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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 11,065 | $1.28M | 0.02% | +5,773+109.1% | Added |
| Ellevest, Inc. | 11,235 | $1.30M | 0.18% | −328−2.8% | Reduced |
| Hunter Associates Investment Management LLC | 11,250 | $1.31M | 0.17% | −1,480−11.6% | Reduced |
| Fruth Investment Management | 11,305 | $1.31M | 0.35% | −50−0.4% | Reduced |
| Goodwin Investment Advisory | 11,344 | $1.32M | 1.45% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,355 | $1.32M | 0.09% | −3,222−22.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 11,467 | $1.33M | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11,014 | $1.34M | 0.03% | +761+7.4% | Added |
| Stephens Inc | 11,529 | $1.34M | 0.02% | −2,373−17.1% | Reduced |
| Sun Financial Inc | 11,582 | $1.34M | 0.75% | +11,582 | New |
| Fidelis Capital Partners, LLC | 11,634 | $1.35M | 0.10% | −386−3.2% | Reduced |
| Trust Co of Vermont | 11,662 | $1.35M | 0.06% | +157+1.4% | Added |
| Allegheny Financial Group LTD | 11,665 | $1.35M | 0.20% | −415−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 11,670 | $1.35M | 0.06% | +249+2.2% | Added |
| Syon Capital LLC | 11,699 | $1.36M | 0.07% | +1,674+16.7% | Added |
| Two Sigma Investments, LP | 11,734 | $1.36M | 0.00% | −186,683−94.1% | Reduced |
| Stance Capital LLC | 11,780 | $1.37M | 0.50% | −839−6.6% | Reduced |
| Flputnam Investment Management Co | 11,799 | $1.37M | 0.02% | +2,896+32.5% | Added |
| Schulhoff & Co Inc | 11,833 | $1.37M | 0.58% | +20.0% | Added |
| Alliance Wealth Advisors, LLC | 11,837 | $1.37M | 0.66% | −668−5.3% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $1.37M | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,858 | $1.38M | 0.04% | +15+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 11,864 | $1.38M | 0.02% | −100−0.8% | Reduced |
| Stenger Family Office, LLC | 11,928 | $1.38M | 0.29% | +5,498+85.5% | Added |
| Unique Wealth Strategies, LLC | 11,961 | $1.39M | 0.55% | −513−4.1% | Reduced |
| Aptus Capital Advisors, LLC | 11,998 | $1.39M | 0.01% | +506+4.4% | Added |
| First National Trust Co | 12,006 | $1.39M | 0.05% | −4,623−27.8% | Reduced |
| Courier Capital LLC | 12,023 | $1.40M | 0.08% | −2,408−16.7% | Reduced |
| Westco Advisory Services Inc | 12,043 | $1.40M | 0.86% | +12,043 | New |
| Crux Wealth Advisors | 12,081 | $1.40M | 0.52% | −90−0.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 11,960 | $1.40M | 0.08% | +11,960 | New |
| FIL Ltd | 12,135 | $1.41M | 0.00% | −10,060−45.3% | Reduced |
| Abacus Wealth Partners, LLC | 12,166 | $1.41M | 0.14% | +12,166 | New |
| Advisory Alpha, LLC | 12,193 | $1.42M | 0.04% | +1,363+12.6% | Added |
| Financial Plan, Inc. | 12,297 | $1.43M | 0.16% | +12,297 | New |
| Huntington National Bank | 12,301 | $1.43M | 0.01% | +736+6.4% | Added |
| Pekin Hardy Strauss, Inc. | 12,457 | $1.45M | 0.13% | −1,775−12.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 12,500 | $1.45M | 0.22% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 12,547 | $1.46M | 0.07% | −257−2.0% | Reduced |
| Mainstay Capital Management LLC | 12,606 | $1.46M | 0.11% | +483+4.0% | Added |
| Beacon Pointe Advisors, LLC | 12,629 | $1.47M | 0.01% | −3,583−22.1% | Reduced |
| WealthTrust Axiom LLC | 12,654 | $1.47M | 0.38% | 00.0% | Unchanged |
| Summit Global Investments | 12,675 | $1.47M | 0.09% | −4,296−25.3% | Reduced |
| Jacobi Capital Management LLC | 12,729 | $1.48M | 0.09% | +7+0.1% | Added |
| Park National Corp | 12,758 | $1.48M | 0.05% | −1,453−10.2% | Reduced |
| Fulton Bank, N.A. | 12,788 | $1.48M | 0.05% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 12,837 | $1.49M | 0.02% | +25+0.2% | Added |
| Carnegie Lake Advisors LLC | 12,888 | $1.50M | 0.57% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 12,927 | $1.50M | 1.00% | −228−1.7% | Reduced |
| BFSG, LLC | 12,945 | $1.50M | 0.15% | −1,008−7.2% | Reduced |
| WealthTrust Asset Management, LLC | 12,946 | $1.50M | 1.05% | −312−2.4% | Reduced |
| Vectors Research Management, LLC | 12,981 | $1.51M | 0.46% | +94+0.7% | Added |
| Davenport & Co LLC | 13,217 | $1.53M | 0.01% | +1,689+14.7% | Added |
| Gradient Capital Advisors, LLC | 13,342 | $1.55M | 0.40% | +7,381+123.8% | Added |
| Boston Family Office LLC | 13,388 | $1.55M | 0.10% | −221−1.6% | Reduced |
| Independent Advisor Alliance | 13,464 | $1.56M | 0.04% | −75−0.6% | Reduced |
| Ramirez Asset Management, Inc. | 13,467 | $1.56M | 0.21% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,516 | $1.57M | 0.02% | +874+6.9% | Added |
| Columbia Asset Management | 13,537 | $1.57M | 0.28% | −2,190−13.9% | Reduced |
| SummitTX Capital, L.P. | 13,567 | $1.57M | 0.05% | +13,567 | New |
| Susquehanna Fundamental Investments, LLC | 13,580 | $1.58M | 0.05% | +13,580 | New |
| Cullen/Frost Bankers, Inc. | 13,695 | $1.59M | 0.02% | +500+3.8% | Added |
| Vestcor Inc | 14,029 | $1.63M | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,037 | $1.63M | 0.09% | +356+2.6% | Added |
| Balyasny Asset Management LLC | 14,083 | $1.63M | 0.00% | +14,083 | New |
| Capitolis Liquid Global Markets LLC | 14,200 | $1.65M | 0.01% | −136,000−90.5% | Reduced |
| Regions Financial Corp | 14,423 | $1.67M | 0.01% | −56−0.4% | Reduced |
| Adviser Investments LLC | 14,472 | $1.68M | 0.02% | +1,401+10.7% | Added |
| Mission Wealth Management, LP | 14,534 | $1.69M | 0.03% | −869−5.6% | Reduced |
| J.W. Cole Advisors, Inc. | 16,373 | $1.69M | 0.04% | −233−1.4% | Reduced |
| Signaturefd, LLC | 14,571 | $1.69M | 0.03% | +151+1.0% | Added |
| Guggenheim Capital LLC | 14,599 | $1.69M | 0.01% | −2,291−13.6% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 14,609 | $1.70M | 0.08% | +14,609 | New |
| South State Corp. | 14,626 | $1.70M | 0.08% | −60.0% | Reduced |
| Buckingham Strategic Partners | 14,672 | $1.70M | 0.02% | +838+6.1% | Added |
| Meridian Wealth Management, LLC | 14,674 | $1.70M | 0.06% | +2,053+16.3% | Added |
| Highland Capital Management, LLC | 14,696 | $1.71M | 0.08% | −343−2.3% | Reduced |
| XTX Topco Ltd | 14,740 | $1.71M | 0.04% | −21,198−59.0% | Reduced |
| Parallel Advisors, LLC | 14,745 | $1.71M | 0.03% | +1,284+9.5% | Added |
| Rossmore Private Capital | 14,751 | $1.71M | 0.15% | 00.0% | Unchanged |
| Verdad Advisers, LP | 14,761 | $1.71M | 1.96% | +14,761 | New |
| Wedbush Securities Inc | 14,813 | $1.72M | 0.05% | −330−2.2% | Reduced |
| Change Path, LLC | 14,906 | $1.73M | 0.04% | +4,604+44.7% | Added |
| William B. Walkup & Associates, Inc. | 14,992 | $1.74M | 0.95% | −264−1.7% | Reduced |
| Confluence Wealth Services, Inc. | 14,999 | $1.74M | 0.07% | −110−0.7% | Reduced |
| BOCHK Asset Management Ltd | 15,000 | $1.74M | 0.47% | +1,100+7.9% | Added |
| Element Pointe Advisors, LLC | 15,010 | $1.74M | 0.34% | −3,644−19.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,053 | $1.75M | 0.08% | −10.0% | Reduced |
| Ascent Group, LLC | 15,105 | $1.75M | 0.06% | −253−1.6% | Reduced |
| Whittier Trust Co | 14,555 | $1.77M | 0.02% | −86−0.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 15,224 | $1.77M | 0.00% | +4,216+38.3% | Added |
| Logan Capital Management Inc | 15,228 | $1.77M | 0.07% | −1,113−6.8% | Reduced |
| McRae Capital Management Inc | 15,341 | $1.78M | 0.36% | −322−2.1% | Reduced |
| Endeavor Private Wealth, Inc. | 15,469 | $1.80M | 0.51% | +113+0.7% | Added |
| Havemeyer Place LP | 15,575 | $1.81M | 0.36% | +15,575 | New |
| SRS Capital Advisors, Inc. | 15,627 | $1.81M | 0.05% | −18,303−53.9% | Reduced |
| IPG Investment Advisors LLC | 15,682 | $1.82M | 0.32% | −549−3.4% | Reduced |
| Intesa Sanpaolo Wealth Management | 15,687 | $1.82M | 0.38% | +15,687 | New |
| Fiduciary Family Office, LLC | 15,740 | $1.83M | 0.53% | −1,178−7.0% | Reduced |
| Klingenstein Fields & Co LP | 15,852 | $1.84M | 0.07% | 00.0% | Unchanged |