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, Q1 2024
Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2024. 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
- 1,256
- +101 vs. Q4 2023
- Shares held
- 628.7M
- −10.8M (−1.7%) vs. Q4 2023
- Total value
- $36.2B
- +$2.89B (+8.7%) vs. Q4 2023
- New holders
- 165
- 405 more added
- Sold out
- 64
- 466 more reduced
15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Pathway Financial Advisers, LLC | 0 | $28 | 0.00% | −1−100.0% | Reduced |
| Impact Partnership Wealth, LLC | 1 | $30 | 0.00% | −135−99.3% | Reduced |
| Rakuten Securities, Inc. | 1 | $58 | 0.00% | −51−98.1% | Reduced |
| WestEnd Advisors, LLC | 3 | $173 | 0.00% | +3 | New |
| Global Assets Advisory, LLC | 18,512 | $325 | 0.01% | +18,512 | New |
| Walleye Trading LLC | 7 | $403 | 0.00% | −82,295−100.0% | Reduced |
| Caitlin John, LLC | 7 | $412 | 0.00% | −1−12.5% | Reduced |
| Colonial Trust Advisors | 8 | $461 | 0.00% | −81−91.0% | Reduced |
| Tfo-TDC, LLC | 8 | $461 | 0.00% | −10−55.6% | Reduced |
| Kelly Financial Services LLC | 11 | $605 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $744 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $807 | 0.00% | +14 | New |
| CGC Financial Services, LLC | 15 | $864 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $865 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 22 | $1.27K | 0.00% | −222−91.0% | Reduced |
| WealthCollab, LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 29 | $1.67K | 0.00% | −111−79.3% | Reduced |
| Sofos Investments, Inc. | 30 | $1.70K | 0.00% | +30 | New |
| Park Place Capital Corp | 34 | $1.96K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $2.02K | 0.00% | −620−94.7% | Reduced |
| RFP Financial Group LLC | 35 | $2.02K | 0.00% | +35 | New |
| Creative Capital Management Investments LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $2.08K | 0.00% | +4+12.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $2.21K | 0.00% | +38 | New |
| Creative Financial Designs Inc | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 46 | $2.65K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $3.17K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 56 | $3.23K | 0.00% | +56 | New |
| Valued Wealth Advisors LLC | 59 | $3.40K | 0.00% | +31+110.7% | Added |
| Sachetta, LLC | 68 | $3.54K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 62 | $3.57K | 0.00% | +62 | New |
| Pineridge Advisors LLC | 63 | $3.63K | 0.00% | −4−6.0% | Reduced |
| Dunhill Financial, LLC | 66 | $3.80K | 0.00% | +10+17.9% | Added |
| Tucker Asset Management LLC | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 71 | $4.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 77 | $4.44K | 0.00% | +5+6.9% | Added |
| Bogart Wealth, LLC | 81 | $4.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $4.68K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 89 | $5.11K | 0.00% | +89 | New |
| MCF Advisors LLC | 96 | $5.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $5.76K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 102 | $5.88K | 0.01% | +62+155.0% | Added |
| Piscataqua Savings Bank | 109 | $6.28K | 0.01% | −210−65.8% | Reduced |
| Missouri Trust & Investment Co | 111 | $6.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 117 | $6.74K | 0.00% | −210−64.2% | Reduced |
| Rocky Mountain Advisers, LLC | 117 | $6.74K | 0.00% | +117 | New |
| Asset Dedication, LLC | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 129 | $7.43K | 0.00% | +11+9.3% | Added |
| Frazier Financial Advisors, LLC | 129 | $7.43K | 0.01% | +104+416.0% | Added |
| CoreCap Advisors, LLC | 134 | $7.72K | 0.00% | +134 | New |
| Financial Freedom, LLC | 140 | $8.07K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 144 | $8.30K | 0.00% | +144 | New |
| First Personal Financial Services | 150 | $8.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 154 | $8.87K | 0.00% | +154 | New |
| Sugarloaf Wealth Management, LLC | 156 | $8.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 156 | $8.99K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 157 | $9.05K | 0.00% | −116−42.5% | Reduced |
| Global Trust Asset Management, LLC | 164 | $9.48K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $9.62K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 167 | $9.62K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $9.68K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $10.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 180 | $10.4K | 0.00% | −7,409−97.6% | Reduced |
| EntryPoint Capital, LLC | 181 | $10.4K | 0.01% | −380−67.7% | Reduced |
| Luken Investment Analytics, LLC | 184 | $10.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 185 | $10.7K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 186 | $10.7K | 0.00% | −203−52.2% | Reduced |
| Pinnacle Bancorp, Inc. | 187 | $10.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 190 | $10.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $11.5K | 0.00% | −155−43.7% | Reduced |
| Boyd Watterson Asset Management LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 214 | $12.3K | 0.01% | +214 | New |
| Hilltop National Bank | 216 | $12.4K | 0.00% | +216 | New |
| Transcendent Capital Group LLC | 217 | $12.5K | 0.01% | +1+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $12.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 225 | $13.0K | 0.00% | +225 | New |
| PrairieView Partners, LLC | 212 | $13.0K | 0.00% | −39−15.5% | Reduced |
| Cornerstone Planning Group LLC | 229 | $13.1K | 0.00% | −15−6.1% | Reduced |
| Westside Investment Management, Inc. | 227 | $13.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 264 | $15.0K | 0.00% | +7+2.7% | Added |
| Creekmur Asset Management LLC | 270 | $15.6K | 0.01% | +20+8.0% | Added |
| Spectrum Wealth Counsel, LLC | 277 | $16.0K | 0.00% | +277 | New |
| PFS Partners, LLC | 283 | $16.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 298 | $17.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 291 | $17.0K | 0.00% | +49+20.2% | Added |
| Global X Japan Co., Ltd. | 306 | $17.6K | 0.00% | −414−57.5% | Reduced |
| Cedar Mountain Advisors, LLC | 307 | $17.7K | 0.00% | −82−21.1% | Reduced |
| HBC Financial Services, PLLC | 333 | $18.0K | 0.01% | +3+0.9% | Added |
| Rise Advisors, LLC | 324 | $18.7K | 0.01% | +324 | New |
| New England Capital Financial Advisors LLC | 324 | $18.7K | 0.01% | +2+0.6% | Added |
| Trust Co | 341 | $19.6K | 0.00% | −1,006−74.7% | Reduced |
| Princeton Global Asset Management LLC | 342 | $19.7K | 0.00% | +1+0.3% | Added |
| Versant Capital Management, Inc | 355 | $20.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 360 | $20.7K | 0.00% | −40−10.0% | Reduced |
| Atlas Capital Advisors LLC | 382 | $22.0K | 0.00% | 00.0% | Unchanged |