Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State of Wyoming | 714 | $37.0K | 0.02% | −463−39.3% | Reduced |
| Caldwell Trust Co | 741 | $38.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 771 | $39.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 774 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 801 | $41.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $41.0K | 0.01% | +800 | New |
| Edge Wealth Management LLC | 830 | $43.0K | 0.01% | +4+0.5% | Added |
| Wolff Wiese Magana LLC | 848 | $43.0K | 0.03% | +223+35.7% | Added |
| Evermay Wealth Management LLC | 882 | $45.0K | 0.01% | +882 | New |
| Cranbrook Wealth Management, LLC | 901 | $46.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 903 | $46.0K | 0.02% | +17+1.9% | Added |
| Assetmark, Inc | 914 | $47.0K | 0.00% | −312−25.4% | Reduced |
| Adirondack Trust Co | 920 | $47.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 915 | $47.0K | 0.01% | 00.0% | Unchanged |
| Truehand, Inc | 943 | $48.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 979 | $50.0K | 0.04% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,053 | $54.0K | 0.05% | −702−40.0% | Reduced |
| Atwood & Palmer Inc | 1,055 | $54.0K | 0.00% | −99−8.6% | Reduced |
| Baystate Wealth Management LLC | 1,051 | $54.0K | 0.01% | +5+0.5% | Added |
| Denali Advisors LLC | 1,100 | $56.0K | 0.02% | −22,300−95.3% | Reduced |
| AllSquare Wealth Management LLC | 1,106 | $57.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,154 | $59.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,170 | $60.0K | 0.04% | 00.0% | Unchanged |
| Ade, LLC | 1,200 | $61.0K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,199 | $61.0K | 0.01% | +26+2.2% | Added |
| Webster Bank, N. A. | 1,203 | $62.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,221 | $63.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,869 | $64.0K | 0.02% | −604−24.4% | Reduced |
| Sargent Bickham Lagudis LLC | 1,250 | $64.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,242 | $64.0K | 0.00% | +1,242 | New |
| Glassman Wealth Services | 1,279 | $66.0K | 0.01% | +85+7.1% | Added |
| JJJ Advisors Inc. | 1,281 | $66.0K | 0.02% | +469+57.8% | Added |
| CVA Family Office, LLC | 1,295 | $66.0K | 0.02% | +570+78.6% | Added |
| Gables Capital Management Inc. | 1,300 | $67.0K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 1,350 | $69.0K | 0.03% | +1,350 | New |
| Prentice Wealth Management LLC | 1,401 | $72.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,407 | $72.1K | 0.00% | −232−14.2% | Reduced |
| FAI Wealth Management | 1,428 | $73.0K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,420 | $73.0K | 0.01% | +1,420 | New |
| Pflug Koory, LLC | 1,500 | $77.0K | 0.04% | −140−8.5% | Reduced |
| Anfield Capital Management, LLC | 1,530 | $78.0K | 0.03% | +1,530 | New |
| Johnson Financial Group, Inc. | 1,614 | $83.0K | 0.01% | −13,839−89.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,614 | $83.0K | 0.04% | +12+0.7% | Added |
| Laurel Wealth Advisors LLC | 1,723 | $88.0K | 0.02% | +82+5.0% | Added |
| Rosenberg Matthew Hamilton | 1,745 | $89.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,736 | $89.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,747 | $89.0K | 0.04% | +1,747 | New |
| Global Trust Asset Management, LLC | 1,857 | $95.0K | 0.05% | −375−16.8% | Reduced |
| Prestige Wealth Management Group LLC | 1,861 | $95.0K | 0.03% | −307−14.2% | Reduced |
| Global Financial Private Client, LLC | 1,888 | $97.1K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,916 | $98.0K | 0.01% | −3,431−64.2% | Reduced |
| Carolinas Wealth Consulting LLC | 1,914 | $98.0K | 0.02% | −194−9.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,000 | $102.0K | 0.03% | −100−4.8% | Reduced |
| Bleichroeder LP | 2,000 | $102.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $103.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,018 | $103.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,009 | $103.0K | 0.01% | +1,913+1,992.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,084 | $107.0K | 0.02% | +726+53.5% | Added |
| Rockbridge Investment Management, LCC | 2,155 | $110.0K | 0.02% | −50−2.3% | Reduced |
| Proequities, Inc. | 2,158 | $111.0K | 0.01% | −2,521−53.9% | Reduced |
| Glen Eagle Advisors, LLC | 2,200 | $112.7K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,197 | $113.0K | 0.03% | +81+3.8% | Added |
| IFP Advisors, Inc | 2,201 | $113.0K | 0.00% | +319+17.0% | Added |
| BDO Wealth Advisors, LLC | 2,225 | $114.0K | 0.01% | +500+29.0% | Added |
| TCI Wealth Advisors, Inc. | 2,293 | $117.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,316 | $118.0K | 0.00% | −9,477−80.4% | Reduced |
| TD Capital Management LLC | 2,303 | $118.0K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 2,495 | $127.8K | 0.03% | +2,495 | New |
| Sun Life Financial INC | 2,499 | $128.0K | 0.01% | −1,492−37.4% | Reduced |
| Ellevest, Inc. | 2,507 | $128.0K | 0.01% | +1,079+75.6% | Added |
| Penserra Capital Management LLC | 2,622 | $134.0K | 0.00% | +565+27.5% | Added |
| Investors Research Corp | 2,629 | $135.0K | 0.05% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,678 | $137.0K | 0.04% | −107−3.8% | Reduced |
| CKW Financial Group | 2,700 | $139.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 2,782 | $142.5K | 0.01% | +282+11.3% | Added |
| Credit Agricole S A | 2,789 | $143.0K | 0.00% | +2,789 | New |
| Arrow Financial Corp | 2,905 | $150.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,940 | $151.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,964 | $152.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,053 | $156.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 3,125 | $160.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3,130 | $160.0K | 0.03% | +236+8.2% | Added |
| Advisors Asset Management, Inc. | 3,122 | $160.0K | 0.00% | +2,311+285.0% | Added |
| Ancora Advisors, LLC | 3,150 | $161.0K | 0.00% | −750−19.2% | Reduced |
| Tobam | 3,135 | $161.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 3,200 | $164.0K | 0.06% | +840+35.6% | Added |
| Capital Analysts, LLC | 3,301 | $169.0K | 0.01% | −608−15.6% | Reduced |
| Optimum Investment Advisors | 3,400 | $174.0K | 0.05% | −830−19.6% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 3,400 | $174.2K | 0.02% | +391+13.0% | Added |
| Hudock, Inc. | 3,502 | $179.0K | 0.05% | +19+0.5% | Added |
| SG3 Management, LLC | 3,500 | $179.0K | 0.08% | +3,500 | New |
| JFS Wealth Advisors, LLC | 3,568 | $183.0K | 0.03% | −78−2.1% | Reduced |
| CX Institutional | 3,572 | $183.0K | 0.02% | −44−1.2% | Reduced |
| Norway Savings Bank | 3,772 | $193.0K | 0.09% | −125−3.2% | Reduced |
| Centaurus Financial, Inc. | 3,829 | $196.0K | 0.02% | +2+0.1% | Added |
| First Bank & Trust | 3,895 | $199.0K | 0.10% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,232 | $200.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 3,970 | $203.0K | 0.08% | 00.0% | Unchanged |