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 |
|---|---|---|---|---|---|
| Arnhold LLC | 2,594 | $217.6K | 0.02% | +2,594 | New |
| WoodTrust Financial Corp | 2,602 | $218.0K | 0.03% | +2,602 | New |
| Marble Harbor Investment Counsel, LLC | 2,600 | $218.1K | 0.02% | +2,600 | New |
| Washington Trust Advisors, Inc. | 2,604 | $218.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,611 | $219.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 2,617 | $219.5K | 0.03% | +256+10.8% | Added |
| Angeles Wealth Management, LLC | 2,634 | $220.9K | 0.02% | +4+0.2% | Added |
| Aprio Wealth Management, LLC | 2,637 | $221.2K | 0.03% | +2,637 | New |
| Signature Estate & Investment Advisors LLC | 2,648 | $222.1K | 0.01% | +2,648 | New |
| Two Sigma Securities, LLC | 2,656 | $222.8K | 0.03% | +2,656 | New |
| Pettyjohn, Wood & White, Inc | 2,657 | $222.8K | 0.04% | +2,657 | New |
| Magnolia Capital Management Ltd | 2,657 | $223.0K | 0.19% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,664 | $223.4K | 0.01% | +2,664 | New |
| Wealthcare Advisory Partners LLC | 2,680 | $224.7K | 0.01% | +38+1.4% | Added |
| Crews Bank & Trust | 2,683 | $225.0K | 0.04% | −233−8.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,695 | $226.0K | 0.02% | +3+0.1% | Added |
| Parkside Financial Bank & Trust | 2,699 | $226.4K | 0.03% | +36+1.4% | Added |
| ASB Consultores, LLC | 2,707 | $227.0K | 0.15% | −481−15.1% | Reduced |
| Arete Wealth Advisors, LLC | 2,715 | $228.0K | 0.02% | +2,715 | New |
| TFB Advisors LLC | 2,725 | $228.5K | 0.07% | −31−1.1% | Reduced |
| Larson Financial Group LLC | 2,729 | $228.8K | 0.01% | +601+28.2% | Added |
| Independent Financial Group, LLC | 2,744 | $230.2K | 0.01% | −136−4.7% | Reduced |
| Stockman Wealth Management, Inc. | 2,750 | $230.6K | 0.03% | 00.0% | Unchanged |
| Retirement Planning Group | 2,756 | $231.1K | 0.01% | +29+1.1% | Added |
| Chemistry Wealth Management LLC | 2,762 | $231.6K | 0.05% | +97+3.6% | Added |
| Strategic Blueprint, LLC | 2,780 | $233.2K | 0.01% | +2,780 | New |
| St Germain D J Co Inc | 2,808 | $235.5K | 0.01% | −119−4.1% | Reduced |
| Abundance Wealth Counselors | 2,817 | $236.0K | 0.05% | −323−10.3% | Reduced |
| Plancorp, LLC | 2,819 | $236.4K | 0.01% | +2,819 | New |
| Verity Asset Management, Inc. | 2,821 | $236.6K | 0.10% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,823 | $236.8K | 0.01% | −4,448−61.2% | Reduced |
| Southeast Asset Advisors Inc. | 2,824 | $236.8K | 0.03% | +2,824 | New |
| Obsidian Personal Planning Solutions LLC | 2,946 | $236.9K | 0.11% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,825 | $236.9K | 0.05% | −157−5.3% | Reduced |
| Chemung Canal Trust Co | 2,829 | $237.3K | 0.05% | −65−2.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,829 | $238.3K | 0.01% | −1,330−32.0% | Reduced |
| Wealth Alliance | 2,842 | $238.3K | 0.03% | +2,842 | New |
| Fiduciary Financial Group, LLC | 3,124 | $239.3K | 0.05% | −3,264−51.1% | Reduced |
| PUREfi Wealth, LLC | 2,869 | $240.6K | 0.24% | −341−10.6% | Reduced |
| Napatree Capital LLC | 2,885 | $242.0K | 0.14% | +169+6.2% | Added |
| Kera Capital Partners, Inc. | 2,887 | $242.1K | 0.07% | +260+9.9% | Added |
| Hengehold Capital Management LLC | 2,892 | $242.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,897 | $243.0K | 0.01% | +191+7.1% | Added |
| Sage Capital Management, LLC | 2,909 | $243.9K | 0.13% | +10.0% | Added |
| CFS Investment Advisory Services, LLC | 2,907 | $244.0K | 0.02% | −5−0.2% | Reduced |
| Revolve Wealth Partners, LLC | 2,936 | $246.2K | 0.04% | +78+2.7% | Added |
| Matisse Capital | 2,940 | $246.6K | 0.13% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,940 | $246.6K | 0.04% | +2,940 | New |
| North Star Investment Management Corp. | 2,944 | $246.9K | 0.02% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,946 | $247.1K | 0.01% | +10.0% | Added |
| Dixon Fnancial Services, Inc. | 2,947 | $247.2K | 0.13% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 2,980 | $249.5K | 0.01% | −214−6.7% | Reduced |
| Marco Investment Management LLC | 3,000 | $251.6K | 0.02% | −400−11.8% | Reduced |
| Oliver Luxxe Assets LLC | 3,018 | $253.1K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,032 | $254.3K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,211 | $256.6K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,238 | $256.9K | 0.01% | +3,238 | New |
| TCG Advisory Services, LLC | 3,073 | $257.8K | 0.01% | −27−0.9% | Reduced |
| Massachusetts Financial Services Co | 3,079 | $258.2K | 0.00% | +346+12.7% | Added |
| Bright Futures Wealth Management, LLC. | 3,500 | $259.1K | 0.28% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 3,092 | $259.3K | 0.06% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,099 | $259.9K | 0.05% | +201+6.9% | Added |
| Ironwood Investment Counsel, LLC | 3,107 | $260.7K | 0.05% | +7+0.2% | Added |
| Battery Global Advisors, LLC | 3,112 | $261.0K | 0.15% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 3,119 | $261.6K | 0.09% | +11+0.4% | Added |
| Bullock Wealth Management Group | 3,125 | $261.8K | 0.15% | +56+1.8% | Added |
| Stablepoint Partners, LLC | 3,123 | $261.9K | 0.05% | −68−2.1% | Reduced |
| Haverford Trust Co | 3,133 | $262.8K | 0.00% | +130+4.3% | Added |
| Oregon Pacific Wealth Management, LLC | 3,143 | $263.6K | 0.26% | +292+10.2% | Added |
| Continuum Advisory, LLC | 3,144 | $263.7K | 0.03% | +785+33.3% | Added |
| Means Investment Co., Inc. | 3,148 | $264.0K | 0.03% | +4+0.1% | Added |
| Bridgewater Advisors Inc. | 3,308 | $264.8K | 0.02% | +3,308 | New |
| EverSource Wealth Advisors, LLC | 3,165 | $265.4K | 0.01% | +1,870+144.4% | Added |
| Quotient Wealth Partners, LLC | 3,171 | $266.0K | 0.01% | +141+4.7% | Added |
| Capital Analysts, LLC | 3,198 | $268.0K | 0.01% | −119−3.6% | Reduced |
| Mechanics Financial Corp | 3,200 | $268.4K | 0.12% | +1,200+60.0% | Added |
| Fairview Capital Investment Management, LLC | 3,207 | $269.0K | 0.01% | −100−3.0% | Reduced |
| First Bank & Trust | 3,208 | $269.1K | 0.05% | −33−1.0% | Reduced |
| Kennebec Savings Bank | 3,215 | $269.6K | 0.29% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,226 | $270.6K | 0.03% | −812−20.1% | Reduced |
| Essex Savings Bank | 3,236 | $271.4K | 0.07% | +43+1.3% | Added |
| Alteri Wealth LLC | 3,239 | $271.6K | 0.12% | +3,239 | New |
| MV Capital Management, Inc. | 3,254 | $272.9K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,258 | $273.3K | 0.01% | +366+12.7% | Added |
| Linscomb & Williams, Inc. | 3,261 | $273.5K | 0.01% | +424+14.9% | Added |
| HBK Sorce Advisory LLC | 3,270 | $274.2K | 0.01% | +7+0.2% | Added |
| Csenge Advisory Group | 3,617 | $276.1K | 0.02% | +198+5.8% | Added |
| Novem Group | 3,293 | $276.1K | 0.04% | +901+37.7% | Added |
| GTS Securities LLC | 3,302 | $276.9K | 0.01% | −7,110−68.3% | Reduced |
| Sandbox Financial Partners, LLC | 3,309 | $277.5K | 0.10% | +8+0.2% | Added |
| Exencial Wealth Advisors, LLC | 3,313 | $277.9K | 0.01% | +83+2.6% | Added |
| Ledyard National Bank | 3,371 | $282.7K | 0.03% | +11+0.3% | Added |
| Optas, LLC | 3,375 | $283.1K | 0.05% | +172+5.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,379 | $283.4K | 0.05% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,379 | $283.4K | 0.05% | +20+0.6% | Added |
| MinichMacGregor Wealth Management, LLC | 3,384 | $283.8K | 0.06% | +3,384 | New |
| Howard Capital Management Group, LLC | 3,387 | $284.1K | 0.02% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,392 | $284.5K | 0.13% | −260−7.1% | Reduced |
| Regatta Capital Group, LLC | 3,392 | $284.5K | 0.06% | −23−0.7% | Reduced |
| Meridian Investment Counsel Inc. | 3,400 | $285.2K | 0.08% | −400−10.5% | Reduced |