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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 1,867 | $216.7K | 0.04% | −8−0.4% | Reduced |
| BKM Wealth Management, LLC | 1,878 | $218.0K | 0.08% | −9−0.5% | Reduced |
| Detalus Advisors, LLC | 1,878 | $218.0K | 0.05% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,884 | $218.7K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,886 | $218.9K | 0.05% | +1,886 | New |
| Creekside Partners | 1,886 | $218.9K | 0.09% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 1,886 | $218.9K | 0.07% | 00.0% | Unchanged |
| Woodside Wealth Management LLC | 1,887 | $219.1K | 0.16% | +1,887 | New |
| Old Mission Investment Co LLC | 1,888 | $219.2K | 0.05% | 00.0% | Unchanged |
| Investors Research Corp | 1,894 | $219.9K | 0.04% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,900 | $220.6K | 0.02% | +1,900 | New |
| Glen Eagle Advisors, LLC | 1,902 | $220.8K | 0.03% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 1,914 | $222.2K | 0.08% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,914 | $222.2K | 0.04% | +3+0.2% | Added |
| E&G Advisors, LP | 1,918 | $222.6K | 0.05% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 1,924 | $223.4K | 0.13% | +10+0.5% | Added |
| Cetera Trust Company, N.A | 1,930 | $224.1K | 0.12% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 1,932 | $224.3K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,935 | $224.6K | 0.02% | −52−2.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,940 | $225.3K | 0.05% | +71+3.8% | Added |
| Gsa Capital Partners LLP | 1,949 | $226.0K | 0.02% | +1,949 | New |
| Newman Dignan & Sheerar, Inc. | 1,959 | $227.4K | 0.05% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,959 | $227.5K | 0.02% | −504−20.5% | Reduced |
| JT Stratford LLC | 1,967 | $228.3K | 0.03% | +94+5.0% | Added |
| Strategic Financial Services, Inc, | 1,842 | $229.0K | 0.01% | +1,842 | New |
| Childress Capital Advisors, LLC | 1,984 | $230.3K | 0.04% | −65−3.2% | Reduced |
| Rockline Wealth Management, LLC | 1,987 | $230.7K | 0.05% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,995 | $231.6K | 0.24% | −171−7.9% | Reduced |
| Capstone Wealth Management Group LLC | 1,995 | $231.6K | 0.14% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,000 | $232.2K | 0.03% | 00.0% | Unchanged |
| Cadinha & Co LLC | 2,000 | $232.2K | 0.04% | 00.0% | Unchanged |
| Kidder Stephen W | 2,000 | $232.2K | 0.07% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 2,000 | $232.2K | 0.24% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $232.2K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,000 | $232.2K | 0.03% | +2,000 | New |
| Santori & Peters | 2,004 | $232.6K | 0.08% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,004 | $232.7K | 0.03% | +3+0.1% | Added |
| Kooman & Associates | 2,015 | $233.9K | 0.07% | −22−1.1% | Reduced |
| Perkins Coie Trust Co | 2,019 | $234.4K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,019 | $234.4K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital Corp | 2,020 | $234.5K | 0.08% | +10+0.5% | Added |
| Emissary Wealth LLC | 2,029 | $235.5K | 0.20% | +2,029 | New |
| Founders Financial Alliance, LLC | 2,031 | $235.7K | 0.04% | +3+0.1% | Added |
| Nwam LLC | 1,984 | $236.2K | 0.01% | −557−21.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,043 | $237.2K | 0.01% | +2,043 | New |
| Arvest Bank Trust Division | 2,051 | $238.1K | 0.01% | +128+6.7% | Added |
| Aviance Capital Partners, LLC | 2,053 | $238.3K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 2,065 | $239.7K | 0.02% | +10+0.5% | Added |
| First Commonwealth Financial Corp | 2,068 | $240.1K | 0.04% | −64−3.0% | Reduced |
| Cooper Capital Advisors LLC | 2,073 | $240.6K | 0.15% | +3+0.1% | Added |
| Colonial Trust Co | 2,076 | $241.0K | 0.03% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 2,000 | $241.0K | 0.10% | 00.0% | Unchanged |
| OMNI 360 Wealth, Inc. | 1,936 | $241.2K | 0.12% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 2,083 | $241.8K | 0.11% | +635+43.9% | Added |
| FSM Wealth Advisors, LLC | 2,090 | $242.6K | 0.03% | +46+2.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,091 | $242.8K | 0.02% | +44+2.1% | Added |
| Dorato Capital Management | 1,950 | $243.0K | 0.18% | +1,950 | New |
| 5th Street Advisors, LLC | 2,094 | $243.1K | 0.11% | +2,094 | New |
| Athena Investment Management | 2,100 | $243.8K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,101 | $243.9K | 0.00% | +161+8.3% | Added |
| Pennington Partners & Co., LLC | 2,105 | $244.3K | 0.10% | +7+0.3% | Added |
| Five Oceans Advisors | 2,107 | $244.6K | 0.09% | +3+0.1% | Added |
| Independent Financial Group, LLC | 2,114 | $245.4K | 0.01% | +247+13.2% | Added |
| City State Bank | 2,115 | $245.5K | 0.07% | −202−8.7% | Reduced |
| Belpointe Asset Management LLC | 2,115 | $245.5K | 0.01% | +2,115 | New |
| HORAN Wealth, LLC | 2,115 | $245.5K | 0.04% | −372−15.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,116 | $245.6K | 0.02% | 00.0% | Unchanged |
| Income Insurance Ltd | 2,117 | $245.8K | 0.16% | +2,117 | New |
| Meritage Portfolio Management | 2,119 | $246.0K | 0.02% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,126 | $246.8K | 0.03% | +2,126 | New |
| Braun-Bostich & Associates Inc. | 2,127 | $246.9K | 0.15% | +2+0.1% | Added |
| Charter Oak Capital Management, LLC | 2,127 | $246.9K | 0.02% | −2−0.1% | Reduced |
| Beaton Management Co. Inc. | 2,125 | $247.0K | 0.11% | 00.0% | Unchanged |
| Destination Wealth Management | 2,129 | $247.1K | 0.01% | +30+1.4% | Added |
| Rede Wealth, LLC | 2,140 | $248.5K | 0.09% | +2,140 | New |
| MV Capital Management, Inc. | 2,150 | $249.6K | 0.02% | −754−26.0% | Reduced |
| Plimoth Trust Co LLC | 2,150 | $249.6K | 0.06% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 2,150 | $249.6K | 0.18% | 00.0% | Unchanged |
| McAdam, LLC | 2,153 | $249.9K | 0.01% | +19+0.9% | Added |
| Rosenberg Matthew Hamilton | 2,157 | $250.4K | 0.05% | −58−2.6% | Reduced |
| Onefund, LLC | 2,165 | $251.3K | 0.15% | +106+5.1% | Added |
| Networth Advisors, LLC | 2,176 | $252.6K | 0.19% | +2,176 | New |
| Barnes Wealth Management Group, Inc | 2,178 | $252.8K | 0.14% | −220−9.2% | Reduced |
| Forefront Wealth Management Inc. | 2,195 | $254.8K | 0.18% | −33−1.5% | Reduced |
| Fire Capital Management LLC | 2,200 | $255.4K | 0.13% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,203 | $255.7K | 0.02% | +2,203 | New |
| CRA Financial Services, LLC | 2,207 | $256.2K | 0.03% | −340−13.3% | Reduced |
| Zions Bancorporation, National Association | 2,220 | $257.7K | 0.01% | +538+32.0% | Added |
| Cromwell Holdings LLC | 2,230 | $258.9K | 0.14% | 00.0% | Unchanged |
| R Squared Ltd | 2,232 | $259.1K | 0.12% | +2,232 | New |
| Grove Bank & Trust | 2,242 | $260.3K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,242 | $260.4K | 0.01% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 2,245 | $260.6K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,251 | $261.4K | 0.04% | −4−0.2% | Reduced |
| Resources Management Corp | 2,260 | $262.0K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,257 | $262.1K | 0.01% | +152+7.2% | Added |
| Douglas Lane & Associates, LLC | 2,260 | $262.4K | 0.00% | −50−2.2% | Reduced |
| Rialto Wealth Management, LLC | 2,260 | $262.4K | 0.06% | +341+17.8% | Added |
| Henson-Edgewater Management, LLC | 2,268 | $263.3K | 0.16% | +2,268 | New |
| Capital Asset Advisory Services LLC | 2,178 | $264.3K | 0.01% | +32+1.5% | Added |