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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 24,130 | $1.07M | 0.23% | −1,955−7.5% | Reduced |
| Ascent Wealth Partners, LLC | 24,486 | $1.09M | 0.19% | +1,154+4.9% | Added |
| Carret Asset Management, LLC | 25,100 | $1.12M | 0.15% | −101−0.4% | Reduced |
| World Equity Group, Inc. | 25,407 | $1.13M | 0.33% | −35,771−58.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,618 | $1.14M | 0.06% | +3,065+13.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,778 | $1.15M | 0.09% | −394−1.5% | Reduced |
| Modera Wealth Management, LLC | 25,816 | $1.15M | 0.02% | +25,816 | New |
| Oppenheimer & Co Inc | 26,098 | $1.16M | 0.02% | −2,427−8.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,150 | $1.16M | 0.31% | −165−0.6% | Reduced |
| CAPROCK Group, Inc. | 26,179 | $1.17M | 0.09% | −1,089−4.0% | Reduced |
| Intech Investment Management LLC | 26,217 | $1.17M | 0.01% | −396,986−93.8% | Reduced |
| Lido Advisors, LLC | 26,353 | $1.17M | 0.01% | +2,951+12.6% | Added |
| APG Asset Management N.V. | 29,002 | $1.18M | 0.00% | −2,100−6.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,991 | $1.20M | 0.19% | −3,150−10.5% | Reduced |
| Cornerstone Advisors, LLC | 27,000 | $1.20M | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 27,013 | $1.20M | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 27,164 | $1.21M | 0.01% | −1,249,657−97.9% | Reduced |
| Ritholtz Wealth Management | 27,210 | $1.21M | 0.05% | −25,614−48.5% | Reduced |
| Kanawha Capital Management LLC | 27,547 | $1.23M | 0.11% | −689−2.4% | Reduced |
| Neville Rodie & Shaw Inc | 27,782 | $1.24M | 0.11% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 27,893 | $1.24M | 0.16% | −140−0.5% | Reduced |
| Advisor Partners II, LLC | 28,147 | $1.25M | 0.06% | −143−0.5% | Reduced |
| Cove Street Capital, LLC | 28,300 | $1.26M | 0.39% | +1,800+6.8% | Added |
| Wealthfront Advisers LLC | 28,398 | $1.26M | 0.01% | +6,140+27.6% | Added |
| Logan Capital Management Inc | 28,464 | $1.27M | 0.06% | +127+0.4% | Added |
| Robinson Value Management, Ltd. | 28,482 | $1.27M | 0.92% | +570+2.0% | Added |
| AXS Investments LLC | 28,757 | $1.28M | 0.34% | +6,504+29.2% | Added |
| Tiaa, FSB | 29,399 | $1.31M | 0.00% | −1,278−4.2% | Reduced |
| Edgewood Management LLC | 29,704 | $1.32M | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 29,783 | $1.33M | 0.02% | −520−1.7% | Reduced |
| GTS Securities LLC | 29,793 | $1.33M | 0.04% | +29,793 | New |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 29,894 | $1.33M | 0.05% | −4,775−13.8% | Reduced |
| Dean Investment Associates, LLC | 30,217 | $1.35M | 0.22% | −1,358−4.3% | Reduced |
| Engineers Gate Manager LP | 30,268 | $1.35M | 0.05% | −37,161−55.1% | Reduced |
| Kestra Advisory Services, LLC | 30,405 | $1.35M | 0.01% | +11,110+57.6% | Added |
| Legacy Wealth Asset Management, LLC | 30,635 | $1.36M | 0.48% | +9,796+47.0% | Added |
| Avantax Advisory Services, Inc. | 30,742 | $1.37M | 0.02% | −380−1.2% | Reduced |
| Townsend & Associates, Inc | 30,893 | $1.38M | 0.36% | −2,666−7.9% | Reduced |
| Woodstock Corp | 31,130 | $1.39M | 0.16% | −610−1.9% | Reduced |
| Metropolitan Life Insurance Co | 31,294 | $1.39M | 0.07% | −1,605−4.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 31,408 | $1.40M | 0.33% | +4,983+18.9% | Added |
| Commerce Bank | 31,819 | $1.42M | 0.01% | +70.0% | Added |
| Atria Wealth Solutions, Inc. | 32,169 | $1.43M | 0.02% | −12,076−27.3% | Reduced |
| Wolf Group Capital Advisors | 34,751 | $1.43M | 0.71% | −1,166−3.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.44M | 0.60% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,464 | $1.44M | 0.02% | +5,428+20.1% | Added |
| Regions Financial Corp | 33,074 | $1.47M | 0.01% | −464−1.4% | Reduced |
| Vetamer Capital Management, L.P. | 33,127 | $1.47M | 2.28% | −12,023−26.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 33,677 | $1.50M | 0.35% | −4,600−12.0% | Reduced |
| Private Advisor Group, LLC | 33,658 | $1.50M | 0.01% | −385−1.1% | Reduced |
| Moors & Cabot, Inc. | 34,119 | $1.52M | 0.10% | −1,647−4.6% | Reduced |
| Everence Capital Management Inc | 38,024 | $1.53M | 0.12% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 34,568 | $1.54M | 0.05% | +3,701+12.0% | Added |
| Wetherby Asset Management Inc | 34,813 | $1.55M | 0.08% | +9,278+36.3% | Added |
| Douglass Winthrop Advisors, LLC | 34,977 | $1.56M | 0.04% | −177−0.5% | Reduced |
| Falcon Wealth Planning | 35,127 | $1.56M | 0.35% | +19+0.1% | Added |
| Rodgers Brothers Inc. | 35,245 | $1.57M | 0.28% | +2,368+7.2% | Added |
| First Manhattan Co | 35,276 | $1.57M | 0.01% | −8,684−19.8% | Reduced |
| Rockefeller Capital Management L.P. | 35,465 | $1.58M | 0.01% | −580−1.6% | Reduced |
| Verition Fund Management LLC | 35,494 | $1.58M | 0.02% | −26−0.1% | Reduced |
| Citizens Financial Group Inc | 35,575 | $1.58M | 0.06% | −1,503−4.1% | Reduced |
| New Mexico Educational Retirement Board | 35,760 | $1.59M | 0.07% | +1,700+5.0% | Added |
| E. Ohman J:or Asset Management AB | 35,953 | $1.60M | 0.06% | +1,900+5.6% | Added |
| Delta Capital Management LLC | 36,145 | $1.61M | 1.11% | −500−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,546 | $1.63M | 0.00% | +1,716+4.9% | Added |
| Bokf, NA | 36,807 | $1.64M | 0.03% | +30,809+513.7% | Added |
| Sound Income Strategies, LLC | 37,347 | $1.66M | 0.17% | +3,314+9.7% | Added |
| Cohen Capital Management, Inc. | 37,736 | $1.68M | 0.33% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 38,109 | $1.70M | 0.01% | +224+0.6% | Added |
| Metis Global Partners, LLC | 38,342 | $1.71M | 0.09% | +3,158+9.0% | Added |
| Bridgeway Capital Management, LLC | 38,400 | $1.71M | 0.04% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 38,986 | $1.74M | 0.04% | +7,556+24.0% | Added |
| Silvercrest Asset Management Group LLC | 39,034 | $1.74M | 0.01% | +318+0.8% | Added |
| Guggenheim Capital LLC | 39,467 | $1.76M | 0.01% | −61,313−60.8% | Reduced |
| Ami Investment Management Inc | 39,584 | $1.76M | 0.78% | −15,576−28.2% | Reduced |
| Cobblestone Capital Advisors LLC | 41,420 | $1.84M | 0.13% | −2,380−5.4% | Reduced |
| Leonteq Securities AG | 42,195 | $1.88M | 0.19% | +10,852+34.6% | Added |
| KCS Wealth Advisory | 42,436 | $1.89M | 0.65% | +1,727+4.2% | Added |
| Atria Investments LLC | 42,788 | $1.90M | 0.03% | −5,318−11.1% | Reduced |
| Prudential PLC | 43,324 | $1.93M | 0.02% | −321−0.7% | Reduced |
| Connectus Wealth, LLC | 43,415 | $1.94M | 0.04% | −369,500−89.5% | Reduced |
| Quantinno Capital Management LP | 43,598 | $1.94M | 0.11% | −1,759−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 44,057 | $1.96M | 0.03% | +2,322+5.6% | Added |
| Gries Financial LLC | 44,099 | $1.96M | 0.54% | +299+0.7% | Added |
| Intrinsic Value Partners, LLC | 44,129 | $1.96M | 2.48% | −3,420−7.2% | Reduced |
| Louisiana State Employees Retirement System | 44,400 | $1.98M | 0.04% | −3,400−7.1% | Reduced |
| CIBC Private Wealth Group, LLC | 45,074 | $2.01M | 0.00% | +3,821+9.3% | Added |
| Pacer Advisors, Inc. | 45,233 | $2.01M | 0.01% | −489−1.1% | Reduced |
| Shayne & Co., LLC | 45,244 | $2.01M | 1.02% | +884+2.0% | Added |
| National Asset Management, Inc. | 45,373 | $2.02M | 0.05% | +27,207+149.8% | Added |
| Brinker Capital Investments, LLC | 45,441 | $2.02M | 0.02% | +8,629+23.4% | Added |
| Orion Portfolio Solutions, LLC | 45,441 | $2.02M | 0.02% | +8,629+23.4% | Added |
| Convergence Investment Partners, LLC | 45,593 | $2.03M | 1.17% | +1,564+3.6% | Added |
| Forte Capital LLC | 46,348 | $2.06M | 0.30% | −1,038−2.2% | Reduced |
| Delta Financial Advisors LLC | 46,731 | $2.08M | 0.92% | −1,219−2.5% | Reduced |
| Jump Financial, LLC | 46,770 | $2.08M | 0.08% | +46,770 | New |
| Vestcor Inc | 47,084 | $2.10M | 0.08% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 47,166 | $2.10M | 0.16% | −2,477−5.0% | Reduced |
| Pearl River Capital, LLC | 47,400 | $2.11M | 0.34% | +47,400 | New |