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, Q4 2025
Institutional positions in Bank of New York Mellon Corp as of Dec 31, 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
- 1,759
- +150 vs. Q3 2025
- Shares held
- 589.3M
- +3.68M (+0.6%) vs. Q3 2025
- Total value
- $68.4B
- +$4.62B (+7.3%) vs. Q3 2025
- New holders
- 232
- 616 more added
- Sold out
- 82
- 595 more reduced
36 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Woodward Diversified Capital, LLC | 8,099 | $940.2K | 0.43% | +598+8.0% | Added |
| Formidable Asset Management, LLC | 8,770 | $955.6K | 0.14% | +5,830+198.3% | Added |
| Sovran Advisors, LLC | 7,727 | $957.9K | 0.08% | −889−10.3% | Reduced |
| Smartleaf Asset Management LLC | 8,207 | $959.2K | 0.04% | +1,510+22.5% | Added |
| Canandaigua National Bank & Trust Co | 8,286 | $961.9K | 0.09% | −550−6.2% | Reduced |
| Wedmont Private Capital | 7,997 | $963.2K | 0.03% | +197+2.5% | Added |
| Wealth Quarterback LLC | 8,317 | $965.5K | 0.35% | +180+2.2% | Added |
| Catalytic Wealth RIA, LLC | 8,328 | $966.8K | 0.04% | −1,900−18.6% | Reduced |
| Kathmere Capital Management, LLC | 8,345 | $968.8K | 0.07% | +212+2.6% | Added |
| Moneta Group Investment Advisors LLC | 8,347 | $969.1K | 0.01% | +1,730+26.1% | Added |
| Harbor Investment Advisory, LLC | 8,384 | $973.3K | 0.07% | −133−1.6% | Reduced |
| Inscription Capital, LLC | 8,426 | $978.2K | 0.10% | +102+1.2% | Added |
| Sowell Financial Services LLC | 8,442 | $980.1K | 0.04% | +6+0.1% | Added |
| Jeppson Wealth Management, LLC | 8,449 | $980.8K | 0.31% | −10−0.1% | Reduced |
| Clearstead Advisors, LLC | 8,458 | $981.9K | 0.01% | +6,635+364.0% | Added |
| Summit Financial Strategies, Inc. | 8,478 | $984.2K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,493 | $986.0K | 0.13% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8,525 | $989.7K | 0.72% | −209−2.4% | Reduced |
| Foundations Investment Advisors, LLC | 8,546 | $992.1K | 0.01% | −939−9.9% | Reduced |
| Outlook Wealth Advisors, LLC | 8,562 | $994.0K | 0.22% | −2,917−25.4% | Reduced |
| Invst, LLC | 8,582 | $996.3K | 0.11% | −387−4.3% | Reduced |
| Themes Management Co LLC | 8,604 | $998.8K | 0.79% | +8,604 | New |
| Crawford Investment Counsel Inc | 8,629 | $1.00M | 0.02% | +9+0.1% | Added |
| Sunbelt Securities, Inc. | 8,632 | $1.00M | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 8,655 | $1.00M | 1.01% | −240−2.7% | Reduced |
| HM Payson & Co | 8,675 | $1.01M | 0.01% | −1,221−12.3% | Reduced |
| Trust Co of Virginia | 8,683 | $1.01M | 0.08% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 8,693 | $1.01M | 0.76% | +334+4.0% | Added |
| Transamerica Financial Advisors, Inc. | 8,705 | $1.01M | 0.08% | −131−1.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,747 | $1.02M | 0.10% | −140−1.6% | Reduced |
| Lountzis Asset Management, LLC | 8,749 | $1.02M | 0.36% | −51−0.6% | Reduced |
| Curbstone Financial Management Corp | 8,750 | $1.02M | 0.19% | −650−6.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 8,694 | $1.02M | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,761 | $1.02M | 0.01% | −5,082−36.7% | Reduced |
| Strategy Asset Managers LLC | 8,773 | $1.02M | 0.17% | −161−1.8% | Reduced |
| Profund Advisors LLC | 8,785 | $1.02M | 0.03% | −1,997−18.5% | Reduced |
| Almanack Investment Partners, LLC. | 8,790 | $1.02M | 0.17% | −2,881−24.7% | Reduced |
| Banque de Luxembourg S.A. | 8,817 | $1.02M | 0.48% | 00.0% | Unchanged |
| Tobam | 8,823 | $1.02M | 0.25% | +7,725+703.6% | Added |
| Perigon Wealth Management, LLC | 8,846 | $1.03M | 0.02% | +338+4.0% | Added |
| Transcend Wealth Collective, LLC | 8,863 | $1.03M | 0.08% | +1,442+19.4% | Added |
| Sagespring Wealth Partners, LLC | 8,910 | $1.03M | 0.02% | +465+5.5% | Added |
| Brown Brothers Harriman & Co | 8,921 | $1.04M | 0.01% | +5,589+167.7% | Added |
| BSW Wealth Partners | 8,922 | $1.04M | 0.12% | +243+2.8% | Added |
| Moody National Bank Trust Division | 8,930 | $1.04M | 0.10% | −5,983−40.1% | Reduced |
| NBC Securities, Inc. | 8,937 | $1.04M | 0.08% | +5+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,960 | $1.04M | 0.14% | +818+10.0% | Added |
| Coastal Investment Advisors, Inc. | 8,969 | $1.04M | 0.34% | +1,022+12.9% | Added |
| Groupama Asset Managment | 8,971 | $1.04M | 0.02% | −930−9.4% | Reduced |
| Smith Group Asset Management, LLC | 9,000 | $1.04M | 0.06% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 9,003 | $1.05M | 0.00% | −308,798−97.2% | Reduced |
| Rexford Capital Inc | 9,075 | $1.05M | 0.80% | +100+1.1% | Added |
| Fort Washington Investment Advisors Inc | 9,109 | $1.06M | 0.01% | −1,756−16.2% | Reduced |
| Loudon Investment Management, LLC | 9,177 | $1.07M | 0.56% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,205 | $1.07M | 0.13% | +100+1.1% | Added |
| Mather Group, LLC. | 9,232 | $1.07M | 0.01% | +86+0.9% | Added |
| Raleigh Capital Management Inc. | 9,297 | $1.08M | 0.39% | −63−0.7% | Reduced |
| Tectonic Advisors LLC | 9,378 | $1.09M | 0.06% | +337+3.7% | Added |
| SageView Advisory Group, LLC | 9,392 | $1.09M | 0.04% | −9,295−49.7% | Reduced |
| Round Rock Advisors, LLC | 9,413 | $1.09M | 0.16% | +15+0.2% | Added |
| EP Wealth Advisors, LLC | 9,417 | $1.09M | 0.01% | +9,417 | New |
| Fisher Asset Management, LLC | 9,465 | $1.10M | 0.00% | +3,126+49.3% | Added |
| Meitav Dash Investments Ltd | 9,467 | $1.10M | 0.01% | +9,467 | New |
| Hillsdale Investment Management Inc. | 9,500 | $1.10M | 0.03% | +100+1.1% | Added |
| Lebenthal Global Advisors, LLC | 9,512 | $1.10M | 0.17% | +2,033+27.2% | Added |
| CX Institutional | 9,566 | $1.11M | 0.03% | +301+3.2% | Added |
| Hanlon Investment Management, Inc. | 9,782 | $1.14M | 0.63% | +387+4.1% | Added |
| Geneos Wealth Management Inc. | 9,829 | $1.14M | 0.03% | −756−7.1% | Reduced |
| Pettee Investors, Inc. | 9,852 | $1.14M | 0.64% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 9,853 | $1.14M | 0.28% | −397−3.9% | Reduced |
| SkyView Investment Advisors, LLC | 9,875 | $1.15M | 0.14% | −423−4.1% | Reduced |
| Vaughan David Investments LLC | 9,906 | $1.15M | 0.03% | −119−1.2% | Reduced |
| Fortress Private Ledger, LLC | 9,954 | $1.16M | 0.38% | +1,223+14.0% | Added |
| Heritage Wealth Management, Inc. | 10,000 | $1.16M | 0.32% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,124 | $1.18M | 0.04% | −571−5.3% | Reduced |
| ZEGA Investments, LLC | 10,129 | $1.18M | 0.23% | +489+5.1% | Added |
| D.A. Davidson & Co. | 10,163 | $1.18M | 0.01% | +1,656+19.5% | Added |
| Yoffe Investment Management, LLC | 10,200 | $1.18M | 1.51% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 10,238 | $1.19M | 0.05% | −20,099−66.3% | Reduced |
| National Asset Management, Inc. | 10,239 | $1.19M | 0.06% | −258−2.5% | Reduced |
| Ostrum Asset Management | 10,274 | $1.19M | 0.06% | −1,762−14.6% | Reduced |
| NBT Bank N A | 10,340 | $1.20M | 0.08% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 10,358 | $1.20M | 0.42% | +850+8.9% | Added |
| Leavell Investment Management, Inc. | 10,400 | $1.21M | 0.05% | +4,050+63.8% | Added |
| HighPoint Advisor Group LLC | 10,400 | $1.21M | 0.03% | +549+5.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,411 | $1.21M | 0.02% | −296−2.8% | Reduced |
| GTS Securities LLC | 10,414 | $1.21M | 0.04% | +2,945+39.4% | Added |
| RB Capital Management, LLC | 10,472 | $1.22M | 0.25% | +2,091+24.9% | Added |
| Aspen Investment Management Inc | 10,482 | $1.22M | 0.37% | −111−1.0% | Reduced |
| Commonwealth Retirement Investments LLC | 10,580 | $1.23M | 0.40% | −110−1.0% | Reduced |
| Tema ETFs LLC | 10,589 | $1.23M | 0.10% | −28−0.3% | Reduced |
| Keystone Financial Services | 10,649 | $1.24M | 0.37% | −475−4.3% | Reduced |
| Journey Advisory Group, LLC | 10,649 | $1.24M | 0.10% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 10,794 | $1.25M | 0.98% | +167+1.6% | Added |
| Camden Capital, LLC | 10,823 | $1.26M | 0.08% | −1,082−9.1% | Reduced |
| Western Wealth Management, LLC | 10,849 | $1.26M | 0.06% | +711+7.0% | Added |
| Meriwether Wealth & Planning, LLC | 10,897 | $1.27M | 0.71% | −2,345−17.7% | Reduced |
| Stableford Capital II LLC | 10,907 | $1.27M | 0.46% | +10,907 | New |
| Wesbanco Bank Inc | 10,923 | $1.27M | 0.03% | +1,847+20.4% | Added |
| Whitener Capital Management, Inc. | 11,060 | $1.28M | 0.29% | −280−2.5% | Reduced |