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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 261 | $20.1K | 0.00% | +261 | New |
| Altshuler Shaham Ltd | 269 | $20.7K | 0.00% | +269 | New |
| WR Wealth Planners, LLC | 273 | $21.0K | 0.01% | +41+17.7% | Added |
| Beacon Capital Management, LLC | 276 | $21.2K | 0.00% | +4+1.5% | Added |
| Spectrum Wealth Counsel, LLC | 277 | $21.3K | 0.00% | −25−8.3% | Reduced |
| Private Wealth Management Group, LLC | 279 | $21.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $21.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 287 | $22.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 292 | $22.4K | 0.01% | +292 | New |
| Hazlett, Burt & Watson, Inc. | 298 | $23.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 300 | $23.0K | 0.00% | +300 | New |
| MCF Advisors LLC | 301 | $23.2K | 0.00% | +205+213.5% | Added |
| Salomon & Ludwin, LLC | 307 | $23.6K | 0.00% | −8−2.5% | Reduced |
| Kempen Capital Management N.V. | 311 | $23.9K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 322 | $24.7K | 0.03% | +322 | New |
| Nova Wealth Management, Inc. | 330 | $25.4K | 0.02% | +330 | New |
| Rise Advisors, LLC | 331 | $25.4K | 0.01% | +2+0.6% | Added |
| New England Capital Financial Advisors LLC | 331 | $25.4K | 0.01% | +2+0.6% | Added |
| HBC Financial Services, PLLC | 340 | $26.0K | 0.02% | +2+0.6% | Added |
| Bellwether Advisors, LLC | 360 | $27.7K | 0.00% | +360 | New |
| GW&K Investment Management, LLC | 359 | $28.0K | 0.00% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 378 | $29.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $29.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 393 | $30.2K | 0.02% | +393 | New |
| REAP Financial Group, LLC | 395 | $30.3K | 0.01% | +218+123.2% | Added |
| Brown Brothers Harriman & Co | 397 | $30.5K | 0.00% | +97+32.3% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $30.7K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $30.7K | 0.01% | +400 | New |
| Washington Trust Co | 404 | $31.0K | 0.00% | +54+15.4% | Added |
| Transce3nd, LLC | 424 | $32.6K | 0.01% | +424 | New |
| Bank of New Hampshire | 443 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 445 | $34.2K | 0.02% | −27,193−98.4% | Reduced |
| South Plains Financial, Inc. | 447 | $34.3K | 0.03% | +447 | New |
| Graney & King, LLC | 452 | $34.7K | 0.03% | +452 | New |
| SOA Wealth Advisors, LLC. | 452 | $34.8K | 0.01% | +2+0.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $38.4K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 500 | $38.4K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $38.4K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $38.4K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 500 | $38.4K | 0.03% | +500 | New |
| Hartford Financial Management Inc. | 504 | $38.7K | 0.01% | −55−9.8% | Reduced |
| Centricity Wealth Management, LLC | 514 | $39.5K | 0.04% | +514 | New |
| Atlantic Edge Private Wealth Management, LLC | 533 | $41.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 541 | $41.6K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 543 | $41.7K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 551 | $42.0K | 0.00% | +551 | New |
| First Command Advisory Services, Inc. | 547 | $42.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 549 | $42.2K | 0.21% | +549 | New |
| Kathleen S. Wright Associates Inc. | 550 | $42.3K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 591 | $45.4K | 0.05% | +591 | New |
| TCTC Holdings, LLC | 597 | $45.9K | 0.00% | +430+257.5% | Added |
| Optimum Investment Advisors | 600 | $46.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 609 | $46.8K | 0.02% | −13−2.1% | Reduced |
| Modus Advisors, LLC | 634 | $48.7K | 0.02% | +634 | New |
| Caldwell Trust Co | 649 | $49.9K | 0.01% | −100−13.4% | Reduced |
| Sandy Spring Bank | 659 | $50.6K | 0.00% | −29−4.2% | Reduced |
| HHM Wealth Advisors, LLC | 696 | $53.5K | 0.01% | +26+3.9% | Added |
| Sittner & Nelson, LLC | 700 | $53.8K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 700 | $53.8K | 0.01% | −61−8.0% | Reduced |
| West Paces Advisors Inc. | 707 | $54.3K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 735 | $56.5K | 0.03% | +735 | New |
| CoreCap Advisors, LLC | 742 | $57.0K | 0.00% | −667−47.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $57.6K | 0.02% | −250−25.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 750 | $57.6K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $57.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 753 | $57.9K | 0.01% | −1−0.1% | Reduced |
| Bollard Group LLC | 752 | $58.0K | 0.00% | +3+0.4% | Added |
| Asset Dedication, LLC | 756 | $58.1K | 0.00% | +585+342.1% | Added |
| Silvant Capital Management LLC | 774 | $59.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 779 | $59.9K | 0.01% | +135+21.0% | Added |
| Pflug Koory, LLC | 801 | $61.5K | 0.03% | −85−9.6% | Reduced |
| Millstone Evans Group, LLC | 840 | $64.5K | 0.04% | +840 | New |
| Gen-Wealth Partners Inc | 862 | $66.2K | 0.03% | −177−17.0% | Reduced |
| Fortitude Family Office, LLC | 891 | $68.5K | 0.02% | +280+45.8% | Added |
| BOK Financial Private Wealth, Inc. | 896 | $68.8K | 0.00% | −382−29.9% | Reduced |
| Evelyn Partners Investment Management LLP | 915 | $70.3K | 0.00% | +915 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 926 | $71.1K | 0.02% | −727−44.0% | Reduced |
| AllSquare Wealth Management LLC | 958 | $73.6K | 0.04% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 979 | $75.2K | 0.07% | +979 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $76.8K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $76.8K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,011 | $77.7K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,036 | $79.6K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,035 | $79.8K | 0.06% | +1,035 | New |
| First Financial Corp | 1,047 | $80.4K | 0.04% | +1,047 | New |
| Clean Yield Group | 1,052 | $80.8K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,082 | $83.1K | 0.07% | +1,082 | New |
| Catalyst Capital Advisors LLC | 1,088 | $83.6K | 0.00% | −4−0.4% | Reduced |
| Gables Capital Management Inc. | 1,100 | $84.5K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,158 | $89.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,165 | $89.5K | 0.01% | +1,165 | New |
| Cape Investment Advisory, Inc. | 1,172 | $90.0K | 0.04% | +131+12.6% | Added |
| Picton Mahoney Asset Management | 1,200 | $92.0K | 0.00% | +200+20.0% | Added |
| 1620 Investment Advisors, Inc. | 1,209 | $92.9K | 0.07% | +1,209 | New |
| Pacific Center for Financial Services | 1,221 | $93.8K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $94.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $94.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,232 | $94.7K | 0.00% | +115+10.3% | Added |
| Covestor Ltd | 1,248 | $96.0K | 0.06% | −49−3.8% | Reduced |
| Coppell Advisory Solutions LLC | 1,286 | $99.2K | 0.01% | 00.0% | Unchanged |