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 |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 21,210 | $1.22M | 0.23% | −3,192−13.1% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $1.22M | 1.00% | −127−0.6% | Reduced |
| Bailard, Inc. | 21,358 | $1.23M | 0.03% | −198−0.9% | Reduced |
| Agf Management Ltd | 28,785 | $1.23M | 0.01% | +28,785 | New |
| Blair William & Co | 21,393 | $1.23M | 0.00% | +338+1.6% | Added |
| Ontario Teachers Pension Plan Board | 21,404 | $1.23M | 0.01% | +13,779+180.7% | Added |
| Anchor Investment Management, LLC | 21,429 | $1.23M | 0.13% | −42−0.2% | Reduced |
| Horizon Investments, LLC | 21,597 | $1.24M | 0.03% | +7,189+49.9% | Added |
| Evergreen Capital Management LLC | 21,459 | $1.24M | 0.05% | +242+1.1% | Added |
| Aspire Private Capital, LLC | 21,470 | $1.24M | 0.33% | +3,323+18.3% | Added |
| Capitolis Liquid Global Markets LLC | 21,500 | $1.24M | 0.02% | +21,500 | New |
| Gateway Investment Advisers LLC | 21,688 | $1.25M | 0.01% | +1,518+7.5% | Added |
| Tokio Marine Asset Management Co Ltd | 21,834 | $1.26M | 0.06% | +4,482+25.8% | Added |
| AXS Investments LLC | 22,010 | $1.27M | 0.30% | −3,842−14.9% | Reduced |
| Robinson Value Management, Ltd. | 22,074 | $1.27M | 0.85% | −6,091−21.6% | Reduced |
| Mission Wealth Management, LP | 22,184 | $1.28M | 0.03% | −1,349−5.7% | Reduced |
| Johnson Investment Counsel Inc | 22,190 | $1.28M | 0.01% | −2,041−8.4% | Reduced |
| Karpas Strategies, LLC | 22,248 | $1.28M | 0.40% | −967−4.2% | Reduced |
| Wynn Capital, LLC | 22,279 | $1.28M | 0.99% | −985−4.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,285 | $1.28M | 0.00% | −61,933−73.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,321 | $1.29M | 0.11% | +22,321 | New |
| Capstone Investment Advisors, LLC | 22,424 | $1.29M | 0.02% | +22,424 | New |
| Cubist Systematic Strategies, LLC | 22,594 | $1.30M | 0.01% | +22,594 | New |
| Ostrum Asset Management | 22,635 | $1.30M | 0.10% | +103+0.5% | Added |
| Forum Financial Management, LP | 22,654 | $1.31M | 0.02% | +75+0.3% | Added |
| Geller Advisors LLC | 22,861 | $1.32M | 0.11% | +191+0.8% | Added |
| First National Trust Co | 22,912 | $1.32M | 0.05% | +373+1.7% | Added |
| Centiva Capital, LP | 22,980 | $1.32M | 0.07% | +22,980 | New |
| SRN Advisors, LLC | 23,000 | $1.33M | 1.03% | +1,749+8.2% | Added |
| First Citizens Bank & Trust Co | 23,041 | $1.33M | 0.03% | +15,249+195.7% | Added |
| Columbia Asset Management | 25,645 | $1.33M | 0.27% | 00.0% | Unchanged |
| Pitcairn Co | 23,313 | $1.34M | 0.09% | −1,274−5.2% | Reduced |
| Northwest & Ethical Investments L.P. | 23,389 | $1.35M | 0.04% | +23,389 | New |
| Qtron Investments LLC | 23,477 | $1.35M | 0.19% | +4,198+21.8% | Added |
| Kanawha Capital Management LLC | 23,576 | $1.36M | 0.11% | −495−2.1% | Reduced |
| Gotham Asset Management, LLC | 23,579 | $1.36M | 0.02% | +2,727+13.1% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.36M | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 23,851 | $1.37M | 0.20% | +23,851 | New |
| Meiji Yasuda Asset Management Co Ltd. | 24,040 | $1.39M | 0.06% | +1,860+8.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,096 | $1.39M | 0.04% | −247−1.0% | Reduced |
| USA Financial Portformulas Corp | 24,099 | $1.39M | 0.23% | +24,099 | New |
| Fox Run Management, L.L.C. | 24,229 | $1.40M | 0.30% | +12,632+108.9% | Added |
| TD Waterhouse Canada Inc. | 19,495 | $1.40M | 0.01% | +19,495 | New |
| Carret Asset Management, LLC | 24,400 | $1.41M | 0.17% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 24,566 | $1.42M | 0.19% | −150−0.6% | Reduced |
| Toroso Investments, LLC | 24,671 | $1.42M | 0.02% | +4,210+20.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 24,698 | $1.42M | 0.04% | −4,753−16.1% | Reduced |
| Ritholtz Wealth Management | 25,048 | $1.44M | 0.05% | +1,111+4.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,059 | $1.44M | 0.10% | −2,340−8.5% | Reduced |
| WCG Wealth Advisors LLC | 25,053 | $1.44M | 0.12% | −7,390−22.8% | Reduced |
| World Equity Group, Inc. | 25,225 | $1.45M | 0.30% | −124−0.5% | Reduced |
| United Services Automobile Association | 25,447 | $1.47M | 0.04% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 25,478 | $1.47M | 0.38% | +25,478 | New |
| Ieq Capital, LLC | 25,594 | $1.47M | 0.02% | +1,928+8.1% | Added |
| Allen Wealth Management, LLC | 25,655 | $1.48M | 1.30% | +116+0.5% | Added |
| Veriti Management LLC | 25,915 | $1.49M | 0.11% | +2,405+10.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 25,991 | $1.50M | 0.39% | +25,991 | New |
| Summit Global Investments | 26,031 | $1.50M | 0.11% | +26,031 | New |
| Councilmark Asset Management, LLC | 26,095 | $1.50M | 1.08% | +26,095 | New |
| SNS Financial Group, LLC | 26,266 | $1.51M | 0.17% | −598−2.2% | Reduced |
| CAPROCK Group, Inc. | 26,442 | $1.52M | 0.09% | +1,172+4.6% | Added |
| MAI Capital Management | 26,509 | $1.53M | 0.02% | +9,941+60.0% | Added |
| Ascent Wealth Partners, LLC | 26,544 | $1.53M | 0.23% | +383+1.5% | Added |
| Logan Capital Management Inc | 26,594 | $1.53M | 0.07% | +20.0% | Added |
| UniSuper Management Pty Ltd | 26,597 | $1.53M | 0.01% | +19,443+271.8% | Added |
| Shell Asset Management Co | 25,641 | $1.54M | 0.07% | +2,934+12.9% | Added |
| Norinchukin Bank, The | 26,735 | $1.54M | 0.05% | −703−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 26,773 | $1.54M | 0.10% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 34,751 | $1.55M | 0.74% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 26,872 | $1.55M | 0.61% | +11,815+78.5% | Added |
| Empirical Finance, LLC | 27,067 | $1.56M | 0.10% | +933+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 27,263 | $1.57M | 0.07% | +55+0.2% | Added |
| Cove Street Capital, LLC | 27,400 | $1.58M | 0.50% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27,567 | $1.59M | 0.00% | −885−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 27,694 | $1.60M | 0.02% | −500−1.8% | Reduced |
| Neville Rodie & Shaw Inc | 27,735 | $1.60M | 0.12% | 00.0% | Unchanged |
| AIA Group Ltd | 27,854 | $1.60M | 0.05% | +27,854 | New |
| Garrett Investment Advisors LLC | 27,989 | $1.61M | 0.20% | +4,910+21.3% | Added |
| Regions Financial Corp | 28,029 | $1.62M | 0.01% | +5,256+23.1% | Added |
| Commonwealth Retirement Investments LLC | 28,151 | $1.62M | 0.77% | +394+1.4% | Added |
| Advisory Services Network, LLC | 28,220 | $1.63M | 0.04% | +17,155+155.0% | Added |
| Greenleaf Trust | 28,349 | $1.63M | 0.02% | +187+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 28,482 | $1.64M | 0.41% | +2,745+10.7% | Added |
| Edgewood Management LLC | 29,704 | $1.71M | 0.00% | 00.0% | Unchanged |
| Woodstock Corp | 29,762 | $1.71M | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 29,809 | $1.72M | 0.48% | −615−2.0% | Reduced |
| Beck Mack & Oliver LLC | 29,815 | $1.72M | 0.03% | −565−1.9% | Reduced |
| Oppenheimer & Co Inc | 29,996 | $1.73M | 0.03% | +2,903+10.7% | Added |
| ClearAlpha Technologies LP | 30,007 | $1.73M | 0.74% | −7,490−20.0% | Reduced |
| Brevan Howard Capital Management LP | 30,192 | $1.74M | 0.16% | +23,218+332.9% | Added |
| APG Asset Management N.V. | 32,632 | $1.74M | 0.00% | +6,000+22.5% | Added |
| Tower Research Capital LLC (TRC) | 30,406 | $1.75M | 0.04% | −79,930−72.4% | Reduced |
| Metropolitan Life Insurance Co | 30,626 | $1.76M | 0.08% | −678−2.2% | Reduced |
| Bessemer Group Inc | 30,755 | $1.77M | 0.00% | +17,312+128.8% | Added |
| Twin Capital Management Inc | 30,807 | $1.78M | 0.22% | −2,320−7.0% | Reduced |
| Joel Isaacson & Co., LLC | 30,886 | $1.78M | 0.10% | −1,000−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 31,339 | $1.81M | 0.02% | −146−0.5% | Reduced |
| Dean Capital Management | 31,432 | $1.81M | 1.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 31,510 | $1.82M | 0.01% | +6,296+25.0% | Added |
| Colony Group, LLC | 31,715 | $1.83M | 0.01% | +31,715 | New |