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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 12,654 | $1.06M | 0.01% | −215−1.7% | Reduced |
| WealthTrust Axiom LLC | 12,654 | $1.06M | 0.32% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 12,699 | $1.07M | 0.05% | −1,847−12.7% | Reduced |
| Jacobi Capital Management LLC | 12,707 | $1.07M | 0.08% | +8+0.1% | Added |
| Unique Wealth Strategies, LLC | 12,730 | $1.07M | 0.48% | −182−1.4% | Reduced |
| Ausdal Financial Partners, Inc. | 12,749 | $1.07M | 0.08% | +9,429+284.0% | Added |
| Valmark Advisers, Inc. | 12,821 | $1.08M | 0.02% | +142+1.1% | Added |
| Frank, Rimerman Advisors LLC | 12,908 | $1.08M | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 12,917 | $1.08M | 0.73% | −150−1.1% | Reduced |
| BOCHK Asset Management Ltd | 13,000 | $1.09M | 0.61% | −59,400−82.0% | Reduced |
| CenterBook Partners LP | 13,093 | $1.10M | 0.07% | −2,383−15.4% | Reduced |
| Vestcor Inc | 13,293 | $1.11M | 0.04% | −16,322−55.1% | Reduced |
| Merit Financial Group, LLC | 13,296 | $1.12M | 0.02% | +6,262+89.0% | Added |
| Hudson Bay Capital Management LP | 13,300 | $1.12M | 0.01% | −126,743−90.5% | Reduced |
| Cove Street Capital, LLC | 13,343 | $1.12M | 1.76% | −11,611−46.5% | Reduced |
| Alliance Wealth Advisors, LLC | 13,533 | $1.14M | 0.67% | −817−5.7% | Reduced |
| Synovus Financial Corp | 13,538 | $1.14M | 0.01% | −56−0.4% | Reduced |
| Boston Family Office LLC | 13,609 | $1.14M | 0.08% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13,619 | $1.14M | 0.02% | +59+0.4% | Added |
| Hunter Associates Investment Management LLC | 13,600 | $1.14M | 0.18% | −200−1.4% | Reduced |
| Wolverine Trading, LLC | 13,825 | $1.14M | 0.04% | −17,858−56.4% | Reduced |
| LVW Advisors, LLC | 13,654 | $1.15M | 0.14% | −237−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 13,827 | $1.16M | 0.01% | +251+1.8% | Added |
| WealthTrust Asset Management, LLC | 13,962 | $1.17M | 0.87% | +289+2.1% | Added |
| FSB Premier Wealth Management, Inc. | 14,010 | $1.18M | 0.46% | +1,433+11.4% | Added |
| Coldstream Capital Management Inc | 14,087 | $1.18M | 0.03% | +792+6.0% | Added |
| IHT Wealth Management, LLC | 14,109 | $1.18M | 0.04% | +858+6.5% | Added |
| Endeavor Private Wealth, Inc. | 14,145 | $1.19M | 0.64% | +11,496+434.0% | Added |
| MUFG Securities Americas Inc. | 14,170 | $1.19M | 0.14% | +2,125+17.6% | Added |
| Capitolis Liquid Global Markets LLC | 14,200 | $1.19M | 0.01% | −4,400−23.7% | Reduced |
| Bayesian Capital Management, LP | 14,200 | $1.19M | 0.20% | +6,500+84.4% | Added |
| Quantitative Investment Management, LLC | 14,289 | $1.20M | 0.11% | −15,487−52.0% | Reduced |
| Brookstone Capital Management | 14,306 | $1.20M | 0.02% | −115,485−89.0% | Reduced |
| Moody National Bank Trust Division | 14,324 | $1.20M | 0.13% | −484−3.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 14,345 | $1.20M | 0.79% | +1,530+11.9% | Added |
| Whittier Trust Co | 14,422 | $1.21M | 0.02% | −96−0.7% | Reduced |
| National Asset Management, Inc. | 14,493 | $1.22M | 0.04% | +3,790+35.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 14,500 | $1.22M | 0.18% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 14,562 | $1.22M | 0.06% | −5,705−28.1% | Reduced |
| Ellevest, Inc. | 14,571 | $1.22M | 0.08% | +59+0.4% | Added |
| Snowden Capital Advisors LLC | 14,626 | $1.23M | 0.04% | +4,822+49.2% | Added |
| SRS Capital Advisors, Inc. | 14,732 | $1.24M | 0.08% | +3,114+26.8% | Added |
| Shufro Rose & Co LLC | 14,765 | $1.24M | 0.10% | +14,765 | New |
| Nilsine Partners, LLC | 14,834 | $1.24M | 0.14% | +2,781+23.1% | Added |
| Wealthspire Advisors, LLC | 14,850 | $1.25M | 0.01% | +110+0.7% | Added |
| South State Corp. | 14,852 | $1.25M | 0.06% | +5,676+61.9% | Added |
| AXS Investments LLC | 14,857 | $1.25M | 0.34% | −1,978−11.7% | Reduced |
| Rossmore Private Capital | 14,879 | $1.25M | 0.15% | +9,879+197.6% | Added |
| Sompo Asset Management Co., Ltd. | 14,930 | $1.25M | 0.23% | +1,550+11.6% | Added |
| Stratos Wealth Partners, LTD. | 14,955 | $1.25M | 0.02% | −1,441−8.8% | Reduced |
| Guyasuta Investment Advisors Inc | 14,974 | $1.26M | 0.08% | −500−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 15,118 | $1.27M | 0.04% | −848−5.3% | Reduced |
| William B. Walkup & Associates, Inc. | 15,149 | $1.27M | 0.77% | +441+3.0% | Added |
| Mediolanum International Funds Ltd | 15,386 | $1.27M | 0.02% | −489−3.1% | Reduced |
| Parsons Capital Management Inc | 15,427 | $1.29M | 0.07% | −45−0.3% | Reduced |
| Picton Mahoney Asset Management | 15,493 | $1.30M | 0.04% | +14,293+1,191.1% | Added |
| Mission Wealth Management, LP | 15,506 | $1.30M | 0.03% | +756+5.1% | Added |
| BFSG, LLC | 15,551 | $1.30M | 0.16% | −184−1.2% | Reduced |
| McRae Capital Management Inc | 15,628 | $1.31M | 0.28% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,735 | $1.32M | 0.04% | +10,709+213.1% | Added |
| Park National Corp | 15,809 | $1.33M | 0.05% | −112−0.7% | Reduced |
| Arjuna Capital | 15,826 | $1.33M | 0.37% | +15,826 | New |
| Signaturefd, LLC | 15,836 | $1.33M | 0.03% | +1,428+9.9% | Added |
| Principle Wealth Partners LLC | 15,852 | $1.33M | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,856 | $1.33M | 0.05% | +1,289+8.8% | Added |
| Regions Financial Corp | 15,864 | $1.33M | 0.01% | +71+0.4% | Added |
| Commerzbank Aktiengesellschaft | 16,018 | $1.34M | 0.03% | +5,818+57.0% | Added |
| Columbia Asset Management | 16,352 | $1.37M | 0.28% | −1,600−8.9% | Reduced |
| Van Hulzen Asset Management, LLC | 16,354 | $1.37M | 0.13% | +30+0.2% | Added |
| Essex Financial Services, Inc. | 16,398 | $1.38M | 0.10% | −524−3.1% | Reduced |
| IPG Investment Advisors LLC | 16,430 | $1.38M | 0.31% | +16,430 | New |
| FCG Investment Co | 16,431 | $1.38M | 0.87% | +16,431 | New |
| Ostrum Asset Management | 16,452 | $1.38M | 0.07% | −247−1.5% | Reduced |
| Virtus Investment Advisers, Inc. | 16,456 | $1.38M | 0.38% | +12,756+344.8% | Added |
| Bartlett & Co. Wealth Management LLC | 16,584 | $1.39M | 0.02% | +30.0% | Added |
| Gateway Investment Advisers LLC | 16,589 | $1.39M | 0.02% | +478+3.0% | Added |
| Secured Retirement Advisors, LLC | 16,590 | $1.39M | 0.90% | +16,590 | New |
| GAMMA Investing LLC | 16,692 | $1.40M | 0.11% | +2,168+14.9% | Added |
| Welch Group, LLC | 16,936 | $1.40M | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 16,783 | $1.41M | 0.01% | −2,270−11.9% | Reduced |
| Legacy Bridge, LLC | 16,788 | $1.41M | 0.79% | +460+2.8% | Added |
| Voya Financial Advisors, Inc. | 17,096 | $1.41M | 0.16% | +248+1.5% | Added |
| MUFG Securities EMEA plc | 16,999 | $1.43M | 0.04% | −113,001−86.9% | Reduced |
| Ingalls & Snyder LLC | 17,066 | $1.43M | 0.05% | −200−1.2% | Reduced |
| Mirova | 17,162 | $1.44M | 0.26% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 17,177 | $1.44M | 0.10% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 17,201 | $1.44M | 0.03% | +4,010+30.4% | Added |
| Legacy Capital Group California, Inc. | 17,271 | $1.45M | 0.50% | +488+2.9% | Added |
| AE Wealth Management LLC | 17,348 | $1.45M | 0.01% | −395−2.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 17,462 | $1.46M | 0.03% | +5,179+42.2% | Added |
| United Services Automobile Association | 17,726 | $1.47M | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 17,616 | $1.48M | 0.29% | −3,331−15.9% | Reduced |
| CSS LLC | 17,670 | $1.48M | 0.10% | +50+0.3% | Added |
| Beacon Financial Group | 17,693 | $1.48M | 0.16% | +666+3.9% | Added |
| Pekin Hardy Strauss, Inc. | 17,766 | $1.49M | 0.18% | −850−4.6% | Reduced |
| SageView Advisory Group, LLC | 18,178 | $1.52M | 0.07% | −89−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,238 | $1.53M | 0.10% | −168−0.9% | Reduced |
| Sunesis Advisors, LLC | 18,436 | $1.55M | 0.84% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 18,543 | $1.56M | 0.31% | +316+1.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,589 | $1.56M | 0.21% | +1,048+6.0% | Added |