BANK OF NY MELLON CORP (BNY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
87
Reporting holders
$261.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,795
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $130.3M | 900,732 | 1.14% | 6q | +0.7%+$931.7K |
| CACTI ASSET MANAGEMENT LLC | $33.9M | 230,426 | 1.79% | 32q | -1.3%-$454.0K |
| CONGRESS ASSET MANAGEMENT CO | $17.5M | 121,188 | 0.11% | 13q | +21.3%+$3.1M |
| Lincoln Capital LLC | $8.7M | 60,098 | 1.53% | 32q | HELD |
| Farther Finance Advisors, LLC | $7.4M | 51,393 | 0.05% | 16q | +5.1%+$363.9K |
| Sound Income Strategies, LLC | $5.6M | 38,797 | 0.25% | 32q | -28.1%-$2.2M |
| Central Pacific Bank - Trust Division | $4.7M | 32,770 | 0.50% | 11q | -16.1%-$909.7K |
| GAMMA Investing LLC | $3.8M | 26,551 | 0.13% | 12q | +5.1%+$186.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.5M | 24,426 | 0.04% | 32q | -1.3%-$48.2K |
| MassMutual Private Wealth & Trust, FSB | $3.5M | 24,004 | 0.09% | 24q | -2.8%-$99.9K |
| CoreCap Advisors, LLC | $3.0M | 21,044 | 0.09% | 9q | -11.6%-$399.5K |
| Davis Capital Management | $3.0M | 20,607 | 1.78% | 13q | -8.9%-$292.9K |
| Galvin, Gaustad & Stein, LLC | $3.0M | 20,601 | 0.22% | 17q | -3.6%-$111.7K |
| STABLEFORD CAPITAL II LLC | $1.9M | 12,904 | 0.65% | 4q | +21.1%+$324.8K |
| PARK NATIONAL CORP /OH/ | $1.6M | 10,749 | 0.04% | 32q | -10.9%-$189.3K |
| Wedmont Private Capital | $1.5M | 10,455 | 0.04% | 12q | +17.7%+$225.3K |
| Legacy Wealth Asset Management, LLC | $1.3M | 9,005 | 0.29% | 24q | -5.9%-$82.0K |
| Versant Capital Management, Inc | $1.2M | 8,432 | 0.10% | 32q | -9.7%-$131.0K |
| Peoples Bank/KS | $1.2M | 8,355 | 1.18% | 13q | -2.9%-$36.2K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 7,843 | 0.10% | 20q | -8.7%-$108.5K |
| Apella Capital, LLC | $1.1M | 7,928 | 0.01% | 7q | +12.3%+$124.3K |
| Valeo Financial Advisors, LLC | $1.0M | 7,181 | 0.02% | 32q | +13.7%+$125.0K |
| Shulman DeMeo Asset Management LLC | $1.0M | 7,096 | 0.20% | 21q | HELD |
| Exchange Bank | $1.0M | 7,046 | 0.63% | 14q | -4.2%-$44.5K |
| ARGENT CAPITAL MANAGEMENT LLC | $919.1K | 6,355 | 0.03% | 20q | HELD |
| Bill Few Associates, Inc. | $895.8K | 6,194 | 0.18% | 10q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $873.9K | 6,042 | 0.68% | 8q | -1.1%-$10.1K |
| SAPIENT CAPITAL LLC | $741.1K | 5,124 | 0.01% | 12q | -50.7%-$763.1K |
| HF Advisory Group, LLC | $691.2K | 4,779 | 0.21% | 13q | -6.2%-$45.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $678.7K | 4,693 | 0.06% | 32q | -49.6%-$668.6K |
| Invariant Investment Management | $673.9K | 4,634 | 0.39% | 4q | HELD |
| Avidian Wealth Enterprises, LLC | $651.6K | 4,506 | 0.02% | 12q | +19.9%+$108.2K |
| Councilor Wealth, LLC | $611.9K | 4,230 | 0.25% | 7q | HELD |
| M.E. ALLISON & CO., INC. | $603.0K | 4,170 | 0.34% | 8q | HELD |
| Hickory Point Bank & Trust | $535.9K | 3,705 | 0.32% | 8q | -7.3%-$42.2K |
| Breakwater Capital Group | $485.1K | 3,354 | 0.06% | 9q | HELD |
| O'Keefe Stevens Advisory, Inc. | $462.7K | 3,199 | 0.09% | 11q | +1.4%+$6.5K |
| Monument Capital Management | $443.0K | 3,063 | 0.09% | 6q | +14.4%+$55.7K |
| RIVERSEDGE ADVISORS, LLC | $439.0K | 3,035 | 0.05% | 5q | +3.1%+$13.3K |
| Everhart Financial Group, Inc. | $432.9K | 2,993 | 0.03% | 5q | -0.9%-$4.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $429.4K | 2,969 | 0.29% | 4q | -4.2%-$18.7K |
| Bullock Wealth Management Group | $428.0K | 2,974 | 0.18% | 11q | HELD |
| Trinity Financial Advisors LLC | $416.7K | 2,881 | 0.11% | 9q | -7.4%-$33.3K |
| Cadent Capital Advisors, LLC | $406.6K | 2,811 | 0.09% | 5q | HELD |
| Elm3 Financial Group, LLC | $394.1K | 2,725 | 0.26% | new | NEW |
| Venture Visionary Partners LLC | $383.1K | 2,648 | 0.01% | 5q | +23.7%+$73.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $372.3K | 2,574 | 0.02% | 4q | +0.7%+$2.7K |
| ROCKLAND TRUST CO | $367.6K | 2,542 | 0.01% | 5q | +7.6%+$26.0K |
| Grove Bank & Trust | $338.3K | 2,339 | 0.03% | 26q | +2.3%+$7.5K |
| Adelphi Trust Co | $332.9K | 2,302 | 0.22% | 4q | HELD |
| Rosenberg Matthew Hamilton | $302.3K | 2,090 | 0.05% | 27q | -3.1%-$9.7K |
| Whitaker-Myers Wealth Managers, LTD. | $301.1K | 2,082 | 0.05% | new | NEW |
| Whalen Wealth Management Inc. | $299.2K | 2,069 | 0.13% | 2q | -3.3%-$10.3K |
| Hummer Financial Advisory Services Inc | $296.5K | 2,050 | 0.19% | 5q | -4.7%-$14.5K |
| Douglas Lane & Associates, LLC | $292.7K | 2,024 | 0.00% | 5q | -8.0%-$25.3K |
| INSPIRION WEALTH ADVISORS, LLC | $289.3K | 2,000 | 0.03% | 4q | HELD |
| KFA Private Wealth Group, LLC | $283.5K | 1,959 | 0.07% | 5q | HELD |
| Dorato Capital Management | $278.3K | 1,950 | 0.19% | 4q | HELD |
| Investors Research Corp | $273.9K | 1,894 | 0.05% | 31q | HELD |
| Norman Fields, Gottscho Capital Management, LLC | $272.8K | 1,886 | 0.08% | 5q | HELD |
| Cooper Financial Group | $254.5K | 1,760 | 0.02% | 3q | +1.3%+$3.2K |
| Greenfield Savings Bank | $246.3K | 1,703 | 0.09% | 3q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $235.0K | 1,625 | 0.20% | 4q | HELD |
| HALL LAURIE J TRUSTEE | $231.4K | 1,600 | 0.07% | 5q | -7.0%-$17.4K |
| Graves Light Lenhart Wealth, Inc. | $226.5K | 1,566 | 0.02% | 2q | HELD |
| TOMPKINS FINANCIAL CORP | $225.5K | 1,559 | 0.02% | 31q | HELD |
| Sarver Vrooman Wealth Advisors | $177.8K | 1,229 | 0.10% | 7q | HELD |
| EASTERN BANK | $150.8K | 1,043 | 0.00% | 9q | +12.4%+$16.6K |
| FIRST COMMUNITY TRUST NA | $125.2K | 866 | 0.04% | 20q | HELD |
| Miller Global Investments, LLC | $113.8K | 787 | 0.09% | new | NEW |
| VALLEY WEALTH MANAGERS, INC. | $98.3K | 680 | 0.01% | 5q | HELD |
| Olistico Wealth, LLC | $72.3K | 500 | 0.03% | 4q | HELD |
| Trust Co | $68.0K | 470 | 0.01% | 29q | +16.6%+$9.7K |
| Bank of New Hampshire | $64.1K | 443 | 0.01% | 19q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $63.2K | 437 | 0.02% | 5q | +63.1%+$24.4K |
| Paladin Partners, LLC | $52.6K | 364 | 0.03% | 2q | HELD |
| Retirement Wealth Solutions LLC | $42.8K | 296 | 0.02% | 8q | +21.3%+$7.5K |
| Marquette Asset Management, LLC | $37.7K | 261 | 0.00% | 5q | HELD |
| Mn Services Vermogensbeheer B.V. | $29.2K | 202,012 | 0.22% | 31q | +0.9% |
| ATWOOD & PALMER INC | $15.9K | 110 | 0.00% | 32q | HELD |
| GoalVest Advisory LLC | $10.8K | 75 | 0.00% | 2q | +837.5%+$9.7K |
| Planning Strategies Inc. | $8.8K | 61 | 0.01% | 2q | +7.0% |
| Bangor Savings Bank | $8.0K | 55 | 0.00% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $7.7K | 53 | 0.00% | 4q | HELD |
| NEVILLE RODIE & SHAW INC | $5.5K | 37,725 | 0.37% | 32q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $4.0K | 28 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $3.6K | 25 | 0.00% | 4q | -86.6%-$23.4K |
| CX Institutional | $1.4K | 9,680 | 0.04% | 16q | -0.5% |
| Noble Wealth Management PBC | $1.0K | 7 | 0.00% | 2q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $434 | 3 | 0.00% | 7q | HELD |
| WoodTrust Financial Corp | $380 | 2,628 | 0.05% | 7q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $326 | 2,257 | 0.23% | 8q | -15.1% |
| PROFESSIONAL ADVISORY SERVICES INC | $320 | 2,215 | 0.04% | 2q | +0.5% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-22 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-29 | McDonogh Dermot | Chief Financial Officer | Sold | 31,800 | $4.9M ×4 |
| 2026-08-27 | Minaya Jose | Senior Executive VP | Sold | 3,520 | $572.5K ×2 |
| 2026-09-28 | Minaya Jose | Senior Executive VP | Sold | 3,520 | $523.7K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 87 | $261.4M | 1,804,082 | 5 | 23 | 28 | 0.0% |
| Q2 2026 | 1,882 | $90.8B | 617,090,835 | 210 | 608 | 643 | 1.4% |
| Q1 2026 | 1,758 | $71.2B | 595,818,550 | 105 | 584 | 606 | 0.9% |
| Q4 2025 | 1,759 | $69.5B | 592,350,567 | 133 | 541 | 556 | 1.2% |
| Q3 2025 | 1,647 | $65.8B | 599,540,344 | 192 | 523 | 541 | 0.8% |
| Q2 2025 | 1,576 | $55.3B | 607,997,243 | 156 | 497 | 553 | 0.8% |
| Q1 2025 | 1,529 | $52.5B | 626,445,810 | 152 | 492 | 546 | 0.8% |
| Q4 2024 | 1,459 | $48.4B | 628,751,300 | 146 | 445 | 463 | 1.1% |
| Q3 2024 | 1,314 | $45.3B | 630,099,856 | 130 | 405 | 456 | 0.8% |
| Q2 2024 | 1,269 | $38.1B | 635,851,199 | 92 | 421 | 438 | 0.8% |
| Q1 2024 | 1,271 | $37.5B | 651,932,323 | 149 | 380 | 434 | 0.8% |
| Q4 2023 | 1,190 | $34.2B | 656,806,936 | 119 | 340 | 417 | 0.8% |
| Q3 2023 | 1,104 | $27.7B | 648,052,159 | 77 | 365 | 375 | 0.8% |
| Q2 2023 | 1,101 | $29.2B | 655,043,917 | 66 | 341 | 431 | 0.7% |
| Q1 2023 | 1,143 | $31.6B | 683,278,537 | 119 | 412 | 347 | 1.0% |
| Q4 2022 | 1,136 | $31.5B | 690,383,373 | 152 | 352 | 356 | 0.7% |
| Q3 2022 | 1,038 | $26.3B | 680,771,529 | 70 | 352 | 339 | 0.6% |
| Q2 2022 | 1,069 | $28.4B | 680,158,853 | 57 | 371 | 349 | 0.6% |
| Q1 2022 | 1,158 | $33.8B | 679,580,989 | 116 | 378 | 369 | 0.6% |
| Q4 2021 | 1,166 | $39.9B | 681,752,753 | 107 | 310 | 371 | 1.1% |
| Q3 2021 | 1,067 | $36.6B | 701,926,881 | 61 | 325 | 363 | 0.9% |
| Q2 2021 | 1,092 | $37.4B | 727,490,657 | 115 | 356 | 328 | 0.8% |
| Q1 2021 | 1,063 | $34.7B | 730,536,552 | 120 | 342 | 340 | 0.7% |
| Q4 2020 | 1,013 | $32.3B | 747,972,970 | 114 | 300 | 337 | 0.9% |
| Q3 2020 | 923 | $25.7B | 743,221,333 | 71 | 293 | 333 | 0.8% |
| Q2 2020 | 947 | $28.8B | 742,485,109 | 116 | 282 | 348 | 0.6% |
| Q1 2020 | 904 | $24.9B | 736,399,563 | 69 | 274 | 370 | 0.4% |
| Q4 2019 | 1,067 | $38.4B | 760,581,648 | 105 | 289 | 363 | 0.5% |
| Q3 2019 | 990 | $34.9B | 767,219,083 | 77 | 243 | 413 | 0.7% |
| Q2 2019 | 1,009 | $36.5B | 820,667,797 | 66 | 267 | 425 | 0.9% |
| Q1 2019 | 1,088 | $41.4B | 818,131,846 | 91 | 256 | 430 | 0.6% |
| Q4 2018 | 1,052 | $40.4B | 852,379,451 | 11 | 15 | 22 | 0.7% |