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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 82,302 | $4.28M | 0.06% | +20,336+32.8% | Added |
| Valley National Advisers Inc | 81,195 | $4.22M | 0.67% | −12,049−12.9% | Reduced |
| Barbara Oil Co. | 80,000 | $4.16M | 1.87% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 79,421 | $4.13M | 0.09% | −10,702−11.9% | Reduced |
| JustInvest LLC | 79,218 | $4.12M | 0.11% | +23,252+41.5% | Added |
| Avion Wealth | 79,003 | $4.11M | 1.15% | −11,676−12.9% | Reduced |
| Stolper Co | 78,045 | $4.06M | 1.64% | +712+0.9% | Added |
| La Banque Postale Asset Management SA | 77,069 | $4.01M | 0.09% | −116,281−60.1% | Reduced |
| Pinnacle Associates Ltd | 76,702 | $3.99M | 0.07% | +1,580+2.1% | Added |
| Daiwa Securities Group Inc. | 75,900 | $3.95M | 0.02% | +6,960+10.1% | Added |
| Dean Investment Associates, LLC | 75,489 | $3.93M | 0.56% | +6,817+9.9% | Added |
| Westpac Banking Corp | 75,004 | $3.90M | 0.32% | −21,403−22.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,909 | $3.79M | 0.05% | −56−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 71,662 | $3.73M | 0.05% | +544+0.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 71,000 | $3.70M | 1.86% | −69,660−49.5% | Reduced |
| Atria Investments LLC | 70,279 | $3.66M | 0.06% | +26,875+61.9% | Added |
| Highlander Capital Management, LLC | 69,974 | $3.64M | 1.30% | −792−1.1% | Reduced |
| Stephens Inc | 69,559 | $3.62M | 0.06% | +512+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 68,427 | $3.56M | 0.09% | −160,598−70.1% | Reduced |
| Elo Mutual Pension Insurance Co | 67,993 | $3.54M | 0.10% | +2,812+4.3% | Added |
| Hamel Associates, Inc. | 67,115 | $3.49M | 1.23% | +67,115 | New |
| Estabrook Capital Management | 67,100 | $3.49M | 0.57% | −200−0.3% | Reduced |
| First Hawaiian Bank | 66,926 | $3.48M | 0.11% | −2,006−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,308 | $3.45M | 0.03% | 00.0% | Unchanged |
| Lincoln Capital LLC | 65,853 | $3.43M | 0.84% | −963−1.4% | Reduced |
| Assenagon Asset Management S.A. | 65,242 | $3.40M | 0.01% | −4,616−6.6% | Reduced |
| Northwest Investment Counselors, LLC | 65,022 | $3.38M | 0.90% | −2,144−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 63,849 | $3.32M | 0.09% | −10,362−14.0% | Reduced |
| Concentric Wealth Management, LLC | 63,240 | $3.29M | 0.96% | +919+1.5% | Added |
| Graphene Investments SAS | 63,100 | $3.28M | 2.13% | −8,700−12.1% | Reduced |
| Natixis | 63,083 | $3.28M | 0.02% | −128,197−67.0% | Reduced |
| AE Wealth Management LLC | 59,116 | $3.27M | 0.02% | +10,047+20.5% | Added |
| Shayne & Co., LLC | 62,591 | $3.26M | 1.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 61,534 | $3.20M | 0.10% | +129+0.2% | Added |
| Pathstone Holdings, LLC | 61,505 | $3.20M | 0.02% | +61,505 | New |
| Aspen Grove Capital, LLC | 60,702 | $3.16M | 0.96% | +226+0.4% | Added |
| Maryland State Retirement & Pension System | 60,339 | $3.14M | 0.06% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 60,038 | $3.12M | 0.43% | 00.0% | Unchanged |
| Gould Capital, LLC | 59,179 | $3.08M | 2.25% | +299+0.5% | Added |
| Quantinno Capital Management LP | 59,075 | $3.08M | 0.11% | +8,035+15.7% | Added |
| Ossiam | 58,480 | $3.04M | 0.05% | −439,731−88.3% | Reduced |
| Cresset Asset Management, LLC | 57,866 | $3.01M | 0.02% | +4,848+9.1% | Added |
| Impax Asset Management Group plc | 57,823 | $3.01M | 0.01% | −760−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,570 | $3.00M | 0.01% | −7,130−11.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,135 | $2.97M | 0.04% | +8,046+16.4% | Added |
| Capital Fund Management S.A. | 56,616 | $2.95M | 0.04% | −115,293−67.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 56,415 | $2.94M | 0.57% | −6,078−9.7% | Reduced |
| Alpha Omega Wealth Management LLC | 56,256 | $2.93M | 0.48% | −751−1.3% | Reduced |
| Neuberger Berman Group LLC | 56,019 | $2.92M | 0.00% | −11,540−17.1% | Reduced |
| CIBC Private Wealth Group, LLC | 53,688 | $2.79M | 0.01% | +10,799+25.2% | Added |
| Nordea Investment Management AB | 53,420 | $2.78M | 0.00% | +1,037+2.0% | Added |
| Boyar Asset Management Inc. | 53,352 | $2.78M | 2.08% | −6,735−11.2% | Reduced |
| Clearbridge Investments, LLC | 52,491 | $2.73M | 0.00% | −35,271−40.2% | Reduced |
| Alaska Permanent Fund Corp | 52,213 | $2.72M | 0.04% | −287−0.5% | Reduced |
| Pacer Advisors, Inc. | 52,069 | $2.71M | 0.01% | +2,658+5.4% | Added |
| Hartford Investment Management Co | 51,878 | $2.70M | 0.10% | −1,206−2.3% | Reduced |
| Poehling Capital Management, LLC | 51,724 | $2.69M | 0.85% | −3,600−6.5% | Reduced |
| Bokf, NA | 51,542 | $2.68M | 0.05% | +295+0.6% | Added |
| Atom Investors LP | 51,237 | $2.67M | 0.47% | +51,237 | New |
| Arjuna Capital | 50,454 | $2.63M | 0.82% | +2,008+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,709 | $2.59M | 0.01% | +1,685+3.5% | Added |
| Securian Asset Management, Inc | 48,707 | $2.54M | 0.07% | −7,179−12.8% | Reduced |
| Granite Group Advisors, LLC | 45,364 | $2.52M | 1.78% | +45,364 | New |
| AdvisorNet Financial, Inc | 48,423 | $2.52M | 0.23% | +1,057+2.2% | Added |
| Lazard Asset Management LLC | 48,228 | $2.51M | 0.00% | +36,562+313.4% | Added |
| Epacria Capital Partners, LLC | 48,150 | $2.51M | 2.01% | 00.0% | Unchanged |
| Park National Corp | 48,104 | $2.50M | 0.10% | −652−1.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 47,116 | $2.45M | 1.01% | −500−1.1% | Reduced |
| Delta Financial Advisors LLC | 46,575 | $2.42M | 1.05% | −198−0.4% | Reduced |
| Louisiana State Employees Retirement System | 46,500 | $2.42M | 0.05% | −1,800−3.7% | Reduced |
| Bragg Financial Advisors, Inc | 46,231 | $2.41M | 0.11% | −5,826−11.2% | Reduced |
| Mount Lucas Management LP | 45,917 | $2.39M | 0.84% | +45,917 | New |
| Metis Global Partners, LLC | 45,785 | $2.38M | 0.09% | −606−1.3% | Reduced |
| 1832 Asset Management L.P. | 45,697 | $2.38M | 0.00% | −269−0.6% | 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 |
| D L Carlson Investment Group Inc | 42,752 | $2.36M | 0.48% | −17,132−28.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,181 | $2.35M | 0.01% | +3,777+9.1% | Added |
| Vestcor Inc | 44,856 | $2.33M | 0.08% | −160−0.4% | Reduced |
| Forte Capital LLC | 44,677 | $2.33M | 0.32% | −1,337−2.9% | Reduced |
| Cubic Asset Management, LLC | 44,195 | $2.30M | 0.59% | −3,505−7.3% | Reduced |
| Sound Income Strategies, LLC | 43,628 | $2.27M | 0.19% | +4,079+10.3% | Added |
| Oppenheimer Asset Management Inc. | 43,371 | $2.26M | 0.03% | +1,361+3.2% | Added |
| Baxter Bros Inc | 42,987 | $2.24M | 0.31% | −1,425−3.2% | Reduced |
| Gries Financial LLC | 42,819 | $2.23M | 0.49% | −902−2.1% | Reduced |
| CenterBook Partners LP | 42,397 | $2.21M | 0.27% | −2,175−4.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 42,016 | $2.19M | 0.14% | −4,886−10.4% | Reduced |
| Premier Path Wealth Partners, LLC | 42,018 | $2.18M | 0.48% | +42,018 | New |
| BlueMar Capital Management, LLC | 41,939 | $2.18M | 3.29% | −58,808−58.4% | Reduced |
| Connectus Wealth, LLC | 41,779 | $2.18M | 0.04% | −1,165−2.7% | Reduced |
| Great Lakes Advisors, LLC | 41,506 | $2.16M | 0.02% | −50,003−54.6% | Reduced |
| Guggenheim Capital LLC | 41,317 | $2.15M | 0.02% | +8,099+24.4% | Added |
| Morningstar Investment Management LLC | 41,042 | $2.14M | 0.25% | +41,042 | New |
| Intrinsic Value Partners, LLC | 40,884 | $2.13M | 2.48% | −3,170−7.2% | Reduced |
| Cinctive Capital Management LP | 40,000 | $2.08M | 0.15% | −149,317−78.9% | Reduced |
| Wetherby Asset Management Inc | 39,825 | $2.07M | 0.11% | +3,466+9.5% | Added |
| Silvercrest Asset Management Group LLC | 39,519 | $2.06M | 0.01% | +1,385+3.6% | Added |
| Verition Fund Management LLC | 39,419 | $2.05M | 0.02% | −996−2.5% | Reduced |
| Alberta Investment Management Corp | 39,300 | $2.05M | 0.02% | −772,151−95.2% | Reduced |
| FDx Advisors, Inc. | 38,504 | $2.00M | 0.15% | +12,823+49.9% | Added |