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 2022
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2022. 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
- 1,055
- −71 vs. Q1 2022
- Shares held
- 677.4M
- +5.99M (+0.9%) vs. Q1 2022
- Total value
- $28.3B
- −$5.08B (−15.2%) vs. Q1 2022
- New holders
- 69
- 398 more added
- Sold out
- 140
- 364 more reduced
17 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 15 | $605 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 23 | $1.00K | 0.00% | −3,109−99.3% | Reduced |
| Certified Advisory Corp | 34 | $1.00K | 0.00% | −261−88.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 21 | $1.00K | 0.00% | −21−50.0% | Reduced |
| Montag A & Associates Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $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 |
| Tfo-TDC, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 43 | $2.00K | 0.00% | −71−62.3% | Reduced |
| Johnson Financial Group, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Steward Financial Group LLC | 54 | $2.00K | 0.00% | +54 | New |
| Heritage Wealth Management, LLC | 66 | $2.75K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $2.92K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 70 | $3.00K | 0.00% | −1,278−94.8% | Reduced |
| Carolinas Wealth Consulting LLC | 72 | $3.00K | 0.00% | −8−10.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Ci Investments Inc. | 89 | $4.00K | 0.00% | −3−3.3% | Reduced |
| Key Financial Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 130 | $5.00K | 0.00% | +85+188.9% | Added |
| Regency Capital Management Inc. | 110 | $5.00K | 0.01% | +110 | New |
| Prospera Financial Services Inc | 154 | $6.00K | 0.00% | −594−79.4% | Reduced |
| Fieldpoint Private Securities, LLC | 145 | $6.00K | 0.00% | −70−32.6% | Reduced |
| Independence Bank of Kentucky | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 164 | $7.00K | 0.00% | −1,568−90.5% | Reduced |
| Loomis Sayles & Co L P | 168 | $7.00K | 0.00% | −88−34.4% | Reduced |
| Tortoise Investment Management, LLC | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 167 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 158 | $7.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $7.01K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 208 | $8.68K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 224 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 227 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 211 | $9.00K | 0.00% | +1+0.5% | Added |
| Larson Financial Group LLC | 205 | $9.00K | 0.00% | +1+0.5% | Added |
| Core Alternative Capital | 204 | $9.00K | 0.00% | +58+39.7% | Added |
| Capital Advisors, Ltd. LLC | 247 | $10.0K | 0.00% | −632−71.9% | Reduced |
| Salem Investment Counselors Inc | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 247 | $10.0K | 0.00% | +185+298.4% | Added |
| Hexagon Capital Partners LLC | 252 | $11.0K | 0.00% | +108+75.0% | Added |
| PFS Partners, LLC | 283 | $11.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 280 | $12.0K | 0.00% | −85−23.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 298 | $12.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 297 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 299 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 286 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 297 | $12.0K | 0.00% | +97+48.5% | Added |
| Rockbridge Investment Management, LCC | 300 | $12.5K | 0.00% | −1,855−86.1% | Reduced |
| Piscataqua Savings Bank | 319 | $13.0K | 0.01% | −660−67.4% | Reduced |
| Dividend Assets Capital, LLC | 311 | $13.0K | 0.00% | −324−51.0% | Reduced |
| Endurance Wealth Management, Inc. | 316 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 320 | $13.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 314 | $13.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 311 | $13.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 313 | $13.0K | 0.01% | +2+0.6% | Added |
| Financial Management Professionals, Inc. | 305 | $13.0K | 0.00% | +305 | New |
| Princeton Global Asset Management LLC | 337 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 336 | $14.0K | 0.00% | +117+53.4% | Added |
| Sugarloaf Wealth Management, LLC | 356 | $15.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 350 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 364 | $15.0K | 0.00% | +133+57.6% | Added |
| Money Concepts Capital Corp | 368 | $16.0K | 0.00% | −363−49.7% | Reduced |
| Hallmark Capital Management Inc | 377 | $16.0K | 0.00% | +377 | New |
| Kelly Lawrence W & Associates Inc | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 401 | $17.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 441 | $18.0K | 0.01% | −496−52.9% | Reduced |
| Bank of New Hampshire | 443 | $18.0K | 0.01% | −190−30.0% | Reduced |
| Archer Investment Corp | 436 | $18.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 461 | $19.0K | 0.00% | +34+8.0% | Added |
| Bell Investment Advisors, Inc | 463 | $19.0K | 0.01% | +463 | New |
| State of Wyoming | 514 | $21.0K | 0.01% | −452−46.8% | Reduced |
| Ellis Investment Partners, LLC | 514 | $21.0K | 0.01% | −95−15.6% | Reduced |
| High Net Worth Advisory Group LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $21.0K | 0.01% | +500 | New |
| Tacita Capital Inc | 500 | $21.0K | 0.01% | +500 | New |
| BDO Wealth Advisors, LLC | 533 | $22.0K | 0.00% | −130−19.6% | Reduced |
| Baldwin Brothers Inc | 516 | $22.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 524 | $22.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 535 | $22.0K | 0.00% | +43+8.7% | Added |
| Canton Hathaway, LLC | 520 | $22.0K | 0.01% | +520 | New |
| FSC Wealth Advisors, LLC | 543 | $23.0K | 0.20% | 00.0% | Unchanged |