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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 2,006 | $144.2K | 0.04% | +374+22.9% | Added |
| Perkins Coie Trust Co | 2,019 | $145.1K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,052 | $147.5K | 0.02% | +102+5.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,888 | $147.5K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 2,062 | $148.2K | 0.02% | +12+0.6% | Added |
| Larson Financial Group LLC | 2,086 | $149.9K | 0.01% | +151+7.8% | Added |
| Cromwell Holdings LLC | 2,108 | $151.5K | 0.10% | 00.0% | Unchanged |
| Hara Capital LLC | 2,118 | $152.2K | 0.09% | +2,118 | New |
| Resources Management Corp | 2,135 | $153.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,136 | $153.5K | 0.08% | −132−5.8% | Reduced |
| Northwest Bank & Trust Co | 2,139 | $153.7K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,258 | $162.3K | 0.04% | +1,143+102.5% | Added |
| City State Bank | 2,261 | $162.5K | 0.06% | −75−3.2% | Reduced |
| Alta Advisers Ltd | 2,300 | $165.3K | 0.08% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $165.5K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,303 | $165.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,316 | $166.4K | 0.00% | +61+2.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,387 | $171.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,400 | $172.5K | 0.17% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $172.5K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,500 | $179.7K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,349 | $182.2K | 0.02% | +1,133+93.2% | Added |
| Bell Investment Advisors, Inc | 2,541 | $182.6K | 0.03% | −11−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 2,604 | $187.1K | 0.02% | +10+0.4% | Added |
| Webster Bank, N. A. | 2,611 | $187.6K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,615 | $187.9K | 0.02% | +449+20.7% | Added |
| Parkside Financial Bank & Trust | 2,663 | $191.4K | 0.03% | +8+0.3% | Added |
| Massmutual Trust Co FSB | 2,687 | $193.1K | 0.01% | +68+2.6% | Added |
| Bullock Wealth Management Group | 2,748 | $195.4K | 0.12% | +152+5.9% | Added |
| CKW Financial Group | 2,800 | $199.0K | 0.02% | −100−3.4% | Reduced |
| City Holding Co | 2,781 | $199.8K | 0.03% | −63−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,800 | $201.2K | 0.01% | +2,800 | New |
| Seven Mile Advisory | 2,800 | $201.2K | 0.13% | +2,800 | New |
| Maia Wealth LLC | 2,646 | $202.4K | 0.05% | +2,646 | New |
| Verity Asset Management, Inc. | 2,821 | $202.7K | 0.08% | −917−24.5% | Reduced |
| CIC Wealth, LLC | 2,831 | $203.4K | 0.05% | +2,831 | New |
| Linscomb & Williams, Inc. | 2,837 | $203.9K | 0.01% | +2,837 | New |
| Advisory Alpha, LLC | 2,838 | $204.0K | 0.01% | +2,838 | New |
| Quotient Wealth Partners, LLC | 2,858 | $205.4K | 0.01% | +2,858 | New |
| WealthShield Partners, LLC | 2,866 | $206.0K | 0.03% | +2,866 | New |
| Chemung Canal Trust Co | 2,894 | $208.0K | 0.04% | +2,894 | New |
| Hengehold Capital Management LLC | 2,939 | $211.2K | 0.02% | +2,939 | New |
| Matisse Capital | 2,940 | $211.3K | 0.10% | +2,940 | New |
| Dixon Fnancial Services, Inc. | 2,951 | $212.1K | 0.11% | +2,951 | New |
| Astoria Portfolio Advisors LLC. | 2,896 | $214.7K | 0.07% | +2,896 | New |
| Oberweis Asset Management Inc | 3,003 | $215.8K | 0.01% | +3,003 | New |
| Merit Financial Group, LLC | 3,004 | $215.9K | 0.00% | −1,866−38.3% | Reduced |
| PDS Planning, Inc | 3,013 | $216.5K | 0.02% | +3,013 | New |
| Oliver Luxxe Assets LLC | 3,018 | $216.9K | 0.04% | −755−20.0% | Reduced |
| Cyrus J. Lawrence, LLC | 3,021 | $217.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,024 | $217.3K | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,981 | $217.4K | 0.08% | +2,981 | New |
| Optas, LLC | 3,038 | $218.3K | 0.05% | +3,038 | New |
| Great Valley Advisor Group, Inc. | 3,046 | $219.2K | 0.01% | +3,046 | New |
| L2 Asset Management, LLC | 3,053 | $219.4K | 0.06% | +3,053 | New |
| CFS Investment Advisory Services, LLC | 3,071 | $221.0K | 0.02% | +3,071 | New |
| Sage Capital Management, LLC | 3,079 | $221.2K | 0.11% | +3,079 | New |
| Burke & Herbert Bank & Trust Co | 3,092 | $222.2K | 0.05% | +3,092 | New |
| Obsidian Personal Planning Solutions LLC | 2,960 | $223.1K | 0.12% | +2,960 | New |
| O'Keefe Stevens Advisory, Inc. | 3,108 | $223.3K | 0.07% | −609−16.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,112 | $223.6K | 0.01% | −924−22.9% | Reduced |
| Battery Global Advisors, LLC | 3,112 | $223.6K | 0.12% | +3,112 | New |
| Means Investment Co., Inc. | 3,139 | $225.6K | 0.03% | +3,139 | New |
| 9258 Wealth Management, LLC | 3,149 | $226.3K | 0.03% | +3,149 | New |
| Trinity Financial Advisors LLC | 3,211 | $227.6K | 0.10% | +3,211 | New |
| Essex Savings Bank | 3,172 | $227.9K | 0.06% | +3,172 | New |
| Haverford Trust Co | 3,172 | $227.9K | 0.00% | +3,172 | New |
| Steel Peak Wealth Management LLC | 3,182 | $228.7K | 0.01% | +3,182 | New |
| Ironwood Investment Counsel, LLC | 3,187 | $229.1K | 0.04% | +3,187 | New |
| Stablepoint Partners, LLC | 3,191 | $229.3K | 0.04% | −76−2.3% | Reduced |
| Capital Analysts, LLC | 3,198 | $230.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,214 | $231.0K | 0.02% | +224+7.5% | Added |
| Kennebec Savings Bank | 3,215 | $231.0K | 0.23% | +3,215 | New |
| Spire Wealth Management | 3,224 | $231.7K | 0.01% | −296−8.4% | Reduced |
| Bank of Hawaii | 3,250 | $233.5K | 0.01% | +3,250 | New |
| Ausdal Financial Partners, Inc. | 3,288 | $236.3K | 0.02% | +3,288 | New |
| Fairview Capital Investment Management, LLC | 3,307 | $237.6K | 0.01% | +3,307 | New |
| Sandbox Financial Partners, LLC | 3,318 | $238.4K | 0.08% | +3,318 | New |
| Breakwater Capital Group | 3,334 | $239.6K | 0.05% | +3,334 | New |
| Sentry Investment Management LLC | 3,346 | $240.0K | 0.10% | +3,346 | New |
| Bill Few Associates, Inc. | 3,374 | $242.4K | 0.09% | −10−0.3% | Reduced |
| Howard Capital Management Group, LLC | 3,387 | $243.4K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,399 | $244.2K | 0.06% | +3,399 | New |
| Marco Investment Management LLC | 3,400 | $244.3K | 0.02% | +3,400 | New |
| Argent Financial Group, Inc. | 3,406 | $244.8K | 0.03% | +3,406 | New |
| Nwam LLC | 3,414 | $245.4K | 0.01% | +3,414 | New |
| Austin Private Wealth, LLC | 3,417 | $245.5K | 0.02% | −136−3.8% | Reduced |
| First Bank & Trust | 3,429 | $246.4K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,504 | $251.8K | 0.01% | −2,000−36.3% | Reduced |
| Simplicity Wealth,LLC | 3,520 | $252.9K | 0.02% | −6,498−64.9% | Reduced |
| Hudock, Inc. | 3,524 | $253.3K | 0.04% | −863−19.7% | Reduced |
| Exencial Wealth Advisors, LLC | 3,533 | $253.9K | 0.01% | +3,533 | New |
| Regatta Capital Group, LLC | 3,538 | $254.3K | 0.05% | +47+1.3% | Added |
| Boston Trust Walden Corp | 3,574 | $256.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,581 | $257.3K | 0.01% | +116+3.3% | Added |
| Fidelis Capital Partners, LLC | 3,377 | $257.9K | 0.03% | +56+1.7% | Added |
| Penserra Capital Management LLC | 3,611 | $258.0K | 0.01% | +42+1.2% | Added |
| Integrated Advisors Network LLC | 3,598 | $258.5K | 0.01% | −628−14.9% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,601 | $258.8K | 0.20% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 3,626 | $260.6K | 0.05% | 00.0% | Unchanged |