Bank of New York Mellon Corp

BNY

Exchange: NYSE
Industry: State Commercial Banks
SEC CIK: 0001390777

SEC filings (opens in a new tab)

In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.

Other share classesBNY.PK

13F holders, Q2 2021

Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 1,082; +32 vs. Q1 2021
Shares held: 722.6M; −2.96M (−0.4%) vs. Q1 2021
Total value: $37.0B; +$2.70B (+7.9%) vs. Q1 2021
New holders: 110; 376 more added
Sold out: 78; 367 more reduced

9 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 1,082 institutions

Value heldQ2 2021: $37.0B

Institutions holding BNY and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,885	$83.1B
Q1 2026	1,769	$67.9B
Q4 2025	1,760	$68.4B
Q3 2025	1,646	$63.9B
Q2 2025	1,556	$54.5B
Q1 2025	1,505	$51.9B
Q4 2024	1,442	$47.8B
Q3 2024	1,293	$44.6B
Q2 2024	1,252	$37.6B
Q1 2024	1,256	$36.2B
Q4 2023	1,170	$33.4B
Q3 2023	1,087	$27.4B
Q2 2023	1,083	$28.9B
Q1 2023	1,131	$29.9B
Q4 2022	1,123	$30.9B
Q3 2022	1,031	$26.1B
Q2 2022	1,055	$28.3B
Q1 2022	1,143	$33.6B
Q4 2021	1,154	$39.3B
Q3 2021	1,054	$36.3B
Q2 2021	1,082	$37.0B
Q1 2021	1,059	$34.5B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2021.

Institutions holding BNY in Q2 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Farmers National Bank	21,346	$0	–	+6,493+43.7%	Added
Ford Financial Group, LLC	14	$0	0.00%	+14	New
Kelly Financial Services LLC	1,639	$32	0.00%	+1,607+5,021.9%	Added
WestEnd Advisors, LLC	–	$461	0.00%	–	New
BerganKDV Wealth Management, LLC	22	$1.00K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	28	$1.00K	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	15	$1.00K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	10	$1.00K	0.00%	+10	New
Atlas Private Wealth Advisors	42	$2.00K	0.00%	−82−66.1%	Reduced
Standard Family Office LLC	46	$2.00K	0.00%	00.0%	Unchanged
Heritage Wealth Management, LLC	66	$3.00K	0.00%	−290−81.5%	Reduced
Larson Financial Group LLC	51	$3.00K	0.00%	−263−83.8%	Reduced
Filbrandt Wealth Management, LLC	68	$3.00K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	49	$3.00K	0.00%	00.0%	Unchanged
Red Door Wealth Management, LLC	75	$3.00K	0.00%	+75	New
True Link Financial Advisors, LLC	54	$3.00K	0.00%	+54	New
Essex Investment Management Co LLC	84	$4.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	71	$4.00K	0.00%	00.0%	Unchanged
PNC Managed Account Solutions, Inc.	86	$4.00K	0.00%	+86	New
San Francisco Sentry Investment Group (Ca)	102	$5.00K	0.00%	00.0%	Unchanged
CNB Bank	96	$5.00K	0.00%	00.0%	Unchanged
Key Financial Inc	100	$5.00K	0.00%	00.0%	Unchanged
Tradition Wealth Management, LLC	104	$5.00K	0.00%	+104	New
KB Financial Partners, LLC	122	$6.00K	0.00%	00.0%	Unchanged
Better Money Decisions, LLC	113	$6.00K	0.01%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	143	$7.00K	0.00%	00.0%	Unchanged
Evolution Wealth Advisors, LLC	160	$8.00K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	150	$8.00K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	161	$8.00K	0.00%	+161	New
Raffa Wealth Management, LLC	168	$8.61K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	174	$9.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	175	$9.00K	0.00%	00.0%	Unchanged
Resolute Partners Group	169	$9.00K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	147	$9.00K	0.01%	+147	New
Massmutual Trust Co FSB	199	$10.0K	0.00%	−526−72.6%	Reduced
Sound Income Strategies, LLC	200	$10.0K	0.00%	00.0%	Unchanged
HC Financial Advisors Inc	200	$10.0K	0.01%	00.0%	Unchanged
Lee Financial Co	200	$10.0K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	188	$10.0K	0.00%	00.0%	Unchanged
Pinnacle Bancorp, Inc.	187	$10.0K	0.00%	00.0%	Unchanged
Vectors Research Management, LLC	200	$10.0K	0.00%	00.0%	Unchanged
Ellis Investment Partners, LLC	200	$10.0K	0.00%	+100+100.0%	Added
Parisi Gray Wealth Management	189	$10.0K	0.00%	+189	New
Monumental Financial Group Inc.	200	$10.0K	0.01%	+200	New
Tucker Asset Management LLC	200	$10.2K	0.00%	00.0%	Unchanged
WealthShield Partners, LLC	223	$11.0K	0.00%	−721−76.4%	Reduced
Loomis Sayles & Co L P	224	$11.0K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	231	$12.0K	0.00%	00.0%	Unchanged
Atlas Capital Advisors LLC	250	$12.8K	0.00%	00.0%	Unchanged
Baron Financial Group, LLC	258	$13.2K	0.01%	00.0%	Unchanged
HBC Financial Services, PLLC	306	$14.0K	0.01%	+2+0.7%	Added
Perennial Advisors, LLC	278	$14.0K	0.00%	00.0%	Unchanged
Vigilant Capital Management, LLC	270	$14.0K	0.00%	+270	New
Strategic Blueprint, LLC	268	$14.0K	0.00%	+268	New
Earnest Partners LLC	299	$15.0K	0.00%	00.0%	Unchanged
Column Capital Advisors, LLC	300	$15.0K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	298	$15.0K	0.01%	00.0%	Unchanged
Brown Brothers Harriman & Co	309	$16.0K	0.00%	−162−34.4%	Reduced
Endurance Wealth Management, Inc.	316	$16.0K	0.00%	00.0%	Unchanged
Castleview Partners, LLC	312	$16.0K	0.01%	+312	New
Cedar Mountain Advisors, LLC	329	$17.0K	0.01%	00.0%	Unchanged
Princeton Global Asset Management LLC	337	$17.0K	0.01%	+186+123.2%	Added
Enterprise Financial Services Corp	349	$18.0K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	356	$18.0K	0.00%	00.0%	Unchanged
McClarren Financial Advisors, Inc.	367	$18.0K	0.01%	+2+0.5%	Added
Asset Dedication, LLC	338	$18.0K	0.00%	00.0%	Unchanged
Tarbox Family Office, Inc.	365	$19.0K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	386	$20.0K	0.00%	−785−67.0%	Reduced
Kelly Lawrence W & Associates Inc	400	$20.0K	0.00%	00.0%	Unchanged
Crescent Capital Consulting, LLC	381	$20.0K	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	397	$20.0K	0.00%	+43+12.1%	Added
MV Capital Management, Inc.	384	$20.0K	0.00%	+156+68.4%	Added
PrairieView Partners, LLC	401	$21.0K	0.00%	−19−4.5%	Reduced
Archer Investment Corp	436	$22.3K	0.01%	00.0%	Unchanged
Rock Creek Group, LP	449	$23.0K	0.00%	−109−19.5%	Reduced
SOA Wealth Advisors, LLC.	464	$23.0K	0.01%	−4−0.9%	Reduced
Reilly Financial Advisors, LLC	467	$24.0K	0.00%	−1,200−72.0%	Reduced
Sonora Investment Management, LLC	478	$24.0K	0.00%	+38+8.6%	Added
Harbor Investment Advisory, LLC	494	$25.0K	0.00%	−55−10.0%	Reduced
Lindbrook Capital, LLC	486	$25.0K	0.01%	00.0%	Unchanged
Baldwin Brothers Inc	516	$26.0K	0.00%	−2,260−81.4%	Reduced
HHM Wealth Advisors, LLC	500	$26.0K	0.01%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	511	$26.0K	0.00%	+274+115.6%	Added
Zions Bancorporation, N.A.	518	$27.0K	0.00%	−119−18.7%	Reduced
Aua Capital Management, LLC	524	$27.0K	0.02%	00.0%	Unchanged
Gradient Investments LLC	589	$30.0K	0.00%	−105−15.1%	Reduced
Evoke Wealth, LLC	594	$30.0K	0.00%	−88−12.9%	Reduced
First Command Bank	599	$31.0K	0.00%	−2,001−77.0%	Reduced
First Command Financial Services, Inc.	599	$31.0K	0.00%	−2,001−77.0%	Reduced
Oakworth Capital, Inc.	610	$31.0K	0.00%	00.0%	Unchanged
Arkadios Wealth Advisors	619	$31.0K	0.00%	+201+48.1%	Added
Capula Management Ltd	617	$31.0K	0.01%	+617	New
Modus Advisors, LLC	634	$32.0K	0.01%	+634	New
Sandy Spring Bank	651	$33.0K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	678	$34.0K	0.00%	+678	New
FinTrust Capital Advisors, LLC	690	$35.0K	0.01%	+690	New
Bollard Group LLC	711	$36.0K	0.00%	+4+0.6%	Added
Security National Trust Co	703	$36.0K	0.01%	+353+100.9%	Added
Moisand Fitzgerald Tamayo, LLC	700	$36.0K	0.01%	+700	New
West Paces Advisors Inc.	707	$36.2K	0.01%	00.0%	Unchanged