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 |
|---|---|---|---|---|---|
| Kingfisher Capital LLC | 3,649 | $262.2K | 0.06% | +15+0.4% | Added |
| IFP Advisors, Inc | 3,649 | $262.2K | 0.01% | −6,441−63.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,652 | $262.4K | 0.11% | −400−9.9% | Reduced |
| Baader Bank INC | 3,661 | $263.1K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,696 | $265.6K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,700 | $265.9K | 0.21% | +3,700 | New |
| Welch Capital Partners LLC | 3,701 | $266.0K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,646 | $266.9K | 0.01% | +119+3.4% | Added |
| J.W. Cole Advisors, Inc. | 3,777 | $271.4K | 0.01% | +13+0.3% | Added |
| My Legacy Advisors, LLC | 3,785 | $272.0K | 0.11% | +3,785 | New |
| Sound View Wealth Advisors Group, LLC | 3,786 | $272.1K | 0.02% | +327+9.5% | Added |
| Meridian Investment Counsel Inc. | 3,800 | $273.1K | 0.08% | −1,167−23.5% | Reduced |
| Ci Investments Inc. | 3,808 | $274.0K | 0.00% | −92−2.4% | Reduced |
| Northwest Bancshares, Inc. | 3,825 | $274.9K | 0.05% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,539 | $275.9K | 0.17% | −26−0.7% | Reduced |
| Quent Capital, LLC | 3,858 | $277.1K | 0.03% | −1,180−23.4% | Reduced |
| GM Advisory Group, Inc. | 3,867 | $277.9K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 3,874 | $278.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,875 | $278.5K | 0.09% | +5+0.1% | Added |
| RKL Wealth Management LLC | 3,887 | $279.3K | 0.03% | −3−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 3,908 | $280.8K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,913 | $281.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,920 | $281.7K | 0.12% | 00.0% | Unchanged |
| LM Advisors LLC | 3,927 | $282.0K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,964 | $284.8K | 0.01% | −183−4.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $285.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,976 | $285.7K | 0.03% | −245−5.8% | Reduced |
| 1858 Wealth Management, LLC | 3,983 | $286.2K | 0.24% | −883−18.1% | Reduced |
| Rbo & Co LLC | 4,000 | $287.4K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,000 | $287.4K | 0.02% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,013 | $288.0K | 0.06% | −300−7.0% | Reduced |
| Spinnaker Trust | 4,020 | $288.9K | 0.02% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 4,020 | $288.9K | 0.20% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,022 | $289.0K | 0.23% | +10.0% | Added |
| Bruce G. Allen Investments, LLC | 4,022 | $289.0K | 0.22% | −165−3.9% | Reduced |
| Radnor Capital Management, LLC | 4,045 | $291.0K | 0.04% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 4,063 | $292.0K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,076 | $292.9K | 0.00% | +4,076 | New |
| Smartleaf Asset Management LLC | 4,111 | $294.8K | 0.04% | +1,176+40.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,111 | $295.4K | 0.03% | −213−4.9% | Reduced |
| BLB&B Advisors, LLC | 4,115 | $295.7K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,162 | $299.1K | 0.04% | +4,162 | New |
| DiNuzzo Private Wealth, Inc. | 4,165 | $299.3K | 0.04% | +3,071+280.7% | Added |
| Hofer & Associates. Inc | 4,190 | $301.1K | 0.21% | −30−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,193 | $301.3K | 0.02% | +15+0.4% | Added |
| Sageworth Trust Co | 4,200 | $301.8K | 0.02% | +4,200 | New |
| Virtue Capital Management, LLC | 4,208 | $302.4K | 0.06% | −4,157−49.7% | Reduced |
| Level Four Advisory Services, LLC | 4,020 | $303.0K | 0.01% | +173+4.5% | Added |
| Fiduciary Group LLC | 4,267 | $306.6K | 0.03% | +105+2.5% | Added |
| Silver Oak Securities, Inc | 4,370 | $313.3K | 0.03% | +4,370 | New |
| O'Brien Greene & Co. Inc | 4,391 | $315.5K | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $316.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 4,405 | $316.5K | 0.00% | −106−2.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $316.5K | 0.11% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 4,412 | $317.0K | 0.19% | −15−0.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,452 | $319.9K | 0.01% | −147−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 4,465 | $320.9K | 0.01% | +29+0.7% | Added |
| Mezzasalma Advisors, LLC | 4,480 | $321.9K | 0.13% | +181+4.2% | Added |
| Resonant Capital Advisors, LLC | 4,484 | $322.2K | 0.02% | +256+6.1% | Added |
| Advisors Capital Management, LLC | 4,521 | $325.0K | 0.01% | +1,029+29.5% | Added |
| Wilson & Boucher Capital Management, LLC | 4,565 | $328.0K | 0.23% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,582 | $329.3K | 0.03% | −511−10.0% | Reduced |
| Berkshire Asset Management LLC | 5,511 | $330.1K | 0.02% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 4,605 | $330.9K | 0.24% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,614 | $331.6K | 0.01% | +405+9.6% | Added |
| Ledyard National Bank | 4,629 | $332.6K | 0.03% | +798+20.8% | Added |
| Univest Financial Corp | 4,631 | $332.8K | 0.02% | +4,631 | New |
| Personal Cfo Solutions, LLC | 4,647 | $333.9K | 0.05% | −4,883−51.2% | Reduced |
| Csenge Advisory Group | 4,517 | $334.9K | 0.02% | +4,517 | New |
| Genesee Capital Advisors, LLC | 4,662 | $335.0K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,666 | $335.3K | 0.10% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 4,425 | $336.0K | 0.16% | −10−0.2% | Reduced |
| Fisher Asset Management, LLC | 4,682 | $336.5K | 0.00% | −395−7.8% | Reduced |
| Howard Capital Management Inc. | 4,684 | $336.6K | 0.01% | +4,684 | New |
| Dumont & Blake Investment Advisors LLC | 4,693 | $337.2K | 0.09% | −5,373−53.4% | Reduced |
| Next Level Private LLC | 4,693 | $337.3K | 0.14% | +92+2.0% | Added |
| Hudson Valley Investment Advisors Inc | 4,697 | $337.5K | 0.04% | −1,855−28.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,715 | $338.8K | 0.08% | −88−1.8% | Reduced |
| Arkadios Wealth Advisors | 4,717 | $338.9K | 0.02% | +4,717 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,731 | $340.0K | 0.01% | +4,731 | New |
| Janney Capital Management LLC | 4,732 | $340.0K | 0.02% | +57+1.2% | Added |
| Wellington Shields & Co., LLC | 4,740 | $340.6K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,764 | $342.3K | 0.02% | +178+3.9% | Added |
| Wharton Business Group, LLC | 4,780 | $343.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,779 | $343.4K | 0.21% | −115−2.3% | Reduced |
| Ellsworth Advisors, LLC | 4,783 | $343.7K | 0.09% | +1,320+38.1% | Added |
| Gitterman Wealth Management, LLC | 4,799 | $345.0K | 0.14% | +4,799 | New |
| Farther Finance Advisors, LLC | 4,846 | $348.2K | 0.01% | +872+21.9% | Added |
| Ironwood Investment Management LLC | 4,847 | $348.3K | 0.17% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,861 | $349.4K | 0.07% | +35+0.7% | Added |
| Lincoln Capital Corp | 4,900 | $352.1K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,904 | $352.4K | 0.04% | −1,111−18.5% | Reduced |
| Eqis Capital Management, Inc. | 4,909 | $352.7K | 0.03% | −437−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,916 | $353.3K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,921 | $353.6K | 0.02% | +238+5.1% | Added |
| Charter Trust Co | 4,934 | $354.6K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,937 | $354.7K | 0.00% | +1,038+26.6% | Added |
| Mutual Advisors, LLC | 4,657 | $356.2K | 0.01% | +186+4.2% | Added |
| Fundamentun, LLC | 4,967 | $357.0K | 0.02% | +104+2.1% | Added |
| Northstar Group, Inc. | 4,974 | $357.4K | 0.06% | +17+0.3% | Added |