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, Q3 2024
Institutional positions in Bank of New York Mellon Corp as of Sep 30, 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
- 1,293
- +57 vs. Q2 2024
- Shares held
- 620.4M
- +57.7M (+10.3%) vs. Q2 2024
- Total value
- $44.6B
- +$10.9B (+32.3%) vs. Q2 2024
- New holders
- 140
- 430 more added
- Sold out
- 83
- 481 more reduced
16 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 329 | $23.6K | 0.01% | +3+0.9% | Added |
| New England Capital Financial Advisors LLC | 329 | $23.6K | 0.01% | +2+0.6% | Added |
| HBC Financial Services, PLLC | 338 | $25.0K | 0.02% | +3+0.9% | Added |
| Washington Trust Co | 350 | $25.2K | 0.00% | −10−2.8% | Reduced |
| GW&K Investment Management, LLC | 358 | $26.0K | 0.00% | +10+2.9% | Added |
| Capital Advisors, Ltd. LLC | 378 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $27.4K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 400 | $28.7K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 405 | $29.0K | 0.03% | +346+586.4% | Added |
| Harbor Investment Advisory, LLC | 409 | $29.4K | 0.00% | −10−2.4% | Reduced |
| Bank of New Hampshire | 443 | $31.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 450 | $32.3K | 0.01% | +4+0.9% | Added |
| First PREMIER Bank | 476 | $34.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $35.9K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 500 | $35.9K | 0.01% | +500 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $38.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 533 | $38.3K | 0.00% | −137−20.4% | Reduced |
| Atlantic Trust, LLC | 541 | $38.9K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 543 | $39.0K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 547 | $39.3K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 550 | $39.5K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 551 | $39.6K | 0.01% | +551 | New |
| Hartford Financial Management Inc. | 559 | $40.2K | 0.01% | −18−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 572 | $41.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $43.1K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 761 | $43.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 611 | $43.9K | 0.02% | +346+130.6% | Added |
| Adirondack Trust Co | 622 | $44.7K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 635 | $45.6K | 0.01% | +635 | New |
| Mendota Financial Group, LLC | 639 | $45.9K | 0.02% | −179−21.9% | Reduced |
| Grove Bank & Trust | 644 | $46.3K | 0.01% | +144+28.8% | Added |
| HHM Wealth Advisors, LLC | 670 | $48.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 688 | $49.4K | 0.00% | +144+26.5% | Added |
| Sittner & Nelson, LLC | 700 | $50.3K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 707 | $50.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 749 | $53.8K | 0.01% | +308+69.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 750 | $53.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $53.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 749 | $54.0K | 0.00% | +2+0.3% | Added |
| Concord Wealth Partners | 754 | $54.1K | 0.01% | +453+150.5% | Added |
| Meitav Dash Investments Ltd | 17,633 | $54.4K | 0.00% | +17,633 | New |
| Silvant Capital Management LLC | 774 | $55.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 788 | $56.6K | 0.01% | −31−3.8% | Reduced |
| BNP Paribas | 850 | $61.1K | 0.00% | −640−43.0% | Reduced |
| Pflug Koory, LLC | 886 | $63.7K | 0.03% | +886 | New |
| Eastern Bank | 926 | $66.5K | 0.00% | +926 | New |
| AllSquare Wealth Management LLC | 958 | $68.8K | 0.04% | −98−9.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $71.9K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $71.9K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $71.9K | 0.03% | +300+42.9% | Added |
| Picton Mahoney Asset Management | 1,000 | $72.0K | 0.00% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,003 | $72.1K | 0.01% | +306+43.9% | Added |
| Addison Advisors LLC | 1,011 | $72.7K | 0.02% | +132+15.0% | Added |
| EverSource Wealth Advisors, LLC | 1,036 | $74.4K | 0.00% | +11+1.1% | Added |
| Legend Financial Advisors, Inc. | 1,036 | $74.4K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,041 | $74.8K | 0.03% | +364+53.8% | Added |
| Clean Yield Group | 1,052 | $75.6K | 0.02% | +219+26.3% | Added |
| Catalyst Capital Advisors LLC | 1,092 | $78.5K | 0.00% | +1,092 | New |
| Gen-Wealth Partners Inc | 1,039 | $78.9K | 0.03% | −5−0.5% | Reduced |
| Gables Capital Management Inc. | 1,100 | $79.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,117 | $80.3K | 0.00% | +192+20.8% | Added |
| Venturi Wealth Management, LLC | 1,147 | $82.4K | 0.00% | +203+21.5% | Added |
| Chilton Capital Management LLC | 1,159 | $83.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $84.2K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,200 | $86.2K | 0.01% | −100−7.7% | Reduced |
| Pacific Center for Financial Services | 1,221 | $87.7K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $87.9K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,158 | $89.8K | 0.01% | −61−5.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,278 | $91.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,286 | $92.2K | 0.01% | −300−18.9% | Reduced |
| Oakworth Capital, Inc. | 1,292 | $92.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,297 | $93.0K | 0.06% | +887+216.3% | Added |
| CoreFirst Bank & Trust | 1,320 | $94.9K | 0.05% | +1,320 | New |
| Ancora Advisors, LLC | 1,350 | $97.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,376 | $98.9K | 0.02% | +46+3.5% | Added |
| Loomis Sayles & Co L P | 1,394 | $100.0K | 0.00% | +115+9.0% | Added |
| Ronald Blue Trust, Inc. | 1,673 | $100.2K | 0.00% | +817+95.4% | Added |
| Peoples Financial Services Corp. | 1,397 | $100.4K | 0.05% | −28−2.0% | Reduced |
| CoreCap Advisors, LLC | 1,409 | $101.3K | 0.00% | +1,409 | New |
| Hemington Wealth Management | 1,409 | $106.0K | 0.03% | +1,409 | New |
| Bay Harbor Wealth Management, LLC | 1,530 | $109.9K | 0.04% | −59−3.7% | Reduced |
| Signature Resources Capital Management, LLC | 1,600 | $115.0K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $115.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,653 | $118.8K | 0.03% | −1,358−45.1% | Reduced |
| Rowland & Co Investment Counsel | 1,678 | $120.6K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $122.2K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,718 | $123.5K | 0.09% | −55−3.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,744 | $125.3K | 0.02% | +100+6.1% | Added |
| Evermay Wealth Management LLC | 1,797 | $129.1K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,847 | $132.7K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,869 | $134.3K | 0.00% | +734+64.7% | Added |
| Investors Research Corp | 1,894 | $136.1K | 0.03% | −735−28.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,908 | $137.1K | 0.07% | −967−33.6% | Reduced |
| Cetera Trust Company, N.A | 1,930 | $138.7K | 0.08% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,966 | $141.3K | 0.03% | +202+11.5% | Added |
| Bleichroeder LP | 2,000 | $143.7K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $143.7K | 0.06% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $143.7K | 0.09% | 00.0% | Unchanged |