Institutional Ownership Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK). We have compiled data on the 1,857 institutions that hold shares in the stock, with a total of 572 Million shares, which have been reported (via 13F filing form) to have a value of $63.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
752
shares
|
$83,080
0.04% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
750
shares
|
$82,860
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
750
shares
|
$82,860
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
734
shares
|
$81,092
0.02% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
721
shares
|
$79,656
0.01% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
716
shares
|
$79,103
0.0% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
709
shares
|
$78,330
0.01% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
705
shares
|
$77,888
0.01% of portfolio
|
Q3 2025
Reduced 44.09%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
700
shares
|
$77,336
0.03% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
697
shares
|
$77,004
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
689
shares
|
$76,120
0.03% of portfolio
|
Q2 2025
Added 63.12%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
670
shares
|
$74,021
0.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
666
shares
|
$73,579
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
621
shares
|
$68,608
0.02% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
609
shares
|
$67,282
0.02% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
608
shares
|
$67,171
0.02% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
600
shares
|
$66,288
0.03% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
598
shares
|
$66,067
0.0% of portfolio
|
Q2 2023
Added 12.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
597
shares
|
$65,956
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
573
shares
|
$63,305
0.0% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
572
shares
|
$63,194
0.01% of portfolio
|
Q2 2024
Reduced 73.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
557
shares
|
$61,537
0.0% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
554
shares
|
$61,205
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
549
shares
|
$60,653
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
547
shares
|
$60,432
0.0% of portfolio
|
Q3 2025
Reduced 99.2%
|
|