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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
251
shares
|
$27,730
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
250
shares
|
$27,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
244
shares
|
$26,957
0.02% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
234
shares
|
$25,852
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
225
shares
|
$24,858
0.0% of portfolio
|
Q3 2025
Reduced 35.71%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
220
shares
|
$24,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
216
shares
|
$23,863
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
216
shares
|
$23,863
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
213
shares
|
$23,532
0.0% of portfolio
|
Q3 2025
Added 142.05%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
210
shares
|
$23,200
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
210
shares
|
$23,200
0.01% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
200
shares
|
$22,096
0.01% of portfolio
|
Q1 2021
Reduced 85.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
193
shares
|
$21,322
0.01% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
192
shares
|
$21,212
0.0% of portfolio
|
Q3 2024
Reduced 41.99%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
190
shares
|
$20,991
0.01% of portfolio
|
Q4 2025
Added 15.15%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
187
shares
|
$20,659
0.01% of portfolio
|
Q3 2020
Reduced 76.24%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
184
shares
|
$20,328
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
180
shares
|
$19,886
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
173
shares
|
$19,113
0.01% of portfolio
|
Q3 2025
Reduced 86.16%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
170
shares
|
$18,781
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
170
shares
|
$18,781
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
169
shares
|
$18,671
0.0% of portfolio
|
Q3 2025
Added 69.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
167
shares
|
$18,450
0.01% of portfolio
|
Q4 2023
Reduced 25.78%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
165
shares
|
$18,229
0.0% of portfolio
|
Q3 2025
Added 685.71%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
164
shares
|
$18,118
0.01% of portfolio
|
Q2 2022
Reduced 90.53%
|
|