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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,295 | $99.5K | 0.01% | +259+25.0% | Added |
| Oakworth Capital, Inc. | 1,309 | $100.6K | 0.01% | +17+1.3% | Added |
| CoreFirst Bank & Trust | 1,320 | $101.4K | 0.06% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 1,339 | $102.9K | 0.00% | +1,339 | New |
| Ancora Advisors, LLC | 1,350 | $103.7K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,393 | $107.0K | 0.05% | −4−0.3% | Reduced |
| Hemington Wealth Management | 1,507 | $115.0K | 0.03% | +98+7.0% | Added |
| Hara Capital LLC | 1,508 | $115.9K | 0.07% | −610−28.8% | Reduced |
| CVA Family Office, LLC | 1,543 | $118.5K | 0.02% | +167+12.1% | Added |
| Bay Harbor Wealth Management, LLC | 1,574 | $120.9K | 0.04% | +44+2.9% | Added |
| Signature Resources Capital Management, LLC | 1,600 | $122.9K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,602 | $123.0K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,626 | $124.9K | 0.08% | +1,626 | New |
| Venturi Wealth Management, LLC | 1,636 | $125.7K | 0.01% | +489+42.6% | Added |
| AlphaCentric Advisors LLC | 1,637 | $125.8K | 0.13% | −81−4.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,644 | $126.3K | 0.02% | −100−5.7% | Reduced |
| Leonteq Securities AG | 1,644 | $126.3K | 0.01% | +856+108.6% | Added |
| Rowland & Co Investment Counsel | 1,678 | $128.9K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,688 | $129.7K | 0.02% | −278−14.1% | Reduced |
| Kimelman & Baird, LLC | 1,700 | $130.6K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,708 | $131.2K | 0.00% | +782+84.4% | Added |
| Evermay Wealth Management LLC | 1,797 | $138.1K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,840 | $141.0K | 0.00% | +446+32.0% | Added |
| Prestige Wealth Management Group LLC | 1,847 | $141.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,879 | $144.4K | 0.00% | +206+12.3% | Added |
| Hall Laurie J Trustee | 1,895 | $145.0K | 0.05% | −4,616−70.9% | Reduced |
| Rialto Wealth Management, LLC | 1,890 | $145.2K | 0.05% | +1,890 | New |
| Investors Research Corp | 1,894 | $145.5K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,918 | $147.4K | 0.06% | +10+0.5% | Added |
| Cetera Trust Company, N.A | 1,930 | $148.3K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,940 | $149.1K | 0.07% | −196−9.2% | Reduced |
| Bleichroeder LP | 2,000 | $153.7K | 0.04% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $153.7K | 0.07% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $153.7K | 0.09% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,000 | $153.7K | 0.17% | +2,000 | New |
| Perkins Coie Trust Co | 2,019 | $155.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,040 | $156.7K | 0.04% | +34+1.7% | Added |
| Park Square Financial Group, LLC | 2,051 | $157.6K | 0.11% | +2,051 | New |
| Glen Eagle Advisors, LLC | 2,052 | $157.7K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,888 | $160.5K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,108 | $162.0K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,128 | $163.5K | 0.01% | +42+2.0% | Added |
| Resources Management Corp | 2,135 | $164.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,255 | $173.3K | 0.00% | −61−2.6% | Reduced |
| Northwest Bank & Trust Co | 2,139 | $175.1K | 0.13% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $176.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,317 | $178.0K | 0.06% | +56+2.5% | Added |
| Continuum Advisory, LLC | 2,359 | $181.2K | 0.02% | +10+0.4% | Added |
| City Holding Co | 2,361 | $181.4K | 0.03% | −420−15.1% | Reduced |
| Colonial Trust Co | 2,377 | $182.6K | 0.03% | +315+15.3% | Added |
| Novem Group | 2,392 | $183.8K | 0.03% | +2,392 | New |
| SBI Securities Co., Ltd. | 2,393 | $183.9K | 0.01% | +2,393 | New |
| Compass Wealth Management LLC | 2,400 | $184.4K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 2,500 | $192.0K | 0.02% | −300−10.7% | Reduced |
| Wellington Shields Capital Management, LLC | 2,500 | $192.1K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,547 | $195.7K | 0.04% | +6+0.2% | Added |
| Washington Trust Advisors, Inc. | 2,604 | $200.1K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,605 | $200.1K | 0.14% | +2,605 | New |
| Webster Bank, N. A. | 2,611 | $200.6K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,627 | $201.8K | 0.06% | +2,627 | New |
| Angeles Wealth Management, LLC | 2,630 | $202.1K | 0.02% | +2,630 | New |
| Wealthcare Advisory Partners LLC | 2,642 | $203.0K | 0.01% | +2,642 | New |
| Endeavor Private Wealth, Inc. | 2,649 | $203.5K | 0.19% | +2,649 | New |
| Parcion Private Wealth LLC | 2,652 | $203.8K | 0.02% | +2,652 | New |
| Leavell Investment Management, Inc. | 2,653 | $203.8K | 0.01% | +2,653 | New |
| Magnolia Capital Management Ltd | 2,657 | $204.0K | 0.16% | +2,657 | New |
| TCI Wealth Advisors, Inc. | 2,657 | $204.1K | 0.02% | +2,657 | New |
| Invesco, LLC | 2,658 | $204.3K | 0.08% | +2,658 | New |
| Parkside Financial Bank & Trust | 2,663 | $204.6K | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,665 | $204.8K | 0.05% | +2,665 | New |
| Clark Financial Services Group Inc | 2,665 | $205.0K | 0.16% | +2,665 | New |
| Wescott Financial Advisory Group, LLC | 2,692 | $206.8K | 0.02% | +2,692 | New |
| Stock Yards Bank & Trust Co | 2,696 | $207.1K | 0.01% | +2,696 | New |
| Massmutual Trust Co FSB | 2,706 | $207.9K | 0.01% | +19+0.7% | Added |
| Napatree Capital LLC | 2,716 | $208.7K | 0.12% | +2,716 | New |
| Retirement Planning Group | 2,727 | $209.5K | 0.01% | +2,727 | New |
| Massachusetts Financial Services Co | 2,733 | $210.0K | 0.00% | +2,733 | New |
| Stockman Wealth Management, Inc. | 2,750 | $211.3K | 0.03% | +2,750 | New |
| Robertson Stephens Wealth Management, LLC | 2,751 | $211.4K | 0.01% | −49−1.8% | Reduced |
| TFB Advisors LLC | 2,756 | $211.7K | 0.06% | +2,756 | New |
| Keel Point, LLC | 2,768 | $212.6K | 0.02% | +2,768 | New |
| Capital Investment Advisors, LLC | 2,812 | $216.0K | 0.00% | +2,812 | New |
| Verity Asset Management, Inc. | 2,821 | $216.7K | 0.12% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 3,018 | $216.9K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,837 | $218.0K | 0.01% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 2,851 | $219.0K | 0.21% | +2,851 | New |
| Revolve Wealth Partners, LLC | 2,858 | $219.6K | 0.03% | +2,858 | New |
| WealthShield Partners, LLC | 2,872 | $220.7K | 0.03% | +6+0.2% | Added |
| Independent Financial Group, LLC | 2,880 | $221.3K | 0.01% | +2,880 | New |
| KCM Investment Advisors LLC | 2,892 | $222.2K | 0.01% | +2,892 | New |
| Hengehold Capital Management LLC | 2,892 | $222.2K | 0.02% | −47−1.6% | Reduced |
| Chemung Canal Trust Co | 2,894 | $222.3K | 0.05% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 2,898 | $222.7K | 0.05% | −155−5.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,902 | $223.0K | 0.01% | +2,902 | New |
| Sage Capital Management, LLC | 2,908 | $223.4K | 0.11% | −171−5.6% | Reduced |
| CFS Investment Advisory Services, LLC | 2,912 | $224.0K | 0.02% | −159−5.2% | Reduced |
| Crews Bank & Trust | 2,916 | $224.0K | 0.04% | +2,916 | New |
| St Germain D J Co Inc | 2,927 | $224.9K | 0.01% | +624+27.1% | Added |
| Matisse Capital | 2,940 | $225.9K | 0.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,944 | $226.2K | 0.02% | −80−2.6% | Reduced |