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 |
|---|---|---|---|---|---|
| Delta Financial Advisors LLC | 46,575 | $2.42M | 1.05% | −198−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 47,116 | $2.45M | 1.01% | −500−1.1% | Reduced |
| Park National Corp | 48,104 | $2.50M | 0.10% | −652−1.3% | Reduced |
| Epacria Capital Partners, LLC | 48,150 | $2.51M | 2.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 48,228 | $2.51M | 0.00% | +36,562+313.4% | Added |
| AdvisorNet Financial, Inc | 48,423 | $2.52M | 0.23% | +1,057+2.2% | Added |
| Granite Group Advisors, LLC | 45,364 | $2.52M | 1.78% | +45,364 | New |
| Securian Asset Management, Inc | 48,707 | $2.54M | 0.07% | −7,179−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,709 | $2.59M | 0.01% | +1,685+3.5% | Added |
| Arjuna Capital | 50,454 | $2.63M | 0.82% | +2,008+4.1% | Added |
| Atom Investors LP | 51,237 | $2.67M | 0.47% | +51,237 | New |
| Bokf, NA | 51,542 | $2.68M | 0.05% | +295+0.6% | Added |
| Poehling Capital Management, LLC | 51,724 | $2.69M | 0.85% | −3,600−6.5% | Reduced |
| Hartford Investment Management Co | 51,878 | $2.70M | 0.10% | −1,206−2.3% | Reduced |
| Pacer Advisors, Inc. | 52,069 | $2.71M | 0.01% | +2,658+5.4% | Added |
| Alaska Permanent Fund Corp | 52,213 | $2.72M | 0.04% | −287−0.5% | Reduced |
| Clearbridge Investments, LLC | 52,491 | $2.73M | 0.00% | −35,271−40.2% | Reduced |
| Boyar Asset Management Inc. | 53,352 | $2.78M | 2.08% | −6,735−11.2% | Reduced |
| Nordea Investment Management AB | 53,420 | $2.78M | 0.00% | +1,037+2.0% | Added |
| CIBC Private Wealth Group, LLC | 53,688 | $2.79M | 0.01% | +10,799+25.2% | Added |
| Neuberger Berman Group LLC | 56,019 | $2.92M | 0.00% | −11,540−17.1% | Reduced |
| Alpha Omega Wealth Management LLC | 56,256 | $2.93M | 0.48% | −751−1.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 56,415 | $2.94M | 0.57% | −6,078−9.7% | Reduced |
| Capital Fund Management S.A. | 56,616 | $2.95M | 0.04% | −115,293−67.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,135 | $2.97M | 0.04% | +8,046+16.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,570 | $3.00M | 0.01% | −7,130−11.0% | Reduced |
| Impax Asset Management Group plc | 57,823 | $3.01M | 0.01% | −760−1.3% | Reduced |
| Cresset Asset Management, LLC | 57,866 | $3.01M | 0.02% | +4,848+9.1% | Added |
| Ossiam | 58,480 | $3.04M | 0.05% | −439,731−88.3% | Reduced |
| Quantinno Capital Management LP | 59,075 | $3.08M | 0.11% | +8,035+15.7% | Added |
| Gould Capital, LLC | 59,179 | $3.08M | 2.25% | +299+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 60,038 | $3.12M | 0.43% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 60,339 | $3.14M | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 60,702 | $3.16M | 0.96% | +226+0.4% | Added |
| Pathstone Holdings, LLC | 61,505 | $3.20M | 0.02% | +61,505 | New |
| Kentucky Retirement Systems | 61,534 | $3.20M | 0.10% | +129+0.2% | Added |
| Shayne & Co., LLC | 62,591 | $3.26M | 1.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 59,116 | $3.27M | 0.02% | +10,047+20.5% | Added |
| Natixis | 63,083 | $3.28M | 0.02% | −128,197−67.0% | Reduced |
| Graphene Investments SAS | 63,100 | $3.28M | 2.13% | −8,700−12.1% | Reduced |
| Concentric Wealth Management, LLC | 63,240 | $3.29M | 0.96% | +919+1.5% | Added |
| Gulf International Bank (UK) Ltd | 63,849 | $3.32M | 0.09% | −10,362−14.0% | Reduced |
| Northwest Investment Counselors, LLC | 65,022 | $3.38M | 0.90% | −2,144−3.2% | Reduced |
| Assenagon Asset Management S.A. | 65,242 | $3.40M | 0.01% | −4,616−6.6% | Reduced |
| Lincoln Capital LLC | 65,853 | $3.43M | 0.84% | −963−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,308 | $3.45M | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 66,926 | $3.48M | 0.11% | −2,006−2.9% | Reduced |
| Estabrook Capital Management | 67,100 | $3.49M | 0.57% | −200−0.3% | Reduced |
| Hamel Associates, Inc. | 67,115 | $3.49M | 1.23% | +67,115 | New |
| Elo Mutual Pension Insurance Co | 67,993 | $3.54M | 0.10% | +2,812+4.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 68,427 | $3.56M | 0.09% | −160,598−70.1% | Reduced |
| Stephens Inc | 69,559 | $3.62M | 0.06% | +512+0.7% | Added |
| Highlander Capital Management, LLC | 69,974 | $3.64M | 1.30% | −792−1.1% | Reduced |
| Atria Investments LLC | 70,279 | $3.66M | 0.06% | +26,875+61.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 71,000 | $3.70M | 1.86% | −69,660−49.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,662 | $3.73M | 0.05% | +544+0.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,909 | $3.79M | 0.05% | −56−0.1% | Reduced |
| Westpac Banking Corp | 75,004 | $3.90M | 0.32% | −21,403−22.2% | Reduced |
| Dean Investment Associates, LLC | 75,489 | $3.93M | 0.56% | +6,817+9.9% | Added |
| Daiwa Securities Group Inc. | 75,900 | $3.95M | 0.02% | +6,960+10.1% | Added |
| Pinnacle Associates Ltd | 76,702 | $3.99M | 0.07% | +1,580+2.1% | Added |
| La Banque Postale Asset Management SA | 77,069 | $4.01M | 0.09% | −116,281−60.1% | Reduced |
| Stolper Co | 78,045 | $4.06M | 1.64% | +712+0.9% | Added |
| Avion Wealth | 79,003 | $4.11M | 1.15% | −11,676−12.9% | Reduced |
| JustInvest LLC | 79,218 | $4.12M | 0.11% | +23,252+41.5% | Added |
| Achmea Investment Management B.V. | 79,421 | $4.13M | 0.09% | −10,702−11.9% | Reduced |
| Barbara Oil Co. | 80,000 | $4.16M | 1.87% | 00.0% | Unchanged |
| Valley National Advisers Inc | 81,195 | $4.22M | 0.67% | −12,049−12.9% | Reduced |
| Walleye Trading LLC | 82,302 | $4.28M | 0.06% | +20,336+32.8% | Added |
| Hantz Financial Services, Inc. | 82,404 | $4.29M | 0.09% | −5,808−6.6% | Reduced |
| GTS Securities LLC | 83,054 | $4.32M | 0.09% | +83,054 | New |
| Banque Cantonale Vaudoise | 83,551 | $4.35M | 0.19% | +58,885+238.7% | Added |
| Kovitz Investment Group Partners, LLC | 84,215 | $4.38M | 0.07% | −995−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,218 | $4.38M | 0.01% | −375,376−81.7% | Reduced |
| Keybank National Association | 86,278 | $4.49M | 0.02% | −6,005−6.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 86,400 | $4.50M | 0.52% | −7,000−7.5% | Reduced |
| Mackenzie Financial Corp | 88,454 | $4.60M | 0.01% | −10,031−10.2% | Reduced |
| Cetera Investment Advisers | 88,531 | $4.61M | 0.04% | −2,197−2.4% | Reduced |
| British Columbia Investment Management Corp | 89,635 | $4.67M | 0.04% | +18,823+26.6% | Added |
| Portland Global Advisors LLC | 89,887 | $4.68M | 0.70% | +1,590+1.8% | Added |
| IFG Advisory, LLC | 92,355 | $4.81M | 0.35% | +35,582+62.7% | Added |
| Cetera Advisor Networks LLC | 93,306 | $4.86M | 0.03% | +5,976+6.8% | Added |
| Ensign Peak Advisors, Inc | 93,776 | $4.88M | 0.01% | −21,628−18.7% | Reduced |
| Boston Research & Management Inc | 94,146 | $4.90M | 1.30% | +3,065+3.4% | Added |
| Nissay Asset Management Corp | 94,226 | $4.90M | 0.04% | +3,326+3.7% | Added |
| Alpine Woods Capital Investors, LLC | 95,667 | $4.98M | 0.74% | −11,307−10.6% | Reduced |
| Bradley Foster & Sargent Inc | 95,788 | $4.99M | 0.10% | −55,536−36.7% | Reduced |
| Garland Capital Management Inc | 96,017 | $5.00M | 3.51% | −6,295−6.2% | Reduced |
| JPB Foundation | 96,680 | $5.03M | 0.54% | +96,680 | New |
| ProVise Management Group, LLC | 96,899 | $5.04M | 0.43% | +2,157+2.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 97,233 | $5.06M | 0.11% | −729−0.7% | Reduced |
| Fifth Third Bancorp | 97,246 | $5.06M | 0.02% | −26,031−21.1% | Reduced |
| Burney Co | 97,647 | $5.08M | 0.21% | −5,165−5.0% | Reduced |
| Intact Investment Management Inc. | 98,900 | $5.15M | 0.21% | 00.0% | Unchanged |
| Prudential PLC | 99,139 | $5.16M | 0.05% | +518+0.5% | Added |
| Butensky & Cohen Financial Security, Inc | 99,470 | $5.18M | 1.72% | +688+0.7% | Added |
| Kinneret Advisory, LLC | 101,710 | $5.29M | 0.59% | −648−0.6% | Reduced |
| Baird Financial Group, Inc. | 102,501 | $5.34M | 0.01% | −1,541−1.5% | Reduced |
| Mutual of America Capital Management LLC | 102,866 | $5.35M | 0.06% | −6,050−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 103,491 | $5.39M | 0.06% | +74,578+257.9% | Added |