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 |
|---|---|---|---|---|---|
| Rbo & Co LLC | 4,000 | $205.0K | 0.04% | +4,000 | New |
| Biondo Investment Advisors, LLC | 4,000 | $205.0K | 0.04% | +4,000 | New |
| Rinet Co LLC | 3,993 | $205.0K | 0.04% | +3,993 | New |
| Arnhold LLC | 4,000 | $205.0K | 0.02% | +4,000 | New |
| Monticello Wealth Management, LLC | 4,000 | $205.0K | 0.02% | +4,000 | New |
| Radnor Capital Management, LLC | 4,045 | $207.0K | 0.07% | +4,045 | New |
| Sanford Advisory Services, LLC | 4,037 | $207.0K | 0.05% | +4,037 | New |
| Essex Savings Bank | 4,002 | $208.0K | 0.08% | +4,002 | New |
| Marshall Financial Group LLC | 4,067 | $208.0K | 0.11% | +4,067 | New |
| Hoover Financial Advisors, Inc. | 4,074 | $209.0K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 4,115 | $211.0K | 0.01% | −3,250−44.1% | Reduced |
| Haverford Trust Co | 4,146 | $212.0K | 0.00% | +4,146 | New |
| McKinley Carter Wealth Services, Inc. | 4,136 | $212.0K | 0.02% | +4,136 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,261 | $212.0K | 0.09% | +4,261 | New |
| Galvin, Gaustad & Stein, LLC | 4,155 | $213.0K | 0.02% | −1,050−20.2% | Reduced |
| Fiduciary Group LLC | 4,162 | $214.0K | 0.02% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 4,180 | $215.0K | 0.08% | +4,180 | New |
| V Wealth Advisors LLC | 4,204 | $215.0K | 0.03% | +4,204 | New |
| Hallmark Capital Management Inc | 4,228 | $217.0K | 0.02% | +4,228 | New |
| Sunflower Bank, N.A. | 4,244 | $217.0K | 0.03% | +4,244 | New |
| Oberweis Asset Management Inc | 4,248 | $218.0K | 0.05% | +10.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 4,269 | $219.0K | 0.03% | −200−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,265 | $219.0K | 0.01% | +4,265 | New |
| Williams Jones Wealth Management, LLC. | 4,296 | $220.0K | 0.00% | +23+0.5% | Added |
| First Commonwealth Financial Corp | 4,315 | $221.0K | 0.08% | −1,500−25.8% | Reduced |
| Pacific Global Investment Management CO | 4,327 | $222.0K | 0.04% | −428−9.0% | Reduced |
| Well Done, LLC | 4,326 | $222.0K | 0.05% | −93−2.1% | Reduced |
| Welch Group, LLC | 4,336 | $222.0K | 0.02% | +4,336 | New |
| Boston Trust Walden Corp | 4,350 | $223.0K | 0.00% | +4,350 | New |
| Nwam LLC | 4,369 | $224.0K | 0.02% | +4,369 | New |
| Boenning & Scattergood, Inc. | 4,396 | $225.0K | 0.04% | −80−1.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,405 | $225.0K | 0.12% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 4,409 | $226.0K | 0.10% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 4,406 | $226.0K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,428 | $227.0K | 0.01% | −1,750−28.3% | Reduced |
| Capstone Financial Advisors, Inc. | 4,435 | $227.0K | 0.02% | +4,435 | New |
| Windsor Group LTD | 4,457 | $228.0K | 0.05% | +7+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,460 | $228.0K | 0.02% | +60+1.4% | Added |
| Kingsview Wealth Management, LLC | 4,434 | $228.0K | 0.01% | +4,434 | New |
| Wade G W & Inc | 4,463 | $229.0K | 0.01% | −1,514−25.3% | Reduced |
| Brighton Jones LLC | 4,486 | $230.0K | 0.01% | −7−0.2% | Reduced |
| Apollon Wealth Management, LLC | 4,527 | $232.0K | 0.04% | −1,614−26.3% | Reduced |
| Girard Partners Ltd. | 4,548 | $232.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 4,527 | $232.0K | 0.01% | +169+3.9% | Added |
| Bailard, Inc. | 4,555 | $233.0K | 0.01% | −937−17.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,540 | $233.0K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,557 | $233.0K | 0.01% | +4,557 | New |
| Farmers & Merchants Investments Inc | 4,581 | $235.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 4,612 | $236.0K | 0.01% | −286−5.8% | Reduced |
| Bridge Creek Capital Management LLC | 4,653 | $238.0K | 0.09% | −4,250−47.7% | Reduced |
| West Family Investments, Inc. | 4,645 | $238.0K | 0.07% | +4,645 | New |
| New England Research & Management, Inc. | 4,670 | $239.0K | 0.12% | −8,080−63.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,690 | $240.0K | 0.06% | +25+0.5% | Added |
| Verity Asset Management, Inc. | 4,710 | $241.0K | 0.13% | +4,710 | New |
| Independent Solutions Wealth Management, LLC | 4,716 | $241.6K | 0.06% | +4,716 | New |
| Personal Capital Advisors Corp | 4,718 | $242.0K | 0.00% | −1,505−24.2% | Reduced |
| GHP Investment Advisors, Inc. | 4,717 | $242.0K | 0.02% | 00.0% | Unchanged |
| Rede Wealth, LLC | 4,723 | $242.0K | 0.13% | +4,723 | New |
| RKL Wealth Management LLC | 4,735 | $243.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,746 | $243.0K | 0.06% | +191+4.2% | Added |
| Wharton Business Group, LLC | 4,780 | $245.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,773 | $245.0K | 0.07% | +399+9.1% | Added |
| HBK Sorce Advisory LLC | 4,811 | $246.0K | 0.01% | −308−6.0% | Reduced |
| Cullen Capital Management LLC | 4,834 | $248.0K | 0.00% | −40−0.8% | Reduced |
| Ironwood Investment Management LLC | 4,847 | $248.0K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,850 | $248.0K | 0.14% | +4,850 | New |
| Gyon Technologies Capital Management, LP | 4,867 | $249.0K | 0.08% | −4,880−50.1% | Reduced |
| Intellectus Partners, LLC | 4,885 | $250.0K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,881 | $250.0K | 0.01% | +209+4.5% | Added |
| Exchange Traded Concepts, LLC | 4,925 | $252.0K | 0.01% | −150,198−96.8% | Reduced |
| Van Strum & Towne Inc. | 5,000 | $256.0K | 0.12% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $256.0K | 0.04% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 5,000 | $256.1K | 0.04% | −400−7.4% | Reduced |
| Private Trust Co NA | 5,017 | $257.0K | 0.04% | +402+8.7% | Added |
| Ellsworth Advisors, LLC | 5,036 | $258.0K | 0.13% | −41−0.8% | Reduced |
| Harbour Investments, Inc. | 5,033 | $258.0K | 0.01% | +525+11.6% | Added |
| Markston International LLC | 5,078 | $260.0K | 0.16% | −59,092−92.1% | Reduced |
| Kovack Advisors, Inc. | 5,114 | $262.0K | 0.03% | +214+4.4% | Added |
| MAI Capital Management | 5,111 | $262.0K | 0.01% | +5,111 | New |
| Sutton Wealth Advisors Inc. | 5,153 | $264.0K | 0.10% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 5,159 | $265.0K | 0.17% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,268 | $270.0K | 0.04% | −21−0.4% | Reduced |
| Change Path, LLC | 5,275 | $270.0K | 0.02% | +5,275 | New |
| We Are One Seven, LLC | 5,339 | $274.0K | 0.04% | +174+3.4% | Added |
| Ritholtz Wealth Management | 5,392 | $276.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 5,413 | $277.0K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,426 | $278.0K | 0.01% | +1,189+28.1% | Added |
| Snowden Capital Advisors LLC | 5,460 | $279.7K | 0.01% | +864+18.8% | Added |
| Rothschild Investment Corp | 5,467 | $280.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,482 | $280.0K | 0.00% | +879+19.1% | Added |
| Shelton Capital Management | 5,491 | $281.0K | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 5,500 | $282.0K | 0.12% | 00.0% | Unchanged |
| Spinnaker Trust | 5,499 | $282.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,545 | $284.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 5,573 | $286.0K | 0.01% | −28,955−83.9% | Reduced |
| Prio Wealth Limited Partnership | 5,573 | $286.0K | 0.01% | −3,773−40.4% | Reduced |
| Liberty Wealth Management LLC | 5,600 | $287.0K | 0.11% | −25−0.4% | Reduced |
| First Nebraska Trust Co | 5,645 | $289.2K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,701 | $292.0K | 0.01% | +260+4.8% | Added |
| Salem Capital Management Inc | 5,700 | $292.0K | 0.16% | +5,700 | New |