# BANK OF NY MELLON CORP (BNY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BNY/

- Reporting holders: 87
- Reported value: $261.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $130.3M | 900,732 | 1.1% | 6 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $33.9M | 230,426 | 1.8% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $17.5M | 121,188 | 0.1% | 13 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $8.7M | 60,098 | 1.5% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $7.4M | 51,393 | 0.1% | 16 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $5.6M | 38,797 | 0.2% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $4.7M | 32,770 | 0.5% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $3.8M | 26,551 | 0.1% | 12 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.5M | 24,426 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.5M | 24,004 | 0.1% | 24 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.0M | 21,044 | 0.1% | 9 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $3.0M | 20,607 | 1.8% | 13 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $3.0M | 20,601 | 0.2% | 17 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $1.9M | 12,904 | 0.6% | 4 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $1.6M | 10,749 | 0.0% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 10,455 | 0.0% | 12 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.3M | 9,005 | 0.3% | 24 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.2M | 8,432 | 0.1% | 32 |
| [Peoples Bank/KS](https://holderbook.com/funds/1998269-peoples-bank-ks/) | $1.2M | 8,355 | 1.2% | 13 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.1M | 7,843 | 0.1% | 20 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.1M | 7,928 | 0.0% | 7 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.0M | 7,181 | 0.0% | 32 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $1.0M | 7,096 | 0.2% | 21 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $1.0M | 7,046 | 0.6% | 14 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $919.1K | 6,355 | 0.0% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 87 | $261.4M |
| Q2 2026 | 1,882 | $90.8B |
| Q1 2026 | 1,758 | $71.2B |
| Q4 2025 | 1,759 | $69.5B |
| Q3 2025 | 1,647 | $65.8B |
| Q2 2025 | 1,576 | $55.3B |
| Q1 2025 | 1,529 | $52.5B |
| Q4 2024 | 1,459 | $48.4B |
| Q3 2024 | 1,314 | $45.3B |
| Q2 2024 | 1,269 | $38.1B |
| Q1 2024 | 1,271 | $37.5B |
| Q4 2023 | 1,190 | $34.2B |

