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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 39,868 | $2.86M | 0.03% | +879+2.3% | Added |
| Guggenheim Capital LLC | 39,693 | $2.85M | 0.02% | +8,374+26.7% | Added |
| Allianz SE | 39,229 | $2.82M | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 39,214 | $2.82M | 0.22% | +3,200+8.9% | Added |
| Intrinsic Value Partners, LLC | 39,201 | $2.82M | 2.82% | −239−0.6% | Reduced |
| Sciencast Management LP | 39,073 | $2.81M | 0.83% | −1,131−2.8% | Reduced |
| Great Lakes Advisors, LLC | 38,095 | $2.74M | 0.02% | −1,288−3.3% | Reduced |
| Everence Capital Management Inc | 38,024 | $2.73M | 0.17% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 37,906 | $2.72M | 0.00% | −3,824−9.2% | Reduced |
| Cohen Capital Management, Inc. | 37,736 | $2.71M | 0.44% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 37,466 | $2.69M | 0.03% | −1,917−4.9% | Reduced |
| Convergence Investment Partners, LLC | 36,957 | $2.66M | 0.72% | −723−1.9% | Reduced |
| Shell Asset Management Co | 36,791 | $2.64M | 0.12% | +36,791 | New |
| Garrett Investment Advisors LLC | 36,779 | $2.64M | 0.27% | +3,240+9.7% | Added |
| New Mexico Educational Retirement Board | 36,560 | $2.63M | 0.09% | −2,200−5.7% | Reduced |
| Inlet Private Wealth, LLC | 36,550 | $2.63M | 0.67% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 36,425 | $2.62M | 0.08% | +36,425 | New |
| Baxter Bros Inc | 36,217 | $2.60M | 0.34% | −3,838−9.6% | Reduced |
| Bragg Financial Advisors, Inc | 35,899 | $2.58M | 0.11% | −2,673−6.9% | Reduced |
| Moors & Cabot, Inc. | 35,851 | $2.58M | 0.13% | +1,657+4.8% | Added |
| GTS Securities LLC | 35,838 | $2.58M | 0.05% | +7,748+27.6% | Added |
| Northwestern Mutual Wealth Management Co | 35,770 | $2.57M | 0.00% | −1,323−3.6% | Reduced |
| Falcon Wealth Planning | 35,501 | $2.55M | 0.30% | +56+0.2% | Added |
| NEOS Investment Management LLC | 35,447 | $2.55M | 0.08% | +7,308+26.0% | Added |
| Agf Management Ltd | 35,341 | $2.54M | 0.01% | −2,869−7.5% | Reduced |
| Aspen Grove Capital, LLC | 35,068 | $2.52M | 0.56% | 00.0% | Unchanged |
| Delta Capital Management LLC | 35,025 | $2.52M | 1.45% | 00.0% | Unchanged |
| Ossiam | 34,532 | $2.48M | 0.05% | −3,267−8.6% | Reduced |
| Oppenheimer & Co Inc | 34,403 | $2.47M | 0.04% | +8,435+32.5% | Added |
| Louisbourg Investments Inc. | 44,263 | $2.43M | 0.62% | 00.0% | Unchanged |
| Toroso Investments, LLC | 33,764 | $2.43M | 0.03% | +2,240+7.1% | Added |
| Lido Advisors, LLC | 33,700 | $2.42M | 0.02% | +438+1.3% | Added |
| First Manhattan Co | 33,698 | $2.42M | 0.01% | −2,545−7.0% | Reduced |
| Joel Isaacson & Co., LLC | 33,534 | $2.41M | 0.11% | +2,948+9.6% | Added |
| LGT Fund Management Co Ltd. | 33,663 | $2.39M | 0.25% | +2,163+6.9% | Added |
| Family Management Corp | 33,227 | $2.39M | 0.40% | +33,227 | New |
| Silvercrest Asset Management Group LLC | 32,954 | $2.37M | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 32,250 | $2.32M | 0.76% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 32,010 | $2.30M | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 31,746 | $2.28M | 0.02% | +9,556+43.1% | Added |
| JPB Foundation | 31,680 | $2.28M | 0.24% | −48,000−60.2% | Reduced |
| Davis Capital Management | 31,643 | $2.27M | 1.80% | −682−2.1% | Reduced |
| Dean Capital Management | 31,432 | $2.26M | 0.96% | +31,432 | New |
| United Capital Financial Advisers, LLC | 31,171 | $2.24M | 0.02% | +1,367+4.6% | Added |
| AIA Group Ltd | 31,122 | $2.24M | 0.06% | +467+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 30,957 | $2.22M | 0.12% | −391−1.2% | Reduced |
| Norinchukin Bank, The | 30,526 | $2.19M | 0.05% | +4,027+15.2% | Added |
| Veriti Management LLC | 30,502 | $2.19M | 0.12% | +1,337+4.6% | Added |
| McKinley Carter Wealth Services, Inc. | 30,413 | $2.19M | 0.13% | +26,871+758.6% | Added |
| Twin Capital Management Inc | 30,403 | $2.18M | 0.25% | −397−1.3% | Reduced |
| Valley National Advisers Inc | 30,329 | $2.18M | 0.39% | −44,093−59.2% | Reduced |
| Commerce Bank | 29,995 | $2.16M | 0.01% | +352+1.2% | Added |
| Woodstock Corp | 29,747 | $2.14M | 0.21% | 00.0% | Unchanged |
| Ieq Capital, LLC | 29,733 | $2.14M | 0.03% | +1,274+4.5% | Added |
| Edgewood Management LLC | 29,704 | $2.13M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,636 | $2.13M | 0.04% | +16,223+120.9% | Added |
| Intact Investment Management Inc. | 29,500 | $2.12M | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,519 | $2.12M | 0.01% | +250+0.9% | Added |
| Greenleaf Trust | 29,328 | $2.11M | 0.02% | +447+1.5% | Added |
| E. Ohman J:or Asset Management AB | 28,853 | $2.07M | 0.05% | −3,500−10.8% | Reduced |
| Park Avenue Securities LLC | 28,540 | $2.05M | 0.02% | +12,218+74.9% | Added |
| CWA Asset Management Group, LLC | 28,391 | $2.04M | 0.11% | +28,391 | New |
| Gotham Asset Management, LLC | 28,333 | $2.04M | 0.02% | +3,981+16.3% | Added |
| Paradigm Asset Management Co LLC | 28,200 | $2.03M | 0.53% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 27,991 | $2.01M | 0.04% | +21,641+340.8% | Added |
| Wolverine Trading, LLC | 28,035 | $2.01M | 0.05% | +17,657+170.1% | Added |
| Ritholtz Wealth Management | 27,643 | $1.99M | 0.06% | +2,718+10.9% | Added |
| Cary Street Partner Investment Advisory LLC | 27,638 | $1.99M | 0.07% | +69+0.3% | Added |
| Beck Mack & Oliver LLC | 27,584 | $1.98M | 0.04% | −1,661−5.7% | Reduced |
| Neville Rodie & Shaw Inc | 27,429 | $1.97M | 0.15% | −106−0.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 27,314 | $1.96M | 0.48% | +585+2.2% | Added |
| Peapack Gladstone Financial Corp | 27,281 | $1.96M | 0.03% | −413−1.5% | Reduced |
| Advisory Services Network, LLC | 32,597 | $1.95M | 0.04% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 27,016 | $1.94M | 0.25% | −4,912−15.4% | Reduced |
| Logan Capital Management Inc | 26,706 | $1.92M | 0.08% | −572−2.1% | Reduced |
| Borer Denton & Associates, Inc. | 26,620 | $1.91M | 0.65% | +7,610+40.0% | Added |
| Segall Bryant & Hamill, LLC | 26,566 | $1.91M | 0.03% | +26,566 | New |
| Cobblestone Capital Advisors LLC | 26,563 | $1.91M | 0.11% | −210−0.8% | Reduced |
| Abner Herrman & Brock LLC | 26,475 | $1.90M | 0.23% | +26,475 | New |
| Ascent Wealth Partners, LLC | 26,336 | $1.89M | 0.26% | −50−0.2% | Reduced |
| SG Americas Securities, LLC | 26,185 | $1.88M | 0.01% | −51,947−66.5% | Reduced |
| GWM Advisors LLC | 26,148 | $1.88M | 0.01% | −2,448−8.6% | Reduced |
| Councilmark Asset Management, LLC | 26,095 | $1.88M | 1.26% | 00.0% | Unchanged |
| Empirical Finance, LLC | 26,040 | $1.87M | 0.11% | +589+2.3% | Added |
| Capital Fund Management S.A. | 25,985 | $1.87M | 0.02% | +25,985 | New |
| USA Financial Portformulas Corp | 25,490 | $1.83M | 0.28% | −683−2.6% | Reduced |
| Allen Wealth Management, LLC | 25,253 | $1.81M | 1.26% | −42−0.2% | Reduced |
| Prelude Capital Management, LLC | 25,227 | $1.81M | 0.14% | +25,227 | New |
| United Asset Strategies, Inc. | 25,138 | $1.81M | 0.17% | +25,138 | New |
| Principal Securities, Inc. | 25,110 | $1.80M | 0.04% | +2,793+12.5% | Added |
| Pitcairn Co | 25,079 | $1.80M | 0.11% | −260−1.0% | Reduced |
| Cove Street Capital, LLC | 24,954 | $1.79M | 1.40% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,941 | $1.79M | 0.02% | +259+1.0% | Added |
| Fiduciary Family Office, LLC | 24,928 | $1.79M | 0.59% | −2,559−9.3% | Reduced |
| Cinctive Capital Management LP | 24,847 | $1.79M | 0.10% | +24,847 | New |
| Carret Asset Management, LLC | 24,400 | $1.75M | 0.19% | −88−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,369 | $1.75M | 0.07% | −568−2.3% | Reduced |
| Aspire Private Capital, LLC | 24,327 | $1.75M | 0.42% | +1,407+6.1% | Added |
| Tower Research Capital LLC (TRC) | 24,231 | $1.74M | 0.05% | −46,148−65.6% | Reduced |
| Colony Group, LLC | 24,118 | $1.73M | 0.01% | −4,866−16.8% | Reduced |