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 |
|---|---|---|---|---|---|
| Piedmont Capital Management, LLC | 5,882 | $682.8K | 0.45% | +5,882 | New |
| Sax Wealth Advisors, LLC | 5,887 | $683.4K | 0.03% | −278−4.5% | Reduced |
| Mairs & Power Inc | 5,888 | $683.5K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 5,950 | $690.7K | 0.22% | −262−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,972 | $693.2K | 0.02% | +3+0.1% | Added |
| Focused Alpha, LLC | 5,976 | $693.7K | 0.20% | +5,976 | New |
| IFG Advisors, LLC | 5,999 | $696.4K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 6,020 | $698.9K | 0.05% | +2,043+51.4% | Added |
| Warner Financial, Inc | 6,033 | $700.0K | 0.24% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 6,056 | $703.1K | 0.05% | +1,338+28.4% | Added |
| First National Bank & Trust Co of Newtown | 6,137 | $712.4K | 0.13% | −150−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 6,167 | $716.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,923 | $716.9K | 0.02% | +2,285+62.8% | Added |
| Bill Few Associates, Inc. | 6,197 | $719.4K | 0.18% | +260+4.4% | Added |
| Invesco, LLC | 6,230 | $723.3K | 0.24% | +2,580+70.7% | Added |
| Central Trust Co | 6,233 | $723.6K | 0.01% | +941+17.8% | Added |
| CSS LLC | 6,250 | $725.6K | 0.04% | −2,778−30.8% | Reduced |
| Drucker Wealth 3.0, LLC | 6,263 | $727.0K | 0.13% | −263−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,305 | $731.9K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 6,311 | $732.6K | 0.09% | +113+1.8% | Added |
| Baader Bank INC | 6,321 | $733.3K | 0.06% | +1,974+45.4% | Added |
| South Shore Capital Advisors | 6,350 | $737.2K | 0.54% | +6,350 | New |
| Kane Investment Management, Inc. | 6,412 | $744.4K | 0.36% | −68−1.0% | Reduced |
| Pinebridge Investments LLC | 6,416 | $744.8K | 0.01% | +6,416 | New |
| Mount Yale Investment Advisors, LLC | 6,416 | $744.9K | 0.04% | −1,860−22.5% | Reduced |
| Frisch Financial Group, Inc. | 6,432 | $746.7K | 0.17% | +6,432 | New |
| Savvy Advisors, Inc. | 6,467 | $750.8K | 0.02% | +1,139+21.4% | Added |
| Versant Capital Management, Inc | 6,496 | $754.1K | 0.09% | −323−4.7% | Reduced |
| CenterBook Partners LP | 6,534 | $758.5K | 0.04% | +6,534 | New |
| Cove Private Wealth, LLC | 6,618 | $768.3K | 0.23% | +1,689+34.3% | Added |
| Simplicity Wealth,LLC | 6,630 | $769.6K | 0.05% | −2,516−27.5% | Reduced |
| Centaurus Financial, Inc. | 6,641 | $771.0K | 0.04% | −1,153−14.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,669 | $774.3K | 0.02% | −185−2.7% | Reduced |
| Strategic Investment Advisors | 6,678 | $775.3K | 0.07% | −258−3.7% | Reduced |
| KG&L Capital Management,LLC | 6,694 | $777.1K | 0.20% | +1,423+27.0% | Added |
| Argent Capital Management LLC | 6,700 | $777.8K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 6,715 | $779.5K | 0.17% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,730 | $781.3K | 0.02% | +6,296+1,450.7% | Added |
| First Foundation Advisors | 6,746 | $783.1K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,777 | $786.7K | 0.31% | +85+1.3% | Added |
| S-Bank Fund Management Ltd | 6,783 | $787.4K | 0.10% | −1,769−20.7% | Reduced |
| Cigna Investments Inc | 6,861 | $797.0K | 0.12% | −104−1.5% | Reduced |
| Argus Investors' Counsel, Inc. | 6,901 | $801.1K | 0.64% | +371+5.7% | Added |
| Basepoint Wealth LLC | 6,913 | $802.6K | 0.49% | −577−7.7% | Reduced |
| FineMark National Bank & Trust | 6,955 | $807.4K | 0.03% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 6,962 | $808.2K | 0.08% | −4−0.1% | Reduced |
| TownSquare Capital, LLC | 6,997 | $812.3K | 0.18% | −2,345−25.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,000 | $812.6K | 0.20% | −900−11.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,047 | $818.1K | 0.19% | +33+0.5% | Added |
| Diversify Advisory Services, LLC | 6,747 | $818.7K | 0.03% | −333−4.7% | Reduced |
| KMG Fiduciary Partners, LLC | 7,056 | $819.1K | 0.06% | +4+0.1% | Added |
| Keystone Financial Group | 7,093 | $823.4K | 0.06% | +106+1.5% | Added |
| PEAK6 LLC | 7,101 | $824.4K | 0.02% | +5,949+516.4% | Added |
| Oxford Financial Group Ltd | 7,138 | $828.6K | 0.05% | −236−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 7,203 | $836.2K | 0.06% | −29−0.4% | Reduced |
| RKL Wealth Management LLC | 7,213 | $837.3K | 0.07% | +150+2.1% | Added |
| Legacy Capital Group California, Inc. | 7,236 | $840.0K | 0.20% | +252+3.6% | Added |
| ING Groep NV | 7,254 | $842.1K | 0.01% | −330−4.4% | Reduced |
| Great Lakes Retirement, Inc. | 7,291 | $846.4K | 0.09% | +231+3.3% | Added |
| Lionshead Wealth Management, LLC | 7,311 | $848.7K | 0.64% | +24+0.3% | Added |
| Westwood Wealth Management | 7,311 | $848.7K | 0.64% | +7,311 | New |
| Advisors Capital Management, LLC | 7,328 | $850.8K | 0.01% | +931+14.6% | Added |
| Redmond Asset Management, LLC | 7,417 | $861.0K | 0.22% | −250−3.3% | Reduced |
| Elyxium Wealth, LLC | 7,434 | $863.0K | 0.24% | +107+1.5% | Added |
| OmniStar Financial Group, Inc. | 7,439 | $863.7K | 0.51% | +606+8.9% | Added |
| Sompo Asset Management Co., Ltd. | 7,450 | $864.9K | 0.15% | −810−9.8% | Reduced |
| Signet Financial Management, LLC | 7,451 | $865.0K | 0.10% | −79−1.0% | Reduced |
| Atlantic Union Bankshares Corp | 7,452 | $865.1K | 0.02% | +106+1.4% | Added |
| Polymer Capital Management (US) LLC | 7,469 | $867.1K | 0.11% | −15,955−68.1% | Reduced |
| USA Financial Portformulas Corp | 7,501 | $870.8K | 0.16% | −8,678−53.6% | Reduced |
| Chicago Partners Investment Group LLC | 7,405 | $870.9K | 0.02% | +720+10.8% | Added |
| ABN AMRO Bank N.V. | 7,528 | $876.1K | 0.01% | +7,528 | New |
| Exchange Bank | 7,555 | $877.1K | 0.61% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,561 | $877.8K | 0.03% | +14+0.2% | Added |
| Kovack Advisors, Inc. | 7,589 | $881.0K | 0.04% | +2,424+46.9% | Added |
| Sage Mountain Advisors LLC | 7,608 | $883.2K | 0.05% | +7,608 | New |
| denkapparat Operations GmbH | 7,610 | $883.4K | 0.48% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 7,615 | $884.0K | 0.01% | +927+13.9% | Added |
| Congress Asset Management Co | 7,632 | $886.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,640 | $886.9K | 0.02% | +101+1.3% | Added |
| Accurate Wealth Management, LLC | 7,492 | $892.0K | 0.11% | +560+8.1% | Added |
| Silverlake Wealth Management LLC | 7,699 | $893.8K | 0.20% | −2,161−21.9% | Reduced |
| Tradewinds, LLC. | 7,712 | $895.3K | 0.21% | +135+1.8% | Added |
| Radnor Capital Management, LLC | 7,730 | $897.4K | 0.13% | +1,301+20.2% | Added |
| DRW Securities, LLC | 7,762 | $898.7K | 0.07% | −22,300−74.2% | Reduced |
| Harvest Fund Management Co., Ltd | 7,785 | $904.0K | 0.03% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 10,324 | $904.5K | 0.07% | +10,324 | New |
| Manchester Capital Management LLC | 7,811 | $906.8K | 0.12% | −171−2.1% | Reduced |
| Nations Financial Group Inc, | 7,812 | $906.9K | 0.05% | −502−6.0% | Reduced |
| New Wave Wealth Advisors LLC | 7,835 | $909.6K | 0.33% | +279+3.7% | Added |
| Mesirow Financial Investment Management, Inc. | 7,843 | $910.5K | 0.02% | −2,726−25.8% | Reduced |
| Farmers National Bank | 7,848 | $911.1K | 0.20% | 00.0% | Unchanged |
| LVW Advisors, LLC | 7,874 | $914.1K | 0.09% | −2,355−23.0% | Reduced |
| Hendershot Investments Inc. | 7,874 | $914.1K | 0.12% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,911 | $918.4K | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 7,934 | $921.1K | 0.08% | +458+6.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,943 | $922.1K | 0.39% | 00.0% | Unchanged |
| Trust Asset Management LLC | 8,073 | $937.2K | 0.06% | −315−3.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,081 | $938.1K | 0.10% | +251+3.2% | Added |
| Founders Financial Securities LLC | 8,086 | $938.7K | 0.06% | +202+2.6% | Added |