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 |
|---|---|---|---|---|---|
| First Capital Advisors Group, LLC. | 2,955 | $131.6K | 0.07% | +2,955 | New |
| Magnolia Capital Management Ltd | 2,962 | $132.0K | 0.12% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,971 | $132.3K | 0.03% | +433+17.1% | Added |
| Optimum Investment Advisors | 3,000 | $133.6K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $134.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,053 | $135.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 3,102 | $138.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 3,125 | $139.0K | 0.02% | −15,377−83.1% | Reduced |
| Central Trust Co | 3,212 | $143.0K | 0.00% | −275−7.9% | Reduced |
| Deseret Mutual Benefit Administrators | 3,254 | $144.9K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,258 | $145.0K | 0.01% | −730−18.3% | Reduced |
| St Germain D J Co Inc | 3,337 | $148.6K | 0.01% | +3,337 | New |
| Capital Analysts, LLC | 3,398 | $151.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,423 | $152.4K | 0.01% | +881+34.7% | Added |
| Centaurus Financial, Inc. | 3,428 | $153.0K | 0.01% | −1,561−31.3% | Reduced |
| Twin Tree Management, LP | 3,454 | $153.8K | 0.00% | +3,454 | New |
| Cohen & Steers, Inc. | 3,467 | $154.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,639 | $162.0K | 0.03% | +350+10.6% | Added |
| Parallax Volatility Advisers, L.P. | 3,866 | $172.1K | 0.01% | −1,706−30.6% | Reduced |
| Hall Laurie J Trustee | 3,905 | $174.0K | 0.07% | −65−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $177.0K | 0.11% | −2,500−38.7% | Reduced |
| City Holding Co | 4,033 | $179.5K | 0.03% | −165−3.9% | Reduced |
| Clearstead Advisors, LLC | 4,034 | $179.6K | 0.01% | −440−9.8% | Reduced |
| Cubist Systematic Strategies, LLC | 4,100 | $182.5K | 0.00% | −630,132−99.4% | Reduced |
| JFS Wealth Advisors, LLC | 4,128 | $183.8K | 0.02% | −20−0.5% | Reduced |
| Barrett & Company, Inc. | 4,278 | $190.5K | 0.11% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,288 | $190.9K | 0.03% | +3+0.1% | Added |
| Central Bank & Trust Co | 4,437 | $197.5K | 0.03% | −3,226−42.1% | Reduced |
| Exencial Wealth Advisors, LLC | 4,509 | $200.7K | 0.01% | +34+0.8% | Added |
| Epoch Investment Partners, Inc. | 4,516 | $201.1K | 0.00% | −1,600−26.2% | Reduced |
| Qtron Investments LLC | 4,520 | $201.2K | 0.04% | −11,107−71.1% | Reduced |
| Prospera Financial Services Inc | 4,521 | $201.3K | 0.01% | +4,521 | New |
| Prio Wealth Limited Partnership | 4,573 | $203.6K | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,577 | $203.8K | 0.14% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,582 | $204.0K | 0.03% | +4,582 | New |
| Searle & Co. | 4,500 | $204.1K | 0.06% | +4,500 | New |
| BLB&B Advisors, LLC | 4,595 | $204.6K | 0.01% | −177−3.7% | Reduced |
| Sage Mountain Advisors LLC | 4,613 | $205.4K | 0.03% | −110−2.3% | Reduced |
| Girard Partners Ltd. | 4,626 | $206.0K | 0.02% | −506−9.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,666 | $207.7K | 0.09% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,672 | $208.0K | 0.21% | −299−6.0% | Reduced |
| Kingsview Wealth Management, LLC | 4,692 | $208.9K | 0.01% | −694−12.9% | Reduced |
| Wellington Shields & Co., LLC | 4,698 | $209.2K | 0.05% | +2,000+74.1% | Added |
| Cullinan Associates Inc | 4,705 | $209.5K | 0.01% | −3,100−39.7% | Reduced |
| Benjamin Edwards Inc | 4,712 | $210.0K | 0.05% | −19−0.4% | Reduced |
| Summit Trail Advisors, LLC | 4,736 | $210.8K | 0.01% | +4,736 | New |
| Covington Investment Advisors Inc. | 4,741 | $211.0K | 0.04% | +4,741 | New |
| Kathmere Capital Management, LLC | 4,743 | $211.2K | 0.03% | −2,579−35.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,764 | $212.1K | 0.03% | +224+4.9% | Added |
| Wharton Business Group, LLC | 4,780 | $213.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,837 | $215.0K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 4,835 | $215.3K | 0.02% | −304−5.9% | Reduced |
| Harbour Investments, Inc. | 4,836 | $215.3K | 0.01% | +93+2.0% | Added |
| Ironwood Investment Management LLC | 4,847 | $215.8K | 0.12% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,892 | $217.8K | 0.04% | +4+0.1% | Added |
| LGT Financial Advisors LLC | 4,914 | $218.8K | 0.23% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,916 | $218.9K | 0.01% | −20−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 4,937 | $219.8K | 0.04% | +4,937 | New |
| Penn Mutual Asset Management, LLC | 4,950 | $220.4K | 0.20% | −4,000−44.7% | Reduced |
| Freestone Capital Holdings, LLC | 4,963 | $221.0K | 0.01% | +4,963 | New |
| Van Strum & Towne Inc. | 5,000 | $222.6K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $222.6K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,004 | $222.8K | 0.02% | +597+13.5% | Added |
| Spire Wealth Management | 5,050 | $224.8K | 0.01% | −305−5.7% | Reduced |
| Cable Hill Partners, LLC | 5,072 | $225.8K | 0.03% | −1,296−20.4% | Reduced |
| IFP Advisors, Inc | 4,086 | $226.1K | 0.01% | −230−5.3% | Reduced |
| Geneos Wealth Management Inc. | 5,133 | $228.5K | 0.01% | +965+23.2% | Added |
| Erste Asset Management GmbH | 5,181 | $230.7K | 0.00% | +5,181 | New |
| HB Wealth Management, LLC | 5,188 | $231.0K | 0.00% | −1,985−27.7% | Reduced |
| Tobam | 5,188 | $231.0K | 0.02% | +780+17.7% | Added |
| Baker Ellis Asset Management LLC | 5,190 | $231.1K | 0.04% | −1,200−18.8% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $232.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 5,278 | $235.0K | 0.00% | −486−8.4% | Reduced |
| Firestone Capital Management | 5,413 | $235.7K | 0.08% | 00.0% | Unchanged |
| Riverwater Partners LLC | 5,301 | $236.0K | 0.21% | +120+2.3% | Added |
| Arden Trust Co | 5,348 | $238.0K | 0.04% | −4,631−46.4% | Reduced |
| Hutchinson Capital Management | 5,347 | $238.0K | 0.06% | +10+0.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $239.8K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,400 | $240.4K | 0.00% | +5,400 | New |
| Confluence Wealth Services, Inc. | 5,433 | $241.9K | 0.05% | +10.0% | Added |
| Hilltop Holdings Inc. | 5,483 | $244.1K | 0.03% | +5,483 | New |
| UniSuper Management Pty Ltd | 5,500 | $244.9K | 0.00% | +5,500 | New |
| First Nebraska Trust Co | 5,507 | $245.2K | 0.03% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,519 | $245.7K | 0.05% | +667+13.7% | Added |
| Janney Capital Management LLC | 5,525 | $246.0K | 0.02% | +5,525 | New |
| One Wealth Advisors, LLC | 5,535 | $246.4K | 0.05% | −3,160−36.3% | Reduced |
| Bard Financial Services, Inc. | 5,545 | $246.9K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,567 | $247.8K | 0.01% | −14,242−71.9% | Reduced |
| EA Series Trust | 5,567 | $247.8K | 0.01% | +5,567 | New |
| Kovack Advisors, Inc. | 5,649 | $251.5K | 0.03% | −1,324−19.0% | Reduced |
| McIlrath & Eck, LLC | 5,711 | $254.3K | 0.05% | +268+4.9% | Added |
| Moneta Group Investment Advisors LLC | 5,724 | $254.8K | 0.01% | −370−6.1% | Reduced |
| Vivaldi Capital Management, LLC | 5,727 | $255.0K | 0.08% | +19+0.3% | Added |
| Parallel Advisors, LLC | 5,808 | $258.6K | 0.01% | +736+14.5% | Added |
| Altfest L J & Co Inc | 5,842 | $260.0K | 0.04% | +9+0.2% | Added |
| Fairfield, Bush & Co. | 5,844 | $260.2K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 5,859 | $260.8K | 0.07% | −19,332−76.7% | Reduced |
| Ascent Group, LLC | 5,706 | $260.9K | 0.03% | −2,680−32.0% | Reduced |
| Sigma Planning Corp | 5,918 | $263.5K | 0.01% | −12,997−68.7% | Reduced |
| Martin Capital Advisors, LLP | 5,935 | $264.2K | 0.24% | −370−5.9% | Reduced |