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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 2,586 | $281.8K | 0.00% | +352+15.8% | Added |
| WoodTrust Financial Corp | 2,602 | $284.0K | 0.03% | −2,733−51.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,611 | $284.0K | 0.00% | +2,611 | New |
| Oberweis Asset Management Inc | 2,608 | $284.1K | 0.01% | −289−10.0% | Reduced |
| Washington Trust Advisors, Inc. | 2,608 | $284.2K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,611 | $284.5K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,628 | $286.3K | 0.10% | +130+5.2% | Added |
| Retirement Planning Group | 2,651 | $288.9K | 0.01% | +32+1.2% | Added |
| Pettyjohn, Wood & White, Inc | 2,657 | $289.5K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,657 | $290.0K | 0.22% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 2,662 | $290.1K | 0.02% | +2,662 | New |
| Signature Estate & Investment Advisors LLC | 2,671 | $291.1K | 0.01% | +25+0.9% | Added |
| Monument Capital Management | 2,672 | $291.2K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,674 | $291.3K | 0.01% | +241+9.9% | Added |
| Crews Bank & Trust | 2,683 | $292.3K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,692 | $293.3K | 0.10% | +2,211+459.7% | Added |
| Fiduciary Financial Group, LLC | 2,703 | $294.5K | 0.05% | −9−0.3% | Reduced |
| Parkside Financial Bank & Trust | 2,717 | $296.0K | 0.02% | −8−0.3% | Reduced |
| Chemung Canal Trust Co | 2,719 | $296.3K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,722 | $296.6K | 0.03% | +13+0.5% | Added |
| Americana Partners, LLC | 2,736 | $298.1K | 0.01% | +2,736 | New |
| Capital Investment Advisors, LLC | 2,750 | $299.6K | 0.00% | +26+1.0% | Added |
| Stockman Wealth Management, Inc. | 2,750 | $299.6K | 0.04% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 2,762 | $300.9K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,776 | $302.5K | 0.04% | +6+0.2% | Added |
| Smith, Moore & Co. | 2,788 | $303.8K | 0.02% | −238−7.9% | Reduced |
| TD Capital Management LLC | 2,797 | $304.7K | 0.03% | −97−3.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,800 | $305.1K | 0.08% | +2,800 | New |
| Insigneo Advisory Services, LLC | 2,801 | $305.2K | 0.02% | +44+1.6% | Added |
| Plancorp, LLC | 2,821 | $307.4K | 0.01% | −43−1.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,824 | $307.7K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,826 | $307.9K | 0.01% | −506−15.2% | Reduced |
| AlTi Global, Inc. | 2,829 | $307.9K | 0.01% | +83+3.0% | Added |
| Everhart Financial Group, Inc. | 2,827 | $308.0K | 0.03% | +2,827 | New |
| Werba Rubin Papier Wealth Management | 2,833 | $308.7K | 0.05% | +15+0.5% | Added |
| Parcion Private Wealth LLC | 2,846 | $310.1K | 0.02% | +217+8.3% | Added |
| Prelude Capital Management, LLC | 2,849 | $310.4K | 0.02% | +2,849 | New |
| MinichMacGregor Wealth Management, LLC | 2,859 | $311.5K | 0.06% | −67−2.3% | Reduced |
| Brooktree Capital Management | 2,860 | $311.6K | 0.20% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,870 | $312.7K | 0.01% | +237+9.0% | Added |
| Chicago Trust Co NA | 2,871 | $312.8K | 0.04% | +2,871 | New |
| International Assets Investment Management, LLC | 3,454 | $313.1K | 0.03% | −19,000−84.6% | Reduced |
| GM Advisory Group, Inc. | 2,898 | $315.8K | 0.01% | −969−25.1% | Reduced |
| MV Capital Management, Inc. | 2,904 | $316.4K | 0.03% | −334−10.3% | Reduced |
| Sage Capital Management, LLC | 2,910 | $317.0K | 0.14% | +10.0% | Added |
| Obsidian Personal Planning Solutions LLC | 2,938 | $317.1K | 0.11% | −3−0.1% | Reduced |
| Verity Asset Management, Inc. | 2,911 | $317.2K | 0.10% | +20+0.7% | Added |
| North Star Investment Management Corp. | 2,912 | $317.3K | 0.02% | +8+0.3% | Added |
| Fragasso Group Inc. | 2,980 | $317.7K | 0.02% | +21+0.7% | Added |
| Bullock Wealth Management Group | 2,974 | $317.7K | 0.16% | −151−4.8% | Reduced |
| Hengehold Capital Management LLC | 2,923 | $318.5K | 0.03% | +31+1.1% | Added |
| Matisse Capital | 2,940 | $320.3K | 0.14% | 00.0% | Unchanged |
| Syverson Strege & Co | 2,953 | $321.8K | 0.08% | −145−4.7% | Reduced |
| Peck Wealth Management, LLC | 2,954 | $321.9K | 0.31% | +2,954 | New |
| Cedar Mountain Advisors, LLC | 2,957 | $322.2K | 0.06% | +2,957 | New |
| Ledyard National Bank | 2,958 | $322.3K | 0.03% | +19+0.6% | Added |
| Aprio Wealth Management, LLC | 2,999 | $326.8K | 0.03% | +583+24.1% | Added |
| Arete Wealth Advisors, LLC | 3,011 | $328.0K | 0.02% | +464+18.2% | Added |
| Maia Wealth LLC | 2,959 | $328.3K | 0.06% | −33−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 3,017 | $328.7K | 0.00% | +26+0.9% | Added |
| Oliver Luxxe Assets LLC | 3,018 | $328.9K | 0.05% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,020 | $329.1K | 0.03% | −67−2.2% | Reduced |
| Bangor Savings Bank | 3,032 | $330.4K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,040 | $331.2K | 0.01% | +23+0.8% | Added |
| Calamos Wealth Management LLC | 3,063 | $333.7K | 0.01% | +3,063 | New |
| AlphaCore Capital LLC | 3,072 | $334.8K | 0.01% | +2,297+296.4% | Added |
| Burke & Herbert Bank & Trust Co | 3,092 | $336.9K | 0.07% | 00.0% | Unchanged |
| Spinnaker Trust | 3,101 | $337.9K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 3,103 | $338.1K | 0.01% | +3,103 | New |
| Trinity Financial Advisors LLC | 3,111 | $339.0K | 0.10% | −100−3.1% | Reduced |
| Battery Global Advisors, LLC | 3,112 | $339.1K | 0.16% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,127 | $340.7K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,134 | $341.5K | 0.05% | +13+0.4% | Added |
| Mutual Advisors, LLC | 3,211 | $342.5K | 0.01% | −2,447−43.2% | Reduced |
| Stablepoint Partners, LLC | 3,148 | $343.0K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,153 | $343.6K | 0.00% | +3,153 | New |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $343.7K | 0.09% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,158 | $344.1K | 0.06% | +207+7.0% | Added |
| Linscomb & Williams, Inc. | 3,160 | $344.3K | 0.01% | +36+1.2% | Added |
| MONECO Advisors, LLC | 3,166 | $345.0K | 0.03% | +3,166 | New |
| CFS Investment Advisory Services, LLC | 3,198 | $345.4K | 0.03% | +154+5.1% | Added |
| Haverford Trust Co | 3,172 | $345.6K | 0.00% | +13+0.4% | Added |
| Meridian Investment Counsel Inc. | 3,200 | $348.7K | 0.09% | −200−5.9% | Reduced |
| Rice Partnership, LLC | 3,200 | $348.7K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 3,206 | $349.3K | 0.08% | −31−1.0% | Reduced |
| Fairview Capital Investment Management, LLC | 3,207 | $349.4K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,215 | $350.3K | 0.32% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,222 | $351.1K | 0.01% | +772+31.5% | Added |
| Advisor OS, LLC | 3,225 | $351.4K | 0.03% | −300−8.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,241 | $353.1K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,284 | $357.8K | 0.01% | +132+4.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,312 | $360.9K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 3,314 | $361.1K | 0.09% | −4,497−57.6% | Reduced |
| One Wealth Advisors, LLC | 3,319 | $361.6K | 0.05% | −2,776−45.5% | Reduced |
| Regatta Capital Group, LLC | 3,320 | $361.7K | 0.06% | −7−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,322 | $362.0K | 0.04% | +17+0.5% | Added |
| Sandbox Financial Partners, LLC | 3,324 | $362.2K | 0.10% | +7+0.2% | Added |
| Novem Group | 3,329 | $362.7K | 0.04% | −34−1.0% | Reduced |
| Spire Wealth Management | 3,329 | $362.8K | 0.01% | +248+8.0% | Added |
| Groupe la Francaise | 3,331 | $362.9K | 0.00% | −1,236−27.1% | Reduced |