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 2024
Institutional positions in Bank of New York Mellon Corp as of Jun 30, 2024. 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
- 1,252
- +11 vs. Q1 2024
- Shares held
- 627.4M
- +1.01M (+0.2%) vs. Q1 2024
- Total value
- $37.6B
- +$1.53B (+4.2%) vs. Q1 2024
- New holders
- 104
- 449 more added
- Sold out
- 93
- 452 more reduced
15 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $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 2024
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 59 | $24 | 0.02% | −341−85.3% | Reduced |
| Pathway Financial Advisers, LLC | 1 | $30 | 0.00% | +1 | Added |
| Rakuten Securities, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 403 | $64 | 0.00% | +403 | New |
| Walleye Trading LLC | 7 | $419 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $509 | 0.00% | −2−18.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 13 | $779 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $779 | 0.00% | +10+333.3% | Added |
| CGC Financial Services, LLC | 15 | $898 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $899 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 19 | $1.14K | 0.00% | +5+35.7% | Added |
| Highline Wealth Partners LLC | 21 | $1.26K | 0.00% | +21 | New |
| Core Alternative Capital | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $1.38K | 0.00% | +23 | New |
| WealthCollab, LLC | 25 | $1.50K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 28 | $1.68K | 0.00% | +28 | New |
| Spotlight Asset Group, Inc. | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 31 | $1.86K | 0.00% | −4−11.4% | Reduced |
| Crewe Advisors LLC | 32 | $1.92K | 0.00% | +32 | New |
| Centerpoint Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $2.04K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 36 | $2.16K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 36 | $2.16K | 0.00% | +36 | New |
| TFC Financial Management | 36 | $2.16K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $2.40K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 41 | $2.46K | 0.00% | −76−65.0% | Reduced |
| Creative Financial Designs Inc | 42 | $2.52K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 46 | $2.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $2.81K | 0.00% | +47 | New |
| Ruedi Wealth Management, Inc. | 52 | $3.11K | 0.00% | +52 | New |
| ESL Trust Services, LLC | 53 | $3.17K | 0.00% | +53 | New |
| Redmont Wealth Advisors LLC | 56 | $3.35K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $3.62K | 0.00% | +22+57.9% | Added |
| Pineridge Advisors LLC | 63 | $3.77K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 64 | $3.83K | 0.00% | +64 | New |
| Dunhill Financial, LLC | 67 | $4.03K | 0.00% | +1+1.5% | Added |
| Tucker Asset Management LLC | 70 | $4.19K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 71 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $4.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $4.88K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 82 | $4.91K | 0.00% | +5+6.5% | Added |
| Piscataqua Savings Bank | 89 | $5.33K | 0.00% | −20−18.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 90 | $5.39K | 0.00% | −2,175−96.0% | Reduced |
| American National Bank | 96 | $5.75K | 0.00% | +96 | New |
| MCF Advisors LLC | 96 | $5.75K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 97 | $5.81K | 0.00% | −286−74.7% | Reduced |
| Atwood & Palmer Inc | 100 | $5.99K | 0.00% | −100−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 101 | $6.05K | 0.00% | +94+1,342.9% | Added |
| Wolff Wiese Magana LLC | 102 | $6.11K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 102 | $6.11K | 0.00% | +40+64.5% | Added |
| IAG Wealth Partners, LLC | 103 | $6.17K | 0.00% | +103 | New |
| Missouri Trust & Investment Co | 111 | $6.65K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 125 | $7.49K | 0.00% | −900−87.8% | Reduced |
| Abound Wealth Management | 129 | $7.72K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 129 | $7.73K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 131 | $7.85K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 131 | $7.85K | 0.01% | +72+122.0% | Added |
| Avion Wealth | 149 | $8.00K | 0.00% | −69,955−99.8% | Reduced |
| Financial Freedom, LLC | 140 | $8.38K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 150 | $8.98K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 156 | $9.34K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 164 | $9.85K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 167 | $10.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 167 | $10.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 168 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 175 | $10.5K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 184 | $11.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 185 | $11.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 187 | $11.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 172 | $11.2K | 0.00% | +104+152.9% | Added |
| Operose Advisors LLC | 190 | $11.4K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 212 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 201 | $12.0K | 0.00% | +201 | New |
| Cornerstone Planning Group LLC | 200 | $12.3K | 0.00% | −29−12.7% | Reduced |
| VisionPoint Advisory Group, LLC | 209 | $12.5K | 0.00% | −396−65.5% | Reduced |
| Hilltop National Bank | 216 | $12.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 221 | $13.0K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 219 | $13.1K | 0.01% | +2+0.9% | Added |
| WR Wealth Planners, LLC | 222 | $13.3K | 0.00% | +68+44.2% | Added |
| Private Wealth Management Group, LLC | 225 | $13.5K | 0.01% | +68+43.3% | Added |
| Silicon Valley Capital Partners | 227 | $13.6K | 0.00% | +2+0.9% | Added |
| Westside Investment Management, Inc. | 227 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 235 | $14.1K | 0.00% | −72−23.5% | Reduced |
| Creekmur Asset Management LLC | 250 | $15.0K | 0.00% | −20−7.4% | Reduced |
| Fortitude Family Office, LLC | 265 | $15.9K | 0.01% | +109+69.9% | Added |
| Spectrum Wealth Counsel, LLC | 277 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 279 | $16.7K | 0.00% | +93+50.0% | Added |
| PFS Partners, LLC | 283 | $16.9K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $17.0K | 0.01% | +300 | New |
| Concord Wealth Partners | 301 | $18.0K | 0.00% | −1,651−84.6% | Reduced |
| Salomon & Ludwin, LLC | 315 | $18.9K | 0.00% | −197−38.5% | Reduced |
| Rise Advisors, LLC | 326 | $19.5K | 0.01% | +2+0.6% | Added |
| New England Capital Financial Advisors LLC | 327 | $19.6K | 0.01% | +3+0.9% | Added |
| Zions Bancorporation, N.A. | 331 | $19.8K | 0.00% | −180−35.2% | Reduced |