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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 3,332 | $363.1K | 0.00% | +1,088+48.5% | Added |
| Breakwater Capital Group | 3,346 | $364.6K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 3,353 | $365.4K | 0.04% | +88+2.7% | Added |
| Norden Group LLC | 3,377 | $367.9K | 0.04% | +779+30.0% | Added |
| L2 Asset Management, LLC | 3,381 | $368.4K | 0.05% | +157+4.9% | Added |
| Krilogy Financial LLC | 3,391 | $368.6K | 0.01% | +3,391 | New |
| Howard Capital Management Group, LLC | 3,387 | $369.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 3,406 | $371.1K | 0.04% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,415 | $372.1K | 0.14% | −77−2.2% | Reduced |
| Mystic Asset Management, Inc. | 3,423 | $373.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,424 | $373.1K | 0.11% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,426 | $373.3K | 0.11% | +32+0.9% | Added |
| Simon Quick Advisors, LLC | 3,428 | $373.5K | 0.02% | +757+28.3% | Added |
| Bridgewater Advisors Inc. | 3,598 | $374.1K | 0.03% | +126+3.6% | Added |
| Virtue Capital Management, LLC | 2,000 | $374.3K | 0.08% | −1,381−40.8% | Reduced |
| J. Team Financial, Inc. | 3,441 | $374.9K | 0.38% | +3,441 | New |
| Sound View Wealth Advisors Group, LLC | 3,445 | $375.4K | 0.03% | −1,140−24.9% | Reduced |
| Keel Point, LLC | 3,447 | $375.6K | 0.02% | +68+2.0% | Added |
| Longboard Asset Management, LP | 3,474 | $378.5K | 0.61% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 3,545 | $378.7K | 0.13% | +124+3.6% | Added |
| LM Advisors LLC | 3,482 | $379.0K | 0.05% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,490 | $380.3K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,491 | $380.4K | 0.02% | +214+6.5% | Added |
| Bright Futures Wealth Management, LLC. | 3,500 | $381.4K | 0.30% | +3,500 | New |
| BlackDiamond Wealth Management Inc. | 3,520 | $383.5K | 0.21% | +9+0.3% | Added |
| Hudock, Inc. | 3,524 | $384.0K | 0.06% | 00.0% | Unchanged |
| Optas, LLC | 3,538 | $385.5K | 0.07% | +160+4.7% | Added |
| Integrated Advisors Network LLC | 3,543 | $386.1K | 0.02% | −83−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,638 | $389.1K | 0.01% | +3,638 | New |
| Aigen Investment Management, LP | 3,577 | $389.8K | 0.06% | −3,380−48.6% | Reduced |
| Drive Wealth Management, LLC | 3,580 | $390.1K | 0.08% | +92+2.6% | Added |
| Stiles Financial Services Inc | 3,598 | $392.0K | 0.12% | +3,598 | New |
| Templeton & Phillips Capital Management, LLC | 3,601 | $392.4K | 0.28% | 00.0% | Unchanged |
| Diametric Capital, LP | 3,629 | $395.4K | 0.15% | +3,629 | New |
| Columbus Macro, LLC | 3,635 | $396.1K | 0.05% | −225−5.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,644 | $397.1K | 0.01% | −189−4.9% | Reduced |
| Seven Mile Advisory | 3,646 | $397.2K | 0.06% | +3,646 | New |
| a16z Perennial Management, L.P. | 3,647 | $397.4K | 0.03% | +3,647 | New |
| Invesco, LLC | 3,650 | $397.8K | 0.13% | +558+18.0% | Added |
| Peddock Capital Advisors, LLC | 3,690 | $402.1K | 0.09% | −248−6.3% | Reduced |
| Meyer Handelman Co | 3,696 | $402.7K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 3,701 | $403.0K | 0.08% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,748 | $408.4K | 0.01% | +657+21.3% | Added |
| Baker Avenue Asset Management, LP | 3,752 | $408.8K | 0.01% | +1,172+45.4% | Added |
| Exencial Wealth Advisors, LLC | 3,755 | $409.2K | 0.01% | +154+4.3% | Added |
| Ethos Financial Group, LLC | 3,765 | $410.2K | 0.03% | −561−13.0% | Reduced |
| Brendel Financial Advisors LLC | 3,779 | $411.8K | 0.21% | +3,779 | New |
| David Loasby | 3,857 | $412.5K | 0.03% | +4+0.1% | Added |
| Angeles Wealth Management, LLC | 3,798 | $413.8K | 0.03% | +98+2.6% | Added |
| Tritonpoint Wealth, LLC | 3,807 | $414.8K | 0.04% | +43+1.1% | Added |
| FDx Advisors, Inc. | 3,859 | $417.0K | 0.12% | +125+3.3% | Added |
| First Heartland Consultants, Inc. | 3,829 | $417.2K | 0.03% | −1,068−21.8% | Reduced |
| Vigilare Wealth Management | 3,834 | $417.8K | 0.14% | +3,834 | New |
| HBW Advisory Services LLC | 3,835 | $417.8K | 0.05% | +3,835 | New |
| Daymark Wealth Partners, LLC | 3,850 | $419.5K | 0.01% | −355−8.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,854 | $419.9K | 0.04% | +981+34.1% | Added |
| 1858 Wealth Management, LLC | 3,867 | $421.3K | 0.30% | −146−3.6% | Reduced |
| Modern Wealth Management, LLC | 3,880 | $422.7K | 0.01% | −1,734−30.9% | Reduced |
| Boston Trust Walden Corp | 3,894 | $424.3K | 0.00% | +320+9.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,909 | $426.0K | 0.07% | +3,909 | New |
| United Advisor Group, LLC | 3,911 | $426.2K | 0.06% | −1,648−29.6% | Reduced |
| Barrett & Company, Inc. | 3,920 | $427.1K | 0.15% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,924 | $427.6K | 0.29% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,937 | $429.0K | 0.03% | −3−0.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $432.0K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,973 | $432.9K | 0.02% | +53+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,977 | $433.3K | 0.03% | −75−1.9% | Reduced |
| Rbo & Co LLC | 4,000 | $435.8K | 0.07% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,018 | $437.8K | 0.17% | +818+25.6% | Added |
| Stephenson & Company, Inc. | 4,020 | $438.0K | 0.25% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,022 | $438.2K | 0.03% | +17+0.4% | Added |
| Caitlin John, LLC | 4,059 | $442.3K | 0.31% | +194+5.0% | Added |
| Kera Capital Partners, Inc. | 4,065 | $442.9K | 0.07% | +457+12.7% | Added |
| DiNuzzo Private Wealth, Inc. | 4,206 | $444.1K | 0.05% | +20.0% | Added |
| IFP Advisors, Inc | 4,082 | $444.8K | 0.01% | −201−4.7% | Reduced |
| C M Bidwell & Associates Ltd | 4,083 | $444.9K | 0.21% | −307−7.0% | Reduced |
| Hickory Point Bank & Trust | 4,107 | $447.5K | 0.33% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4,107 | $447.5K | 0.03% | +214+5.5% | Added |
| Capital Analysts, LLC | 4,121 | $449.0K | 0.01% | +525+14.6% | Added |
| Petros Family Wealth, LLC | 4,146 | $451.7K | 0.38% | −115−2.7% | Reduced |
| Essential Partners LLC | 4,147 | $451.9K | 0.15% | +149+3.7% | Added |
| Tributary Capital Management, LLC | 4,150 | $452.2K | 0.04% | +4,150 | New |
| Wilson & Boucher Capital Management, LLC | 4,165 | $453.8K | 0.30% | −100−2.3% | Reduced |
| Clear Creek Financial Management, LLC | 4,168 | $454.2K | 0.04% | +238+6.1% | Added |
| M.E. Allison & Co., Inc. | 4,185 | $455.9K | 0.32% | −68−1.6% | Reduced |
| JNBA Financial Advisors | 4,187 | $456.2K | 0.04% | −700−14.3% | Reduced |
| Sepio Capital, LP | 4,202 | $457.9K | 0.03% | +116+2.8% | Added |
| Baader Bank INC | 4,347 | $457.9K | 0.04% | −382−8.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $460.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,242 | $462.2K | 0.04% | +21+0.5% | Added |
| PDS Planning, Inc | 4,244 | $462.4K | 0.03% | +125+3.0% | Added |
| Burns Matteson Capital Management, LLC | 4,251 | $463.2K | 0.19% | −38−0.9% | Reduced |
| Keyvantage Wealth, LLC | 4,270 | $465.3K | 0.20% | −661−13.4% | Reduced |
| Hofer & Associates. Inc | 4,282 | $466.5K | 0.27% | +20.0% | Added |
| Midwest Trust Co | 4,283 | $466.7K | 0.01% | −27−0.6% | Reduced |
| CWA Asset Management Group, LLC | 4,288 | $467.2K | 0.02% | +217+5.3% | Added |
| Virtus ETF Advisers LLC | 4,337 | $472.6K | 0.26% | −2,913−40.2% | Reduced |
| Freestone Capital Holdings, LLC | 4,348 | $473.8K | 0.01% | −306−6.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,352 | $474.2K | 0.08% | +4,352 | New |
| Claro Advisors LLC | 4,362 | $475.3K | 0.07% | +622+16.6% | Added |