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
- 1,441
- +178 vs. Q3 2024
- Shares held
- 622.4M
- +3.80M (+0.6%) vs. Q3 2024
- Total value
- $47.8B
- +$3.38B (+7.6%) vs. Q3 2024
- New holders
- 236
- 469 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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 7,409 | $569.2K | 0.08% | +7,409 | New |
| IVC Wealth Advisors LLC | 7,475 | $574.3K | 0.32% | +167+2.3% | Added |
| Sunbelt Securities, Inc. | 7,454 | $574.7K | 0.05% | +6,921+1,298.5% | Added |
| Cigna Investments Inc | 7,550 | $580.0K | 0.10% | −89−1.2% | Reduced |
| Miller Financial Services LLC | 7,591 | $583.2K | 0.49% | +7,591 | New |
| Argus Investors' Counsel, Inc. | 7,602 | $584.1K | 0.39% | +7,602 | New |
| Congress Asset Management Co | 7,632 | $586.4K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 7,655 | $588.1K | 0.08% | +7,655 | New |
| Exchange Bank | 7,655 | $588.1K | 0.47% | −30.0% | Reduced |
| RKL Wealth Management LLC | 7,669 | $589.2K | 0.05% | +3,782+97.3% | Added |
| Sovran Advisors, LLC | 7,782 | $591.0K | 0.08% | +7,782 | New |
| Chicago Trust Co NA | 7,695 | $591.2K | 0.10% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,700 | $591.6K | 0.07% | −8,900−53.6% | Reduced |
| Apeiron RIA LLC | 7,725 | $593.5K | 0.17% | +7,725 | New |
| Atlantic Union Bankshares Corp | 7,727 | $593.7K | 0.03% | 00.0% | Unchanged |
| ING Groep NV | 7,749 | $595.4K | 0.00% | −4,495−36.7% | Reduced |
| Founders Financial Securities LLC | 7,788 | $598.4K | 0.05% | −36−0.5% | Reduced |
| Hendershot Investments Inc. | 7,874 | $605.0K | 0.08% | 00.0% | Unchanged |
| RB Capital Management, LLC | 7,875 | $605.0K | 0.14% | −149−1.9% | Reduced |
| Signet Financial Management, LLC | 7,888 | $606.1K | 0.08% | −580−6.8% | Reduced |
| Builder Investment Group Inc | 7,911 | $607.8K | 0.17% | 00.0% | Unchanged |
| Tradewinds, LLC. | 7,161 | $608.2K | 0.17% | −115−1.6% | Reduced |
| Petrus Trust Company, LTA | 7,942 | $610.2K | 0.06% | +7,942 | New |
| Caldwell Sutter Capital, Inc. | 7,943 | $610.3K | 0.28% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 7,983 | $613.3K | 0.08% | +7,983 | New |
| Whittier Trust Co of Nevada Inc | 8,067 | $619.8K | 0.02% | −1,118−12.2% | Reduced |
| HM Payson & Co | 8,223 | $631.8K | 0.01% | −528−6.0% | Reduced |
| Farmers National Bank | 8,226 | $632.0K | 0.18% | +8,226 | New |
| Shilanski & Associates, Inc. | 8,233 | $632.5K | 0.20% | +8,233 | New |
| Aptus Capital Advisors, LLC | 8,262 | $634.8K | 0.01% | +1,597+24.0% | Added |
| Harvest Fund Management Co., Ltd | 8,263 | $635.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,271 | $635.5K | 0.05% | −218−2.6% | Reduced |
| Journey Advisory Group, LLC | 10,649 | $637.8K | 0.08% | 00.0% | Unchanged |
| United Advisor Group, LLC | 8,328 | $639.9K | 0.13% | +53+0.6% | Added |
| Twin City Private Wealth, LLC | 8,359 | $642.2K | 0.57% | +1,194+16.7% | Added |
| Wesbanco Bank Inc | 8,398 | $645.2K | 0.02% | +297+3.7% | Added |
| Siemens Fonds Invest GmbH | 8,368 | $645.3K | 0.07% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 8,400 | $645.4K | 0.27% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,409 | $646.1K | 0.06% | +8,000+1,956.0% | Added |
| HighPoint Advisor Group LLC | 7,559 | $646.3K | 0.04% | +975+14.8% | Added |
| Centiva Capital, LP | 8,421 | $647.0K | 0.02% | −51,248−85.9% | Reduced |
| Kathmere Capital Management, LLC | 8,447 | $649.0K | 0.06% | +439+5.5% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $649.2K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 8,494 | $652.6K | 0.02% | +5,270+163.5% | Added |
| Brevan Howard Capital Management LP | 8,534 | $655.7K | 0.02% | +8,534 | New |
| Dynamic Technology Lab Private Ltd | 8,580 | $659.0K | 0.11% | −9,695−53.1% | Reduced |
| Trust Asset Management LLC | 8,581 | $659.3K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,587 | $659.7K | 0.09% | +87+1.0% | Added |
| CX Institutional | 8,588 | $659.8K | 0.03% | +153+1.8% | Added |
| Basepoint Wealth LLC | 8,601 | $660.8K | 0.53% | −804−8.5% | Reduced |
| Crawford Investment Counsel Inc | 8,617 | $662.0K | 0.01% | +40.0% | Added |
| Jeppson Wealth Management, LLC | 8,618 | $662.1K | 0.24% | 00.0% | Unchanged |
| Addison Capital Co | 8,627 | $662.8K | 0.26% | −1,004−10.4% | Reduced |
| Clearstead Advisors, LLC | 8,630 | $663.0K | 0.01% | −196−2.2% | Reduced |
| Aaron Wealth Advisors | 8,694 | $668.0K | 0.08% | +815+10.3% | Added |
| Chilton Capital Management LLC | 8,706 | $668.9K | 0.03% | +7,547+651.2% | Added |
| Lionshead Wealth Management, LLC | 8,775 | $674.2K | 0.49% | +8,775 | New |
| NorthRock Partners, LLC | 8,776 | $674.3K | 0.02% | +122+1.4% | Added |
| Banque de Luxembourg S.A. | 8,817 | $680.1K | 0.37% | +8,817 | New |
| Mather Group, LLC. | 8,856 | $680.4K | 0.01% | +246+2.9% | Added |
| Foundations Investment Advisors, LLC | 8,994 | $691.0K | 0.01% | −308−3.3% | Reduced |
| Smith Group Asset Management, LLC | 9,000 | $691.5K | 0.05% | +9,000 | New |
| Eubel Brady & Suttman Asset Management Inc | 9,002 | $692.0K | 0.09% | −264−2.8% | Reduced |
| Hanlon Investment Management, Inc. | 9,015 | $692.6K | 0.19% | +9,015 | New |
| Valeo Financial Advisors, LLC | 9,041 | $694.6K | 0.02% | +139+1.6% | Added |
| Trust Co of Virginia | 9,063 | $696.3K | 0.06% | −104−1.1% | Reduced |
| Quadcap Wealth Management, LLC | 9,085 | $698.0K | 0.10% | −582−6.0% | Reduced |
| Waterfront Wealth Inc. | 9,143 | $702.5K | 0.17% | −25−0.3% | Reduced |
| Tectonic Advisors LLC | 9,162 | $703.9K | 0.05% | +464+5.3% | Added |
| South State Corp. | 9,176 | $705.0K | 0.05% | +9,129+19,423.4% | Added |
| Trust Co of Vermont | 9,358 | $719.0K | 0.03% | +949+11.3% | Added |
| Atomi Financial Group, Inc. | 9,362 | $719.3K | 0.04% | +873+10.3% | Added |
| Fort Washington Investment Advisors Inc | 9,502 | $730.0K | 0.00% | −826−8.0% | Reduced |
| HF Advisory Group, LLC | 9,543 | $733.1K | 0.34% | −820−7.9% | Reduced |
| SGL Investment Advisors, Inc. | 8,594 | $733.2K | 0.37% | −1,429−14.3% | Reduced |
| Geneos Wealth Management Inc. | 9,589 | $736.7K | 0.03% | +400+4.4% | Added |
| Cornerstone Advisors, LLC | 9,600 | $737.6K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 9,627 | $739.6K | 0.16% | +9,627 | New |
| Canandaigua National Bank & Trust Co | 9,643 | $740.9K | 0.07% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 9,683 | $743.9K | 0.19% | +9,683 | New |
| Snowden Capital Advisors LLC | 9,804 | $753.2K | 0.02% | −729−6.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,853 | $757.0K | 0.08% | −1,682−14.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,912 | $761.0K | 0.05% | +886+9.8% | Added |
| Nations Financial Group Inc, | 9,921 | $762.2K | 0.06% | −254−2.5% | Reduced |
| SkyView Investment Advisors, LLC | 9,949 | $764.0K | 0.12% | +135+1.4% | Added |
| Western Wealth Management, LLC | 9,947 | $764.2K | 0.04% | +222+2.3% | Added |
| Drucker Wealth 3.0, LLC | 9,951 | $764.5K | 0.18% | −887−8.2% | Reduced |
| Loudon Investment Management, LLC | 9,962 | $765.4K | 0.44% | −150−1.5% | Reduced |
| Flputnam Investment Management Co | 9,979 | $766.6K | 0.01% | +383+4.0% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $768.3K | 0.26% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,008 | $768.9K | 0.28% | +10,008 | New |
| Tranquilli Financial Advisor LLC | 10,021 | $769.9K | 0.49% | −73−0.7% | Reduced |
| MTM Investment Management, LLC | 10,051 | $772.2K | 0.30% | +10,051 | New |
| Vaughan David Investments LLC | 10,112 | $777.0K | 0.02% | −525−4.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,143 | $779.3K | 0.02% | −69−0.7% | Reduced |
| Silverlake Wealth Management LLC | 10,158 | $780.4K | 0.30% | +10.0% | Added |
| Yoffe Investment Management, LLC | 10,200 | $783.7K | 1.16% | +10,200 | New |
| Commerzbank Aktiengesellschaft | 10,200 | $787.0K | 0.02% | +5,149+101.9% | Added |
| Quadrant Capital Group LLC | 10,325 | $793.3K | 0.05% | −30−0.3% | Reduced |
| Benin Management CORP | 10,383 | $797.7K | 0.22% | 00.0% | Unchanged |