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 |
|---|---|---|---|---|---|
| Denali Advisors LLC | 8,624 | $723.3K | 0.08% | +8,624 | New |
| SGL Investment Advisors, Inc. | 8,508 | $727.4K | 0.38% | −86−1.0% | Reduced |
| Kathmere Capital Management, LLC | 8,684 | $728.4K | 0.06% | +237+2.8% | Added |
| Trust Co of Vermont | 8,695 | $729.3K | 0.04% | −663−7.1% | Reduced |
| Chilton Capital Management LLC | 8,706 | $730.2K | 0.03% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 8,746 | $733.5K | 0.11% | −339−3.7% | Reduced |
| Gilbert & Cook, Inc. | 8,785 | $736.8K | 0.11% | +198+2.3% | Added |
| Banque de Luxembourg S.A. | 8,817 | $739.5K | 0.42% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 8,841 | $741.5K | 0.16% | −1,110−11.2% | Reduced |
| Mather Group, LLC. | 8,875 | $744.3K | 0.01% | +19+0.2% | Added |
| LM Advisors LLC | 8,892 | $746.0K | 0.13% | +4,965+126.4% | Added |
| Trust Co of Virginia | 8,923 | $748.4K | 0.07% | −140−1.5% | Reduced |
| HighPoint Advisor Group LLC | 9,365 | $749.6K | 0.04% | +1,806+23.9% | Added |
| Farther Finance Advisors, LLC | 8,952 | $749.9K | 0.02% | +4,213+88.9% | Added |
| Smith Group Asset Management, LLC | 9,000 | $754.8K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 9,000 | $754.8K | 0.04% | +9,000 | New |
| Foundations Investment Advisors, LLC | 9,034 | $757.7K | 0.01% | +40+0.4% | Added |
| Wealth Quarterback LLC | 9,075 | $761.1K | 0.43% | −2,523−21.8% | Reduced |
| Canandaigua National Bank & Trust Co | 9,104 | $763.6K | 0.08% | −539−5.6% | Reduced |
| Flputnam Investment Management Co | 9,130 | $765.7K | 0.01% | −849−8.5% | Reduced |
| Strategy Asset Managers LLC | 9,176 | $769.6K | 0.16% | +9,176 | New |
| Aaron Wealth Advisors | 9,209 | $772.4K | 0.09% | +515+5.9% | Added |
| Heartland Bank & Trust Co | 9,217 | $773.0K | 0.40% | +9,217 | New |
| NorthRock Partners, LLC | 9,265 | $777.1K | 0.03% | +489+5.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,274 | $777.8K | 0.05% | −6,947−42.8% | Reduced |
| Fort Washington Investment Advisors Inc | 9,502 | $796.9K | 0.00% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 9,595 | $804.7K | 0.21% | −88−0.9% | Reduced |
| Cornerstone Advisors, LLC | 9,600 | $805.2K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,603 | $805.4K | 0.05% | −344−3.5% | Reduced |
| Tectonic Advisors LLC | 9,625 | $807.2K | 0.05% | +463+5.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,763 | $818.8K | 0.09% | −90−0.9% | Reduced |
| HF Advisory Group, LLC | 9,826 | $824.1K | 0.36% | +283+3.0% | Added |
| Valeo Financial Advisors, LLC | 9,835 | $824.9K | 0.02% | +794+8.8% | Added |
| Pettee Investors, Inc. | 9,852 | $826.3K | 0.49% | −3,168−24.3% | Reduced |
| Silverlake Wealth Management LLC | 9,882 | $828.8K | 0.32% | −276−2.7% | Reduced |
| Davenport & Co LLC | 9,928 | $832.7K | 0.00% | −2,124−17.6% | Reduced |
| Heritage Wealth Management, Inc. | 10,000 | $838.7K | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,094 | $846.6K | 0.03% | −731−6.8% | Reduced |
| Vaughan David Investments LLC | 10,094 | $847.0K | 0.02% | −18−0.2% | Reduced |
| MTM Investment Management, LLC | 10,150 | $850.3K | 0.33% | +99+1.0% | Added |
| Curbstone Financial Management Corp | 10,150 | $851.3K | 0.18% | −350−3.3% | Reduced |
| Yoffe Investment Management, LLC | 10,200 | $855.5K | 1.26% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 10,200 | $855.5K | 0.98% | +10,200 | New |
| Whittier Trust Co of Nevada Inc | 10,253 | $859.9K | 0.02% | +2,186+27.1% | Added |
| Loudon Investment Management, LLC | 10,287 | $862.8K | 0.49% | +325+3.3% | Added |
| ING Groep NV | 10,312 | $864.9K | 0.01% | +2,563+33.1% | Added |
| NBT Bank N A | 10,490 | $879.8K | 0.06% | −25−0.2% | Reduced |
| Keystone Financial Services | 10,495 | $880.2K | 0.34% | −953−8.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,507 | $881.4K | 0.02% | +364+3.6% | Added |
| Benjamin Edwards Inc | 10,559 | $885.6K | 0.01% | +154+1.5% | Added |
| SkyView Investment Advisors, LLC | 10,604 | $889.0K | 0.13% | +655+6.6% | Added |
| Change Path, LLC | 10,609 | $889.8K | 0.03% | −1,336−11.2% | Reduced |
| Qtron Investments LLC | 10,635 | $892.0K | 0.13% | −6,412−37.6% | Reduced |
| Journey Advisory Group, LLC | 10,649 | $893.1K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 10,663 | $894.3K | 0.25% | −280−2.6% | Reduced |
| OmniStar Financial Group, Inc. | 10,653 | $896.1K | 0.71% | −4,060−27.6% | Reduced |
| Geneos Wealth Management Inc. | 10,690 | $896.6K | 0.03% | +1,101+11.5% | Added |
| Sovran Advisors, LLC | 11,815 | $902.0K | 0.12% | +4,033+51.8% | Added |
| Confluence Wealth Services, Inc. | 11,650 | $905.5K | 0.06% | −1,789−13.3% | Reduced |
| Strategic Investment Advisors | 10,798 | $905.6K | 0.10% | −949−8.1% | Reduced |
| Semmax Financial Advisors Inc. | 10,554 | $906.7K | 0.25% | −579−5.2% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $908.0K | 0.44% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,941 | $917.6K | 0.06% | +3,741+52.0% | Added |
| Camden Capital, LLC | 10,976 | $920.5K | 0.10% | +240+2.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,987 | $921.5K | 0.00% | +1,051+10.6% | Added |
| Graypoint LLC | 11,009 | $923.3K | 0.06% | +3,869+54.2% | Added |
| Huntington National Bank | 11,180 | $937.7K | 0.01% | −2,166−16.2% | Reduced |
| Manchester Capital Management LLC | 11,245 | $943.1K | 0.12% | +769+7.3% | Added |
| Hilltop Holdings Inc. | 11,272 | $945.4K | 0.06% | −413−3.5% | Reduced |
| Raleigh Capital Management Inc. | 11,305 | $948.2K | 0.43% | −581−4.9% | Reduced |
| Goodwin Investment Advisory | 11,344 | $951.4K | 1.48% | 00.0% | Unchanged |
| Fruth Investment Management | 11,500 | $964.0K | 0.27% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,518 | $966.0K | 0.04% | −3,695−24.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,567 | $970.1K | 0.05% | −100−0.9% | Reduced |
| Summit Financial, LLC | 11,642 | $976.4K | 0.03% | +249+2.2% | Added |
| Outlook Wealth Advisors, LLC | 11,646 | $976.8K | 0.27% | −119−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 11,666 | $978.4K | 0.12% | +557+5.0% | Added |
| Almanack Investment Partners, LLC. | 11,753 | $985.7K | 0.20% | −56−0.5% | Reduced |
| Schulhoff & Co Inc | 11,825 | $991.8K | 0.44% | −348−2.9% | Reduced |
| First Citizens Bank & Trust Co | 11,825 | $991.8K | 0.03% | −198−1.6% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $993.4K | 0.13% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 11,863 | $995.0K | 0.40% | −163−1.4% | Reduced |
| Integrity Alliance, LLC. | 11,886 | $996.9K | 0.04% | +11,886 | New |
| Allegheny Financial Group LTD | 11,917 | $999.5K | 0.26% | −18−0.2% | Reduced |
| Aspen Investment Management Inc | 11,944 | $1.00M | 0.46% | +194+1.7% | Added |
| NBC Securities, Inc. | 12,014 | $1.01M | 0.09% | +12,003+109,118.2% | Added |
| Harvest Fund Management Co., Ltd | 12,025 | $1.01M | 0.05% | +3,762+45.5% | Added |
| Horizon Kinetics Asset Management LLC | 12,064 | $1.01M | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12,168 | $1.02M | 0.10% | +176+1.5% | Added |
| Fulton Bank, N.A. | 12,177 | $1.02M | 0.04% | −895−6.8% | Reduced |
| Affinity Investment Advisors, LLC | 12,223 | $1.03M | 0.83% | +1,012+9.0% | Added |
| Canada Post Corp Registered Pension Plan | 12,337 | $1.03M | 0.46% | +12,337 | New |
| Bleakley Financial Group, LLC | 12,392 | $1.04M | 0.03% | +1,148+10.2% | Added |
| Whitener Capital Management, Inc. | 12,440 | $1.04M | 0.30% | −390−3.0% | Reduced |
| Adviser Investments LLC | 12,447 | $1.04M | 0.01% | −556−4.3% | Reduced |
| Ontario Teachers Pension Plan Board | 12,504 | $1.05M | 0.02% | +138+1.1% | Added |
| Redhawk Wealth Advisors, Inc. | 12,512 | $1.05M | 0.14% | +5,103+68.9% | Added |
| Parallel Advisors, LLC | 12,589 | $1.06M | 0.02% | +139+1.1% | Added |
| Independent Advisor Alliance | 12,623 | $1.06M | 0.03% | +1,136+9.9% | Added |
| Penserra Capital Management LLC | 12,655 | $1.06M | 0.02% | +7,403+141.0% | Added |