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
- 1,292
- +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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 10,500 | $754.5K | 0.16% | −250−2.3% | Reduced |
| Snowden Capital Advisors LLC | 10,533 | $756.9K | 0.02% | −1,366−11.5% | Reduced |
| Vaughan David Investments LLC | 10,637 | $764.0K | 0.02% | −550−4.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,655 | $765.7K | 0.06% | +10,655 | New |
| National Asset Management, Inc. | 10,706 | $766.0K | 0.02% | −748−6.5% | Reduced |
| Bleakley Financial Group, LLC | 10,664 | $766.3K | 0.02% | +646+6.4% | Added |
| Davenport & Co LLC | 10,688 | $768.1K | 0.00% | +109+1.0% | Added |
| Cedrus LLC | 10,693 | $768.4K | 0.28% | −3,327−23.7% | Reduced |
| iA Global Asset Management Inc. | 10,787 | $775.0K | 0.01% | +10,787 | New |
| Summit Financial, LLC | 10,786 | $775.1K | 0.03% | −171−1.6% | Reduced |
| SGL Investment Advisors, Inc. | 10,023 | $777.5K | 0.40% | +10,023 | New |
| Intrepid Capital Management Inc | 10,826 | $778.0K | 0.43% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 10,838 | $778.8K | 0.19% | +396+3.8% | Added |
| We Are One Seven, LLC | 10,841 | $779.1K | 0.03% | +208+2.0% | Added |
| FSB Premier Wealth Management, Inc. | 10,848 | $779.5K | 0.32% | +2,180+25.1% | Added |
| Axxcess Wealth Management, LLC | 10,852 | $779.9K | 0.02% | −30.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,250 | $788.0K | 0.00% | −646−6.5% | Reduced |
| Aviance Capital Partners, LLC | 11,053 | $794.3K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Services | 11,161 | $802.0K | 0.31% | +507+4.8% | Added |
| Wealth Quarterback LLC | 11,241 | $807.8K | 0.42% | −343−3.0% | Reduced |
| Proequities, Inc. | 11,286 | $811.0K | 0.05% | +5,934+110.9% | Added |
| Goodwin Investment Advisory | 11,344 | $815.2K | 0.35% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,374 | $817.3K | 0.22% | −38−0.3% | Reduced |
| Fruth Investment Management | 11,500 | $826.0K | 0.21% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,535 | $828.9K | 0.08% | −552−4.6% | Reduced |
| Jones Financial Companies LLLP | 11,608 | $832.8K | 0.00% | +2,819+32.1% | Added |
| Aspen Investment Management Inc | 11,590 | $833.0K | 0.39% | +30+0.3% | Added |
| CSS LLC | 11,600 | $833.6K | 0.05% | +2,000+20.8% | Added |
| Almanack Investment Partners, LLC. | 11,737 | $843.4K | 0.13% | +84+0.7% | Added |
| NBC Securities, Inc. | 11,809 | $848.0K | 0.07% | −107−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $851.1K | 0.10% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 11,847 | $851.3K | 0.21% | −1,143−8.8% | Reduced |
| Outlook Wealth Advisors, LLC | 11,852 | $851.7K | 0.24% | −283−2.3% | Reduced |
| Allegheny Financial Group LTD | 11,932 | $857.4K | 0.21% | +496+4.3% | Added |
| Commonwealth Retirement Investments LLC | 12,030 | $864.5K | 0.36% | −700−5.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,064 | $866.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,087 | $868.6K | 0.02% | +75+0.6% | Added |
| Beacon Investment Advisory Services, Inc. | 12,221 | $878.2K | 0.04% | 00.0% | Unchanged |
| ING Groep NV | 12,244 | $879.9K | 0.01% | −56,905−82.3% | Reduced |
| Semmax Financial Advisors Inc. | 11,332 | $883.3K | 0.24% | −44−0.4% | Reduced |
| Adviser Investments LLC | 12,318 | $885.1K | 0.01% | −646−5.0% | Reduced |
| Schulhoff & Co Inc | 12,338 | $886.6K | 0.37% | +40.0% | Added |
| Sherbrooke Park Advisers LLC | 12,364 | $888.5K | 0.20% | +2,425+24.4% | Added |
| Applied Finance Capital Management, LLC | 12,503 | $898.5K | 0.04% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 12,543 | $901.4K | 0.07% | +12,543 | New |
| Valmark Advisers, Inc. | 12,637 | $908.1K | 0.01% | +359+2.9% | Added |
| Mma Asset Management LLC | 18,763 | $908.6K | 0.24% | +15,054+405.9% | Added |
| Ascent Group, LLC | 12,666 | $910.2K | 0.07% | +5,680+81.3% | Added |
| Ontario Teachers Pension Plan Board | 12,671 | $910.5K | 0.01% | +1,969+18.4% | Added |
| Jacobi Capital Management LLC | 12,706 | $913.1K | 0.07% | +26+0.2% | Added |
| GAMMA Investing LLC | 12,717 | $913.8K | 0.09% | +3,540+38.6% | Added |
| Kolinsky Wealth Management, LLC | 12,905 | $927.4K | 0.60% | +120+0.9% | Added |
| Frank, Rimerman Advisors LLC | 12,908 | $927.6K | 0.07% | +142+1.1% | Added |
| Fiduciary Trust Co | 12,967 | $931.8K | 0.01% | +343+2.7% | Added |
| Pettee Investors, Inc. | 13,020 | $935.6K | 0.46% | 00.0% | Unchanged |
| Peoples Bank | 13,097 | $941.1K | 0.63% | 00.0% | Unchanged |
| Strategic Investment Advisors | 13,126 | $943.2K | 0.10% | −391−2.9% | Reduced |
| Synovus Financial Corp | 13,241 | $951.5K | 0.01% | +700+5.6% | Added |
| Scotia Capital Inc. | 13,363 | $960.3K | 0.01% | +13,363 | New |
| Kingsview Wealth Management, LLC | 13,380 | $961.5K | 0.02% | +7,537+129.0% | Added |
| Whitener Capital Management, Inc. | 13,430 | $965.1K | 0.27% | −660−4.7% | Reduced |
| OmniStar Financial Group, Inc. | 13,412 | $965.8K | 0.72% | +13,412 | New |
| SpiderRock Advisors, LLC | 13,480 | $968.7K | 0.02% | +3,598+36.4% | Added |
| Ellevest, Inc. | 13,591 | $976.6K | 0.05% | +585+4.5% | Added |
| Unique Wealth Strategies, LLC | 13,593 | $976.8K | 0.42% | −662−4.6% | Reduced |
| Boston Family Office LLC | 13,609 | $978.0K | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 13,616 | $978.4K | 0.02% | −1,471−9.8% | Reduced |
| HB Wealth Management, LLC | 13,643 | $980.4K | 0.01% | +795+6.2% | Added |
| Coldstream Capital Management Inc | 13,486 | $982.5K | 0.02% | +1,691+14.3% | Added |
| WealthTrust Axiom LLC | 13,726 | $986.4K | 0.29% | +1,291+10.4% | Added |
| Empowered Funds, LLC | 13,760 | $988.8K | 0.02% | +1,162+9.2% | Added |
| Hunter Associates Investment Management LLC | 13,800 | $993.0K | 0.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 13,867 | $996.5K | 0.01% | −287,049−95.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,009 | $1.01M | 0.01% | −599−4.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 14,032 | $1.01M | 0.19% | −21,247−60.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,048 | $1.01M | 0.10% | +14,048 | New |
| IHT Wealth Management, LLC | 14,200 | $1.02M | 0.03% | +917+6.9% | Added |
| Summit Global Investments | 14,193 | $1.02M | 0.07% | −3,373−19.2% | Reduced |
| Tocqueville Asset Management L.P. | 14,308 | $1.03M | 0.02% | +782+5.8% | Added |
| Taika Capital, LP | 14,327 | $1.03M | 0.78% | +14,327 | New |
| Raleigh Capital Management Inc. | 14,348 | $1.03M | 0.40% | −65−0.5% | Reduced |
| Signaturefd, LLC | 14,386 | $1.03M | 0.02% | +157+1.1% | Added |
| Whittier Trust Co | 14,432 | $1.04M | 0.01% | +32+0.2% | Added |
| Wealthspire Advisors, LLC | 14,596 | $1.05M | 0.01% | +4,880+50.2% | Added |
| William B. Walkup & Associates, Inc. | 14,716 | $1.06M | 0.65% | +55+0.4% | Added |
| LVW Advisors, LLC | 14,818 | $1.06M | 0.14% | +760+5.4% | Added |
| Alliance Wealth Advisors, LLC | 14,990 | $1.08M | 0.62% | −560−3.6% | Reduced |
| Profund Advisors LLC | 15,013 | $1.08M | 0.04% | +2,117+16.4% | Added |
| Wedbush Securities Inc | 15,169 | $1.09M | 0.04% | −4,815−24.1% | Reduced |
| Essex Financial Services, Inc. | 14,387 | $1.09M | 0.08% | −2,316−13.9% | Reduced |
| Confluence Wealth Services, Inc. | 15,273 | $1.10M | 0.08% | +2,478+19.4% | Added |
| Point72 Hong Kong Ltd | 15,400 | $1.11M | 0.08% | +14,331+1,340.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 15,472 | $1.11M | 0.04% | +99+0.6% | Added |
| Guyasuta Investment Advisors Inc | 15,474 | $1.11M | 0.07% | −2,327−13.1% | Reduced |
| McRae Capital Management Inc | 15,628 | $1.12M | 0.22% | 00.0% | Unchanged |
| Vestcor Inc | 15,759 | $1.13M | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,871 | $1.14M | 0.12% | +3,395+27.2% | Added |
| Voya Financial Advisors, Inc. | 15,916 | $1.14M | 0.12% | +42+0.3% | Added |
| Principle Wealth Partners LLC | 15,902 | $1.14M | 0.08% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 15,910 | $1.14M | 0.18% | +1,400+9.6% | Added |