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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 3,418 | $406.8K | 0.01% | +27+0.8% | Added |
| Bridgewater Advisors Inc. | 3,779 | $406.9K | 0.03% | +181+5.0% | Added |
| Simon Quick Advisors, LLC | 3,506 | $407.1K | 0.02% | +78+2.3% | Added |
| Virtu Financial LLC | 3,519 | $408.0K | 0.02% | −3,144−47.2% | Reduced |
| Caxton Associates LLP | 3,520 | $408.6K | 0.01% | −87,918−96.2% | Reduced |
| Hudock, Inc. | 3,524 | $409.2K | 0.06% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 3,547 | $411.8K | 0.03% | −100−2.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,554 | $412.6K | 0.02% | +3,554 | New |
| L2 Asset Management, LLC | 3,573 | $414.7K | 0.06% | +192+5.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,584 | $416.1K | 0.03% | +139+4.0% | Added |
| Integrated Advisors Network LLC | 3,586 | $416.3K | 0.02% | +43+1.2% | Added |
| Berkshire Asset Management LLC | 3,599 | $417.8K | 0.02% | −1,919−34.8% | Reduced |
| Templeton & Phillips Capital Management, LLC | 3,601 | $418.0K | 0.28% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,601 | $418.1K | 0.01% | −43−1.2% | Reduced |
| Tritonpoint Wealth, LLC | 3,630 | $421.4K | 0.04% | −177−4.6% | Reduced |
| Optas, LLC | 3,666 | $425.6K | 0.07% | +128+3.6% | Added |
| Waddell & Associates, LLC | 3,670 | $426.1K | 0.03% | +1,787+94.9% | Added |
| PDS Planning, Inc | 3,673 | $426.4K | 0.03% | −571−13.5% | Reduced |
| Sage Investment Advisers LLC | 3,677 | $426.8K | 0.32% | +3,677 | New |
| Troutman Wealth Management, LLC | 3,678 | $427.0K | 0.35% | +3,678 | New |
| RMB Capital Management, LLC | 3,689 | $428.3K | 0.01% | +3,689 | New |
| Peddock Capital Advisors, LLC | 3,690 | $428.4K | 0.09% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,696 | $429.1K | 0.01% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 3,701 | $430.0K | 0.09% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3,729 | $432.9K | 0.21% | −50−1.3% | Reduced |
| AlphaCore Capital LLC | 3,764 | $437.0K | 0.01% | +692+22.5% | Added |
| Keyvantage Wealth, LLC | 3,817 | $443.1K | 0.19% | −453−10.6% | Reduced |
| Catalyst Financial Partners LLC | 3,823 | $443.8K | 0.05% | +3,823 | New |
| Boston Trust Walden Corp | 3,844 | $446.3K | 0.00% | −50−1.3% | Reduced |
| Sigma Planning Corp | 3,846 | $446.5K | 0.01% | −723−15.8% | Reduced |
| IFP Advisors, Inc | 3,855 | $447.5K | 0.01% | −227−5.6% | Reduced |
| Ci Investments Inc. | 3,857 | $447.8K | 0.00% | −615−13.8% | Reduced |
| Fragasso Group Inc. | 3,871 | $449.4K | 0.03% | +891+29.9% | Added |
| Austin Private Wealth, LLC | 3,875 | $449.9K | 0.03% | −62−1.6% | Reduced |
| Virtue Capital Management, LLC | 3,868 | $452.7K | 0.07% | +1,868+93.4% | Added |
| McMillan Office, Inc. | 3,900 | $452.8K | 0.05% | +3,900 | New |
| Clark Capital Management Group, Inc. | 3,904 | $453.2K | 0.00% | +887+29.4% | Added |
| Barrett & Company, Inc. | 3,920 | $455.1K | 0.15% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,925 | $455.7K | 0.30% | +10.0% | Added |
| Stronghold Wealth Management L.L.C. | 3,930 | $456.2K | 0.67% | +3,930 | New |
| United Advisor Group, LLC | 3,934 | $456.7K | 0.06% | +23+0.6% | Added |
| Penserra Capital Management LLC | 3,961 | $458.0K | 0.01% | −1,074−21.3% | Reduced |
| C M Bidwell & Associates Ltd | 3,949 | $458.4K | 0.22% | −134−3.3% | Reduced |
| Wellington-Altus USA Inc. | 3,953 | $458.9K | 0.34% | +3,953 | New |
| Exencial Wealth Advisors, LLC | 3,962 | $460.0K | 0.01% | +207+5.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $460.0K | 0.13% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,972 | $461.1K | 0.03% | +973+32.4% | Added |
| LGT Group Foundation | 3,948 | $461.4K | 0.01% | −571−12.6% | Reduced |
| FDx Advisors, Inc. | 4,000 | $464.0K | 0.24% | +141+3.7% | Added |
| Rbo & Co LLC | 4,000 | $464.4K | 0.07% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 4,020 | $466.7K | 0.26% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,022 | $466.9K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4,037 | $468.7K | 0.15% | +4,037 | New |
| Evolve Private Wealth, LLC | 4,038 | $468.7K | 0.03% | +4,038 | New |
| Tributary Capital Management, LLC | 4,050 | $470.2K | 0.05% | −100−2.4% | Reduced |
| HBW Advisory Services LLC | 4,053 | $470.5K | 0.05% | +218+5.7% | Added |
| Sentinus, LLC | 4,105 | $476.5K | 0.05% | +1,551+60.7% | Added |
| Hickory Point Bank & Trust | 4,107 | $476.8K | 0.35% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,107 | $476.8K | 0.02% | +134+3.4% | Added |
| Legacy Financial Advisors, Inc. | 4,111 | $477.3K | 0.07% | −3,638−46.9% | Reduced |
| Baker Avenue Asset Management, LP | 4,120 | $478.2K | 0.01% | +368+9.8% | Added |
| Clear Creek Financial Management, LLC | 4,126 | $478.9K | 0.04% | −42−1.0% | Reduced |
| Leonteq Securities AG | 4,137 | $480.3K | 0.03% | −1,470−26.2% | Reduced |
| David Loasby | 3,986 | $480.9K | 0.03% | +129+3.3% | Added |
| Balboa Wealth Partners | 4,154 | $482.3K | 0.08% | +996+31.5% | Added |
| Wilson & Boucher Capital Management, LLC | 4,165 | $483.5K | 0.32% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,174 | $484.6K | 0.05% | +4,174 | New |
| M.E. Allison & Co., Inc. | 4,185 | $485.8K | 0.33% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4,207 | $488.4K | 0.05% | +10.0% | Added |
| Silver Oak Securities, Inc | 4,182 | $488.8K | 0.03% | +75+1.8% | Added |
| Capital Analysts, LLC | 4,221 | $490.0K | 0.01% | +100+2.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,225 | $490.5K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,233 | $491.0K | 0.12% | −235−5.3% | Reduced |
| Daymark Wealth Partners, LLC | 4,234 | $491.5K | 0.02% | +384+10.0% | Added |
| Severin Investments, LLC | 4,239 | $492.1K | 0.43% | −691−14.0% | Reduced |
| Burns Matteson Capital Management, LLC | 4,251 | $493.5K | 0.20% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 4,080 | $493.8K | 0.26% | −323−7.3% | Reduced |
| Fiduciary Group LLC | 4,257 | $494.2K | 0.04% | +15+0.4% | Added |
| Sivia Capital Partners, LLC | 4,259 | $494.4K | 0.10% | +833+24.3% | Added |
| Capula Management Ltd | 4,288 | $497.8K | 0.00% | +4,288 | New |
| Frec Markets, Inc. | 4,316 | $501.1K | 0.15% | +4,316 | New |
| Hofer & Associates. Inc | 4,334 | $503.1K | 0.27% | +52+1.2% | Added |
| Hilltop Holdings Inc. | 4,335 | $503.3K | 0.03% | −6,607−60.4% | Reduced |
| Interchange Capital Partners, LLC | 4,338 | $503.6K | 0.09% | −364−7.7% | Reduced |
| Tradewinds Capital Management, LLC | 4,339 | $503.7K | 0.11% | −100−2.3% | Reduced |
| Strategic Advisors LLC | 4,355 | $505.6K | 0.08% | −34−0.8% | Reduced |
| Abel Hall, LLC | 4,367 | $507.0K | 0.12% | +2,095+92.2% | Added |
| Mechanics Financial Corp | 4,368 | $507.1K | 0.19% | +350+8.7% | Added |
| Petros Family Wealth, LLC | 4,376 | $508.0K | 0.34% | +230+5.5% | Added |
| Claro Advisors LLC | 4,386 | $509.2K | 0.07% | +24+0.6% | Added |
| O'Brien Greene & Co. Inc | 4,391 | $509.8K | 0.15% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,405 | $511.4K | 0.15% | −2,754−38.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,409 | $511.8K | 0.09% | +57+1.3% | Added |
| Larson Financial Group LLC | 4,423 | $513.4K | 0.02% | −701−13.7% | Reduced |
| Vista Investment Partners LLC | 4,425 | $513.7K | 0.13% | −13−0.3% | Reduced |
| JNBA Financial Advisors | 4,427 | $513.9K | 0.04% | +240+5.7% | Added |
| Angeles Wealth Management, LLC | 4,459 | $517.7K | 0.03% | +661+17.4% | Added |
| Freestone Capital Holdings, LLC | 4,460 | $517.8K | 0.02% | +112+2.6% | Added |
| May Barnhard Investments LLC | 4,486 | $520.8K | 0.25% | −70−1.5% | Reduced |
| Personal Cfo Solutions, LLC | 4,496 | $522.0K | 0.08% | +101+2.3% | Added |