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 | 1,769 | $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 |
|---|---|---|---|---|---|
| First Financial Corp | 1,047 | $87.8K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 1,052 | $88.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,053 | $88.3K | 0.00% | −35−3.2% | Reduced |
| Eastern Bank | 1,059 | $88.8K | 0.00% | −649−38.0% | Reduced |
| Crowley Wealth Management, Inc. | 1,082 | $90.7K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $92.3K | 0.05% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,117 | $93.6K | 0.03% | +1,117 | New |
| Addison Advisors LLC | 1,131 | $94.9K | 0.03% | +120+11.9% | Added |
| Richardson Financial Services Inc. | 1,135 | $95.2K | 0.07% | +100+9.7% | Added |
| 1620 Investment Advisors, Inc. | 1,209 | $101.4K | 0.08% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $102.4K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $102.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,303 | $109.3K | 0.04% | +131+11.2% | Added |
| Oakworth Capital, Inc. | 1,309 | $109.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,350 | $113.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,393 | $116.8K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,464 | $122.8K | 0.01% | −1,750−54.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,582 | $132.7K | 0.04% | +8+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,594 | $133.7K | 0.02% | −50−3.0% | Reduced |
| Signature Resources Capital Management, LLC | 1,600 | $134.2K | 0.12% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,628 | $136.0K | 0.02% | +121+8.0% | Added |
| Harbour Investments, Inc. | 1,627 | $136.5K | 0.00% | +395+32.1% | Added |
| Rowland & Co Investment Counsel | 1,678 | $140.7K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $142.6K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,736 | $145.6K | 0.02% | −5,355−75.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,777 | $149.0K | 0.07% | −163−8.4% | Reduced |
| CVA Family Office, LLC | 1,777 | $149.0K | 0.02% | +234+15.2% | Added |
| Hexagon Capital Partners LLC | 1,796 | $150.6K | 0.03% | +108+6.4% | Added |
| Evermay Wealth Management LLC | 1,797 | $150.7K | 0.02% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,800 | $151.0K | 0.10% | −200−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,847 | $154.9K | 0.03% | 00.0% | Unchanged |
| Ossiam | 1,875 | $157.3K | 0.00% | −59,937−97.0% | Reduced |
| Wayfinding Financial, LLC | 1,894 | $158.0K | 0.07% | +1,894 | New |
| Investors Research Corp | 1,894 | $158.8K | 0.03% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,896 | $159.0K | 0.05% | +6+0.3% | Added |
| Cetera Trust Company, N.A | 1,930 | $161.9K | 0.10% | 00.0% | Unchanged |
| Quest Partners LLC | 1,948 | $163.4K | 0.02% | −13,622−87.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,973 | $165.5K | 0.04% | −67−3.3% | Reduced |
| Vision Financial Markets LLC | 2,000 | $167.7K | 0.18% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $167.7K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $169.3K | 0.04% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,139 | $172.0K | 0.14% | +2,139 | New |
| Glen Eagle Advisors, LLC | 2,052 | $172.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 2,105 | $176.5K | 0.03% | −272−11.4% | Reduced |
| Cromwell Holdings LLC | 2,146 | $180.0K | 0.12% | +38+1.8% | Added |
| Sentry Investment Management LLC | 2,434 | $180.0K | 0.12% | +2,434 | New |
| Grove Bank & Trust | 2,200 | $184.5K | 0.02% | +1,421+182.4% | Added |
| Hanson & Doremus Investment Management | 2,202 | $185.0K | 0.03% | +600+37.5% | Added |
| Park Square Financial Group, LLC | 2,222 | $186.4K | 0.15% | +171+8.3% | Added |
| Resources Management Corp | 2,260 | $190.0K | 0.03% | +125+5.9% | Added |
| TD Capital Management LLC | 2,303 | $193.1K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,317 | $194.3K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,371 | $199.0K | 0.00% | +531+28.9% | Added |
| Gould Capital, LLC | 2,374 | $199.1K | 0.14% | −36,879−94.0% | Reduced |
| Tobam | 2,385 | $200.0K | 0.09% | −2,336−49.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,395 | $200.8K | 0.03% | +2,395 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $201.1K | 0.11% | +2,398 | New |
| Compass Wealth Management LLC | 2,400 | $201.3K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,400 | $201.3K | 0.03% | +2,400 | New |
| Alliance Wealth Management Group | 2,400 | $201.3K | 0.05% | +2,400 | New |
| Towercrest Capital Management | 2,400 | $201.3K | 0.04% | +2,400 | New |
| Cooper Financial Group | 2,408 | $202.0K | 0.03% | +2,408 | New |
| SlateStone Wealth, LLC | 2,422 | $203.0K | 0.02% | +2,422 | New |
| Clark Capital Management Group, Inc. | 2,421 | $203.0K | 0.00% | +2,421 | New |
| Maxele Advisors, LLC | 2,422 | $203.1K | 0.20% | +2,422 | New |
| Guardian Wealth Advisors, LLC | 2,434 | $204.1K | 0.02% | +2,434 | New |
| Baker Avenue Asset Management, LP | 2,443 | $204.9K | 0.01% | +2,443 | New |
| SBI Securities Co., Ltd. | 2,451 | $205.6K | 0.01% | +58+2.4% | Added |
| D'Orazio & Associates, Inc. | 2,461 | $206.4K | 0.03% | +2,461 | New |
| Court Place Advisors, LLC | 2,464 | $206.7K | 0.07% | +2,464 | New |
| Sentinus, LLC | 2,472 | $207.3K | 0.06% | +2,472 | New |
| Perpetual Ltd | 2,480 | $208.0K | 0.00% | −1,394−36.0% | Reduced |
| Enterprise Bank & Trust Co | 2,481 | $208.1K | 0.08% | +2,481 | New |
| Univest Financial Corp | 2,482 | $208.1K | 0.01% | −2,150−46.4% | Reduced |
| Sivia Capital Partners, LLC | 2,485 | $208.4K | 0.10% | +2,485 | New |
| Global Assets Advisory, LLC | 2,643 | $208.5K | 0.04% | +2,643 | New |
| Horan Capital Advisors, LLC. | 2,487 | $208.6K | 0.07% | +2,487 | New |
| David Loasby | 2,723 | $208.6K | 0.02% | +2,723 | New |
| Insigneo Advisory Services, LLC | 2,490 | $208.9K | 0.02% | −2,833−53.2% | Reduced |
| Koshinski Asset Management, Inc. | 2,493 | $209.1K | 0.02% | +2,493 | New |
| Wealth Management Associates, Inc. | 2,498 | $209.5K | 0.09% | +2,498 | New |
| Wellington Shields Capital Management, LLC | 2,500 | $209.7K | 0.04% | 00.0% | Unchanged |
| NBW Capital LLC | 2,501 | $209.8K | 0.05% | +2,501 | New |
| Stock Yards Bank & Trust Co | 2,506 | $210.2K | 0.01% | −190−7.0% | Reduced |
| Aull & Monroe Investment Management Corp | 2,509 | $210.4K | 0.10% | +2,509 | New |
| Caliber Wealth Management, LLC | 2,515 | $210.9K | 0.03% | +2,515 | New |
| Davis R M Inc | 2,532 | $212.4K | 0.00% | +2,532 | New |
| WealthShield Partners, LLC | 2,533 | $212.4K | 0.03% | −339−11.8% | Reduced |
| Barnes Wealth Management Group, Inc | 2,534 | $212.5K | 0.14% | +2,534 | New |
| W Advisors, LLC | 2,534 | $212.5K | 0.13% | +2,534 | New |
| Wealth Management Strategies, Inc. | 2,540 | $213.0K | 0.14% | +2,540 | New |
| Macroview Investment Management LLC | 2,550 | $213.9K | 0.20% | +2,550 | New |
| CRA Financial Services, LLC | 2,551 | $213.9K | 0.04% | +2,551 | New |
| Bell Investment Advisors, Inc | 2,554 | $214.2K | 0.04% | +7+0.3% | Added |
| Leonteq Securities AG | 2,560 | $214.4K | 0.02% | +916+55.7% | Added |
| Nwam LLC | 2,557 | $214.5K | 0.02% | −844−24.8% | Reduced |
| Leavell Investment Management, Inc. | 2,560 | $214.7K | 0.01% | −93−3.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,570 | $215.5K | 0.15% | −35−1.3% | Reduced |
| Jackson Square Capital, LLC | 2,573 | $215.8K | 0.07% | +2,573 | New |
| Ridgecrest Wealth Partners, LLC | 2,584 | $216.7K | 0.11% | +2,584 | New |