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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 189,263 | $9.85M | 1.00% | −3,918−2.0% | Reduced |
| Edgar Lomax Co | 188,294 | $9.80M | 0.64% | −7,675−3.9% | Reduced |
| Sit Investment Associates Inc | 188,165 | $9.79M | 0.24% | +40,380+27.3% | Added |
| MetLife Investment Management | 186,713 | $9.72M | 0.07% | −5,931−3.1% | Reduced |
| MML Investors Services, LLC | 182,421 | $9.49M | 0.04% | +27,817+18.0% | Added |
| ProShare Advisors LLC | 181,918 | $9.47M | 0.03% | −12,312−6.3% | Reduced |
| AMF Pensionsforsakring AB | 178,640 | $9.31M | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Corp | 178,631 | $9.30M | 0.05% | +53,552+42.8% | Added |
| Texas Permanent School Fund | 175,630 | $9.14M | 0.08% | −1,627−0.9% | Reduced |
| Azimuth Capital Investment Management LLC | 173,525 | $9.03M | 0.41% | +1,745+1.0% | Added |
| Portland Investment Counsel Inc. | 172,800 | $8.99M | 3.22% | −1,200−0.7% | Reduced |
| State of Alaska, Department of Revenue | 172,525 | $8.98M | 0.11% | −2,230−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 171,916 | $8.96M | 0.11% | +22,070+14.7% | Added |
| Ethic Inc. | 171,153 | $8.91M | 0.26% | +10,996+6.9% | Added |
| IFM Investors Pty Ltd | 171,080 | $8.90M | 0.11% | −4,207−2.4% | Reduced |
| AustralianSuper Pty Ltd | 169,602 | $8.83M | 0.05% | +169,602 | New |
| Retirement Systems of Alabama | 169,497 | $8.82M | 0.04% | −6,593−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 168,417 | $8.77M | 0.06% | +11,829+7.6% | Added |
| Smithfield Trust Co | 165,027 | $8.59M | 0.48% | +55,415+50.6% | Added |
| Mercer Global Advisors Inc | 163,393 | $8.51M | 0.03% | +14,794+10.0% | Added |
| Trillium Asset Management, LLC | 161,674 | $8.41M | 0.23% | −2,356−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 158,722 | $8.26M | 0.07% | −62,745−28.3% | Reduced |
| Formuepleje A/S | 150,828 | $7.85M | 0.56% | −8,405−5.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 149,290 | $7.77M | 0.14% | +149,290 | New |
| Mariner, LLC | 148,738 | $7.74M | 0.02% | +38,145+34.5% | Added |
| Comerica Bank | 148,285 | $7.72M | 0.04% | +3,648+2.5% | Added |
| CIBC World Markets Inc. | 146,519 | $7.63M | 0.02% | −975−0.7% | Reduced |
| Fayez Sarofim & Co | 138,066 | $7.62M | 0.02% | −901,633−86.7% | Reduced |
| Abn Amro Investment Solutions | 146,163 | $7.61M | 0.13% | +146,163 | New |
| DnB Asset Management AS | 141,985 | $7.39M | 0.04% | −76,924−35.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 141,919 | $7.39M | 0.29% | −7,547−5.0% | Reduced |
| Visionary Wealth Advisors | 138,605 | $7.21M | 0.53% | +1,217+0.9% | Added |
| Hillman Capital Management, Inc. | 136,358 | $7.10M | 2.45% | 00.0% | Unchanged |
| Czech National Bank | 134,699 | $7.01M | 0.10% | −1,416−1.0% | Reduced |
| Utah Retirement Systems | 133,561 | $6.95M | 0.09% | −900−0.7% | Reduced |
| Brookstone Capital Management | 131,064 | $6.82M | 0.13% | +4,346+3.4% | Added |
| PGGM Investments | 130,022 | $6.77M | 0.10% | +35,497+37.6% | Added |
| Cardinal Capital Management | 129,886 | $6.76M | 1.28% | −916−0.7% | Reduced |
| CSM Advisors, LLC | 129,043 | $6.72M | 0.48% | −1,954−1.5% | Reduced |
| Eagle Asset Management Inc | 127,768 | $6.65M | 0.04% | +133+0.1% | Added |
| CIBC Asset Management Inc | 127,402 | $6.63M | 0.02% | −7,904−5.8% | Reduced |
| Dakota Wealth Management | 126,868 | $6.60M | 0.26% | +33,305+35.6% | Added |
| Investment Management Corp of Ontario | 123,222 | $6.41M | 0.16% | +18,171+17.3% | Added |
| Jefferies Financial Group Inc. | 122,797 | $6.39M | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 122,709 | $6.39M | 0.08% | −6,860−5.3% | Reduced |
| New York Life Investment Management LLC | 121,936 | $6.35M | 0.07% | −51,664−29.8% | Reduced |
| Crossmark Global Holdings, Inc. | 121,532 | $6.33M | 0.13% | −11,711−8.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 121,500 | $6.32M | 0.07% | −243,750−66.7% | Reduced |
| Public Sector Pension Investment Board | 120,236 | $6.26M | 0.05% | −60,066−33.3% | Reduced |
| QRG Capital Management, Inc. | 119,372 | $6.21M | 0.09% | +10,990+10.1% | Added |
| Public Employees Retirement Association of Colorado | 116,589 | $6.07M | 0.03% | −4,543−3.8% | Reduced |
| Xponance, Inc. | 115,192 | $6.00M | 0.07% | +914+0.8% | Added |
| American Assets Investment Management, LLC | 115,000 | $5.99M | 0.62% | 00.0% | Unchanged |
| Scotia Capital Inc. | 112,802 | $5.87M | 0.04% | −842−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 112,233 | $5.84M | 0.04% | −12,945−10.3% | Reduced |
| Janus Henderson Group PLC | 111,632 | $5.81M | 0.00% | −420.0% | Reduced |
| Simplex Trading, LLC | 111,586 | $5.81M | 0.18% | −13,832−11.0% | Reduced |
| M&T Bank Corp | 110,992 | $5.78M | 0.02% | −16,425−12.9% | Reduced |
| Janney Montgomery Scott LLC | 110,576 | $5.76M | 0.02% | −2,573−2.3% | Reduced |
| Rathbone Brothers plc | 110,409 | $5.75M | 0.04% | +776+0.7% | Added |
| Tower Research Capital LLC (TRC) | 110,336 | $5.74M | 0.07% | +75,216+214.2% | Added |
| RBF Capital, LLC | 110,000 | $5.73M | 0.36% | −10,000−8.3% | Reduced |
| Oak Associates, Ltd | 109,548 | $5.70M | 0.43% | −626−0.6% | Reduced |
| Martingale Asset Management L P | 107,477 | $5.59M | 0.11% | +455+0.4% | Added |
| Motco | 107,111 | $5.58M | 0.36% | −17,680−14.2% | Reduced |
| Trexquant Investment LP | 106,341 | $5.54M | 0.12% | +67,209+171.7% | Added |
| Vontobel Holding Ltd. | 105,602 | $5.50M | 0.05% | −1,272−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 104,612 | $5.45M | 0.10% | −49,588−32.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 104,327 | $5.43M | 0.22% | +104,327 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 103,491 | $5.39M | 0.06% | +74,578+257.9% | Added |
| Mutual of America Capital Management LLC | 102,866 | $5.35M | 0.06% | −6,050−5.6% | Reduced |
| Baird Financial Group, Inc. | 102,501 | $5.34M | 0.01% | −1,541−1.5% | Reduced |
| Kinneret Advisory, LLC | 101,710 | $5.29M | 0.59% | −648−0.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 99,470 | $5.18M | 1.72% | +688+0.7% | Added |
| Prudential PLC | 99,139 | $5.16M | 0.05% | +518+0.5% | Added |
| Intact Investment Management Inc. | 98,900 | $5.15M | 0.21% | 00.0% | Unchanged |
| Burney Co | 97,647 | $5.08M | 0.21% | −5,165−5.0% | Reduced |
| Fifth Third Bancorp | 97,246 | $5.06M | 0.02% | −26,031−21.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 97,233 | $5.06M | 0.11% | −729−0.7% | Reduced |
| ProVise Management Group, LLC | 96,899 | $5.04M | 0.43% | +2,157+2.3% | Added |
| JPB Foundation | 96,680 | $5.03M | 0.54% | +96,680 | New |
| Garland Capital Management Inc | 96,017 | $5.00M | 3.51% | −6,295−6.2% | Reduced |
| Bradley Foster & Sargent Inc | 95,788 | $4.99M | 0.10% | −55,536−36.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 95,667 | $4.98M | 0.74% | −11,307−10.6% | Reduced |
| Nissay Asset Management Corp | 94,226 | $4.90M | 0.04% | +3,326+3.7% | Added |
| Boston Research & Management Inc | 94,146 | $4.90M | 1.30% | +3,065+3.4% | Added |
| Ensign Peak Advisors, Inc | 93,776 | $4.88M | 0.01% | −21,628−18.7% | Reduced |
| Cetera Advisor Networks LLC | 93,306 | $4.86M | 0.03% | +5,976+6.8% | Added |
| IFG Advisory, LLC | 92,355 | $4.81M | 0.35% | +35,582+62.7% | Added |
| Portland Global Advisors LLC | 89,887 | $4.68M | 0.70% | +1,590+1.8% | Added |
| British Columbia Investment Management Corp | 89,635 | $4.67M | 0.04% | +18,823+26.6% | Added |
| Cetera Investment Advisers | 88,531 | $4.61M | 0.04% | −2,197−2.4% | Reduced |
| Mackenzie Financial Corp | 88,454 | $4.60M | 0.01% | −10,031−10.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 86,400 | $4.50M | 0.52% | −7,000−7.5% | Reduced |
| Keybank National Association | 86,278 | $4.49M | 0.02% | −6,005−6.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,218 | $4.38M | 0.01% | −375,376−81.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 84,215 | $4.38M | 0.07% | −995−1.2% | Reduced |
| Banque Cantonale Vaudoise | 83,551 | $4.35M | 0.19% | +58,885+238.7% | Added |
| GTS Securities LLC | 83,054 | $4.32M | 0.09% | +83,054 | New |
| Hantz Financial Services, Inc. | 82,404 | $4.29M | 0.09% | −5,808−6.6% | Reduced |