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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 13,502 | $601.1K | 0.50% | −166−1.2% | Reduced |
| Lazard Asset Management LLC | 13,462 | $598.0K | 0.00% | −49,109−78.5% | Reduced |
| Jefferies Financial Group Inc. | 13,390 | $596.1K | 0.01% | +13,390 | New |
| Meeder Advisory Services, Inc. | 13,365 | $595.0K | 0.06% | −2,040−13.2% | Reduced |
| Loudon Investment Management, LLC | 13,358 | $594.7K | 0.39% | −3,635−21.4% | Reduced |
| Jacobi Capital Management LLC | 13,206 | $587.9K | 0.07% | +8+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,148 | $585.3K | 0.02% | −2,597−16.5% | Reduced |
| Steel Peak Wealth Management LLC | 13,133 | $584.7K | 0.04% | −54,479−80.6% | Reduced |
| Essex Financial Services, Inc. | 13,038 | $580.5K | 0.07% | +109+0.8% | Added |
| Pettee Investors, Inc. | 13,020 | $579.6K | 0.26% | +730+5.9% | Added |
| SeaCrest Wealth Management, LLC | 13,007 | $579.1K | 0.07% | −1,416−9.8% | Reduced |
| Bessemer Group Inc | 12,979 | $578.0K | 0.00% | −1,776−12.0% | Reduced |
| Occudo Quantitative Strategies LP | 12,961 | $577.0K | 0.06% | +12,961 | New |
| Raleigh Capital Management Inc. | 12,885 | $573.6K | 0.29% | −112−0.9% | Reduced |
| IHT Wealth Management, LLC | 12,861 | $572.6K | 0.03% | +3,750+41.2% | Added |
| Davenport & Co LLC | 12,650 | $563.2K | 0.00% | +2,059+19.4% | Added |
| Beacon Investment Advisory Services, Inc. | 12,621 | $561.9K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 12,708 | $561.7K | 0.53% | −567−4.3% | Reduced |
| First Heartland Consultants, Inc. | 12,607 | $561.3K | 0.07% | +6,495+106.3% | Added |
| Fort Washington Investment Advisors Inc | 12,543 | $558.4K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 12,466 | $555.0K | 0.08% | +12,466 | New |
| Valmark Advisers, Inc. | 12,429 | $553.3K | 0.01% | +94+0.8% | Added |
| Snowden Capital Advisors LLC | 12,385 | $551.4K | 0.02% | +1,234+11.1% | Added |
| Tower Research Capital LLC (TRC) | 12,328 | $548.8K | 0.02% | −181−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 12,308 | $548.0K | 0.04% | +12,308 | New |
| Fruth Investment Management | 12,300 | $547.0K | 0.16% | −100−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 12,254 | $545.5K | 0.01% | −20−0.2% | Reduced |
| Voya Financial Advisors, Inc. | 12,287 | $543.1K | 0.06% | +700+6.0% | Added |
| Synovus Financial Corp | 12,110 | $539.2K | 0.01% | −56−0.5% | Reduced |
| Trust Co of Vermont | 12,039 | $536.0K | 0.03% | −997−7.6% | Reduced |
| Profund Advisors LLC | 11,874 | $528.6K | 0.03% | −1,194−9.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,851 | $528.0K | 0.02% | −1,034−8.0% | Reduced |
| Continuum Advisory, LLC | 11,848 | $527.5K | 0.08% | +104+0.9% | Added |
| Northern Oak Wealth Management Inc | 11,844 | $527.3K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 11,756 | $523.4K | 0.01% | −1,287−9.9% | Reduced |
| Group One Trading, L.P. | 11,699 | $520.8K | 0.02% | −82,670−87.6% | Reduced |
| RSM US Wealth Management LLC | 11,697 | $520.7K | 0.02% | −214−1.8% | Reduced |
| HM Payson & Co | 11,630 | $517.8K | 0.01% | −650−5.3% | Reduced |
| Greenup Street Wealth Management LLC | 11,523 | $513.0K | 0.14% | +11,523 | New |
| Waycross Partners, LLC | 11,500 | $512.0K | 0.11% | +4,000+53.3% | Added |
| Wealth Quarterback LLC | 11,458 | $510.1K | 0.35% | +507+4.6% | Added |
| Whitener Capital Management, Inc. | 11,415 | $508.2K | 0.19% | −60−0.5% | Reduced |
| First Foundation Advisors | 11,405 | $507.8K | 0.02% | +671+6.3% | Added |
| Horizon Kinetics Asset Management LLC | 11,364 | $505.9K | 0.01% | +350+3.2% | Added |
| Goodwin Investment Advisory | 11,344 | $505.0K | 0.29% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 11,312 | $503.6K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,302 | $503.2K | 0.02% | −10,084−47.2% | Reduced |
| Spears Abacus Advisors LLC | 11,262 | $501.4K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11,159 | $496.8K | 0.09% | −48−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 11,078 | $493.2K | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 10,950 | $487.5K | 0.12% | −250−2.2% | Reduced |
| WFA of San Diego, LLC | 10,938 | $486.9K | 0.48% | −1,325−10.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,841 | $483.0K | 0.00% | −148−1.3% | Reduced |
| Cedrus LLC | 10,837 | $482.5K | 0.34% | −141−1.3% | Reduced |
| Intrepid Capital Management Inc | 10,826 | $482.0K | 0.34% | +10,826 | New |
| Courier Capital LLC | 10,727 | $477.5K | 0.04% | −710−6.2% | Reduced |
| Hunter Associates Investment Management LLC | 10,720 | $477.0K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 10,528 | $468.7K | 0.00% | +650+6.6% | Added |
| DoubleLine ETF Adviser LP | 10,448 | $465.1K | 0.17% | +1,296+14.2% | Added |
| BSW Wealth Partners | 10,415 | $463.7K | 0.10% | −40.0% | Reduced |
| Farmers National Bank | 10,412 | $463.5K | 0.16% | −689−6.2% | Reduced |
| Park Avenue Securities LLC | 10,392 | $463.0K | 0.01% | −3,243−23.8% | Reduced |
| Signaturefd, LLC | 10,392 | $462.7K | 0.01% | −3,306−24.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,364 | $461.4K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 10,335 | $460.1K | 0.07% | −371−3.5% | Reduced |
| Allegheny Financial Group LTD | 10,296 | $458.4K | 0.22% | −257−2.4% | Reduced |
| Headlands Technologies LLC | 10,253 | $456.5K | 0.15% | +10,253 | New |
| Bayesian Capital Management, LP | 10,174 | $452.9K | 0.05% | +4,974+95.7% | Added |
| Clarius Group, LLC | 10,133 | $451.1K | 0.03% | −1,167−10.3% | Reduced |
| Keystone Financial Services | 10,092 | $449.3K | 0.23% | −2,200−17.9% | Reduced |
| Sicart Associates LLC | 10,000 | $445.2K | 0.17% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,869 | $439.4K | 0.03% | +706+7.7% | Added |
| Quadrant Capital Group LLC | 9,791 | $435.9K | 0.04% | −1,494−13.2% | Reduced |
| Trust Co | 9,775 | $435.2K | 0.06% | −9,048−48.1% | Reduced |
| Symmetry Partners, LLC | 9,781 | $435.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 9,712 | $432.4K | 0.12% | +187+2.0% | Added |
| Trust Co of Virginia | 9,677 | $430.8K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 9,651 | $429.7K | 0.29% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,647 | $429.5K | 0.01% | +3,583+59.1% | Added |
| Arete Wealth Advisors, LLC | 9,624 | $428.0K | 0.04% | −727−7.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 9,518 | $424.0K | 0.06% | +18+0.2% | Added |
| Wesbanco Bank Inc | 9,483 | $422.0K | 0.02% | −1,588−14.3% | Reduced |
| Walleye Trading LLC | 9,447 | $420.6K | 0.02% | +9,447 | New |
| Canandaigua National Bank & Trust Co | 9,433 | $420.0K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 9,419 | $419.0K | 0.08% | +390+4.3% | Added |
| Fund Management at Engine No. 1 LLC | 9,354 | $416.4K | 0.08% | +434+4.9% | Added |
| Rehmann Capital Advisory Group | 9,238 | $411.3K | 0.04% | +520+6.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,207 | $409.9K | 0.17% | −289−3.0% | Reduced |
| Winton Group Ltd | 9,142 | $407.0K | 0.03% | −37,888−80.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 9,080 | $404.2K | 0.08% | −3,140−25.7% | Reduced |
| Tranquilli Financial Advisor LLC | 9,010 | $401.1K | 0.28% | +32+0.4% | Added |
| Wealthspire Advisors, LLC | 8,924 | $397.3K | 0.01% | +397+4.7% | Added |
| Northstar Group, Inc. | 8,873 | $395.0K | 0.09% | −462−4.9% | Reduced |
| Savant Capital, LLC | 8,814 | $392.4K | 0.01% | −268−3.0% | Reduced |
| Western Wealth Management, LLC | 8,748 | $389.5K | 0.03% | −18,006−67.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,727 | $388.6K | 0.01% | −794−8.3% | Reduced |
| Affinity Investment Advisors, LLC | 8,725 | $388.4K | 0.22% | +8,725 | New |
| Camden Capital, LLC | 8,621 | $383.8K | 0.04% | +92+1.1% | Added |
| Exchange Bank | 8,614 | $383.5K | 0.37% | +8,614 | New |
| Trust Asset Management LLC | 8,581 | $382.0K | 0.04% | 00.0% | Unchanged |