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 1,851 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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$3,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
34
shares
|
$3,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$3,645
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
30
shares
|
$3,314
0.0% of portfolio
|
Q3 2025
Reduced 77.78%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
30
shares
|
$3,314
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
29
shares
|
$3,203
0.0% of portfolio
|
Q3 2025
Added 190.0%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
29
shares
|
$3,203
0.0% of portfolio
|
Q1 2024
Reduced 79.29%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
28
shares
|
$3,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
28
shares
|
$3,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
26
shares
|
$2,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
25
shares
|
$2,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,762
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
24
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
24
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22
shares
|
$2,430
0.0% of portfolio
|
Q2 2023
Reduced 90.13%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
22
shares
|
$2,430
0.0% of portfolio
|
Q1 2024
Reduced 90.98%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$2,430
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
19
shares
|
$2,099
0.0% of portfolio
|
Q2 2025
Reduced 44.12%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
17
shares
|
$1,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
17
shares
|
$1,878
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
16
shares
|
$1,767
0.0% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
15
shares
|
$1,657
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
15
shares
|
$1,657
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
14
shares
|
$1,546
0.0% of portfolio
|
Q4 2024
New holding
|
|