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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 383 | $22.1K | 0.00% | +328+596.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 399 | $23.0K | 0.00% | +399 | New |
| Kelly Lawrence W & Associates Inc | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 409 | $23.6K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 400 | $24.0K | 0.02% | +4+1.0% | Added |
| MidAtlantic Capital Management, Inc. | 426 | $24.5K | 0.02% | −95−18.2% | Reduced |
| Caldwell Trust Co | 441 | $25.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $25.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 443 | $25.5K | 0.01% | +3+0.7% | Added |
| Ronald Blue Trust, Inc. | 458 | $26.4K | 0.00% | −400−46.6% | Reduced |
| JJJ Advisors Inc. | 473 | $27.3K | 0.01% | +2+0.4% | Added |
| REAP Financial Group, LLC | 483 | $27.8K | 0.01% | −1,506−75.7% | Reduced |
| PEAK6 Investments LLC | 484 | $27.9K | 0.00% | +484 | New |
| Wetzel Investment Advisors, Inc. | 510 | $28.2K | 0.02% | +230+82.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $28.8K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $28.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 502 | $28.9K | 0.00% | +114+29.4% | Added |
| Zions Bancorporation, N.A. | 511 | $29.4K | 0.00% | −27−5.0% | Reduced |
| Salomon & Ludwin, LLC | 512 | $29.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 524 | $30.0K | 0.02% | +524 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $30.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 543 | $31.3K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 547 | $31.5K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 550 | $31.7K | 0.01% | +550 | New |
| Cape Investment Advisory, Inc. | 599 | $34.5K | 0.02% | −57−8.7% | Reduced |
| Optimum Investment Advisors | 600 | $34.6K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 605 | $34.9K | 0.01% | −73−10.8% | Reduced |
| Adirondack Trust Co | 622 | $35.8K | 0.01% | +79+14.5% | Added |
| Continuum Advisory, LLC | 623 | $36.4K | 0.01% | −9,153−93.6% | Reduced |
| Brown Brothers Harriman & Co | 650 | $37.5K | 0.00% | +220+51.2% | Added |
| First PREMIER Bank | 664 | $38.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 660 | $38.0K | 0.01% | −69−9.5% | Reduced |
| Hartford Financial Management Inc. | 661 | $38.1K | 0.01% | +36+5.8% | Added |
| Bromfield Sneider Wealth Advisors | 666 | $38.4K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $38.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 686 | $39.5K | 0.00% | +27+4.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $40.3K | 0.02% | −400−36.4% | Reduced |
| Sittner & Nelson, LLC | 700 | $40.3K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $40.7K | 0.01% | −1,257−64.0% | Reduced |
| Bollard Group LLC | 744 | $43.0K | 0.00% | +3+0.4% | Added |
| Duncker Streett & Co Inc | 750 | $43.2K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 750 | $43.2K | 0.01% | +750 | New |
| Nemes Rush Group LLC | 761 | $43.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $44.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 829 | $47.8K | 0.00% | +29+3.6% | Added |
| Clean Yield Group | 833 | $48.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 850 | $49.0K | 0.02% | 00.0% | Unchanged |
| Friedenthal Financial | 857 | $49.4K | 0.03% | +857 | New |
| Addison Advisors LLC | 879 | $50.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 894 | $51.5K | 0.01% | +4+0.4% | Added |
| Exchange Traded Concepts, LLC | 945 | $54.5K | 0.00% | −32,583−97.2% | Reduced |
| Global Financial Private Client, LLC | 981 | $55.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,006 | $56.9K | 0.00% | +24+2.4% | Added |
| Leonteq Securities AG | 990 | $57.0K | 0.01% | −3,368−77.3% | Reduced |
| First Community Trust NA | 1,000 | $57.6K | 0.05% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,008 | $58.1K | 0.03% | −191−15.9% | Reduced |
| Community Bank, N.A. | 1,025 | $59.0K | 0.01% | +125+13.9% | Added |
| Legend Financial Advisors, Inc. | 1,036 | $59.7K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,084 | $62.5K | 0.01% | +707+187.5% | Added |
| Cambridge Trust Co | 1,100 | $63.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $63.4K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,112 | $64.1K | 0.09% | −50−4.3% | Reduced |
| Gen-Wealth Partners Inc | 1,145 | $66.0K | 0.03% | +1,145 | New |
| Chilton Capital Management LLC | 1,159 | $66.8K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,199 | $69.1K | 0.04% | −151−11.2% | Reduced |
| Grove Bank & Trust | 1,200 | $69.1K | 0.01% | −66−5.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,217 | $69.6K | 0.00% | +117+10.6% | Added |
| Pacific Center for Financial Services | 1,221 | $70.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $70.5K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,235 | $71.2K | 0.02% | +3+0.2% | Added |
| CVA Family Office, LLC | 1,278 | $73.6K | 0.01% | +9+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 1,278 | $73.6K | 0.01% | +500+64.3% | Added |
| Oakworth Capital, Inc. | 1,292 | $74.4K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,300 | $74.9K | 0.01% | −50−3.7% | Reduced |
| CoreFirst Bank & Trust | 1,320 | $76.1K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,350 | $77.8K | 0.00% | −100−6.9% | Reduced |
| BNP Paribas | 1,370 | $78.9K | 0.00% | +1,370 | New |
| Loomis Sayles & Co L P | 1,377 | $79.0K | 0.00% | +23+1.7% | Added |
| Covestor Ltd | 1,398 | $80.0K | 0.05% | +335+31.5% | Added |
| Peoples Financial Services Corp. | 1,425 | $82.1K | 0.04% | −300−17.4% | Reduced |
| Signature Resources Capital Management, LLC | 1,600 | $83.3K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,513 | $87.0K | 0.02% | −2,746−64.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,539 | $88.7K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,593 | $91.8K | 0.03% | −15−0.9% | Reduced |
| Quarry LP | 1,596 | $92.0K | 0.04% | +1,379+635.5% | Added |
| Hanson & Doremus Investment Management | 1,602 | $92.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,620 | $93.3K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,634 | $94.2K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,659 | $95.6K | 0.01% | +1,226+283.1% | Added |
| ICA Group Wealth Management, LLC | 1,681 | $96.9K | 0.02% | −178−9.6% | Reduced |
| Hexagon Capital Partners LLC | 1,682 | $96.9K | 0.02% | −36−2.1% | Reduced |
| Harbour Investments, Inc. | 1,744 | $100.5K | 0.00% | −2,457−58.5% | Reduced |
| MV Capital Management, Inc. | 1,818 | $104.8K | 0.01% | +238+15.1% | Added |
| Massmutual Trust Co FSB | 1,823 | $105.0K | 0.00% | +62+3.5% | Added |
| AlphaCentric Advisors LLC | 1,830 | $105.4K | 0.06% | +1,830 | New |
| Rosenberg Matthew Hamilton | 1,856 | $105.7K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,840 | $106.0K | 0.03% | −63−3.3% | Reduced |
| Prestige Wealth Management Group LLC | 1,847 | $106.4K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,888 | $108.9K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,919 | $110.6K | 0.02% | −170−8.1% | Reduced |