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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 12,541 | $722.6K | 0.22% | −1,178−8.6% | Reduced |
| Fiduciary Trust Co | 12,561 | $723.8K | 0.01% | −81−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 12,657 | $729.0K | 0.07% | −470−3.6% | Reduced |
| Kolinsky Wealth Management, LLC | 12,748 | $734.5K | 0.56% | −19−0.1% | Reduced |
| IHT Wealth Management, LLC | 12,893 | $742.9K | 0.03% | +1,470+12.9% | Added |
| Adviser Investments LLC | 12,972 | $747.4K | 0.01% | −432−3.2% | Reduced |
| XTX Topco Ltd | 12,995 | $748.8K | 0.10% | +12,995 | New |
| Pettee Investors, Inc. | 13,020 | $750.2K | 0.32% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 13,059 | $752.5K | 0.02% | +7,250+124.8% | Added |
| Peoples Bank | 13,097 | $754.5K | 0.59% | −50−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,122 | $756.1K | 0.12% | +2,571+24.4% | Added |
| Benin Management CORP | 13,193 | $760.2K | 0.24% | −3,003−18.5% | Reduced |
| Meeder Advisory Services, Inc. | 13,295 | $766.1K | 0.08% | +923+7.5% | Added |
| Vaughan David Investments LLC | 13,355 | $770.0K | 0.02% | +31+0.2% | Added |
| Wolverine Trading, LLC | 13,465 | $775.9K | 0.01% | −2,544−15.9% | Reduced |
| Blueshift Asset Management, LLC | 13,469 | $776.1K | 0.40% | +5,750+74.5% | Added |
| Tocqueville Asset Management L.P. | 13,492 | $777.4K | 0.01% | +528+4.1% | Added |
| Sowell Financial Services LLC | 13,497 | $778.0K | 0.04% | −457−3.3% | Reduced |
| Waterfront Wealth Inc. | 13,625 | $779.3K | 0.22% | −30−0.2% | Reduced |
| Raleigh Capital Management Inc. | 13,637 | $785.7K | 0.34% | +412+3.1% | Added |
| DoubleLine ETF Adviser LP | 13,650 | $786.5K | 0.20% | +833+6.5% | Added |
| Simplicity Wealth,LLC | 13,681 | $788.3K | 0.02% | +13,681 | New |
| Signaturefd, LLC | 13,713 | $790.1K | 0.02% | +385+2.9% | Added |
| Jacobi Capital Management LLC | 13,719 | $790.5K | 0.07% | −11−0.1% | Reduced |
| Versor Investments LP | 13,756 | $792.6K | 0.16% | +13,756 | New |
| Boston Family Office LLC | 13,759 | $793.0K | 0.06% | −71−0.5% | Reduced |
| Bleakley Financial Group, LLC | 13,765 | $793.1K | 0.02% | −85−0.6% | Reduced |
| Strategic Investment Advisors | 13,811 | $795.8K | 0.10% | −1,433−9.4% | Reduced |
| LVW Advisors, LLC | 13,862 | $798.7K | 0.14% | +2,851+25.9% | Added |
| Cedrus LLC | 13,929 | $802.6K | 0.44% | +3,092+28.5% | Added |
| Profund Advisors LLC | 13,977 | $805.4K | 0.03% | −1,524−9.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 14,010 | $807.3K | 0.13% | +1,660+13.4% | Added |
| Hunter Associates Investment Management LLC | 14,200 | $817.0K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,200 | $818.2K | 0.00% | −21,600−60.3% | Reduced |
| Unique Wealth Strategies, LLC | 14,255 | $821.4K | 0.40% | +184+1.3% | Added |
| Whittier Trust Co | 14,400 | $829.6K | 0.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 14,400 | $829.7K | 0.27% | +350+2.5% | Added |
| Oppenheimer Asset Management Inc. | 14,417 | $830.7K | 0.01% | −28,954−66.8% | Reduced |
| TownSquare Capital, LLC | 14,435 | $831.7K | 0.01% | +8,844+158.2% | Added |
| FDx Advisors, Inc. | 14,435 | $832.0K | 0.13% | −24,069−62.5% | Reduced |
| Cornerstone Advisors, LLC | 14,700 | $847.0K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 14,827 | $854.4K | 0.01% | −153−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 15,142 | $862.0K | 0.10% | +948+6.7% | Added |
| M&R Capital Management Inc | 15,045 | $865.4K | 0.21% | −284−1.9% | Reduced |
| Graham Capital Management, L.P. | 15,222 | $877.1K | 0.02% | +15,222 | New |
| AE Wealth Management LLC | 15,257 | $879.1K | 0.01% | −43,859−74.2% | Reduced |
| SageView Advisory Group, LLC | 15,324 | $883.0K | 0.05% | −6,223−28.9% | Reduced |
| Hancock Whitney Corp | 15,373 | $885.8K | 0.03% | +576+3.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,403 | $887.5K | 0.03% | +19+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 15,412 | $888.0K | 0.01% | −795−4.9% | Reduced |
| Coastal Investment Advisors, Inc. | 15,455 | $890.5K | 0.18% | +900+6.2% | Added |
| McRae Capital Management Inc | 15,628 | $900.5K | 0.20% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 15,902 | $916.3K | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 16,000 | $921.9K | 0.16% | −500−3.0% | Reduced |
| Monograph Wealth Advisors, LLC | 16,000 | $921.9K | 0.14% | +16,000 | New |
| Alliance Wealth Advisors, LLC | 16,006 | $922.3K | 0.58% | +415+2.7% | Added |
| Guyasuta Investment Advisors Inc | 17,801 | $926.5K | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 16,237 | $935.6K | 0.07% | +16,237 | New |
| Warren Averett Asset Management, LLC | 16,250 | $936.3K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 16,263 | $937.1K | 0.47% | −1,347−7.6% | Reduced |
| Park Avenue Securities LLC | 16,697 | $962.0K | 0.01% | +5,814+53.4% | Added |
| Panagora Asset Management Inc | 16,900 | $973.8K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,053 | $982.6K | 0.01% | −11,721−40.7% | Reduced |
| Ballentine Partners, LLC | 17,065 | $983.3K | 0.02% | +4,267+33.3% | Added |
| GWM Advisors LLC | 17,139 | $987.6K | 0.01% | +95+0.6% | Added |
| Grey Street Capital, LLC | 17,282 | $995.8K | 0.13% | +17,282 | New |
| Donald L. Hagan, LLC | 17,317 | $997.8K | 0.53% | −543−3.0% | Reduced |
| Baldwin Brothers Inc | 17,355 | $1.00M | 0.08% | −90−0.5% | Reduced |
| Ingalls & Snyder LLC | 17,387 | $1.00M | 0.04% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,390 | $1.00M | 0.08% | −80.0% | Reduced |
| Wilkins Investment Counsel Inc | 17,500 | $1.01M | 0.15% | +17,500 | New |
| Lebenthal Global Advisors, LLC | 17,534 | $1.01M | 0.22% | −188−1.1% | Reduced |
| Beacon Financial Group | 17,685 | $1.02M | 0.12% | +171+1.0% | Added |
| Fulton Bank, N.A. | 17,814 | $1.03M | 0.04% | +27+0.2% | Added |
| Entropy Technologies, LP | 17,828 | $1.03M | 0.11% | +17,828 | New |
| Beacon Pointe Advisors, LLC | 17,949 | $1.03M | 0.01% | +7,943+79.4% | Added |
| Parsons Capital Management Inc | 18,074 | $1.04M | 0.07% | −794−4.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,135 | $1.04M | 0.07% | +5,936+48.7% | Added |
| Wedbush Securities Inc | 18,202 | $1.05M | 0.04% | −1,928−9.6% | Reduced |
| CWA Asset Management Group, LLC | 18,393 | $1.06M | 0.06% | +18,393 | New |
| Sunesis Advisors, LLC | 18,436 | $1.06M | 0.62% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 18,665 | $1.08M | 0.02% | −1,906−9.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.08M | 0.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18,797 | $1.08M | 0.08% | −1,455−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 18,802 | $1.08M | 0.02% | −1,450−7.2% | Reduced |
| Gifford Fong Associates | 18,872 | $1.09M | 0.30% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 19,175 | $1.10M | 0.07% | +8,273+75.9% | Added |
| Klingenstein Fields & Co LP | 19,192 | $1.11M | 0.05% | −20−0.1% | Reduced |
| Ofi Invest Asset Management | 20,921 | $1.12M | 0.03% | +3,049+17.1% | Added |
| Argent Trust Co | 19,783 | $1.14M | 0.05% | +605+3.2% | Added |
| Kestra Advisory Services, LLC | 19,829 | $1.14M | 0.01% | +2,589+15.0% | Added |
| Bartlett & Co. Wealth Management LLC | 19,911 | $1.15M | 0.02% | −508−2.5% | Reduced |
| Van Hulzen Asset Management, LLC | 20,017 | $1.15M | 0.08% | +390+2.0% | Added |
| Apollon Wealth Management, LLC | 20,120 | $1.16M | 0.04% | +1,376+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,244 | $1.17M | 0.09% | +20,244 | New |
| Lowe Brockenbrough & Co Inc | 20,467 | $1.18M | 0.08% | −950−4.4% | Reduced |
| Rakuten Investment Management, Inc. | 20,622 | $1.19M | 0.01% | +18,713+980.3% | Added |
| Polianta Ltd | 20,800 | $1.20M | 0.58% | +20,800 | New |
| Principal Securities, Inc. | 20,975 | $1.21M | 0.04% | +3,402+19.4% | Added |
| Tiaa Trust, National Association | 21,169 | $1.22M | 0.00% | −1,058−4.8% | Reduced |