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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 5,500 | $244.9K | 0.00% | +5,500 | New |
| Hilltop Holdings Inc. | 5,483 | $244.1K | 0.03% | +5,483 | New |
| Confluence Wealth Services, Inc. | 5,433 | $241.9K | 0.05% | +10.0% | Added |
| Fisher Asset Management, LLC | 5,400 | $240.4K | 0.00% | +5,400 | New |
| Veritas Investment Partners (UK) Ltd. | 5,387 | $239.8K | 0.01% | 00.0% | Unchanged |
| Hutchinson Capital Management | 5,347 | $238.0K | 0.06% | +10+0.2% | Added |
| Arden Trust Co | 5,348 | $238.0K | 0.04% | −4,631−46.4% | Reduced |
| Riverwater Partners LLC | 5,301 | $236.0K | 0.21% | +120+2.3% | Added |
| Firestone Capital Management | 5,413 | $235.7K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 5,278 | $235.0K | 0.00% | −486−8.4% | Reduced |
| GHP Investment Advisors, Inc. | 5,045 | $232.1K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,190 | $231.1K | 0.04% | −1,200−18.8% | Reduced |
| Tobam | 5,188 | $231.0K | 0.02% | +780+17.7% | Added |
| HB Wealth Management, LLC | 5,188 | $231.0K | 0.00% | −1,985−27.7% | Reduced |
| Erste Asset Management GmbH | 5,181 | $230.7K | 0.00% | +5,181 | New |
| Geneos Wealth Management Inc. | 5,133 | $228.5K | 0.01% | +965+23.2% | Added |
| IFP Advisors, Inc | 4,086 | $226.1K | 0.01% | −230−5.3% | Reduced |
| Cable Hill Partners, LLC | 5,072 | $225.8K | 0.03% | −1,296−20.4% | Reduced |
| Spire Wealth Management | 5,050 | $224.8K | 0.01% | −305−5.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,004 | $222.8K | 0.02% | +597+13.5% | Added |
| Van Strum & Towne Inc. | 5,000 | $222.6K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 5,000 | $222.6K | 0.03% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,963 | $221.0K | 0.01% | +4,963 | New |
| Penn Mutual Asset Management, LLC | 4,950 | $220.4K | 0.20% | −4,000−44.7% | Reduced |
| Stanley-Laman Group, Ltd. | 4,937 | $219.8K | 0.04% | +4,937 | New |
| Farmers & Merchants Investments Inc | 4,916 | $218.9K | 0.01% | −20−0.4% | Reduced |
| LGT Financial Advisors LLC | 4,914 | $218.8K | 0.23% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,892 | $217.8K | 0.04% | +4+0.1% | Added |
| Ironwood Investment Management LLC | 4,847 | $215.8K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,836 | $215.3K | 0.01% | +93+2.0% | Added |
| Proequities, Inc. | 4,835 | $215.3K | 0.02% | −304−5.9% | Reduced |
| Sentry Investment Management LLC | 4,837 | $215.0K | 0.08% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 4,780 | $213.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,764 | $212.1K | 0.03% | +224+4.9% | Added |
| Kathmere Capital Management, LLC | 4,743 | $211.2K | 0.03% | −2,579−35.2% | Reduced |
| Covington Investment Advisors Inc. | 4,741 | $211.0K | 0.04% | +4,741 | New |
| Summit Trail Advisors, LLC | 4,736 | $210.8K | 0.01% | +4,736 | New |
| Benjamin Edwards Inc | 4,712 | $210.0K | 0.05% | −19−0.4% | Reduced |
| Cullinan Associates Inc | 4,705 | $209.5K | 0.01% | −3,100−39.7% | Reduced |
| Wellington Shields & Co., LLC | 4,698 | $209.2K | 0.05% | +2,000+74.1% | Added |
| Kingsview Wealth Management, LLC | 4,692 | $208.9K | 0.01% | −694−12.9% | Reduced |
| Laraway Financial Inc | 4,672 | $208.0K | 0.21% | −299−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,666 | $207.7K | 0.09% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,626 | $206.0K | 0.02% | −506−9.9% | Reduced |
| Sage Mountain Advisors LLC | 4,613 | $205.4K | 0.03% | −110−2.3% | Reduced |
| BLB&B Advisors, LLC | 4,595 | $204.6K | 0.01% | −177−3.7% | Reduced |
| Searle & Co. | 4,500 | $204.1K | 0.06% | +4,500 | New |
| Financial Architects, Inc | 4,582 | $204.0K | 0.03% | +4,582 | New |
| Genesee Capital Advisors, LLC | 4,577 | $203.8K | 0.14% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,573 | $203.6K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,521 | $201.3K | 0.01% | +4,521 | New |
| Qtron Investments LLC | 4,520 | $201.2K | 0.04% | −11,107−71.1% | Reduced |
| Epoch Investment Partners, Inc. | 4,516 | $201.1K | 0.00% | −1,600−26.2% | Reduced |
| Exencial Wealth Advisors, LLC | 4,509 | $200.7K | 0.01% | +34+0.8% | Added |
| Central Bank & Trust Co | 4,437 | $197.5K | 0.03% | −3,226−42.1% | Reduced |
| Quent Capital, LLC | 4,288 | $190.9K | 0.03% | +3+0.1% | Added |
| Barrett & Company, Inc. | 4,278 | $190.5K | 0.11% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,128 | $183.8K | 0.02% | −20−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 4,100 | $182.5K | 0.00% | −630,132−99.4% | Reduced |
| Clearstead Advisors, LLC | 4,034 | $179.6K | 0.01% | −440−9.8% | Reduced |
| City Holding Co | 4,033 | $179.5K | 0.03% | −165−3.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,965 | $177.0K | 0.11% | −2,500−38.7% | Reduced |
| Hall Laurie J Trustee | 3,905 | $174.0K | 0.07% | −65−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,866 | $172.1K | 0.01% | −1,706−30.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,639 | $162.0K | 0.03% | +350+10.6% | Added |
| Cohen & Steers, Inc. | 3,467 | $154.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3,454 | $153.8K | 0.00% | +3,454 | New |
| Centaurus Financial, Inc. | 3,428 | $153.0K | 0.01% | −1,561−31.3% | Reduced |
| Oakworth Capital, Inc. | 3,423 | $152.4K | 0.01% | +881+34.7% | Added |
| Capital Analysts, LLC | 3,398 | $151.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,337 | $148.6K | 0.01% | +3,337 | New |
| Global Retirement Partners, LLC | 3,258 | $145.0K | 0.01% | −730−18.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,254 | $144.9K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 3,212 | $143.0K | 0.00% | −275−7.9% | Reduced |
| Resources Management Corp | 3,125 | $139.0K | 0.02% | −15,377−83.1% | Reduced |
| City State Bank | 3,102 | $138.0K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,053 | $135.9K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 3,021 | $134.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,000 | $133.6K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,971 | $132.3K | 0.03% | +433+17.1% | Added |
| Magnolia Capital Management Ltd | 2,962 | $132.0K | 0.12% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 2,955 | $131.6K | 0.07% | +2,955 | New |
| CKW Financial Group | 2,900 | $129.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,880 | $128.2K | 0.00% | −378−11.6% | Reduced |
| Counterpoint Mutual Funds LLC | 2,835 | $126.2K | 0.12% | +2,835 | New |
| Webster Bank, N. A. | 2,802 | $124.7K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 2,755 | $122.7K | 0.00% | +136+5.2% | Added |
| MV Capital Management, Inc. | 2,647 | $117.8K | 0.02% | −56−2.1% | Reduced |
| Investors Research Corp | 2,629 | $117.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 2,605 | $116.0K | 0.02% | −750−22.4% | Reduced |
| Wellington Shields Capital Management, LLC | 2,500 | $111.3K | 0.01% | −2,000−44.4% | Reduced |
| Compass Wealth Management LLC | 2,500 | $111.3K | 0.03% | −113−4.3% | Reduced |
| Colonial Trust Co | 2,500 | $111.3K | 0.03% | +200+8.7% | Added |
| Arrow Financial Corp | 2,487 | $110.7K | 0.01% | −50−2.0% | Reduced |
| Parkside Financial Bank & Trust | 2,396 | $106.7K | 0.03% | −227−8.7% | Reduced |
| Lindbrook Capital, LLC | 2,385 | $106.2K | 0.01% | +393+19.7% | Added |
| Washington Trust Advisors, Inc. | 2,360 | $105.1K | 0.01% | +26+1.1% | Added |
| Options Solutions, LLC | 2,355 | $104.8K | 0.10% | +2,355 | New |
| Institutional & Family Asset Management, LLC | 2,314 | $103.0K | 0.02% | +3+0.1% | Added |
| TD Capital Management LLC | 2,303 | $102.5K | 0.01% | 00.0% | Unchanged |