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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 500 | $22.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 504 | $22.4K | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 3,584 | $22.6K | 0.00% | +3,584 | New |
| Cornerstone Planning Group LLC | 526 | $23.4K | 0.01% | +526 | New |
| Larson Financial Group LLC | 527 | $23.4K | 0.00% | +105+24.9% | Added |
| Covestor Ltd | 547 | $24.0K | 0.02% | −640−53.9% | Reduced |
| GeoWealth Management, LLC | 536 | $24.0K | 0.00% | +50+10.3% | Added |
| FSC Wealth Advisors, LLC | 543 | $24.2K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 587 | $26.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 598 | $26.6K | 0.00% | +65+12.2% | Added |
| Nemes Rush Group LLC | 600 | $26.7K | 0.00% | +600 | New |
| First PREMIER Bank | 664 | $29.0K | 0.01% | −1,495−69.2% | Reduced |
| CVA Family Office, LLC | 655 | $29.2K | 0.01% | −1,182−64.3% | Reduced |
| Bromfield Sneider Wealth Advisors | 666 | $29.6K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 670 | $29.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 700 | $31.2K | 0.02% | +200+40.0% | Added |
| West Paces Advisors Inc. | 707 | $31.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 734 | $33.0K | 0.00% | +3+0.4% | Added |
| Duncker Streett & Co Inc | 750 | $33.4K | 0.01% | +750 | New |
| Silvant Capital Management LLC | 774 | $34.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 778 | $34.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 797 | $35.5K | 0.02% | +797 | New |
| Sandy Spring Bank | 800 | $35.6K | 0.00% | −2−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 830 | $37.0K | 0.02% | +110+15.3% | Added |
| Clean Yield Group | 833 | $37.1K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 850 | $37.8K | 0.02% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 883 | $39.0K | 0.02% | +883 | New |
| Sunbelt Securities, Inc. | 882 | $39.3K | 0.01% | +84+10.5% | Added |
| Adirondack Trust Co | 871 | $39.5K | 0.02% | −10,605−92.4% | Reduced |
| TD Private Client Wealth LLC | 896 | $39.9K | 0.00% | −150−14.3% | Reduced |
| First Command Bank | 900 | $40.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 900 | $40.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 932 | $41.5K | 0.00% | +28+3.1% | Added |
| Clear Street Markets LLC | 938 | $42.0K | 0.02% | −504−35.0% | Reduced |
| Stonebridge Capital Advisors LLC | 948 | $42.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 960 | $42.8K | 0.00% | +8+0.8% | Added |
| Global Financial Private Client, LLC | 981 | $44.2K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,000 | $44.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $44.5K | 0.05% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 1,036 | $46.1K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,100 | $49.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $49.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,125 | $50.0K | 0.02% | −464−29.2% | Reduced |
| Massmutual Trust Co FSB | 1,127 | $50.2K | 0.00% | +340+43.2% | Added |
| Rosenberg Matthew Hamilton | 1,130 | $50.3K | 0.02% | −615−35.2% | Reduced |
| WealthPLAN Partners, LLC | 1,142 | $50.8K | 0.01% | −76−6.2% | Reduced |
| Ridgewood Investments LLC | 1,153 | $51.4K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,159 | $51.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,199 | $53.4K | 0.06% | +407+51.4% | Added |
| AM Squared Ltd | 1,200 | $53.4K | 0.06% | −200−14.3% | Reduced |
| Pacific Center for Financial Services | 1,221 | $54.4K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,223 | $54.4K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,351 | $55.0K | 0.04% | +148+12.3% | Added |
| WR Wealth Planners, LLC | 1,275 | $56.8K | 0.02% | +878+221.2% | Added |
| CoreFirst Bank & Trust | 1,290 | $57.4K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,360 | $60.5K | 0.01% | −95−6.5% | Reduced |
| Hexagon Capital Partners LLC | 1,394 | $62.1K | 0.02% | +181+14.9% | Added |
| FinTrust Capital Advisors, LLC | 1,395 | $63.5K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,442 | $64.2K | 0.01% | +6+0.4% | Added |
| Norwood Financial Corp | 1,444 | $64.3K | 0.10% | +1,173+432.8% | Added |
| Grove Bank & Trust | 1,466 | $65.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,526 | $67.9K | 0.00% | −74−4.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,573 | $70.0K | 0.02% | +1,463+1,330.0% | Added |
| Bay Harbor Wealth Management, LLC | 1,581 | $70.4K | 0.03% | −113−6.7% | Reduced |
| Hanson & Doremus Investment Management | 1,602 | $71.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,634 | $72.7K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,680 | $74.8K | 0.01% | +90+5.7% | Added |
| Cutler Group LP | 1,740 | $77.0K | 0.02% | −16,470−90.4% | Reduced |
| Ancora Advisors, LLC | 1,805 | $80.4K | 0.00% | −200−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,847 | $82.2K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,881 | $83.7K | 0.01% | 00.0% | Unchanged |
| Bleichroeder LP | 2,000 | $89.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2,000 | $89.0K | 0.05% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,000 | $89.0K | 0.08% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,019 | $89.9K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,050 | $91.3K | 0.02% | −150−6.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,098 | $93.4K | 0.01% | −212−9.2% | Reduced |
| Farther Finance Advisors, LLC | 2,102 | $93.6K | 0.02% | +268+14.6% | Added |
| Northwest Bank & Trust Co | 2,139 | $95.2K | 0.09% | +2,139 | New |
| Peoples Financial Services Corp. | 2,150 | $95.7K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,300 | $102.4K | 0.06% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,303 | $102.5K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,314 | $103.0K | 0.02% | +3+0.1% | Added |
| Options Solutions, LLC | 2,355 | $104.8K | 0.10% | +2,355 | New |
| Washington Trust Advisors, Inc. | 2,360 | $105.1K | 0.01% | +26+1.1% | Added |
| Lindbrook Capital, LLC | 2,385 | $106.2K | 0.01% | +393+19.7% | Added |
| Parkside Financial Bank & Trust | 2,396 | $106.7K | 0.03% | −227−8.7% | Reduced |
| Arrow Financial Corp | 2,487 | $110.7K | 0.01% | −50−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 2,500 | $111.3K | 0.01% | −2,000−44.4% | Reduced |
| Compass Wealth Management LLC | 2,500 | $111.3K | 0.03% | −113−4.3% | Reduced |
| Colonial Trust Co | 2,500 | $111.3K | 0.03% | +200+8.7% | Added |
| Evermay Wealth Management LLC | 2,605 | $116.0K | 0.02% | −750−22.4% | Reduced |
| Investors Research Corp | 2,629 | $117.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,647 | $117.8K | 0.02% | −56−2.1% | Reduced |
| Credit Agricole S A | 2,755 | $122.7K | 0.00% | +136+5.2% | Added |
| Webster Bank, N. A. | 2,802 | $124.7K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,835 | $126.2K | 0.12% | +2,835 | New |
| Allworth Financial LP | 2,880 | $128.2K | 0.00% | −378−11.6% | Reduced |
| CKW Financial Group | 2,900 | $129.0K | 0.02% | 00.0% | Unchanged |