Bank of New York Mellon Corp

BNY

Exchange: NYSE
Industry: State Commercial Banks
SEC CIK: 0001390777

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Bank of New York Mellon Corp as of Mar 31, 2025. 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: 1,505; +80 vs. Q4 2024
Shares held: 619.5M; +8.28M (+1.4%) vs. Q4 2024
Total value: $51.9B; +$4.93B (+10.5%) vs. Q4 2024
New holders: 169; 532 more added
Sold out: 89; 556 more reduced

17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 1,505 institutions

Value heldQ1 2025: $51.9B

Institutions holding BNY and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q4 2024.

Institutions holding BNY in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Robinson Value Management, Ltd.	1	$42	0.00%	−20,406−100.0%	Reduced
Banque Transatlantique SA	1	$84	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	1,030	$232	0.00%	+125+13.8%	Added
MJT & Associates Financial Advisory Group, Inc.	3	$252	0.00%	+3	New
GoalVest Advisory LLC	5	$419	0.00%	+5	New
Puff Wealth Management, LLC	5	$422	0.00%	+5	New
Wood Tarver Financial Group, LLC	7	$588	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	8	$652	0.00%	+8	New
Transce3nd, LLC	9	$755	0.00%	−415−97.9%	Reduced
HFM Investment Advisors, LLC	9	$755	0.00%	+9	New
Chesapeake Asset Management LLC	10	$838	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	10	$839	0.00%	+10	New
Aspect Partners, LLC	11	$922	0.00%	+6+120.0%	Added
Parkworth Wealth Management, Inc.	11	$923	0.00%	+1+10.0%	Added
American Capital Advisory, LLC	11	$923	0.00%	+11	New
Contravisory Investment Management, Inc.	14	$1.17K	0.00%	00.0%	Unchanged
Key Financial Inc	14	$1.17K	0.00%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	14	$1.17K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	15	$1.26K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	15	$1.26K	0.00%	00.0%	Unchanged
Horizon Financial Services, LLC	16	$1.34K	0.00%	+16	New
JDM Financial Group LLC	17	$1.43K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	18	$1.51K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$1.68K	0.00%	+20	New
Core Alternative Capital	22	$1.84K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	22	$1.84K	0.00%	+7+46.7%	Added
Riggs Asset Managment Co. Inc.	23	$1.93K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	24	$2.01K	0.00%	+24	New
Winnow Wealth LLC	25	$2.03K	0.00%	+8+47.1%	Added
Principia Wealth Advisory, LLC	26	$2.06K	0.00%	+10+62.5%	Added
WealthCollab, LLC	25	$2.10K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	25	$2.10K	0.00%	+25	New
Financial Network Wealth Advisors LLC	26	$2.18K	0.00%	+26	New
Bernard Wealth Management Corp.	33	$2.77K	0.00%	+33	New
NVWM, LLC	34	$2.85K	0.00%	+15+78.9%	Added
Vermillion Wealth Management, Inc.	36	$3.02K	0.00%	00.0%	Unchanged
Creative Capital Management Investments LLC	36	$3.02K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	36	$3.02K	0.00%	+36	New
Asset Planning,Inc	37	$3.10K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	44	$3.69K	0.00%	−10−18.5%	Reduced
Rakuten Securities, Inc.	44	$3.69K	0.00%	+35+388.9%	Added
Salem Investment Counselors Inc	46	$3.86K	0.00%	00.0%	Unchanged
Clark Wealth Partners	49	$4.11K	0.00%	+3+6.5%	Added
MorganRosel Wealth Management, LLC	50	$4.19K	0.00%	+50	New
Dogwood Wealth Management LLC	50	$4.19K	0.00%	+50	New
Glass Jacobson Investment Advisors llc	57	$4.38K	0.00%	00.0%	Unchanged
ESL Trust Services, LLC	53	$4.45K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	56	$4.70K	0.01%	+56	New
Park Place Capital Corp	59	$4.95K	0.00%	+25+73.5%	Added
Kayne Anderson Rudnick Investment Management LLC	60	$5.07K	0.00%	−40−40.0%	Reduced
Abound Wealth Management	65	$5.45K	0.00%	−68−51.1%	Reduced
Sierra Ocean, LLC	70	$5.88K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	71	$5.96K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	75	$6.29K	0.00%	00.0%	Unchanged
WealthTrak Capital Management LLC	75	$6.29K	0.01%	+40+114.3%	Added
High Note Wealth, LLC	76	$6.37K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	78	$6.53K	0.00%	−42−35.0%	Reduced
Bogart Wealth, LLC	87	$7.30K	0.00%	+6+7.4%	Added
Truvestments Capital LLC	88	$7.38K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	89	$7.46K	0.01%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	94	$7.88K	0.00%	+94	New
Goodman Advisory Group, LLC	94	$7.88K	0.00%	+94	New
Compass Financial Services Inc	95	$7.97K	0.00%	+95	New
First PREMIER Bank	100	$8.00K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	99	$8.28K	0.00%	+99	New
Colonial Trust Advisors	100	$8.39K	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	100	$8.39K	0.00%	00.0%	Unchanged
Trust Co	102	$8.55K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	103	$8.64K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	105	$8.81K	0.00%	+100+2,000.0%	Added
Golden State Wealth Management, LLC	105	$8.84K	0.00%	−20−16.0%	Reduced
Bellevue Asset Management, LLC	108	$9.06K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	118	$9.90K	0.00%	+16+15.7%	Added
Nalls Sherbakoff Group, LLC	118	$9.90K	0.01%	+118	New
Community Bank, N.A.	125	$10.5K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	133	$11.1K	0.02%	+1+0.8%	Added
Missouri Trust & Investment Co	135	$11.3K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	136	$11.4K	0.00%	+56+70.0%	Added
Financial Freedom, LLC	140	$11.7K	0.01%	00.0%	Unchanged
Westend Capital Management, LLC	141	$11.8K	0.00%	00.0%	Unchanged
North Capital, Inc.	143	$12.0K	0.01%	+143	New
Avion Wealth	160	$12.0K	0.00%	00.0%	Unchanged
Harbor Capital Advisors, Inc.	142	$12.0K	0.00%	−4−2.7%	Reduced
Whipplewood Advisors, LLC	249	$12.2K	0.01%	+104+71.7%	Added
MCF Advisors LLC	148	$12.4K	0.00%	−153−50.8%	Reduced
Activest Wealth Management	151	$12.7K	0.00%	+144+2,057.1%	Added
Creative Financial Designs Inc	155	$13.0K	0.00%	+5+3.3%	Added
Westside Investment Management, Inc.	161	$13.5K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	164	$13.8K	0.01%	00.0%	Unchanged
Red Tortoise LLC	167	$14.0K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	168	$14.1K	0.00%	00.0%	Unchanged
Sachetta, LLC	172	$14.4K	0.01%	−15−8.0%	Reduced
Tortoise Investment Management, LLC	175	$14.7K	0.00%	00.0%	Unchanged
Luken Investment Analytics, LLC	184	$15.4K	0.01%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	187	$15.7K	0.01%	00.0%	Unchanged
Fairway Wealth LLC	195	$16.4K	0.01%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	200	$16.8K	0.01%	00.0%	Unchanged
Stephens Consulting, LLC	204	$17.1K	0.00%	−88−30.1%	Reduced
Atwood & Palmer Inc	210	$17.6K	0.00%	00.0%	Unchanged
Abound Financial, LLC	216	$18.1K	0.01%	+216	New