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 |
|---|---|---|---|---|---|
| Hickory Point Bank & Trust | 4,007 | $307.9K | 0.27% | +4,007 | New |
| Stephenson & Company, Inc. | 4,020 | $308.9K | 0.21% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,022 | $309.0K | 0.24% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,038 | $310.2K | 0.03% | +4,038 | New |
| Radnor Capital Management, LLC | 4,045 | $311.0K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,065 | $312.3K | 0.02% | −50−1.2% | Reduced |
| Columbus Macro, LLC | 4,068 | $312.5K | 0.04% | +1,087+36.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,089 | $314.2K | 0.03% | −22−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,693 | $314.6K | 0.03% | +316+9.4% | Added |
| Cambria Investment Management, L.P. | 4,095 | $314.6K | 0.02% | +4,095 | New |
| Petros Family Wealth, LLC | 4,118 | $316.4K | 0.34% | +4,118 | New |
| Capital Asset Advisory Services LLC | 4,159 | $320.0K | 0.02% | +513+14.1% | Added |
| DiNuzzo Private Wealth, Inc. | 4,167 | $320.1K | 0.04% | +20.0% | Added |
| Sepio Capital, LP | 4,169 | $320.3K | 0.03% | −1,442−25.7% | Reduced |
| JFS Wealth Advisors, LLC | 4,199 | $322.6K | 0.02% | +6+0.1% | Added |
| Hofer & Associates. Inc | 4,242 | $325.9K | 0.22% | +52+1.2% | Added |
| Financial Counselors Inc | 4,260 | $327.3K | 0.00% | +184+4.5% | Added |
| Fiduciary Group LLC | 4,267 | $327.8K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,277 | $328.6K | 0.07% | +757+21.5% | Added |
| City National Bank of Florida | 4,277 | $328.6K | 0.30% | +4,277 | New |
| Bruce G. Allen Investments, LLC | 4,278 | $328.7K | 0.27% | +256+6.4% | Added |
| Hickory Asset Management, Inc. | 4,320 | $331.9K | 0.28% | +4,320 | New |
| My Legacy Advisors, LLC | 4,083 | $335.0K | 0.13% | +298+7.9% | Added |
| O'Brien Greene & Co. Inc | 4,391 | $337.4K | 0.11% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,400 | $338.1K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $338.4K | 0.12% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4,439 | $341.0K | 0.09% | +4,339+4,339.0% | Added |
| Freestone Capital Holdings, LLC | 4,439 | $341.1K | 0.01% | −26−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,451 | $342.0K | 0.01% | +4,451 | New |
| New Century Financial Group, LLC | 4,446 | $342.0K | 0.15% | +4,446 | New |
| Western Financial Corp | 4,454 | $342.2K | 0.19% | +4,454 | New |
| Cable Hill Partners, LLC | 4,458 | $342.5K | 0.03% | −124−2.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,465 | $343.0K | 0.24% | −100−2.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,486 | $344.7K | 0.03% | +700+18.5% | Added |
| Lebenthal Global Advisors, LLC | 4,495 | $345.4K | 0.06% | −12,562−73.6% | Reduced |
| Clarity Capital Partners LLC | 4,499 | $345.7K | 0.18% | +87+2.0% | Added |
| Woodward Diversified Capital, LLC | 4,591 | $352.7K | 0.26% | −2,758−37.5% | Reduced |
| Crux Wealth Advisors | 4,600 | $353.4K | 0.20% | +4,600 | New |
| Martin Capital Advisors, LLP | 4,605 | $353.8K | 0.23% | 00.0% | Unchanged |
| Cypress Capital Group | 4,625 | $355.3K | 0.04% | −4,580−49.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,628 | $355.6K | 0.10% | −65−1.4% | Reduced |
| Univest Financial Corp | 4,632 | $355.9K | 0.02% | +10.0% | Added |
| Resonant Capital Advisors, LLC | 4,646 | $357.0K | 0.03% | +162+3.6% | Added |
| AdviceOne Advisory Services, LLC | 4,647 | $357.0K | 0.32% | +4,647 | New |
| Ci Investments Inc. | 4,661 | $358.0K | 0.00% | +853+22.4% | Added |
| Genesee Capital Advisors, LLC | 4,662 | $358.2K | 0.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,666 | $358.5K | 0.11% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,675 | $359.0K | 0.02% | −57−1.2% | Reduced |
| Next Level Private LLC | 4,700 | $361.1K | 0.15% | +7+0.1% | Added |
| C M Bidwell & Associates Ltd | 4,709 | $361.8K | 0.22% | −70−1.5% | Reduced |
| Tobam | 4,721 | $363.0K | 0.11% | −2,115−30.9% | Reduced |
| Gitterman Wealth Management, LLC | 4,734 | $363.9K | 0.15% | −65−1.4% | Reduced |
| Farther Finance Advisors, LLC | 4,739 | $364.1K | 0.01% | −107−2.2% | Reduced |
| Wellington Shields & Co., LLC | 4,740 | $364.2K | 0.11% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,746 | $364.6K | 0.01% | −373−7.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,731 | $364.8K | 0.01% | 00.0% | Unchanged |
| Taika Capital, LP | 4,750 | $364.9K | 0.28% | −9,577−66.8% | Reduced |
| Eqis Capital Management, Inc. | 4,762 | $365.9K | 0.03% | −147−3.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,765 | $366.1K | 0.08% | +50+1.1% | Added |
| Groupe la Francaise | 4,756 | $366.4K | 0.01% | +4,756 | New |
| Wharton Business Group, LLC | 4,780 | $367.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,779 | $367.2K | 0.07% | −82−1.7% | Reduced |
| Advus Financial Partners, LLC | 4,807 | $369.3K | 0.10% | +744+18.3% | Added |
| M.E. Allison & Co., Inc. | 4,834 | $371.4K | 0.41% | +4,834 | New |
| Ironwood Investment Management LLC | 4,847 | $372.4K | 0.19% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 4,848 | $372.5K | 0.55% | +4,848 | New |
| AlTi Global, Inc. | 4,888 | $376.1K | 0.01% | +4,888 | New |
| Trust Point Inc. | 4,908 | $377.1K | 0.03% | −110−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,916 | $377.7K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 4,934 | $379.1K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,936 | $379.2K | 0.01% | +252+5.4% | Added |
| Morningstar Investment Management LLC | 4,945 | $380.0K | 0.03% | −14,914−75.1% | Reduced |
| FORA Capital, LLC | 4,978 | $382.5K | 0.04% | +4,978 | New |
| Mutual Advisors, LLC | 4,654 | $382.8K | 0.01% | −3−0.1% | Reduced |
| Sicart Associates LLC | 5,000 | $384.1K | 0.14% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $384.1K | 0.05% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $384.1K | 0.13% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 5,001 | $384.2K | 0.08% | +5,001 | New |
| Avestar Capital, LLC | 5,009 | $384.8K | 0.03% | −3−0.1% | Reduced |
| Virtu Financial LLC | 5,008 | $385.0K | 0.02% | −1,649−24.8% | Reduced |
| Clear Creek Financial Management, LLC | 5,013 | $385.2K | 0.04% | −436−8.0% | Reduced |
| GenTrust, LLC | 5,023 | $385.9K | 0.02% | +23+0.5% | Added |
| FDx Advisors, Inc. | 5,023 | $386.0K | 0.11% | −1,422−22.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,026 | $386.2K | 0.02% | +1,249+33.1% | Added |
| Index Fund Advisors, Inc. | 5,032 | $386.6K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,033 | $386.7K | 0.07% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,045 | $387.6K | 0.02% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,054 | $388.3K | 0.39% | +5,054 | New |
| Dorsey & Whitney Trust CO LLC | 5,058 | $388.6K | 0.02% | +294+6.2% | Added |
| Northstar Group, Inc. | 5,073 | $389.7K | 0.07% | +99+2.0% | Added |
| Fundamentun, LLC | 5,109 | $392.6K | 0.02% | +142+2.9% | Added |
| Sax Wealth Advisors, LLC | 5,161 | $396.5K | 0.03% | +5,161 | New |
| Baker Ellis Asset Management LLC | 5,190 | $398.7K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,196 | $399.2K | 0.01% | +1,547+42.4% | Added |
| Net Worth Advisory Group | 5,220 | $401.1K | 0.12% | +47+0.9% | Added |
| Penserra Capital Management LLC | 5,252 | $402.0K | 0.01% | +1,641+45.4% | Added |
| Sagespring Wealth Partners, LLC | 5,241 | $402.7K | 0.01% | +5,241 | New |
| Kovack Advisors, Inc. | 5,270 | $404.9K | 0.04% | +366+7.5% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $405.7K | 0.24% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,288 | $406.3K | 0.01% | +113+2.2% | Added |