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
- 1,505
- +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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital A Wealth Management, LLC | 219 | $18.3K | 0.02% | +17+8.4% | Added |
| N.E.W. Advisory Services LLC | 220 | $18.5K | 0.00% | +220 | New |
| Silicon Valley Capital Partners | 231 | $19.1K | 0.00% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 236 | $19.8K | 0.00% | +50+26.9% | Added |
| Retirement Wealth Solutions LLC | 243 | $20.4K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 259 | $21.7K | 0.01% | +53+25.7% | Added |
| Spectrum Wealth Counsel, LLC | 277 | $23.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 277 | $23.2K | 0.00% | +1+0.4% | Added |
| Private Wealth Management Group, LLC | 279 | $23.4K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 282 | $23.7K | 0.13% | +282 | New |
| PFS Partners, LLC | 283 | $23.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 287 | $24.1K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 310 | $24.4K | 0.01% | +310 | New |
| Hazlett, Burt & Watson, Inc. | 298 | $25.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $25.2K | 0.00% | +300 | New |
| Opal Wealth Advisors, LLC | 302 | $25.3K | 0.01% | +302 | New |
| Stonebridge Financial Group, LLC | 306 | $25.7K | 0.00% | +6+2.0% | Added |
| Salomon & Ludwin, LLC | 307 | $25.7K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 319 | $26.8K | 0.01% | +319 | New |
| Parvin Asset Management, LLC | 322 | $27.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 333 | $27.9K | 0.01% | +2+0.6% | Added |
| GW&K Investment Management, LLC | 358 | $30.0K | 0.00% | −1−0.3% | Reduced |
| Bellwether Advisors, LLC | 360 | $30.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 392 | $30.5K | 0.01% | +196+100.0% | Added |
| NewSquare Capital LLC | 366 | $30.7K | 0.00% | +317+646.9% | Added |
| Orion Capital Management LLC | 380 | $31.9K | 0.01% | +380 | New |
| Capital Advisors, Ltd. LLC | 378 | $32.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 382 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 385 | $32.3K | 0.03% | +55+16.7% | Added |
| Caldwell Trust Co | 399 | $33.5K | 0.00% | −250−38.5% | Reduced |
| Slocum, Gordon & Co LLP | 400 | $33.5K | 0.02% | −100−20.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $33.5K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $33.5K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 409 | $34.0K | 0.02% | +409 | New |
| Bank of New Hampshire | 443 | $37.2K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 447 | $37.5K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 452 | $37.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 456 | $38.2K | 0.00% | +52+12.9% | Added |
| Wealth Preservation Advisors, LLC | 460 | $38.6K | 0.03% | +460 | New |
| Aventura Private Wealth, LLC | 461 | $38.7K | 0.02% | +68+17.3% | Added |
| Ogorek Anthony Joseph | 471 | $39.0K | 0.01% | +471 | New |
| Creekmur Asset Management LLC | 467 | $39.2K | 0.01% | +217+86.8% | Added |
| Rise Advisors, LLC | 469 | $39.3K | 0.02% | +138+41.7% | Added |
| WPG Advisers, LLC | 489 | $41.0K | 0.04% | +361+282.0% | Added |
| TruNorth Capital Management, LLC | 500 | $41.9K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $41.9K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 506 | $42.4K | 0.01% | +506 | New |
| Pflug Koory, LLC | 506 | $42.4K | 0.02% | −295−36.8% | Reduced |
| Centricity Wealth Management, LLC | 514 | $43.1K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 524 | $44.0K | 0.05% | −67−11.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 533 | $44.7K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 540 | $45.3K | 0.01% | +88+19.5% | Added |
| FSC Wealth Advisors, LLC | 543 | $45.5K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 547 | $46.0K | 0.00% | −4−0.7% | Reduced |
| Consultiva Wealth Management, Corp. | 549 | $46.0K | 0.16% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 550 | $46.1K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 553 | $46.4K | 0.01% | +492+806.6% | Added |
| First Command Advisory Services, Inc. | 554 | $46.5K | 0.00% | +7+1.3% | Added |
| Atlantic Trust, LLC | 579 | $48.6K | 0.01% | +38+7.0% | Added |
| REAP Financial Group, LLC | 593 | $49.8K | 0.01% | +198+50.1% | Added |
| Optimum Investment Advisors | 600 | $50.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 609 | $51.1K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 620 | $52.0K | 0.01% | +620 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 650 | $54.5K | 0.01% | −350−35.0% | Reduced |
| Zions Bancorporation, National Association | 664 | $55.7K | 0.00% | +664 | New |
| Kestra Investment Management, LLC | 672 | $56.4K | 0.00% | −667−49.8% | Reduced |
| Fortitude Family Office, LLC | 678 | $56.9K | 0.02% | −213−23.9% | Reduced |
| TFC Financial Management | 690 | $57.9K | 0.01% | +654+1,816.7% | Added |
| HHM Wealth Advisors, LLC | 696 | $58.4K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $58.7K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 700 | $58.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 701 | $58.8K | 0.02% | −161−18.7% | Reduced |
| West Paces Advisors Inc. | 707 | $59.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 711 | $59.6K | 0.01% | −42−5.6% | Reduced |
| Sandy Spring Bank | 716 | $60.1K | 0.00% | +57+8.6% | Added |
| Hartford Financial Management Inc. | 723 | $60.6K | 0.01% | +219+43.5% | Added |
| Cary Street Partner Investment Advisory LLC | 728 | $61.1K | 0.04% | +283+63.6% | Added |
| Smallwood Wealth Investment Management, LLC | 737 | $61.8K | 0.04% | +737 | New |
| Brown Brothers Harriman & Co | 746 | $62.6K | 0.00% | +349+87.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 750 | $62.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 750 | $62.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 754 | $63.0K | 0.00% | +2+0.3% | Added |
| Garde Capital, Inc. | 757 | $63.5K | 0.00% | +757 | New |
| Asset Dedication, LLC | 759 | $63.7K | 0.01% | +3+0.4% | Added |
| Covestor Ltd | 765 | $64.0K | 0.04% | −483−38.7% | Reduced |
| Silvant Capital Management LLC | 774 | $64.9K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 840 | $70.5K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 875 | $73.4K | 0.05% | −633−42.0% | Reduced |
| LRI Investments, LLC | 876 | $73.4K | 0.01% | −282−24.4% | Reduced |
| Sarver Vrooman Wealth Advisors | 893 | $74.9K | 0.05% | +893 | New |
| BOK Financial Private Wealth, Inc. | 896 | $75.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 914 | $76.7K | 0.03% | −1,004−52.3% | Reduced |
| Friedenthal Financial | 926 | $77.7K | 0.05% | +191+26.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 948 | $79.5K | 0.03% | +22+2.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 950 | $79.7K | 0.03% | +200+26.7% | Added |
| AllSquare Wealth Management LLC | 958 | $80.3K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $83.9K | 0.07% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $85.5K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,026 | $86.1K | 0.00% | +429+71.9% | Added |
| CoreCap Advisors, LLC | 1,031 | $86.5K | 0.00% | +289+38.9% | Added |