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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 4,144 | $238.8K | 0.01% | +120+3.0% | Added |
| Verdad Advisers, LP | 4,148 | $239.0K | 0.26% | +4,148 | New |
| Quinn Opportunity Partners LLC | 4,150 | $239.1K | 0.03% | −4,000−49.1% | Reduced |
| Fiduciary Group LLC | 4,162 | $239.8K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 4,178 | $240.7K | 0.11% | −100−2.3% | Reduced |
| Peddock Capital Advisors, LLC | 4,180 | $240.9K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,183 | $241.0K | 0.02% | −51−1.2% | Reduced |
| BLB&B Advisors, LLC | 4,200 | $242.0K | 0.01% | −210−4.8% | Reduced |
| Wrapmanager Inc | 4,209 | $242.5K | 0.07% | −517−10.9% | Reduced |
| Hofer & Associates. Inc | 4,210 | $242.6K | 0.20% | −50−1.2% | Reduced |
| Marshall Financial Group LLC | 4,217 | $243.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,222 | $243.3K | 0.01% | +4,222 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,224 | $243.4K | 0.03% | −23−0.5% | Reduced |
| Prospera Financial Services Inc | 4,224 | $243.5K | 0.01% | −953−18.4% | Reduced |
| 1858 Wealth Management, LLC | 4,678 | $243.5K | 0.23% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,239 | $244.3K | 0.01% | +209+5.2% | Added |
| Paragon Capital Management Ltd | 4,241 | $244.4K | 0.04% | +27+0.6% | Added |
| Sage Mountain Advisors LLC | 4,249 | $244.8K | 0.03% | −392−8.4% | Reduced |
| Integrated Advisors Network LLC | 4,253 | $245.0K | 0.01% | +4,253 | New |
| HBK Sorce Advisory LLC | 4,303 | $248.0K | 0.01% | +20+0.5% | Added |
| Vident Advisory, LLC | 4,311 | $248.4K | 0.01% | −255−5.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,338 | $250.0K | 0.01% | −208−4.6% | Reduced |
| Empower Advisory Group, LLC | 4,350 | $250.6K | 0.00% | +417+10.6% | Added |
| One Wealth Advisors, LLC | 4,376 | $252.1K | 0.04% | −201−4.4% | Reduced |
| Bruce G. Allen Investments, LLC | 4,385 | $252.7K | 0.21% | −5−0.1% | Reduced |
| Blueprint Investment Partners LLC | 4,386 | $252.7K | 0.05% | −62−1.4% | Reduced |
| O'Brien Greene & Co. Inc | 4,391 | $253.0K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $253.5K | 0.02% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 4,400 | $253.5K | 0.17% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,400 | $253.5K | 0.07% | +4,400 | New |
| Beirne Wealth Consulting Services, LLC | 4,405 | $253.8K | 0.11% | −807−15.5% | Reduced |
| Simon Quick Advisors, LLC | 4,418 | $254.6K | 0.02% | +453+11.4% | Added |
| 1620 Investment Advisors, Inc. | 4,938 | $255.7K | 0.26% | +4,938 | New |
| Archford Capital Strategies, LLC | 4,469 | $257.5K | 0.04% | −13−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,484 | $258.4K | 0.02% | −324−6.7% | Reduced |
| Fisher Asset Management, LLC | 4,489 | $258.7K | 0.00% | +15+0.3% | Added |
| Searle & Co. | 4,500 | $259.3K | 0.07% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,513 | $260.0K | 0.04% | +4,513 | New |
| Lake Street Advisors Group, LLC | 4,527 | $260.8K | 0.01% | +18+0.4% | Added |
| Bright Futures Wealth Management, LLC. | 4,395 | $261.7K | 0.14% | +4,395 | New |
| Next Level Private LLC | 4,553 | $262.4K | 0.12% | +7+0.2% | Added |
| Wedmont Private Capital | 4,591 | $262.6K | 0.02% | +169+3.8% | Added |
| Merit Financial Group, LLC | 4,641 | $264.6K | 0.01% | +439+10.4% | Added |
| Spire Wealth Management | 4,600 | $265.1K | 0.01% | −119−2.5% | Reduced |
| Martin Capital Advisors, LLP | 4,605 | $265.3K | 0.21% | −660−12.5% | Reduced |
| Abundance Wealth Counselors | 4,613 | $266.0K | 0.06% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,620 | $266.2K | 0.03% | +4,620 | New |
| Girard Partners Ltd. | 4,629 | $266.8K | 0.03% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,662 | $268.6K | 0.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,663 | $268.7K | 0.03% | +4,663 | New |
| Brown, Lisle/Cummings, Inc. | 4,666 | $268.9K | 0.09% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,675 | $269.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,686 | $270.0K | 0.01% | +4,686 | New |
| Wilson & Boucher Capital Management, LLC | 4,690 | $270.2K | 0.21% | −2,100−30.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 4,697 | $270.6K | 0.03% | −1,855−28.3% | Reduced |
| Wellington Shields & Co., LLC | 4,698 | $270.7K | 0.09% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4,717 | $271.8K | 0.01% | 00.0% | Unchanged |
| Meritage Group LP | 4,726 | $272.0K | 0.01% | −354−7.0% | Reduced |
| Wharton Business Group, LLC | 4,780 | $275.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,777 | $275.0K | 0.02% | +1,707+55.6% | Added |
| Ledyard National Bank | 4,819 | $277.7K | 0.03% | −652−11.9% | Reduced |
| ASB Consultores, LLC | 4,828 | $278.2K | 0.07% | +4,828 | New |
| Ironwood Investment Management LLC | 4,847 | $279.3K | 0.14% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,856 | $279.8K | 0.02% | +4,856 | New |
| Buckingham Strategic Partners | 4,893 | $282.0K | 0.01% | +4,893 | New |
| Lincoln Capital Corp | 4,900 | $282.3K | 0.12% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,908 | $282.8K | 0.19% | +4,908 | New |
| Syon Capital LLC | 4,910 | $282.9K | 0.03% | +429+9.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,910 | $282.9K | 0.07% | +4,910 | New |
| Summit Trail Advisors, LLC | 4,914 | $283.2K | 0.01% | +456+10.2% | Added |
| Farmers & Merchants Investments Inc | 4,916 | $283.3K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 4,934 | $284.3K | 0.02% | +4,934 | New |
| Northstar Group, Inc. | 4,940 | $284.6K | 0.06% | −311−5.9% | Reduced |
| Bard Financial Services, Inc. | 4,940 | $284.6K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,967 | $286.2K | 0.10% | −700−12.4% | Reduced |
| Rossmore Private Capital | 5,000 | $288.1K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,148 | $289.8K | 0.08% | −47−0.9% | Reduced |
| Index Fund Advisors, Inc. | 5,032 | $289.9K | 0.02% | +5,032 | New |
| Quent Capital, LLC | 5,035 | $290.2K | 0.03% | +20.0% | Added |
| Mezzasalma Advisors, LLC | 5,073 | $292.3K | 0.14% | +1,102+27.8% | Added |
| Sapient Capital LLC | 5,128 | $295.5K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 5,180 | $298.5K | 0.02% | +173+3.5% | Added |
| Baker Ellis Asset Management LLC | 5,190 | $299.0K | 0.04% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,205 | $299.9K | 0.04% | +871+20.1% | Added |
| GAMMA Investing LLC | 5,247 | $302.3K | 0.06% | +877+20.1% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $304.2K | 0.17% | +5,280 | New |
| Welch Group, LLC | 5,336 | $307.5K | 0.02% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 5,343 | $307.9K | 0.09% | −125−2.3% | Reduced |
| Hutchinson Capital Management | 5,358 | $308.7K | 0.06% | +4+0.1% | Added |
| Atomi Financial Group, Inc. | 5,372 | $309.5K | 0.03% | +625+13.2% | Added |
| Van Strum & Towne Inc. | 5,377 | $309.8K | 0.11% | 00.0% | Unchanged |
| Proequities, Inc. | 5,394 | $310.8K | 0.02% | +406+8.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,400 | $311.1K | 0.00% | +5,400 | New |
| Independent Advisor Alliance | 5,402 | $311.2K | 0.01% | +5+0.1% | Added |
| First Nebraska Trust Co | 5,404 | $311.4K | 0.03% | −103−1.9% | Reduced |
| Firestone Capital Management | 5,413 | $311.9K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,437 | $313.3K | 0.00% | +5,312+4,249.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,464 | $314.8K | 0.02% | +82+1.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,468 | $315.1K | 0.01% | +5,468 | New |
| Geneos Wealth Management Inc. | 5,528 | $318.5K | 0.01% | +805+17.0% | Added |