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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 15,061 | $670.0K | 0.03% | +5,046+50.4% | Added |
| Bailard, Inc. | 15,126 | $673.4K | 0.02% | +60+0.4% | Added |
| Alliance Wealth Advisors, LLC | 15,162 | $675.0K | 0.48% | +429+2.9% | Added |
| Toroso Investments, LLC | 15,305 | $681.0K | 0.02% | +4,983+48.3% | Added |
| Veritable, L.P. | 15,346 | $683.2K | 0.01% | −2,722−15.1% | Reduced |
| Veriti Management LLC | 15,470 | $688.7K | 0.08% | −1,028−6.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 15,500 | $690.1K | 0.12% | +10,000+181.8% | Added |
| Ossiam | 15,522 | $691.0K | 0.01% | −48,283−75.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,689 | $698.3K | 0.07% | −1,500−8.7% | Reduced |
| GWM Advisors LLC | 15,712 | $699.5K | 0.01% | −143−0.9% | Reduced |
| Graham Capital Management, L.P. | 15,791 | $703.0K | 0.02% | −47,953−75.2% | Reduced |
| Apollon Wealth Management, LLC | 15,803 | $703.6K | 0.03% | +791+5.3% | Added |
| Vaughan David Investments LLC | 15,885 | $707.0K | 0.02% | −304−1.9% | Reduced |
| Principle Wealth Partners LLC | 15,902 | $708.0K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 15,963 | $710.7K | 0.06% | +15+0.1% | Added |
| Beck Mack & Oliver LLC | 16,013 | $712.9K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 16,108 | $717.1K | 0.27% | +2,252+16.3% | Added |
| Whittier Trust Co | 16,180 | $720.3K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 16,185 | $720.6K | 0.01% | +133+0.8% | Added |
| Coastal Investment Advisors, Inc. | 16,195 | $721.0K | 0.16% | +495+3.2% | Added |
| Schulhoff & Co Inc | 16,322 | $726.7K | 0.34% | −260−1.6% | Reduced |
| Denali Advisors LLC | 16,361 | $728.4K | 0.26% | +3,809+30.3% | Added |
| Beacon Financial Group | 16,521 | $730.0K | 0.10% | −199−1.2% | Reduced |
| United Services Automobile Association | 16,533 | $736.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 16,700 | $743.5K | 0.10% | −390−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 16,746 | $745.5K | 0.00% | −5,613−25.1% | Reduced |
| Aspire Private Capital, LLC | 16,765 | $746.4K | 0.24% | +604+3.7% | Added |
| WealthTrust Axiom LLC | 17,044 | $758.8K | 0.25% | −10.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,088 | $760.8K | 0.40% | +17,088 | New |
| M&R Capital Management Inc | 17,175 | $764.6K | 0.20% | +19+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 17,233 | $767.2K | 0.01% | +2,053+13.5% | Added |
| Tocqueville Asset Management L.P. | 17,352 | $772.5K | 0.01% | −1,368−7.3% | Reduced |
| Lighthouse Investment Partners, LLC | 17,395 | $774.4K | 0.06% | −23,746−57.7% | Reduced |
| Private Trust Co NA | 17,466 | $777.6K | 0.10% | −1,434−7.6% | Reduced |
| Verdence Capital Advisors LLC | 17,466 | $777.6K | 0.09% | +431+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 17,469 | $777.7K | 0.11% | −875−4.8% | Reduced |
| Baldwin Brothers Inc | 17,516 | $779.8K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 17,533 | $780.6K | 0.32% | +1,082+6.6% | Added |
| Ingalls & Snyder LLC | 17,654 | $786.0K | 0.04% | −130−0.7% | Reduced |
| Blueshift Asset Management, LLC | 17,662 | $786.3K | 0.30% | +17,662 | New |
| True North Advisors, LLC | 17,673 | $786.8K | 0.22% | −8,734−33.1% | Reduced |
| Fulton Bank, N.A. | 17,704 | $788.2K | 0.04% | −76−0.4% | Reduced |
| GYL Financial Synergies, LLC | 17,751 | $790.3K | 0.07% | −639−3.5% | Reduced |
| Guyasuta Investment Advisors Inc | 17,801 | $792.5K | 0.06% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 17,860 | $795.1K | 0.22% | +17,860 | New |
| Advisory Services Network, LLC | 17,888 | $796.4K | 0.02% | −645−3.5% | Reduced |
| FDx Advisors, Inc. | 18,008 | $802.0K | 0.04% | −3,216−15.2% | Reduced |
| Moody National Bank Trust Division | 18,099 | $805.8K | 0.06% | +189+1.1% | Added |
| Telemus Capital, LLC | 18,338 | $816.4K | 0.07% | +2,854+18.4% | Added |
| Ci Investments Inc. | 18,697 | $832.0K | 0.00% | +410+2.2% | Added |
| Edgemoor Investment Advisors, Inc. | 18,718 | $833.3K | 0.09% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,786 | $836.0K | 0.04% | −1,760−8.6% | Reduced |
| Gifford Fong Associates | 18,872 | $840.0K | 0.20% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 18,887 | $840.8K | 0.02% | 00.0% | Unchanged |
| Twin Capital Management Inc | 19,001 | $845.9K | 0.11% | −893−4.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,065 | $849.0K | 0.02% | +19,065 | New |
| Banque Cantonale Vaudoise | 19,271 | $858.0K | 0.04% | 00.0% | Unchanged |
| SRN Advisors, LLC | 19,388 | $863.2K | 0.77% | −5,276−21.4% | Reduced |
| Pathstone Family Office, LLC | 20,264 | $883.1K | 0.01% | −329−1.6% | Reduced |
| Leisure Capital Management | 19,902 | $886.0K | 0.49% | +685+3.6% | Added |
| Aquila Investment Management LLC | 20,000 | $890.4K | 0.73% | +6,000+42.9% | Added |
| Valeo Financial Advisors, LLC | 20,027 | $891.6K | 0.04% | +501+2.6% | Added |
| Evergreen Capital Management LLC | 20,154 | $897.3K | 0.04% | −104−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 20,196 | $899.1K | 0.10% | +9,642+91.4% | Added |
| Klingenstein Fields & Co LP | 20,197 | $899.2K | 0.04% | −20−0.1% | Reduced |
| Advisors Asset Management, Inc. | 20,273 | $902.6K | 0.02% | +335+1.7% | Added |
| Rothschild Investment Corp | 20,297 | $904.0K | 0.08% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 20,347 | $905.8K | 0.01% | −3,156−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,683 | $921.0K | 0.05% | −1,554−7.0% | Reduced |
| Gateway Investment Advisers LLC | 20,797 | $925.9K | 0.01% | −267−1.3% | Reduced |
| Donald L. Hagan, LLC | 20,882 | $929.7K | 0.52% | −758−3.5% | Reduced |
| Argent Trust Co | 21,075 | $938.3K | 0.05% | −921−4.2% | Reduced |
| Signature Wealth Management Partners, LLC | 21,237 | $945.5K | 0.88% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 21,284 | $947.6K | 0.04% | +729+3.5% | Added |
| Mission Wealth Management, LP | 21,355 | $950.7K | 0.04% | +1,269+6.3% | Added |
| Bartlett & Co. Wealth Management LLC | 21,419 | $953.6K | 0.02% | +2,000+10.3% | Added |
| Bartlett & Co. LLC | 21,419 | $954.0K | 0.02% | +2,000+10.3% | Added |
| Lowe Brockenbrough & Co Inc | 21,602 | $961.7K | 0.07% | +30+0.1% | Added |
| Live Oak Investment Partners | – | $963.7K | 0.80% | – | – |
| Archford Capital Strategies, LLC | 21,214 | $965.5K | 0.18% | +54+0.3% | Added |
| Parsons Capital Management Inc | 21,736 | $967.7K | 0.07% | −1,077−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 21,984 | $978.8K | 0.02% | +4,158+23.3% | Added |
| Lincoln National Corp | 22,167 | $986.9K | 0.02% | −199−0.9% | Reduced |
| Blair William & Co | 22,172 | $987.1K | 0.00% | +689+3.2% | Added |
| Greenleaf Trust | 22,256 | $990.8K | 0.01% | +6,466+40.9% | Added |
| Pitcairn Co | 22,366 | $995.7K | 0.08% | −3,881−14.8% | Reduced |
| Johnson Investment Counsel Inc | 22,544 | $1.00M | 0.01% | +4,171+22.7% | Added |
| Forum Financial Management, LP | 22,557 | $1.00M | 0.02% | +671+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,652 | $1.01M | 0.03% | −468−2.0% | Reduced |
| Horizon Investments, LLC | 23,010 | $1.01M | 0.03% | −2,234−8.8% | Reduced |
| Hudson Portfolio Management LLC | 22,905 | $1.02M | 1.11% | +1,950+9.3% | Added |
| Gotham Asset Management, LLC | 22,910 | $1.02M | 0.02% | −6,259−21.5% | Reduced |
| Capstone Investment Advisors, LLC | 23,003 | $1.02M | 0.03% | +5,475+31.2% | Added |
| Karpas Strategies, LLC | 23,017 | $1.02M | 0.35% | +97+0.4% | Added |
| Cornercap Investment Counsel Inc | 23,061 | $1.03M | 0.18% | +23,061 | New |
| First National Trust Co | 23,068 | $1.03M | 0.05% | −150−0.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.05M | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 23,681 | $1.05M | 0.13% | −295−1.2% | Reduced |
| Lebenthal Global Advisors, LLC | 23,797 | $1.06M | 0.31% | −937−3.8% | Reduced |
| Empirical Finance, LLC | 23,903 | $1.06M | 0.08% | +2,487+11.6% | Added |