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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 29,341 | $2.46M | 0.06% | +6,460+28.2% | Added |
| Gotham Asset Management, LLC | 29,416 | $2.47M | 0.02% | +714+2.5% | Added |
| Borer Denton & Associates, Inc. | 29,609 | $2.48M | 0.88% | +600+2.1% | Added |
| Edgewood Management LLC | 29,704 | $2.49M | 0.01% | 00.0% | Unchanged |
| Twin Capital Management Inc | 29,716 | $2.49M | 0.29% | −315−1.0% | Reduced |
| Woodstock Corp | 29,747 | $2.49M | 0.25% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 32,143 | $2.50M | 1.53% | +32,143 | New |
| HB Wealth Management, LLC | 29,849 | $2.50M | 0.02% | +11,034+58.6% | Added |
| Garrett Investment Advisors LLC | 29,868 | $2.51M | 0.25% | −4,396−12.8% | Reduced |
| E. Ohman J:or Asset Management AB | 30,003 | $2.52M | 0.07% | −4,800−13.8% | Reduced |
| Marietta Investment Partners LLC | 30,051 | $2.52M | 0.61% | +25,050+500.9% | Added |
| Peapack Gladstone Financial Corp | 30,084 | $2.52M | 0.04% | +2,505+9.1% | Added |
| TownSquare Capital, LLC | 30,272 | $2.54M | 0.03% | +728+2.5% | Added |
| Johnson Investment Counsel Inc | 30,345 | $2.55M | 0.02% | −1,064−3.4% | Reduced |
| Genus Capital Management Inc. | 30,510 | $2.56M | 0.37% | +30,510 | New |
| Granite Group Advisors, LLC | 30,537 | $2.56M | 1.78% | −8,361−21.5% | Reduced |
| Commerce Bank | 30,923 | $2.59M | 0.02% | +1,031+3.4% | Added |
| Louisbourg Investments Inc. | 43,523 | $2.63M | 0.71% | −590−1.3% | Reduced |
| Vivid Wealth Management, LLC | 31,413 | $2.63M | 1.32% | +2,216+7.6% | Added |
| Stephens Inc | 31,688 | $2.66M | 0.04% | −59,444−65.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 31,943 | $2.68M | 0.05% | −67−0.2% | Reduced |
| Vident Advisory, LLC | 31,956 | $2.68M | 0.04% | −20,474−39.1% | Reduced |
| Banque Cantonale Vaudoise | 32,027 | $2.69M | 0.12% | +32,027 | New |
| United Capital Financial Advisers, LLC | 32,130 | $2.69M | 0.02% | +794+2.5% | Added |
| Dean Capital Management | 32,339 | $2.71M | 1.18% | +723+2.3% | Added |
| McKinley Carter Wealth Services, Inc. | 32,477 | $2.72M | 0.17% | +1,712+5.6% | Added |
| Aft, Forsyth & Sober, LLC | 32,500 | $2.73M | 0.95% | +250+0.8% | Added |
| Baxter Bros Inc | 32,862 | $2.76M | 0.36% | −3,129−8.7% | Reduced |
| Everence Capital Management Inc | 32,984 | $2.77M | 0.19% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 33,203 | $2.78M | 0.11% | −871−2.6% | Reduced |
| Allstate Corp | 33,599 | $2.82M | 0.08% | +12,024+55.7% | Added |
| Silvercrest Asset Management Group LLC | 33,615 | $2.82M | 0.02% | +661+2.0% | Added |
| Maryland State Retirement & Pension System | 33,650 | $2.82M | 0.07% | −5,812−14.7% | Reduced |
| First Manhattan Co | 33,698 | $2.83M | 0.01% | 00.0% | Unchanged |
| Delta Capital Management LLC | 33,785 | $2.83M | 1.64% | −1,150−3.3% | Reduced |
| New Mexico Educational Retirement Board | 33,960 | $2.85M | 0.10% | −1,200−3.4% | Reduced |
| Brinker Capital Investments, LLC | 34,184 | $2.87M | 0.03% | +2,106+6.6% | Added |
| Orion Portfolio Solutions, LLC | 34,184 | $2.87M | 0.03% | +2,106+6.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,197 | $2.87M | 0.01% | +34,197 | New |
| Evelyn Partners Investment Management LLP | 34,415 | $2.89M | 0.10% | +33,500+3,661.2% | Added |
| Colony Group, LLC | 34,424 | $2.89M | 0.01% | +581+1.7% | Added |
| LGT Fund Management Co Ltd. | 34,554 | $2.90M | 0.26% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 34,657 | $2.91M | 0.13% | +1,100+3.3% | Added |
| Northstar Advisory Group, LLC | 34,675 | $2.91M | 1.90% | +34,675 | New |
| Concurrent Investment Advisors, LLC | 35,062 | $2.94M | 0.07% | −5,694−14.0% | Reduced |
| Aspen Grove Capital, LLC | 35,126 | $2.95M | 0.57% | +58+0.2% | Added |
| Falcon Wealth Planning | 35,547 | $2.98M | 0.33% | +43+0.1% | Added |
| Boston Private Wealth LLC | 35,862 | $3.01M | 0.12% | −9,288−20.6% | Reduced |
| Gladstone Institutional Advisory LLC | 35,976 | $3.02M | 0.14% | +19,322+116.0% | Added |
| CSM Advisors, LLC | 36,083 | $3.03M | 0.17% | −75,135−67.6% | Reduced |
| Family Management Corp | 36,146 | $3.03M | 0.50% | +1,178+3.4% | Added |
| Trilogy Capital Inc. | 36,258 | $3.04M | 0.16% | −3,747−9.4% | Reduced |
| Callan Family Office, LLC | 36,296 | $3.04M | 0.23% | −2,113−5.5% | Reduced |
| Convergence Investment Partners, LLC | 36,385 | $3.05M | 0.84% | −323−0.9% | Reduced |
| Edgestream Partners, L.P. | 36,393 | $3.05M | 0.10% | +1,463+4.2% | Added |
| Intrinsic Value Partners, LLC | 36,934 | $3.10M | 3.06% | −2,097−5.4% | Reduced |
| Clearbridge Investments, LLC | 36,956 | $3.10M | 0.00% | −900−2.4% | Reduced |
| Moors & Cabot, Inc. | 36,970 | $3.10M | 0.16% | +1,310+3.7% | Added |
| Oppenheimer & Co Inc | 37,089 | $3.11M | 0.05% | +2,553+7.4% | Added |
| Graphene Investments SAS | 37,600 | $3.15M | 2.30% | −5,000−11.7% | Reduced |
| Lido Advisors, LLC | 37,746 | $3.17M | 0.02% | +3,303+9.6% | Added |
| Norinchukin Bank, The | 37,829 | $3.17M | 0.06% | +4,749+14.4% | Added |
| Vinva Investment Management Ltd | 38,383 | $3.17M | 0.13% | +570+1.5% | Added |
| Teamwork Financial Advisors, LLC | 37,929 | $3.18M | 0.44% | +945+2.6% | Added |
| Securian Asset Management, Inc | 38,016 | $3.19M | 0.10% | −1,061−2.7% | Reduced |
| Engineers Gate Manager LP | 38,249 | $3.21M | 0.05% | +7,491+24.4% | Added |
| Louisiana State Employees Retirement System | 38,600 | $3.24M | 0.06% | −500−1.3% | Reduced |
| Allianz SE | 38,867 | $3.26M | 0.09% | 00.0% | Unchanged |
| Forte Capital LLC | 39,006 | $3.27M | 0.39% | +84+0.2% | Added |
| Congress Wealth Management LLC | 39,166 | $3.29M | 0.04% | +191+0.5% | Added |
| Alpine Woods Capital Investors, LLC | 39,227 | $3.29M | 0.83% | −43,147−52.4% | Reduced |
| Elo Mutual Pension Insurance Co | 39,799 | $3.34M | 0.07% | −35,417−47.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 39,896 | $3.35M | 0.13% | +6,873+20.8% | Added |
| VestGen Advisors, LLC | 39,923 | $3.35M | 0.15% | +39,923 | New |
| Great Lakes Advisors, LLC | 39,976 | $3.35M | 0.03% | +1,242+3.2% | Added |
| D L Carlson Investment Group Inc | 39,987 | $3.35M | 0.64% | −410−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 40,045 | $3.36M | 0.09% | +21,609+117.2% | Added |
| King Luther Capital Management Corp | 40,069 | $3.36M | 0.02% | −200−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 40,128 | $3.37M | 0.04% | −2,847−6.6% | Reduced |
| Gulf International Bank (UK) Ltd | 40,729 | $3.42M | 0.12% | −17,113−29.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 40,945 | $3.43M | 1.46% | −1,260−3.0% | Reduced |
| Alerus Financial NA | 41,243 | $3.46M | 0.28% | +21,677+110.8% | Added |
| SCS Capital Management LLC | 41,816 | $3.51M | 0.04% | +41,816 | New |
| Ieq Capital, LLC | 41,893 | $3.51M | 0.03% | +8,464+25.3% | Added |
| CWA Asset Management Group, LLC | 42,159 | $3.54M | 0.17% | +3,148+8.1% | Added |
| Diversified Trust Co | 42,199 | $3.54M | 0.09% | −8,009−16.0% | Reduced |
| Impax Asset Management Group plc | 42,510 | $3.57M | 0.02% | +1,462+3.6% | Added |
| AdvisorNet Financial, Inc | 43,082 | $3.61M | 0.27% | −1,725−3.8% | Reduced |
| Hartford Investment Management Co | 43,795 | $3.67M | 0.13% | −1,246−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 43,911 | $3.68M | 0.02% | −100,669−69.6% | Reduced |
| 1832 Asset Management L.P. | 44,659 | $3.75M | 0.01% | −10,569−19.1% | Reduced |
| Prosperity Consulting Group, LLC | 45,072 | $3.78M | 0.29% | +5,165+12.9% | Added |
| Atomi Financial Group, Inc. | 45,123 | $3.78M | 0.17% | +35,761+382.0% | Added |
| Pensionmark Financial Group, LLC | 45,254 | $3.80M | 0.10% | +3,421+8.2% | Added |
| FORA Capital, LLC | 45,468 | $3.81M | 0.39% | +40,490+813.4% | Added |
| RSM US Wealth Management LLC | 45,595 | $3.82M | 0.06% | −7,318−13.8% | Reduced |
| Archford Capital Strategies, LLC | 45,672 | $3.83M | 0.56% | +45,672 | New |
| Graham Capital Management, L.P. | 45,960 | $3.85M | 0.12% | +45,960 | New |
| Sit Investment Associates Inc | 45,960 | $3.85M | 0.09% | −11,350−19.8% | Reduced |
| Alpha Omega Wealth Management LLC | 46,207 | $3.88M | 0.74% | −8,548−15.6% | Reduced |