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 2023
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2023. 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
- 1,083
- −43 vs. Q1 2023
- Shares held
- 649.6M
- −8.14M (−1.2%) vs. Q1 2023
- Total value
- $28.9B
- −$997.2M (−3.3%) vs. Q1 2023
- New holders
- 72
- 367 more added
- Sold out
- 115
- 442 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 0 | $1 | 0.00% | −3−100.0% | Reduced |
| Tfo-TDC, LLC | 8 | $356 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $361 | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 10 | $445 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 13 | $560 | 0.00% | +1+8.3% | Added |
| Kelly Financial Services LLC | 15 | $646 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $668 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $668 | 0.00% | +15 | New |
| Lee Financial Co | 17 | $757 | 0.00% | −221−92.9% | Reduced |
| BerganKDV Wealth Management, LLC | 22 | $980 | 0.00% | −201−90.1% | Reduced |
| Crewe Advisors LLC | 22 | $980 | 0.00% | +22 | New |
| Acadian Asset Management LLC | 33 | $1.00K | 0.00% | −145,212−100.0% | Reduced |
| Centerpoint Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $1.07K | 0.00% | +5+26.3% | Added |
| Montag A & Associates Inc | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $1.51K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $1.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $1.87K | 0.00% | +42 | New |
| Moisand Fitzgerald Tamayo, LLC | 48 | $2.14K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $2.40K | 0.00% | −12−18.2% | Reduced |
| Financial Freedom, LLC | 62 | $2.76K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 62 | $2.76K | 0.00% | +1+1.6% | Added |
| Arlington Partners LLC | 63 | $2.81K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 65 | $2.96K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 76 | $3.00K | 0.00% | −228,485−100.0% | Reduced |
| SJS Investment Consulting Inc. | 70 | $3.11K | 0.00% | −13−15.7% | Reduced |
| Tucker Asset Management LLC | 70 | $3.12K | 0.00% | −131−65.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 71 | $3.16K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 78 | $3.47K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 92 | $4.10K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 96 | $4.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $4.38K | 0.00% | +12+14.0% | Added |
| Nalls Sherbakoff Group, LLC | 118 | $4.74K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 109 | $4.84K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 111 | $4.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 121 | $5.39K | 0.00% | −10−7.6% | Reduced |
| Tompkins Financial Corp | 125 | $5.57K | 0.00% | −234−65.2% | Reduced |
| Jones Financial Companies LLLP | 125 | $5.57K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 125 | $5.57K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 140 | $6.23K | 0.01% | +140 | New |
| Independence Bank of Kentucky | 150 | $6.68K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 156 | $6.95K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 164 | $7.00K | 0.00% | −147−47.3% | Reduced |
| Global Trust Asset Management, LLC | 164 | $7.32K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $7.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $7.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $7.79K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 176 | $7.84K | 0.00% | +76+76.0% | Added |
| Financial Management Professionals, Inc. | 184 | $8.00K | 0.00% | −132−41.8% | Reduced |
| Luken Investment Analytics, LLC | 184 | $8.19K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $8.32K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 199 | $8.86K | 0.00% | −74−27.1% | Reduced |
| Boyd Watterson Asset Management LLC | 200 | $8.90K | 0.00% | −3,487−94.6% | Reduced |
| Red Tortoise LLC | 220 | $9.79K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 233 | $10.0K | 0.00% | −835−78.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 227 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 239 | $10.6K | 0.00% | −84−26.0% | Reduced |
| PrairieView Partners, LLC | 263 | $11.0K | 0.00% | −92−25.9% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $11.0K | 0.00% | +11+4.8% | Added |
| GW&K Investment Management, LLC | 254 | $11.0K | 0.00% | +254 | New |
| Coppell Advisory Solutions LLC | 267 | $11.8K | 0.00% | +267 | New |
| Pension & Wealth Management Advisors, Inc. | 279 | $12.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 283 | $12.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 296 | $13.0K | 0.00% | −635−68.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 298 | $13.0K | 0.01% | −497−62.5% | Reduced |
| TSFG, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 299 | $13.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 303 | $13.5K | 0.00% | +50+19.8% | Added |
| Endurance Wealth Management, Inc. | 316 | $14.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 324 | $14.0K | 0.01% | +3+0.9% | Added |
| New England Capital Financial Advisors LLC | 316 | $14.1K | 0.01% | +3+1.0% | Added |
| Piscataqua Savings Bank | 319 | $14.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 327 | $14.6K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 328 | $14.6K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 337 | $15.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 338 | $15.1K | 0.00% | +1+0.3% | Added |
| Sutton Wealth Advisors Inc. | 350 | $15.6K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 355 | $15.8K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 357 | $15.9K | 0.01% | +357 | New |
| Pinebridge Investments, L.P. | 370 | $16.5K | 0.00% | −3,366−90.1% | Reduced |
| Versant Capital Management, Inc | 374 | $16.6K | 0.01% | +35+10.3% | Added |
| McClarren Financial Advisors, Inc. | 389 | $17.0K | 0.01% | −246−38.7% | Reduced |
| Atlas Capital Advisors LLC | 382 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 383 | $17.1K | 0.00% | +30+8.5% | Added |
| Cedar Mountain Advisors, LLC | 389 | $17.3K | 0.00% | +34+9.6% | Added |
| Bell Investment Advisors, Inc | 391 | $17.4K | 0.00% | −35−8.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 393 | $17.5K | 0.00% | +3+0.8% | Added |
| Kelly Lawrence W & Associates Inc | 400 | $17.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $17.8K | 0.00% | −147−26.9% | Reduced |
| Harbor Investment Advisory, LLC | 409 | $18.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 432 | $19.2K | 0.00% | +4+0.9% | Added |
| Bank of New Hampshire | 443 | $19.7K | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 444 | $19.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 467 | $20.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 468 | $20.8K | 0.00% | −31−6.2% | Reduced |