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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 4,478 | $375.5K | 0.02% | −898−16.7% | Reduced |
| IFP Advisors, Inc | 4,480 | $375.7K | 0.01% | −716−13.8% | Reduced |
| Clarity Capital Partners LLC | 4,487 | $376.3K | 0.15% | −12−0.3% | Reduced |
| Avestar Capital, LLC | 4,496 | $377.1K | 0.04% | −513−10.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,496 | $377.1K | 0.03% | +10+0.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,510 | $378.3K | 0.11% | +4,510 | New |
| Dumont & Blake Investment Advisors LLC | 4,523 | $379.3K | 0.11% | −105−2.3% | Reduced |
| Machina Capital S.A.S. | 4,525 | $379.5K | 0.11% | −13,527−74.9% | Reduced |
| Petros Family Wealth, LLC | 4,550 | $381.6K | 0.42% | +432+10.5% | Added |
| Vista Investment Partners LLC | 4,558 | $382.3K | 0.12% | +4,558 | New |
| Simplicity Wealth,LLC | 4,562 | $382.6K | 0.03% | +285+6.7% | Added |
| City National Bank of Florida | 4,562 | $382.6K | 0.34% | +285+6.7% | Added |
| Mutual Advisors, LLC | 4,900 | $385.3K | 0.01% | +246+5.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,982 | $386.2K | 0.08% | +217+4.6% | Added |
| Martin Capital Advisors, LLP | 4,605 | $386.2K | 0.28% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,610 | $386.6K | 0.23% | −99−2.1% | Reduced |
| AdviceOne Advisory Services, LLC | 4,647 | $389.7K | 0.32% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 4,648 | $389.8K | 0.01% | −3,750−44.7% | Reduced |
| Genesee Capital Advisors, LLC | 4,662 | $391.0K | 0.20% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 4,673 | $391.9K | 0.00% | −1,640−26.0% | Reduced |
| Janney Capital Management LLC | 4,675 | $392.0K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,727 | $396.4K | 0.03% | −573−10.8% | Reduced |
| Wellington Shields & Co., LLC | 4,740 | $397.5K | 0.12% | 00.0% | Unchanged |
| Next Level Private LLC | 4,765 | $399.6K | 0.15% | +65+1.4% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $399.9K | 0.29% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,780 | $400.9K | 0.07% | +955+25.0% | Added |
| Skopos Labs, Inc. | 4,782 | $401.0K | 0.09% | +961+25.2% | Added |
| Wharton Business Group, LLC | 4,780 | $401.0K | 0.02% | 00.0% | Unchanged |
| Trust Point Inc. | 4,796 | $402.2K | 0.04% | −112−2.3% | Reduced |
| Paragon Capital Management Ltd | 4,805 | $403.0K | 0.08% | +26+0.5% | Added |
| Catalina Capital Group, LLC | 4,811 | $403.5K | 0.27% | −2,195−31.3% | Reduced |
| M.E. Allison & Co., Inc. | 4,835 | $405.5K | 0.40% | +10.0% | Added |
| Ironwood Investment Management LLC | 4,847 | $406.5K | 0.22% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,860 | $407.6K | 0.29% | +269+5.9% | Added |
| Charter Trust Co | 4,934 | $413.8K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 4,953 | $415.4K | 0.06% | −1,924−28.0% | Reduced |
| Sicart Associates LLC | 5,000 | $419.4K | 0.15% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $419.4K | 0.13% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,000 | $419.4K | 0.01% | +5,000 | New |
| United Advisor Group, LLC | 5,003 | $419.6K | 0.09% | −3,325−39.9% | Reduced |
| Northstar Group, Inc. | 5,016 | $420.7K | 0.07% | −57−1.1% | Reduced |
| GenTrust, LLC | 5,017 | $420.8K | 0.02% | −6−0.1% | Reduced |
| Hutchinson Capital Management | 5,033 | $422.1K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5,045 | $423.1K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 5,046 | $423.2K | 0.03% | +400+8.6% | Added |
| First Nebraska Trust Co | 5,050 | $423.5K | 0.04% | −250−4.7% | Reduced |
| Blueshift Asset Management, LLC | 5,060 | $424.4K | 0.17% | −4,948−49.4% | Reduced |
| Aigen Investment Management, LP | 5,071 | $425.3K | 0.07% | +5,071 | New |
| Dorsey & Whitney Trust CO LLC | 5,103 | $428.0K | 0.02% | +45+0.9% | Added |
| Farmers & Merchants Investments Inc | 5,116 | $429.1K | 0.01% | +200+4.1% | Added |
| Severin Investments, LLC | 5,121 | $429.5K | 0.43% | +67+1.3% | Added |
| Baker Ellis Asset Management LLC | 5,190 | $435.3K | 0.06% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,206 | $436.6K | 0.01% | −1,176−18.4% | Reduced |
| Kovack Advisors, Inc. | 5,213 | $437.2K | 0.05% | −57−1.1% | Reduced |
| JNBA Financial Advisors | 5,217 | $437.5K | 0.05% | −1,686−24.4% | Reduced |
| Sax Wealth Advisors, LLC | 5,278 | $442.7K | 0.03% | +117+2.3% | Added |
| Sapient Capital LLC | 5,284 | $443.2K | 0.01% | −4−0.1% | Reduced |
| Keyvantage Wealth, LLC | 5,303 | $444.7K | 0.22% | −1,286−19.5% | Reduced |
| Net Worth Advisory Group | 5,309 | $445.3K | 0.14% | +89+1.7% | Added |
| Mezzasalma Advisors, LLC | 5,322 | $446.4K | 0.15% | −239−4.3% | Reduced |
| Van Strum & Towne Inc. | 5,377 | $451.0K | 0.15% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,401 | $453.0K | 0.01% | −58−1.1% | Reduced |
| Firestone Capital Management | 5,413 | $454.0K | 0.12% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 5,428 | $455.0K | 0.14% | −46−0.8% | Reduced |
| Money Concepts Capital Corp | 5,468 | $458.6K | 0.03% | +5,468 | New |
| Sigma Planning Corp | 5,470 | $458.8K | 0.01% | −392−6.7% | Reduced |
| denkapparat Operations GmbH | 5,470 | $458.8K | 0.49% | +622+12.8% | Added |
| Philadelphia Trust Co | 5,500 | $461.0K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,522 | $463.1K | 0.10% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 5,440 | $465.1K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,584 | $468.3K | 0.03% | 00.0% | Unchanged |
| Fundamentun, LLC | 5,594 | $469.2K | 0.03% | +485+9.5% | Added |
| Fortress Private Ledger, LLC | 5,605 | $470.1K | 0.26% | +2,031+56.8% | Added |
| MFA Wealth Services | 5,622 | $471.5K | 0.39% | +177+3.3% | Added |
| Altfest L J & Co Inc | 5,654 | $474.2K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,679 | $476.3K | 0.09% | −367−6.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,690 | $477.2K | 0.03% | +42+0.7% | Added |
| Waterfront Wealth Inc. | 5,721 | $479.8K | 0.12% | −3,422−37.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,722 | $479.9K | 0.14% | +1,056+22.6% | Added |
| Fairfield, Bush & Co. | 5,752 | $482.4K | 0.31% | −92−1.6% | Reduced |
| Studio Investment Management LLC | 5,767 | $483.7K | 0.10% | −561−8.9% | Reduced |
| May Barnhard Investments LLC | 5,806 | $487.0K | 0.24% | +5,806 | New |
| Advisory Alpha, LLC | 5,849 | $490.5K | 0.02% | +2,045+53.8% | Added |
| Prospera Financial Services Inc | 5,867 | $492.1K | 0.01% | +266+4.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,906 | $495.3K | 0.07% | +136+2.4% | Added |
| Accurate Wealth Management, LLC | 6,382 | $495.6K | 0.09% | +891+16.2% | Added |
| Bill Few Associates, Inc. | 5,947 | $498.7K | 0.18% | +30+0.5% | Added |
| S&T Bank | 5,950 | $499.0K | 0.16% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,999 | $503.1K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,007 | $503.8K | 0.06% | −1,118−15.7% | Reduced |
| Grimes & Company, Inc. | 6,013 | $504.3K | 0.02% | +171+2.9% | Added |
| Warner Financial, Inc | 6,033 | $506.0K | 0.22% | +6,033 | New |
| Fisher Asset Management, LLC | 6,037 | $506.3K | 0.00% | +330+5.8% | Added |
| Moneta Group Investment Advisors LLC | 6,042 | $506.8K | 0.01% | +183+3.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,054 | $507.8K | 0.02% | +114+1.9% | Added |
| Smartleaf Asset Management LLC | 6,201 | $512.9K | 0.05% | +833+15.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,120 | $513.3K | 0.18% | −894−12.7% | Reduced |
| Sherbrooke Park Advisers LLC | 6,130 | $514.1K | 0.24% | +237+4.0% | Added |
| Oppenheimer Asset Management Inc. | 6,131 | $514.2K | 0.01% | +213+3.6% | Added |
| Quarry LP | 6,137 | $514.7K | 0.13% | +105+1.7% | Added |