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 |
|---|---|---|---|---|---|
| Atom Investors LP | 6,147 | $515.5K | 0.06% | −38,191−86.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $517.0K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,175 | $517.9K | 0.27% | −280−4.3% | Reduced |
| Richard W. Paul & Associates, LLC | 6,183 | $518.5K | 0.20% | −46−0.7% | Reduced |
| Addison Capital Co | 6,189 | $519.0K | 0.20% | −2,438−28.3% | Reduced |
| Stanley-Laman Group, Ltd. | 6,198 | $519.8K | 0.08% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,203 | $520.2K | 0.05% | −1,739−21.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,305 | $528.8K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,330 | $530.9K | 0.03% | −22−0.3% | Reduced |
| IVC Wealth Advisors LLC | 6,335 | $531.3K | 0.29% | −1,140−15.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,351 | $532.7K | 0.04% | −1,019−13.8% | Reduced |
| Versant Capital Management, Inc | 6,368 | $534.1K | 0.09% | +3,324+109.2% | Added |
| Cidel Asset Management Inc | 6,386 | $535.6K | 0.04% | −687−9.7% | Reduced |
| Syon Capital LLC | 6,421 | $538.5K | 0.04% | +989+18.2% | Added |
| Hayek Kallen Investment Management | 6,429 | $539.0K | 0.20% | 00.0% | Unchanged |
| Apeiron RIA LLC | 6,441 | $540.2K | 0.16% | −1,284−16.6% | Reduced |
| Brighton Jones LLC | 6,451 | $541.1K | 0.02% | +268+4.3% | Added |
| Centaurus Financial, Inc. | 6,533 | $548.0K | 0.03% | +636+10.8% | Added |
| Wedmont Private Capital | 7,075 | $549.5K | 0.03% | +783+12.4% | Added |
| Courier Capital LLC | 6,621 | $555.3K | 0.04% | −19−0.3% | Reduced |
| SRN Advisors, LLC | 6,645 | $557.3K | 0.63% | −8,425−55.9% | Reduced |
| EP Wealth Advisors, LLC | 6,661 | $558.7K | 0.00% | +102+1.6% | Added |
| JPB Foundation | 6,680 | $560.3K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,692 | $561.3K | 0.28% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,700 | $561.9K | 0.02% | −580−8.0% | Reduced |
| Round Rock Advisors, LLC | 6,713 | $563.0K | 0.10% | +9+0.1% | Added |
| First National Bank & Trust Co of Newtown | 6,717 | $563.4K | 0.12% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,722 | $563.8K | 0.02% | −52−0.8% | Reduced |
| Perigon Wealth Management, LLC | 6,741 | $565.4K | 0.01% | +372+5.8% | Added |
| Tranquilli Financial Advisor LLC | 6,745 | $565.7K | 0.36% | −3,276−32.7% | Reduced |
| Fortis Group Advisors, LLC | 6,758 | $566.8K | 0.11% | −342−4.8% | Reduced |
| Kane Investment Management, Inc. | 6,800 | $570.3K | 0.28% | +6,800 | New |
| FineMark National Bank & Trust | 6,829 | $572.7K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,899 | $578.6K | 0.05% | +2,137+44.9% | Added |
| Shulman DeMeo Asset Management LLC | 6,945 | $582.5K | 0.16% | +37+0.5% | Added |
| Founders Financial Securities LLC | 7,394 | $583.5K | 0.05% | −394−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,962 | $583.9K | 0.02% | −122−1.7% | Reduced |
| Wealthstar Advisors, LLC | 6,992 | $586.4K | 0.27% | +6,992 | New |
| Keystone Financial Group | 6,989 | $587.8K | 0.06% | +503+7.8% | Added |
| First Foundation Advisors | 7,024 | $589.1K | 0.02% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 7,051 | $591.4K | 0.27% | +7,051 | New |
| New Wave Wealth Advisors LLC | 7,068 | $592.8K | 0.27% | +1,427+25.3% | Added |
| Elyxium Wealth, LLC | 7,076 | $593.5K | 0.26% | +936+15.2% | Added |
| KMG Fiduciary Partners, LLC | 7,080 | $593.8K | 0.05% | −20−0.3% | Reduced |
| Oxford Financial Group Ltd | 7,090 | $594.6K | 0.04% | −167−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 7,101 | $595.6K | 0.27% | +936+15.2% | Added |
| Personal Cfo Solutions, LLC | 7,120 | $597.1K | 0.12% | +210+3.0% | Added |
| Kingsman Wealth Management, Inc. | 7,200 | $603.9K | 0.44% | +7,200 | New |
| Virtus ETF Advisers LLC | 7,250 | $608.1K | 0.39% | −7,788−51.8% | Reduced |
| Benin Management CORP | 7,253 | $608.3K | 0.17% | −3,130−30.1% | Reduced |
| Cigna Investments Inc | 7,266 | $609.0K | 0.11% | −284−3.8% | Reduced |
| Private Trust Co NA | 7,270 | $609.7K | 0.06% | +199+2.8% | Added |
| Sagespring Wealth Partners, LLC | 7,271 | $609.8K | 0.02% | +2,030+38.7% | Added |
| Lionshead Wealth Management, LLC | 7,302 | $612.4K | 0.64% | −1,473−16.8% | Reduced |
| Argus Investors' Counsel, Inc. | 7,310 | $613.1K | 0.47% | −292−3.8% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,342 | $616.0K | 0.08% | −1,660−18.4% | Reduced |
| Signet Financial Management, LLC | 7,352 | $616.6K | 0.08% | −536−6.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,358 | $617.2K | 0.01% | +2,612+55.0% | Added |
| Great Lakes Retirement, Inc. | 7,430 | $623.2K | 0.08% | −225−2.9% | Reduced |
| Tradewinds, LLC. | 7,505 | $629.5K | 0.18% | +344+4.8% | Added |
| Exchange Bank | 7,555 | $633.6K | 0.51% | −100−1.3% | Reduced |
| Virtue Capital Management, LLC | 7,572 | $634.6K | 0.07% | +3,686+94.9% | Added |
| Congress Asset Management Co | 7,632 | $640.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,637 | $640.5K | 0.04% | −90−1.2% | Reduced |
| Buckingham Strategic Partners | 7,659 | $642.4K | 0.01% | +3,953+106.7% | Added |
| RKL Wealth Management LLC | 7,675 | $643.7K | 0.06% | +6+0.1% | Added |
| Basepoint Wealth LLC | 7,693 | $645.2K | 0.50% | −908−10.6% | Reduced |
| Chicago Trust Co NA | 7,695 | $645.4K | 0.11% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,787 | $653.1K | 0.04% | +2,398+44.5% | Added |
| Crux Wealth Advisors | 7,838 | $657.4K | 0.34% | +3,238+70.4% | Added |
| RB Capital Management, LLC | 7,863 | $659.5K | 0.16% | −12−0.2% | Reduced |
| Hendershot Investments Inc. | 7,874 | $660.4K | 0.09% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,911 | $663.5K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7,915 | $663.8K | 0.06% | +461+6.2% | Added |
| Caldwell Sutter Capital, Inc. | 7,943 | $666.2K | 0.32% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 8,061 | $676.1K | 0.00% | +8,061 | New |
| Pallas Capital Advisors LLC | 8,120 | $681.0K | 0.03% | +2,457+43.4% | Added |
| Twin City Private Wealth, LLC | 8,149 | $683.5K | 0.60% | −210−2.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,161 | $684.5K | 0.11% | +1,077+15.2% | Added |
| Farmers National Bank | 8,179 | $686.0K | 0.19% | −47−0.6% | Reduced |
| One Wealth Advisors, LLC | 8,188 | $686.7K | 0.10% | +2,720+49.7% | Added |
| D.A. Davidson & Co. | 8,194 | $687.3K | 0.01% | +873+11.9% | Added |
| Nations Financial Group Inc, | 8,214 | $688.9K | 0.05% | −1,707−17.2% | Reduced |
| Sowell Financial Services LLC | 8,282 | $694.6K | 0.03% | +8,282 | New |
| Lountzis Asset Management, LLC | 8,800 | $698.5K | 0.26% | +400+4.8% | Added |
| Trust Asset Management LLC | 8,388 | $703.5K | 0.06% | −193−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 8,396 | $704.2K | 0.05% | +125+1.5% | Added |
| Invst, LLC | 8,410 | $705.3K | 0.10% | +8,410 | New |
| GeoWealth Management, LLC | 8,438 | $707.6K | 0.03% | −2,485−22.8% | Reduced |
| Siemens Fonds Invest GmbH | 8,437 | $707.6K | 0.05% | +69+0.8% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $708.7K | 0.07% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8,475 | $710.8K | 0.07% | +66+0.8% | Added |
| 111 Capital | 8,485 | $711.6K | 0.14% | +2,271+36.5% | Added |
| Centiva Capital, LP | 8,537 | $716.0K | 0.04% | +116+1.4% | Added |
| Aptus Capital Advisors, LLC | 8,542 | $716.5K | 0.01% | +280+3.4% | Added |
| HM Payson & Co | 8,581 | $719.7K | 0.01% | +358+4.4% | Added |
| Crawford Investment Counsel Inc | 8,590 | $720.4K | 0.01% | −27−0.3% | Reduced |
| CX Institutional | 8,596 | $721.0K | 0.03% | +8+0.1% | Added |
| Hanlon Investment Management, Inc. | 8,606 | $721.8K | 0.54% | −409−4.5% | Reduced |
| Jeppson Wealth Management, LLC | 8,609 | $722.0K | 0.26% | −9−0.1% | Reduced |