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, Q3 2025
Institutional positions in Bank of New York Mellon Corp as of Sep 30, 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
- 1,645
- +112 vs. Q2 2025
- Shares held
- 586.7M
- +1.14M (+0.2%) vs. Q2 2025
- Total value
- $63.9B
- +$10.5B (+19.7%) vs. Q2 2025
- New holders
- 208
- 575 more added
- Sold out
- 96
- 594 more reduced
22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 23,890 | $2.60M | 0.08% | +471+2.0% | Added |
| Hutchinson Financial Advisors, INC | 23,932 | $2.61M | 2.56% | +596+2.6% | Added |
| Premier Path Wealth Partners, LLC | 23,998 | $2.61M | 0.34% | +63+0.3% | Added |
| Carret Asset Management, LLC | 24,040 | $2.62M | 0.25% | +741+3.2% | Added |
| Evergreen Capital Management LLC | 24,111 | $2.63M | 0.06% | −458−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 24,152 | $2.63M | 0.06% | +5,225+27.6% | Added |
| Commerzbank Aktiengesellschaft | 24,202 | $2.64M | 0.05% | +7,269+42.9% | Added |
| Summit Trail Advisors, LLC | 24,319 | $2.65M | 0.04% | +6,712+38.1% | Added |
| Davis Capital Management | 24,490 | $2.67M | 1.85% | +24,490 | New |
| Ferguson Wellman Capital Management, Inc | 24,752 | $2.70M | 0.04% | +96+0.4% | Added |
| Resources Investment Advisors, LLC. | 24,797 | $2.70M | 0.03% | +283+1.2% | Added |
| Beck Mack & Oliver LLC | 24,797 | $2.70M | 0.05% | −1,080−4.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 24,970 | $2.72M | 0.22% | −4,115−14.1% | Reduced |
| Cobblestone Capital Advisors LLC | 25,180 | $2.74M | 0.13% | +217+0.9% | Added |
| Tiaa Trust, National Association | 25,494 | $2.78M | 0.01% | +215+0.9% | Added |
| Concurrent Investment Advisors, LLC | 25,591 | $2.79M | 0.05% | −5,752−18.4% | Reduced |
| Principal Securities, Inc. | 25,602 | $2.79M | 0.05% | −6,301−19.8% | Reduced |
| Savant Capital, LLC | 25,634 | $2.79M | 0.02% | +688+2.8% | Added |
| Great Diamond Partners, LLC | 25,677 | $2.80M | 0.54% | +774+3.1% | Added |
| Vivid Wealth Management, LLC | 25,728 | $2.80M | 1.11% | −5,048−16.4% | Reduced |
| Ascent Wealth Partners, LLC | 25,745 | $2.81M | 0.33% | −613−2.3% | Reduced |
| Allstate Corp | 25,801 | $2.81M | 0.06% | +25,801 | New |
| Councilmark Asset Management, LLC | 26,124 | $2.85M | 1.63% | −100−0.4% | Reduced |
| Global Financial Private Client, LLC | 26,279 | $2.86M | 1.02% | −425−1.6% | Reduced |
| Par Capital Management Inc | 26,364 | $2.87M | 0.08% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 26,435 | $2.87M | 0.25% | +26,435 | New |
| Empirical Finance, LLC | 26,522 | $2.89M | 0.14% | +227+0.9% | Added |
| Apollon Wealth Management, LLC | 26,593 | $2.90M | 0.05% | −1,265−4.5% | Reduced |
| SG Americas Securities, LLC | 26,835 | $2.92M | 0.01% | −74,810−73.6% | Reduced |
| PKS Advisory Services, LLC | 26,909 | $2.93M | 0.69% | +320+1.2% | Added |
| First Citizens Bank & Trust Co | 26,972 | $2.94M | 0.06% | −2,485−8.4% | Reduced |
| Brinker Capital Investments, LLC | 27,004 | $2.94M | 0.02% | −9,714−26.5% | Reduced |
| Cary Street Partners Financial LLC | 27,417 | $2.99M | 0.08% | −283−1.0% | Reduced |
| Greenleaf Trust | 27,643 | $3.01M | 0.03% | −366−1.3% | Reduced |
| Gladstone Institutional Advisory LLC | 27,858 | $3.04M | 0.12% | −2,512−8.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,918 | $3.04M | 0.01% | −129,622−82.3% | Reduced |
| Inlet Private Wealth, LLC | 27,923 | $3.04M | 0.69% | +23+0.1% | Added |
| First National Bank of Omaha | 27,933 | $3.04M | 0.19% | +27,933 | New |
| Tower Research Capital LLC (TRC) | 28,029 | $3.05M | 0.08% | −14,179−33.6% | Reduced |
| Point72 Hong Kong Ltd | 28,060 | $3.06M | 0.14% | +28,060 | New |
| Patton Fund Management, Inc. | 28,105 | $3.06M | 0.55% | −1,900−6.3% | Reduced |
| Steel Peak Wealth Management LLC | 28,125 | $3.06M | 0.10% | −19,239−40.6% | Reduced |
| Cresset Asset Management, LLC | 28,353 | $3.09M | 0.01% | +915+3.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 28,420 | $3.10M | 0.65% | +276+1.0% | Added |
| AIA Group Ltd | 28,523 | $3.11M | 0.05% | +10,038+54.3% | Added |
| Millington Financial Advisors, LLC | 29,331 | $3.12M | 1.51% | +318+1.1% | Added |
| GeoWealth Management, LLC | 28,622 | $3.12M | 0.11% | +20,400+248.1% | Added |
| Newbridge Financial Services Group, Inc. | 28,684 | $3.13M | 0.47% | +28,666+159,255.6% | Added |
| Agf Management Ltd | 28,790 | $3.14M | 0.01% | −43−0.1% | Reduced |
| Advisory Services Network, LLC | 28,958 | $3.16M | 0.05% | +1,294+4.7% | Added |
| Argent Trust Co | 28,978 | $3.16M | 0.11% | +100.0% | Added |
| Twin Capital Management Inc | 28,984 | $3.16M | 0.40% | −876−2.9% | Reduced |
| Woodstock Corp | 29,045 | $3.16M | 0.27% | −325−1.1% | Reduced |
| Johnson Investment Counsel Inc | 29,078 | $3.17M | 0.03% | −565−1.9% | Reduced |
| Intrinsic Value Partners, LLC | 29,509 | $3.22M | 2.60% | −2,980−9.2% | Reduced |
| Shilanski & Associates, Inc. | 29,557 | $3.22M | 0.86% | +118+0.4% | Added |
| Garrett Investment Advisors LLC | 29,628 | $3.23M | 0.27% | −460−1.5% | Reduced |
| Edgewood Management LLC | 29,704 | $3.24M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 29,728 | $3.24M | 0.02% | +33+0.1% | Added |
| Cubist Systematic Strategies, LLC | 29,742 | $3.24M | 0.05% | +29,742 | New |
| E. Ohman J:or Asset Management AB | 30,003 | $3.27M | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 30,062 | $3.28M | 0.17% | +25,714+591.4% | Added |
| First National Advisers, LLC | 30,327 | $3.30M | 0.45% | +30,327 | New |
| Horizon Investments, LLC | 30,480 | $3.30M | 0.04% | +9,730+46.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 30,337 | $3.31M | 0.15% | +4,896+19.2% | Added |
| D L Carlson Investment Group Inc | 30,598 | $3.33M | 0.56% | −9,651−24.0% | Reduced |
| Ritholtz Wealth Management | 30,710 | $3.35M | 0.07% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 42,073 | $3.36M | 0.73% | −100−0.2% | Reduced |
| LGT Fund Management Co Ltd. | 31,500 | $3.37M | 0.27% | 00.0% | Unchanged |
| Allworth Financial LP | 30,930 | $3.37M | 0.01% | −458−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,974 | $3.37M | 0.01% | −2,259−6.8% | Reduced |
| Kestra Advisory Services, LLC | 31,132 | $3.39M | 0.02% | +8,791+39.3% | Added |
| Bragg Financial Advisors, Inc | 31,231 | $3.40M | 0.11% | −1,334−4.1% | Reduced |
| Dean Capital Management | 31,240 | $3.40M | 1.33% | −2,928−8.6% | Reduced |
| Baxter Bros Inc | 31,405 | $3.42M | 0.40% | −457−1.4% | Reduced |
| Borer Denton & Associates, Inc. | 31,584 | $3.44M | 1.14% | +485+1.6% | Added |
| Gotham Asset Management, LLC | 31,914 | $3.48M | 0.02% | +971+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 31,943 | $3.48M | 0.06% | 00.0% | Unchanged |
| Western Financial Corp | 31,951 | $3.48M | 1.52% | +6,335+24.7% | Added |
| Jones Financial Companies LLLP | 31,848 | $3.49M | 0.00% | +8,277+35.1% | Added |
| Scotia Capital Inc. | 32,021 | $3.49M | 0.01% | +1,793+5.9% | Added |
| New Mexico Educational Retirement Board | 32,360 | $3.53M | 0.11% | −1,600−4.7% | Reduced |
| Marietta Investment Partners LLC | 32,683 | $3.56M | 0.69% | +2,914+9.8% | Added |
| Chilton Investment Co LLC | 32,702 | $3.56M | 0.07% | −80.0% | Reduced |
| Everence Capital Management Inc | 32,984 | $3.59M | 0.22% | 00.0% | Unchanged |
| Delta Capital Management LLC | 33,475 | $3.65M | 1.89% | −60−0.2% | Reduced |
| Trilogy Capital Inc. | 33,551 | $3.66M | 0.17% | −2,148−6.0% | Reduced |
| First Manhattan Co | 33,716 | $3.67M | 0.01% | +33+0.1% | Added |
| Graphene Investments SAS | 33,800 | $3.68M | 2.33% | −3,800−10.1% | Reduced |
| SRS Capital Advisors, Inc. | 33,930 | $3.70M | 0.05% | +19,724+138.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,938 | $3.70M | 0.09% | +1,057+3.2% | Added |
| Securian Asset Management, Inc | 34,058 | $3.71M | 0.10% | −3,255−8.7% | Reduced |
| United Capital Financial Advisers, LLC | 34,401 | $3.75M | 0.03% | +2,028+6.3% | Added |
| Evelyn Partners Investment Management LLP | 34,415 | $3.75M | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 34,721 | $3.78M | 0.00% | −460−1.3% | Reduced |
| Falcon Wealth Planning | 34,752 | $3.79M | 0.34% | +170.0% | Added |
| Peapack Gladstone Financial Corp | 34,763 | $3.79M | 0.05% | −281−0.8% | Reduced |
| Aspen Grove Capital, LLC | 34,790 | $3.79M | 0.64% | −239−0.7% | Reduced |
| Grimes & Company, Inc. | 35,178 | $3.83M | 0.09% | +28,969+466.6% | Added |
| Maryland State Retirement & Pension System | 35,252 | $3.84M | 0.08% | +460+1.3% | Added |