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 | 1,768 | $67.9B |
| Q4 2025 | 1,759 | $68.4B |
| Q3 2025 | 1,645 | $63.9B |
| Q2 2025 | 1,555 | $54.5B |
| Q1 2025 | 1,504 | $51.9B |
| Q4 2024 | 1,441 | $47.8B |
| Q3 2024 | 1,292 | $44.6B |
| Q2 2024 | 1,251 | $37.6B |
| Q1 2024 | 1,255 | $36.2B |
| Q4 2023 | 1,169 | $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 |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | 43,415 | $1.94M | 0.04% | −369,500−89.5% | Reduced |
| Prudential PLC | 43,324 | $1.93M | 0.02% | −321−0.7% | Reduced |
| Atria Investments LLC | 42,788 | $1.90M | 0.03% | −5,318−11.1% | Reduced |
| KCS Wealth Advisory | 42,436 | $1.89M | 0.65% | +1,727+4.2% | Added |
| Leonteq Securities AG | 42,195 | $1.88M | 0.19% | +10,852+34.6% | Added |
| Cobblestone Capital Advisors LLC | 41,420 | $1.84M | 0.13% | −2,380−5.4% | Reduced |
| Ami Investment Management Inc | 39,584 | $1.76M | 0.78% | −15,576−28.2% | Reduced |
| Guggenheim Capital LLC | 39,467 | $1.76M | 0.01% | −61,313−60.8% | Reduced |
| Silvercrest Asset Management Group LLC | 39,034 | $1.74M | 0.01% | +318+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,986 | $1.74M | 0.04% | +7,556+24.0% | Added |
| Bridgeway Capital Management, LLC | 38,400 | $1.71M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 38,342 | $1.71M | 0.09% | +3,158+9.0% | Added |
| King Luther Capital Management Corp | 38,109 | $1.70M | 0.01% | +224+0.6% | Added |
| Cohen Capital Management, Inc. | 37,736 | $1.68M | 0.33% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 37,347 | $1.66M | 0.17% | +3,314+9.7% | Added |
| Bokf, NA | 36,807 | $1.64M | 0.03% | +30,809+513.7% | Added |
| Northwestern Mutual Wealth Management Co | 36,546 | $1.63M | 0.00% | +1,716+4.9% | Added |
| Delta Capital Management LLC | 36,145 | $1.61M | 1.11% | −500−1.4% | Reduced |
| E. Ohman J:or Asset Management AB | 35,953 | $1.60M | 0.06% | +1,900+5.6% | Added |
| New Mexico Educational Retirement Board | 35,760 | $1.59M | 0.07% | +1,700+5.0% | Added |
| Citizens Financial Group Inc | 35,575 | $1.58M | 0.06% | −1,503−4.1% | Reduced |
| Verition Fund Management LLC | 35,494 | $1.58M | 0.02% | −26−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 35,465 | $1.58M | 0.01% | −580−1.6% | Reduced |
| First Manhattan Co | 35,276 | $1.57M | 0.01% | −8,684−19.8% | Reduced |
| Rodgers Brothers Inc. | 35,245 | $1.57M | 0.28% | +2,368+7.2% | Added |
| Falcon Wealth Planning | 35,127 | $1.56M | 0.35% | +19+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 34,977 | $1.56M | 0.04% | −177−0.5% | Reduced |
| Wetherby Asset Management Inc | 34,813 | $1.55M | 0.08% | +9,278+36.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 34,568 | $1.54M | 0.05% | +3,701+12.0% | Added |
| Everence Capital Management Inc | 38,024 | $1.53M | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 34,119 | $1.52M | 0.10% | −1,647−4.6% | Reduced |
| Private Advisor Group, LLC | 33,658 | $1.50M | 0.01% | −385−1.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 33,677 | $1.50M | 0.35% | −4,600−12.0% | Reduced |
| Vetamer Capital Management, L.P. | 33,127 | $1.47M | 2.28% | −12,023−26.6% | Reduced |
| Regions Financial Corp | 33,074 | $1.47M | 0.01% | −464−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,464 | $1.44M | 0.02% | +5,428+20.1% | Added |
| Aft, Forsyth & Sober, LLC | 32,250 | $1.44M | 0.60% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 34,751 | $1.43M | 0.71% | −1,166−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 32,169 | $1.43M | 0.02% | −12,076−27.3% | Reduced |
| Commerce Bank | 31,819 | $1.42M | 0.01% | +70.0% | Added |
| Intercontinental Wealth Advisors, LLC | 31,408 | $1.40M | 0.33% | +4,983+18.9% | Added |
| Metropolitan Life Insurance Co | 31,294 | $1.39M | 0.07% | −1,605−4.9% | Reduced |
| Woodstock Corp | 31,130 | $1.39M | 0.16% | −610−1.9% | Reduced |
| Townsend & Associates, Inc | 30,893 | $1.38M | 0.36% | −2,666−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 30,742 | $1.37M | 0.02% | −380−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 30,635 | $1.36M | 0.48% | +9,796+47.0% | Added |
| Kestra Advisory Services, LLC | 30,405 | $1.35M | 0.01% | +11,110+57.6% | Added |
| Engineers Gate Manager LP | 30,268 | $1.35M | 0.05% | −37,161−55.1% | Reduced |
| Dean Investment Associates, LLC | 30,217 | $1.35M | 0.22% | −1,358−4.3% | Reduced |
| Shell Asset Management Co | 29,894 | $1.33M | 0.05% | −4,775−13.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 29,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 29,793 | $1.33M | 0.04% | +29,793 | New |
| Peapack Gladstone Financial Corp | 29,783 | $1.33M | 0.02% | −520−1.7% | Reduced |
| Edgewood Management LLC | 29,704 | $1.32M | 0.00% | 00.0% | Unchanged |
| Tiaa, FSB | 29,399 | $1.31M | 0.00% | −1,278−4.2% | Reduced |
| AXS Investments LLC | 28,757 | $1.28M | 0.34% | +6,504+29.2% | Added |
| Robinson Value Management, Ltd. | 28,482 | $1.27M | 0.92% | +570+2.0% | Added |
| Logan Capital Management Inc | 28,464 | $1.27M | 0.06% | +127+0.4% | Added |
| Wealthfront Advisers LLC | 28,398 | $1.26M | 0.01% | +6,140+27.6% | Added |
| Cove Street Capital, LLC | 28,300 | $1.26M | 0.39% | +1,800+6.8% | Added |
| Advisor Partners II, LLC | 28,147 | $1.25M | 0.06% | −143−0.5% | Reduced |
| SNS Financial Group, LLC | 27,893 | $1.24M | 0.16% | −140−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 27,782 | $1.24M | 0.11% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 27,547 | $1.23M | 0.11% | −689−2.4% | Reduced |
| Ritholtz Wealth Management | 27,210 | $1.21M | 0.05% | −25,614−48.5% | Reduced |
| Panagora Asset Management Inc | 27,164 | $1.21M | 0.01% | −1,249,657−97.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,013 | $1.20M | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 27,000 | $1.20M | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 26,991 | $1.20M | 0.19% | −3,150−10.5% | Reduced |
| APG Asset Management N.V. | 29,002 | $1.18M | 0.00% | −2,100−6.8% | Reduced |
| Lido Advisors, LLC | 26,353 | $1.17M | 0.01% | +2,951+12.6% | Added |
| Intech Investment Management LLC | 26,217 | $1.17M | 0.01% | −396,986−93.8% | Reduced |
| CAPROCK Group, Inc. | 26,179 | $1.17M | 0.09% | −1,089−4.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 26,150 | $1.16M | 0.31% | −165−0.6% | Reduced |
| Oppenheimer & Co Inc | 26,098 | $1.16M | 0.02% | −2,427−8.5% | Reduced |
| Modera Wealth Management, LLC | 25,816 | $1.15M | 0.02% | +25,816 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 25,778 | $1.15M | 0.09% | −394−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,618 | $1.14M | 0.06% | +3,065+13.6% | Added |
| World Equity Group, Inc. | 25,407 | $1.13M | 0.33% | −35,771−58.5% | Reduced |
| Carret Asset Management, LLC | 25,100 | $1.12M | 0.15% | −101−0.4% | Reduced |
| Ascent Wealth Partners, LLC | 24,486 | $1.09M | 0.19% | +1,154+4.9% | Added |
| Columbia Asset Management | 24,130 | $1.07M | 0.23% | −1,955−7.5% | Reduced |
| Empirical Finance, LLC | 23,903 | $1.06M | 0.08% | +2,487+11.6% | Added |
| Lebenthal Global Advisors, LLC | 23,797 | $1.06M | 0.31% | −937−3.8% | Reduced |
| Anchor Investment Management, LLC | 23,681 | $1.05M | 0.13% | −295−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 23,595 | $1.05M | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 23,068 | $1.03M | 0.05% | −150−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 23,061 | $1.03M | 0.18% | +23,061 | New |
| Karpas Strategies, LLC | 23,017 | $1.02M | 0.35% | +97+0.4% | Added |
| Capstone Investment Advisors, LLC | 23,003 | $1.02M | 0.03% | +5,475+31.2% | Added |
| Gotham Asset Management, LLC | 22,910 | $1.02M | 0.02% | −6,259−21.5% | Reduced |
| Hudson Portfolio Management LLC | 22,905 | $1.02M | 1.11% | +1,950+9.3% | Added |
| Horizon Investments, LLC | 23,010 | $1.01M | 0.03% | −2,234−8.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,652 | $1.01M | 0.03% | −468−2.0% | Reduced |
| Forum Financial Management, LP | 22,557 | $1.00M | 0.02% | +671+3.1% | Added |
| Johnson Investment Counsel Inc | 22,544 | $1.00M | 0.01% | +4,171+22.7% | Added |
| Pitcairn Co | 22,366 | $995.7K | 0.08% | −3,881−14.8% | Reduced |
| Greenleaf Trust | 22,256 | $990.8K | 0.01% | +6,466+40.9% | Added |
| Blair William & Co | 22,172 | $987.1K | 0.00% | +689+3.2% | Added |
| Lincoln National Corp | 22,167 | $986.9K | 0.02% | −199−0.9% | Reduced |