Asset Management Group LLC | 39,519 | $2.06M | 0.01% | +1,385+3.6% | Added |
| Wetherby Asset Management Inc | 39,825 | $2.07M | 0.11% | +3,466+9.5% | Added |
| Cinctive Capital Management LP | 40,000 | $2.08M | 0.15% | −149,317−78.9% | Reduced |
| Intrinsic Value Partners, LLC | 40,884 | $2.13M | 2.48% | −3,170−7.2% | Reduced |
| Morningstar Investment Management LLC | 41,042 | $2.14M | 0.25% | +41,042 | New |
| Guggenheim Capital LLC | 41,317 | $2.15M | 0.02% | +8,099+24.4% | Added |
| Great Lakes Advisors, LLC | 41,506 | $2.16M | 0.02% | −50,003−54.6% | Reduced |
| Connectus Wealth, LLC | 41,779 | $2.18M | 0.04% | −1,165−2.7% | Reduced |
| BlueMar Capital Management, LLC | 41,939 | $2.18M | 3.29% | −58,808−58.4% | Reduced |
| Premier Path Wealth Partners, LLC | 42,018 | $2.18M | 0.48% | +42,018 | New |
| Ashton Thomas Private Wealth, LLC | 42,016 | $2.19M | 0.14% | −4,886−10.4% | Reduced |
| CenterBook Partners LP | 42,397 | $2.21M | 0.27% | −2,175−4.9% | Reduced |
| Gries Financial LLC | 42,819 | $2.23M | 0.49% | −902−2.1% | Reduced |
| Baxter Bros Inc | 42,987 | $2.24M | 0.31% | −1,425−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 43,371 | $2.26M | 0.03% | +1,361+3.2% | Added |
| Sound Income Strategies, LLC | 43,628 | $2.27M | 0.19% | +4,079+10.3% | Added |
| Cubic Asset Management, LLC | 44,195 | $2.30M | 0.59% | −3,505−7.3% | Reduced |
| Forte Capital LLC | 44,677 | $2.33M | 0.32% | −1,337−2.9% | Reduced |
| Vestcor Inc | 44,856 | $2.33M | 0.08% | −160−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,181 | $2.35M | 0.01% | +3,777+9.1% | Added |
| D L Carlson Investment Group Inc | 42,752 | $2.36M | 0.48% | −17,132−28.6% | Reduced |
| Brinker Capital Investments, LLC | 45,047 | $2.37M | 0.03% | +7,096+18.7% | Added |
| Orion Portfolio Solutions, LLC | 45,047 | $2.37M | 0.03% | +7,096+18.7% | Added |
| 1832 Asset Management L.P. | 45,697 | $2.38M | 0.00% | −269−0.6% | Reduced |
| Metis Global Partners, LLC | 45,785 | $2.38M | 0.09% | −606−1.3% | Reduced |
| Mount Lucas Management LP | 45,917 | $2.39M | 0.84% | +45,917 | New |
| Bragg Financial Advisors, Inc | 46,231 | $2.41M | 0.11% | −5,826−11.2% | Reduced |
| Louisiana State Employees Retirement System | 46,500 | $2.42M | 0.05% | −1,800−3.7% | Reduced |