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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 4,389 | $478.3K | 0.08% | −57−1.3% | Reduced |
| O'Brien Greene & Co. Inc | 4,391 | $478.4K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,395 | $478.9K | 0.08% | +210+5.0% | Added |
| Clark Financial Services Group Inc | 4,403 | $479.8K | 0.25% | +594+15.6% | Added |
| LGT Group Foundation | 4,519 | $482.8K | 0.01% | −7,965−63.8% | Reduced |
| Vista Investment Partners LLC | 4,438 | $483.6K | 0.14% | −20.0% | Reduced |
| Tradewinds Capital Management, LLC | 4,439 | $483.7K | 0.11% | 00.0% | Unchanged |
| Apeiron RIA LLC | 4,572 | $486.1K | 0.11% | −1,908−29.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,468 | $486.8K | 0.12% | −55−1.2% | Reduced |
| Ci Investments Inc. | 4,472 | $487.0K | 0.00% | +172+4.0% | Added |
| Quent Capital, LLC | 4,516 | $492.0K | 0.04% | +69+1.6% | Added |
| Intrepid Capital Management Inc | 4,518 | $492.3K | 0.19% | −4,817−51.6% | Reduced |
| Apella Capital, LLC | 4,622 | $493.3K | 0.01% | +1,325+40.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,534 | $494.0K | 0.01% | −292−6.1% | Reduced |
| BTG Pactual Asset Management US LLC | 4,548 | $495.6K | 0.06% | +4,548 | New |
| May Barnhard Investments LLC | 4,556 | $496.5K | 0.23% | −1,283−22.0% | Reduced |
| Sigma Planning Corp | 4,569 | $497.8K | 0.01% | −32−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,573 | $498.3K | 0.03% | −1,000−17.9% | Reduced |
| Bruce G. Allen Investments, LLC | 4,583 | $499.4K | 0.36% | +48+1.1% | Added |
| Rehmann Capital Advisory Group | 4,593 | $500.5K | 0.03% | +1,587+52.8% | Added |
| Martin Capital Advisors, LLP | 4,605 | $501.8K | 0.30% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 4,607 | $502.0K | 0.15% | −29−0.6% | Reduced |
| Brookwood Investment Group LLC | 4,629 | $504.4K | 0.07% | +4,629 | New |
| AdviceOne Advisory Services, LLC | 4,647 | $506.3K | 0.34% | 00.0% | Unchanged |
| Janney Capital Management LLC | 4,675 | $509.0K | 0.03% | 00.0% | Unchanged |
| Next Level Private LLC | 4,784 | $509.1K | 0.15% | +54+1.1% | Added |
| Howard Capital Management Inc. | 4,691 | $511.1K | 0.01% | +150+3.3% | Added |
| Interchange Capital Partners, LLC | 4,702 | $512.3K | 0.10% | +789+20.2% | Added |
| PFG Investments, LLC | 4,706 | $512.8K | 0.03% | +15+0.3% | Added |
| Koshinski Asset Management, Inc. | 4,718 | $514.1K | 0.03% | +2,423+105.6% | Added |
| Bahl & Gaynor Inc | 4,727 | $515.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,736 | $516.0K | 0.32% | +16+0.3% | Added |
| Wellington Shields & Co., LLC | 4,740 | $516.5K | 0.13% | 00.0% | Unchanged |
| Addison Capital Co | 4,741 | $516.6K | 0.15% | −1,449−23.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,743 | $516.8K | 0.03% | +5+0.1% | Added |
| Wharton Business Group, LLC | 4,780 | $520.8K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 4,780 | $520.8K | 0.09% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,803 | $523.3K | 0.03% | −216−4.3% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $528.1K | 0.23% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,854 | $528.9K | 0.18% | +190+4.1% | Added |
| City National Bank of Florida | 4,858 | $529.3K | 0.35% | −575−10.6% | Reduced |
| Charter Trust Co | 4,891 | $532.9K | 0.03% | −43−0.9% | Reduced |
| Two Sigma Advisers, LP | 4,900 | $533.9K | 0.00% | +4,900 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $534.6K | 0.38% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,912 | $535.2K | 0.02% | +474+10.7% | Added |
| Cove Private Wealth, LLC | 4,929 | $537.1K | 0.17% | 00.0% | Unchanged |
| Severin Investments, LLC | 4,930 | $537.2K | 0.48% | −84−1.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,948 | $539.1K | 0.04% | −9−0.2% | Reduced |
| Avestar Capital, LLC | 4,951 | $539.5K | 0.04% | −1,424−22.3% | Reduced |
| Northstar Group, Inc. | 4,959 | $540.3K | 0.08% | −10−0.2% | Reduced |
| Massachusetts Financial Services Co | 4,962 | $540.7K | 0.00% | +669+15.6% | Added |
| Sicart Associates LLC | 5,000 | $544.8K | 0.15% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,000 | $544.8K | 0.14% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 5,002 | $545.0K | 0.13% | +43+0.9% | Added |
| Penserra Capital Management LLC | 5,035 | $548.0K | 0.01% | +378+8.1% | Added |
| Modera Wealth Management, LLC | 5,031 | $548.2K | 0.01% | −204−3.9% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $549.7K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,050 | $550.2K | 0.05% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,070 | $552.4K | 0.33% | −1,575−23.7% | Reduced |
| Trust Point Inc. | 5,085 | $554.1K | 0.04% | +5,085 | New |
| Sapient Capital LLC | 5,066 | $556.0K | 0.01% | −125−2.4% | Reduced |
| Cidel Asset Management Inc | 5,109 | $556.7K | 0.03% | −570−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 5,116 | $557.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,124 | $558.3K | 0.02% | −91−1.7% | Reduced |
| Kovack Advisors, Inc. | 5,165 | $562.8K | 0.05% | −512−9.0% | Reduced |
| Mezzasalma Advisors, LLC | 5,170 | $563.3K | 0.14% | −139−2.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,192 | $565.8K | 0.11% | +98+1.9% | Added |
| Alhambra Investment Partners LLC | 5,225 | $569.3K | 0.27% | −950−15.4% | Reduced |
| TD Private Client Wealth LLC | 5,250 | $572.0K | 0.01% | +454+9.5% | Added |
| KG&L Capital Management,LLC | 5,271 | $574.3K | 0.16% | +2,034+62.8% | Added |
| Fortitude Advisory Group L.L.C. | 5,280 | $575.3K | 0.31% | 00.0% | Unchanged |
| Central Trust Co | 5,292 | $576.6K | 0.01% | +2,216+72.0% | Added |
| Global Retirement Partners, LLC | 5,292 | $576.6K | 0.01% | −32−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 5,299 | $577.4K | 0.07% | +109+2.1% | Added |
| FORA Capital, LLC | 5,307 | $578.3K | 0.10% | −6,127−53.6% | Reduced |
| Evercore Wealth Management, LLC | 5,313 | $578.9K | 0.01% | +1,400+35.8% | Added |
| Richard W. Paul & Associates, LLC | 5,327 | $580.5K | 0.20% | −141−2.6% | Reduced |
| Savvy Advisors, Inc. | 5,328 | $580.6K | 0.03% | +2,994+128.3% | Added |
| GenTrust, LLC | 5,336 | $581.4K | 0.03% | +336+6.7% | Added |
| Studio Investment Management LLC | 5,352 | $583.2K | 0.11% | −308−5.4% | Reduced |
| Van Strum & Towne Inc. | 5,377 | $585.9K | 0.17% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,384 | $586.6K | 0.02% | −200−3.6% | Reduced |
| Bayforest Capital Ltd | 5,404 | $588.8K | 0.28% | +5,404 | New |
| Firestone Capital Management | 5,413 | $589.8K | 0.13% | 00.0% | Unchanged |
| Garland Capital Management Inc | 5,425 | $591.1K | 8.13% | −14,370−72.6% | Reduced |
| Fortis Group Advisors, LLC | 5,455 | $594.4K | 0.10% | −740−11.9% | Reduced |
| Wealthstar Advisors, LLC | 5,463 | $595.3K | 0.23% | −1,478−21.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,468 | $595.8K | 0.04% | −623−10.2% | Reduced |
| Fundamentun, LLC | 5,482 | $597.4K | 0.02% | +41+0.8% | Added |
| Philadelphia Trust Co | 5,500 | $599.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 5,506 | $599.9K | 0.15% | +5,486+27,430.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,509 | $600.3K | 0.03% | +5,509 | New |
| Cornell Pochily Investment Advisors, Inc. | 5,512 | $600.6K | 0.18% | −97−1.7% | Reduced |
| Berkshire Asset Management LLC | 5,518 | $601.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,562 | $606.0K | 0.01% | +714+14.7% | Added |
| Summit Financial Wealth Advisors, LLC | 5,702 | $609.1K | 0.09% | +103+1.8% | Added |
| Leonteq Securities AG | 5,607 | $610.9K | 0.03% | −3,026−35.1% | Reduced |
| Red Door Wealth Management, LLC | 5,614 | $611.8K | 0.06% | −50−0.9% | Reduced |
| Altfest L J & Co Inc | 5,657 | $616.4K | 0.07% | −139−2.4% | Reduced |
| Money Concepts Capital Corp | 5,713 | $622.5K | 0.04% | +206+3.7% | Added |