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 |
|---|---|---|---|---|---|
| Pitcairn Co | 25,079 | $1.80M | 0.11% | −260−1.0% | Reduced |
| Principal Securities, Inc. | 25,110 | $1.80M | 0.04% | +2,793+12.5% | Added |
| United Asset Strategies, Inc. | 25,138 | $1.81M | 0.17% | +25,138 | New |
| Prelude Capital Management, LLC | 25,227 | $1.81M | 0.14% | +25,227 | New |
| Allen Wealth Management, LLC | 25,253 | $1.81M | 1.26% | −42−0.2% | Reduced |
| USA Financial Portformulas Corp | 25,490 | $1.83M | 0.28% | −683−2.6% | Reduced |
| Capital Fund Management S.A. | 25,985 | $1.87M | 0.02% | +25,985 | New |
| Empirical Finance, LLC | 26,040 | $1.87M | 0.11% | +589+2.3% | Added |
| Councilmark Asset Management, LLC | 26,095 | $1.88M | 1.26% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,148 | $1.88M | 0.01% | −2,448−8.6% | Reduced |
| SG Americas Securities, LLC | 26,185 | $1.88M | 0.01% | −51,947−66.5% | Reduced |
| Ascent Wealth Partners, LLC | 26,336 | $1.89M | 0.26% | −50−0.2% | Reduced |
| Abner Herrman & Brock LLC | 26,475 | $1.90M | 0.23% | +26,475 | New |
| Cobblestone Capital Advisors LLC | 26,563 | $1.91M | 0.11% | −210−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 26,566 | $1.91M | 0.03% | +26,566 | New |
| Borer Denton & Associates, Inc. | 26,620 | $1.91M | 0.65% | +7,610+40.0% | Added |
| Logan Capital Management Inc | 26,706 | $1.92M | 0.08% | −572−2.1% | Reduced |
| Rodgers Brothers Inc. | 27,016 | $1.94M | 0.25% | −4,912−15.4% | Reduced |
| Advisory Services Network, LLC | 32,597 | $1.95M | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 27,281 | $1.96M | 0.03% | −413−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 27,314 | $1.96M | 0.48% | +585+2.2% | Added |
| Neville Rodie & Shaw Inc | 27,429 | $1.97M | 0.15% | −106−0.4% | Reduced |
| Beck Mack & Oliver LLC | 27,584 | $1.98M | 0.04% | −1,661−5.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,638 | $1.99M | 0.07% | +69+0.3% | Added |
| Ritholtz Wealth Management | 27,643 | $1.99M | 0.06% | +2,718+10.9% | Added |
| Wolverine Trading, LLC | 28,035 | $2.01M | 0.05% | +17,657+170.1% | Added |
| Bryn Mawr Trust Co | 27,991 | $2.01M | 0.04% | +21,641+340.8% | Added |
| Paradigm Asset Management Co LLC | 28,200 | $2.03M | 0.53% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 28,333 | $2.04M | 0.02% | +3,981+16.3% | Added |
| CWA Asset Management Group, LLC | 28,391 | $2.04M | 0.11% | +28,391 | New |
| Park Avenue Securities LLC | 28,540 | $2.05M | 0.02% | +12,218+74.9% | Added |
| E. Ohman J:or Asset Management AB | 28,853 | $2.07M | 0.05% | −3,500−10.8% | Reduced |
| Greenleaf Trust | 29,328 | $2.11M | 0.02% | +447+1.5% | Added |
| Rockefeller Capital Management L.P. | 29,519 | $2.12M | 0.01% | +250+0.9% | Added |
| Intact Investment Management Inc. | 29,500 | $2.12M | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,636 | $2.13M | 0.04% | +16,223+120.9% | Added |
| Edgewood Management LLC | 29,704 | $2.13M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 29,733 | $2.14M | 0.03% | +1,274+4.5% | Added |
| Woodstock Corp | 29,747 | $2.14M | 0.21% | 00.0% | Unchanged |
| Commerce Bank | 29,995 | $2.16M | 0.01% | +352+1.2% | Added |
| Valley National Advisers Inc | 30,329 | $2.18M | 0.39% | −44,093−59.2% | Reduced |
| Twin Capital Management Inc | 30,403 | $2.18M | 0.25% | −397−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 30,413 | $2.19M | 0.13% | +26,871+758.6% | Added |
| Veriti Management LLC | 30,502 | $2.19M | 0.12% | +1,337+4.6% | Added |
| Norinchukin Bank, The | 30,526 | $2.19M | 0.05% | +4,027+15.2% | Added |
| Ashton Thomas Private Wealth, LLC | 30,957 | $2.22M | 0.12% | −391−1.2% | Reduced |
| AIA Group Ltd | 31,122 | $2.24M | 0.06% | +467+1.5% | Added |
| United Capital Financial Advisers, LLC | 31,171 | $2.24M | 0.02% | +1,367+4.6% | Added |
| Dean Capital Management | 31,432 | $2.26M | 0.96% | +31,432 | New |
| Davis Capital Management | 31,643 | $2.27M | 1.80% | −682−2.1% | Reduced |
| JPB Foundation | 31,680 | $2.28M | 0.24% | −48,000−60.2% | Reduced |
| Johnson Investment Counsel Inc | 31,746 | $2.28M | 0.02% | +9,556+43.1% | Added |
| Douglass Winthrop Advisors, LLC | 32,010 | $2.30M | 0.04% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 32,250 | $2.32M | 0.76% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 32,954 | $2.37M | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 33,227 | $2.39M | 0.40% | +33,227 | New |
| LGT Fund Management Co Ltd. | 33,663 | $2.39M | 0.25% | +2,163+6.9% | Added |
| Joel Isaacson & Co., LLC | 33,534 | $2.41M | 0.11% | +2,948+9.6% | Added |
| First Manhattan Co | 33,698 | $2.42M | 0.01% | −2,545−7.0% | Reduced |
| Lido Advisors, LLC | 33,700 | $2.42M | 0.02% | +438+1.3% | Added |
| Toroso Investments, LLC | 33,764 | $2.43M | 0.03% | +2,240+7.1% | Added |
| Louisbourg Investments Inc. | 44,263 | $2.43M | 0.62% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 34,403 | $2.47M | 0.04% | +8,435+32.5% | Added |
| Ossiam | 34,532 | $2.48M | 0.05% | −3,267−8.6% | Reduced |
| Delta Capital Management LLC | 35,025 | $2.52M | 1.45% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 35,068 | $2.52M | 0.56% | 00.0% | Unchanged |
| Agf Management Ltd | 35,341 | $2.54M | 0.01% | −2,869−7.5% | Reduced |
| NEOS Investment Management LLC | 35,447 | $2.55M | 0.08% | +7,308+26.0% | Added |
| Falcon Wealth Planning | 35,501 | $2.55M | 0.30% | +56+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 35,770 | $2.57M | 0.00% | −1,323−3.6% | Reduced |
| GTS Securities LLC | 35,838 | $2.58M | 0.05% | +7,748+27.6% | Added |
| Moors & Cabot, Inc. | 35,851 | $2.58M | 0.13% | +1,657+4.8% | Added |
| Bragg Financial Advisors, Inc | 35,899 | $2.58M | 0.11% | −2,673−6.9% | Reduced |
| Baxter Bros Inc | 36,217 | $2.60M | 0.34% | −3,838−9.6% | Reduced |
| Pensionmark Financial Group, LLC | 36,425 | $2.62M | 0.08% | +36,425 | New |
| Inlet Private Wealth, LLC | 36,550 | $2.63M | 0.67% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 36,560 | $2.63M | 0.09% | −2,200−5.7% | Reduced |
| Garrett Investment Advisors LLC | 36,779 | $2.64M | 0.27% | +3,240+9.7% | Added |
| Shell Asset Management Co | 36,791 | $2.64M | 0.12% | +36,791 | New |
| Convergence Investment Partners, LLC | 36,957 | $2.66M | 0.72% | −723−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 37,466 | $2.69M | 0.03% | −1,917−4.9% | Reduced |
| Cohen Capital Management, Inc. | 37,736 | $2.71M | 0.44% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 37,906 | $2.72M | 0.00% | −3,824−9.2% | Reduced |
| Everence Capital Management Inc | 38,024 | $2.73M | 0.17% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 38,095 | $2.74M | 0.02% | −1,288−3.3% | Reduced |
| Sciencast Management LP | 39,073 | $2.81M | 0.83% | −1,131−2.8% | Reduced |
| Intrinsic Value Partners, LLC | 39,201 | $2.82M | 2.82% | −239−0.6% | Reduced |
| Prosperity Consulting Group, LLC | 39,214 | $2.82M | 0.22% | +3,200+8.9% | Added |
| Allianz SE | 39,229 | $2.82M | 0.08% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 39,693 | $2.85M | 0.02% | +8,374+26.7% | Added |
| Brinker Capital Investments, LLC | 39,868 | $2.86M | 0.03% | +879+2.3% | Added |
| Orion Portfolio Solutions, LLC | 39,868 | $2.86M | 0.03% | +879+2.3% | Added |
| King Luther Capital Management Corp | 40,286 | $2.89M | 0.01% | +459+1.2% | Added |
| Securian Asset Management, Inc | 40,814 | $2.93M | 0.08% | −2,185−5.1% | Reduced |
| CAPROCK Group, Inc. | 41,231 | $2.96M | 0.11% | +41,231 | New |
| D L Carlson Investment Group Inc | 41,240 | $2.96M | 0.54% | −54−0.1% | Reduced |
| Louisiana State Employees Retirement System | 41,500 | $2.98M | 0.05% | −800−1.9% | Reduced |
| Impax Asset Management Group plc | 41,558 | $2.99M | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 41,717 | $3.00M | 0.14% | +212+0.5% | Added |
| Rakuten Investment Management, Inc. | 41,815 | $3.00M | 0.02% | +9,883+31.0% | Added |