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
- 1,255
- +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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 5,591 | $322.2K | 0.03% | −59−1.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,610 | $323.2K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,656 | $325.9K | 0.04% | +840+17.4% | Added |
| Sigma Planning Corp | 5,686 | $327.6K | 0.01% | +5,686 | New |
| Financial Advisory Corp | 5,741 | $331.0K | 0.14% | −498−8.0% | Reduced |
| Modern Wealth Management, LLC | 5,791 | $333.7K | 0.03% | −65−1.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,796 | $334.0K | 0.16% | +1,293+28.7% | Added |
| Grimes & Company, Inc. | 5,801 | $334.2K | 0.01% | +5,801 | New |
| Fairfield, Bush & Co. | 5,844 | $336.7K | 0.20% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,842 | $337.0K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,861 | $337.7K | 0.02% | +1,915+48.5% | Added |
| Perigon Wealth Management, LLC | 5,869 | $338.2K | 0.01% | +583+11.0% | Added |
| Kingsview Wealth Management, LLC | 5,885 | $339.1K | 0.01% | +105+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,905 | $340.3K | 0.06% | +1,000+20.4% | Added |
| Trust Point Inc. | 5,947 | $342.7K | 0.03% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,951 | $342.9K | 0.04% | +5,951 | New |
| S&T Bank | 5,950 | $343.0K | 0.07% | −1,200−16.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,982 | $344.7K | 0.01% | +1,901+46.6% | Added |
| Keystone Financial Group | 5,985 | $344.9K | 0.05% | +95+1.6% | Added |
| IFG Advisors, LLC | 5,999 | $345.7K | 0.09% | −160−2.6% | Reduced |
| Vivaldi Capital Management, LLC | 5,941 | $347.2K | 0.10% | −74−1.2% | Reduced |
| Nomura Holdings Inc | 6,062 | $349.3K | 0.00% | −9,468−61.0% | Reduced |
| Stanley-Laman Group, Ltd. | 6,063 | $349.4K | 0.05% | −2,809−31.7% | Reduced |
| HighPoint Advisor Group LLC | 6,102 | $353.0K | 0.02% | −264−4.1% | Reduced |
| Symmetry Investments LP | 6,150 | $354.4K | 0.04% | +6,150 | New |
| Thompson Siegel & Walmsley LLC | 6,167 | $355.0K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 6,244 | $359.8K | 0.15% | +820+15.1% | Added |
| Perpetual Ltd | 6,269 | $361.2K | 0.00% | +121+2.0% | Added |
| Journey Advisory Group, LLC | 6,283 | $362.0K | 0.04% | +6,283 | New |
| Private Trust Co NA | 6,286 | $362.2K | 0.04% | +440+7.5% | Added |
| Studio Investment Management LLC | 6,348 | $365.8K | 0.09% | +407+6.9% | Added |
| Hayek Kallen Investment Management | 6,429 | $370.0K | 0.14% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,455 | $371.9K | 0.20% | +130+2.1% | Added |
| Accredited Investors Inc. | 6,504 | $374.8K | 0.02% | +1,977+43.7% | Added |
| Cohen & Steers, Inc. | 6,501 | $375.0K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 6,524 | $375.9K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,548 | $377.3K | 0.06% | +771+13.3% | Added |
| Angeles Investment Advisors, LLC | 6,554 | $377.6K | 0.02% | +652+11.0% | Added |
| SeaCrest Wealth Management, LLC | 6,669 | $384.3K | 0.05% | −3,105−31.8% | Reduced |
| Mather Group, LLC. | 7,388 | $384.6K | 0.01% | +9+0.1% | Added |
| Round Rock Advisors, LLC | 6,690 | $385.5K | 0.09% | +45+0.7% | Added |
| Richard W. Paul & Associates, LLC | 6,745 | $388.7K | 0.16% | −266−3.8% | Reduced |
| Vise Technologies, Inc. | 6,768 | $390.0K | 0.08% | +454+7.2% | Added |
| Waldron Private Wealth LLC | 6,769 | $390.0K | 0.02% | −213−3.1% | Reduced |
| Atlantic Union Bankshares Corp | 6,777 | $390.5K | 0.03% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,829 | $393.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,850 | $394.7K | 0.02% | +6,850 | New |
| Shulman DeMeo Asset Management LLC | 6,896 | $397.3K | 0.11% | −41−0.6% | Reduced |
| Ascent Group, LLC | 6,902 | $397.7K | 0.04% | +586+9.3% | Added |
| Ransom Advisory, Ltd | 6,990 | $402.8K | 0.21% | +6,990 | New |
| BFSG, LLC | 7,008 | $403.8K | 0.05% | −142−2.0% | Reduced |
| Clarius Group, LLC | 7,014 | $404.1K | 0.03% | −497−6.6% | Reduced |
| Founders Financial Securities LLC | 7,032 | $405.2K | 0.04% | +7,032 | New |
| Kathmere Capital Management, LLC | 7,047 | $406.0K | 0.05% | +606+9.4% | Added |
| NorthRock Partners, LLC | 7,072 | $407.5K | 0.02% | +64+0.9% | Added |
| First National Bank & Trust Co of Newtown | 7,083 | $408.0K | 0.08% | −100−1.4% | Reduced |
| Fortis Group Advisors, LLC | 7,100 | $409.1K | 0.08% | −7,100−50.0% | Reduced |
| Balentine LLC | 7,117 | $410.1K | 0.01% | −368−4.9% | Reduced |
| GTS Securities LLC | 7,118 | $410.1K | 0.01% | −75,936−91.4% | Reduced |
| Tradewinds, LLC. | 7,158 | $412.4K | 0.37% | +7,158 | New |
| Congress Asset Management Co | 7,171 | $413.2K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 7,254 | $418.0K | 0.02% | +2,315+46.9% | Added |
| KMG Fiduciary Partners, LLC | 7,269 | $418.8K | 0.04% | +8+0.1% | Added |
| Woodward Diversified Capital, LLC | 7,272 | $419.0K | 0.26% | +300+4.3% | Added |
| Argent Capital Management LLC | 7,280 | $419.5K | 0.01% | −400−5.2% | Reduced |
| Huntington National Bank | 7,292 | $420.2K | 0.00% | −156−2.1% | Reduced |
| Summit Financial, LLC | 7,352 | $423.6K | 0.03% | −215−2.8% | Reduced |
| IVC Wealth Advisors LLC | 7,366 | $424.4K | 0.24% | −49−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 7,466 | $430.2K | 0.01% | −4,645−38.4% | Reduced |
| Concurrent Investment Advisors, LLC | 7,469 | $430.3K | 0.02% | +548+7.9% | Added |
| Fukoku Mutual Life Insurance Co | 7,520 | $433.3K | 0.03% | −509−6.3% | Reduced |
| Modera Wealth Management, LLC | 7,528 | $433.7K | 0.01% | +240+3.3% | Added |
| Bahl & Gaynor Inc | 7,552 | $435.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,559 | $435.6K | 0.05% | +35+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,573 | $436.4K | 0.06% | +130+1.7% | Added |
| D.A. Davidson & Co. | 7,590 | $437.4K | 0.00% | +1,354+21.7% | Added |
| Allworth Financial LP | 7,646 | $440.6K | 0.00% | +1,951+34.3% | Added |
| Twin City Private Wealth, LLC | 7,661 | $441.4K | 0.43% | +7,661 | New |
| Cornell Pochily Investment Advisors, Inc. | 7,689 | $443.0K | 0.18% | +9+0.1% | Added |
| JNBA Financial Advisors | 7,736 | $445.7K | 0.05% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,751 | $446.6K | 0.01% | −390−4.8% | Reduced |
| Courier Capital LLC | 7,783 | $448.5K | 0.03% | +20.0% | Added |
| Hendershot Investments Inc. | 7,874 | $453.7K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,881 | $454.1K | 0.09% | −294−3.6% | Reduced |
| Builder Investment Group Inc | 7,911 | $455.8K | 0.13% | −10−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 7,915 | $456.0K | 0.01% | −144−1.8% | Reduced |
| Nations Financial Group Inc, | 7,929 | $456.9K | 0.04% | +113+1.4% | Added |
| Magnetar Financial LLC | 7,930 | $456.9K | 0.01% | +7,930 | New |
| Caldwell Sutter Capital, Inc. | 7,943 | $457.7K | 0.22% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,991 | $460.4K | 0.04% | +7,991 | New |
| Cigna Investments Inc | 8,015 | $462.0K | 0.09% | −302−3.6% | Reduced |
| RB Capital Management, LLC | 8,022 | $462.2K | 0.12% | +10.0% | Added |
| We Are One Seven, LLC | 8,053 | $464.0K | 0.02% | −1,469−15.4% | Reduced |
| Checchi Capital Advisers, LLC | 8,074 | $465.2K | 0.04% | +228+2.9% | Added |
| Tectonic Advisors LLC | 8,135 | $468.8K | 0.04% | +515+6.8% | Added |
| Foundations Investment Advisors, LLC | 8,142 | $469.2K | 0.01% | −1,187−12.7% | Reduced |
| Aigen Investment Management, LP | 8,154 | $469.8K | 0.10% | +8,154 | New |
| Aspen Investment Management Inc | 8,170 | $471.0K | 0.24% | +3,215+64.9% | Added |
| WSFS Capital Management, LLC | 32,951 | $473.2K | 0.03% | +24,542+291.9% | Added |
| Ameritas Investment Partners, Inc. | 8,214 | $473.3K | 0.02% | −332−3.9% | Reduced |