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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 8,536 | $380.0K | 0.01% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 8,400 | $380.0K | 0.21% | −53,446−86.4% | Reduced |
| Ameritas Investment Partners, Inc. | 8,518 | $379.2K | 0.01% | −532−5.9% | Reduced |
| Penserra Capital Management LLC | 8,530 | $378.0K | 0.01% | +4,712+123.4% | Added |
| Edgestream Partners, L.P. | 8,456 | $376.5K | 0.03% | −61,226−87.9% | Reduced |
| Summit Financial Strategies, Inc. | 8,450 | $376.2K | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 8,443 | $375.9K | 0.01% | +49+0.6% | Added |
| 1620 Investment Advisors, Inc. | 7,485 | $374.5K | 0.42% | +7,485 | New |
| Chicago Trust Co NA | 8,265 | $368.0K | 0.09% | −5,590−40.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,225 | $366.2K | 0.07% | +1,291+18.6% | Added |
| Hillsdale Investment Management Inc. | 8,220 | $366.0K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 8,153 | $363.0K | 0.04% | +8,153 | New |
| Quinn Opportunity Partners LLC | 8,150 | $362.8K | 0.05% | −3,456−29.8% | Reduced |
| Gilbert & Cook, Inc. | 8,141 | $362.4K | 0.06% | +618+8.2% | Added |
| RB Capital Management, LLC | 8,101 | $360.7K | 0.11% | +582+7.7% | Added |
| Hendershot Investments Inc. | 8,074 | $359.5K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,050 | $358.4K | 0.03% | −2,066−20.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,029 | $357.5K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 7,980 | $355.3K | 0.03% | +678+9.3% | Added |
| Caldwell Sutter Capital, Inc. | 7,943 | $353.6K | 0.19% | +7,943 | New |
| Builder Investment Group Inc | 7,921 | $352.6K | 0.14% | 00.0% | Unchanged |
| Lincoln Capital Corp | 7,900 | $351.7K | 0.18% | +2,900+58.0% | Added |
| Heritage Wealth Advisors | 7,889 | $351.2K | 0.02% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,872 | $350.5K | 0.06% | +600+8.3% | Added |
| JNBA Financial Advisors | 7,854 | $349.6K | 0.04% | 00.0% | Unchanged |
| Argent Capital Management LLC | 7,804 | $347.4K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 7,780 | $346.4K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,754 | $345.2K | 0.01% | +187+2.5% | Added |
| Bryn Mawr Trust Co | 7,742 | $344.0K | 0.01% | −150−1.9% | Reduced |
| Tradewinds, LLC. | 7,682 | $342.0K | 0.20% | +371+5.1% | Added |
| Impact Partnership Wealth, LLC | 7,595 | $338.1K | 0.12% | +7,595 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,577 | $337.3K | 0.05% | −454−5.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 7,558 | $336.5K | 0.10% | +67+0.9% | Added |
| Kowal Investment Group, LLC | 7,500 | $333.9K | 0.09% | +7,500 | New |
| Whittier Trust Co of Nevada Inc | 7,484 | $333.2K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,483 | $333.0K | 0.11% | −885−10.6% | Reduced |
| SkyView Investment Advisors, LLC | 7,457 | $332.0K | 0.08% | +332+4.7% | Added |
| CX Institutional | 7,456 | $331.9K | 0.02% | +1,056+16.5% | Added |
| Richard W. Paul & Associates, LLC | 7,449 | $331.6K | 0.14% | −46−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 7,440 | $331.2K | 0.30% | −700−8.6% | Reduced |
| Geller Advisors LLC | 7,432 | $330.9K | 0.04% | +7,432 | New |
| Summit Financial, LLC | 7,429 | $330.7K | 0.02% | −68−0.9% | Reduced |
| IVC Wealth Advisors LLC | 7,376 | $328.4K | 0.21% | −170−2.3% | Reduced |
| Mather Group, LLC. | 7,337 | $326.6K | 0.01% | +1,288+21.3% | Added |
| Manchester Capital Management LLC | 7,305 | $325.2K | 0.04% | −4,381−37.5% | Reduced |
| First Citizens Bank & Trust Co | 7,294 | $324.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,245 | $322.6K | 0.03% | −182−2.5% | Reduced |
| Graypoint LLC | 7,244 | $322.5K | 0.03% | −477−6.2% | Reduced |
| KMG Fiduciary Partners, LLC | 7,224 | $321.6K | 0.04% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 7,211 | $321.0K | 0.03% | +434+6.4% | Added |
| First National Bank & Trust Co of Newtown | 7,183 | $319.8K | 0.07% | −100−1.4% | Reduced |
| S&T Bank | 7,150 | $318.0K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,122 | $317.1K | 0.00% | −5,613−44.1% | Reduced |
| Balentine LLC | 7,055 | $314.1K | 0.01% | −12,122−63.2% | Reduced |
| DRW Securities, LLC | 7,049 | $314.0K | 0.02% | +7,049 | New |
| Schneider Downs Wealth Management Advisors, LP | 6,983 | $310.9K | 0.07% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,890 | $306.7K | 0.03% | +1,943+39.3% | Added |
| ODonnell Financial Services, LLC | 6,866 | $305.7K | 0.18% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,861 | $305.4K | 0.13% | +650+10.5% | Added |
| FineMark National Bank & Trust | 6,858 | $305.3K | 0.01% | −4−0.1% | Reduced |
| Wealthsource Partners, LLC | 6,775 | $301.6K | 0.02% | +1,352+24.9% | Added |
| KB Financial Partners, LLC | 6,694 | $298.0K | 0.08% | +131+2.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 6,688 | $297.8K | 0.08% | +6+0.1% | Added |
| Axxcess Wealth Management, LLC | 6,665 | $296.7K | 0.02% | +90+1.4% | Added |
| Round Rock Advisors, LLC | 6,645 | $295.8K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,608 | $292.7K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,549 | $291.6K | 0.03% | −4,908−42.8% | Reduced |
| Front Barnett Associates LLC | 6,530 | $291.0K | 0.03% | −500−7.1% | Reduced |
| Accredited Investors Inc. | 6,494 | $289.1K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 6,430 | $286.3K | 0.01% | −24,119−79.0% | Reduced |
| Hayek Kallen Investment Management | 6,429 | $286.0K | 0.12% | 00.0% | Unchanged |
| Meritage Group LP | 6,421 | $286.0K | 0.01% | +6,421 | New |
| Perpetual Ltd | 6,408 | $285.3K | 0.00% | +80+1.3% | Added |
| Woodward Diversified Capital, LLC | 6,405 | $285.2K | 0.22% | −256−3.8% | Reduced |
| Alhambra Investment Partners LLC | 6,325 | $281.6K | 0.19% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,267 | $279.0K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,257 | $278.6K | 0.01% | +1,012+19.3% | Added |
| Keystone Financial Group | 6,190 | $275.6K | 0.05% | +6,190 | New |
| Thompson Siegel & Walmsley LLC | 6,167 | $275.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 6,075 | $270.5K | 0.04% | +6,075 | New |
| Waldron Private Wealth LLC | 6,017 | $267.9K | 0.01% | −351−5.5% | Reduced |
| IFG Advisors, LLC | 5,999 | $267.1K | 0.09% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 5,935 | $264.2K | 0.24% | −370−5.9% | Reduced |
| Sigma Planning Corp | 5,918 | $263.5K | 0.01% | −12,997−68.7% | Reduced |
| Ascent Group, LLC | 5,706 | $260.9K | 0.03% | −2,680−32.0% | Reduced |
| Laffer Tengler Investments | 5,859 | $260.8K | 0.07% | −19,332−76.7% | Reduced |
| Fairfield, Bush & Co. | 5,844 | $260.2K | 0.07% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 5,842 | $260.0K | 0.04% | +9+0.2% | Added |
| Parallel Advisors, LLC | 5,808 | $258.6K | 0.01% | +736+14.5% | Added |
| Vivaldi Capital Management, LLC | 5,727 | $255.0K | 0.08% | +19+0.3% | Added |
| Moneta Group Investment Advisors LLC | 5,724 | $254.8K | 0.01% | −370−6.1% | Reduced |
| McIlrath & Eck, LLC | 5,711 | $254.3K | 0.05% | +268+4.9% | Added |
| Kovack Advisors, Inc. | 5,649 | $251.5K | 0.03% | −1,324−19.0% | Reduced |
| Empowered Funds, LLC | 5,567 | $247.8K | 0.01% | −14,242−71.9% | Reduced |
| EA Series Trust | 5,567 | $247.8K | 0.01% | +5,567 | New |
| Bard Financial Services, Inc. | 5,545 | $246.9K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,535 | $246.4K | 0.05% | −3,160−36.3% | Reduced |
| Janney Capital Management LLC | 5,525 | $246.0K | 0.02% | +5,525 | New |
| Paragon Capital Management Ltd | 5,519 | $245.7K | 0.05% | +667+13.7% | Added |
| First Nebraska Trust Co | 5,507 | $245.2K | 0.03% | 00.0% | Unchanged |