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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 2,857 | $331.7K | 0.25% | −2,547−47.1% | Reduced |
| Brooktree Capital Management | 2,860 | $332.0K | 0.22% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,672 | $332.1K | 0.01% | +135+5.3% | Added |
| AlTi Global, Inc. | 2,869 | $332.9K | 0.01% | +40+1.4% | Added |
| Chicago Trust Co NA | 2,871 | $333.3K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,875 | $333.7K | 0.01% | +201+7.5% | Added |
| PCB Capital LLC | 2,898 | $336.5K | 0.54% | +2,898 | New |
| Means Investment Co., Inc. | 2,903 | $337.0K | 0.03% | −117−3.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 2,903 | $337.0K | 0.25% | +2,903 | New |
| Sage Capital Management, LLC | 2,909 | $337.8K | 0.16% | −10.0% | Reduced |
| Verity Asset Management, Inc. | 2,911 | $337.9K | 0.15% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,917 | $338.6K | 0.01% | +47+1.6% | Added |
| Vigilare Wealth Management | 2,923 | $339.3K | 0.11% | −911−23.8% | Reduced |
| Hengehold Capital Management LLC | 2,923 | $339.3K | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 2,937 | $341.0K | 0.00% | +927+46.1% | Added |
| Matisse Capital | 2,940 | $341.3K | 0.15% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,952 | $342.7K | 0.06% | +535+22.1% | Added |
| North Star Investment Management Corp. | 2,953 | $342.8K | 0.02% | +41+1.4% | Added |
| GM Advisory Group, Inc. | 2,953 | $342.8K | 0.01% | +55+1.9% | Added |
| Peck Wealth Management, LLC | 2,954 | $342.9K | 0.32% | 00.0% | Unchanged |
| Ledyard National Bank | 2,956 | $343.2K | 0.03% | −2−0.1% | Reduced |
| Cedar Mountain Advisors, LLC | 2,957 | $343.3K | 0.07% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,974 | $345.3K | 0.17% | 00.0% | Unchanged |
| Storgate, LLC | 2,975 | $345.4K | 0.28% | +2,975 | New |
| Diversified Enterprises, LLC | 2,996 | $347.8K | 0.02% | +2,996 | New |
| Pavaki Capital Management LLC | 3,000 | $348.3K | 0.24% | +3,000 | New |
| Spinnaker Trust | 3,007 | $349.1K | 0.02% | −94−3.0% | Reduced |
| Advyzon Investment Management, LLC | 3,011 | $349.6K | 0.04% | +3,011 | New |
| Maia Wealth LLC | 3,049 | $350.4K | 0.06% | +90+3.0% | Added |
| Oliver Luxxe Assets LLC | 3,018 | $350.4K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,023 | $350.9K | 0.01% | −188−5.9% | Reduced |
| Ignite Planners, LLC | 2,934 | $351.8K | 0.05% | +493+20.2% | Added |
| Bangor Savings Bank | 3,032 | $352.0K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 3,034 | $352.2K | 0.06% | +175+6.1% | Added |
| Everhart Financial Group, Inc. | 3,035 | $352.3K | 0.03% | +208+7.4% | Added |
| St Germain D J Co Inc | 3,040 | $352.9K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,077 | $357.2K | 0.12% | +3,077 | New |
| Burke & Herbert Bank & Trust Co | 3,092 | $359.0K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,093 | $359.0K | 0.01% | +1,045+51.0% | Added |
| Waterloo Capital, L.P. | 3,098 | $359.6K | 0.03% | +800+34.8% | Added |
| Trinity Financial Advisors LLC | 3,111 | $361.2K | 0.10% | 00.0% | Unchanged |
| Busey Wealth Management | 3,115 | $361.6K | 0.01% | +3,115 | New |
| Virtus ETF Advisers LLC | 3,118 | $362.0K | 0.17% | −1,219−28.1% | Reduced |
| Marco Investment Management LLC | 3,127 | $363.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 3,137 | $364.2K | 0.06% | −177−5.3% | Reduced |
| Ironwood Investment Counsel, LLC | 3,145 | $365.2K | 0.05% | +11+0.4% | Added |
| Stablepoint Partners, LLC | 3,148 | $365.5K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 3,153 | $366.0K | 0.00% | −19−0.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,154 | $366.1K | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,165 | $367.4K | 0.02% | +708+28.8% | Added |
| Prelude Capital Management, LLC | 3,166 | $367.5K | 0.03% | +317+11.1% | Added |
| Calamos Wealth Management LLC | 3,176 | $368.7K | 0.01% | +113+3.7% | Added |
| Coastal Bridge Advisors, LLC | 3,190 | $370.3K | 0.03% | +1,231+62.8% | Added |
| Meridian Investment Counsel Inc. | 3,200 | $371.5K | 0.09% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,200 | $371.5K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 3,211 | $372.8K | 0.08% | +5+0.2% | Added |
| Fairview Capital Investment Management, LLC | 3,214 | $373.1K | 0.02% | +7+0.2% | Added |
| Kennebec Savings Bank | 3,215 | $373.2K | 0.32% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3,223 | $374.2K | 0.30% | +3,223 | New |
| Relyea Zuckerberg Hanson LLC | 3,225 | $374.4K | 0.04% | −97−2.9% | Reduced |
| NorthRock Partners, LLC | 3,237 | $375.9K | 0.01% | −8,180−71.6% | Reduced |
| Linscomb & Williams, Inc. | 3,240 | $376.1K | 0.02% | +80+2.5% | Added |
| Cassaday & Co Wealth Management LLC | 3,241 | $376.2K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,247 | $376.9K | 0.02% | +401+14.1% | Added |
| Bridgefront Capital, LLC | 3,257 | $378.1K | 0.10% | +3,257 | New |
| BNP Paribas | 3,280 | $381.1K | 0.01% | −74,104−95.8% | Reduced |
| CFS Investment Advisory Services, LLC | 3,292 | $382.2K | 0.03% | +94+2.9% | Added |
| Bright Futures Wealth Management, LLC. | 3,300 | $383.1K | 0.28% | −200−5.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,309 | $384.1K | 0.11% | −15−0.5% | Reduced |
| Regatta Capital Group, LLC | 3,322 | $385.6K | 0.06% | +2+0.1% | Added |
| Miracle Mile Advisors, LLC | 3,323 | $385.7K | 0.01% | +101+3.1% | Added |
| One Wealth Advisors, LLC | 3,327 | $386.2K | 0.05% | +8+0.2% | Added |
| Groupe la Francaise | 3,331 | $386.7K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,335 | $387.2K | 0.01% | +51+1.6% | Added |
| Keel Point, LLC | 3,337 | $387.4K | 0.02% | −110−3.2% | Reduced |
| Seven Mile Advisory | 3,342 | $388.0K | 0.07% | −304−8.3% | Reduced |
| Breakwater Capital Group | 3,346 | $388.4K | 0.05% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 3,362 | $390.3K | 0.11% | −183−5.2% | Reduced |
| Wealth Alliance | 3,373 | $391.6K | 0.04% | +20+0.6% | Added |
| Milestone Asset Management, LLC | 3,376 | $391.9K | 0.07% | +3,376 | New |
| Caerus Investment Advisors, LLC | 3,378 | $392.2K | 0.13% | +1,154+51.9% | Added |
| Novem Group | 3,383 | $392.7K | 0.05% | +54+1.6% | Added |
| Tiemann Investment Advisors, LLC | 3,385 | $393.0K | 0.15% | −30−0.9% | Reduced |
| Howard Capital Management Group, LLC | 3,387 | $393.2K | 0.02% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,084 | $393.5K | 0.19% | −436−12.4% | Reduced |
| Syverson Strege & Co | 3,407 | $395.5K | 0.09% | +454+15.4% | Added |
| Heritage Trust Co | 3,414 | $396.3K | 0.04% | +8+0.2% | Added |
| Columbus Macro, LLC | 3,423 | $397.3K | 0.04% | −212−5.8% | Reduced |
| Mystic Asset Management, Inc. | 3,423 | $397.4K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,442 | $399.6K | 0.03% | +276+8.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,444 | $399.8K | 0.05% | +132+4.0% | Added |
| Steel Peak Wealth Management LLC | 3,448 | $400.2K | 0.01% | −24,677−87.7% | Reduced |
| PCM Encore, LLC | 3,460 | $401.6K | 0.09% | +3,460 | New |
| Advisor OS, LLC | 3,470 | $402.8K | 0.03% | +245+7.6% | Added |
| Norden Group LLC | 3,475 | $403.4K | 0.04% | +98+2.9% | Added |
| Strategic Blueprint, LLC | 3,476 | $403.5K | 0.02% | −15−0.4% | Reduced |
| Whalen Wealth Management Inc. | 3,478 | $403.8K | 0.22% | +3,478 | New |
| International Assets Investment Management, LLC | 13,391 | $403.9K | 0.03% | +9,937+287.7% | Added |
| J. Team Financial, Inc. | 3,483 | $404.3K | 0.40% | +42+1.2% | Added |
| Montag A & Associates Inc | 3,485 | $404.6K | 0.02% | +3,468+20,400.0% | Added |