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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 8,268 | $476.4K | 0.04% | −345−4.0% | Reduced |
| Virtue Capital Management, LLC | 8,685 | $477.5K | 0.09% | −3,421−28.3% | Reduced |
| HF Advisory Group, LLC | 8,308 | $478.7K | 0.27% | +1,645+24.7% | Added |
| CX Institutional | 8,340 | $480.5K | 0.02% | +1,803+27.6% | Added |
| Lountzis Asset Management, LLC | 8,400 | $484.0K | 0.23% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 8,450 | $486.9K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8,486 | $489.0K | 0.09% | +8,486 | New |
| Symmetry Partners, LLC | 8,501 | $490.0K | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 8,561 | $493.3K | 0.44% | −202−2.3% | Reduced |
| Trust Asset Management LLC | 8,581 | $494.4K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 8,591 | $495.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,608 | $496.0K | 0.01% | −10.0% | Reduced |
| Farmers National Bank | 8,612 | $496.2K | 0.15% | −916−9.6% | Reduced |
| Jeppson Wealth Management, LLC | 8,618 | $496.5K | 0.19% | −49−0.6% | Reduced |
| Exchange Bank | 8,669 | $499.5K | 0.41% | 00.0% | Unchanged |
| Wright Investors Service Inc | 8,669 | $499.5K | 0.13% | +8,669 | New |
| Trust Co of Vermont | 8,692 | $500.8K | 0.03% | −142−1.6% | Reduced |
| Kowal Investment Group, LLC | 8,719 | $502.4K | 0.11% | +1,032+13.4% | Added |
| Signet Financial Management, LLC | 8,723 | $502.6K | 0.07% | +132+1.5% | Added |
| Jump Financial, LLC | 8,778 | $505.8K | 0.01% | +8,778 | New |
| Boothbay Fund Management, LLC | 8,880 | $511.7K | 0.02% | +8,880 | New |
| Aquila Investment Management LLC | 9,000 | $518.6K | 0.44% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,055 | $521.8K | 0.02% | +7,182+383.4% | Added |
| Whittier Trust Co of Nevada Inc | 9,185 | $529.1K | 0.02% | −4,668−33.7% | Reduced |
| Personal Cfo Solutions, LLC | 9,281 | $534.8K | 0.08% | +4,059+77.7% | Added |
| Camden Capital, LLC | 9,287 | $535.1K | 0.05% | +315+3.5% | Added |
| Gilbert & Cook, Inc. | 9,322 | $537.1K | 0.07% | −39−0.4% | Reduced |
| Balyasny Asset Management LLC | 9,363 | $539.5K | 0.00% | +3,915+71.9% | Added |
| Tobam | 9,365 | $540.0K | 0.05% | +633+7.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 9,461 | $545.0K | 0.07% | −32−0.3% | Reduced |
| SpiderRock Advisors, LLC | 9,969 | $547.7K | 0.02% | +9,969 | New |
| Addison Capital Co | 9,542 | $549.8K | 0.27% | +4,825+102.3% | Added |
| First Trust Investment Solutions L.P. | 9,542 | $549.8K | 0.10% | +9,542 | New |
| Wesbanco Bank Inc | 9,753 | $562.0K | 0.02% | +5,889+152.4% | Added |
| Quadcap Wealth Management, LLC | 9,914 | $571.2K | 0.13% | +9,914 | New |
| Trust Co of Virginia | 9,936 | $572.5K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 9,983 | $575.2K | 0.08% | 00.0% | Unchanged |
| Sicart Associates LLC | 10,000 | $576.2K | 0.21% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,018 | $577.2K | 0.05% | −57−0.6% | Reduced |
| Tranquilli Financial Advisor LLC | 10,039 | $578.4K | 0.39% | +1,022+11.3% | Added |
| Keystone Financial Services | 10,065 | $579.9K | 0.25% | −13−0.1% | Reduced |
| Sutton Place Investors LLC | 10,101 | $582.0K | 0.29% | +236+2.4% | Added |
| Confluence Wealth Services, Inc. | 10,242 | $590.1K | 0.05% | +4,807+88.4% | Added |
| Semmax Financial Advisors Inc. | 10,214 | $590.9K | 0.19% | +189+1.9% | Added |
| Loudon Investment Management, LLC | 10,262 | $591.3K | 0.34% | −2,713−20.9% | Reduced |
| Hillsdale Investment Management Inc. | 10,300 | $593.5K | 0.05% | +10,300 | New |
| Mesirow Financial Investment Management, Inc. | 10,344 | $596.0K | 0.01% | −400−3.7% | Reduced |
| NBT Bank N A | 10,360 | $596.9K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,398 | $599.1K | 0.01% | −7,893−43.2% | Reduced |
| Moneta Group Investment Advisors LLC | 10,505 | $605.3K | 0.01% | +5,118+95.0% | Added |
| Williams Jones Wealth Management, LLC. | 10,578 | $609.5K | 0.01% | +214+2.1% | Added |
| Epoch Investment Partners, Inc. | 10,597 | $610.6K | 0.00% | +6,081+134.7% | Added |
| Daymark Wealth Partners, LLC | 10,601 | $610.8K | 0.03% | −1,620−13.3% | Reduced |
| Empowered Funds, LLC | 10,620 | $611.9K | 0.01% | +2,328+28.1% | Added |
| Two Sigma Securities, LLC | 10,632 | $612.6K | 0.03% | +6,747+173.7% | Added |
| Wealthspire Advisors, LLC | 10,680 | $615.4K | 0.01% | +1,005+10.4% | Added |
| Affinity Investment Advisors, LLC | 10,719 | $617.6K | 0.45% | +10,719 | New |
| NBC Securities, Inc. | 10,745 | $619.0K | 0.06% | −128−1.2% | Reduced |
| Curbstone Financial Management Corp | 10,750 | $619.4K | 0.13% | −200−1.8% | Reduced |
| Verdence Capital Advisors LLC | 10,751 | $619.5K | 0.06% | +1,171+12.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,755 | $620.0K | 0.01% | −351−3.2% | Reduced |
| Fort Washington Investment Advisors Inc | 10,767 | $620.4K | 0.00% | −161−1.5% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $623.8K | 0.40% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 10,943 | $630.5K | 0.33% | +10,943 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 10,989 | $633.2K | 0.00% | −8−0.1% | Reduced |
| Aviance Capital Partners, LLC | 11,000 | $633.8K | 0.09% | +11,000 | New |
| Valeo Financial Advisors, LLC | 10,948 | $634.4K | 0.02% | −188−1.7% | Reduced |
| BSW Wealth Partners | 11,012 | $634.5K | 0.11% | −1,171−9.6% | Reduced |
| National Asset Management, Inc. | 14,944 | $637.4K | 0.02% | +1,803+13.7% | Added |
| Allegheny Financial Group LTD | 11,068 | $637.7K | 0.20% | −388−3.4% | Reduced |
| Essex Financial Services, Inc. | 11,204 | $645.6K | 0.06% | +410+3.8% | Added |
| Basepoint Wealth LLC | 11,214 | $646.1K | 0.49% | −1,980−15.0% | Reduced |
| IMC-Chicago, LLC | 11,222 | $646.6K | 0.02% | +11,222 | New |
| Cypress Capital Group | 11,262 | $648.9K | 0.08% | +11,262 | New |
| Parallel Advisors, LLC | 11,272 | $649.5K | 0.02% | +2,619+30.3% | Added |
| HM Payson & Co | 11,290 | $650.5K | 0.01% | −150−1.3% | Reduced |
| Goodwin Investment Advisory | 11,344 | $653.6K | 0.31% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,433 | $658.8K | 0.01% | −51−0.4% | Reduced |
| Wealth Quarterback LLC | 11,447 | $659.6K | 0.37% | −2,533−18.1% | Reduced |
| Coldstream Capital Management Inc | 11,470 | $660.9K | 0.02% | +2,791+32.2% | Added |
| Fruth Investment Management | 11,500 | $662.0K | 0.17% | −500−4.2% | Reduced |
| GeoWealth Management, LLC | 11,507 | $663.0K | 0.03% | +7,950+223.5% | Added |
| Unigestion Holding SA | 11,534 | $664.6K | 0.03% | +11,534 | New |
| Almanack Investment Partners, LLC. | 11,571 | $666.7K | 0.11% | +206+1.8% | Added |
| Beverly Hills Private Wealth, LLC | 11,583 | $667.4K | 0.15% | +6,572+131.2% | Added |
| Moody National Bank Trust Division | 11,645 | $671.0K | 0.05% | +69+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 11,764 | $677.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,800 | $679.9K | 0.11% | +100+0.9% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $682.5K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,008 | $691.9K | 0.02% | +2,873+31.5% | Added |
| Valmark Advisers, Inc. | 12,191 | $702.4K | 0.01% | −101−0.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,221 | $704.2K | 0.03% | −703−5.4% | Reduced |
| RSM US Wealth Management LLC | 12,227 | $704.3K | 0.02% | +324+2.7% | Added |
| Flputnam Investment Management Co | 12,261 | $706.5K | 0.02% | −1,039−7.8% | Reduced |
| Synovus Financial Corp | 12,270 | $707.1K | 0.01% | +266+2.2% | Added |
| Schulhoff & Co Inc | 12,331 | $710.5K | 0.31% | −132−1.1% | Reduced |
| Western Wealth Management, LLC | 12,427 | $716.0K | 0.06% | −490−3.8% | Reduced |
| WealthTrust Axiom LLC | 12,434 | $716.5K | 0.23% | −1,537−11.0% | Reduced |
| Davenport & Co LLC | 12,481 | $719.1K | 0.00% | +394+3.3% | Added |
| Ellevest, Inc. | 12,481 | $719.2K | 0.04% | +190+1.5% | Added |