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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 10,405 | $799.6K | 0.01% | +99+1.0% | Added |
| GTS Securities LLC | 10,412 | $800.0K | 0.04% | −25,426−70.9% | Reduced |
| Mangrove Partners | 10,430 | $801.3K | 0.10% | +10,430 | New |
| Manchester Capital Management LLC | 10,476 | $804.9K | 0.09% | +2,703+34.8% | Added |
| Curbstone Financial Management Corp | 10,500 | $806.7K | 0.17% | 00.0% | Unchanged |
| NBT Bank N A | 10,515 | $807.9K | 0.06% | +155+1.5% | Added |
| National Asset Management, Inc. | 10,703 | $822.3K | 0.03% | −30.0% | Reduced |
| Camden Capital, LLC | 10,736 | $824.9K | 0.09% | +897+9.1% | Added |
| We Are One Seven, LLC | 10,825 | $831.8K | 0.03% | −16−0.1% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $831.8K | 0.42% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 10,923 | $839.2K | 0.03% | +910+9.1% | Added |
| Legacy Wealth Asset Management, LLC | 10,943 | $840.8K | 0.23% | −431−3.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,936 | $842.5K | 0.00% | +686+7.4% | Added |
| Paradigm Financial Partners, LLC | 11,109 | $853.5K | 0.11% | +1,582+16.6% | Added |
| Affinity Investment Advisors, LLC | 11,211 | $861.3K | 0.72% | −5,028−31.0% | Reduced |
| Bleakley Financial Group, LLC | 11,244 | $863.9K | 0.03% | +580+5.4% | Added |
| Goodwin Investment Advisory | 11,344 | $871.6K | 0.46% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,393 | $875.3K | 0.03% | +607+5.6% | Added |
| Keystone Financial Services | 11,448 | $879.6K | 0.34% | +287+2.6% | Added |
| Applied Finance Capital Management, LLC | 11,450 | $879.7K | 0.04% | −1,053−8.4% | Reduced |
| Independent Advisor Alliance | 11,487 | $882.5K | 0.01% | +5,915+106.2% | Added |
| Fruth Investment Management | 11,500 | $883.0K | 0.24% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 11,598 | $891.1K | 0.42% | +357+3.2% | Added |
| SRS Capital Advisors, Inc. | 11,618 | $892.6K | 0.06% | +10,615+1,058.3% | Added |
| Beacon Investment Advisory Services, Inc. | 11,667 | $896.4K | 0.04% | −554−4.5% | Reduced |
| Hilltop Holdings Inc. | 11,685 | $897.7K | 0.06% | +2,727+30.4% | Added |
| Strategic Investment Advisors | 11,747 | $902.5K | 0.10% | −1,379−10.5% | Reduced |
| Aspen Investment Management Inc | 11,750 | $903.0K | 0.42% | +160+1.4% | Added |
| Outlook Wealth Advisors, LLC | 11,765 | $903.9K | 0.26% | −87−0.7% | Reduced |
| Vise Technologies, Inc. | 11,805 | $907.0K | 0.08% | +2,880+32.3% | Added |
| Almanack Investment Partners, LLC. | 11,809 | $907.3K | 0.14% | +72+0.6% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $910.0K | 0.12% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,886 | $913.2K | 0.35% | −2,462−17.2% | Reduced |
| Allegheny Financial Group LTD | 11,935 | $917.0K | 0.24% | +30.0% | Added |
| Change Path, LLC | 11,945 | $917.7K | 0.03% | +2,974+33.2% | Added |
| Transamerica Financial Advisors, Inc. | 11,992 | $922.0K | 0.09% | −2,056−14.6% | Reduced |
| First Citizens Bank & Trust Co | 12,023 | $923.7K | 0.02% | −1,593−11.7% | Reduced |
| Commonwealth Retirement Investments LLC | 12,026 | $924.0K | 0.38% | −40.0% | Reduced |
| MUFG Securities Americas Inc. | 12,045 | $925.4K | 0.12% | +12,045 | New |
| Davenport & Co LLC | 12,052 | $926.0K | 0.01% | +1,364+12.8% | Added |
| Nilsine Partners, LLC | 12,053 | $926.0K | 0.10% | +2,746+29.5% | Added |
| Horizon Kinetics Asset Management LLC | 12,064 | $926.9K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 12,082 | $928.3K | 0.04% | +12,082 | New |
| Schulhoff & Co Inc | 12,173 | $935.3K | 0.42% | −165−1.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 12,283 | $943.7K | 0.01% | −5,574−31.2% | Reduced |
| Ontario Teachers Pension Plan Board | 12,366 | $950.1K | 0.01% | −305−2.4% | Reduced |
| Parallel Advisors, LLC | 12,450 | $956.6K | 0.02% | +363+3.0% | Added |
| FSB Premier Wealth Management, Inc. | 12,577 | $966.3K | 0.39% | +1,729+15.9% | Added |
| Semmax Financial Advisors Inc. | 11,133 | $967.3K | 0.26% | −199−1.8% | Reduced |
| WealthTrust Axiom LLC | 12,654 | $972.2K | 0.29% | −1,072−7.8% | Reduced |
| Valmark Advisers, Inc. | 12,679 | $974.1K | 0.02% | +42+0.3% | Added |
| Jacobi Capital Management LLC | 12,699 | $975.7K | 0.07% | −7−0.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 12,815 | $984.6K | 0.70% | +12,815 | New |
| Whitener Capital Management, Inc. | 12,830 | $985.7K | 0.28% | −600−4.5% | Reduced |
| Fiduciary Trust Co | 12,869 | $988.7K | 0.01% | −98−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 12,908 | $991.7K | 0.07% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 12,912 | $992.0K | 0.44% | −681−5.0% | Reduced |
| Waldron Private Wealth LLC | 12,940 | $994.2K | 0.04% | +6,490+100.6% | Added |
| Kolinsky Wealth Management, LLC | 12,950 | $994.9K | 0.61% | +45+0.3% | Added |
| Adviser Investments LLC | 13,003 | $999.0K | 0.01% | +685+5.6% | Added |
| Pettee Investors, Inc. | 13,020 | $1.00M | 0.51% | 00.0% | Unchanged |
| Peoples Bank | 13,067 | $1.00M | 0.69% | −30−0.2% | Reduced |
| Fulton Bank, N.A. | 13,072 | $1.00M | 0.04% | −9,314−41.6% | Reduced |
| Kingsview Wealth Management, LLC | 13,191 | $1.01M | 0.02% | −189−1.4% | Reduced |
| IHT Wealth Management, LLC | 13,251 | $1.02M | 0.03% | −949−6.7% | Reduced |
| Coldstream Capital Management Inc | 13,295 | $1.02M | 0.02% | −191−1.4% | Reduced |
| Huntington National Bank | 13,346 | $1.03M | 0.01% | +5,778+76.3% | Added |
| Sompo Asset Management Co., Ltd. | 13,380 | $1.03M | 0.17% | −2,530−15.9% | Reduced |
| Epacria Capital Partners, LLC | 13,525 | $1.04M | 0.88% | −34,625−71.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,560 | $1.04M | 0.01% | −449−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 13,576 | $1.04M | 0.01% | +4,528+50.0% | Added |
| Synovus Financial Corp | 13,594 | $1.04M | 0.01% | +353+2.7% | Added |
| Boston Family Office LLC | 13,609 | $1.05M | 0.07% | 00.0% | Unchanged |
| Fig Financial Advisory Services Inc | 13,620 | $1.05M | 0.71% | +13,620 | New |
| WealthTrust Asset Management, LLC | 13,673 | $1.05M | 0.75% | +13,673 | New |
| Hunter Associates Investment Management LLC | 13,800 | $1.06M | 0.16% | 00.0% | Unchanged |
| LVW Advisors, LLC | 13,891 | $1.07M | 0.13% | −927−6.3% | Reduced |
| Alliance Wealth Advisors, LLC | 14,350 | $1.10M | 0.63% | −640−4.3% | Reduced |
| Signaturefd, LLC | 14,408 | $1.11M | 0.02% | +22+0.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 14,500 | $1.11M | 0.19% | +9,000+163.6% | Added |
| Ellevest, Inc. | 14,512 | $1.11M | 0.06% | +921+6.8% | Added |
| Whittier Trust Co | 14,518 | $1.12M | 0.01% | +86+0.6% | Added |
| GAMMA Investing LLC | 14,524 | $1.12M | 0.10% | +1,807+14.2% | Added |
| Scotia Capital Inc. | 14,527 | $1.12M | 0.01% | +1,164+8.7% | Added |
| New Age Alpha Advisors, LLC | 14,546 | $1.12M | 0.05% | +14,292+5,626.8% | Added |
| Wedbush Securities Inc | 14,567 | $1.12M | 0.04% | −602−4.0% | Reduced |
| Agate Pass Investment Management, LLC | 14,650 | $1.13M | 0.51% | +14,650 | New |
| William B. Walkup & Associates, Inc. | 14,708 | $1.13M | 0.72% | −8−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 14,713 | $1.13M | 0.91% | +1,301+9.7% | Added |
| Wealthspire Advisors, LLC | 14,740 | $1.13M | 0.01% | +144+1.0% | Added |
| Mission Wealth Management, LP | 14,750 | $1.13M | 0.03% | −5,888−28.5% | Reduced |
| Walleye Trading LLC | 14,789 | $1.14M | 0.02% | +14,782+211,171.4% | Added |
| Moody National Bank Trust Division | 14,808 | $1.14M | 0.12% | −1,063−6.7% | Reduced |
| Confluence Wealth Services, Inc. | 13,439 | $1.14M | 0.07% | −1,834−12.0% | Reduced |
| Fox Run Management, L.L.C. | 14,850 | $1.14M | 0.21% | +14,850 | New |
| Virtus ETF Advisers LLC | 15,038 | $1.16M | 0.47% | +15,038 | New |
| SRN Advisors, LLC | 15,070 | $1.16M | 1.03% | +9,500+170.6% | Added |
| Profund Advisors LLC | 15,213 | $1.17M | 0.04% | +200+1.3% | Added |
| Versor Investments LP | 15,295 | $1.18M | 0.20% | +15,295 | New |
| Ascent Group, LLC | 15,405 | $1.18M | 0.09% | +2,739+21.6% | Added |