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
- 1,645
- +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
- 575 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 |
|---|---|---|---|---|---|
| Rogco, LP | 5,738 | $625.2K | 0.22% | +5,738 | New |
| SeaCrest Wealth Management, LLC | 5,901 | $625.6K | 0.07% | −303−4.9% | Reduced |
| Resonant Capital Advisors, LLC | 5,744 | $625.9K | 0.04% | +190+3.4% | Added |
| Gilbert Capital Group, Inc. | 5,795 | $631.4K | 0.49% | 00.0% | Unchanged |
| MFA Wealth Services | 5,838 | $636.2K | 0.44% | +180+3.2% | Added |
| IVC Wealth Advisors LLC | 5,870 | $639.6K | 0.29% | −377−6.0% | Reduced |
| Mairs & Power Inc | 5,888 | $641.6K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,937 | $646.9K | 0.17% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 5,961 | $649.5K | 0.17% | +5,961 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,969 | $650.4K | 0.02% | −72−1.2% | Reduced |
| IFG Advisors, LLC | 5,999 | $653.7K | 0.11% | 00.0% | Unchanged |
| Twinbeech Capital LP | 6,001 | $653.9K | 0.03% | +6,001 | New |
| Warner Financial, Inc | 6,033 | $657.0K | 0.25% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 6,133 | $668.2K | 0.30% | +6,133 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,148 | $669.9K | 0.00% | −79,506−92.8% | Reduced |
| Sax Wealth Advisors, LLC | 6,165 | $671.7K | 0.04% | +685+12.5% | Added |
| Oppenheimer Asset Management Inc. | 6,167 | $672.0K | 0.01% | −6−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $672.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,198 | $675.3K | 0.10% | 00.0% | Unchanged |
| S&T Bank | 6,212 | $676.9K | 0.19% | +262+4.4% | Added |
| First National Bank & Trust Co of Newtown | 6,287 | $685.0K | 0.13% | −280−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,305 | $687.0K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,339 | $690.8K | 0.00% | −504−7.4% | Reduced |
| Stenger Family Office, LLC | 6,430 | $691.7K | 0.15% | +3,625+129.2% | Added |
| Leavell Investment Management, Inc. | 6,350 | $691.9K | 0.03% | −210−3.2% | Reduced |
| Advisors Capital Management, LLC | 6,397 | $697.0K | 0.01% | +874+15.8% | Added |
| New Age Alpha Advisors, LLC | 6,419 | $699.4K | 0.03% | −366−5.4% | Reduced |
| Radnor Capital Management, LLC | 6,429 | $700.5K | 0.11% | +2,384+58.9% | Added |
| Hayek Kallen Investment Management | 6,429 | $701.0K | 0.22% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 6,480 | $706.0K | 0.34% | +770+13.5% | Added |
| Drucker Wealth 3.0, LLC | 6,526 | $711.1K | 0.13% | −850−11.5% | Reduced |
| Argus Investors' Counsel, Inc. | 6,530 | $711.5K | 0.57% | −110−1.7% | Reduced |
| Scientech Research LLC | 6,616 | $720.9K | 0.25% | −3,634−35.5% | Reduced |
| Moneta Group Investment Advisors LLC | 6,617 | $721.0K | 0.01% | −306−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,685 | $725.0K | 0.02% | +1,509+29.2% | Added |
| Virtu Financial LLC | 6,663 | $726.0K | 0.04% | +6,663 | New |
| Skopos Labs, Inc. | 8,815 | $728.0K | 0.10% | −86−1.0% | Reduced |
| Employees Retirement System of Texas | 6,688 | $729.0K | 0.01% | +893+15.4% | Added |
| Ransom Advisory, Ltd | 6,692 | $729.2K | 0.33% | 00.0% | Unchanged |
| Argent Capital Management LLC | 6,700 | $730.0K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 6,715 | $731.7K | 0.17% | −200−2.9% | Reduced |
| Perbak Capital Partners LLP | 6,742 | $734.6K | 0.13% | +6,742 | New |
| First Foundation Advisors | 6,746 | $735.0K | 0.03% | −278−4.0% | Reduced |
| Smartleaf Asset Management LLC | 6,697 | $735.1K | 0.05% | +2,175+48.1% | Added |
| Engineers Gate Manager LP | 6,812 | $742.2K | 0.01% | −123,762−94.8% | Reduced |
| Accurate Wealth Management, LLC | 6,932 | $742.4K | 0.10% | +289+4.4% | Added |
| Versant Capital Management, Inc | 6,819 | $743.0K | 0.10% | +140+2.1% | Added |
| OmniStar Financial Group, Inc. | 6,833 | $744.6K | 0.45% | +1,159+20.4% | Added |
| Ameritas Investment Partners, Inc. | 6,854 | $746.9K | 0.02% | −25−0.4% | Reduced |
| Hudson Bay Capital Management LP | 6,904 | $752.3K | 0.00% | +6,904 | New |
| Strategic Investment Advisors | 6,936 | $755.7K | 0.07% | −1,002−12.6% | Reduced |
| FineMark National Bank & Trust | 6,955 | $757.8K | 0.02% | +38+0.5% | Added |
| Cigna Investments Inc | 6,965 | $759.0K | 0.11% | −177−2.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,966 | $759.1K | 0.08% | −1,670−19.3% | Reduced |
| Legacy Capital Group California, Inc. | 6,984 | $761.0K | 0.19% | +702+11.2% | Added |
| Keystone Financial Group | 6,987 | $762.8K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 7,014 | $764.2K | 0.18% | +35+0.5% | Added |
| Diversify Advisory Services, LLC | 7,080 | $765.1K | 0.03% | −170−2.3% | Reduced |
| KMG Fiduciary Partners, LLC | 7,052 | $768.4K | 0.05% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 7,060 | $769.2K | 0.08% | −85−1.2% | Reduced |
| RKL Wealth Management LLC | 7,063 | $769.5K | 0.07% | +6+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 7,159 | $780.2K | 0.19% | +2,754+62.5% | Added |
| Checchi Capital Advisers, LLC | 7,232 | $788.0K | 0.05% | −558−7.2% | Reduced |
| Lionshead Wealth Management, LLC | 7,287 | $794.0K | 0.63% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 7,327 | $798.4K | 0.28% | +46+0.6% | Added |
| Atlantic Union Bankshares Corp | 7,346 | $800.5K | 0.02% | −57−0.8% | Reduced |
| Oxford Financial Group Ltd | 7,374 | $803.5K | 0.05% | +284+4.0% | Added |
| Transcend Wealth Collective, LLC | 7,421 | $808.6K | 0.06% | +1,437+24.0% | Added |
| GTS Securities LLC | 7,469 | $813.8K | 0.03% | +2,523+51.0% | Added |
| Private Trust Co NA | 7,476 | $814.6K | 0.07% | −214−2.8% | Reduced |
| Lebenthal Global Advisors, LLC | 7,479 | $814.9K | 0.14% | +1,853+32.9% | Added |
| Basepoint Wealth LLC | 7,490 | $816.1K | 0.58% | −590−7.3% | Reduced |
| Woodward Diversified Capital, LLC | 7,501 | $817.4K | 0.38% | −84−1.1% | Reduced |
| Signet Financial Management, LLC | 7,530 | $820.5K | 0.10% | −111−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 7,539 | $821.5K | 0.02% | +94+1.3% | Added |
| Chilton Capital Management LLC | 7,547 | $822.3K | 0.03% | −1,159−13.3% | Reduced |
| Exchange Bank | 7,555 | $823.2K | 0.57% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 7,556 | $823.3K | 0.32% | +357+5.0% | Added |
| Tradewinds, LLC. | 7,577 | $825.6K | 0.20% | +7,577 | New |
| ING Groep NV | 7,584 | $826.4K | 0.00% | −4,087−35.0% | Reduced |
| denkapparat Operations GmbH | 7,610 | $829.2K | 0.53% | +2,140+39.1% | Added |
| Congress Asset Management Co | 7,632 | $831.6K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,643 | $832.8K | 0.06% | +7,643 | New |
| Wedmont Private Capital | 7,800 | $834.1K | 0.03% | +323+4.3% | Added |
| Redmond Asset Management, LLC | 7,667 | $835.4K | 0.21% | −1,398−15.4% | Reduced |
| Legacy Financial Advisors, Inc. | 7,749 | $844.4K | 0.12% | −1,303−14.4% | Reduced |
| Harvest Fund Management Co., Ltd | 7,785 | $848.0K | 0.04% | +4,612+145.4% | Added |
| Centaurus Financial, Inc. | 7,794 | $849.0K | 0.04% | +1,065+15.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,830 | $853.2K | 0.10% | +369+4.9% | Added |
| Farmers National Bank | 7,848 | $855.1K | 0.20% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 7,874 | $858.0K | 0.11% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 7,884 | $859.0K | 0.06% | +261+3.4% | Added |
| Brown, Lisle/Cummings, Inc. | 7,900 | $860.8K | 0.22% | +2,334+41.9% | Added |
| Builder Investment Group Inc | 7,911 | $862.0K | 0.19% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $865.5K | 0.37% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,947 | $865.9K | 0.29% | +883+12.5% | Added |
| Manchester Capital Management LLC | 7,982 | $869.7K | 0.12% | −3,321−29.4% | Reduced |
| Pitcairn Co | 8,086 | $881.1K | 0.07% | −14,352−64.0% | Reduced |
| Kathmere Capital Management, LLC | 8,133 | $886.2K | 0.06% | −70−0.9% | Reduced |
| Wealth Quarterback LLC | 8,137 | $886.6K | 0.34% | −509−5.9% | Reduced |