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 |
|---|---|---|---|---|---|
| Wesbanco Bank Inc | 9,483 | $422.0K | 0.02% | −1,588−14.3% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,518 | $424.0K | 0.06% | +18+0.2% | Added |
| Arete Wealth Advisors, LLC | 9,624 | $428.0K | 0.04% | −727−7.0% | Reduced |
| Ballentine Partners, LLC | 9,647 | $429.5K | 0.01% | +3,583+59.1% | Added |
| Centennial Bank | 9,651 | $429.7K | 0.29% | 00.0% | Unchanged |
| Trust Co of Virginia | 9,677 | $430.8K | 0.05% | 00.0% | Unchanged |
| Studio Investment Management LLC | 9,712 | $432.4K | 0.12% | +187+2.0% | Added |
| Symmetry Partners, LLC | 9,781 | $435.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 9,775 | $435.2K | 0.06% | −9,048−48.1% | Reduced |
| Quadrant Capital Group LLC | 9,791 | $435.9K | 0.04% | −1,494−13.2% | Reduced |
| Ellevest, Inc. | 9,869 | $439.4K | 0.03% | +706+7.7% | Added |
| Sicart Associates LLC | 10,000 | $445.2K | 0.17% | 00.0% | Unchanged |
| Keystone Financial Services | 10,092 | $449.3K | 0.23% | −2,200−17.9% | Reduced |
| Clarius Group, LLC | 10,133 | $451.1K | 0.03% | −1,167−10.3% | Reduced |
| Bayesian Capital Management, LP | 10,174 | $452.9K | 0.05% | +4,974+95.7% | Added |
| Headlands Technologies LLC | 10,253 | $456.5K | 0.15% | +10,253 | New |
| Allegheny Financial Group LTD | 10,296 | $458.4K | 0.22% | −257−2.4% | Reduced |
| NBT Bank N A | 10,335 | $460.1K | 0.07% | −371−3.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,364 | $461.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,392 | $462.7K | 0.01% | −3,306−24.1% | Reduced |
| Park Avenue Securities LLC | 10,392 | $463.0K | 0.01% | −3,243−23.8% | Reduced |
| Farmers National Bank | 10,412 | $463.5K | 0.16% | −689−6.2% | Reduced |
| BSW Wealth Partners | 10,415 | $463.7K | 0.10% | −40.0% | Reduced |
| DoubleLine ETF Adviser LP | 10,448 | $465.1K | 0.17% | +1,296+14.2% | Added |
| Huntington National Bank | 10,528 | $468.7K | 0.00% | +650+6.6% | Added |
| Hunter Associates Investment Management LLC | 10,720 | $477.0K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 10,727 | $477.5K | 0.04% | −710−6.2% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $482.0K | 0.34% | +10,826 | New |
| Cedrus LLC | 10,837 | $482.5K | 0.34% | −141−1.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,841 | $483.0K | 0.00% | −148−1.3% | Reduced |
| WFA of San Diego, LLC | 10,938 | $486.9K | 0.48% | −1,325−10.8% | Reduced |
| Curbstone Financial Management Corp | 10,950 | $487.5K | 0.12% | −250−2.2% | Reduced |
| Joel Isaacson & Co., LLC | 11,078 | $493.2K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,159 | $496.8K | 0.09% | −48−0.4% | Reduced |
| Spears Abacus Advisors LLC | 11,262 | $501.4K | 0.04% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,302 | $503.2K | 0.02% | −10,084−47.2% | Reduced |
| Bahl & Gaynor Inc | 11,312 | $503.6K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 11,344 | $505.0K | 0.29% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,364 | $505.9K | 0.01% | +350+3.2% | Added |
| First Foundation Advisors | 11,405 | $507.8K | 0.02% | +671+6.3% | Added |
| Whitener Capital Management, Inc. | 11,415 | $508.2K | 0.19% | −60−0.5% | Reduced |
| Wealth Quarterback LLC | 11,458 | $510.1K | 0.35% | +507+4.6% | Added |
| Waycross Partners, LLC | 11,500 | $512.0K | 0.11% | +4,000+53.3% | Added |
| Greenup Street Wealth Management LLC | 11,523 | $513.0K | 0.14% | +11,523 | New |
| HM Payson & Co | 11,630 | $517.8K | 0.01% | −650−5.3% | Reduced |
| RSM US Wealth Management LLC | 11,697 | $520.7K | 0.02% | −214−1.8% | Reduced |
| Group One Trading, L.P. | 11,699 | $520.8K | 0.02% | −82,670−87.6% | Reduced |
| Cetera Advisors LLC | 11,756 | $523.4K | 0.01% | −1,287−9.9% | Reduced |
| Northern Oak Wealth Management Inc | 11,844 | $527.3K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11,848 | $527.5K | 0.08% | +104+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,851 | $528.0K | 0.02% | −1,034−8.0% | Reduced |
| Profund Advisors LLC | 11,874 | $528.6K | 0.03% | −1,194−9.1% | Reduced |
| Trust Co of Vermont | 12,039 | $536.0K | 0.03% | −997−7.6% | Reduced |
| Synovus Financial Corp | 12,110 | $539.2K | 0.01% | −56−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 12,287 | $543.1K | 0.06% | +700+6.0% | Added |
| Sequoia Financial Advisors, LLC | 12,254 | $545.5K | 0.01% | −20−0.2% | Reduced |
| Fruth Investment Management | 12,300 | $547.0K | 0.16% | −100−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 12,308 | $548.0K | 0.04% | +12,308 | New |
| Tower Research Capital LLC (TRC) | 12,328 | $548.8K | 0.02% | −181−1.4% | Reduced |
| Snowden Capital Advisors LLC | 12,385 | $551.4K | 0.02% | +1,234+11.1% | Added |
| Valmark Advisers, Inc. | 12,429 | $553.3K | 0.01% | +94+0.8% | Added |
| Aigen Investment Management, LP | 12,466 | $555.0K | 0.08% | +12,466 | New |
| Fort Washington Investment Advisors Inc | 12,543 | $558.4K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 12,607 | $561.3K | 0.07% | +6,495+106.3% | Added |
| Kolinsky Wealth Management, LLC | 12,708 | $561.7K | 0.53% | −567−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 12,621 | $561.9K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 12,650 | $563.2K | 0.00% | +2,059+19.4% | Added |
| IHT Wealth Management, LLC | 12,861 | $572.6K | 0.03% | +3,750+41.2% | Added |
| Raleigh Capital Management Inc. | 12,885 | $573.6K | 0.29% | −112−0.9% | Reduced |
| Occudo Quantitative Strategies LP | 12,961 | $577.0K | 0.06% | +12,961 | New |
| Bessemer Group Inc | 12,979 | $578.0K | 0.00% | −1,776−12.0% | Reduced |
| SeaCrest Wealth Management, LLC | 13,007 | $579.1K | 0.07% | −1,416−9.8% | Reduced |
| Pettee Investors, Inc. | 13,020 | $579.6K | 0.26% | +730+5.9% | Added |
| Essex Financial Services, Inc. | 13,038 | $580.5K | 0.07% | +109+0.8% | Added |
| Steel Peak Wealth Management LLC | 13,133 | $584.7K | 0.04% | −54,479−80.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,148 | $585.3K | 0.02% | −2,597−16.5% | Reduced |
| Jacobi Capital Management LLC | 13,206 | $587.9K | 0.07% | +8+0.1% | Added |
| Loudon Investment Management, LLC | 13,358 | $594.7K | 0.39% | −3,635−21.4% | Reduced |
| Meeder Advisory Services, Inc. | 13,365 | $595.0K | 0.06% | −2,040−13.2% | Reduced |
| Jefferies Financial Group Inc. | 13,390 | $596.1K | 0.01% | +13,390 | New |
| Lazard Asset Management LLC | 13,462 | $598.0K | 0.00% | −49,109−78.5% | Reduced |
| Basepoint Wealth LLC | 13,502 | $601.1K | 0.50% | −166−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,627 | $607.0K | 0.07% | +31+0.2% | Added |
| Benin Management CORP | 13,720 | $610.8K | 0.22% | +8,701+173.4% | Added |
| Versor Investments LP | 13,824 | $615.4K | 0.11% | +13,824 | New |
| Boston Family Office LLC | 13,830 | $616.0K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,907 | $619.1K | 0.02% | −1,538−10.0% | Reduced |
| Bleakley Financial Group, LLC | 13,911 | $619.3K | 0.02% | −1,518−9.8% | Reduced |
| Waterfront Wealth Inc. | 13,702 | $619.5K | 0.18% | +3,072+28.9% | Added |
| Longfellow Investment Management Co LLC | 13,978 | $622.3K | 0.14% | +3,180+29.4% | Added |
| MAI Capital Management | 14,127 | $629.0K | 0.01% | −7,088−33.4% | Reduced |
| Virtue Capital Management, LLC | 14,375 | $639.4K | 0.11% | +1,423+11.0% | Added |
| Resources Investment Advisors, LLC. | 14,378 | $640.1K | 0.01% | +420+3.0% | Added |
| Ieq Capital, LLC | 14,382 | $640.3K | 0.01% | −4,667−24.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,504 | $645.7K | 0.09% | +9,040+165.4% | Added |
| Fiduciary Trust Co | 14,647 | $652.1K | 0.01% | −1,840−11.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,798 | $658.8K | 0.04% | −3,096−17.3% | Reduced |
| Van Hulzen Asset Management, LLC | 14,802 | $659.0K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 14,982 | $667.0K | 0.02% | −4,585−23.4% | Reduced |
| McRae Capital Management Inc | 14,985 | $667.1K | 0.19% | 00.0% | Unchanged |