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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 1,000 | $109.0K | 0.06% | −35−3.4% | Reduced |
| TCTC Holdings, LLC | 1,026 | $111.8K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,043 | $113.6K | 0.08% | −150−12.6% | Reduced |
| South Plains Financial, Inc. | 1,047 | $114.1K | 0.07% | +600+134.2% | Added |
| Clean Yield Group | 1,052 | $114.6K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,073 | $116.9K | 0.03% | +142+15.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $117.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,079 | $117.6K | 0.00% | −306−22.1% | Reduced |
| Crowley Wealth Management, Inc. | 1,082 | $117.9K | 0.09% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $119.9K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,098 | $120.0K | 0.04% | −966−46.8% | Reduced |
| PEAK6 LLC | 1,152 | $125.5K | 0.00% | +1,152 | New |
| Osterweis Capital Management Inc | 1,199 | $130.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,309 | $142.6K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,310 | $142.7K | 0.06% | −83−6.0% | Reduced |
| Caldwell Trust Co | 1,313 | $143.1K | 0.01% | +914+229.1% | Added |
| Addison Advisors LLC | 1,313 | $143.1K | 0.03% | +24+1.9% | Added |
| Ancora Advisors, LLC | 1,350 | $147.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,373 | $150.0K | 0.01% | +485+54.6% | Added |
| Bay Harbor Wealth Management, LLC | 1,408 | $153.4K | 0.04% | −55−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,428 | $155.6K | 0.07% | −349−19.6% | Reduced |
| Root Financial Partners, LLC | 1,429 | $155.7K | 0.01% | +1,429 | New |
| Bank of Jackson Hole Trust | 1,448 | $157.8K | 0.08% | +1,363+1,603.5% | Added |
| Tompkins Financial Corp | 1,464 | $159.5K | 0.01% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,600 | $174.3K | 0.09% | −200−11.1% | Reduced |
| Signature Resources Capital Management, LLC | 1,628 | $177.4K | 0.10% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,640 | $178.7K | 0.05% | +1,640 | New |
| ORG Wealth Partners, LLC | 1,641 | $178.8K | 0.04% | +610+59.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,662 | $181.1K | 0.04% | −267−13.8% | Reduced |
| Rowland & Co Investment Counsel | 1,678 | $182.8K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,682 | $183.3K | 0.01% | +31+1.9% | Added |
| Kimelman & Baird, LLC | 1,700 | $185.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,716 | $187.0K | 0.02% | +5+0.3% | Added |
| Sentry Investment Management LLC | 1,786 | $189.0K | 0.13% | −648−26.6% | Reduced |
| Gould Capital, LLC | 1,736 | $189.2K | 0.12% | −299−14.7% | Reduced |
| Heartwood Wealth Advisors LLC | 1,745 | $190.1K | 0.02% | +1,745 | New |
| Wellington Shields Capital Management, LLC | 1,750 | $190.7K | 0.03% | −750−30.0% | Reduced |
| Hemington Wealth Management | 1,794 | $195.0K | 0.03% | +64+3.7% | Added |
| Evermay Wealth Management LLC | 1,797 | $195.8K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,807 | $196.9K | 0.02% | +200+12.4% | Added |
| Clearstead Advisors, LLC | 1,823 | $198.6K | 0.00% | −2,138−54.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,834 | $199.8K | 0.04% | −13−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 7,829 | $201.9K | 0.03% | +669+9.3% | Added |
| Thomasville National Bank | 1,857 | $202.3K | 0.01% | +1,857 | New |
| Independent Financial Group, LLC | 1,867 | $203.4K | 0.00% | +1,867 | New |
| KFA Private Wealth Group, LLC | 1,869 | $203.7K | 0.06% | +1,869 | New |
| McIlrath & Eck, LLC | 1,873 | $204.1K | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 1,873 | $204.1K | 0.03% | +1,873 | New |
| Marshall Financial Group LLC | 1,875 | $204.3K | 0.04% | +1,875 | New |
| Detalus Advisors, LLC | 1,878 | $204.6K | 0.05% | +1,878 | New |
| Norman Fields, Gottscho Capital Management, LLC | 1,886 | $205.0K | 0.07% | +1,886 | New |
| Waddell & Associates, LLC | 1,883 | $205.2K | 0.02% | +1,883 | New |
| Accredited Investors Inc. | 1,884 | $205.3K | 0.01% | −1,451−43.5% | Reduced |
| Creekside Partners | 1,886 | $205.5K | 0.09% | +1,886 | New |
| BKM Wealth Management, LLC | 1,887 | $205.6K | 0.08% | +1,887 | New |
| Old Mission Investment Co LLC | 1,888 | $205.7K | 0.05% | +1,888 | New |
| Investors Research Corp | 1,894 | $206.4K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,895 | $206.5K | 0.07% | +1,895 | New |
| Glen Eagle Advisors, LLC | 1,902 | $207.2K | 0.03% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 1,883 | $208.0K | 0.03% | +1,883 | New |
| Hutchinson Capital Management | 1,911 | $208.2K | 0.04% | −550−22.3% | Reduced |
| NCM Capital Management, LLC | 1,914 | $208.5K | 0.08% | +1,914 | New |
| Wilkins Miller Wealth Management, LLC | 1,914 | $208.6K | 0.13% | +1,914 | New |
| E&G Advisors, LP | 1,918 | $208.9K | 0.05% | +1,918 | New |
| Wayfinding Financial, LLC | 1,920 | $209.0K | 0.09% | +1,920 | New |
| Rialto Wealth Management, LLC | 1,919 | $209.1K | 0.05% | +7+0.4% | Added |
| Arvest Bank Trust Division | 1,923 | $209.5K | 0.01% | +1,923 | New |
| City Holding Co | 1,928 | $210.1K | 0.03% | −376−16.3% | Reduced |
| Cetera Trust Company, N.A | 1,930 | $210.3K | 0.12% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,932 | $210.5K | 0.01% | +1,932 | New |
| OMNI 360 Wealth, Inc. | 1,936 | $210.9K | 0.12% | +1,936 | New |
| Harbour Investments, Inc. | 1,940 | $211.4K | 0.00% | +169+9.5% | Added |
| Texas Capital Bancshares Inc | 1,941 | $211.5K | 0.08% | +1,941 | New |
| Cornerstone Wealth Group, LLC | 1,948 | $212.2K | 0.01% | +1,948 | New |
| Ameritas Advisory Services, LLC | 1,954 | $212.9K | 0.01% | −775−28.4% | Reduced |
| Eisler Capital Management Ltd. | 1,965 | $213.3K | 0.00% | +1,965 | New |
| Newman Dignan & Sheerar, Inc. | 1,959 | $213.5K | 0.05% | +1,959 | New |
| Coastal Bridge Advisors, LLC | 1,959 | $213.5K | 0.02% | +1,959 | New |
| Trust Investment Advisors | 1,964 | $214.0K | 0.12% | +1,964 | New |
| Jackson Thornton Asset Management, LLC | 2,035 | $215.7K | 0.02% | +2,035 | New |
| SGL Investment Advisors, Inc. | 2,000 | $216.1K | 0.09% | +2,000 | New |
| Capital Investment Advisory Services, LLC | 1,987 | $216.5K | 0.02% | +1,987 | New |
| Rockline Wealth Management, LLC | 1,987 | $216.5K | 0.04% | +1,987 | New |
| Capstone Wealth Management Group LLC | 1,995 | $217.4K | 0.14% | +1,995 | New |
| Vision Financial Markets LLC | 2,000 | $217.9K | 0.19% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $217.9K | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,000 | $217.9K | 0.02% | +2,000 | New |
| Cadinha & Co LLC | 2,000 | $217.9K | 0.03% | +2,000 | New |
| Kidder Stephen W | 2,000 | $217.9K | 0.06% | +2,000 | New |
| Eagle Bluffs Wealth Management LLC | 2,000 | $217.9K | 0.09% | +2,000 | New |
| Quantum Financial Advisors, LLC | 2,001 | $218.1K | 0.03% | +2,001 | New |
| Santori & Peters | 2,004 | $218.4K | 0.08% | +2,004 | New |
| Fiducient Advisors LLC | 2,005 | $218.5K | 0.03% | +2,005 | New |
| Perpetual Ltd | 2,010 | $219.0K | 0.00% | −461−18.7% | Reduced |
| Lincoln Capital Corp | 2,010 | $219.0K | 0.08% | +2,010 | New |
| Perkins Coie Trust Co | 2,019 | $220.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,019 | $220.0K | 0.01% | +2,019 | New |
| Founders Financial Alliance, LLC | 2,028 | $221.0K | 0.04% | +2,028 | New |
| Kooman & Associates | 2,037 | $222.0K | 0.07% | +2,037 | New |
| FSM Wealth Advisors, LLC | 2,044 | $222.7K | 0.03% | +2,044 | New |