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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 38,400 | $2.00M | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 38,024 | $1.98M | 0.14% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 37,736 | $1.96M | 0.37% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 37,497 | $1.95M | 0.74% | +37,497 | New |
| New Mexico Educational Retirement Board | 37,360 | $1.95M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37,286 | $1.94M | 0.00% | +2,793+8.1% | Added |
| Convergence Investment Partners, LLC | 36,966 | $1.92M | 1.01% | −2,313−5.9% | Reduced |
| Inlet Private Wealth, LLC | 36,550 | $1.90M | 0.58% | −6,700−15.5% | Reduced |
| Two Sigma Investments, LP | 35,800 | $1.86M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,744 | $1.86M | 0.01% | +867+2.5% | Added |
| Citizens Financial Group Inc | 35,475 | $1.85M | 0.06% | +632+1.8% | Added |
| First Manhattan Co | 35,285 | $1.84M | 0.01% | +90.0% | Added |
| Falcon Wealth Planning | 35,244 | $1.83M | 0.32% | +117+0.3% | Added |
| King Luther Capital Management Corp | 35,086 | $1.83M | 0.01% | −3,023−7.9% | Reduced |
| Delta Capital Management LLC | 35,045 | $1.82M | 1.27% | −50−0.1% | Reduced |
| Louisbourg Investments Inc. | 44,377 | $1.81M | 0.55% | +44,377 | New |
| Moors & Cabot, Inc. | 33,808 | $1.76M | 0.11% | +40.0% | Added |
| Exchange Traded Concepts, LLC | 33,528 | $1.75M | 0.05% | −149,486−81.7% | Reduced |
| Twin Capital Management Inc | 33,127 | $1.72M | 0.23% | −528−1.6% | Reduced |
| Rodgers Brothers Inc. | 32,754 | $1.70M | 0.27% | −770−2.3% | Reduced |
| WCG Wealth Advisors LLC | 32,443 | $1.69M | 0.12% | −3,612−10.0% | Reduced |
| Davis Capital Management | 32,280 | $1.68M | 1.61% | +32,280 | New |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.68M | 0.65% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 32,021 | $1.67M | 0.01% | +16,122+101.4% | Added |
| Joel Isaacson & Co., LLC | 31,886 | $1.66M | 0.10% | +3,458+12.2% | Added |
| LGT Fund Management Co Ltd. | 31,500 | $1.64M | 0.71% | +31,500 | New |
| Avantax Advisory Services, Inc. | 31,485 | $1.64M | 0.02% | −1,881−5.6% | Reduced |
| Dean Capital Management | 31,432 | $1.64M | 1.01% | +8,767+38.7% | Added |
| Douglass Winthrop Advisors, LLC | 31,377 | $1.63M | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 31,304 | $1.63M | 0.08% | −917−2.8% | Reduced |
| Commerce Bank | 31,087 | $1.62M | 0.01% | +134+0.4% | Added |
| Integrated Wealth Concepts LLC | 30,494 | $1.59M | 0.03% | −40,174−56.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 30,424 | $1.58M | 0.52% | −90−0.3% | Reduced |
| Beck Mack & Oliver LLC | 30,380 | $1.58M | 0.04% | +14,367+89.7% | Added |
| E. Ohman J:or Asset Management AB | 30,153 | $1.57M | 0.06% | −5,800−16.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.55M | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 29,762 | $1.55M | 0.18% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 34,751 | $1.55M | 0.73% | +734+2.2% | Added |
| Edgewood Management LLC | 29,704 | $1.55M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,631 | $1.54M | 0.04% | −10,066−25.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 29,451 | $1.53M | 0.05% | −7,833−21.0% | Reduced |
| Lido Advisors, LLC | 29,305 | $1.53M | 0.02% | +3,246+12.5% | Added |
| Sequoia Financial Advisors, LLC | 28,774 | $1.50M | 0.02% | +16,049+126.1% | Added |
| Atria Wealth Solutions, Inc. | 28,545 | $1.49M | 0.02% | −1,662−5.5% | Reduced |
| Desjardins Global Asset Management Inc. | 28,494 | $1.48M | 0.16% | +305+1.1% | Added |
| Rockefeller Capital Management L.P. | 28,452 | $1.48M | 0.00% | +2,378+9.1% | Added |
| Peapack Gladstone Financial Corp | 28,194 | $1.47M | 0.02% | −1,169−4.0% | Reduced |
| Robinson Value Management, Ltd. | 28,165 | $1.47M | 0.96% | 00.0% | Unchanged |
| Greenleaf Trust | 28,162 | $1.47M | 0.02% | +1,645+6.2% | Added |
| Retireful, LLC | 27,946 | $1.45M | 0.63% | +27,946 | New |
| Commonwealth Retirement Investments LLC | 27,757 | $1.44M | 0.77% | +221+0.8% | Added |
| Neville Rodie & Shaw Inc | 27,735 | $1.44M | 0.12% | −47−0.2% | Reduced |
| Norinchukin Bank, The | 27,438 | $1.43M | 0.03% | −3,620−11.7% | Reduced |
| Cove Street Capital, LLC | 27,400 | $1.43M | 0.44% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 27,399 | $1.43M | 0.10% | −17−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,208 | $1.42M | 0.07% | +65+0.2% | Added |
| Oppenheimer & Co Inc | 27,093 | $1.41M | 0.03% | −90−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 27,019 | $1.41M | 0.03% | −10,396−27.8% | Reduced |
| SNS Financial Group, LLC | 26,864 | $1.40M | 0.17% | −987−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 26,773 | $1.39M | 0.09% | −11,767−30.5% | Reduced |
| Logan Capital Management Inc | 26,592 | $1.38M | 0.06% | −1,790−6.3% | Reduced |
| Ascent Wealth Partners, LLC | 26,161 | $1.36M | 0.22% | −121−0.5% | Reduced |
| Empirical Finance, LLC | 26,134 | $1.36M | 0.09% | +192+0.7% | Added |
| ISAM Funds (UK) Ltd | 26,109 | $1.36M | 0.97% | +26,109 | New |
| AXS Investments LLC | 25,852 | $1.35M | 0.32% | +25,852 | New |
| Farmers & Merchants Trust Co of Long Beach | 25,737 | $1.34M | 0.35% | +145+0.6% | Added |
| Columbia Asset Management | 25,645 | $1.33M | 0.27% | +350+1.4% | Added |
| Allen Wealth Management, LLC | 25,539 | $1.33M | 1.30% | +25,539 | New |
| United Services Automobile Association | 25,447 | $1.32M | 0.03% | +1,640+6.9% | Added |
| World Equity Group, Inc. | 25,349 | $1.32M | 0.26% | +50.0% | Added |
| CAPROCK Group, Inc. | 25,270 | $1.32M | 0.08% | −3,247−11.4% | Reduced |
| Wealthfront Advisers LLC | 25,214 | $1.31M | 0.01% | −2,627−9.4% | Reduced |
| Meeder Asset Management Inc | 24,934 | $1.30M | 0.10% | +24,934 | New |
| Pekin Hardy Strauss, Inc. | 24,716 | $1.29M | 0.19% | −1,350−5.2% | Reduced |
| Pitcairn Co | 24,587 | $1.28M | 0.09% | +3,798+18.3% | Added |
| SG Americas Securities, LLC | 24,538 | $1.28M | 0.01% | −37,373−60.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 24,402 | $1.27M | 0.27% | −5,665−18.8% | Reduced |
| Carret Asset Management, LLC | 24,400 | $1.27M | 0.16% | −200−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,343 | $1.27M | 0.03% | −239−1.0% | Reduced |
| Johnson Investment Counsel Inc | 24,231 | $1.26M | 0.01% | +281+1.2% | Added |
| APG Asset Management N.V. | 26,632 | $1.25M | 0.00% | −1,070−3.9% | Reduced |
| Kanawha Capital Management LLC | 24,071 | $1.25M | 0.12% | −3,181−11.7% | Reduced |
| Ritholtz Wealth Management | 23,937 | $1.25M | 0.05% | +2,289+10.6% | Added |
| Ieq Capital, LLC | 23,666 | $1.23M | 0.02% | +8,520+56.3% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.23M | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 23,533 | $1.22M | 0.04% | +1,375+6.2% | Added |
| Veriti Management LLC | 23,510 | $1.22M | 0.11% | +6,979+42.2% | Added |
| Wynn Capital, LLC | 23,264 | $1.21M | 0.99% | +23,264 | New |
| Karpas Strategies, LLC | 23,215 | $1.21M | 0.40% | +100+0.4% | Added |
| SageView Advisory Group, LLC | 21,547 | $1.21M | 0.05% | +21,547 | New |
| Garrett Investment Advisors LLC | 23,079 | $1.20M | 0.17% | +23,079 | New |
| Credit Agricole S A | 22,844 | $1.19M | 0.02% | +12,842+128.4% | Added |
| Regions Financial Corp | 22,773 | $1.19M | 0.01% | −1,996−8.1% | Reduced |
| Shell Asset Management Co | 22,707 | $1.18M | 0.05% | −5,845−20.5% | Reduced |
| Geller Advisors LLC | 22,670 | $1.18M | 0.11% | −435−1.9% | Reduced |
| Hudson Portfolio Management LLC | 22,665 | $1.18M | 1.28% | −275−1.2% | Reduced |
| Forum Financial Management, LP | 22,579 | $1.18M | 0.02% | +10.0% | Added |
| First National Trust Co | 22,539 | $1.17M | 0.05% | −529−2.3% | Reduced |
| Ostrum Asset Management | 22,532 | $1.17M | 0.10% | +6,677+42.1% | Added |
| Tiaa Trust, National Association | 22,227 | $1.16M | 0.00% | −4,422−16.6% | Reduced |