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 |
|---|---|---|---|---|---|
| Sicart Associates LLC | 5,000 | $359.3K | 0.13% | −5,000−50.0% | Reduced |
| Rossmore Private Capital | 5,000 | $359.3K | 0.04% | 00.0% | Unchanged |
| GenTrust, LLC | 5,000 | $359.3K | 0.02% | +5,000 | New |
| CM Wealth Advisors LLC | 5,000 | $359.3K | 0.12% | +5,000 | New |
| Avestar Capital, LLC | 5,012 | $360.2K | 0.04% | −570−10.2% | Reduced |
| Trust Point Inc. | 5,018 | $360.6K | 0.03% | −91−1.8% | Reduced |
| Index Fund Advisors, Inc. | 5,032 | $361.6K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,033 | $361.7K | 0.07% | −325−6.1% | Reduced |
| MBB Public Markets I LLC | 5,040 | $362.2K | 0.03% | −49,810−90.8% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $362.5K | 0.02% | +328+7.0% | Added |
| Commerzbank Aktiengesellschaft | 5,051 | $363.0K | 0.01% | +1,204+31.3% | Added |
| Prime Capital Investment Advisors, LLC | 5,119 | $367.9K | 0.01% | −561−9.9% | Reduced |
| Dark Forest Capital Management LP | 5,139 | $369.3K | 0.05% | +5,139 | New |
| Net Worth Advisory Group | 5,173 | $371.7K | 0.11% | +5,173 | New |
| Sapient Capital LLC | 5,175 | $371.9K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,190 | $373.0K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,202 | $373.8K | 0.06% | +889+20.6% | Added |
| Lake Street Advisors Group, LLC | 5,228 | $375.7K | 0.02% | +530+11.3% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $379.4K | 0.24% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,294 | $380.5K | 0.01% | +542+11.4% | Added |
| First Nebraska Trust Co | 5,300 | $380.9K | 0.04% | −104−1.9% | Reduced |
| Syon Capital LLC | 5,300 | $380.9K | 0.03% | +119+2.3% | Added |
| Van Strum & Towne Inc. | 5,377 | $386.4K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,098 | $388.7K | 0.08% | −235−4.4% | Reduced |
| Firestone Capital Management | 5,413 | $389.0K | 0.10% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,418 | $389.0K | 0.04% | −177−3.2% | Reduced |
| Global Retirement Partners, LLC | 5,423 | $389.7K | 0.01% | +86+1.6% | Added |
| PFG Investments, LLC | 5,424 | $389.7K | 0.03% | +735+15.7% | Added |
| Clear Creek Financial Management, LLC | 5,449 | $391.6K | 0.04% | −336−5.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,470 | $393.0K | 0.12% | −127−2.3% | Reduced |
| Sigma Planning Corp | 5,470 | $393.1K | 0.01% | +143+2.7% | Added |
| Philadelphia Trust Co | 5,500 | $395.0K | 0.03% | +5,500 | New |
| Insigneo Advisory Services, LLC | 5,500 | $395.2K | 0.04% | +5,500 | New |
| Gabelli & Co Investment Advisers, Inc. | 5,500 | $395.2K | 0.07% | −10,500−65.6% | Reduced |
| BFSG, LLC | 5,507 | $395.7K | 0.05% | −501−8.3% | Reduced |
| Ramirez Asset Management, Inc. | 5,522 | $396.8K | 0.08% | +5,522 | New |
| Sage Mountain Advisors LLC | 5,525 | $397.0K | 0.03% | +457+9.0% | Added |
| SRN Advisors, LLC | 5,570 | $400.3K | 0.35% | −15,420−73.5% | Reduced |
| Independent Advisor Alliance | 5,572 | $400.4K | 0.01% | −377−6.3% | Reduced |
| Elyxium Wealth, LLC | 5,603 | $402.6K | 0.22% | +5,603 | New |
| Sepio Capital, LP | 5,611 | $403.2K | 0.03% | +25+0.4% | Added |
| Teza Capital Management LLC | 5,639 | $405.2K | 0.04% | +5,639 | New |
| Cyndeo Wealth Partners, LLC | 5,701 | $409.7K | 0.03% | +282+5.2% | Added |
| Wedmont Private Capital | 5,724 | $414.7K | 0.02% | +493+9.4% | Added |
| Pallas Capital Advisors LLC | 5,426 | $415.1K | 0.02% | +331+6.5% | Added |
| Grimes & Company, Inc. | 5,787 | $415.8K | 0.01% | +23+0.4% | Added |
| Moneta Group Investment Advisors LLC | 5,804 | $417.1K | 0.01% | −620−9.7% | Reduced |
| Prio Wealth Limited Partnership | 5,809 | $417.4K | 0.01% | −7,250−55.5% | Reduced |
| Modern Wealth Management, LLC | 5,832 | $419.2K | 0.03% | +36+0.6% | Added |
| Fairfield, Bush & Co. | 5,844 | $419.9K | 0.25% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,845 | $420.0K | 0.06% | +3+0.1% | Added |
| Perigon Wealth Management, LLC | 5,938 | $426.6K | 0.01% | −101−1.7% | Reduced |
| S&T Bank | 5,950 | $428.0K | 0.11% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,959 | $428.2K | 0.07% | +5,959 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,984 | $429.9K | 0.02% | +4,445+288.8% | Added |
| IFG Advisors, LLC | 5,999 | $431.1K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,008 | $431.7K | 0.01% | −679−10.2% | Reduced |
| Summit Trail Advisors, LLC | 6,039 | $434.0K | 0.01% | +1,004+19.9% | Added |
| Summit Financial Wealth Advisors, LLC | 6,046 | $434.5K | 0.08% | +436+7.8% | Added |
| Vivaldi Capital Management, LLC | 6,082 | $437.1K | 0.13% | +11+0.2% | Added |
| Stanley-Laman Group, Ltd. | 6,198 | $445.4K | 0.06% | +135+2.2% | Added |
| Private Trust Co NA | 6,205 | $445.9K | 0.04% | +307+5.2% | Added |
| Centaurus Financial, Inc. | 6,213 | $446.0K | 0.03% | −367−5.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,243 | $449.0K | 0.01% | +76+1.2% | Added |
| Buckingham Strategic Partners | 6,258 | $449.7K | 0.01% | −462−6.9% | Reduced |
| Brighton Jones LLC | 6,297 | $452.5K | 0.02% | +1,967+45.4% | Added |
| Hayek Kallen Investment Management | 6,429 | $462.0K | 0.16% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,445 | $463.0K | 0.13% | −702−9.8% | Reduced |
| Waldron Private Wealth LLC | 6,450 | $463.5K | 0.02% | +72+1.1% | Added |
| Alhambra Investment Partners LLC | 6,455 | $463.9K | 0.24% | 00.0% | Unchanged |
| Keystone Financial Group | 6,485 | $466.0K | 0.06% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,502 | $467.0K | 0.00% | +124+1.9% | Added |
| Hall Laurie J Trustee | 6,511 | $468.0K | 0.15% | +3,096+90.7% | Added |
| Richard W. Paul & Associates, LLC | 6,518 | $468.4K | 0.17% | −160−2.4% | Reduced |
| Clarius Group, LLC | 6,549 | $469.8K | 0.03% | −182−2.7% | Reduced |
| Daymark Wealth Partners, LLC | 6,599 | $474.2K | 0.02% | −2,181−24.8% | Reduced |
| Studio Investment Management LLC | 6,636 | $476.9K | 0.10% | +134+2.1% | Added |
| Courier Capital LLC | 6,638 | $477.0K | 0.03% | −597−8.3% | Reduced |
| Virtu Financial LLC | 6,657 | $478.0K | 0.03% | −2,086−23.9% | Reduced |
| Aptus Capital Advisors, LLC | 6,665 | $478.9K | 0.01% | +271+4.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,670 | $479.3K | 0.10% | +1,765+36.0% | Added |
| Round Rock Advisors, LLC | 6,690 | $480.7K | 0.11% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,717 | $482.7K | 0.09% | −66−1.0% | Reduced |
| Catalina Capital Group, LLC | 6,795 | $488.3K | 0.17% | +145+2.2% | Added |
| BSW Wealth Partners | 6,820 | $490.1K | 0.07% | −4,025−37.1% | Reduced |
| FineMark National Bank & Trust | 6,829 | $490.7K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,830 | $490.8K | 0.05% | +260+4.0% | Added |
| Tobam | 6,836 | $491.0K | 0.09% | +991+17.0% | Added |
| McIlrath & Eck, LLC | 6,860 | $493.0K | 0.06% | +254+3.8% | Added |
| Shulman DeMeo Asset Management LLC | 6,867 | $493.4K | 0.12% | +49+0.7% | Added |
| Fiduciary Financial Group, LLC | 6,754 | $494.4K | 0.11% | +22+0.3% | Added |
| HighPoint Advisor Group LLC | 6,584 | $495.9K | 0.03% | +314+5.0% | Added |
| Ransom Advisory, Ltd | 6,992 | $502.4K | 0.23% | 00.0% | Unchanged |
| Quarry LP | 7,012 | $503.9K | 0.15% | +5,523+370.9% | Added |
| First Foundation Advisors | 7,024 | $504.7K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 7,024 | $504.8K | 0.02% | +137+2.0% | Added |
| Fortis Group Advisors, LLC | 7,100 | $510.2K | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 7,107 | $510.7K | 0.18% | −46−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 7,122 | $511.8K | 0.04% | −28−0.4% | Reduced |
| Twin City Private Wealth, LLC | 7,165 | $514.8K | 0.45% | −1,361−16.0% | Reduced |