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 | 1,769 | $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 |
|---|---|---|---|---|---|
| TABR Capital Management, LLC | 2,282 | $264.9K | 0.18% | +2,282 | New |
| Phoenix Holdings Ltd. | 2,295 | $266.2K | 0.00% | +2,295 | New |
| Occidental Asset Management, LLC | 2,297 | $266.7K | 0.03% | +37+1.6% | Added |
| Eagle Bluffs Wealth Management LLC | 2,300 | $267.0K | 0.11% | +300+15.0% | Added |
| LOM Asset Management Ltd | 2,310 | $268.2K | 0.08% | −20−0.9% | Reduced |
| Sym Financial Corp | 2,311 | $268.3K | 0.03% | +136+6.3% | Added |
| Ridgecrest Wealth Partners, LLC | 2,312 | $268.4K | 0.15% | +21+0.9% | Added |
| Prosperity Bancshares Inc | 2,320 | $269.3K | 0.24% | +2,320 | New |
| Jackson Thornton Asset Management, LLC | 2,238 | $271.5K | 0.03% | +203+10.0% | Added |
| Plancorp, LLC | 2,350 | $272.8K | 0.01% | −471−16.7% | Reduced |
| TCI Wealth Advisors, Inc. | 2,353 | $273.2K | 0.02% | +49+2.1% | Added |
| Lecap Asset Management Ltd | 2,355 | $273.4K | 0.11% | +2,355 | New |
| Portfolio Design Labs, LLC | 2,360 | $274.0K | 0.05% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,361 | $274.1K | 0.01% | +2,361 | New |
| Noble Family Wealth, LLC | 2,365 | $274.6K | 0.06% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 2,378 | $276.1K | 0.21% | −57−2.3% | Reduced |
| Soltis Investment Advisors LLC | 2,391 | $277.5K | 0.02% | +323+15.6% | Added |
| Adelphi Trust Co | 2,397 | $278.3K | 0.23% | +2,397 | New |
| Trust Co of Toledo NA | 2,400 | $278.6K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,409 | $279.7K | 0.01% | +2,409 | New |
| SlateStone Wealth, LLC | 2,422 | $281.0K | 0.02% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 2,422 | $281.2K | 0.23% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,424 | $281.4K | 0.02% | +476+24.4% | Added |
| Perbak Capital Partners LLP | 2,426 | $281.6K | 0.09% | −4,316−64.0% | Reduced |
| Fortis Capital Management LLC | 2,426 | $281.7K | 0.04% | +2,426 | New |
| Revolve Wealth Partners, LLC | 2,428 | $281.9K | 0.03% | +10+0.4% | Added |
| Zhang Financial LLC | 2,436 | $282.8K | 0.01% | +2,436 | New |
| First Growth Capital LLC | 2,330 | $283.6K | 0.25% | +2,330 | New |
| Arsenal Capital Advisors LLC | 2,449 | $284.3K | 0.20% | +2,449 | New |
| Fell Capital Management | 2,450 | $284.4K | 0.28% | +2,450 | New |
| W Advisors, LLC | 2,451 | $284.5K | 0.14% | +8+0.3% | Added |
| Mirova | 2,460 | $285.6K | 0.04% | −62−2.5% | Reduced |
| Vantus Wealth LLC | 2,460 | $285.6K | 0.21% | +2,460 | New |
| Marshall & Sterling Wealth Advisors Inc. | 2,465 | $286.1K | 0.19% | −82−3.2% | Reduced |
| Banco Santander, S.A. | 2,485 | $288.5K | 0.00% | −668−21.2% | Reduced |
| Insight Inv LLC | 2,498 | $290.0K | 0.16% | +2,498 | New |
| SBI Securities Co., Ltd. | 2,504 | $290.7K | 0.01% | +56+2.3% | Added |
| Alpha Cubed Investments, LLC | 2,507 | $291.1K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,512 | $291.6K | 0.02% | −1,317−34.4% | Reduced |
| Great Valley Advisor Group, Inc. | 2,522 | $292.4K | 0.01% | +53+2.1% | Added |
| Pure Financial Advisors, Inc. | 2,520 | $292.5K | 0.00% | +228+9.9% | Added |
| JMN Financial LLC | 2,523 | $292.9K | 0.29% | +2,523 | New |
| Wellspring Financial Advisors, LLC | 2,521 | $293.0K | 0.02% | +2,521 | New |
| Everpar Advisors LLC | 2,526 | $293.2K | 0.11% | +2,526 | New |
| Meadow Creek Wealth Advisors LLC | 2,530 | $293.7K | 0.19% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,533 | $294.1K | 0.03% | +5+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 2,550 | $296.0K | 0.03% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,553 | $296.3K | 0.01% | −55−2.1% | Reduced |
| Ethos Financial Group, LLC | 2,557 | $296.8K | 0.02% | −1,208−32.1% | Reduced |
| Bell Investment Advisors, Inc | 2,560 | $297.2K | 0.05% | +4+0.2% | Added |
| Clarius Group, LLC | 2,565 | $297.8K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 2,575 | $298.9K | 0.07% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,575 | $298.9K | 0.05% | 00.0% | Unchanged |
| 71 West Capital Partners | 2,575 | $298.9K | 0.01% | +2,575 | New |
| Wealth Management Associates, Inc. | 2,578 | $299.3K | 0.10% | −50−1.9% | Reduced |
| Wealth Management Strategies, Inc. | 2,580 | $299.6K | 0.14% | +12+0.5% | Added |
| Modern Wealth Management, LLC | 2,600 | $301.8K | 0.01% | −1,280−33.0% | Reduced |
| WoodTrust Financial Corp | 2,602 | $302.0K | 0.04% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,607 | $302.6K | 0.05% | −50−1.9% | Reduced |
| Washington Trust Advisors, Inc. | 2,608 | $302.8K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,624 | $304.6K | 0.11% | −800−23.4% | Reduced |
| Macroview Investment Management LLC | 2,625 | $304.7K | 0.21% | +200+8.2% | Added |
| Riversedge Advisors, LLC | 2,633 | $305.7K | 0.05% | +223+9.3% | Added |
| Signature Estate & Investment Advisors LLC | 2,633 | $305.7K | 0.01% | −38−1.4% | Reduced |
| Fiduciary Financial Group, LLC | 2,642 | $306.7K | 0.04% | −61−2.3% | Reduced |
| Magnolia Capital Management Ltd | 2,657 | $308.0K | 0.23% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 2,662 | $309.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 2,672 | $310.2K | 0.01% | +191+7.7% | Added |
| Monument Capital Management | 2,672 | $310.2K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,679 | $311.0K | 0.01% | +725+37.1% | Added |
| Retirement Planning Group | 2,682 | $311.4K | 0.01% | +31+1.2% | Added |
| Crews Bank & Trust | 2,683 | $311.5K | 0.04% | 00.0% | Unchanged |
| Anchyra Partners LLC | 2,690 | $312.3K | 0.10% | +2,690 | New |
| Smith, Moore & Co. | 2,693 | $312.6K | 0.02% | −95−3.4% | Reduced |
| Venturi Wealth Management, LLC | 2,713 | $315.0K | 0.01% | +245+9.9% | Added |
| Chemung Canal Trust Co | 2,719 | $315.6K | 0.06% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 2,739 | $318.0K | 0.20% | +600+28.1% | Added |
| Omnitrust Wealth Management, Inc | 2,741 | $318.2K | 0.40% | +2,741 | New |
| Stockman Wealth Management, Inc. | 2,750 | $319.2K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,754 | $319.7K | 0.02% | +214+8.4% | Added |
| Optivise Advisory Services LLC | 2,759 | $320.2K | 0.18% | +2,759 | New |
| Chemistry Wealth Management LLC | 2,762 | $320.6K | 0.06% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,765 | $321.0K | 0.03% | +43+1.6% | Added |
| Insigneo Advisory Services, LLC | 2,766 | $321.1K | 0.02% | −35−1.2% | Reduced |
| Webster Bank, N. A. | 2,769 | $321.5K | 0.03% | +158+6.1% | Added |
| DGS Capital Management, LLC | 2,779 | $322.6K | 0.06% | +439+18.8% | Added |
| D'Orazio & Associates, Inc. | 2,782 | $323.0K | 0.04% | +6+0.2% | Added |
| Journey Strategic Wealth LLC | 2,788 | $323.7K | 0.01% | +292+11.7% | Added |
| Davis R M Inc | 2,796 | $324.6K | 0.01% | −307−9.9% | Reduced |
| TD Capital Management LLC | 2,799 | $325.0K | 0.03% | +2+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,800 | $325.1K | 0.09% | 00.0% | Unchanged |
| City National Bank of Florida | 2,802 | $325.3K | 0.21% | −2,056−42.3% | Reduced |
| Parkside Financial Bank & Trust | 2,805 | $325.6K | 0.02% | +88+3.2% | Added |
| Cypress Wealth Services, LLC | 2,811 | $326.3K | 0.05% | +760+37.1% | Added |
| Equitable Holdings, Inc. | 2,811 | $326.3K | 0.00% | +225+8.7% | Added |
| Southeast Asset Advisors Inc. | 2,824 | $327.8K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,825 | $327.9K | 0.00% | +75+2.7% | Added |
| Stock Yards Bank & Trust Co | 2,826 | $328.1K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,832 | $328.8K | 0.33% | +2,832 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,837 | $329.4K | 0.05% | +559+24.5% | Added |