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
- 1,760
- +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
- 596 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 | 1,769 | $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, 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 |
|---|---|---|---|---|---|
| Bayban | 148 | $17.2K | 0.02% | +148 | New |
| Howard Hughes Medical Institute | 151 | $17.5K | 0.01% | −1−0.7% | Reduced |
| Wall Street Access Asset Management, LLC | 153 | $17.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 157 | $18.2K | 0.00% | +32+25.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 162 | $18.8K | 0.00% | +162 | New |
| Global Trust Asset Management, LLC | 164 | $19.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 167 | $19.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 169 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 170 | $19.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 180 | $20.9K | 0.01% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 177 | $21.0K | 0.02% | +177 | New |
| Raffa Wealth Management, LLC | 186 | $21.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $21.7K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 189 | $21.9K | 0.01% | +5+2.7% | Added |
| Horizon Financial Services, LLC | 190 | $22.1K | 0.01% | +25+15.2% | Added |
| MidFirst Bank | 192 | $22.3K | 0.00% | +192 | New |
| Sachetta, LLC | 193 | $22.4K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 194 | $22.5K | 0.00% | +194 | New |
| SJS Investment Consulting Inc. | 195 | $22.6K | 0.00% | +84+75.7% | Added |
| Garton & Associates Financial Advisors LLC | 198 | $22.9K | 0.01% | +198 | New |
| Walsh & Associates, LLC | 202 | $23.4K | 0.02% | +202 | New |
| Avion Wealth | 212 | $24.0K | 0.01% | −4−1.9% | Reduced |
| Atwood & Palmer Inc | 210 | $24.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 213 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 216 | $25.1K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 216 | $25.1K | 0.01% | +216 | New |
| N.E.W. Advisory Services LLC | 220 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 225 | $26.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 235 | $27.2K | 0.00% | +1+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 236 | $27.4K | 0.01% | +236 | New |
| MCF Advisors LLC | 236 | $27.4K | 0.00% | +101+74.8% | Added |
| Retirement Wealth Solutions LLC | 244 | $28.3K | 0.02% | +1+0.4% | Added |
| LRI Investments, LLC | 252 | $29.3K | 0.00% | −305−54.8% | Reduced |
| Marquette Asset Management, LLC | 261 | $30.3K | 0.00% | +166+174.7% | Added |
| Valued Wealth Advisors LLC | 267 | $31.0K | 0.01% | +16+6.4% | Added |
| Heritage Wealth Advisors | 267 | $31.0K | 0.00% | +267 | New |
| Wilkerson Advisory Group LLC | 271 | $31.5K | 0.01% | +271 | New |
| BOK Financial Private Wealth, Inc. | 272 | $31.6K | 0.00% | −624−69.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 279 | $32.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 279 | $32.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 285 | $33.1K | 0.01% | −28,399−99.0% | Reduced |
| Wolff Wiese Magana LLC | 287 | $33.3K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 300 | $34.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 298 | $35.0K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 322 | $37.4K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $39.3K | 0.02% | +2+0.6% | Added |
| United Community Bank | 342 | $39.7K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 352 | $40.0K | 0.01% | −56−13.7% | Reduced |
| ORG Partners LLC | 355 | $41.2K | 0.01% | +28+8.6% | Added |
| Paladin Partners, LLC | 364 | $42.3K | 0.03% | +364 | New |
| Capital Advisors, Ltd. LLC | 382 | $44.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 380 | $44.1K | 0.01% | −22−5.5% | Reduced |
| Atlas Capital Advisors LLC | 382 | $44.3K | 0.00% | +382 | New |
| Kohmann Bosshard Financial Services, LLC | 398 | $46.2K | 0.00% | +398 | New |
| Board of the Pension Protection Fund | 400 | $46.4K | 0.04% | −13,700−97.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $46.4K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $46.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 404 | $47.0K | 0.00% | +9+2.3% | Added |
| Pflug Koory, LLC | 411 | $47.7K | 0.02% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 868 | $47.7K | 0.02% | −2,244−72.1% | Reduced |
| Empirical Asset Management, LLC | 21,121 | $47.7K | 0.01% | +50.0% | Added |
| Godfrey Financial Associates, Inc. | 413 | $47.9K | 0.04% | +413 | New |
| Kemnay Advisory Services Inc. | 418 | $48.5K | 0.01% | +418 | New |
| Millstone Evans Group, LLC | 420 | $48.8K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 432 | $50.2K | 0.02% | +222+105.7% | Added |
| Dunhill Financial, LLC | 434 | $50.4K | 0.01% | +7+1.6% | Added |
| Westside Investment Management, Inc. | 433 | $50.5K | 0.01% | +18+4.3% | Added |
| Community Bank, N.A. | 438 | $50.8K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 443 | $51.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 448 | $52.0K | 0.01% | +448 | New |
| Gen-Wealth Partners Inc | 450 | $52.2K | 0.02% | −36−7.4% | Reduced |
| Graney & King, LLC | 452 | $52.5K | 0.03% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 453 | $52.6K | 0.02% | +453 | New |
| Covestor Ltd | 456 | $53.0K | 0.03% | −28−5.8% | Reduced |
| Quaker Wealth Management, LLC | 458 | $53.2K | 0.02% | +6+1.3% | Added |
| Wealth Preservation Advisors, LLC | 467 | $54.3K | 0.03% | +2+0.4% | Added |
| Hartford Financial Management Inc. | 471 | $54.7K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 500 | $58.0K | 0.03% | +500 | New |
| Quest 10 Wealth Builders, Inc. | 508 | $59.0K | 0.05% | −25−4.7% | Reduced |
| Phillip James Consulting Co. | 497 | $60.0K | 1.06% | +497 | New |
| Cornerstone Planning Group LLC | 507 | $60.2K | 0.01% | −4−0.8% | Reduced |
| Morse Asset Management, Inc | 527 | $61.2K | 0.01% | +65+14.1% | Added |
| Consultiva Wealth Management, Corp. | 549 | $63.7K | 0.18% | 00.0% | Unchanged |
| Vestor Capital, LLC | 16,910 | $64.0K | 0.00% | +16,363+2,991.4% | Added |
| Navalign, LLC | 569 | $66.0K | 0.02% | +569 | New |
| Goodman Advisory Group, LLC | 580 | $67.3K | 0.02% | +580 | New |
| Private Wealth Asset Management, LLC | 597 | $69.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 609 | $70.7K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 616 | $71.5K | 0.00% | +62+11.2% | Added |
| SHP Wealth Management | 618 | $71.8K | 0.01% | +618 | New |
| Fortitude Family Office, LLC | 622 | $72.2K | 0.02% | +1+0.2% | Added |
| Modus Advisors, LLC | 634 | $73.6K | 0.02% | +634 | New |
| Sittner & Nelson, LLC | 600 | $74.6K | 0.03% | −100−14.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 658 | $76.4K | 0.02% | +50+8.2% | Added |
| Atlantic Trust, LLC | 661 | $76.7K | 0.01% | −48−6.8% | Reduced |
| South Plains Financial, Inc. | 670 | $77.8K | 0.05% | −377−36.0% | Reduced |
| HHM Wealth Advisors, LLC | 670 | $77.8K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 689 | $80.0K | 0.03% | −63−8.4% | Reduced |
| Cornerstone Financial Management LLC | 691 | $80.2K | 0.08% | +691 | New |
| Reflection Asset Management | 693 | $80.5K | 0.06% | +693 | New |