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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 1,930 | $111.2K | 0.07% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,945 | $112.1K | 0.07% | +26+1.4% | Added |
| Glen Eagle Advisors, LLC | 1,950 | $112.4K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,952 | $112.5K | 0.02% | −801−29.1% | Reduced |
| Bleichroeder LP | 2,000 | $115.2K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $115.2K | 0.06% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $115.2K | 0.08% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $116.3K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,050 | $118.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,080 | $119.9K | 0.01% | +151+7.8% | Added |
| Northwest Bank & Trust Co | 2,139 | $120.8K | 0.11% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,102 | $121.1K | 0.00% | +301+16.7% | Added |
| Resources Management Corp | 2,135 | $123.0K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,136 | $123.1K | 0.02% | −186−8.0% | Reduced |
| Bullock Wealth Management Group | 2,172 | $123.7K | 0.08% | +2,172 | New |
| FinTrust Capital Advisors, LLC | 2,149 | $123.8K | 0.02% | +603+39.0% | Added |
| Edmond de Rothschild Holding S.A. | 2,265 | $130.5K | 0.00% | −880−28.0% | Reduced |
| Alta Advisers Ltd | 2,300 | $132.5K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $132.7K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,303 | $132.7K | 0.01% | −1,034−31.0% | Reduced |
| Evermay Wealth Management LLC | 2,307 | $132.9K | 0.02% | −7−0.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,387 | $137.6K | 0.00% | −3,000−55.7% | Reduced |
| City State Bank | 2,387 | $138.0K | 0.06% | +8+0.3% | Added |
| Macroview Investment Management LLC | 2,400 | $138.3K | 0.15% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $138.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,408 | $138.7K | 0.07% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,423 | $139.6K | 0.09% | +2,144+768.5% | Added |
| Washington Trust Advisors, Inc. | 2,471 | $142.4K | 0.01% | +30+1.2% | Added |
| Smartleaf Asset Management LLC | 2,530 | $144.0K | 0.03% | +715+39.4% | Added |
| Wellington Shields Capital Management, LLC | 2,500 | $144.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,552 | $147.0K | 0.03% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 2,580 | $148.7K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,375 | $149.8K | 0.02% | +16,375 | New |
| Webster Bank, N. A. | 2,611 | $150.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,611 | $150.4K | 0.02% | −11−0.4% | Reduced |
| Investors Research Corp | 2,629 | $151.5K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,689 | $154.9K | 0.04% | +2,689 | New |
| CKW Financial Group | 2,900 | $165.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,000 | $172.9K | 0.02% | +1,635+119.8% | Added |
| City Holding Co | 3,019 | $173.9K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $174.0K | 0.04% | +3,021 | New |
| Haverford Trust Co | 3,047 | $175.6K | 0.00% | +3,047 | New |
| North Star Investment Management Corp. | 3,053 | $175.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3,070 | $176.9K | 0.06% | +1,108+56.5% | Added |
| Ci Investments Inc. | 3,139 | $181.0K | 0.00% | +1,035+49.2% | Added |
| Capital Analysts, LLC | 3,198 | $184.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,196 | $184.2K | 0.00% | +48+1.5% | Added |
| Farther Finance Advisors, LLC | 3,324 | $189.3K | 0.01% | +49+1.5% | Added |
| SYSTM Wealth Solutions LLC | 3,360 | $193.6K | 0.02% | −885−20.8% | Reduced |
| Hall Laurie J Trustee | 3,415 | $197.0K | 0.07% | −1,930−36.1% | Reduced |
| Great Diamond Partners, LLC | 3,482 | $200.6K | 0.05% | +3,482 | New |
| Buckingham Strategic Wealth, LLC | 3,511 | $202.3K | 0.00% | +3,511 | New |
| Penserra Capital Management LLC | 3,537 | $203.0K | 0.00% | −3,370−48.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,525 | $203.1K | 0.01% | +3,525 | New |
| Regatta Capital Group, LLC | 3,528 | $203.3K | 0.05% | +3,528 | New |
| Abbrea Capital, LLC | 3,581 | $206.0K | 0.03% | +3,581 | New |
| Strategic Blueprint, LLC | 3,598 | $207.3K | 0.01% | +3,598 | New |
| Kingfisher Capital LLC | 3,619 | $209.0K | 0.05% | +3,619 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,632 | $209.3K | 0.01% | +3,632 | New |
| Boston Trust Walden Corp | 3,674 | $211.7K | 0.00% | −462−11.2% | Reduced |
| Meyer Handelman Co | 3,696 | $213.0K | 0.01% | +3,696 | New |
| Commerzbank Aktiengesellschaft | 3,682 | $213.0K | 0.01% | +3,682 | New |
| Welch Capital Partners LLC | 3,701 | $213.0K | 0.05% | +3,701 | New |
| Dorchester Wealth Management Co | 3,700 | $213.2K | 0.04% | +3,700 | New |
| O'Keefe Stevens Advisory, Inc. | 3,710 | $213.8K | 0.07% | +3,710 | New |
| Clearstead Advisors, LLC | 3,712 | $214.7K | 0.01% | −326−8.1% | Reduced |
| Verity Asset Management, Inc. | 3,738 | $215.4K | 0.12% | +3,738 | New |
| Tyche Wealth Partners LLC | 3,764 | $216.9K | 0.05% | −4,465−54.3% | Reduced |
| Oliver Luxxe Assets LLC | 3,773 | $217.4K | 0.05% | +3,773 | New |
| GDS Wealth Management | 3,777 | $217.6K | 0.03% | +3,777 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,780 | $217.8K | 0.01% | −1,464−27.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,786 | $218.1K | 0.08% | +3,786 | New |
| Mma Asset Management LLC | 3,800 | $218.5K | 0.10% | +3,800 | New |
| Insigneo Advisory Services, LLC | 3,794 | $218.6K | 0.03% | +3,794 | New |
| Stock Yards Bank & Trust Co | 3,796 | $218.7K | 0.01% | −500−11.6% | Reduced |
| Tiemann Investment Advisors, LLC | 3,802 | $219.1K | 0.10% | +3,802 | New |
| Northwest Bancshares, Inc. | 3,825 | $220.4K | 0.03% | +3,825 | New |
| Skopos Labs, Inc. | 3,870 | $220.4K | 0.09% | −37−0.9% | Reduced |
| RKL Wealth Management LLC | 3,874 | $223.2K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,886 | $223.9K | 0.01% | +31+0.8% | Added |
| Borer Denton & Associates, Inc. | 3,900 | $224.7K | 0.08% | +3,900 | New |
| Evercore Wealth Management, LLC | 3,913 | $225.5K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 3,927 | $226.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 3,928 | $226.3K | 0.00% | −1,233−23.9% | Reduced |
| Covington Investment Advisors Inc. | 3,949 | $227.0K | 0.04% | −792−16.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $228.0K | 0.09% | −94−2.3% | Reduced |
| Monticello Wealth Management, LLC | 4,000 | $230.5K | 0.02% | −460−10.3% | Reduced |
| Rbo & Co LLC | 4,000 | $230.5K | 0.04% | 00.0% | Unchanged |
| Arnhold LLC | 4,000 | $230.5K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,015 | $231.3K | 0.02% | −12−0.3% | Reduced |
| Laraway Financial Inc | 4,020 | $231.6K | 0.20% | −29−0.7% | Reduced |
| Stephenson & Company, Inc. | 4,020 | $231.6K | 0.17% | −8−0.2% | Reduced |
| Spinnaker Trust | 4,020 | $231.6K | 0.01% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,025 | $231.9K | 0.06% | −71−1.7% | Reduced |
| Peoples Bank | 4,042 | $232.9K | 0.13% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,045 | $233.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,049 | $233.3K | 0.01% | −683−14.4% | Reduced |
| Advus Financial Partners, LLC | 4,063 | $234.1K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,116 | $237.2K | 0.02% | −105−2.5% | Reduced |
| LGT Financial Advisors LLC | 4,135 | $238.3K | 0.28% | −779−15.9% | Reduced |