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 |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 8,142 | $887.2K | 0.12% | −699−7.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 8,260 | $900.0K | 0.15% | −1,330−13.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,276 | $901.8K | 0.06% | +6,462+356.2% | Added |
| Nations Financial Group Inc, | 8,314 | $905.9K | 0.06% | +36+0.4% | Added |
| Inscription Capital, LLC | 8,324 | $907.0K | 0.10% | +3,179+61.8% | Added |
| Twin City Private Wealth, LLC | 8,359 | $910.8K | 0.71% | +253+3.1% | Added |
| RB Capital Management, LLC | 8,381 | $913.2K | 0.19% | +391+4.9% | Added |
| Trust Asset Management LLC | 8,388 | $914.0K | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 8,436 | $919.2K | 0.04% | −27−0.3% | Reduced |
| Sagespring Wealth Partners, LLC | 8,445 | $920.2K | 0.02% | +383+4.8% | Added |
| Jeppson Wealth Management, LLC | 8,459 | $921.7K | 0.29% | −150−1.7% | Reduced |
| Summit Financial Strategies, Inc. | 8,478 | $923.8K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,493 | $925.4K | 0.11% | −2,142−20.1% | Reduced |
| D.A. Davidson & Co. | 8,507 | $927.0K | 0.01% | +392+4.8% | Added |
| Perigon Wealth Management, LLC | 8,508 | $927.1K | 0.02% | +1,274+17.6% | Added |
| Harbor Investment Advisory, LLC | 8,517 | $928.0K | 0.08% | +42+0.5% | Added |
| Sovran Advisors, LLC | 8,616 | $929.8K | 0.08% | −1,856−17.7% | Reduced |
| S-Bank Fund Management Ltd | 8,552 | $931.8K | 0.12% | −111−1.3% | Reduced |
| Crawford Investment Counsel Inc | 8,620 | $939.2K | 0.02% | −40.0% | Reduced |
| Sunbelt Securities, Inc. | 8,632 | $940.5K | 0.06% | +1,178+15.8% | Added |
| BSW Wealth Partners | 8,679 | $945.6K | 0.12% | +3,517+68.1% | Added |
| Trust Co of Virginia | 8,683 | $946.1K | 0.08% | −240−2.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,694 | $947.3K | 0.09% | +331+4.0% | Added |
| Fortress Private Ledger, LLC | 8,731 | $951.4K | 0.35% | +1,153+15.2% | Added |
| WFA of San Diego, LLC | 8,734 | $951.7K | 0.65% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 8,800 | $958.8K | 0.31% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 8,817 | $960.7K | 0.50% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,836 | $962.7K | 0.08% | −1,621−15.5% | Reduced |
| Canandaigua National Bank & Trust Co | 8,836 | $962.8K | 0.08% | −268−2.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,847 | $964.0K | 0.49% | +2,433+37.9% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,887 | $968.3K | 0.10% | −476−5.1% | Reduced |
| Peoples Bank | 8,895 | $969.2K | 0.96% | −4,022−31.1% | Reduced |
| Flputnam Investment Management Co | 8,903 | $970.0K | 0.01% | −29−0.3% | Reduced |
| NBC Securities, Inc. | 8,932 | $973.3K | 0.07% | −433−4.6% | Reduced |
| Strategy Asset Managers LLC | 8,934 | $973.4K | 0.18% | −30.0% | Reduced |
| Invst, LLC | 8,969 | $977.3K | 0.11% | +204+2.3% | Added |
| Rexford Capital Inc | 8,975 | $977.9K | 0.76% | −200−2.2% | Reduced |
| Heartland Bank & Trust Co | 8,998 | $980.4K | 0.40% | −27−0.3% | Reduced |
| Smith Group Asset Management, LLC | 9,000 | $980.6K | 0.06% | 00.0% | Unchanged |
| CSS LLC | 9,028 | $983.7K | 0.06% | −10,662−54.1% | Reduced |
| Tectonic Advisors LLC | 9,041 | $985.1K | 0.05% | −800−8.1% | Reduced |
| Wesbanco Bank Inc | 9,076 | $988.9K | 0.03% | +4,339+91.6% | Added |
| Gilbert & Cook, Inc. | 9,105 | $992.1K | 0.13% | +184+2.1% | Added |
| Mather Group, LLC. | 9,146 | $996.5K | 0.01% | +426+4.9% | Added |
| Simplicity Wealth,LLC | 9,146 | $996.6K | 0.06% | −5,005−35.4% | Reduced |
| Loudon Investment Management, LLC | 9,177 | $999.9K | 0.52% | −250−2.7% | Reduced |
| CX Institutional | 9,265 | $1.01M | 0.03% | +88+1.0% | Added |
| Prospera Financial Services Inc | 9,261 | $1.01M | 0.02% | +2,658+40.3% | Added |
| TownSquare Capital, LLC | 9,342 | $1.02M | 0.15% | −1,796−16.1% | Reduced |
| Raleigh Capital Management Inc. | 9,360 | $1.02M | 0.39% | −723−7.2% | Reduced |
| Hanlon Investment Management, Inc. | 9,395 | $1.02M | 0.62% | +642+7.3% | Added |
| Round Rock Advisors, LLC | 9,398 | $1.02M | 0.16% | −315−3.2% | Reduced |
| Curbstone Financial Management Corp | 9,400 | $1.02M | 0.20% | −350−3.6% | Reduced |
| Hillsdale Investment Management Inc. | 9,400 | $1.02M | 0.03% | +500+5.6% | Added |
| Foundations Investment Advisors, LLC | 9,485 | $1.03M | 0.02% | +787+9.0% | Added |
| HF Advisory Group, LLC | 9,508 | $1.04M | 0.38% | −737−7.2% | Reduced |
| Walleye Capital LLC | 9,562 | $1.04M | 0.01% | −29,871−75.8% | Reduced |
| ZEGA Investments, LLC | 9,640 | $1.05M | 0.24% | +9,640 | New |
| Fox Run Management, L.L.C. | 9,712 | $1.06M | 0.16% | −11,969−55.2% | Reduced |
| Voleon Capital Management LP | 9,830 | $1.07M | 0.03% | +3,176+47.7% | Added |
| NewEdge Wealth, LLC | 9,873 | $1.07M | 0.02% | −3,014−23.4% | Reduced |
| HighPoint Advisor Group LLC | 9,851 | $1.07M | 0.05% | −175−1.7% | Reduced |
| Pettee Investors, Inc. | 9,852 | $1.07M | 0.59% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 9,860 | $1.07M | 0.26% | +7+0.1% | Added |
| Brighton Jones LLC | 9,891 | $1.08M | 0.03% | +2,315+30.6% | Added |
| HM Payson & Co | 9,896 | $1.08M | 0.02% | +1,123+12.8% | Added |
| Catalyst Funds Management Pty Ltd | 9,900 | $1.08M | 0.16% | +9,900 | New |
| Groupama Asset Managment | 9,901 | $1.08M | 0.02% | +9,901 | New |
| Heritage Wealth Management, Inc. | 10,000 | $1.09M | 0.32% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 10,025 | $1.09M | 0.02% | −381−3.7% | Reduced |
| Syon Capital LLC | 10,025 | $1.09M | 0.06% | +1,282+14.7% | Added |
| Whittier Trust Co of Nevada Inc | 10,253 | $1.09M | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,138 | $1.10M | 0.06% | +533+5.5% | Added |
| Yoffe Investment Management, LLC | 10,200 | $1.11M | 1.45% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,209 | $1.11M | 0.23% | −4,791−31.9% | Reduced |
| Catalytic Wealth RIA, LLC | 10,228 | $1.11M | 0.04% | +6,476+172.6% | Added |
| LVW Advisors, LLC | 10,229 | $1.11M | 0.12% | −3,137−23.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 10,250 | $1.12M | 0.27% | −232−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 10,269 | $1.12M | 0.06% | −103−1.0% | Reduced |
| SkyView Investment Advisors, LLC | 10,298 | $1.12M | 0.14% | −212−2.0% | Reduced |
| Change Path, LLC | 10,302 | $1.12M | 0.03% | −580−5.3% | Reduced |
| NBT Bank N A | 10,340 | $1.13M | 0.07% | −150−1.4% | Reduced |
| National Asset Management, Inc. | 10,497 | $1.14M | 0.05% | −1,485−12.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.14M | 0.25% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 10,569 | $1.15M | 0.02% | −358−3.3% | Reduced |
| Advisory Alpha, LLC | 10,830 | $1.15M | 0.03% | +3,114+40.4% | Added |
| Geneos Wealth Management Inc. | 10,585 | $1.15M | 0.03% | −2,394−18.4% | Reduced |
| Aspen Investment Management Inc | 10,593 | $1.15M | 0.45% | −1,190−10.1% | Reduced |
| Tema ETFs LLC | 10,617 | $1.16M | 0.10% | +10,617 | New |
| Williamson Legacy Group, LLC | 10,627 | $1.16M | 0.89% | +3,009+39.5% | Added |
| Journey Advisory Group, LLC | 10,649 | $1.16M | 0.09% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 10,690 | $1.16M | 0.40% | −647−5.7% | Reduced |
| Pallas Capital Advisors LLC | 10,695 | $1.17M | 0.04% | −470−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,707 | $1.17M | 0.02% | +7,936+286.4% | Added |
| Profund Advisors LLC | 10,782 | $1.17M | 0.04% | +404+3.9% | Added |
| Fort Washington Investment Advisors Inc | 10,865 | $1.18M | 0.01% | +700+6.9% | Added |
| Hilltop Holdings Inc. | 10,942 | $1.19M | 0.06% | +5,888+116.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 11,008 | $1.20M | 0.00% | −9−0.1% | Reduced |
| Keystone Financial Services | 11,124 | $1.21M | 0.38% | +375+3.5% | Added |
| Shufro Rose & Co LLC | 14,577 | $1.22M | 0.10% | 00.0% | Unchanged |