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 |
|---|---|---|---|---|---|
| Oberweis Asset Management Inc | 2,945 | $226.3K | 0.01% | −58−1.9% | Reduced |
| Dixon Fnancial Services, Inc. | 2,947 | $226.4K | 0.12% | −4−0.1% | Reduced |
| Groupama Asset Managment | 2,970 | $229.0K | 0.00% | −20,555−87.4% | Reduced |
| Werba Rubin Papier Wealth Management | 2,982 | $229.1K | 0.05% | +2,982 | New |
| Haverford Trust Co | 3,003 | $230.7K | 0.00% | −169−5.3% | Reduced |
| Cyrus J. Lawrence, LLC | 3,021 | $232.0K | 0.04% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,030 | $232.8K | 0.01% | +172+6.0% | Added |
| Bangor Savings Bank | 3,032 | $232.9K | 0.02% | +3,032 | New |
| Main Street Financial Solutions, LLC | 3,039 | $233.5K | 0.02% | +3,039 | New |
| Versant Capital Management, Inc | 3,044 | $233.9K | 0.05% | +786+34.8% | Added |
| Bullock Wealth Management Group | 3,069 | $235.8K | 0.14% | +321+11.7% | Added |
| Miracle Mile Advisors, LLC | 3,074 | $236.1K | 0.00% | +3,074 | New |
| PDS Planning, Inc | 3,075 | $236.3K | 0.02% | +62+2.1% | Added |
| Burke & Herbert Bank & Trust Co | 3,092 | $237.6K | 0.06% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,100 | $238.2K | 0.01% | +3,100 | New |
| Ironwood Investment Counsel, LLC | 3,100 | $238.2K | 0.04% | −87−2.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,108 | $238.8K | 0.07% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,112 | $239.1K | 0.13% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,129 | $240.4K | 0.00% | +3,129 | New |
| Abundance Wealth Counselors | 3,140 | $241.0K | 0.05% | −873−21.8% | Reduced |
| Means Investment Co., Inc. | 3,144 | $241.5K | 0.03% | +5+0.2% | Added |
| Kennebec Savings Bank | 3,215 | $244.7K | 0.25% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,188 | $244.9K | 0.10% | +3,188 | New |
| Stablepoint Partners, LLC | 3,191 | $245.2K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 3,193 | $245.3K | 0.06% | +21+0.7% | Added |
| Burns Matteson Capital Management, LLC | 3,193 | $245.3K | 0.14% | +3,193 | New |
| Great Valley Advisor Group, Inc. | 3,194 | $245.9K | 0.01% | +148+4.9% | Added |
| Bank of Hawaii | 3,200 | $245.9K | 0.01% | −50−1.5% | Reduced |
| Optas, LLC | 3,203 | $246.1K | 0.05% | +165+5.4% | Added |
| PUREfi Wealth, LLC | 3,210 | $246.6K | 0.24% | +3,210 | New |
| Tompkins Financial Corp | 3,214 | $246.9K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,230 | $248.2K | 0.01% | −303−8.6% | Reduced |
| Trinity Financial Advisors LLC | 3,211 | $248.6K | 0.09% | 00.0% | Unchanged |
| First Bank & Trust | 3,241 | $249.0K | 0.05% | −188−5.5% | Reduced |
| MV Capital Management, Inc. | 3,254 | $250.0K | 0.03% | +639+24.4% | Added |
| HBK Sorce Advisory LLC | 3,263 | $250.7K | 0.01% | −701−17.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,284 | $252.3K | 0.03% | +3,284 | New |
| Tolleson Wealth Management, Inc. | 3,289 | $253.0K | 0.05% | +3,289 | New |
| Obsidian Personal Planning Solutions LLC | 2,946 | $253.2K | 0.12% | −14−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 3,301 | $253.6K | 0.08% | −17−0.5% | Reduced |
| Fairview Capital Investment Management, LLC | 3,307 | $254.1K | 0.01% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 3,319 | $255.0K | 0.05% | +3,319 | New |
| Capital Analysts, LLC | 3,317 | $255.0K | 0.01% | +119+3.7% | Added |
| Ausdal Financial Partners, Inc. | 3,320 | $255.1K | 0.02% | +32+1.0% | Added |
| Diametric Capital, LP | 3,334 | $256.2K | 0.17% | +3,334 | New |
| Prelude Capital Management, LLC | 3,349 | $257.3K | 0.02% | −21,878−86.7% | Reduced |
| Breakwater Capital Group | 3,359 | $258.1K | 0.05% | +25+0.7% | Added |
| Ledyard National Bank | 3,360 | $258.1K | 0.02% | −1,269−27.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,379 | $259.6K | 0.05% | −247−6.8% | Reduced |
| Central Trust Co | 3,381 | $259.8K | 0.01% | −200−5.6% | Reduced |
| Howard Capital Management Group, LLC | 3,387 | $260.2K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,400 | $261.2K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 3,401 | $261.3K | 0.02% | −13−0.4% | Reduced |
| Heritage Trust Co | 3,406 | $261.7K | 0.03% | +3,406 | New |
| Regatta Capital Group, LLC | 3,415 | $262.4K | 0.05% | −123−3.5% | Reduced |
| Csenge Advisory Group | 3,419 | $262.7K | 0.01% | −1,098−24.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,455 | $265.4K | 0.15% | −84−2.4% | Reduced |
| Longboard Asset Management, LP | 3,474 | $266.9K | 0.71% | +3,474 | New |
| Mystic Asset Management, Inc. | 3,494 | $268.5K | 0.07% | +3,494 | New |
| Accredited Investors Inc. | 3,504 | $269.2K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,515 | $270.1K | 0.07% | +116+3.4% | Added |
| Hudock, Inc. | 3,524 | $270.8K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 3,574 | $274.6K | 0.17% | +3,574 | New |
| Boston Trust Walden Corp | 3,574 | $274.6K | 0.00% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 3,601 | $276.7K | 0.22% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 3,620 | $278.0K | 0.01% | +3,620 | New |
| Lindbrook Capital, LLC | 3,648 | $280.3K | 0.03% | −328−8.2% | Reduced |
| Tiemann Investment Advisors, LLC | 3,652 | $280.6K | 0.12% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,656 | $280.9K | 0.03% | +239+7.0% | Added |
| Transcend Wealth Collective, LLC | 3,674 | $282.3K | 0.02% | +3,674 | New |
| Baader Bank INC | 3,680 | $282.6K | 0.03% | +19+0.5% | Added |
| Welch Capital Partners LLC | 3,701 | $284.0K | 0.06% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,700 | $284.3K | 0.22% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,688 | $284.4K | 0.03% | −682−15.6% | Reduced |
| Buckingham Strategic Partners | 3,706 | $284.7K | 0.00% | −2,552−40.8% | Reduced |
| Meyer Handelman Co | 3,709 | $285.0K | 0.01% | +13+0.4% | Added |
| Meridian Investment Counsel Inc. | 3,800 | $292.0K | 0.09% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,804 | $292.3K | 0.01% | +966+34.0% | Added |
| Skopos Labs, Inc. | 3,821 | $293.5K | 0.09% | −54−1.4% | Reduced |
| Northwest Bancshares, Inc. | 3,825 | $293.9K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,825 | $293.9K | 0.01% | −2,774−42.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,850 | $295.8K | 0.03% | −847−18.0% | Reduced |
| GM Advisory Group, Inc. | 3,867 | $297.1K | 0.02% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,463 | $297.5K | 0.06% | +817+30.9% | Added |
| Perpetual Ltd | 3,874 | $297.6K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 3,880 | $298.1K | 0.02% | −140−3.5% | Reduced |
| Integrated Advisors Network LLC | 3,881 | $298.2K | 0.01% | +283+7.9% | Added |
| Virtue Capital Management, LLC | 3,886 | $298.6K | 0.06% | −322−7.7% | Reduced |
| Peddock Capital Advisors, LLC | 3,908 | $300.3K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,913 | $300.6K | 0.00% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,500 | $301.1K | 0.27% | −925−20.9% | Reduced |
| Barrett & Company, Inc. | 3,920 | $301.2K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,929 | $301.9K | 0.03% | +71+1.8% | Added |
| LM Advisors LLC | 3,927 | $302.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,938 | $302.5K | 0.04% | −224−5.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $305.0K | 0.12% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 3,983 | $306.0K | 0.24% | 00.0% | Unchanged |
| Rbo & Co LLC | 4,000 | $307.3K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,000 | $307.3K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital Corp | 4,000 | $307.3K | 0.13% | −900−18.4% | Reduced |