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, 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
- 1,504
- +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
- 531 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wilkins Investment Counsel Inc | 18,700 | $1.57M | 0.22% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 18,718 | $1.57M | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18,752 | $1.57M | 0.39% | +1,097+6.2% | Added |
| Hancock Whitney Corp | 18,756 | $1.57M | 0.05% | −135,703−87.9% | Reduced |
| Tocqueville Asset Management L.P. | 18,814 | $1.58M | 0.03% | −684−3.5% | Reduced |
| Gifford Fong Associates | 18,872 | $1.58M | 0.39% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 18,905 | $1.59M | 0.83% | +494+2.7% | Added |
| Klingenstein Fields & Co LP | 18,931 | $1.59M | 0.07% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 19,370 | $1.60M | 0.28% | −335−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,124 | $1.60M | 0.09% | −1,290−6.3% | Reduced |
| Meeder Advisory Services, Inc. | 19,146 | $1.61M | 0.10% | +2,118+12.4% | Added |
| Rothschild Investment LLC | 19,303 | $1.62M | 0.11% | −24−0.1% | Reduced |
| SNS Financial Group, LLC | 19,368 | $1.62M | 0.17% | −2,148−10.0% | Reduced |
| Ballentine Partners, LLC | 19,471 | $1.63M | 0.03% | −308−1.6% | Reduced |
| La Banque Postale Asset Management SA | 19,483 | $1.63M | 0.03% | −23,617−54.8% | Reduced |
| Anchor Investment Management, LLC | 19,531 | $1.64M | 0.15% | −429−2.1% | Reduced |
| Horizon Investments, LLC | 19,839 | $1.65M | 0.05% | +52+0.3% | Added |
| Tower Research Capital LLC (TRC) | 20,394 | $1.69M | 0.05% | −39,620−66.0% | Reduced |
| Cherokee Insurance Co | 20,230 | $1.70M | 0.75% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20,495 | $1.70M | 0.00% | +3,380+19.7% | Added |
| Element Pointe Advisors, LLC | 20,337 | $1.71M | 0.41% | −645−3.1% | Reduced |
| WCG Wealth Advisors LLC | 20,388 | $1.71M | 0.13% | −2,168−9.6% | Reduced |
| Forum Financial Management, LP | 20,499 | $1.72M | 0.03% | +20,499 | New |
| Cresset Asset Management, LLC | 20,662 | $1.73M | 0.01% | +521+2.6% | Added |
| Mount Lucas Management LP | 20,814 | $1.75M | 0.82% | +4,965+31.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,901 | $1.75M | 0.13% | −19,771−48.6% | Reduced |
| Dynamic Advisor Solutions LLC | 21,041 | $1.76M | 0.06% | +21,041 | New |
| Quadrant Capital Group LLC | 21,133 | $1.77M | 0.07% | +10,808+104.7% | Added |
| Signature Wealth Management Partners, LLC | 21,237 | $1.78M | 1.17% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 21,240 | $1.78M | 0.76% | +6,590+45.0% | Added |
| Schonfeld Strategic Advisors LLC | 21,329 | $1.79M | 0.01% | +5,872+38.0% | Added |
| Wynn Capital, LLC | 21,627 | $1.81M | 1.08% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 21,664 | $1.82M | 0.30% | −1,752−7.5% | Reduced |
| Natixis | 22,229 | $1.84M | 0.01% | −124,298−84.8% | Reduced |
| AIA Group Ltd | 22,044 | $1.85M | 0.05% | +1,020+4.9% | Added |
| Warren Averett Asset Management, LLC | 22,195 | $1.86M | 0.02% | +2,661+13.6% | Added |
| Kanawha Capital Management LLC | 22,211 | $1.86M | 0.14% | −361−1.6% | Reduced |
| Savant Capital, LLC | 22,542 | $1.89M | 0.02% | −27,191−54.7% | Reduced |
| Guggenheim Capital LLC | 22,569 | $1.89M | 0.02% | +3,539+18.6% | Added |
| Nomura Holdings Inc | 22,647 | $1.90M | 0.01% | −1,304−5.4% | Reduced |
| First National Trust Co | 22,670 | $1.90M | 0.08% | −200−0.9% | Reduced |
| Hudson Portfolio Management LLC | 22,775 | $1.91M | 1.83% | −690−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,826 | $1.91M | 0.03% | −259−1.1% | Reduced |
| Searle & Co. | 22,837 | $1.92M | 0.55% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 22,884 | $1.92M | 0.06% | +802+3.6% | Added |
| Verdence Capital Advisors LLC | 23,025 | $1.93M | 0.15% | −292−1.3% | Reduced |
| Tiaa Trust, National Association | 23,028 | $1.93M | 0.01% | +1,571+7.3% | Added |
| Premier Path Wealth Partners, LLC | 23,214 | $1.95M | 0.30% | +170+0.7% | Added |
| Logan Capital Management Inc | 23,221 | $1.95M | 0.09% | −4,661−16.7% | Reduced |
| Fiduciary Family Office, LLC | 23,303 | $1.95M | 0.65% | +23,303 | New |
| Tokio Marine Asset Management Co Ltd | 23,335 | $1.96M | 0.07% | 00.0% | Unchanged |
| Ascent Group, LLC | 23,477 | $1.97M | 0.08% | +8,072+52.4% | Added |
| Rodgers Brothers Inc. | 23,675 | $1.99M | 0.26% | −1,582−6.3% | Reduced |
| Allen Wealth Management, LLC | 23,772 | $1.99M | 1.37% | +10.0% | Added |
| Millennium Management LLC | 23,898 | $2.00M | 0.00% | −1,012,959−97.7% | Reduced |
| Blair William & Co | 23,912 | $2.01M | 0.01% | −693−2.8% | Reduced |
| Global Financial Private Client, LLC | 23,939 | $2.01M | 0.77% | −1,689−6.6% | Reduced |
| Live Oak Investment Partners | 24,031 | $2.02M | 1.59% | – | – |
| Meiji Yasuda Asset Management Co Ltd. | 24,054 | $2.02M | 0.08% | −1,360−5.4% | Reduced |
| Valley National Advisers Inc | 24,192 | $2.03M | 0.37% | −1,448−5.6% | Reduced |
| iA Global Asset Management Inc. | 24,320 | $2.04M | 0.04% | +904+3.9% | Added |
| Carret Asset Management, LLC | 24,350 | $2.04M | 0.23% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,553 | $2.06M | 0.02% | −823−3.2% | Reduced |
| Allworth Financial LP | 26,472 | $2.08M | 0.01% | −230−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 25,000 | $2.10M | 0.56% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 25,056 | $2.10M | 0.04% | +400+1.6% | Added |
| Western Financial Corp | 25,267 | $2.12M | 1.23% | +20,813+467.3% | Added |
| Advisory Services Network, LLC | 25,541 | $2.14M | 0.04% | −6,933−21.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,585 | $2.15M | 0.10% | +13,503+111.8% | Added |
| Sciencast Management LP | 25,805 | $2.16M | 0.50% | −13,736−34.7% | Reduced |
| Pitcairn Co | 25,841 | $2.17M | 0.13% | +30+0.1% | Added |
| Principal Securities, Inc. | 28,301 | $2.17M | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 26,136 | $2.19M | 0.13% | +470+1.8% | Added |
| Councilmark Asset Management, LLC | 26,194 | $2.20M | 1.48% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 26,202 | $2.20M | 0.56% | +711+2.8% | Added |
| Waratah Capital Advisors Ltd. | 26,317 | $2.21M | 0.15% | +26,317 | New |
| Ascent Wealth Partners, LLC | 26,358 | $2.21M | 0.30% | −50.0% | Reduced |
| Cobblestone Capital Advisors LLC | 26,363 | $2.21M | 0.12% | −200−0.8% | Reduced |
| Beck Mack & Oliver LLC | 26,468 | $2.22M | 0.04% | −531−2.0% | Reduced |
| PKS Advisory Services, LLC | 26,544 | $2.23M | 0.61% | +323+1.2% | Added |
| Apollon Wealth Management, LLC | 26,570 | $2.23M | 0.05% | +4,643+21.2% | Added |
| Bryn Mawr Trust Co | 26,647 | $2.23M | 0.04% | +362+1.4% | Added |
| Ofi Invest Asset Management | 29,073 | $2.26M | 0.06% | +335+1.2% | Added |
| Parallax Volatility Advisers, L.P. | 27,019 | $2.27M | 0.07% | +27,013+450,216.7% | Added |
| Abner Herrman & Brock LLC | 27,175 | $2.28M | 0.29% | 00.0% | Unchanged |
| Davis Capital Management | 27,311 | $2.29M | 1.83% | −2,177−7.4% | Reduced |
| Wolf Group Capital Advisors | 27,621 | $2.32M | 0.78% | −7,130−20.5% | Reduced |
| Cary Street Partners Financial LLC | 27,672 | $2.32M | 0.07% | +336+1.2% | Added |
| Bessemer Group Inc | 27,782 | $2.33M | 0.00% | −52,325−65.3% | Reduced |
| Argent Trust Co | 27,816 | $2.33M | 0.10% | +769+2.8% | Added |
| Inlet Private Wealth, LLC | 27,950 | $2.34M | 0.61% | −1,500−5.1% | Reduced |
| Carnegie Lake Advisors LLC | 28,017 | $2.35M | 0.95% | −1,974−6.6% | Reduced |
| Scotia Capital Inc. | 28,081 | $2.36M | 0.01% | +13,554+93.3% | Added |
| Morningstar Investment Services LLC | 28,472 | $2.39M | 0.44% | −28,384−49.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 27,032 | $2.40M | 0.13% | +27,032 | New |
| Thoroughbred Financial Services, LLC | 28,672 | $2.40M | 0.15% | +18,760+189.3% | Added |
| Greenleaf Trust | 29,085 | $2.44M | 0.02% | −55−0.2% | Reduced |
| Ritholtz Wealth Management | 29,170 | $2.45M | 0.07% | +236+0.8% | Added |
| Shilanski & Associates, Inc. | 29,221 | $2.45M | 0.76% | +20,988+254.9% | Added |
| Agf Management Ltd | 29,331 | $2.46M | 0.01% | −4,465−13.2% | Reduced |