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 |
|---|---|---|---|---|---|
| WSFS Capital Management, LLC | 7,200 | $517.4K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,210 | $518.1K | 0.02% | −955−11.7% | Reduced |
| Oxford Financial Group Ltd | 7,216 | $518.5K | 0.03% | +7,216 | New |
| Tradewinds, LLC. | 7,276 | $522.9K | 0.16% | −56−0.8% | Reduced |
| Argent Capital Management LLC | 7,280 | $523.1K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,299 | $524.6K | 0.00% | +231+3.3% | Added |
| IVC Wealth Advisors LLC | 7,308 | $525.2K | 0.29% | −160−2.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,349 | $528.1K | 0.34% | −217−2.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,370 | $529.6K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,378 | $530.2K | 0.01% | −200−2.6% | Reduced |
| JNBA Financial Advisors | 7,451 | $535.4K | 0.05% | −285−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 7,475 | $537.2K | 0.02% | −395−5.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,546 | $542.2K | 0.07% | −72−0.9% | Reduced |
| Bahl & Gaynor Inc | 7,552 | $542.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,568 | $543.8K | 0.00% | +407+5.7% | Added |
| Congress Asset Management Co | 7,632 | $548.4K | 0.00% | +461+6.4% | Added |
| Cigna Investments Inc | 7,639 | $549.0K | 0.10% | −298−3.8% | Reduced |
| Exchange Bank | 7,658 | $550.3K | 0.45% | −898−10.5% | Reduced |
| Chicago Trust Co NA | 7,695 | $553.0K | 0.10% | −41−0.5% | Reduced |
| Cidel Asset Management Inc | 7,708 | $553.9K | 0.04% | −582−7.0% | Reduced |
| Atlantic Union Bankshares Corp | 7,727 | $555.3K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,773 | $558.6K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 7,800 | $560.5K | 0.12% | +2,500+47.2% | Added |
| Williams Jones Wealth Management, LLC. | 7,808 | $561.1K | 0.01% | −2,770−26.2% | Reduced |
| Founders Financial Securities LLC | 7,824 | $562.2K | 0.05% | −38−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 7,863 | $565.0K | 0.01% | −130−1.6% | Reduced |
| Hendershot Investments Inc. | 7,874 | $565.8K | 0.08% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 7,879 | $566.2K | 0.07% | +2,324+41.8% | Added |
| Builder Investment Group Inc | 7,911 | $568.5K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $570.8K | 0.27% | 00.0% | Unchanged |
| Graypoint LLC | 7,986 | $573.9K | 0.04% | +4+0.1% | Added |
| Kathmere Capital Management, LLC | 8,008 | $575.5K | 0.05% | +876+12.3% | Added |
| RB Capital Management, LLC | 8,024 | $576.6K | 0.14% | +10.0% | Added |
| Wesbanco Bank Inc | 8,101 | $582.1K | 0.02% | −750−8.5% | Reduced |
| Harvest Fund Management Co., Ltd | 8,263 | $594.0K | 0.04% | +8,263 | New |
| United Advisor Group, LLC | 8,275 | $594.6K | 0.13% | +8,275 | New |
| Siemens Fonds Invest GmbH | 8,368 | $601.3K | 0.05% | −78−0.9% | Reduced |
| Lountzis Asset Management, LLC | 8,400 | $603.6K | 0.25% | 00.0% | Unchanged |
| Trust Co of Vermont | 8,409 | $604.3K | 0.03% | −83−1.0% | Reduced |
| CX Institutional | 8,435 | $606.2K | 0.03% | +97+1.2% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $607.2K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 8,456 | $607.6K | 0.00% | −40−0.5% | Reduced |
| Signet Financial Management, LLC | 8,468 | $608.5K | 0.08% | −176−2.0% | Reduced |
| Atomi Financial Group, Inc. | 8,489 | $610.0K | 0.04% | +1,971+30.2% | Added |
| Checchi Capital Advisers, LLC | 8,489 | $610.0K | 0.05% | −31−0.4% | Reduced |
| Gilbert & Cook, Inc. | 8,500 | $610.8K | 0.08% | −34−0.4% | Reduced |
| Trust Asset Management LLC | 8,581 | $616.6K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 8,610 | $618.7K | 0.01% | +625+7.8% | Added |
| Crawford Investment Counsel Inc | 8,613 | $618.9K | 0.01% | +5+0.1% | Added |
| Jeppson Wealth Management, LLC | 8,618 | $619.3K | 0.22% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 8,654 | $621.9K | 0.02% | +297+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 8,690 | $624.5K | 0.00% | −1,000−10.3% | Reduced |
| Tectonic Advisors LLC | 8,698 | $625.0K | 0.04% | +54+0.6% | Added |
| HM Payson & Co | 8,751 | $628.8K | 0.01% | −674−7.2% | Reduced |
| Clearstead Advisors, LLC | 8,826 | $634.3K | 0.01% | +238+2.8% | Added |
| Aster Capital Management (DIFC) Ltd | 8,841 | $635.3K | 0.14% | +8,841 | New |
| Journey Advisory Group, LLC | 10,649 | $637.8K | 0.08% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 8,902 | $639.7K | 0.02% | +372+4.4% | Added |
| Kowal Investment Group, LLC | 8,915 | $640.7K | 0.12% | −95−1.1% | Reduced |
| Vise Technologies, Inc. | 8,925 | $641.4K | 0.08% | +879+10.9% | Added |
| Hilltop Holdings Inc. | 8,958 | $643.7K | 0.04% | +3,282+57.8% | Added |
| Change Path, LLC | 8,971 | $644.7K | 0.02% | +332+3.8% | Added |
| Aquila Investment Management LLC | 9,000 | $646.7K | 0.72% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,026 | $648.0K | 0.04% | +3,146+53.5% | Added |
| Capstone Investment Advisors, LLC | 9,021 | $648.2K | 0.01% | −2,145−19.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,048 | $650.2K | 0.01% | −788−8.0% | Reduced |
| Trust Co of Virginia | 9,167 | $658.7K | 0.06% | −769−7.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,185 | $660.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,189 | $660.4K | 0.03% | +2,743+42.6% | Added |
| Cypress Capital Group | 9,205 | $661.5K | 0.07% | −122−1.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,266 | $666.0K | 0.09% | −1,027−10.0% | Reduced |
| Foundations Investment Advisors, LLC | 9,302 | $668.5K | 0.01% | +909+10.8% | Added |
| Nilsine Partners, LLC | 9,307 | $668.8K | 0.09% | +9,307 | New |
| Basepoint Wealth LLC | 9,405 | $675.8K | 0.50% | −854−8.3% | Reduced |
| Flputnam Investment Management Co | 9,596 | $689.5K | 0.01% | −675−6.6% | Reduced |
| Cornerstone Advisors, LLC | 9,600 | $689.9K | 0.03% | 00.0% | Unchanged |
| Addison Capital Co | 9,631 | $692.1K | 0.28% | −941−8.9% | Reduced |
| WFA of San Diego, LLC | 9,633 | $692.2K | 0.58% | −230−2.3% | Reduced |
| Canandaigua National Bank & Trust Co | 9,643 | $692.9K | 0.07% | −340−3.4% | Reduced |
| Quadcap Wealth Management, LLC | 9,667 | $694.7K | 0.11% | −25−0.3% | Reduced |
| Western Wealth Management, LLC | 9,725 | $698.8K | 0.04% | −1,996−17.0% | Reduced |
| Waterfront Wealth Inc. | 9,168 | $703.7K | 0.17% | −4,494−32.9% | Reduced |
| Oppenheimer Asset Management Inc. | 9,809 | $704.9K | 0.01% | −2,587−20.9% | Reduced |
| SkyView Investment Advisors, LLC | 9,814 | $705.0K | 0.12% | +345+3.6% | Added |
| Camden Capital, LLC | 9,839 | $707.0K | 0.08% | +436+4.6% | Added |
| Epoch Investment Partners, Inc. | 9,935 | $713.9K | 0.00% | −198−2.0% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $718.6K | 0.24% | −25−0.2% | Reduced |
| GeoWealth Management, LLC | 10,013 | $719.5K | 0.03% | −1,850−15.6% | Reduced |
| Retireful, LLC | 10,078 | $724.2K | 0.54% | +10,078 | New |
| Tranquilli Financial Advisor LLC | 10,094 | $725.4K | 0.45% | +50.0% | Added |
| Loudon Investment Management, LLC | 10,112 | $726.6K | 0.40% | −150−1.5% | Reduced |
| Silverlake Wealth Management LLC | 10,157 | $729.9K | 0.28% | −39−0.4% | Reduced |
| Nations Financial Group Inc, | 10,175 | $731.2K | 0.05% | +1,524+17.6% | Added |
| Mesirow Financial Investment Management, Inc. | 10,212 | $733.9K | 0.01% | +192+1.9% | Added |
| Paradigm Financial Partners, LLC | 9,527 | $739.4K | 0.10% | +9,527 | New |
| Benjamin Edwards Inc | 10,306 | $740.8K | 0.01% | +8,797+583.0% | Added |
| Fort Washington Investment Advisors Inc | 10,328 | $742.2K | 0.00% | −300−2.8% | Reduced |
| Quadrant Capital Group LLC | 10,355 | $744.1K | 0.05% | +259+2.6% | Added |
| NBT Bank N A | 10,360 | $744.5K | 0.05% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 10,363 | $744.7K | 0.35% | +607+6.2% | Added |