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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 7,880 | $403.0K | 0.16% | +160+2.1% | Added |
| Fukoku Mutual Life Insurance Co | 7,800 | $400.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,772 | $398.0K | 0.06% | +99+1.3% | Added |
| Clear Perspective Advisors, LLC | 7,763 | $398.0K | 0.14% | +100+1.3% | Added |
| JNBA Financial Advisors | 7,705 | $395.0K | 0.05% | +798+11.6% | Added |
| D.A. Davidson & Co. | 7,640 | $391.0K | 0.00% | −549−6.7% | Reduced |
| First Horizon Advisors, Inc. | 7,665 | $391.0K | 0.02% | −512−6.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 7,623 | $391.0K | 0.03% | −390−4.9% | Reduced |
| Benin Management CORP | 7,619 | $390.0K | 0.12% | −13,200−63.4% | Reduced |
| Laurion Capital Management LP | 7,600 | $389.0K | 0.01% | −410,663−98.2% | Reduced |
| First Citizens Bank & Trust Co | 7,500 | $384.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,486 | $384.0K | 0.02% | −28−0.4% | Reduced |
| IVC Wealth Advisors LLC | 7,467 | $383.0K | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,466 | $382.0K | 0.01% | +2,025+37.2% | Added |
| Orion Portfolio Solutions, LLC | 7,438 | $381.0K | 0.01% | +1,897+34.2% | Added |
| Carroll Financial Associates, Inc. | 7,383 | $378.0K | 0.02% | −819−10.0% | Reduced |
| Trust Asset Management LLC | 7,377 | $378.0K | 0.05% | +806+12.3% | Added |
| Dynamic Technology Lab Private Ltd | 7,387 | $378.0K | 0.04% | +7,387 | New |
| Thompson Siegel & Walmsley LLC | 7,307 | $374.0K | 0.01% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 7,261 | $372.0K | 0.12% | +56+0.8% | Added |
| Keystone Financial Group | 7,245 | $371.0K | 0.07% | 00.0% | Unchanged |
| Covington Capital Management | 7,250 | $371.0K | 0.01% | +785+12.1% | Added |
| Horizon Kinetics Asset Management LLC | 7,194 | $369.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,209 | $369.0K | 0.02% | +282+4.1% | Added |
| Quadrant Private Wealth Management, LLC | 7,183 | $368.0K | 0.15% | −50−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 7,187 | $368.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,179 | $368.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,192 | $368.0K | 0.01% | +1,264+21.3% | Added |
| Summit Financial, LLC | 7,145 | $366.0K | 0.04% | +7,145 | New |
| First Mercantile Trust Co | 7,057 | $362.0K | 0.04% | −896−11.3% | Reduced |
| Cresset Asset Management, LLC | 7,020 | $360.0K | 0.01% | −164−2.3% | Reduced |
| Front Barnett Associates LLC | 7,030 | $360.0K | 0.04% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,928 | $355.0K | 0.07% | −600−8.0% | Reduced |
| Accredited Investors Inc. | 6,887 | $353.0K | 0.04% | +6,887 | New |
| Hancock Whitney Corp | 6,872 | $352.0K | 0.01% | −5−0.1% | Reduced |
| Wrapmanager Inc | 6,870 | $352.0K | 0.09% | +255+3.9% | Added |
| Fox Run Management, L.L.C. | 6,841 | $350.0K | 0.32% | −781−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 6,833 | $350.0K | 0.04% | −91−1.3% | Reduced |
| ARGI Investment Services, LLC | 6,827 | $350.0K | 0.01% | −62−0.9% | Reduced |
| Advisor OS, LLC | 6,835 | $350.0K | 0.07% | +6,835 | New |
| Jackson Square Capital, LLC | 6,827 | $350.0K | 0.11% | +6,827 | New |
| Tdam USA Inc. | 6,802 | $349.0K | 0.02% | −79−1.1% | Reduced |
| Sepio Capital, LP | 6,788 | $348.0K | 0.03% | −14,542−68.2% | Reduced |
| Foundations Investment Advisors, LLC | 6,958 | $347.0K | 0.02% | +6,958 | New |
| Columbus Macro, LLC | 6,751 | $346.0K | 0.11% | −264−3.8% | Reduced |
| Peoples Financial Services Corp. | 6,750 | $346.0K | 0.14% | +550+8.9% | Added |
| Lido Advisors, LLC | 6,694 | $343.0K | 0.01% | +456+7.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,649 | $341.0K | 0.11% | +30.0% | Added |
| Round Rock Advisors, LLC | 6,645 | $340.0K | 0.25% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,621 | $339.0K | 0.38% | 00.0% | Unchanged |
| First Horizon Corp | 6,584 | $337.0K | 0.03% | +20+0.3% | Added |
| Ontario Teachers Pension Plan Board | 6,531 | $335.0K | 0.00% | +403+6.6% | Added |
| Wealthspire Advisors, LLC | 6,509 | $333.0K | 0.01% | −8,669−57.1% | Reduced |
| City Holding Co | 6,516 | $333.0K | 0.06% | −1,850−22.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $331.0K | 0.23% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 6,446 | $330.0K | 0.02% | +1,636+34.0% | Added |
| IFG Advisors, LLC | 6,365 | $326.0K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 6,342 | $325.0K | 0.04% | +6,342 | New |
| Altfest L J & Co Inc | 6,288 | $322.0K | 0.07% | −231−3.5% | Reduced |
| Alexandria Capital, LLC | 6,286 | $322.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 6,294 | $322.0K | 0.02% | +105+1.7% | Added |
| Berkshire Asset Management LLC | 6,257 | $321.0K | 0.02% | +131+2.1% | Added |
| Avalon Investment & Advisory | 6,242 | $320.0K | 0.01% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 6,200 | $318.0K | 0.07% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 6,198 | $318.0K | 0.24% | +6+0.1% | Added |
| Balentine LLC | 6,201 | $318.0K | 0.01% | +6,201 | New |
| Perpetual Investment Management Ltd | 6,173 | $315.0K | 0.04% | +1,200+24.1% | Added |
| Walleye Trading LLC | 6,048 | $310.0K | 0.01% | −16,350−73.0% | Reduced |
| Cetera Advisors LLC | 6,060 | $310.0K | 0.01% | +858+16.5% | Added |
| Vivaldi Capital Management, LLC | 5,729 | $309.0K | 0.06% | −29−0.5% | Reduced |
| Abundance Wealth Counselors | 6,013 | $308.0K | 0.08% | +6,013 | New |
| Northeast Investment Management | 6,000 | $307.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,980 | $306.0K | 0.23% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,981 | $306.0K | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,923 | $303.0K | 0.01% | +654+12.4% | Added |
| Baker Ellis Asset Management LLC | 5,890 | $302.0K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,899 | $302.0K | 0.02% | +629+11.9% | Added |
| Caption Management, LLC | 5,900 | $301.0K | 0.03% | +5,900 | New |
| Tokio Marine Asset Management Co Ltd | 5,852 | $300.0K | 0.03% | +871+17.5% | Added |
| Integrated Wealth Concepts LLC | 5,804 | $297.0K | 0.01% | −3,028−34.3% | Reduced |
| Toroso Investments, LLC | 5,794 | $297.0K | 0.01% | +5,794 | New |
| 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 |
| First Nebraska Trust Co | 5,645 | $289.2K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,600 | $287.0K | 0.11% | −25−0.4% | Reduced |
| 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 |
| Bard Financial Services, Inc. | 5,545 | $284.0K | 0.03% | 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 |
| Shelton Capital Management | 5,491 | $281.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Snowden Capital Advisors LLC | 5,460 | $279.7K | 0.01% | +864+18.8% | Added |
| Resources Investment Advisors, LLC. | 5,426 | $278.0K | 0.01% | +1,189+28.1% | Added |
| Firestone Capital Management | 5,413 | $277.0K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,392 | $276.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,339 | $274.0K | 0.04% | +174+3.4% | Added |
| 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 |