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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 16,197 | $1.16M | 0.50% | +58+0.4% | Added |
| Affinity Investment Advisors, LLC | 16,239 | $1.17M | 0.80% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,271 | $1.17M | 0.09% | −9,156−36.0% | Reduced |
| Van Hulzen Asset Management, LLC | 16,324 | $1.17M | 0.08% | −1,693−9.4% | Reduced |
| M&R Capital Management Inc | 16,352 | $1.18M | 0.26% | +1,291+8.6% | Added |
| Legacy Bridge, LLC | 16,393 | $1.18M | 0.63% | +14,418+730.0% | Added |
| Bartlett & Co. Wealth Management LLC | 16,581 | $1.19M | 0.02% | −1,530−8.4% | Reduced |
| Bayesian Capital Management, LP | 16,600 | $1.19M | 0.14% | +16,600 | New |
| Patriot Financial Group Insurance Agency, LLC | 16,684 | $1.20M | 0.16% | +1,596+10.6% | Added |
| SageView Advisory Group, LLC | 16,727 | $1.20M | 0.06% | +1,631+10.8% | Added |
| Mount Lucas Management LP | 16,741 | $1.20M | 0.41% | −24,939−59.8% | Reduced |
| Warren Averett Asset Management, LLC | 16,788 | $1.21M | 0.02% | +496+3.0% | Added |
| Ostrum Asset Management | 16,796 | $1.21M | 0.10% | +405+2.5% | Added |
| Regions Financial Corp | 16,840 | $1.21M | 0.01% | −11,132−39.8% | Reduced |
| Park National Corp | 16,854 | $1.21M | 0.04% | −898−5.1% | Reduced |
| MAI Capital Management | 16,890 | $1.21M | 0.01% | −12,601−42.7% | Reduced |
| GYL Financial Synergies, LLC | 16,897 | $1.21M | 0.09% | −582−3.3% | Reduced |
| AE Wealth Management LLC | 16,918 | $1.22M | 0.01% | +126+0.8% | Added |
| Welch Group, LLC | 16,936 | $1.22M | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,940 | $1.22M | 0.00% | −7,500−30.7% | Reduced |
| Parsons Capital Management Inc | 16,997 | $1.22M | 0.08% | −907−5.1% | Reduced |
| Lebenthal Global Advisors, LLC | 17,057 | $1.23M | 0.25% | −45−0.3% | Reduced |
| Los Angeles Capital Management LLC | 17,102 | $1.23M | 0.00% | −18,837−52.4% | Reduced |
| Beacon Financial Group | 17,259 | $1.24M | 0.13% | −22−0.1% | Reduced |
| Ingalls & Snyder LLC | 17,266 | $1.24M | 0.05% | −121−0.7% | Reduced |
| IMC-Chicago, LLC | 17,323 | $1.24M | 0.04% | +17,323 | New |
| Twin Tree Management, LP | 17,332 | $1.25M | 0.03% | +17,332 | New |
| Stratos Wealth Partners, LTD. | 17,492 | $1.26M | 0.02% | −3,040−14.8% | Reduced |
| Baldwin Brothers Inc | 17,532 | $1.26M | 0.09% | +177+1.0% | Added |
| Meeder Advisory Services, Inc. | 17,686 | $1.27M | 0.08% | −20.0% | Reduced |
| United Services Automobile Association | 17,726 | $1.27M | 0.03% | −5,942−25.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 17,857 | $1.28M | 0.03% | −4,000−18.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,967 | $1.29M | 0.26% | −727−3.9% | Reduced |
| Natixis | 17,986 | $1.29M | 0.01% | −191,619−91.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,275 | $1.31M | 0.14% | +13,982+325.7% | Added |
| Sunesis Advisors, LLC | 18,436 | $1.32M | 0.80% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 18,700 | $1.34M | 0.19% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.35M | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 18,868 | $1.36M | 0.04% | +840+4.7% | Added |
| Gifford Fong Associates | 18,872 | $1.36M | 0.34% | 00.0% | Unchanged |
| Groupama Asset Managment | 23,525 | $1.36M | 0.04% | +613+2.7% | Added |
| Klingenstein Fields & Co LP | 18,931 | $1.36M | 0.05% | −261−1.4% | Reduced |
| Donald L. Hagan, LLC | 19,096 | $1.37M | 0.70% | +1,421+8.0% | Added |
| AXS Investments LLC | 19,141 | $1.38M | 0.37% | −1,124−5.5% | Reduced |
| ISAM Funds (UK) Ltd | 19,197 | $1.38M | 0.78% | −14,033−42.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 19,257 | $1.38M | 0.09% | −690−3.5% | Reduced |
| Northwest & Ethical Investments L.P. | 19,330 | $1.39M | 0.04% | −4,059−17.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 19,372 | $1.39M | 0.09% | +6,465+50.1% | Added |
| Columbia Asset Management | 19,397 | $1.39M | 0.25% | −645−3.2% | Reduced |
| Horizon Investments, LLC | 19,594 | $1.40M | 0.04% | −1,000−4.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 19,600 | $1.41M | 0.01% | −1,900−8.8% | Reduced |
| Rothschild Investment LLC | 19,778 | $1.42M | 0.09% | −640−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,210 | $1.45M | 0.26% | −1,000−4.7% | Reduced |
| Anchor Investment Management, LLC | 20,215 | $1.45M | 0.14% | −1,225−5.7% | Reduced |
| Verdence Capital Advisors LLC | 20,285 | $1.46M | 0.12% | +6,248+44.5% | Added |
| Tiaa Trust, National Association | 20,358 | $1.46M | 0.00% | −485−2.3% | Reduced |
| Mission Wealth Management, LP | 20,638 | $1.48M | 0.04% | −482−2.3% | Reduced |
| Ballentine Partners, LLC | 20,960 | $1.51M | 0.03% | +2,015+10.6% | Added |
| Tokio Marine Asset Management Co Ltd | 20,961 | $1.51M | 0.07% | +1,990+10.5% | Added |
| Gries Financial LLC | 21,032 | $1.51M | 0.28% | −4,600−17.9% | Reduced |
| Morningstar Investment Management LLC | 19,859 | $1.52M | 0.15% | −14,004−41.4% | Reduced |
| BlueMar Capital Management, LLC | 21,191 | $1.52M | 3.05% | −11,000−34.2% | Reduced |
| Gateway Investment Advisers LLC | 21,191 | $1.52M | 0.02% | −40.0% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $1.53M | 1.10% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 34,751 | $1.55M | 0.74% | +4,591+15.2% | Added |
| WCG Wealth Advisors LLC | 21,545 | $1.55M | 0.10% | +223+1.0% | Added |
| Robinson Value Management, Ltd. | 21,780 | $1.57M | 1.02% | −190−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,849 | $1.57M | 0.11% | −2,271−9.4% | Reduced |
| Wynn Capital, LLC | 21,927 | $1.58M | 1.03% | −20.0% | Reduced |
| TownSquare Capital, LLC | 22,001 | $1.58M | 0.02% | +4,342+24.6% | Added |
| Geller Advisors LLC | 22,001 | $1.58M | 0.11% | −994−4.3% | Reduced |
| Qtron Investments LLC | 22,012 | $1.58M | 0.22% | −1,465−6.2% | Reduced |
| Evergreen Capital Management LLC | 22,082 | $1.59M | 0.05% | −93−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 22,191 | $1.59M | 0.20% | −225−1.0% | Reduced |
| Bailard, Inc. | 22,272 | $1.60M | 0.04% | +1,265+6.0% | Added |
| Fulton Bank, N.A. | 22,386 | $1.61M | 0.06% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 22,436 | $1.61M | 0.39% | −3,042−11.9% | Reduced |
| Forum Financial Management, LP | 22,565 | $1.62M | 0.03% | −45−0.2% | Reduced |
| Kanawha Capital Management LLC | 22,581 | $1.62M | 0.12% | +40.0% | Added |
| Premier Path Wealth Partners, LLC | 22,725 | $1.63M | 0.26% | −19,661−46.4% | Reduced |
| Argent Trust Co | 22,789 | $1.64M | 0.07% | +934+4.3% | Added |
| Searle & Co. | 22,837 | $1.64M | 0.41% | +15,848+226.8% | Added |
| First National Trust Co | 22,895 | $1.65M | 0.06% | −17−0.1% | Reduced |
| Global Financial Private Client, LLC | 22,923 | $1.65M | 0.64% | +14,572+174.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,389 | $1.68M | 0.04% | −409−1.7% | Reduced |
| Axiom Advisory, LLC | 25,600 | $1.68M | 0.02% | +400+1.6% | Added |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.70M | 0.03% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 23,665 | $1.70M | 1.67% | +23,665 | New |
| Blair William & Co | 23,675 | $1.70M | 0.00% | −16−0.1% | Reduced |
| SNS Financial Group, LLC | 23,699 | $1.70M | 0.17% | −1,120−4.5% | Reduced |
| Live Oak Investment Partners | – | $1.72M | 1.34% | – | – |
| Colony Group, LLC | 24,118 | $1.73M | 0.01% | −4,866−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 24,231 | $1.74M | 0.05% | −46,148−65.6% | Reduced |
| Aspire Private Capital, LLC | 24,327 | $1.75M | 0.42% | +1,407+6.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,369 | $1.75M | 0.07% | −568−2.3% | Reduced |
| Carret Asset Management, LLC | 24,400 | $1.75M | 0.19% | −88−0.4% | Reduced |
| Cinctive Capital Management LP | 24,847 | $1.79M | 0.10% | +24,847 | New |
| Fiduciary Family Office, LLC | 24,928 | $1.79M | 0.59% | −2,559−9.3% | Reduced |
| Resources Investment Advisors, LLC. | 24,941 | $1.79M | 0.02% | +259+1.0% | Added |
| Cove Street Capital, LLC | 24,954 | $1.79M | 1.40% | 00.0% | Unchanged |