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 |
|---|---|---|---|---|---|
| IFG Advisors, LLC | 5,999 | $267.1K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 6,017 | $267.9K | 0.01% | −351−5.5% | Reduced |
| SYSTM Wealth Solutions LLC | 6,075 | $270.5K | 0.04% | +6,075 | New |
| Thompson Siegel & Walmsley LLC | 6,167 | $275.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 6,190 | $275.6K | 0.05% | +6,190 | New |
| Independent Advisor Alliance | 6,257 | $278.6K | 0.01% | +1,012+19.3% | Added |
| Meridian Investment Counsel Inc. | 6,267 | $279.0K | 0.10% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,325 | $281.6K | 0.19% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 6,405 | $285.2K | 0.22% | −256−3.8% | Reduced |
| Perpetual Ltd | 6,408 | $285.3K | 0.00% | +80+1.3% | Added |
| Hayek Kallen Investment Management | 6,429 | $286.0K | 0.12% | 00.0% | Unchanged |
| Meritage Group LP | 6,421 | $286.0K | 0.01% | +6,421 | New |
| DuPont Capital Management Corp | 6,430 | $286.3K | 0.01% | −24,119−79.0% | Reduced |
| Accredited Investors Inc. | 6,494 | $289.1K | 0.02% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 6,530 | $291.0K | 0.03% | −500−7.1% | Reduced |
| Petrus Trust Company, LTA | 6,549 | $291.6K | 0.03% | −4,908−42.8% | Reduced |
| Siemens Fonds Invest GmbH | 6,608 | $292.7K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 6,645 | $295.8K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,665 | $296.7K | 0.02% | +90+1.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,688 | $297.8K | 0.08% | +6+0.1% | Added |
| KB Financial Partners, LLC | 6,694 | $298.0K | 0.08% | +131+2.0% | Added |
| Wealthsource Partners, LLC | 6,775 | $301.6K | 0.02% | +1,352+24.9% | Added |
| FineMark National Bank & Trust | 6,858 | $305.3K | 0.01% | −4−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 6,861 | $305.4K | 0.13% | +650+10.5% | Added |
| ODonnell Financial Services, LLC | 6,866 | $305.7K | 0.18% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,890 | $306.7K | 0.03% | +1,943+39.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 6,983 | $310.9K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,049 | $314.0K | 0.02% | +7,049 | New |
| Balentine LLC | 7,055 | $314.1K | 0.01% | −12,122−63.2% | Reduced |
| D.A. Davidson & Co. | 7,122 | $317.1K | 0.00% | −5,613−44.1% | Reduced |
| S&T Bank | 7,150 | $318.0K | 0.06% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 7,183 | $319.8K | 0.07% | −100−1.4% | Reduced |
| Atlantic Union Bankshares Corp | 7,211 | $321.0K | 0.03% | +434+6.4% | Added |
| KMG Fiduciary Partners, LLC | 7,224 | $321.6K | 0.04% | +10.0% | Added |
| Graypoint LLC | 7,244 | $322.5K | 0.03% | −477−6.2% | Reduced |
| Checchi Capital Advisers, LLC | 7,245 | $322.6K | 0.03% | −182−2.5% | Reduced |
| First Citizens Bank & Trust Co | 7,294 | $324.7K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7,305 | $325.2K | 0.04% | −4,381−37.5% | Reduced |
| Mather Group, LLC. | 7,337 | $326.6K | 0.01% | +1,288+21.3% | Added |
| IVC Wealth Advisors LLC | 7,376 | $328.4K | 0.21% | −170−2.3% | Reduced |
| Summit Financial, LLC | 7,429 | $330.7K | 0.02% | −68−0.9% | Reduced |
| Geller Advisors LLC | 7,432 | $330.9K | 0.04% | +7,432 | New |
| Wilson & Boucher Capital Management, LLC | 7,440 | $331.2K | 0.30% | −700−8.6% | Reduced |
| Richard W. Paul & Associates, LLC | 7,449 | $331.6K | 0.14% | −46−0.6% | Reduced |
| CX Institutional | 7,456 | $331.9K | 0.02% | +1,056+16.5% | Added |
| SkyView Investment Advisors, LLC | 7,457 | $332.0K | 0.08% | +332+4.7% | Added |
| Dumont & Blake Investment Advisors LLC | 7,483 | $333.0K | 0.11% | −885−10.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,484 | $333.2K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 7,500 | $333.9K | 0.09% | +7,500 | New |
| Shulman DeMeo Asset Management LLC | 7,558 | $336.5K | 0.10% | +67+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,577 | $337.3K | 0.05% | −454−5.7% | Reduced |
| Impact Partnership Wealth, LLC | 7,595 | $338.1K | 0.12% | +7,595 | New |
| Tradewinds, LLC. | 7,682 | $342.0K | 0.20% | +371+5.1% | Added |
| Bryn Mawr Trust Co | 7,742 | $344.0K | 0.01% | −150−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 7,754 | $345.2K | 0.01% | +187+2.5% | Added |
| Glenview Trust Co | 7,780 | $346.4K | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,804 | $347.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,854 | $349.6K | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,872 | $350.5K | 0.06% | +600+8.3% | Added |
| Heritage Wealth Advisors | 7,889 | $351.2K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital Corp | 7,900 | $351.7K | 0.18% | +2,900+58.0% | Added |
| Builder Investment Group Inc | 7,921 | $352.6K | 0.14% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,943 | $353.6K | 0.19% | +7,943 | New |
| Nations Financial Group Inc, | 7,980 | $355.3K | 0.03% | +678+9.3% | Added |
| Fukoku Mutual Life Insurance Co | 8,029 | $357.5K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,050 | $358.4K | 0.03% | −2,066−20.4% | Reduced |
| Hendershot Investments Inc. | 8,074 | $359.5K | 0.06% | 00.0% | Unchanged |
| RB Capital Management, LLC | 8,101 | $360.7K | 0.11% | +582+7.7% | Added |
| Gilbert & Cook, Inc. | 8,141 | $362.4K | 0.06% | +618+8.2% | Added |
| Quinn Opportunity Partners LLC | 8,150 | $362.8K | 0.05% | −3,456−29.8% | Reduced |
| Mirabella Financial Services LLP | 8,153 | $363.0K | 0.04% | +8,153 | New |
| Hillsdale Investment Management Inc. | 8,220 | $366.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,225 | $366.2K | 0.07% | +1,291+18.6% | Added |
| Chicago Trust Co NA | 8,265 | $368.0K | 0.09% | −5,590−40.3% | Reduced |
| 1620 Investment Advisors, Inc. | 7,485 | $374.5K | 0.42% | +7,485 | New |
| Coldstream Capital Management Inc | 8,443 | $375.9K | 0.01% | +49+0.6% | Added |
| Summit Financial Strategies, Inc. | 8,450 | $376.2K | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,456 | $376.5K | 0.03% | −61,226−87.9% | Reduced |
| Penserra Capital Management LLC | 8,530 | $378.0K | 0.01% | +4,712+123.4% | Added |
| Ameritas Investment Partners, Inc. | 8,518 | $379.2K | 0.01% | −532−5.9% | Reduced |
| Lountzis Asset Management, LLC | 8,400 | $380.0K | 0.21% | −53,446−86.4% | Reduced |
| Crawford Investment Counsel Inc | 8,536 | $380.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 8,581 | $382.0K | 0.04% | 00.0% | Unchanged |
| Exchange Bank | 8,614 | $383.5K | 0.37% | +8,614 | New |
| Camden Capital, LLC | 8,621 | $383.8K | 0.04% | +92+1.1% | Added |
| Affinity Investment Advisors, LLC | 8,725 | $388.4K | 0.22% | +8,725 | New |
| Beacon Pointe Advisors, LLC | 8,727 | $388.6K | 0.01% | −794−8.3% | Reduced |
| Western Wealth Management, LLC | 8,748 | $389.5K | 0.03% | −18,006−67.3% | Reduced |
| Savant Capital, LLC | 8,814 | $392.4K | 0.01% | −268−3.0% | Reduced |
| Northstar Group, Inc. | 8,873 | $395.0K | 0.09% | −462−4.9% | Reduced |
| Wealthspire Advisors, LLC | 8,924 | $397.3K | 0.01% | +397+4.7% | Added |
| Tranquilli Financial Advisor LLC | 9,010 | $401.1K | 0.28% | +32+0.4% | Added |
| Sompo Asset Management Co., Ltd. | 9,080 | $404.2K | 0.08% | −3,140−25.7% | Reduced |
| Winton Group Ltd | 9,142 | $407.0K | 0.03% | −37,888−80.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,207 | $409.9K | 0.17% | −289−3.0% | Reduced |
| Rehmann Capital Advisory Group | 9,238 | $411.3K | 0.04% | +520+6.0% | Added |
| Fund Management at Engine No. 1 LLC | 9,354 | $416.4K | 0.08% | +434+4.9% | Added |
| Cigna Investments Inc | 9,419 | $419.0K | 0.08% | +390+4.3% | Added |
| Canandaigua National Bank & Trust Co | 9,433 | $420.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,447 | $420.6K | 0.02% | +9,447 | New |