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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 5,300 | $407.2K | 0.03% | −225−4.1% | Reduced |
| First Nebraska Trust Co | 5,300 | $407.2K | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,323 | $409.0K | 0.04% | −177−3.2% | Reduced |
| Twinbeech Capital LP | 5,374 | $412.9K | 0.01% | −102,240−95.0% | Reduced |
| PFG Investments, LLC | 5,376 | $413.0K | 0.03% | −48−0.9% | Reduced |
| Van Strum & Towne Inc. | 5,377 | $413.1K | 0.15% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,368 | $413.9K | 0.04% | +1,257+30.6% | Added |
| First Heartland Consultants, Inc. | 5,388 | $414.0K | 0.04% | −30−0.6% | Reduced |
| Simon Quick Advisors, LLC | 5,389 | $414.0K | 0.02% | +468+9.5% | Added |
| Accurate Wealth Management, LLC | 5,491 | $414.5K | 0.08% | +393+7.7% | Added |
| Firestone Capital Management | 5,413 | $415.9K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 5,432 | $417.3K | 0.04% | +132+2.5% | Added |
| MFA Wealth Services | 5,445 | $418.4K | 0.34% | +5,445 | New |
| Advisors Capital Management, LLC | 5,459 | $419.4K | 0.01% | +938+20.7% | Added |
| One Wealth Advisors, LLC | 5,468 | $420.1K | 0.06% | +266+5.1% | Added |
| Jackson Creek Investment Advisors LLC | 5,474 | $421.0K | 0.13% | +4+0.1% | Added |
| Farringdon Capital, Ltd. | 5,480 | $421.0K | 0.17% | +5,480 | New |
| Philadelphia Trust Co | 5,500 | $423.0K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,522 | $424.3K | 0.09% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,561 | $427.3K | 0.14% | +1,081+24.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,584 | $429.0K | 0.02% | −400−6.7% | Reduced |
| Prospera Financial Services Inc | 5,601 | $430.4K | 0.01% | +307+5.8% | Added |
| Cohen & Steers, Inc. | 5,605 | $431.0K | 0.00% | −897−13.8% | Reduced |
| Lake Street Advisors Group, LLC | 5,610 | $431.0K | 0.02% | +382+7.3% | Added |
| New Wave Wealth Advisors LLC | 5,641 | $433.4K | 0.18% | +5,641 | New |
| Cyndeo Wealth Partners, LLC | 5,648 | $433.9K | 0.03% | −53−0.9% | Reduced |
| Altfest L J & Co Inc | 5,654 | $434.4K | 0.06% | −191−3.3% | Reduced |
| Pallas Capital Advisors LLC | 5,663 | $435.1K | 0.02% | +237+4.4% | Added |
| Fisher Asset Management, LLC | 5,707 | $438.5K | 0.00% | +1,025+21.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,770 | $443.3K | 0.07% | −1,776−23.5% | Reduced |
| Grimes & Company, Inc. | 5,842 | $448.8K | 0.01% | +55+1.0% | Added |
| Fairfield, Bush & Co. | 5,844 | $449.0K | 0.26% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,859 | $450.1K | 0.01% | +55+0.9% | Added |
| Sigma Planning Corp | 5,862 | $450.3K | 0.01% | +392+7.2% | Added |
| Sherbrooke Park Advisers LLC | 5,893 | $452.8K | 0.14% | −6,471−52.3% | Reduced |
| Centaurus Financial, Inc. | 5,897 | $453.0K | 0.03% | −316−5.1% | Reduced |
| Bill Few Associates, Inc. | 5,917 | $454.6K | 0.16% | +2,543+75.4% | Added |
| Oppenheimer Asset Management Inc. | 5,918 | $454.7K | 0.01% | −3,891−39.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,940 | $456.4K | 0.02% | +1,488+33.4% | Added |
| S&T Bank | 5,950 | $457.1K | 0.15% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,999 | $460.9K | 0.09% | 00.0% | Unchanged |
| Quarry LP | 6,032 | $463.4K | 0.09% | −980−14.0% | Reduced |
| Ellsworth Advisors, LLC | 6,039 | $464.0K | 0.12% | +1,256+26.3% | Added |
| Berkshire Asset Management LLC | 5,440 | $466.7K | 0.02% | −71−1.3% | Reduced |
| Elyxium Wealth, LLC | 6,140 | $471.7K | 0.29% | +537+9.6% | Added |
| Thompson Siegel & Walmsley LLC | 6,167 | $474.0K | 0.01% | −76−1.2% | Reduced |
| Coastal Investment Advisors, Inc. | 6,165 | $474.3K | 0.19% | +6,165 | New |
| Wedmont Private Capital | 6,292 | $474.6K | 0.03% | +568+9.9% | Added |
| Brighton Jones LLC | 6,183 | $475.0K | 0.01% | −114−1.8% | Reduced |
| Stanley-Laman Group, Ltd. | 6,198 | $476.2K | 0.07% | 00.0% | Unchanged |
| 111 Capital | 6,214 | $477.4K | 0.10% | +6,214 | New |
| Richard W. Paul & Associates, LLC | 6,229 | $478.6K | 0.17% | −289−4.4% | Reduced |
| Fiduciary Financial Group, LLC | 6,388 | $481.8K | 0.11% | −366−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,305 | $484.4K | 0.01% | −1,503−19.2% | Reduced |
| Bahl & Gaynor Inc | 6,313 | $485.0K | 0.00% | −1,239−16.4% | Reduced |
| Studio Investment Management LLC | 6,328 | $486.2K | 0.10% | −308−4.6% | Reduced |
| Clarius Group, LLC | 6,352 | $488.0K | 0.03% | −197−3.0% | Reduced |
| Modera Wealth Management, LLC | 6,382 | $490.3K | 0.01% | −996−13.5% | Reduced |
| Global Retirement Partners, LLC | 6,408 | $492.3K | 0.01% | +985+18.2% | Added |
| Hayek Kallen Investment Management | 6,429 | $494.0K | 0.18% | 00.0% | Unchanged |
| Quantessence Capital LLC | 6,452 | $495.7K | 0.20% | +6,452 | New |
| Alhambra Investment Partners LLC | 6,455 | $495.9K | 0.25% | 00.0% | Unchanged |
| Keystone Financial Group | 6,486 | $498.3K | 0.05% | +10.0% | Added |
| EP Wealth Advisors, LLC | 6,559 | $504.0K | 0.00% | +1,622+32.9% | Added |
| Keyvantage Wealth, LLC | 6,589 | $506.2K | 0.36% | +6,589 | New |
| DRW Securities, LLC | 6,639 | $510.1K | 0.03% | +6,639 | New |
| Courier Capital LLC | 6,640 | $510.1K | 0.04% | +20.0% | Added |
| JPB Foundation | 6,680 | $513.2K | 0.06% | −25,000−78.9% | Reduced |
| Ransom Advisory, Ltd | 6,692 | $514.1K | 0.24% | −300−4.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,046 | $515.1K | 0.10% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 6,704 | $515.1K | 0.11% | +14+0.2% | Added |
| First National Bank & Trust Co of Newtown | 6,717 | $516.1K | 0.11% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,774 | $520.5K | 0.02% | +942+16.2% | Added |
| Catalyst Funds Management Pty Ltd | 6,800 | $522.4K | 0.13% | −1,000−12.8% | Reduced |
| Perigon Wealth Management, LLC | 6,369 | $523.8K | 0.01% | +431+7.3% | Added |
| FineMark National Bank & Trust | 6,829 | $524.7K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 6,877 | $528.4K | 0.08% | +57+0.8% | Added |
| JNBA Financial Advisors | 6,903 | $530.3K | 0.05% | −548−7.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,908 | $530.8K | 0.14% | +41+0.6% | Added |
| Personal Cfo Solutions, LLC | 6,910 | $530.9K | 0.10% | +2,263+48.7% | Added |
| Catalina Capital Group, LLC | 7,006 | $538.3K | 0.18% | +211+3.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 7,014 | $538.9K | 0.19% | −93−1.3% | Reduced |
| First Foundation Advisors | 7,024 | $539.7K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,034 | $540.4K | 0.01% | +4,030+134.2% | Added |
| Private Trust Co NA | 7,071 | $543.3K | 0.06% | +866+14.0% | Added |
| Cidel Asset Management Inc | 7,073 | $543.4K | 0.04% | −635−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 7,084 | $544.3K | 0.02% | −391−5.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,084 | $544.3K | 0.09% | +414+6.2% | Added |
| McIlrath & Eck, LLC | 7,091 | $544.8K | 0.07% | +231+3.4% | Added |
| KMG Fiduciary Partners, LLC | 7,100 | $545.5K | 0.05% | −22−0.3% | Reduced |
| Fortis Group Advisors, LLC | 7,100 | $545.5K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,125 | $547.4K | 0.06% | +295+4.3% | Added |
| Graypoint LLC | 7,140 | $548.6K | 0.03% | −846−10.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,177 | $551.4K | 0.02% | +4,065+130.6% | Added |
| WSFS Capital Management, LLC | 7,200 | $553.2K | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 7,257 | $557.6K | 0.04% | +41+0.6% | Added |
| Avidian Wealth Solutions, LLC | 7,271 | $558.7K | 0.03% | +247+3.5% | Added |
| Argent Capital Management LLC | 7,280 | $559.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,321 | $562.5K | 0.00% | +22+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,350 | $564.7K | 0.00% | −1,340−15.4% | Reduced |