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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 16,183 | $1.88M | 0.02% | −409−2.5% | Reduced |
| Cherokee Insurance Co | 16,230 | $1.88M | 0.76% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,366 | $1.90M | 0.14% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 16,473 | $1.91M | 0.11% | −2,915−15.0% | Reduced |
| Frank, Rimerman Advisors LLC | 16,510 | $1.92M | 0.12% | +3,980+31.8% | Added |
| Gateway Investment Advisers LLC | 16,632 | $1.93M | 0.02% | +206+1.3% | Added |
| Aspire Private Capital, LLC | 16,634 | $1.93M | 0.43% | −106−0.6% | Reduced |
| IMC-Chicago, LLC | 16,701 | $1.94M | 0.03% | +16,701 | New |
| Siemens Fonds Invest GmbH | 16,596 | $1.94M | 0.10% | +6,327+61.6% | Added |
| MTM Investment Management, LLC | 16,710 | $1.94M | 0.62% | +258+1.6% | Added |
| VestGen Advisors, LLC | 16,765 | $1.95M | 0.08% | +1,845+12.4% | Added |
| SNS Financial Group, LLC | 16,779 | $1.95M | 0.17% | −1,513−8.3% | Reduced |
| Principle Wealth Partners LLC | 16,787 | $1.95M | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,817 | $1.95M | 0.05% | +2,616+18.4% | Added |
| LGT Fund Management Co Ltd. | 16,800 | $1.96M | 0.16% | −14,700−46.7% | Reduced |
| Welch Group, LLC | 16,936 | $1.97M | 0.08% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 17,041 | $1.98M | 0.11% | +1,642+10.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,077 | $1.98M | 0.05% | +1,019+6.3% | Added |
| Boston Private Wealth LLC | 17,134 | $1.99M | 0.12% | −5,059−22.8% | Reduced |
| Beacon Financial Group | 17,159 | $1.99M | 0.20% | −281−1.6% | Reduced |
| Nomura Holdings Inc | 17,462 | $2.03M | 0.01% | −2,101−10.7% | Reduced |
| Paradigm Asset Management Co LLC | 17,500 | $2.03M | 0.47% | −1,100−5.9% | Reduced |
| Essex Financial Services, Inc. | 17,584 | $2.04M | 0.12% | +89+0.5% | Added |
| Legacy Bridge, LLC | 17,596 | $2.04M | 0.83% | +758+4.5% | Added |
| Baldwin Brothers Inc | 17,617 | $2.05M | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,746 | $2.06M | 0.05% | +673+3.9% | Added |
| Tocqueville Asset Management L.P. | 17,754 | $2.06M | 0.03% | +1,129+6.8% | Added |
| Voya Financial Advisors, Inc. | 17,769 | $2.09M | 0.20% | −249−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 18,015 | $2.09M | 0.10% | +62+0.3% | Added |
| Archford Capital Strategies, LLC | 18,043 | $2.09M | 0.24% | +300+1.7% | Added |
| Kingsview Wealth Management, LLC | 18,075 | $2.10M | 0.03% | −336−1.8% | Reduced |
| Ingalls & Snyder LLC | 18,161 | $2.11M | 0.08% | +1,047+6.1% | Added |
| Mediolanum International Funds Ltd | 18,098 | $2.12M | 0.02% | +18,098 | New |
| Beverly Hills Private Wealth, LLC | 18,354 | $2.13M | 0.37% | −104−0.6% | Reduced |
| Sunesis Advisors, LLC | 18,436 | $2.14M | 0.97% | 00.0% | Unchanged |
| Live Oak Investment Partners | 18,451 | $2.14M | 1.32% | −4,535−19.7% | Reduced |
| Wilkins Investment Counsel Inc | 18,545 | $2.15M | 0.31% | −55−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,570 | $2.16M | 0.14% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18,571 | $2.16M | 0.12% | −497−2.6% | Reduced |
| Allen Wealth Management, LLC | 18,627 | $2.16M | 1.30% | −2,712−12.7% | Reduced |
| Tounjian Advisory Partners, LLC | 18,656 | $2.17M | 0.73% | +18,656 | New |
| Anchor Investment Management, LLC | 18,677 | $2.17M | 0.18% | −200−1.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,718 | $2.17M | 0.17% | 00.0% | Unchanged |
| Mount Lucas Management LP | 18,731 | $2.17M | 0.96% | +39+0.2% | Added |
| Gifford Fong Associates | 18,872 | $2.19M | 0.44% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 18,710 | $2.20M | 0.10% | +9,895+112.3% | Added |
| Securian Asset Management, Inc | 18,962 | $2.20M | 0.08% | −15,096−44.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,082 | $2.22M | 0.05% | −8,947−31.9% | Reduced |
| Prospera Financial Services Inc | 19,126 | $2.22M | 0.04% | +9,865+106.5% | Added |
| Benjamin Edwards Inc | 19,327 | $2.24M | 0.02% | +1,254+6.9% | Added |
| Granite Group Advisors, LLC | 19,497 | $2.26M | 1.28% | −640−3.2% | Reduced |
| Maltese Capital Management LLC | 19,500 | $2.26M | 0.40% | +5,800+42.3% | Added |
| Abc Arbitrage SA | 19,513 | $2.27M | 0.21% | +19,513 | New |
| FSB Premier Wealth Management, Inc. | 19,700 | $2.29M | 0.73% | +1,654+9.2% | Added |
| Cascade Financial Partners, LLC | 19,711 | $2.29M | 0.23% | +19,711 | New |
| Secured Retirement Advisors, LLC | 19,991 | $2.32M | 1.30% | +758+3.9% | Added |
| Ballentine Partners, LLC | 20,055 | $2.33M | 0.03% | +1,074+5.7% | Added |
| Thoroughbred Financial Services, LLC | 20,092 | $2.33M | 0.14% | −653−3.1% | Reduced |
| NewEdge Wealth, LLC | 20,267 | $2.35M | 0.03% | +10,394+105.3% | Added |
| Mraz, Amerine & Associates, Inc. | 20,270 | $2.35M | 0.35% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 20,276 | $2.35M | 0.02% | +4,585+29.2% | Added |
| Canada Post Corp Registered Pension Plan | 20,287 | $2.36M | 0.09% | +1,740+9.4% | Added |
| Quadrant Capital Group LLC | 20,335 | $2.36M | 0.07% | −16−0.1% | Reduced |
| MUFG Securities Americas Inc. | 20,412 | $2.37M | 0.15% | −175−0.9% | Reduced |
| Coldstream Capital Management Inc | 20,427 | $2.37M | 0.03% | −3,450−14.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,546 | $2.39M | 0.08% | +36+0.2% | Added |
| Permanent Capital Management, LP | 20,773 | $2.41M | 0.47% | +13+0.1% | Added |
| Wynn Capital, LLC | 20,789 | $2.41M | 1.17% | −748−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,864 | $2.42M | 0.29% | −1,019−4.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,878 | $2.42M | 0.92% | +20,771+19,412.1% | Added |
| ISAM Funds (UK) Ltd | 20,977 | $2.44M | 0.88% | +20,977 | New |
| Guyasuta Investment Advisors Inc | 21,129 | $2.45M | 0.14% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 21,157 | $2.46M | 0.05% | −49,282−70.0% | Reduced |
| Agate Pass Investment Management, LLC | 21,240 | $2.47M | 0.92% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 21,339 | $2.48M | 0.20% | −8,289−28.0% | Reduced |
| Signature Wealth Management Partners, LLC | 21,369 | $2.48M | 1.23% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 21,452 | $2.49M | 0.17% | −615−2.8% | Reduced |
| Summit Trail Advisors, LLC | 21,525 | $2.50M | 0.04% | −2,794−11.5% | Reduced |
| Cinctive Capital Management LP | 21,584 | $2.51M | 0.14% | +21,584 | New |
| CoreCap Advisors, LLC | 21,714 | $2.52M | 0.09% | +3,766+21.0% | Added |
| Warren Averett Asset Management, LLC | 21,777 | $2.53M | 0.02% | +954+4.6% | Added |
| Hudson Portfolio Management LLC | 21,958 | $2.55M | 2.19% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 21,981 | $2.55M | 0.37% | +1,507+7.4% | Added |
| Meeder Advisory Services, Inc. | 21,981 | $2.55M | 0.11% | +385+1.8% | Added |
| GAMMA Investing LLC | 22,080 | $2.56M | 0.13% | +2,126+10.7% | Added |
| Vident Advisory, LLC | 22,126 | $2.57M | 0.02% | +639+3.0% | Added |
| BTG Pactual Asset Management US LLC | 22,230 | $2.58M | 0.29% | +17,682+388.8% | Added |
| Forum Financial Management, LP | 22,265 | $2.58M | 0.03% | −38−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,281 | $2.59M | 0.03% | −197−0.9% | Reduced |
| Rodgers Brothers Inc. | 22,329 | $2.59M | 0.31% | +17+0.1% | Added |
| Valley National Advisers Inc | 22,361 | $2.60M | 0.36% | −603−2.6% | Reduced |
| GeoWealth Management, LLC | 22,410 | $2.60M | 0.10% | −6,212−21.7% | Reduced |
| Vise Technologies, Inc. | 22,716 | $2.64M | 0.05% | +2,546+12.6% | Added |
| Searle & Co. | 22,837 | $2.65M | 0.68% | 00.0% | Unchanged |
| Arjuna Capital | 22,931 | $2.66M | 0.65% | +17+0.1% | Added |
| Stratos Wealth Partners, LTD. | 23,319 | $2.71M | 0.03% | −160−0.7% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 23,390 | $2.72M | 0.05% | +2,547+12.2% | Added |
| Davis Capital Management | 23,730 | $2.75M | 1.90% | −760−3.1% | Reduced |
| Kestra Advisory Services, LLC | 23,745 | $2.76M | 0.01% | −7,387−23.7% | Reduced |
| Inlet Private Wealth, LLC | 23,823 | $2.77M | 0.64% | −4,100−14.7% | Reduced |