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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 2,047 | $223.0K | 0.02% | +2,047 | New |
| Wealthcare Advisory Partners LLC | 2,048 | $223.1K | 0.00% | +2,048 | New |
| Childress Capital Advisors, LLC | 2,049 | $223.2K | 0.04% | +2,049 | New |
| Cypress Wealth Services, LLC | 2,051 | $223.5K | 0.04% | +2,051 | New |
| Aviance Capital Partners, LLC | 2,053 | $223.7K | 0.03% | +2,053 | New |
| XML Financial, LLC | 2,055 | $223.9K | 0.02% | +2,055 | New |
| Onefund, LLC | 2,059 | $224.3K | 0.14% | +76+3.8% | Added |
| Soltis Investment Advisors LLC | 2,068 | $225.4K | 0.02% | +2,068 | New |
| Cooper Capital Advisors LLC | 2,070 | $225.6K | 0.15% | +2,070 | New |
| Siligmueller & Norvid Wealth Advisors LLC | 2,074 | $226.0K | 0.10% | +2,074 | New |
| Colonial Trust Co | 2,076 | $226.2K | 0.03% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 2,098 | $228.6K | 0.11% | +2,098 | New |
| Destination Wealth Management | 2,099 | $228.8K | 0.01% | +2,099 | New |
| Versor Investments LP | 2,100 | $228.8K | 0.04% | −816−28.0% | Reduced |
| Athena Investment Management | 2,100 | $228.8K | 0.12% | +2,100 | New |
| Five Oceans Advisors | 2,104 | $229.3K | 0.08% | +2,104 | New |
| Robertson Stephens Wealth Management, LLC | 2,105 | $229.4K | 0.01% | +2,105 | New |
| Cullen Investment Group, Ltd. | 2,162 | $230.5K | 0.03% | +2,162 | New |
| Clear Harbor Asset Management, LLC | 2,116 | $230.6K | 0.02% | +2,116 | New |
| Meritage Portfolio Management | 2,119 | $230.9K | 0.02% | +2,119 | New |
| Braun-Bostich & Associates Inc. | 2,125 | $231.5K | 0.15% | +2,125 | New |
| Charter Oak Capital Management, LLC | 2,129 | $232.0K | 0.02% | +2,129 | New |
| Beaton Management Co. Inc. | 2,125 | $232.0K | 0.11% | +2,125 | New |
| First Commonwealth Financial Corp | 2,132 | $232.3K | 0.04% | −180−7.8% | Reduced |
| McAdam, LLC | 2,134 | $232.5K | 0.01% | +2,134 | New |
| Tower Trust & Investment Co | 2,139 | $233.1K | 0.16% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,146 | $233.8K | 0.01% | +2,146 | New |
| Plimoth Trust Co LLC | 2,150 | $234.3K | 0.05% | −200−8.5% | Reduced |
| Hummer Financial Advisory Services Inc | 2,150 | $234.3K | 0.17% | +2,150 | New |
| Oregon Pacific Wealth Management, LLC | 2,166 | $236.0K | 0.20% | −584−21.2% | Reduced |
| Capital Wealth Management, LLC | 2,170 | $236.4K | 0.08% | +2,170 | New |
| Sym Financial Corp | 2,175 | $237.0K | 0.03% | +2,175 | New |
| Fire Capital Management LLC | 2,200 | $239.7K | 0.14% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 2,200 | $239.7K | 0.10% | +2,200 | New |
| Choate Investment Advisors | 2,205 | $240.3K | 0.00% | +2,205 | New |
| Rosenberg Matthew Hamilton | 2,215 | $241.3K | 0.05% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,224 | $242.3K | 0.10% | +2,224 | New |
| Forefront Wealth Management Inc. | 2,228 | $242.8K | 0.18% | +20+0.9% | Added |
| Cromwell Holdings LLC | 2,230 | $243.0K | 0.13% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,242 | $244.3K | 0.01% | +37+1.7% | Added |
| Grove Bank & Trust | 2,242 | $244.3K | 0.03% | +17+0.8% | Added |
| Stordahl Capital Management, Inc. | 2,245 | $244.6K | 0.05% | +39+1.8% | Added |
| Thrive Wealth Management, LLC | 2,255 | $245.7K | 0.04% | +16+0.7% | Added |
| Resources Management Corp | 2,260 | $246.0K | 0.03% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 2,260 | $246.3K | 0.03% | −467−17.1% | Reduced |
| Abel Hall, LLC | 2,272 | $247.6K | 0.10% | +6+0.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,278 | $248.2K | 0.04% | −129−5.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,291 | $249.6K | 0.11% | −293−11.3% | Reduced |
| Pure Financial Advisors, Inc. | 2,292 | $249.7K | 0.00% | +2,292 | New |
| Waterloo Capital, L.P. | 2,298 | $250.4K | 0.02% | +2,298 | New |
| TCI Wealth Advisors, Inc. | 2,304 | $251.0K | 0.01% | +12+0.5% | Added |
| Douglas Lane & Associates, LLC | 2,310 | $251.7K | 0.00% | +2,310 | New |
| City State Bank | 2,317 | $252.5K | 0.07% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 2,330 | $254.0K | 0.08% | −50−2.1% | Reduced |
| DGS Capital Management, LLC | 2,340 | $255.0K | 0.05% | +2,340 | New |
| Portfolio Design Labs, LLC | 2,360 | $257.1K | 0.04% | −732−23.7% | Reduced |
| Noble Family Wealth, LLC | 2,365 | $257.7K | 0.06% | +2,365 | New |
| Crestwood Advisors Group LLC | 2,369 | $258.1K | 0.00% | +2,369 | New |
| Revisor Wealth Management LLC | 2,423 | $258.8K | 0.09% | −268−10.0% | Reduced |
| Barnes Wealth Management Group, Inc | 2,398 | $261.3K | 0.14% | −101−4.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,398 | $261.3K | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,400 | $261.5K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,400 | $261.5K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,410 | $262.6K | 0.04% | +2,410 | New |
| Abundance Wealth Counselors | 2,417 | $263.4K | 0.05% | −200−7.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,418 | $263.5K | 0.03% | −519−17.7% | Reduced |
| Maxele Advisors, LLC | 2,422 | $263.9K | 0.23% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,422 | $264.0K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2,425 | $264.2K | 0.20% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,435 | $265.3K | 0.20% | −10−0.4% | Reduced |
| Ignite Planners, LLC | 2,441 | $266.0K | 0.04% | +14+0.6% | Added |
| W Advisors, LLC | 2,443 | $266.2K | 0.14% | +4+0.2% | Added |
| SBI Securities Co., Ltd. | 2,448 | $266.7K | 0.01% | −17−0.7% | Reduced |
| Roundview Capital LLC | 2,457 | $267.7K | 0.02% | +2,457 | New |
| Formidable Asset Management, LLC | 2,940 | $267.9K | 0.04% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,463 | $268.3K | 0.02% | +2,463 | New |
| Court Place Advisors, LLC | 2,464 | $268.5K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,468 | $268.9K | 0.01% | +361+17.1% | Added |
| Great Valley Advisor Group, Inc. | 2,469 | $269.4K | 0.01% | −115−4.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,530 | $270.0K | 0.18% | +176+7.5% | Added |
| Rockland Trust Co | 2,481 | $270.3K | 0.01% | +2,481 | New |
| HORAN Wealth, LLC | 2,487 | $271.0K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,496 | $272.0K | 0.01% | +2,496 | New |
| Alpha Cubed Investments, LLC | 2,507 | $273.2K | 0.01% | 00.0% | Unchanged |
| Mirova | 2,522 | $274.8K | 0.04% | −17,162−87.2% | Reduced |
| WealthShield Partners, LLC | 2,528 | $275.5K | 0.03% | −2−0.1% | Reduced |
| Nwam LLC | 2,541 | $275.7K | 0.01% | −192−7.0% | Reduced |
| Main Street Financial Solutions, LLC | 2,533 | $276.0K | 0.02% | −241−8.7% | Reduced |
| HBK Sorce Advisory LLC | 2,537 | $276.3K | 0.01% | +75+3.0% | Added |
| Capital Performance Advisors LLP | 2,540 | $276.8K | 0.05% | +2,540 | New |
| Lombard Odier Asset Management (USA) Corp | 2,541 | $276.9K | 0.06% | +2,541 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,547 | $277.5K | 0.18% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 2,547 | $277.5K | 0.04% | +42+1.7% | Added |
| Marble Harbor Investment Counsel, LLC | 2,550 | $277.8K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 2,554 | $278.3K | 0.06% | −14−0.5% | Reduced |
| Bell Investment Advisors, Inc | 2,556 | $278.5K | 0.05% | +5+0.2% | Added |
| Clarius Group, LLC | 2,565 | $279.5K | 0.02% | −3,348−56.6% | Reduced |
| Wealth Management Strategies, Inc. | 2,568 | $279.8K | 0.14% | +13+0.5% | Added |
| Alliance Wealth Management Group | 2,575 | $280.6K | 0.06% | +175+7.3% | Added |
| Towercrest Capital Management | 2,575 | $280.6K | 0.05% | +175+7.3% | Added |