Skip to main content

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, Q4 2024

Institutional positions in Bank of New York Mellon Corp as of Dec 31, 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
1,442
+178 vs. Q3 2024
Shares held
622.4M
+3.81M (+0.6%) vs. Q3 2024
Total value
$47.8B
+$3.39B (+7.6%) vs. Q3 2024
New holders
236
470 more added
Sold out
58
491 more reduced

29 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,442 institutions
Q1 2021: 1,059 institutionsQ2 2021: 1,082 institutionsQ3 2021: 1,054 institutionsQ4 2021: 1,154 institutionsQ1 2022: 1,143 institutionsQ2 2022: 1,055 institutionsQ3 2022: 1,031 institutionsQ4 2022: 1,123 institutionsQ1 2023: 1,131 institutionsQ2 2023: 1,083 institutionsQ3 2023: 1,087 institutionsQ4 2023: 1,170 institutionsQ1 2024: 1,256 institutionsQ2 2024: 1,252 institutionsQ3 2024: 1,293 institutionsQ4 2024: 1,442 institutionsQ1 2025: 1,505 institutionsQ2 2025: 1,556 institutionsQ3 2025: 1,646 institutionsQ4 2025: 1,760 institutionsQ1 2026: 1,769 institutionsQ2 2026: 1,885 institutions
Value heldQ4 2024: $47.8B
Q1 2021: $34.5BQ2 2021: $37.0BQ3 2021: $36.3BQ4 2021: $39.3BQ1 2022: $33.6BQ2 2022: $28.3BQ3 2022: $26.1BQ4 2022: $30.9BQ1 2023: $29.9BQ2 2023: $28.9BQ3 2023: $27.4BQ4 2023: $33.4BQ1 2024: $36.2BQ2 2024: $37.6BQ3 2024: $44.6BQ4 2024: $47.8BQ1 2025: $51.9BQ2 2025: $54.5BQ3 2025: $63.9BQ4 2025: $68.4BQ1 2026: $67.9BQ2 2026: $83.1B
Institutions holding BNY and their total value by quarter
QuarterHoldersValue
Q2 20261,885$83.1B
Q1 20261,769$67.9B
Q4 20251,760$68.4B
Q3 20251,646$63.9B
Q2 20251,556$54.5B
Q1 20251,505$51.9B
Q4 20241,442$47.8B
Q3 20241,293$44.6B
Q2 20241,252$37.6B
Q1 20241,256$36.2B
Q4 20231,170$33.4B
Q3 20231,087$27.4B
Q2 20231,083$28.9B
Q1 20231,131$29.9B
Q4 20221,123$30.9B
Q3 20221,031$26.1B
Q2 20221,055$28.3B
Q1 20221,143$33.6B
Q4 20211,154$39.3B
Q3 20211,054$36.3B
Q2 20211,082$37.0B
Q1 20211,059$34.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2024.

Institutions holding BNY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC7$00.00%+7New
Banque Transatlantique SA1$760.00%+1New
Y.D. More Investments Ltd905$1910.00%+482+113.9%Added
Aspect Partners, LLC5$3840.00%+5New
Sugar Maple Asset Management, LLC5$3840.00%+5New
True Wealth Design, LLC5$3850.00%+5New
Parallax Volatility Advisers, L.P.6$4610.00%−98,924−100.0%Reduced
Kohmann Bosshard Financial Services, LLC6$4610.00%+6New
Activest Wealth Management7$5380.00%+7New
Rakuten Securities, Inc.9$6910.00%−2−18.2%Reduced
Chesapeake Asset Management LLC10$7680.00%00.0%Unchanged
Parkworth Wealth Management, Inc.10$7680.00%+10New
Decker Retirement Planning Inc.11$8450.00%+11New
NBC Securities, Inc.11$9030.08%−11,798−99.9%Reduced
Key Financial Inc14$1.08K0.00%−100−87.7%Reduced
Contravisory Investment Management, Inc.14$1.08K0.00%+14New
MPWM Advisory Solutions, LLC14$1.08K0.00%+14New
CGC Financial Services, LLC15$1.15K0.00%00.0%Unchanged
WestEnd Advisors, LLC15$1.15K0.00%+1+7.1%Added
Trifecta Capital Advisors, LLC15$1.15K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$1.23K0.00%+16New
Winnow Wealth LLC17$1.26K0.00%+17New
Riverview Trust Co17$1.31K0.00%00.0%Unchanged
JDM Financial Group LLC17$1.31K0.00%00.0%Unchanged
Sherman Asset Management, Inc.18$1.38K0.00%+18New
Newbridge Financial Services Group, Inc.18$1.38K0.00%+18New
NVWM, LLC19$1.46K0.00%00.0%Unchanged
Core Alternative Capital22$1.69K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.23$1.77K0.00%00.0%Unchanged
WealthCollab, LLC25$1.92K0.00%00.0%Unchanged
Park Place Capital Corp34$2.61K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC35$2.69K0.00%+35New
WealthTrak Capital Management LLC35$2.69K0.00%+35New
TFC Financial Management36$2.77K0.00%00.0%Unchanged
Creative Capital Management Investments LLC36$2.77K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.36$2.77K0.00%+36New
Asset Planning,Inc37$2.84K0.00%+37New
Clark Wealth Partners46$3.53K0.00%+46New
Salem Investment Counselors Inc46$3.54K0.00%+5+12.2%Added
NewSquare Capital LLC49$3.77K0.00%+49New
One River Asset Management, LLC52$4.01K0.01%+52New
ESL Trust Services, LLC53$4.07K0.00%00.0%Unchanged
Pineridge Advisors LLC54$4.15K0.00%−9−14.3%Reduced
Glass Jacobson Investment Advisors llc57$4.38K0.00%+57New
Conquis Financial LLC59$4.53K0.00%+59New
SJS Investment Consulting Inc.61$4.66K0.00%−21−25.6%Reduced
Sierra Ocean, LLC70$5.39K0.00%+70New
Bradley & Co. Private Wealth Management, LLC71$5.46K0.00%+71New
Hollencrest Capital Management75$5.76K0.00%00.0%Unchanged
High Note Wealth, LLC76$5.84K0.00%+76New
Highline Wealth Partners LLC80$6.15K0.00%+39+95.1%Added
Bogart Wealth, LLC81$6.22K0.00%00.0%Unchanged
Truvestments Capital LLC88$6.76K0.00%00.0%Unchanged
Piscataqua Savings Bank89$6.84K0.01%00.0%Unchanged
Gold Investment Management Ltd.100$7.68K0.00%00.0%Unchanged
Colonial Trust Advisors100$7.68K0.00%+100New
Kayne Anderson Rudnick Investment Management LLC100$7.73K0.00%+40+66.7%Added
Trust Co102$7.84K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC102$7.84K0.00%00.0%Unchanged
IAG Wealth Partners, LLC103$7.91K0.00%00.0%Unchanged
First PREMIER Bank100$8.00K0.00%−376−79.0%Reduced
Bellevue Asset Management, LLC108$8.30K0.00%+108New
Dunhill Financial, LLC120$9.25K0.00%+51+73.9%Added
Community Bank, N.A.125$9.60K0.00%00.0%Unchanged
Golden State Wealth Management, LLC125$9.66K0.00%+125New
WPG Advisers, LLC128$9.83K0.01%+128New
Mowery & Schoenfeld Wealth Management, LLC132$10.1K0.02%+132New
Abound Wealth Management133$10.2K0.00%+4+3.1%Added
Missouri Trust & Investment Co135$10.4K0.00%+135New
Financial Freedom, LLC140$10.8K0.01%00.0%Unchanged
Westend Capital Management, LLC141$10.8K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.146$11.0K0.00%−5−3.3%Reduced
Whipplewood Advisors, LLC145$11.1K0.01%+145New
Creative Financial Designs Inc150$11.5K0.00%−73−32.7%Reduced
Sugarloaf Wealth Management, LLC156$12.0K0.00%00.0%Unchanged
Avion Wealth160$12.0K0.00%+4+2.6%Added
Westside Investment Management, Inc.161$12.4K0.00%00.0%Unchanged
Global Trust Asset Management, LLC164$12.6K0.00%00.0%Unchanged
Red Tortoise LLC167$12.8K0.01%00.0%Unchanged
Raffa Wealth Management, LLC168$12.9K0.00%00.0%Unchanged
Wingate Wealth Advisors, Inc.169$13.0K0.01%+169New
Tortoise Investment Management, LLC175$13.4K0.00%00.0%Unchanged
Luken Investment Analytics, LLC184$14.1K0.01%00.0%Unchanged
Princeton Global Asset Management LLC186$14.3K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.187$14.4K0.00%00.0%Unchanged
Sachetta, LLC187$14.4K0.01%+15+8.7%Added
Zions Bancorporation, N.A.192$14.8K0.00%00.0%Unchanged
Fairway Wealth LLC195$15.0K0.01%+195New
Mendota Financial Group, LLC200$15.4K0.01%−439−68.7%Reduced
Boyd Watterson Asset Management LLC200$15.4K0.00%00.0%Unchanged
Capital A Wealth Management, LLC202$15.5K0.03%+202New
Valued Wealth Advisors LLC206$15.8K0.01%−39−15.9%Reduced
Atwood & Palmer Inc210$16.1K0.00%+110+110.0%Added
Hilltop National Bank216$16.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC196$16.8K0.00%−9−4.4%Reduced
Transcendent Capital Group LLC222$17.0K0.01%+2+0.9%Added
Silicon Valley Capital Partners230$17.6K0.00%+2+0.9%Added
Retirement Wealth Solutions LLC243$18.3K0.02%+243New
Creekmur Asset Management LLC250$19.2K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC256$19.7K0.00%−8,765−97.2%Reduced