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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 4,500 | $522.4K | 0.12% | −5,400−54.5% | Reduced |
| Intrepid Capital Management Inc | 4,518 | $524.5K | 0.20% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,522 | $525.0K | 0.10% | +942+26.3% | Added |
| Prime Capital Investment Advisors, LLC | 4,548 | $527.9K | 0.01% | +14+0.3% | Added |
| Sepio Capital, LP | 4,570 | $530.5K | 0.03% | +368+8.8% | Added |
| Cyndeo Wealth Partners, LLC | 4,573 | $530.9K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,574 | $531.0K | 0.36% | −9−0.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,575 | $531.0K | 0.16% | −32−0.7% | Reduced |
| Evoke Wealth, LLC | 4,590 | $532.9K | 0.01% | +842+22.5% | Added |
| Martin Capital Advisors, LLP | 4,605 | $534.6K | 0.31% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 4,606 | $534.7K | 0.32% | −41−0.9% | Reduced |
| Quent Capital, LLC | 4,652 | $540.1K | 0.04% | +136+3.0% | Added |
| PFG Investments, LLC | 4,658 | $540.8K | 0.03% | −48−1.0% | Reduced |
| Janney Capital Management LLC | 4,675 | $543.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,687 | $544.1K | 0.03% | −56−1.2% | Reduced |
| Invariant Investment Management | 4,577 | $544.9K | 0.35% | +4,577 | New |
| Apella Capital, LLC | 4,700 | $545.6K | 0.01% | +78+1.7% | Added |
| Bahl & Gaynor Inc | 4,727 | $548.8K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 4,576 | $548.8K | 0.07% | +511+12.6% | Added |
| Cidel Asset Management Inc | 4,731 | $549.2K | 0.04% | −378−7.4% | Reduced |
| Wellington Shields & Co., LLC | 4,740 | $550.3K | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,742 | $550.5K | 0.04% | −726−13.3% | Reduced |
| Addison Capital Co | 4,742 | $550.6K | 0.14% | +10.0% | Added |
| Algert Global LLC | 4,750 | $551.4K | 0.01% | +4,750 | New |
| Catalina Capital Group, LLC | 4,750 | $551.4K | 0.34% | +14+0.3% | Added |
| Northwest Bancshares, Inc. | 4,780 | $554.9K | 0.11% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $554.9K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,816 | $559.1K | 0.03% | +13+0.3% | Added |
| Ironwood Investment Management LLC | 4,847 | $562.7K | 0.24% | 00.0% | Unchanged |
| Next Level Private LLC | 4,854 | $563.5K | 0.15% | +70+1.5% | Added |
| Essential Partners LLC | 4,858 | $564.0K | 0.17% | +711+17.1% | Added |
| Apeiron RIA LLC | 4,645 | $564.2K | 0.11% | +73+1.6% | Added |
| Avestar Capital, LLC | 4,889 | $567.6K | 0.04% | −62−1.3% | Reduced |
| Revisor Wealth Management LLC | 4,806 | $567.8K | 0.15% | +2,383+98.3% | Added |
| Charter Trust Co | 4,891 | $567.8K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,904 | $569.3K | 0.01% | +2,535+107.0% | Added |
| Richard W. Paul & Associates, LLC | 4,912 | $570.2K | 0.19% | −415−7.8% | Reduced |
| Guardian Wealth Advisors, LLC | 4,948 | $574.4K | 0.04% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 4,986 | $578.8K | 0.00% | +24+0.5% | Added |
| Tranquilli Financial Advisor LLC | 4,992 | $579.5K | 0.34% | −78−1.5% | Reduced |
| Sicart Associates LLC | 5,000 | $580.5K | 0.15% | 00.0% | Unchanged |
| Midwest Trust Co | 5,007 | $581.3K | 0.01% | +724+16.9% | Added |
| Trust Point Inc. | 5,036 | $584.6K | 0.05% | −49−1.0% | Reduced |
| Modera Wealth Management, LLC | 5,041 | $585.2K | 0.01% | +10+0.2% | Added |
| GHP Investment Advisors, Inc. | 5,045 | $585.7K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,050 | $586.3K | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,053 | $586.6K | 0.03% | −1,366−21.3% | Reduced |
| Howard Capital Management Inc. | 5,054 | $586.7K | 0.01% | +363+7.7% | Added |
| Farmers & Merchants Investments Inc | 5,116 | $593.9K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,125 | $595.0K | 0.28% | −100−1.9% | Reduced |
| Studio Investment Management LLC | 5,126 | $595.1K | 0.11% | −226−4.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 5,128 | $595.3K | 0.05% | +1,274+33.1% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,915 | $596.3K | 0.41% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,199 | $603.6K | 0.03% | +606+13.2% | Added |
| Mezzasalma Advisors, LLC | 5,161 | $604.0K | 0.15% | −9−0.2% | Reduced |
| Alteri Wealth LLC | 5,230 | $607.2K | 0.20% | +376+7.7% | Added |
| SG Trading Solutions, LLC | 5,249 | $609.0K | 0.14% | +5,249 | New |
| Van Strum & Towne Inc. | 5,277 | $612.6K | 0.17% | −100−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,280 | $613.0K | 0.26% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,283 | $613.3K | 0.01% | +5,283 | New |
| Teza Capital Management LLC | 5,290 | $614.1K | 1.98% | +5,290 | New |
| Baker Ellis Asset Management LLC | 5,299 | $615.2K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 5,313 | $616.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,324 | $618.1K | 0.04% | +5,324 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,355 | $621.6K | 0.11% | +163+3.1% | Added |
| TD Private Client Wealth LLC | 5,361 | $622.4K | 0.01% | +111+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,384 | $625.0K | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,410 | $628.1K | 0.18% | −102−1.9% | Reduced |
| Firestone Capital Management | 5,413 | $628.4K | 0.13% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 5,431 | $630.5K | 0.57% | +5,431 | New |
| Fortis Group Advisors, LLC | 5,455 | $633.3K | 0.11% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,441 | $635.9K | 0.01% | +375+7.4% | Added |
| Wealthstar Advisors, LLC | 5,488 | $637.0K | 0.35% | +25+0.5% | Added |
| Philadelphia Trust Co | 5,500 | $638.0K | 0.04% | 00.0% | Unchanged |
| Fundamentun, LLC | 5,503 | $638.9K | 0.03% | +21+0.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,509 | $639.5K | 0.04% | 00.0% | Unchanged |
| MFA Wealth Services | 5,514 | $640.1K | 0.43% | −324−5.5% | Reduced |
| GenTrust, LLC | 5,523 | $641.2K | 0.03% | +187+3.5% | Added |
| Stiles Financial Services Inc | 5,532 | $642.2K | 0.20% | +1,934+53.8% | Added |
| Ronald Blue Trust, Inc. | 5,567 | $646.3K | 0.01% | +5+0.1% | Added |
| SeaCrest Wealth Management, LLC | 5,386 | $648.7K | 0.07% | −515−8.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,617 | $652.1K | 0.09% | −85−1.5% | Reduced |
| Red Door Wealth Management, LLC | 5,618 | $652.2K | 0.07% | +4+0.1% | Added |
| SPWM Advisors LLC | 5,624 | $652.9K | 0.63% | +5,624 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5,641 | $654.9K | 0.12% | +3,979+239.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,650 | $655.9K | 0.00% | −498−8.1% | Reduced |
| IVC Wealth Advisors LLC | 5,657 | $656.7K | 0.29% | −213−3.6% | Reduced |
| Rogco, LP | 5,662 | $657.3K | 0.22% | −76−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 5,664 | $657.5K | 0.02% | +752+15.3% | Added |
| Altfest L J & Co Inc | 5,681 | $659.5K | 0.07% | +24+0.4% | Added |
| Inceptionr LLC | 5,695 | $661.1K | 0.18% | −9,500−62.5% | Reduced |
| Fairfield, Bush & Co. | 5,727 | $664.8K | 0.35% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,734 | $665.7K | 0.09% | +775+15.6% | Added |
| Money Concepts Capital Corp | 5,747 | $667.1K | 0.04% | +34+0.6% | Added |
| Westfuller Advisors, LLC | 5,763 | $669.0K | 0.27% | −370−6.0% | Reduced |
| Resonant Capital Advisors, LLC | 5,794 | $672.6K | 0.04% | +50+0.9% | Added |
| Gilbert Capital Group, Inc. | 5,795 | $672.7K | 0.51% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,802 | $673.6K | 0.02% | −15,802−73.1% | Reduced |
| AlphaGrep UK Ltd | 5,822 | $675.9K | 0.23% | +5,822 | New |
| TCG Advisory Services, LLC | 5,868 | $681.2K | 0.02% | +5,868 | New |