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
- 1,646
- +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
- 576 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 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $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 |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 169 | $18.4K | 0.00% | +69+69.0% | Added |
| Fairscale Capital, LLC | 170 | $18.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 170 | $18.5K | 0.00% | +10+6.3% | Added |
| Caitong International Asset Management Co., Ltd | 173 | $18.9K | 0.01% | −1,077−86.2% | Reduced |
| Richardson Financial Services Inc. | 180 | $19.6K | 0.01% | +180 | New |
| Luken Investment Analytics, LLC | 184 | $20.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 184 | $20.0K | 0.00% | +143+348.8% | Added |
| Raffa Wealth Management, LLC | 186 | $20.3K | 0.00% | +18+10.7% | Added |
| Pinnacle Bancorp, Inc. | 187 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 193 | $21.0K | 0.01% | +21+12.2% | Added |
| Rossby Financial, LCC | 210 | $22.4K | 0.01% | −60−22.2% | Reduced |
| Atwood & Palmer Inc | 210 | $22.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 216 | $23.0K | 0.00% | +5+2.4% | Added |
| Truvestments Capital LLC | 213 | $23.2K | 0.00% | +125+142.0% | Added |
| Hilltop National Bank | 216 | $23.5K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 220 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 225 | $24.5K | 0.00% | −125−35.7% | Reduced |
| Silicon Valley Capital Partners | 234 | $25.4K | 0.00% | +2+0.9% | Added |
| Retirement Wealth Solutions LLC | 243 | $26.5K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 251 | $27.3K | 0.01% | +3+1.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 279 | $30.4K | 0.01% | −639−69.6% | Reduced |
| Private Wealth Management Group, LLC | 279 | $30.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $30.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 287 | $31.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 298 | $32.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $32.7K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $32.7K | 0.00% | +300 | New |
| Parvin Asset Management, LLC | 322 | $35.1K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 327 | $35.6K | 0.01% | +36+12.4% | Added |
| New England Capital Financial Advisors LLC | 336 | $36.7K | 0.02% | +1+0.3% | Added |
| United Community Bank | 342 | $37.3K | 0.01% | +23+7.2% | Added |
| Capital Advisors, Ltd. LLC | 382 | $42.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 395 | $43.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 400 | $43.6K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $43.6K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 402 | $43.8K | 0.02% | +22+5.8% | Added |
| Ogorek Anthony Joseph | 408 | $44.0K | 0.01% | −40−8.9% | Reduced |
| Westside Investment Management, Inc. | 415 | $44.7K | 0.01% | +127+44.1% | Added |
| Pflug Koory, LLC | 411 | $44.8K | 0.02% | −95−18.8% | Reduced |
| Empirical Asset Management, LLC | 21,116 | $45.5K | 0.01% | +21,116 | New |
| Millstone Evans Group, LLC | 420 | $45.8K | 0.03% | −420−50.0% | Reduced |
| Rise Advisors, LLC | 427 | $46.5K | 0.02% | +9+2.2% | Added |
| Dunhill Financial, LLC | 427 | $46.6K | 0.01% | +242+130.8% | Added |
| Catalyst Capital Advisors LLC | 434 | $47.3K | 0.00% | −473−52.1% | Reduced |
| Community Bank, N.A. | 438 | $47.7K | 0.01% | +313+250.4% | Added |
| Bank of New Hampshire | 443 | $48.3K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 452 | $49.3K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 452 | $49.3K | 0.02% | +2+0.4% | Added |
| Morse Asset Management, Inc | 462 | $50.3K | 0.01% | +462 | New |
| Wealth Preservation Advisors, LLC | 465 | $50.7K | 0.03% | +2+0.4% | Added |
| Creekmur Asset Management LLC | 467 | $50.9K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 471 | $51.3K | 0.01% | −1−0.2% | Reduced |
| Covestor Ltd | 484 | $52.0K | 0.03% | −330−40.5% | Reduced |
| Gen-Wealth Partners Inc | 486 | $53.0K | 0.02% | −131−21.2% | Reduced |
| JPL Wealth Management, LLC | 486 | $53.0K | 0.01% | +486 | New |
| TruNorth Capital Management, LLC | 500 | $54.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 511 | $55.2K | 0.01% | +216+73.2% | Added |
| Quest 10 Wealth Builders, Inc. | 533 | $58.1K | 0.05% | +25+4.9% | Added |
| Consultiva Wealth Management, Corp. | 549 | $59.8K | 0.17% | 00.0% | Unchanged |
| Vestor Capital, LLC | 547 | $60.0K | 0.00% | −67,528−99.2% | Reduced |
| First Command Advisory Services, Inc. | 554 | $60.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 557 | $60.7K | 0.00% | −172−23.6% | Reduced |
| Private Wealth Asset Management, LLC | 597 | $65.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 600 | $65.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 608 | $66.2K | 0.02% | +75+14.1% | Added |
| Adirondack Trust Co | 609 | $66.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 621 | $67.7K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $73.0K | 0.01% | −26−3.7% | Reduced |
| TFC Financial Management | 697 | $75.9K | 0.01% | +3+0.4% | Added |
| Sittner & Nelson, LLC | 700 | $76.3K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 705 | $76.8K | 0.01% | −556−44.1% | Reduced |
| Atlantic Trust, LLC | 709 | $77.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 721 | $78.6K | 0.01% | +21+3.0% | Added |
| True Wealth Design, LLC | 733 | $79.9K | 0.02% | +598+443.0% | Added |
| Duncker Streett & Co Inc | 750 | $81.7K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 750 | $81.7K | 0.01% | +750 | New |
| Smallwood Wealth Investment Management, LLC | 752 | $81.9K | 0.04% | +15+2.0% | Added |
| Aventura Private Wealth, LLC | 752 | $82.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 759 | $82.7K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 758 | $83.0K | 0.00% | +2+0.3% | Added |
| Silvant Capital Management LLC | 774 | $84.3K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 775 | $84.4K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 780 | $85.0K | 0.00% | +780 | New |
| AllSquare Wealth Management LLC | 840 | $91.5K | 0.05% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 850 | $92.6K | 0.01% | +100+13.3% | Added |
| First Community Trust NA | 866 | $94.4K | 0.07% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 876 | $95.4K | 0.09% | −514−37.0% | Reduced |
| Salomon & Ludwin, LLC | 903 | $96.3K | 0.01% | +596+194.1% | Added |
| Sarver Vrooman Wealth Advisors | 893 | $97.3K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 896 | $97.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 909 | $99.0K | 0.01% | −693−43.3% | Reduced |
| Wealth Watch Advisors, INC | 909 | $99.0K | 0.04% | −437−32.5% | Reduced |
| WPG Advisers, LLC | 919 | $100.1K | 0.08% | −21−2.2% | Reduced |
| Pacific Center for Financial Services | 920 | $100.2K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 926 | $100.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 946 | $103.1K | 0.02% | +500+112.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 950 | $103.5K | 0.02% | 00.0% | Unchanged |
| Ossiam | 968 | $105.5K | 0.00% | −5,297−84.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 983 | $107.1K | 0.04% | +155+18.7% | Added |
| Tortoise Investment Management, LLC | 998 | $108.7K | 0.01% | −150−13.1% | Reduced |