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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 3,406 | $285.7K | 0.03% | 00.0% | Unchanged |
| Lincoln Capital Corp | 3,415 | $286.4K | 0.12% | −585−14.6% | Reduced |
| Yeomans Consulting Group, Inc. | 3,416 | $286.5K | 0.11% | +3,416 | New |
| Mystic Asset Management, Inc. | 3,423 | $287.1K | 0.08% | −71−2.0% | Reduced |
| Alta Advisers Ltd | 3,424 | $287.2K | 0.12% | +3,424 | New |
| Williamson Legacy Group, LLC | 3,427 | $287.4K | 0.27% | +3,427 | New |
| SMART Wealth LLC | 3,431 | $287.7K | 0.10% | +3,431 | New |
| Maia Wealth LLC | 3,719 | $288.3K | 0.07% | +256+7.4% | Added |
| Relyea Zuckerberg Hanson LLC | 3,442 | $288.6K | 0.04% | +158+4.8% | Added |
| Steel Peak Wealth Management LLC | 3,456 | $289.9K | 0.01% | −56,898−94.3% | Reduced |
| Drive Wealth Management, LLC | 3,457 | $290.0K | 0.07% | −58−1.7% | Reduced |
| Central Trust Co | 3,465 | $290.6K | 0.01% | +84+2.5% | Added |
| Clark Financial Services Group Inc | 3,466 | $290.7K | 0.20% | +801+30.1% | Added |
| Longboard Asset Management, LP | 3,474 | $291.4K | 0.86% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,490 | $292.7K | 0.03% | −360−9.4% | Reduced |
| Bank of Hawaii | 3,500 | $293.5K | 0.02% | +300+9.4% | Added |
| Integrated Advisors Network LLC | 3,515 | $294.8K | 0.01% | −366−9.4% | Reduced |
| TD Private Client Wealth LLC | 3,516 | $294.9K | 0.01% | +1,261+55.9% | Added |
| Keel Point, LLC | 3,517 | $295.0K | 0.02% | +749+27.1% | Added |
| Hudock, Inc. | 3,524 | $295.6K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,531 | $296.1K | 0.03% | +3,531 | New |
| Meridian Wealth Management, LLC | 3,540 | $296.9K | 0.01% | +3,540 | New |
| Fidelis Capital Partners, LLC | 3,802 | $299.0K | 0.03% | +109+3.0% | Added |
| Boston Trust Walden Corp | 3,574 | $299.8K | 0.00% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 3,601 | $302.0K | 0.22% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,614 | $303.1K | 0.05% | +3,614 | New |
| Interchange Capital Partners, LLC | 3,626 | $304.1K | 0.09% | +3,626 | New |
| Silver Oak Securities, Inc | 3,678 | $304.2K | 0.03% | −10−0.3% | Reduced |
| Prelude Capital Management, LLC | 3,637 | $305.0K | 0.03% | +288+8.6% | Added |
| Lindbrook Capital, LLC | 3,651 | $306.2K | 0.03% | +3+0.1% | Added |
| Brookwood Investment Group LLC | 3,653 | $306.4K | 0.05% | +3,653 | New |
| Lebenthal Global Advisors, LLC | 3,655 | $306.6K | 0.06% | −840−18.7% | Reduced |
| PDS Planning, Inc | 3,660 | $307.0K | 0.03% | +585+19.0% | Added |
| Parcion Private Wealth LLC | 3,664 | $307.3K | 0.03% | +1,012+38.2% | Added |
| BlackDiamond Wealth Management Inc. | 3,578 | $307.4K | 0.21% | +123+3.6% | Added |
| Meyer Handelman Co | 3,696 | $310.0K | 0.01% | −13−0.4% | Reduced |
| Welch Capital Partners LLC | 3,701 | $310.0K | 0.07% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,735 | $313.0K | 0.00% | −716−16.1% | Reduced |
| ICONIQ Capital, LLC | 3,738 | $313.5K | 0.01% | +609+19.5% | Added |
| Austin Private Wealth, LLC | 3,740 | $313.7K | 0.03% | +84+2.3% | Added |
| MBB Public Markets I LLC | 3,771 | $316.3K | 0.04% | +3,771 | New |
| Capital Investment Advisors, LLC | 3,774 | $316.5K | 0.01% | +962+34.2% | Added |
| NewEdge Wealth, LLC | 3,775 | $316.6K | 0.01% | +3,775 | New |
| FDx Advisors, Inc. | 3,813 | $320.0K | 0.10% | −1,210−24.1% | Reduced |
| Baader Bank INC | 3,877 | $321.4K | 0.03% | +197+5.4% | Added |
| Accredited Investors Inc. | 3,835 | $321.6K | 0.02% | +331+9.4% | Added |
| Invesco, LLC | 3,835 | $321.7K | 0.13% | +1,177+44.3% | Added |
| Portfolio Design Labs, LLC | 3,849 | $322.8K | 0.07% | +530+16.0% | Added |
| GM Advisory Group, Inc. | 3,867 | $324.3K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 3,880 | $325.4K | 0.02% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,897 | $326.8K | 0.26% | −125−3.1% | Reduced |
| Columbus Macro, LLC | 3,902 | $327.2K | 0.04% | −166−4.1% | Reduced |
| Evercore Wealth Management, LLC | 3,913 | $328.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,920 | $328.8K | 0.14% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 3,938 | $330.3K | 0.08% | +30+0.8% | Added |
| Transcend Wealth Collective, LLC | 3,948 | $331.1K | 0.02% | +274+7.5% | Added |
| Chicago Partners Investment Group LLC | 3,948 | $331.4K | 0.01% | +3,948 | New |
| Quent Capital, LLC | 3,967 | $332.7K | 0.03% | +38+1.0% | Added |
| Daymark Wealth Partners, LLC | 3,990 | $334.7K | 0.01% | +165+4.3% | Added |
| Rbo & Co LLC | 4,000 | $335.5K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,001 | $335.6K | 0.03% | −2,638−39.7% | Reduced |
| Monticello Wealth Management, LLC | 4,002 | $335.6K | 0.03% | +2+0.1% | Added |
| Hickory Point Bank & Trust | 4,007 | $336.1K | 0.30% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 4,020 | $337.2K | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,030 | $338.0K | 0.12% | +65+1.6% | Added |
| Radnor Capital Management, LLC | 4,045 | $339.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,065 | $340.9K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 4,094 | $343.4K | 0.04% | −1,294−24.0% | Reduced |
| Cambria Investment Management, L.P. | 4,095 | $343.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,131 | $346.0K | 0.00% | −530−11.4% | Reduced |
| Caxton Associates LLP | 4,153 | $348.3K | 0.01% | +4,153 | New |
| Burns Matteson Capital Management, LLC | 4,166 | $349.4K | 0.19% | +973+30.5% | Added |
| Sepio Capital, LP | 4,169 | $349.7K | 0.03% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,170 | $349.7K | 0.01% | −561−11.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,172 | $349.9K | 0.04% | +5+0.1% | Added |
| Financial Counselors Inc | 4,173 | $350.0K | 0.01% | −87−2.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,184 | $350.9K | 0.03% | +95+2.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 4,186 | $351.1K | 0.01% | +1,284+44.2% | Added |
| Claro Advisors LLC | 4,207 | $352.8K | 0.05% | +269+6.8% | Added |
| JFS Wealth Advisors, LLC | 4,211 | $353.2K | 0.02% | +12+0.3% | Added |
| Fiduciary Group LLC | 4,221 | $354.0K | 0.04% | −46−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $354.4K | 0.00% | −3,125−42.5% | Reduced |
| 1858 Wealth Management, LLC | 4,226 | $354.4K | 0.30% | +243+6.1% | Added |
| Clear Creek Financial Management, LLC | 4,226 | $354.5K | 0.04% | −787−15.7% | Reduced |
| Hofer & Associates. Inc | 4,258 | $357.1K | 0.24% | +16+0.4% | Added |
| Wilson & Boucher Capital Management, LLC | 4,265 | $357.7K | 0.27% | −200−4.5% | Reduced |
| Howard Capital Management Inc. | 4,278 | $358.8K | 0.01% | −658−13.3% | Reduced |
| Hickory Asset Management, Inc. | 4,280 | $359.0K | 0.32% | −40−0.9% | Reduced |
| Mach-1 Financial Group, Inc. | 4,303 | $360.9K | 0.11% | +4,303 | New |
| Groupe la Francaise | 4,292 | $362.6K | 0.01% | −464−9.8% | Reduced |
| Cable Hill Partners, LLC | 4,492 | $363.3K | 0.04% | +34+0.8% | Added |
| Clearstead Advisors, LLC | 4,339 | $363.9K | 0.01% | −4,291−49.7% | Reduced |
| My Legacy Advisors, LLC | 4,366 | $366.2K | 0.14% | +283+6.9% | Added |
| Bruce G. Allen Investments, LLC | 4,366 | $366.2K | 0.29% | +88+2.1% | Added |
| O'Brien Greene & Co. Inc | 4,391 | $368.3K | 0.12% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $369.4K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,414 | $370.2K | 0.00% | +2,535+134.9% | Added |
| Tradewinds Capital Management, LLC | 4,439 | $372.3K | 0.10% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,440 | $372.4K | 0.03% | +40+0.9% | Added |
| Freestone Capital Holdings, LLC | 4,470 | $374.9K | 0.01% | +31+0.7% | Added |