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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 21,984 | $978.8K | 0.02% | +4,158+23.3% | Added |
| Parsons Capital Management Inc | 21,736 | $967.7K | 0.07% | −1,077−4.7% | Reduced |
| Archford Capital Strategies, LLC | 21,214 | $965.5K | 0.18% | +54+0.3% | Added |
| Live Oak Investment Partners | – | $963.7K | 0.80% | – | – |
| Lowe Brockenbrough & Co Inc | 21,602 | $961.7K | 0.07% | +30+0.1% | Added |
| Bartlett & Co. LLC | 21,419 | $954.0K | 0.02% | +2,000+10.3% | Added |
| Bartlett & Co. Wealth Management LLC | 21,419 | $953.6K | 0.02% | +2,000+10.3% | Added |
| Mission Wealth Management, LP | 21,355 | $950.7K | 0.04% | +1,269+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 21,284 | $947.6K | 0.04% | +729+3.5% | Added |
| Signature Wealth Management Partners, LLC | 21,237 | $945.5K | 0.88% | 00.0% | Unchanged |
| Argent Trust Co | 21,075 | $938.3K | 0.05% | −921−4.2% | Reduced |
| Donald L. Hagan, LLC | 20,882 | $929.7K | 0.52% | −758−3.5% | Reduced |
| Gateway Investment Advisers LLC | 20,797 | $925.9K | 0.01% | −267−1.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,683 | $921.0K | 0.05% | −1,554−7.0% | Reduced |
| Segall Bryant & Hamill, LLC | 20,347 | $905.8K | 0.01% | −3,156−13.4% | Reduced |
| Rothschild Investment Corp | 20,297 | $904.0K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 20,273 | $902.6K | 0.02% | +335+1.7% | Added |
| Klingenstein Fields & Co LP | 20,197 | $899.2K | 0.04% | −20−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 20,196 | $899.1K | 0.10% | +9,642+91.4% | Added |
| Evergreen Capital Management LLC | 20,154 | $897.3K | 0.04% | −104−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 20,027 | $891.6K | 0.04% | +501+2.6% | Added |
| Aquila Investment Management LLC | 20,000 | $890.4K | 0.73% | +6,000+42.9% | Added |
| Leisure Capital Management | 19,902 | $886.0K | 0.49% | +685+3.6% | Added |
| Pathstone Family Office, LLC | 20,264 | $883.1K | 0.01% | −329−1.6% | Reduced |
| SRN Advisors, LLC | 19,388 | $863.2K | 0.77% | −5,276−21.4% | Reduced |
| Banque Cantonale Vaudoise | 19,271 | $858.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 19,065 | $849.0K | 0.02% | +19,065 | New |
| Twin Capital Management Inc | 19,001 | $845.9K | 0.11% | −893−4.5% | Reduced |
| Bristol John W & Co Inc | 18,887 | $840.8K | 0.02% | 00.0% | Unchanged |
| Gifford Fong Associates | 18,872 | $840.0K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,786 | $836.0K | 0.04% | −1,760−8.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,718 | $833.3K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 18,697 | $832.0K | 0.00% | +410+2.2% | Added |
| Telemus Capital, LLC | 18,338 | $816.4K | 0.07% | +2,854+18.4% | Added |
| Moody National Bank Trust Division | 18,099 | $805.8K | 0.06% | +189+1.1% | Added |
| FDx Advisors, Inc. | 18,008 | $802.0K | 0.04% | −3,216−15.2% | Reduced |
| Advisory Services Network, LLC | 17,888 | $796.4K | 0.02% | −645−3.5% | Reduced |
| Fox Run Management, L.L.C. | 17,860 | $795.1K | 0.22% | +17,860 | New |
| Guyasuta Investment Advisors Inc | 17,801 | $792.5K | 0.06% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,751 | $790.3K | 0.07% | −639−3.5% | Reduced |
| Fulton Bank, N.A. | 17,704 | $788.2K | 0.04% | −76−0.4% | Reduced |
| True North Advisors, LLC | 17,673 | $786.8K | 0.22% | −8,734−33.1% | Reduced |
| Blueshift Asset Management, LLC | 17,662 | $786.3K | 0.30% | +17,662 | New |
| Ingalls & Snyder LLC | 17,654 | $786.0K | 0.04% | −130−0.7% | Reduced |
| VisionPoint Advisory Group, LLC | 17,533 | $780.6K | 0.32% | +1,082+6.6% | Added |
| Baldwin Brothers Inc | 17,516 | $779.8K | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 17,469 | $777.7K | 0.11% | −875−4.8% | Reduced |
| Verdence Capital Advisors LLC | 17,466 | $777.6K | 0.09% | +431+2.5% | Added |
| Private Trust Co NA | 17,466 | $777.6K | 0.10% | −1,434−7.6% | Reduced |
| Lighthouse Investment Partners, LLC | 17,395 | $774.4K | 0.06% | −23,746−57.7% | Reduced |
| Tocqueville Asset Management L.P. | 17,352 | $772.5K | 0.01% | −1,368−7.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 17,233 | $767.2K | 0.01% | +2,053+13.5% | Added |
| M&R Capital Management Inc | 17,175 | $764.6K | 0.20% | +19+0.1% | Added |
| Sherbrooke Park Advisers LLC | 17,088 | $760.8K | 0.40% | +17,088 | New |
| WealthTrust Axiom LLC | 17,044 | $758.8K | 0.25% | −10.0% | Reduced |
| Aspire Private Capital, LLC | 16,765 | $746.4K | 0.24% | +604+3.7% | Added |
| United Capital Financial Advisers, LLC | 16,746 | $745.5K | 0.00% | −5,613−25.1% | Reduced |
| Strategic Investment Advisors | 16,700 | $743.5K | 0.10% | −390−2.3% | Reduced |
| United Services Automobile Association | 16,533 | $736.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 16,521 | $730.0K | 0.10% | −199−1.2% | Reduced |
| Denali Advisors LLC | 16,361 | $728.4K | 0.26% | +3,809+30.3% | Added |
| Schulhoff & Co Inc | 16,322 | $726.7K | 0.34% | −260−1.6% | Reduced |
| Coastal Investment Advisors, Inc. | 16,195 | $721.0K | 0.16% | +495+3.2% | Added |
| Rathbone Brothers plc | 16,185 | $720.6K | 0.01% | +133+0.8% | Added |
| Whittier Trust Co | 16,180 | $720.3K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 16,108 | $717.1K | 0.27% | +2,252+16.3% | Added |
| Beck Mack & Oliver LLC | 16,013 | $712.9K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 15,963 | $710.7K | 0.06% | +15+0.1% | Added |
| Principle Wealth Partners LLC | 15,902 | $708.0K | 0.07% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 15,885 | $707.0K | 0.02% | −304−1.9% | Reduced |
| Apollon Wealth Management, LLC | 15,803 | $703.6K | 0.03% | +791+5.3% | Added |
| Graham Capital Management, L.P. | 15,791 | $703.0K | 0.02% | −47,953−75.2% | Reduced |
| GWM Advisors LLC | 15,712 | $699.5K | 0.01% | −143−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,689 | $698.3K | 0.07% | −1,500−8.7% | Reduced |
| Ossiam | 15,522 | $691.0K | 0.01% | −48,283−75.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 15,500 | $690.1K | 0.12% | +10,000+181.8% | Added |
| Veriti Management LLC | 15,470 | $688.7K | 0.08% | −1,028−6.2% | Reduced |
| Veritable, L.P. | 15,346 | $683.2K | 0.01% | −2,722−15.1% | Reduced |
| Toroso Investments, LLC | 15,305 | $681.0K | 0.02% | +4,983+48.3% | Added |
| Alliance Wealth Advisors, LLC | 15,162 | $675.0K | 0.48% | +429+2.9% | Added |
| Bailard, Inc. | 15,126 | $673.4K | 0.02% | +60+0.4% | Added |
| Hancock Whitney Corp | 15,061 | $670.0K | 0.03% | +5,046+50.4% | Added |
| McRae Capital Management Inc | 14,985 | $667.1K | 0.19% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 14,982 | $667.0K | 0.02% | −4,585−23.4% | Reduced |
| Van Hulzen Asset Management, LLC | 14,802 | $659.0K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,798 | $658.8K | 0.04% | −3,096−17.3% | Reduced |
| Fiduciary Trust Co | 14,647 | $652.1K | 0.01% | −1,840−11.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,504 | $645.7K | 0.09% | +9,040+165.4% | Added |
| Ieq Capital, LLC | 14,382 | $640.3K | 0.01% | −4,667−24.5% | Reduced |
| Resources Investment Advisors, LLC. | 14,378 | $640.1K | 0.01% | +420+3.0% | Added |
| Virtue Capital Management, LLC | 14,375 | $639.4K | 0.11% | +1,423+11.0% | Added |
| MAI Capital Management | 14,127 | $629.0K | 0.01% | −7,088−33.4% | Reduced |
| Longfellow Investment Management Co LLC | 13,978 | $622.3K | 0.14% | +3,180+29.4% | Added |
| Waterfront Wealth Inc. | 13,702 | $619.5K | 0.18% | +3,072+28.9% | Added |
| Bleakley Financial Group, LLC | 13,911 | $619.3K | 0.02% | −1,518−9.8% | Reduced |
| Sawtooth Solutions, LLC | 13,907 | $619.1K | 0.02% | −1,538−10.0% | Reduced |
| Boston Family Office LLC | 13,830 | $616.0K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 13,824 | $615.4K | 0.11% | +13,824 | New |
| Benin Management CORP | 13,720 | $610.8K | 0.22% | +8,701+173.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,627 | $607.0K | 0.07% | +31+0.2% | Added |