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 |
|---|---|---|---|---|---|
| TFC Financial Management | 697 | $80.9K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 700 | $81.3K | 0.05% | +700 | New |
| Ossiam | 703 | $81.6K | 0.00% | −265−27.4% | Reduced |
| Concord Wealth Partners | 705 | $81.8K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 727 | $84.4K | 0.07% | +727 | New |
| True Wealth Design, LLC | 734 | $85.2K | 0.02% | +1+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 750 | $87.1K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 760 | $88.0K | 0.00% | +2+0.3% | Added |
| Asset Dedication, LLC | 759 | $88.1K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 760 | $88.2K | 0.05% | −15−1.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 770 | $89.4K | 0.05% | +18+2.4% | Added |
| Silvant Capital Management LLC | 774 | $89.9K | 0.00% | 00.0% | Unchanged |
| Trust Co | 808 | $93.8K | 0.01% | +706+692.2% | Added |
| Salomon & Ludwin, LLC | 775 | $93.8K | 0.01% | −128−14.2% | Reduced |
| Nemes Rush Group LLC | 813 | $94.4K | 0.01% | +92+12.8% | Added |
| WPG Advisers, LLC | 824 | $95.7K | 0.07% | −95−10.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 850 | $98.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 920 | $100.2K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 866 | $100.5K | 0.08% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 871 | $101.1K | 0.06% | −22−2.5% | Reduced |
| Loomis Sayles & Co L P | 902 | $104.7K | 0.00% | −177−16.4% | Reduced |
| Hanson & Doremus Investment Management | 909 | $106.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 915 | $106.2K | 0.00% | −33,500−97.3% | Reduced |
| Laurel Wealth Advisors LLC | 923 | $107.2K | 0.01% | +923 | New |
| Princeton Global Asset Management LLC | 946 | $109.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 950 | $110.3K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 960 | $111.4K | 0.02% | +960 | New |
| Cape Investment Advisory, Inc. | 960 | $111.4K | 0.03% | +84+9.6% | Added |
| DV Equities, LLC | 980 | $113.8K | 0.02% | +980 | New |
| Vision Retirement, LLC | 997 | $115.7K | 0.03% | +997 | New |
| CoreFirst Bank & Trust | 1,000 | $116.1K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,022 | $118.7K | 0.05% | +739+261.1% | Added |
| TCTC Holdings, LLC | 1,026 | $119.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,036 | $120.3K | 0.02% | −1,656−61.5% | Reduced |
| 1620 Investment Advisors, Inc. | 1,043 | $121.1K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,043 | $121.1K | 0.03% | +60+6.1% | Added |
| Clean Yield Group | 1,052 | $122.1K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,099 | $127.6K | 0.01% | −214−16.3% | Reduced |
| Gables Capital Management Inc. | 1,100 | $127.7K | 0.05% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,107 | $128.5K | 0.05% | +198+21.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $130.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,199 | $139.2K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 1,232 | $143.0K | 0.07% | +1,232 | New |
| Deseret Mutual Benefit Administrators | 1,309 | $152.0K | 0.06% | −119−8.3% | Reduced |
| Oakworth Capital, Inc. | 1,309 | $152.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,310 | $152.1K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,313 | $152.4K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,352 | $157.0K | 0.04% | −56−4.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,349 | $157.0K | 0.01% | −24−1.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,400 | $163.0K | 0.00% | −1,211−46.4% | Reduced |
| Triumph Capital Management | 1,422 | $165.1K | 0.04% | +1,422 | New |
| Eastern Bank | 1,431 | $166.1K | 0.00% | +505+54.5% | Added |
| Tompkins Financial Corp | 1,464 | $170.0K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1,515 | $175.9K | 0.10% | +1,515 | New |
| Merrithew & Thorsten Inc | 1,524 | $176.0K | 0.19% | +1,524 | New |
| Measured Wealth Private Client Group, LLC | 1,547 | $179.6K | 0.05% | −93−5.7% | Reduced |
| Gould Capital, LLC | 1,559 | $181.0K | 0.11% | −177−10.2% | Reduced |
| ORG Wealth Partners, LLC | 1,583 | $183.8K | 0.04% | −58−3.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,600 | $185.7K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,604 | $186.2K | 0.00% | +254+18.8% | Added |
| REAP Financial Group, LLC | 1,623 | $188.4K | 0.04% | +550+51.3% | Added |
| Root Financial Partners, LLC | 1,646 | $191.1K | 0.01% | +217+15.2% | Added |
| Signature Resources Capital Management, LLC | 1,658 | $192.5K | 0.10% | +30+1.8% | Added |
| CVA Family Office, LLC | 1,661 | $192.8K | 0.02% | −55−3.2% | Reduced |
| Rowland & Co Investment Counsel | 1,678 | $194.8K | 0.04% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,700 | $197.4K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 1,725 | $200.3K | 0.09% | +1,725 | New |
| Successful Portfolios LLC | 1,683 | $200.4K | 0.10% | +1,683 | New |
| Traveka Wealth, LLC | 1,728 | $200.6K | 0.08% | +1,728 | New |
| First Bank & Trust | 1,733 | $201.2K | 0.03% | +1,733 | New |
| Spinnaker Investment Group, LLC | 1,739 | $201.9K | 0.04% | +1,739 | New |
| Wellington Shields Capital Management, LLC | 1,750 | $203.2K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 1,751 | $203.3K | 0.03% | +1,751 | New |
| Investment Advisory Services Inc | 1,752 | $203.4K | 0.06% | +1,752 | New |
| Roman Butler Fullerton & Co | 1,702 | $204.5K | 0.05% | +1,702 | New |
| Paragon Private Wealth Management, LLC | 1,767 | $205.2K | 0.06% | +1,767 | New |
| Quadcap Wealth Management, LLC | 1,773 | $205.8K | 0.02% | +1,773 | New |
| New Republic Capital, LLC | 1,774 | $205.9K | 0.05% | +1,774 | New |
| Wayfinding Financial, LLC | 1,775 | $206.0K | 0.09% | −145−7.6% | Reduced |
| American Money Management, LLC | 1,775 | $206.1K | 0.03% | +1,775 | New |
| Advisortrust Partners, LLC | 1,779 | $206.5K | 0.09% | +1,779 | New |
| Spire Wealth Management | 1,779 | $206.6K | 0.01% | −1,550−46.6% | Reduced |
| Sentry Investment Management LLC | 1,786 | $207.0K | 0.14% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 1,787 | $207.5K | 0.31% | +1,787 | New |
| Grandfield & Dodd, LLC | 1,788 | $207.6K | 0.01% | +1,788 | New |
| McIlrath & Eck, LLC | 1,793 | $208.1K | 0.02% | −80−4.3% | Reduced |
| Hall Laurie J Trustee | 1,795 | $208.4K | 0.07% | −100−5.3% | Reduced |
| Evermay Wealth Management LLC | 1,797 | $208.6K | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,807 | $209.8K | 0.11% | +1,807 | New |
| Landaas & Co | 1,811 | $210.2K | 0.05% | +1,811 | New |
| Summitry LLC | 1,817 | $210.9K | 0.01% | +1,817 | New |
| Foster Group, Inc. | 1,818 | $211.1K | 0.01% | +1,818 | New |
| WealthPoint Financial, LLC | 1,824 | $211.8K | 0.18% | +1,824 | New |
| Tyche Wealth Partners LLC | 1,824 | $211.8K | 0.03% | +1,824 | New |
| SOA Wealth Advisors, LLC. | 7,805 | $212.0K | 0.04% | −24−0.3% | Reduced |
| City Holding Co | 1,828 | $212.2K | 0.03% | −100−5.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,834 | $212.9K | 0.04% | 00.0% | Unchanged |
| Thomasville National Bank | 1,857 | $215.6K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,857 | $215.6K | 0.01% | +1,857 | New |
| Signal Advisors Wealth, LLC | 1,861 | $216.1K | 0.02% | +1,861 | New |